Private Equity Fund Structure and Management

Release Date: June 2022

Course length: 3 hours/7 modules
Level: Introductory/Intermediate 
Designed for: Developers, owners, investors and finance and investment professionals.
Course Access: Upon enrollment, students have 90 days to complete this course.

The real estate private equity fund industry has grown into a multibillion-dollar global business. These funds can allow managers to diversify and expand funding sources, invest in larger, higher-quality projects, obtain better terms from banks, and earn fees from the fund, including promoted interest. This interactive on-demand course provides an introduction to real estate private equity funds, how to create them, and how to manage them successfully. Learn what distinguishes a private equity fund from other types of real estate investment vehicles and explore the characteristics of fund strategies, options for fund structures, and sources of fund sponsor compensation. Consider what factors to consider when determining return objectives and the ideal amount of leverage, walk through the fundraising process, and hear strategies for success. Gain an understanding of the components of a well-governed fund and the importance of communication and transparency. This course is a valuable roadmap for a first-time fund sponsor, investor, or anyone seeking to better understand real estate private equity funds. 

This course is intended to provide information and insight to industry practitioners and does not constitute advice or recommendations. NAIOP disclaims any liability for action taken as a result of this course.

Course Modules:

  1. Introduction to Real Estate Private Equity Funds
  2. Fund Strategies and Structures
  3. Fund Sponsor Compensation
  4. Returns for Investors
  5. The Fundraising Process
  6. Fund Governance and Operation
  7. Case Study Analysis

Tuition & Register

Payment for a NAIOP on-demand course entitles access for one person only to the course and all materials.

Course Tuition

Member TypeUSDCAD
Member$349$439
Nonmember$549$689
Developing Leader$249$319
Student Member$149$188
Student Nonmember$199$249


How to Register

  • Register online: Click on the green Register button at the top of the page. You will need to log in or create a free account in order to see the Register button.
  • Mail: Send check payments to: NAIOP, CL500060, PO Box 5007, Merrifield, VA 22116-5007
  • Register over the phone/questions: 800-666-6780

Note: You have 90 days from the date you register to complete this course. 

Confirmation

All registrations processed online receive an automatic order confirmation and receipt. If you register via fax, mail, or phone, a receipt must be requested by contacting education@naiop.org.

Login instructions to access the on-demand course are sent under separate cover from NAIOP Learning. If you do not received the login instructions, please check your spam folder. If the login email is still not there, please contact the NAIOP Education Department.

Cancellation Policy

No refunds will be issued.

Key:

Complete
Failed
Available
Locked
Module 1: Introduction to Real Estate Private Equity Funds
Begin self-paced component package.
Begin self-paced component package. Learn what distinguishes a private equity fund from other types of real estate investment vehicles or sources of financing and capital structures.
Module 2: Fund Strategies and Structures
Begin self-paced component package.
Begin self-paced component package. Explore characteristics of fund strategies including type, risk level and expected returns, and review options for fund structures.
Module 3: Fund Sponsor Compensation
Begin self-paced component package.
Begin self-paced component package. Review the two main sources of fund sponsor compensation, including various types of fees, and discuss the importance of aligning the interests of the fund sponsor with those of limited partners.
Module 4: Returns for Investors
Begin self-paced component package.
Begin self-paced component package. Analyze the factors to consider when determining return objectives and the ideal amount of leverage.
Module 5: The Fundraising Process
Begin self-paced component package.
Begin self-paced component package. Walk through the process of raising a fund, applicable securities laws, and strategies for success.
Module 6: Fund Governance and Operation
Begin self-paced component package.
Begin self-paced component package. Review the components of a well-governed fund and the importance of communication and transparency.
Module 7: Case Study Analysis
Begin self-paced component package.
Begin self-paced component package. Apply what you've learned by analyzing a real-life case study of a first-time fund sponsor's real estate private equity fund.
Private Equity Fund Structure and Management Evaluation
7 Questions
7 Questions Please fill out this evaluation in order to get credit for the course.
Private Equity Fund Structure and Management Transcript
Live Viewing: 3.00 PDH, AIA Learning Units credits and certificate available
Live Viewing: 3.00 PDH, AIA Learning Units credits and certificate available