This real estate accounting course is a thorough training program designed to enhance the proficiency of CPAs and financial personnel in reviewing and analyzing financing activities for businesses and real estate. Featuring in-depth coverage of fundamental financing and real estate accounting principles, specialized terminology, and various financial instruments, the real estate taxation course offers significant benefits to attendees. Participants will gain insights into commercial financial services, understand the intricacies of real estate financing, and learn to conduct detailed analyses for different types of property investments. By the end of this real estate taxation CPE, attendees will be adept at evaluating financing options, making them invaluable assets in guiding businesses and clients through complex financial decisions.
Learning Objectives
Upon successful completion of this course, participants will be able to:
Chapter 1
Recognize characteristics of underwriting and identify federal lending laws;
Identify goals for federal loan programs and factors in determining FICO scores;
Chapter 2
Recognize some of the many regulations and lending laws;
Identify the sources, classifications, and types of mortgages;
Chapter 3
Recognize the factors to be considered in investment decision, including valuation methods and the risk-return tradeoffs;
Chapter 4
Recognize the main categories of commercial finance;
Identify benefits from factoring and leasing;
Identify investment criteria for venture capital firms;
Chapter 5
Identify different income producing commercial properties;
Recognize how lenders evaluate commercial real estate properties and borrowers;
Recognize lending rule-of-thumbs and terminology;
Recognize how property types affect value, risk, and financing sources; and
Identify aspects and steps of the construction loan process.
Major Topics
Real Estate Loans
Real Estate Financing
Fund Sources
Mortgage Options
Real Estate Investing Fundamentals
Commercial Financing
Equipment Leasing