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

Will Morgan is an awarding winning tutor who has been running courses in Guernsey, Jersey, Dublin and the UK for the past 10 years. Will previously worked for BPP Professional Education and has been training independently for the past 8 years. He has worked for a number of leading institutional clients, as well as numerous independent organisations.

Will is now the Managing Director of Offshore, a specialist accounting outsource provider, based in Guernsey employing 15 professionals working for a variety of clients in the trust, fund, commercial and public sector.

Will’s training has been adapted over the years based on the work he has undertaken in the Channel Islands, understanding the practical skills that professionals need, rather than theoretical concepts.

His classes are highly interactive; sometimes amusing and always engaging.

Course at a Glance

  • Next Start Dates: New dates TBA
  • CPD Points: 4
  • Course Cost: £195.00
  • Course Length: Half day (09:00-13:00)

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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