IPD Events > Events / Training > Training: Property Portfolio Strategies

Property Portfolio Strategies

A new addition to IPD’s suite of training courses, the Property Portfolio Strategies course focuses on the investment process - from how to develop a strategy based on your risk/return objectives to determining your asset allocation. The course will take you through creating the optimal portfolio, selecting and managing the stocks and reviewing the performance that results. Particular emphasis will be placed on the role of uncertainty in the property investment process – how this can be measured under the heading of ‘risk’, and how risk can ultimately be managed.

Who should attend

All clients of IPD's portfolio analysis service
Researchers
Strategists
Fund Managers
Analysts
Property Directors

Course content

What is meant by the term 'investment'?
Introducing the client investment objective: investment risk and expected return. Do we know the risk and return? Introducing the concept of uncertainty.
What do we know about uncertainty in real estate?
Uncertainty and probability attached to potential future events.
Defining the investment strategy philosophy.
Implementing a strategy.
Forecasting and asset allocation. Stock selection framework.
Managing risk.
Diversification. Required return, appraising a sector, appraising a local market, appraising an asset.
A learning process.
Reviewing your investment strategy and learning from past mistakes.