Curriculum Map

Real Estate Investment Analysis

Investment analysis tools for real estate professionals. Cap rates, 1031 exchanges, REITs, and tax advantages of real estate investment.

8 Units

Early Units (Foundation)

Building Skills

Advanced Concepts

Capstone/Synthesis

Investment Performance Metrics

Master the fundamental financial metrics used to evaluate real estate investment opportunities, including cap rates, cash-on-cash returns, IRR, and NPV calculations.

20 minutes

Pro Forma Financial Projections

Learn to build comprehensive financial projections for real estate investments, including revenue modeling, expense forecasting, and sensitivity analysis of key assumptions.

20 minutes

1031 Tax-Deferred Exchanges

Master the rules governing like-kind exchanges under IRC Section 1031, including identification requirements, qualified intermediaries, and strategic applications for portfolio management.

20 minutes

Depreciation and Cost Segregation

Understand real estate depreciation rules, cost segregation methodologies, and bonus depreciation opportunities that create significant tax advantages for property investors.

20 minutes

Passive Activity Loss Rules

Navigate the complex passive activity loss rules that limit tax deductions for rental real estate investors, including material participation standards and real estate professional status.

20 minutes

REITs and Syndication Structures

Explore alternative real estate investment structures including REITs and syndications, covering regulatory requirements, tax treatment, and investor considerations.

20 minutes

Qualified Opportunity Zones

Learn the tax incentives and compliance requirements for investing in qualified opportunity zones, including deferral, step-up, and elimination of capital gains.

20 minutes

Real Estate Market Cycle Analysis

Master real estate market cycle dynamics, including phase identification, economic indicators, and strategic investment approaches aligned with cycle positioning.

20 minutes

Learning Progression

This course is designed to be taken sequentially. Earlier units establish foundational concepts that later units build upon. While you can explore units in any order, following the numbered sequence provides the most coherent learning experience.