Robust online program covers fundamental concepts in commercial real estate sector
and related investment strategies for navigating post-pandemic global market shifts.
AMHERST, MA, (JUNE 4, 2024) – The Chartered Alternative Investment Analyst (CAIA) Association, the global professional body for the alternative investment industry, is today announcing the launch of the latest addition to its innovative UniFi by CAIA™ platform: the Real Estate Microcredential geared towards advisors, wholesalers, and more.
This online, self-directed program offers a deep dive into the fundamentals of public and private real estate investing, tailored specifically for client-facing wealth management professionals working in business development, product management, and financial advice.
Sponsored by Nuveen and PGIM, participants in the Real Estate Microcredential program will benefit from a curriculum crafted in collaboration with some of the largest and most prominent asset and wealth management firms.
To earn the microcredential, participants must complete four modules spanning six hours. The modules cover the fundamentals of real estate investing, different types of commercial real estate, investing in real estate equity and debt, and real estate portfolio implementation. The program qualifies for 6 continuing education credits from the CFP Board and Investments & Wealth Institute.
“Individual investors and financial advisors have access to more private real estate investment opportunities now than ever before and most understand the role that real estate can play in helping build a path to wealth,” said Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, and Head of UniFi by CAIA™. “However, the asset class and its many subsectors are far more diverse and complex than what’s on the surface, a fact that was revealed by the global pandemic a few years ago. Further, the number of new product launches has grown substantially. Foundational education is necessary if we’re to create better outcomes for our clients. We are very pleased to launch this new microcredential at such a key point in the latest commercial real estate cycle."
"At PGIM, we recognize the importance of education in empowering investors to make informed decisions. We are proud to support CAIA in its efforts to provide this fundamental training in real estate investing through the UniFi by CAIA™ platform. This microcredential will equip professionals with the expertise needed to drive a client-centric approach to navigating the dynamic landscape of global real estate markets," said Dominick Carlino, Global Head of Alternative Investments, PGIM.
“We are very pleased to have partnered with CAIA and the other organizations that have made such important contributions to the development of this microcredential,” added Jeff Carlin, Senior Managing Director and Head of Global Wealth Advisory Services, Nuveen. “There are myriad ways for investors and advisors to put real estate to work in a diversified portfolio, and this program provides key learnings and crucial context to help understand which approaches might play the proper role in meeting an investor’s long-term goals.”
The Real Estate Microcredential is the latest addition to the rapidly growing lineup of UniFi by CAIA™ offerings, which also include a Digital Assets Microcredential, a Private Debt Microcredential, and the recently updated Fundamentals of Alternative Investments Certificate program, the flagship of the UniFi by CAIA ™ portfolio of educational programs.
More information on UniFi by CAIA™ can be found here: https://caia.org/programs/unifi
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Media Contact:
Chris Sullivan
Craft & Capital
chris@craftandcapital.com
About CAIA Association
The CAIA Association, a global professional body, pioneers a new era in investment management. At the forefront of the shifting of alternative investment asset classes from 'alternative' to mainstream, CAIA embraces diverse expertise and interdisciplinary knowledge essential for responsible capital allocation and client stewardship. A Member-driven organization representing professionals in more than 100 countries, the organization seeks to prepare investors for a dynamic future, disrupting traditions, creating opportunities, and fostering long-term sustainability. To learn more about the CAIA Association and how to become part of a professional network that is shaping the future of investing, please visit https://caia.org/.
