This one day information-packed course will provide an essential guide to asset and investment management. The course will start with a detailed examination of what constitutes 'asset management' and then proceed to break the constituent parts down, looking at opportunities to drive value through implementing appropriate management strategies.

Delegates are provided with a detailed, comprehensive 350 page handbook that they can take home.

Course Content

  • What asset and investment management is and is not
  • Strategic frameworks
  • The RICS Public Sector Asset Guidance Note
  • Lease covenants and structures
  • Designing flexibility
  • Surrenders and re-grants (re-gearing)
  • The 'Green' lease and impact of the sustainability agenda
  • Value drivers and opportunities for extracting value
  • Costs of ownership
  • Harnessing value in weaker markets
  • Measuring solutions

Learning Objectives

By the end of the course you will be able to:

  • Formulate and manage real estate investment strategies
  • Implement plans in both the private and public sectors while addressing sustainability issues
  • Monitor and benchmark performance

What others say

The content of the course, especially the examples, were very relevant to my current role. Very useful.

Head of Estates Management
Colchester Borough Council

The clarity of presentation provided a meaningful and applicable learning environment.

Associate Director
IBRC Ltd

An interesting and informative lecture. It covered complicated subjects in an easily understandable way.

Senior Surveyor
Mid Sussex District Council