Course Details

Financial Tools for Asset Managers is an advanced course, intended for people who completed the initial courses in the CHAM series (including Nuts and Bolts of Asset Management and the Nonprofit Housing Management Specialist course). This intensive three-day course for asset managers explores tools to evaluate the financial performance of a not-for-profit portfolio of multifamily housing. Participants will learn about profitability and sustainability — including the time value of money, future and net present values, cash flow analysis, and investment goals — as well as property valuation, appraisal techniques, cap rates, leverage and loan terms, investor concerns, capital planning, tax considerations, working capital, and balance-sheet ratios. Participants are required to take an on-line exam within three weeks of completing the class. Attendees must be literate with full financial reports and audits. Sponsored by the Consortium for Housing and Asset Management and the Institute of Real Estate Management. This is a required course for persons seeking the Certified Housing Asset Manager designation. For additional information visit www.cham.org.

Participants must bring a laptop computer equipped with Excel.

Course Length: 3 Days

Tuition: $1155.0

Course counts toward a professional certificate (PCP): Yes