“Absolutely essential if you plan to represent investors.”
Cam J., Spokane, WA
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REIA - Course Outline
The Core Course - 12.0 hours
Required*
The Bones of Investment Analysis (4 hours)
TVM: why you need it, how to do it
APOD analysis: the right way (and the wrong way)
Using leverage to illustrate investment value
Due diligence techniques used by professional investors
Benchmarks: common mistakes, how to correct them
Case Study Analysis
Module 2 / Taxes, Cash Flows, Capital Gains (4 hours)
Tax law: the specifics on interest and depreciation
Building the Cash Flow Worksheet
Capital Gains: an analysis of the full picture at the sale
The Cash Flow T: the most important tool in investment analysis
Case Study Analysis
Module 3 / Investment Modeling and Case Studies (4 hours)
The Cash Flow T...again: communicate benefits with the tool
Using IRR to determine investment value
Comparing unlike investments
Working with clients to assess the numbers
Software: what’s out there, using Excel in analysis
Case Study Analysis
*Graduates will receive REIA certification upon completion of this course.
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REIA - Course Outline
The Advanced Course - 12.0 Hours
Elective*
Module 1 / The Bones of Investment Analysis (2 hours)
Review of the T Account
Building the T before and after tax
Using the calculator to solve for IRR, MIRR and NPV
Case Study Analysis
Module 2 / Seller Financing (8 hours)
The architecture of the seller financed sale
Worksheets to build the seller financed sale analysis
Financial tools to compare seller financing, 1031 and all cash scenarios
Case Study Analysis
Module 3 / Estate Planning Issues (2 hours)
Current state of estate taxes
Using trusts in estate planning
Different outcomes from using different strategies
Case Study Analysis
*This is an REIA elective. Not required for the certification.
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