Property Fund Administration

Course Summary

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.

Introduction

Property fund courses have often formed part of a more general funds based programme.  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
  • Explain the current tax planning structures within the property fund sector
  • Review the property fund lifecycle and funding cycle.

Topics

  • 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

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.

Tutor Profile

Vicky is a fellow of the ICAEW with over 15 years’ experience in the finance sector. She trained with a big four firm and spent time in senior roles in both the Fund and Trust sector before joining Offshore in September 2016.

Vicky’s previous training experience includes delivering courses for both qualified and unqualified staff at a big four firm, evening classes at a professional training agency and to industry professionals in her role at Offshore.

Course at a Glance

  • Next Start Date: 16 October 2018
  • CPD Points: 4
  • Course Cost: £195.00
  • Course Length: Half day (09:00-13:00)
  • Location: GTA University Centre, Guernsey
  • Tutor: Will Morgan

There are no dates currently available for this course, If you would like to register your interest please complete the form below:

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