IPA E-learning Course 3: Investing in Non-traded REITS Now Available on AI Insight!

Friday, February 1st, 2013 and is filed under AI Insight News

February 1, 2013 – The Investment Program Association (IPA) recently announced the launch of E-Learning Course 3: Investing in Non-Traded REITs, which is also available through AI Insight. This course joins E-Learning Course 1: Fundamental of Direct Investments and E-Learning Course 2: Introduction to Portfolio Construction and Management with Direct Investments to further expand high level, comprehensive education for Advisors and support staff in the Broker Dealer and Sponsor communities.

Upon completion of this course participants will be able to:

  • Confidently articulate the basic components and structure of Non-Traded REITs
  • Identify and communicate the prototypical life cycle of Non-Traded REITs
  • Leverage Non-Traded REITs while constructing diversified portfolios
  • Assess the investing environment for real estate assets
  • Analyze the financial considerations of a Non-Traded REIT by performing basic REIT accounting functions
  • Understand the taxation of REITs and the investor benefits therein
  • Identify the investing risks of REITs and the appropriate considerations for identifying suitable investors
  • Probably apply both Non-Traded and Traded REITs in a portfolio

Broker Dealer subscribers to AI Insight can access this new course as part of their subscription to AI Insight.  For more information on the new Investing in Non-Traded REITs E-Learning course please contact IPA’s Director of Education, Ken Montgomery at kmontgomery@ipa.com or 212.812.9799 x220.