NoScript Tracker
Register Customised training
This training is offered in both face-to-face and distance learning formats. More information
Catalog

REIF - Fundamentals: Understanding the Commercial Design of Real Estate Investment Products

Investment Funds

In collaboration with:

See more

Description

Introduction

Real Estate Investment products play a key role in portfolio diversification and long-term value creation. This course offers a practical overview of the main product types—open-ended, closed-ended, listed, and segregated—along with their risk, performance, and liquidity profiles.

Objectives

 After completing this course, learners will gain a solid understanding of the macroeconomic factors influencing real estate investments, as well as the broader environment for real estate products from an investor’s perspective. The course covers various product structures—including open-ended, closed-ended, listed vehicles, and segregated accounts—alongside key considerations such as liquidity, risk, and performance criteria.
Participants will also explore the characteristics of real estate investment products in the European and Luxembourg markets, and examine the fundamental commercial distinctions between open-ended and closed-ended fund designs.

 

Programme

Introduction

  • Case Study: Your own practical exposure to Real Estate investment (Location/Style/Equity/Debt/Income/Tax)
  • Introduction to the real estate investment asset class
  • Understanding the overall environment for real estate investments from an investor perspective
  • Understand different product formats (open, closed, listed, segregated accounts)
  • Key real estate fund investment criteria for investors
  • Overview: European and Luxembourg markets for real estate investment products

A brief introduction to:

  • Principles of tax & legal structuring 
  • Designing a financial framework
  • Roles of parties involved in real estate funds
  • Typical operating processes in real estate funds
  • Typical governance & controls in real estate funds 

Case study 1: What do you expect to see in a term sheet for an open-ended fund?

Case study 2: How will the commercial design differ for a closed-ended fund?

Target Audience

It is particularly relevant for Fund and Asset Managers, Accountants, Risk Managers, Bank employees, Fund Administrators, Corporate Secretaries, and other professionals working in or alongside the real estate and investment fund industries. This course is designed for professionals seeking to deepen their knowledge or become actively involved in real estate investment products.  

Conditions

Course Material

Please note that for environmental reasons no paper version of the training material will be provided for your training. The course material can be downloaded free of charge via your portal before the start of the course (download the Client Portal User’s Guide here). You will be able to view it on the screen of your mobile device or print it if necessary. If your registration has been made by a training manager of your company please contact him/her so that he/she can give you access to it or send it to you.

Exam

For this course, an optional exam is available. Interested candidates may select a date from the list of scheduled exam sessions. Registration for the exam must be completed at least five days prior to the chosen exam date. Please note that a registration fee applies.

Certificate

At the end of the course, participants will be able to download a certificate of attendance via their client portal.

Location
Chambre de Commerce Luxembourg
7, rue Alcide de Gasperi
L-1615 Luxembourg
Luxembourg
Calculate the itinerary

Sessions and schedules

Download the schedule (PDF)

  • Wed 01.10.2025

    08:30 to 17:30

    8H

    REIF Fundamentals - Understanding the commercial design of Real Estate investment products

    Chambre de Commerce Luxembourg

Duration 1H

Location Chambre de Commerce Luxembourg

  • Tue 16.09.2025 08:45 to 11:45
  • Tue 23.09.2025 08:45 to 11:45
  • Thu 25.09.2025 08:45 to 11:45
  • Tue 30.09.2025 08:45 to 11:45
  • Tue 07.10.2025 08:45 to 11:45
  • Tue 14.10.2025 08:45 to 11:45
  • Tue 21.10.2025 08:45 to 11:45
  • Tue 28.10.2025 08:45 to 11:45
  • Thu 30.10.2025 08:45 to 11:45
  • Tue 11.11.2025 08:45 to 11:45
  • Tue 25.11.2025 08:45 to 11:45
  • Thu 27.11.2025 08:45 to 11:45
  • Tue 02.12.2025 08:45 to 11:45
  • Thu 04.12.2025 08:45 to 11:45
  • Tue 09.12.2025 08:45 to 11:45
  • Thu 11.12.2025 08:45 to 11:45
  • Tue 16.12.2025 08:45 to 11:45
  • Thu 18.12.2025 08:45 to 11:45
  • Tue 13.01.2026 08:45 to 11:45
  • Tue 20.01.2026 08:45 to 11:45
  • Tue 27.01.2026 08:45 to 11:45
  • Thu 29.01.2026 08:45 to 11:45
  • Tue 03.02.2026 08:45 to 11:45
  • Tue 10.02.2026 08:45 to 11:45
  • Tue 24.02.2026 08:45 to 11:45
  • Thu 26.02.2026 08:45 to 11:45
  • Tue 03.03.2026 08:45 to 11:45
  • Tue 10.03.2026 08:45 to 11:45
  • Tue 17.03.2026 08:45 to 11:45
  • Tue 24.03.2026 08:45 to 11:45
  • Thu 26.03.2026 08:45 to 11:45
  • Tue 14.04.2026 08:45 to 11:45
  • Tue 21.04.2026 08:45 to 11:45
  • Tue 28.04.2026 08:45 to 11:45
  • Thu 30.04.2026 08:45 to 11:45
  • Tue 05.05.2026 08:45 to 11:45
  • Tue 12.05.2026 08:45 to 11:45
  • Tue 19.05.2026 08:45 to 11:45
  • Thu 28.05.2026 08:45 to 11:45
  • Tue 02.06.2026 08:45 to 11:45
  • Tue 09.06.2026 08:45 to 11:45
  • Tue 16.06.2026 08:45 to 11:45
  • Thu 25.06.2026 08:45 to 11:45
  • Tue 30.06.2026 08:45 to 11:45
  • Tue 07.07.2026 08:45 to 11:45
  • Tue 14.07.2026 08:45 to 11:45
  • Tue 15.09.2026 08:45 to 11:45
  • Tue 22.09.2026 08:45 to 11:45
  • Thu 24.09.2026 08:45 to 11:45
  • Tue 29.09.2026 08:45 to 11:45
  • Tue 06.10.2026 08:45 to 11:45
  • Tue 13.10.2026 08:45 to 11:45
  • Tue 20.10.2026 08:45 to 11:45
  • Tue 27.10.2026 08:45 to 11:45
  • Thu 29.10.2026 08:45 to 11:45
  • Tue 03.11.2026 08:45 to 11:45
  • Tue 10.11.2026 08:45 to 11:45
  • Tue 24.11.2026 08:45 to 11:45
  • Thu 26.11.2026 08:45 to 11:45
  • Tue 01.12.2026 08:45 to 11:45
  • Tue 08.12.2026 08:45 to 11:45
  • Tue 15.12.2026 08:45 to 11:45