Also include any events that may have led to positive or negative performance of the stocks in the discussion. You can make an index of the 5 if you want to do that or you can report returns individually. 5 real estate related stocks as well as individually. Written summary of the results showing the difference in performance of the 5 REITs vs. The last can be your choice (pie charts, tables, etc.) showing whatever you want. Two others should be histograms of the returns for the REITS and stocks. Two graphs need to be line graphs of the price changes for the REITs and stocks. Summary of the reasoning behind the choices of your 5 real estate related stocks (estimated 1 page)ģ.Ğxhibits (minimum of 5) showing your stock performance and your returns. (Include items like types of properties (assets), liabilities (debt), who manages the fund, relevant history, etc.) (estimated 3 pages)Ģ.
#Brueggeman real estate finance and investments chapter 21 plus#
Write a short double spaced typed report (not to exceed 10 pages plus any references with Times New Roman Font and Justified alignment) explaining the following:ġ.Ğxecutive summary of 5 REITs. Let us act as if we put $1000 in each investment. Also, be sure to find any quarterly dividends paid for each share during this time period. Track results for each of the 10 investments on the 15th and one of the following 30th/31st/1st of each month by recording the closing price for each stock. banks, utilities, commercial construction companies, homebuilders, home improvement companies, retail for the home, etc.) You can choose companies that you have heard of and like or you can try a stock screener at a site like Yahoo Finance.īegin your study on 1/15/17 and end it on 4/15/17. The stocks you choose can be any stock if you can relate it to real estate in some way. REITs are generally classified as follows: Eventually you may have to go to each REITs website for information for your summaries. You can learn about REITs and find the differing REITs on this site.
I want you to choose 5 REITs and 5 real estate related stocks (banks, supply retail, construction, transportation, utilities, etc.) In this assignment, each student will be learning about a particular subset of real estate finance and investments. Please obey any copyright laws when purchasing the case.įI 436 Written Paper Group Project (2-4 people) Answers should be short and to the point. Each student shall turn in a copy of the powerpoint slides provided by the professor with the answers typed in the spaces as provided. The students will be required to work individually and finish the Bourland Companies Case Study as sold by the Harvard Business Review. The object of this project is to apply knowledge and techniques learned in the classroom to a real estate case study. Hedging MBS, Bourland Companies Case Study (Filled in Slides Due 4/25/17), Catch-up and Review, Group Project Paper Due (04/27/17) Real Estate Investment Trusts, Case Study and Project Work Day (04/06/17) Test Review, Last day to drop with a score of W (03/29/17), Mortgages and Leases Second Mortgages, HELOC, Beneficial MortgagesĪdvanced Mortgages (ARM, PLAM, GPM, etc.)įinancing the Development Project, Catch-up and Review, (Test 2 – 03/23/17) Interest Rates, Risk, FRM, Balloon Note, Reverse MortgageĪPR, Effective Borrowing Costs, Closing Costs, RefinancingĬatch-up and Review, (Test 1 – (02/09/17) Review of Real Estate Interests, Deeds, Introduction to Real Estate Finance, Mortgages, Foreclosure
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