Real estate can play multiple roles in a portfolio, like generating income, growth, inflation protection, and capital preservation. However, real estate is a very diverse asset class, and its role depends heavily on the type of property, location, and sector. For wealth management professionals, understanding the various styles, sectors, and access points for real estate can help build a client-centric, diversified portfolio.

Location, Location, Location … A Deeper Look at Real Estate Investment Strategies.

Showcase your continued learning and professional growth.

Lay your foundational knowledge of real estate with the UniFi by CAIA™ Real Estate Microcredential! You’ll strengthen your understanding of real estate investments using a flexible, convenient, and entertaining format. Individual course registration is US$395 with corporate group rates available. Enroll online today or get in touch for more information. 

 

Real Estate Microcredential


The Real Estate
Microcredential.

In-demand industry knowledge.

Offered entirely online, the Real Estate Microcredential spans 6 flexible hours, spread across 4 modules ensuring a comprehensive understanding of real estate investments all in one place! Within each module, you’ll experience well-defined learning objectives, periodic knowledge checks, and a mastery-confirming quiz which indicates your readiness to progress. Plus, this video-based microcredential features insights from prominent asset and wealth management firms and is eligible for 6 CE credits.


The Fundamentals of Real Estate
(Module 1)

  • The History of Real Estate Investing
  • Characteristics of Real Estate
  • Types of Real Estate
  • Real Estate Equity and Debt Investing
  • Listed vs. Unlisted Real Estate
  • Performance Expectations
    of Real Estate
     



Investing in Real Estate
(Module 3)

  • Size of the Real Estate Market
    and the Investible Universe 
  • Listed vs. Unlisted Real Estate Investments
  • Real Estate Debt 
  • Real Estate Equity 
  • Sustainability in Real Estate Investing

     

     

Introductions to Real Estate
Sectors
(Module 2)

  • Heterogeneity of Commercial
    Real Estate
  • Office Sector
  • Industrial Sector
  • Retail Sector
  • Multi-Family Sector
  • Emerging Sector


Real Estate Portfolio
Implementation
(Module 4)

  • Important Fund Vehicle Concepts
  • Fund Vehicles and Real Estate Investing
  • Performance Measurement
  • Asset Allocation and
    Portfolio Construction
  • Implementation

     

 

Supported by the wealth and asset management industry.

Nuveen

Nuveen is a global investment leader, managing an array of public and private assets for clients around the world and on behalf of our parent company TIAA. With diverse expertise across income and alternatives, we invest in the growth of businesses, real estate, infrastructure, farmland, and forests to help make an enduring impact on our world.

PGIM Investments

PGIM Investments provides access to active investment strategies across the global markets in the pursuit of consistent outperformance for investors. We’re part of PGIM, the global investment management business of Prudential Financial, Inc.—the world’s 14th-largest investment manager with more than $1.3 trillion in assets under management and a company that individuals and businesses have trusted for over 140 years. Our scale and investment experience allow us to deliver a diversified suite of actively managed solutions across a broad spectrum of asset classes and investment styles.

Recognizing your accomplishments.

After successfully completing the program, you will be awarded a certificate of completion, as well as a verifiable digital badge from CAIA and through Credly. This program will also qualify for 6 continuing education credits for CFP® Board (US only), Investments and Wealth Institute, and Canadian Investment Regulatory Organization (CIRO) members.

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CAIA Members click here for complimentary access