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Quest Training

Real Estate Portfolio & Asset Management Training Course

Focuses on property performance after investment, not on deal-making: asset business plans, income growth, capital spending, portfolio reviews, and exits.

RAF · Real Estate Asset Management & FinanceAll Levels#3112ClassroomEnglish , Arabic
Duration
5 Days
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Free substitution at any time · 30+ days' notice: full refund minus 10%. Cancellation policy

Sectors:Real Estate & Property ManagementCategories:Real Estate Asset Management & Finance

Course Overview

The Real Estate Portfolio & Asset Management Training Course equips asset managers, portfolio managers, and government property teams with the skills needed to raise the performance of real estate after it has been acquired or built. Its focus is the holding period: what owners do with income, costs, capital spending, and risk once the investment decision has been made, rather than how deals are sourced, structured, or financed. Across the Gulf and Africa, public bodies, endowments, family offices, and pension-backed investors hold large estates whose value depends on active management. The course begins by separating asset management from property management and investment management, and by defining the mandates, reporting lines, and delegations that link them. Participants build asset business plans that turn the owner's objectives into income, occupancy, and cost targets. They analyze rent rolls, lease expiry profiles, net operating income, tenant concentration, operating cost benchmarks, and property management performance. The program then moves to portfolio level. Participants segment holdings by role and performance, set allocation and diversification limits, stress test income, and use hold, improve, or sell analysis to direct capital. Capital expenditure planning, refurbishment appraisal, repositioning, valuation governance using the International Valuation Standards and IAS 40 reporting, debt covenant monitoring, and sustainability benchmarking such as GRESB are covered from an owner's perspective, along with the principles of ISO 55000 for managing assets. The course is delivered through portfolio case studies, rent roll and cash flow exercises, capital prioritization simulations, and a final portfolio review workshop. Participants leave with an asset business plan template, a performance dashboard, a capital expenditure ranking tool, a hold or sell framework, and a portfolio strategy outline they can adapt to their own holdings.

Learning Objectives

  • Distinguish asset management from property management and investment management in mandate, accountability, and role limits.
  • Translate owner objectives into asset business plans with income, occupancy, and cost targets.
  • Analyze rent rolls, lease expiry profiles, and tenant concentration to identify income risk before it affects performance.
  • Calculate net operating income and explain the drivers behind changes in asset performance.
  • Benchmark operating costs and supervise property managers against agreed performance standards.
  • Segment a portfolio by role, performance, and risk, and set allocation and diversification limits.
  • Stress test portfolio income against vacancy, rent, cost, and interest rate scenarios.
  • Prioritize capital expenditure using a consistent appraisal of return, risk, and asset condition.
  • Evaluate refurbishment and repositioning options for underperforming assets against alternatives on return and risk.
  • Govern external valuations using the International Valuation Standards and IAS 40 reporting, protecting valuer independence.
  • Apply hold, improve, or sell analysis and prepare a disciplined exit recommendation.
  • Report portfolio performance, risks, and sustainability measures clearly to boards and owners in a form that supports decisions.
  • Align property, leasing, finance, and facilities teams around a single plan for each significant asset.

Who Should Attend

This course is designed for real estate asset managers, portfolio managers, property investment officers responsible for held assets, heads of real estate, and senior property managers moving into an owner-side role with responsibility for income. It is equally relevant for finance and performance analysts, valuation and risk officers, facilities leaders, and officials in ministries, state property authorities, municipalities, and endowment bodies who manage public or charitable real estate. Professionals in sovereign and pension-backed investors, real estate funds, family offices, developers with retained portfolios, and insurance companies with property holdings across the Gulf and Africa will find the course directly applicable. It is particularly valuable for organizations that have built or acquired large estates and now need disciplined performance management, clearer capital decisions, and stronger reporting to their boards, as well as for teams moving from development into long-term ownership.

Learning Outcomes

  • By the end of this course, participants will be able to:
  • Define the role and accountability of an asset manager during the holding period, separate from the other property roles.
  • Write an asset business plan linking owner objectives to income, occupancy, and cost targets.
  • Read a rent roll and identify lease expiry, concentration, and reversion issues that threaten future income.
  • Analyze net operating income and explain what is driving performance changes.
  • Hold property managers accountable through benchmarks, service levels, and reports.
  • Segment a portfolio and set practical allocation and diversification limits.
  • Stress test portfolio income and propose actions to manage the exposures found.
  • Rank capital projects using a consistent appraisal of return, risk, and condition.
  • Judge refurbishment and repositioning options for underperforming assets.
  • Oversee valuations with appropriate governance, independence, and informed challenge.
  • Recommend holding, improving, or selling an asset with supporting financial evidence and clear reasoning.
  • Report portfolio performance to boards in a clear and decision-ready form.

Course Outline

Course Outline:

Day 1

Asset Management After the Investment Decision

  • Asset management, property management, and investment management: roles and accountability
  • Owner objectives, mandates, delegations, and reporting lines across a real estate organization
  • The asset business plan: income, occupancy, cost, and capital targets for the holding period
  • What government, endowment, and institutional owners want from a property estate
  • Data foundations: lease data, asset records, and one reliable version of performance
  • Performance measures for the holding period: income return, total return, and occupancy
  • Practical application: participants draft an asset business plan for a mixed-use office and retail property
Day 2

Income and Operating Performance

  • Reading a rent roll: lease expiry profile, tenant concentration, and reversion potential
  • Net operating income analysis and the drivers behind changes in performance
  • Operating cost benchmarking, service charge recovery, and vacancy costs
  • Supervising property managers through service levels, reporting, and performance reviews
  • Leasing priorities and tenant retention as asset management decisions
  • Government and endowment estates: occupied buildings, social objectives, and implicit rents
  • Practical application: participants diagnose income risks from a sample rent roll and set corrective actions
Day 3

Capital Expenditure, Refurbishment, and Repositioning

  • Condition surveys, lifecycle planning, and the principles of ISO 55000 for managing assets
  • Appraising capital projects using simple return and discounted cash flow measures
  • Refurbishment, change of use, and repositioning of underperforming assets
  • Sustainability upgrades and benchmark reporting for owners such as GRESB
  • Controlling project delivery so that capital spending reaches the planned income
  • Practical application: participants rank competing capital projects across a portfolio with limited budget
Day 4

Portfolio Construction and Risk

  • Segmenting a portfolio by role, performance, and risk, and setting allocation limits
  • Diversification by sector, location, tenant, and lease expiry
  • Stress testing income against vacancy, rent, cost, and interest rate scenarios
  • Debt covenant monitoring and refinancing awareness from an asset manager's perspective
  • Valuation governance using the International Valuation Standards and IAS 40 reporting
  • Concentration in a single sector, tenant, or district and practical ways to reduce it
  • Practical application: participants stress test a portfolio and recommend risk limits
Day 5

Hold, Improve, or Sell and Portfolio Reporting

  • Hold, improve, or sell analysis and the discipline of the exit recommendation
  • Preparing an asset for disposal: data room, lease data, and vendor preparation
  • Performance dashboards and board reporting that lead to decisions
  • Using sale proceeds: reinvestment, debt reduction, and distributions to owners
  • Annual portfolio strategy reviews and aligning asset plans with owner objectives
  • Final workshop: participants present a portfolio review with asset plans, capital priorities, and hold or sell recommendations

Upcoming Dates

Selected date

Kigali · 8 – 12 Mar 2027 · Classroom

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CityDatesPrice per ParticipantEarly Bird
MadridScheduled
2 – 6 Nov 2026€5,400—
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MakkahScheduled
9 – 13 Nov 2026€4,200—
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ManamaScheduled
16 – 20 Nov 2026€4,700—
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MuscatScheduled
16 – 20 Nov 2026€5,300—
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OnlineScheduled
22 – 26 Nov 2026€1,700€1,530until 2 Nov
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Sharm El-SheikhScheduled
30 Nov – 4 Dec 2026€4,300€3,870until 9 Nov
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ParisScheduled
30 Nov – 4 Dec 2026€5,700€5,130until 9 Nov
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SingaporeScheduled
7 – 11 Dec 2026€6,700€6,030until 16 Nov
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AbujaScheduled
14 – 18 Dec 2026€5,100€4,590until 23 Nov
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AmmanScheduled
20 – 24 Dec 2026€3,100€2,790until 30 Nov
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AccraScheduled
21 – 25 Dec 2026€5,100€4,590until 30 Nov
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AmsterdamScheduled
28 Dec 2026 – 1 Jan 2027€5,400€4,860until 7 Dec
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BarcelonaScheduled
4 – 8 Jan 2027€5,400€4,860until 14 Dec
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BakuScheduled
4 – 8 Jan 2027€4,800€4,320until 14 Dec
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BeirutScheduled
10 – 14 Jan 2027€4,000€3,600until 21 Dec
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BerlinScheduled
18 – 22 Jan 2027€5,800€5,220until 28 Dec
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CairoScheduled
24 – 28 Jan 2027€3,300€2,970until 4 Jan
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Cape TownScheduled
25 – 29 Jan 2027€5,100€4,590until 4 Jan
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CasablancaScheduled
1 – 5 Feb 2027€4,300€3,870until 11 Jan
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DammamScheduled
7 – 11 Feb 2027€4,200€3,780until 18 Jan
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DohaScheduled
7 – 11 Feb 2027€4,400€3,960until 18 Jan
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DubaiScheduled
14 – 18 Feb 2027€4,400€3,960until 25 Jan
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ErbilScheduled
21 – 25 Feb 2027€3,100€2,790until 1 Feb
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IstanbulScheduled
22 – 26 Feb 2027€4,700€4,230until 1 Feb
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JeddahScheduled
28 Feb – 4 Mar 2027€4,200€3,780until 8 Feb
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KigaliScheduled
8 – 12 Mar 2027€5,100€4,590until 15 Feb
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Kuala LumpurScheduled
8 – 12 Mar 2027€4,400€3,960until 15 Feb
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LisbonScheduled
15 – 19 Mar 2027€5,400€4,860until 22 Feb
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MadinahScheduled
22 – 26 Mar 2027€4,200€3,780until 1 Mar
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LondonScheduled
22 – 26 Mar 2027€5,600€5,040until 1 Mar
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Available in: Istanbul · Dubai · London · Doha · Amsterdam

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