Course Details

Financial Fundamentals of Asset Management is an interactive and engaging workshop designed for housing practitioners and board members. Registration for the course is available on the CHAM website.

This course is an introduction to real estate finance, exploring analytical concepts that are critical for the professional asset manager. It covers basic tools for analyzing properties’ financial health, determining their market value, and developing multi-year financial projections. It also includes three case studies that will increase understanding of how to apply these financial concepts in real situations:

Maximizing cash flow - Above the line and below the line expenses, cash flow impacts, improving cash flow, and understanding the asset manager’s role in maximizing cash flow.

Managing Debt - Loan calculations, amortization, interest compounding, refinancing for capital, debt calculation.

Audit Analysis - What you can learn from an audit and how to track debt.

Taxes – Tax benefits of real estate ownership.

Waterfall - How the waterfall of cash flow affects affordable and LIHTC properties.

Property Valuation - Financial elements that affect property valuation and helpful formulas to help determine valuations.

Trending – Key elements in financial trend analysis.

This course is great for new employees, asset managers and analysts, property managers, accounting staff, people with new asset management duties, and executives who supervise asset management. Valuable on its own, Financial Fundamentals of Asset Management is also the third and final course required to earn a career-changing Asset Management Specialist (AMS) designation.

Timing: On-demand at your own pace. 11 hours with exercises and test.

Course Length: 2 Days

Tuition: $770.0

Course counts toward a professional certificate (PCP): No