Guide to Commercial Real Estate & FinanceCode: 24-COMMRE

229 Pages

This course is designed to train both working CPAs and financial personnel to develop the knowledge and techniques required to review a variety of financing activities for businesses, and commercial and residential real estate. The course focuses on the basic principles, concepts, terminology and instruments to learn and understand how to review a client, a loan, and delineate the various services available in the financial community. 

Chapter 1 identifies the skills and duties performed by a professional loan broker.  Chapter 2 introduces the reader to the available commercial financial services, specialized terminology and financial documents and instruments used in these services.  Various business financing sources are covered. Chapter 3 covers real estate loans and packaging of these loans along with the necessary documentation and terminology, and the instruments used to prepare a variety of real estate transactions. Chapter 4 covers commercial real estate financing, analyzing income property loans, and the lending processes involved.  A sample analysis for purchasing apartments, shopping centers, office-warehouses, general offices, and other types of real estate ventures are included in this chapter.  Chapter 5 discusses in detail real estate financing and fundamentals of investing. 

Presentation Method:  QAS Self-Study

 

Category: Finance

 

CPE credit:  9 Hours




Program Level:  Update




Prerequisites:  None




Advance Preparation:  None




Exam expiration date:  Participants must submit exams for grading within one year from the date of purchase