Real estate can play multiple roles in a portfolio, like generating income, growth, inflation protection, and capital preservation. However, real estate is a very diverse asset class, and its role depends heavily on the type of property, location, and sector. For wealth management professionals, understanding the various styles, sectors, and access points for real estate can help build a client-centric, diversified portfolio.
Location, Location, Location … A Deeper Look at Real Estate Investment Strategies.
Showcase your continued learning and professional growth.
Lay your foundational knowledge of real estate with the UniFi by CAIA™ Real Estate Microcredential! You’ll strengthen your understanding of real estate investments using a flexible, convenient, and entertaining format. Individual course registration is US$395 with corporate group rates available. Enroll online today or get in touch for more information.
In-demand industry knowledge.
|
|
Introductions to Real Estate |
|
Supported by the wealth and asset management industry.
Recognizing your accomplishments.
After successfully completing the program, you will be awarded a certificate of completion, as well as a verifiable digital badge from CAIA and through Credly. This program will also qualify for 6 continuing education hours for CFP® Board (US only), Investments and Wealth Institute, and Canadian Investment Regulatory Organization (CIRO) members.