Real Estate Fundamentals (2024)

Explore the core concepts of commercial real estate lending.

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Corporate Finance Institute

Real Estate Fundamentals

  • Overview
  • What You'll Learn
  • Career Programs
  • What Students Say
  • FAQ

Overview

Real Estate Fundamentals Course Overview

This Real Estate Fundamentals course examines the core concepts of real estate lending. We will look at the different commercial real estate loan types, and the factors real estate lenders must consider when lending for different properties.This Real Estate Fundamentals course will also explore the timeline and process of real estate transaction

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and give you a practical demonstration of real estate credit analysis.Real Estate Fundamentals (1)

Real Estate Fundamentals Learning Objectives

Upon completing this course, you will be able to:

  • Identify differences and similarities between commercial real estate loan types
  • Interpret key underwriting parameters for commercial real estate lending
  • Compare equity lending and cash flow lending
  • Calculate lending ratios and appropriate loan amounts
  • Explain the timeline and end-to-end process of a commercial real estate transaction

Real Estate Fundamentals (2)

Who should take this course?

This Real Estate Fundamentals course is perfect for any aspiring credit analyst who would like to make a career in the real estate lending sector. This course explores concepts useful for beginner and intermediate-level banking and real estate professionals or business and finance students seeking to understand commercial real estate financing better.The exercises and tools explored in this course will also be helpful for any financial analyst that wishes to work in credit analysis, business banking, commercial banking and lending, and other areas of credit evaluation as well as relationship management and risk management.Real Estate Fundamentals (3)Real Estate Fundamentals (4)

Real Estate Fundamentals

Led by Kyle Peterdy

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Level 3

Approx 3h to complete

100% online and self-paced

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What you'll learn

Lesson

Multimedia

Exams

Files

Introduction

Introduction Free Preview Download Course Files Terms and Definitions

Commercial Real Estate

Real Estate Definition Free Preview Property Types Free Preview Multifamily Properties Free Preview Retail Properties Office Properties Industrial Properties Special Use Properties Bare Land Interactive Exercise 1

Commercial Real Estate Structure

Reasons to Own Commercial Real Estate - Owner-Occupied Example Reasons to Own Commercial Real Estate - Investment Example Reasons to Own Commercial Real Estate - Summary Commercial Real Estate Structure Purchase and Sale Agreement Types of Commercial Real Estate Loans Site Visit Interactive Exercise 2

Commercial Real Estate Analysis

Analyzing an Owner-Occupied Transaction Analyzing an Owner-Occupied Transaction - Example Analyzing an Income-Producing Transaction Midway Check-In Underwriting Parameters - Environmental Considerations Underwriting Parameters- Property Type Underwriting Parameters - Tenant Quality Underwriting Parameters - Lease Maturity Underwriting Parameters - Building Condition Underwriting Parameters - Location Underwriting Parameters - Cash Flow Interactive Exercise 3 Income-Producing Transaction Example - Financial Results Income-Producing Transaction Example - Normalized Income Statement Income-Producing Transaction Example - Equity and Cash Flow Methods Download Completed Files

Commercial Real Estate Process

Commercial Real Estate Process and Timeline Loan Advance and Security Registration

Conclusion

Summary

Qualified Assessments

Qualified Assessment

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Commercial Banking & Credit Analyst (CBCA)® Certification

Real Estate Fundamentals is part of the Commercial Banking & Credit Analyst (CBCA)® certification, which includes 59 courses.

  • Skills Learned Financial Analysis, Credit Structuring, Risk Management
  • Career Prep Commercial Banking, Credit Analyst, Private Lending

Learn More

Commercial Real Estate Finance Specialization

  • Skills Learned Real Estate Lending, Real Estate Financial Modeling, Construction Finance, Environmental Analysis and Due Diligence, Lease and Rent Roll Analysis
  • Career Prep Credit Analysts, Risk Manager & Credit Adjudicator, Private Real Estate Lenders, Real Estate Investors and Advisors, Commercial Mortgage Brokers, Commercial Relationship Managers

Learn More

Learner Reviews

Real Estate Fundamentals is Important
Great course, I learn new topics about real estate especially

Arvin winatha

Great course on entry level
Well structured and explaining valuable terms and interrelations in real estate

Hendrik Nattler

Good content and platform especially for the price
Found the content useful and information well laid out. Platform was easy to use and customer service was excellent. Would recommend at the price-point given the breadth of topics covered.

Marcus Booth

Engaging Practical and Good Depth
I am encouraged to continue learning because the material feels real and applicable to actual everyday working scenarios. I feel I am absorbing long term practical knowledge and skills.

Kayle Mather

See more

Frequently asked questions

What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

More Questions?

You can view more detailed information through our Help Center or Email us and we'll be happy to answer any of your questions

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Real Estate Fundamentals (2024)
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