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Finance, Investments & Funds

Property Fund Administration

Course details

CPD Points

4

Cost

£205

Length

Half day (09:00-13:00)

Course Overview

A property fund is a fund that invests capital directly in real estate property and property portfolios. A typical property fund has a predetermined life span that usually varies between 5-7 years after which the fund's properties are sold and the capital is distributed back to the fund investors.

This course is highly practical and will involve a number of examples and workshop activities.

Course Content

  • Introduction to the property fund industry
  • Review of structures, LLC, unit trusts, limited partnerships, master feeder, multi class
  • Understanding of taxation, transfer pricing, baker trusts and NRL
  • Overview of the property fund cycle, including debt management
  • Overview of fee structures and industry stakeholders
  • Sharia property funds – the changing marketplace

Course Benefits

Property fund courses have often formed part of a more general funds based program. This course provides a focus on a unique industry.

This course is suitable for administrators, including less experienced management, who wish to focus on this area of administration and will:

  • Demystify property fund structures
  • Understanding the current tax planning structures within the property fund sector
  • Review the property fund lifecycle and funding cycle

Structuring within the industry can be reasonably complex, this course aims to spend time understanding why structures exist in the manner they do. The course also focuses on the tax implications faced by many funds, and the pitfalls for administrators working in the property fund sector.

Next Steps

If you would like to book a place on this course please click on the ‘Book Course’ button to the right of this page and login or register for a user account to complete your booking(s). Any queries please do not hesitate to contact us via [email protected] or call us on 01481 244570.

If no date is scheduled for this course at the present time please click on the ‘Register Interest’ button and login or register for a user account so that we can add you to our course interest register. This register allows us to contact our tutors and finalise dates for a course as soon as we have a few people who have expressed their interest, so the more delegates who register their interest, the sooner we can schedule a particular course.

Course Tutor

  • Victoria Le Poidevin

    Vicky Le Poidevin FCA, Dip IoD regularly provides interactive and engaging training sessions to a wide range of financial services and commercial delegates. Vicky continually adapts her training style to suit the variety of delegates that attend her courses, and she actively enjoys running training for all levels of experience including parties at the beginning of their career, directors looking to continually enhance their skills and all parties in between looking to upskill or get ahead in their career.

    Vicky's training is under pinned by practical, real-life examples that leverage her 20 plus years' experience in the financial services sector. Vicky believes that delegates learn by doing, so she tries to include practical exercises into her courses to ensure the learning experience remains interesting, relevant, and engaging. As well as running numerous training courses, Vicky is a management consultant and has worked with numerous businesses on multiple projects, giving her a unique knowledge and experience to enrich her training. Vicky's generalist financial services experience also includes 10 plus years of auditing and accounting with a big four firm /regional firm and holding senior roles in both the Fund and Trust sector.

Upcoming Courses

Some courses we run are scheduled based on demand. Please ensure you register your interest to ensure we know which courses you would like to attend.