Real Estate Investment Structuring & Advisory- Course Outline
π MODULE 1: Introduction to Real Estate Investment
- ποΈ Overview of Nigerian real estate investment landscape
- π’ Key market segments: residential, commercial, off-plan, mixed-use
- π° Returns, risks, and trends
- π§βπΌ Role of advisory services in maximizing ROI
βοΈ MODULE 2: Investment Vehicles & Structures
- π€ Individual ownership vs SPVs (Special Purpose Vehicles)
- π€ Joint ventures and partnerships
- π’ Corporate structures for real estate projects
- βοΈ Tax and regulatory considerations
- πΌ Trusts, funds, and collective investment schemes
π MODULE 3: Due Diligence & Risk Assessment
- βοΈ Legal due diligence: title, consent, permits
- π Market and feasibility assessment
- π° Financial and funding risk evaluation
- π οΈ Developer track record review
- π‘οΈ Risk mitigation strategies
πΌ MODULE 4: Capital Structuring
- π Equity vs debt financing
- ποΈ Off-plan funding and pre-sales
- π¦ Mortgage-backed structures
- π€ Syndication and investor pooling
- π‘ Practical examples of Nigerian investment deals
βοΈ MODULE 5: Governance & Compliance
- βοΈ Structuring agreements to protect investors
- ποΈ Board and management oversight
- βοΈ Regulatory compliance (Lagos State, CBN, SEC where applicable)
- ποΈ Reporting obligations and investor disclosure
- β Avoiding regulatory penalties
π€ MODULE 6: Joint Venture & Partnership Agreements
- π Key clauses in JV agreements
- π° Profit-sharing, exit, and dispute resolution
- ποΈ Land acquisition and development obligations
- βοΈ Risk allocation between partners
- π‘οΈ Protecting minority investor rights
π MODULE 7: Financial Modelling & ROI
- π Investment appraisal techniques
- πΉ Cash flow modelling and sensitivity analysis
- βοΈ Risk-adjusted returns
- π Scenario planning for off-plan and long-term projects
- π§βπΌ Using modelling for investor advisory
π§βπΌ MODULE 8: Investor Relations & Advisory Practice
- π€ Managing investor expectations
- π Reporting structures and communication
- π Investor education and market updates
- βοΈ Handling complaints and disputes
- π‘οΈ Advisory ethics and professional responsibility
π‘ MODULE 9: Practical Case Studies & Workshop
- π Real Nigerian investment deals analysis
- π€ Structuring joint ventures and SPVs
- β οΈ Risk identification and mitigation exercises
- π Group advisory simulations
π MODULE 10: Professional Practice & Certification
- π Documenting advisory work
- π° Fee structuring for advisory services
- π Certification assessment