Analysis and Valuation of Real Estate Investment Trusts (REITS) and Private Real Estate Investments

Key Learning Aims:

  • Justify the case for REITs and private real estate investments in an investment portfolio
  • Explain economic value determinants,  investment characteristics, key risks and due diligence considerations for REITs
  • Calculate the value of a REIT and explain what drives its value
  • Evaluate the investment attractiveness of a REIT
  • Describe the risks of investing in REITS
  • Compare different methods of getting exposure to private real estate
  • Value private real estate investments  
  • Assess the suitability of public vs. private real estate investments for a client’s portfolio

This Program is Recommended For:

  • Investment banking professionals and corporate finance professionals
  • Buy and sell-side analysts
  • Financial advisers and dealers
  • Finance professionals in a corporation
  • Legal and compliance professionals
  • New entrants to capital markets/finance

Program Duration: 4 Hours

SIDC CPE Points: 10 points

Download the program brochure here.

Course Instructor

Kah-Teck Wong Kah-Teck Wong Facilitator

Kah Teck has more than a decade of capital markets experience. He was a portfolio strategist in CIMB Investment Bank and AmInvestment Bank where he was responsible for spearheading investment advisory and product development initiatives and also played an active role in evaluating numerous plain vanilla and hybrid fund raising options. He has also worked for the Securities Commission in research and formulating capital market development policies.

Now the Managing Director and Principal Trainer for FMTCS Sdn Bhd, Kah Teck passionately shares his knowledge and experience with professionals in many of Malaysia’s leading financial institutions and government-linked institutions. His trainees frequently credit him with the ability to make finance interesting and demystify complex finance concepts. 

Kah Teck graduated summa cum laude with a dual degree in finance and economics from the University of Pennsylvania’s Wharton School and School of Arts and Sciences, and holds an MBA (with Honors) from the Booth School of Business, University of Chicago. He is also a Chartered Financial Analyst (CFA) charterholder. Kah Teck was also awarded the ASEAN scholarship to pursue pre-university studies in Singapore. 

His teaching and research interests are in corporate finance, derivatives, securities valuation, financial risk management, financial modelling and financial analysis.

One-Time Payment

3 months of access


REITS: Structure and Investment Rationales 

Valuation of REITS: NAV Valuation

Valuation of REITS: Dividend Discount Model Valuation

Valuation of REITS: Dividend Discount Model Case Study

Valuation of REITS: Yield Spread Method

Summary of REITS Valuation Methods

Key Investment Considerations for REITS

Private Real Estate Investments and Private REITS

Valuation of Private Real Estate-Part 1

Valuation of Private Real Estate-Part 2

Program Summary and Conclusion

Assessment Quiz