FINC 3013 Property Portfolio Management

This is an archived copy of the 2022-2023 catalog. To access the most recent version of the catalog, please visit https://hbook.westernsydney.edu.au.

Credit Points 10

Legacy Code 200873

Coordinator Jufri Marzuki Opens in new window

Description This subject examines the role of property in an investment portfolio, with particular attention given to property portfolio performance analysis and property investment strategy. Indirect property investment vehicles in Australia and overseas are assessed, including Real Estate Investment Trusts, property syndicates, property securities funds and unlisted property funds. The performance analysis of both direct and indirect property is also examined to assess the strategic contribution of property to an investment portfolio.

School Business

Discipline Investment and Securities

Student Contribution Band HECS Band 4 10cp

Check your HECS Band contribution amount via the Fees page.

Level Undergraduate Level 3 subject

Equivalent Subjects FINC 3012 Property Portfolio Analysis (V2) LGYA 4695 Property Portfolio Analysis (V2)

Restrictions External offerings for this subject are only available to students who are enrolled in a Property program or field of study.

Assumed Knowledge

A sound understanding of commercial property.

Learning Outcomes

On successful completion of this subject, students should be able to:

Explain the significance of property in an institutional investment portfolio.
Apply property performance analysis and property portfolio performance analysis to property investment and decision making.
Explain the role of investment strategy in property portfolio management.
Identify the range and features of the various property investment vehicles.
Prepare a REIT valuation report.
Explain the significance of international property in a portfolio.

Subject Content

1. Introduction to investment portfolio management and analysis.
2. Assessing property investment risk and return assessment.
3. Mixed-asset portfolio analysis.
4. Advanced property portfolio analysis.
5. Property investment vehicles.
6. Valuation of real estate investment trusts.

Assessment

The following table summarises the standard assessment tasks for this subject. Please note this is a guide only. Assessment tasks are regularly updated, where there is a difference your Learning Guide takes precedence.