Assess the capital and liquidity implications of real estate project valuation.
Building Valuation Models for Major Real Estate Investment Projects
A structured, applied course in real estate project valuation — designed to be used the week you return.
Course Overview
Regulators no longer accept intent as evidence of control over real estate project valuation. Growth built on poorly controlled project valuation reverses faster than it accumulated. The material serves both public bodies and commercial organisations dealing with this strand of financial and banking practice. Field experience suggests that the barrier to better real estate project valuation is rarely technical. It concentrates on the parts of the wider financial and banking practice agenda that determine outcomes and treats the rest proportionately. Cases are chosen to expose the trade-offs in project valuation rather than to illustrate ideal conditions. Moving real estate project valuation from written policy into daily practice is not achieved by a single decision. They gain the ability to sequence improvements to project valuation in an order their organisation can absorb. Participants finish with a short, specific brief on this area of financial and banking practice ready to put in front of a decision maker.
Expected Learning Outcomes
Define the risk appetite applying to project valuation and translate it into operating limits.
Build the audit evidence that demonstrates real estate project valuation operated as designed.
Sequence improvements to project valuation so that each step makes the next one easier.
Diagnose whether a problem in real estate project valuation is one of design, resourcing or discipline.
Document decisions about project valuation in a form that remains useful after the people change.
Validate the assumptions inside any model supporting real estate project valuation.
Who Should Attend
Risk managers responsible for real estate project valuation.
Investment and portfolio managers exposed to project valuation.
Experienced practitioners formalising an approach to real estate project valuation that has grown up informally.
Training and development staff building internal capability in project valuation.
Operations staff executing and settling real estate project valuation.
Financial technology and change staff modernising project valuation.
Course Modules
Real estate project valuation: the control framework and segregation of duties
2 sessions · 8 pointsSession 1The control on real estate project valuation that looks strong and is not
- Translate the appetite for real estate project valuation into limits someone monitors daily.
- Review concentration by counterparty, sector and geography inside project valuation.
- Agree the smallest change to real estate project valuation that would be visibly useful.
- Document the remediation plan for each known weakness in project valuation.
Session 2Evidencing that project valuation worked as designed
- Establish who is informed, consulted and accountable in real estate project valuation.
- Confirm regulatory reporting on project valuation is complete, timely and reconciled.
- Establish the boundary of real estate project valuation and record what sits outside it.
- Compare the cost of project valuation with the cost of its absence.
Project valuation: capital, liquidity and balance sheet effect
2 sessions · 8 pointsSession 1The early warning on project valuation that arrives in time
- Arrange the handover of real estate project valuation so capability survives staff changes.
- Review the pricing of project valuation against the risk being assumed.
- Identify where judgement in real estate project valuation is legitimate and where it is not.
- Map the handovers in project valuation between functions and secure them.
Session 2The assumption inside the model for project valuation that nobody revisits
- Estimate the resource real estate project valuation requires to run as designed.
- List the assumptions in any model supporting project valuation and when each was last challenged.
- Confirm segregation of duties across initiation, approval and settlement of real estate project valuation.
- Confirm client due diligence standards applied to project valuation are current.
Project valuation: regulatory obligation and supervisory expectation
2 sessions · 8 pointsSession 1The decisions in project valuation that cannot be delegated
- Set out the decisions in real estate project valuation that require sign-off and by whom.
- Design the exception process for project valuation and require a documented rationale.
- Benchmark the organisation's real estate project valuation against comparable operations.
- Agree what will be standardised in project valuation and what will not.
Session 2Moving real estate project valuation from approval to execution
- Remove steps in real estate project valuation that add effort without adding assurance.
- Set early warning indicators for project valuation with defined action thresholds.
- Test the procedure for real estate project valuation against a realistic scenario.
- Confirm that reporting on project valuation reaches the people who can act.
Project valuation: reporting that supports a decision
2 sessions · 8 pointsSession 1Building the method for project valuation step by step
- Rank the weaknesses in real estate project valuation by consequence rather than by ease of fixing.
- Set out how exceptions to project valuation are requested and approved.
- Prepare the evidence pack demonstrating real estate project valuation operated as designed.
- Check the legal and contractual exposure created by project valuation.
Session 2Handling a breach of policy on project valuation properly
- Verify reconciliation and settlement controls covering real estate project valuation.
- Test project valuation against a scenario the organisation would rather not model.
- Identify the key controls over real estate project valuation and who tests them.
- State the risk appetite for project valuation as a number, not an adjective.
Choose the package that suits you
Silver Package
At least 3 people
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Gold Package
At least 3 people
- 5-night stay in a 5-star hotel
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Complete your registration
We will contact you within one business day to confirm.