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20 MAY 2021 (Module - 1)27 MAY 2021 (Module - 2)

$ 650 EX-VAT (2-Modules)

ONLINE TRAINING COURSE: REITs MASTERCLASS

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ABOUT THE REITs MASTERCLASS & ITS AIMS

REITs MASTERCLASS: ONLINE COURSE (2 - MODULES)

Taking place over two online modules (20 & 27 May 2021), this masterclass will provide real estate professionals with a grounded understanding on this asset class.

The aim of the master class is to provide participants with a working and practical knowledge of Real Estate Investment Trust (REITs)

COURSE OUTCOMES

COURSE CONTENT

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Competent in articulating the structure of real estate investment trusts

Possess analytical tools to assess REITs value

Undertake decisions in REITs decision making

Understand financing decisions as well as capital structure strategies available to REIT Managers

Ability to understand the role of REITs in a mixed asset portfolio

Emerging and contemporary issues in REITs

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COURSE MODULES

$650 (EX VAT)

[ 2-week Course ]

Prof. Dr. Kola Akinsomi is an Associate Professor in Real Estate Finance & Investments at the University of Witwatersrand (WITS), South Africa and Chief Economist of RealQuant Analytics. Prof. Dr. Akinsomi is the Vice-President of the African Real Estate Society, Director of the International Real Estate Society and Chair of the Future Leaders of the American Real Estate Society.

PROF (DR.) KOLA AKINSOMICOURSE CONVENER:

This course aims to give an overview of the real estate investment trust (REITs) process. The aim of this course will be to introduce participants to basic concepts of real estate investment trust (REITs)

environment. The course will also introduce participants to corporate finance decision making from a REIT managers perspective such as REITs IPO, REITs Valuation, the role of REITs in a mixed asset portfolio.

This course aims to give students a foundational knowledge with regards to the use of investment principles and tools in understanding real estate investment trusts (REITs).

Chief Economist - RealQuant Analytics, South-AfricaAdvisory member of the South African Council of Property Valuers Profession (SACPVP)Member, SA REITs Research Committee.

Introduction to Real Estate Investment Trusts: Basic Concepts

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REITs Valuation•

REITs Capital Structure•

Module 1: (20 MAY 2021) Module 2: (27 MAY 2021)

REITs Management

REITs as an Asset Class

Case Study: REITS

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$650 (EX VAT)

[ 2-week Course ]

MODULE 1: Introduction to REITs, REITs Valuation and REITs Capital Structure | 20 May 2021 MODULE 1: Tentative Schedule | 20 May 2021

MODULE 1 AIM

COURSE CONTENT

GUEST LECTURERS

Delegate learning outcomes:

Understand the structure, fundamentals and regulatory framework of REITsAbility to understand how REITs are valuedUnderstand the impact of the capital structure decisions on REIT valuationsUnderstand the Largest REIT (US REITs) regime in the world

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The goal of Module one is to provide participants with an understanding of the concepts and fundamentals of real estate investment trusts (REITs). Particular emphasis is on REITs Valuation, REITs Capital Structure and understanding REITs structure from the largest market capitalized REITs regime in the world- The United States

Module one on the introduction to REITs, REITs valuation and REITs capital structure introduces participants to the structure and regulatory framework of REITs. Participants are introduced to how REITs are valued.

Participants would be taught the capital structure decisions REITs manager makes and how his can impact REITs value. Participants would learn firsthand from guest lecturers who have firsthand experience on REITs financing and Management.

Time Topic Covered Modules Covered9am - 12pm Introduction to Real Estate Investment

Trusts: Basic Concepts- What are REITs? - REITs regulatory framework - Structure and Type of REITs- Type of REITs

REITs Valuation:

- How to Value REITs- REIT Investment Strategies- REITs IPO/SEO- Capital Structure Decisions

12pm - 1pm Break

1pm - 2pm

Guest Lecturer: Mr. Shaamin Sookia - Managing Director, Perigeum Capital, Mauritius.

Capital Structure Decisions of

guide

2pm - 3pm Guest Lecturer: Dr. Calvin Schnure - Senior Vice President, Research & Economic Analysis at NAREIT, USA

The importance of research anddata in REITs investment- Why areUS REITs so highly capitalized,liquid and successful?

3pm - 4pm4pmCovered

Guest Lecturer: Professor Jonathan Morris - Professor at George Washington University, U.S.A.

REITs: Understanding REITs from an American Perspective (US$ Trillion dollar industry)

Professor Jonathan Morris, Professor at George Washington University, United StatesMr. Shamin Sookia, Managing Director, Perigeum Capital, Mauritius.Dr. Calvin Schnure, Senior Vice President, Research & Economic Analysis at NAREIT, USA

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$650 (EX VAT)

[ 2-week Course ]

MODULE 2: REITs Managements, REITs in a mixed Asset Portfolio and REITs Case Study | 27 May 2021

MODULE 2 AIM

COURSE CONTENT

Delegate learning outcomes:

Understand the management structure of REITsUnderstand the role of REITs as an asset classAppreciate the role of REITs in a mixed asset portfolioTo learn the value chain of REITs as an Asset Class using a REITs Case Study

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The goal of Module 2 is to provide participants with an understanding of the management of REITs property portfolio (Internal and External Management Structures). Particular emphasis is on the role of REITs in a mixed asset portfolio. A REITs case study to illustrate the value chain of REITs and REITs structure from a practical point of view.

Module two on the management structure of REITs, REITs as an asset class and REITs in a mixed asset portfolio introduces participants to the REITs value chain. Participants are introduced to how REITs are managed (internal or external management structures).

Participants would be taught role of REITs as an asset class as well as the role REITs plays in a mixed asset portfolio. Participants would learn firsthand from guest lecturers who have firsthand experience on REITs management and REITs value chain.

Time Topic Covered Modules Covered9am - 11am REITs Management Structure

REITs as an Asset Class- Management Structure of REITs- Internal or External Managed?- REITS in a mixed asset portfolio

11am - 12pm Guest Lecturer: Mr. Andrea Taverna-Turisan - CEO: Equities Property Fund

- Understanding Logistic REITs,- A REITs in the South-Africa Market Environment.- How to run a successful REITs.

12pm - 1pm Break

1pm - 3pmGuest Lecturer: Mr. Hakeem Ogunniran - Founder/M.D Eximia Realty Co. Ltd.

REITs Case Study; Understandingthe Value Chain of REITs from anAfrican Perspective.

3pm - 4pm Guest Lecturer: Prof. Jonathan Morris - Professor- Georgetown University

Understanding the REITs ValueChain from a U.S Perspective.

GUEST LECTURERS

Professor Jonathan Morris, Professor at George Washington University, United StatesMr. Hakeem Ogunniran, Founder and Managing Director, Eximia Realty Co. Ltd, NigeriaMr. Andrea Taverna-Turisan, CEO, Equities Property Fund, South-Africa.

MODULE 2: Tentative Schedule | 27 May 2021

Professor Morris is a seasoned commercial real estate executive with deep expertise in property & portfolio acquisitions, corporate strategy design and execution, capital markets and executive leadership. Prof Morris has worked for three (3) Best-in-Class REITs as a senior executive responsible for property acquisitions, JV developments, capital markets & financings: Boston Properties Director of Acquisitions; Charles E. Smith (Archstone-Smith) Director of Acquisitions and Lerner Enterprises' LMH Realty Group LLC, a private equity platform sponsored and owned by Lerner, Morris & Hillman. He is a nationally recognized REIT expert & brings real world experience to life in the classroom & has helped several students secure positions at public REITs

PROF JONATHAN MORRISProfessor- Georgetown University, U.S.A

Hakeem Ogunniran is a leading thought leader on African real estate structuring, funding and delivery and has been described as having a ‘unique understanding of the connection between financial models, capital markets and brick and mortar all within the context of Africa’s complex and challenging operating environment’. He possesses extensive experience in capital raising, having led five major capital raises including the floatation of a Real Estate Investment Trust over an eight-year period. A frequent speaker at international conferences, seminars and retreats, he was the Lead Speaker for Africa at the 1st International Conference on Corporate Governance at Shanghai, China, in May 2010.

HAKEEM OGUNNIRANFounder/M.D- Eximia Realty Co. Ltd, Nigeria

Profile Shamin A. Sookia joined Perigeum Capital as Managing Director as from July 2016, following a 30‐year career spanning across various fields including auditing, taxation, management and consultancy services, global business and financial restructuring. Perigeum Capital Ltd is a boutique corporate finance firm licensed by the Financial Services Commission of Mauritius and is positioned as a key player in the Mauritian capital markets industry.

SHAMIN SOOKIAM.D, Perigeum Capital, Mauritius.

Andrea graduated with a BSc Hons degree in Mathematics and Management from King’s College, London. He immigrated to South Africa in 1995 and initially worked as a Commercial Property Broker in Bellville. He was one of the founding members of a food import business (Rialto Foods) in April 1998 and was instrumental in growing this business into the Italian food importer of choice of Woolworths. He sold his shares in Rialto in 2006 and formed the Chiluan Property Group and developed six A-grade distribution facilities for top quality tenants. Chiluan sold its distribution assets to Equites on listing. His intimate knowledge of the industrial market, and ability to research and find opportunities, market, build and manage all his properties in-house, has resulted in Andrea being able to outperform his competition and secure long term A-grade income tenants in the Cape Town industrial market.

ANDREA TAVERNA-TURISANCEO, Equities Property Fund, South-Africa

Calvin Schnure is Senior Vice President, Research & Economic Analysis, and joined Nareit in March 2011. He analyzes developments in the macro economy and their impact on REITs and commercial property markets, and on financial returns to REITs. He monitors performance of mortgage REITs and conditions in the U.S. mortgage market. He also conducts original research on REITs’ stock market returns and economic fundamentals. Calvin began his professional career in the 1990s as Economist at the Federal Reserve Board. While at the Fed he analyzed the non-bank financial sectors for the Flow of Funds Accounts, corporate profits and commercial paper markets in the Capital Markets group, and also analyzed business fixed investment, including capital spending on nonresidential structures, for the Fed’s economic forecast. Subsequently he was Vice President for US Economics at JPMorganChase, where he analyzed and forecast economic and financial market conditions, and advised senior management and clients. He was Senior Economist at the International Monetary Fund from 2002 through 2006, and Director of Economic Analysis at Freddie Mac from 2006 through 2011. Calvin earned a B.A. in Economics from Williams College, a Master of Arts in Law and Diplomacy from the Fletcher School at Tufts University, and a Ph.D. in Economics from the University of California, Berkeley.

DR. CALVIN SCHNURESenior Vice President, Research & Economic Analysis at NAREIT, USA

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$650 (EX VAT)

[ 2-week Course ]

GUEST LECTURES GUEST LECTURES

Our students come from three broad professional groups: Property Professionals, Built Environment Professionals and the Professional Services that work for clients' within the sector. Due to the rigorous nature of the platform, our candidates normally possess a minimum of three to five years of experience.

WHY THIS COURSE MATTERS TO YOUR CAREER

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