Bailey Program for Family Enterprise

Real Estate Investing for Family Enterprise

Prepare to make better real estate investment decisions – and help your family thrive across the generations. This two-day workshop supports family members and family office executives to build a foundation in real estate investment and portfolio management. Take this unique opportunity to receive an executive overview of the University of Denver’s Master of Science in Real Estate degree, applied specifically to family enterprises. Taught by faculty, alumni and friends of the FL Burns School of Real Estate and the Built Environment – the second oldest real estate program in the US, started in 1938.

Real Estate Investing Workshop Snapshot

Next Session

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Format

Live presentation, self-guided learning materials, family business simulations, coaching, peer exchange learning and breakout group activities

Cost

$3,750 per participant (discounts available for groups of three or more and Members)

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Experience Actionable Learning

This workshop will help you to:

  • Leverage the basic tenants of real estate investment to develop portfolios at any level.
  • Understand the implications of Real Estate Market Cycles -helping you make informed decisions given current economic conditions.
  • Construct an analysis to purchase or develop a property that
    includes leases, property pro-forma, financial modeling,
    due diligence, and cap rate selection.
  • Understand how to effectively underwrite a potential sponsor.
  • Develop meaningful connections.
  • Address the concerns of family members who are not real estate specialists and present information in ways that support their decision-making.
Family Discussing business deal over round table

Workshop Overview 

Many families with large real estate investments send family members to the DU undergraduate and graduate real estate programs. Take this unique opportunity to receive an executive overview of the Master of Science in Real Estate Degree (classes summarized below) applied specifically to family businesses and family offices. Explore these topics in interactive two-hour sessions that integrate lectures, class discussion and cases:

Fundamentals of Real Estate and the Built Environment

Explore real estate from cradle to cradle with triple bottom line analysis of the social, environmental and economic impacts on your investment. Understand the phases, functions and professions of real estate, project delivery, and asset/property management.

Commercial Real Estate Feasibility & Development

Learn the fundamentals of Real Estate Market Cycles that drive the feasibility of sound developments. Understand urban dynamics, architecture, construction, law, public approvals, public and private finance, marketing and property management.  Envision projects to meet future demands, with considerations of the triple bottom line of people, place and profit.

Real Estate Financial Analysis

A structured overview of analysis tools focused on specific facets of multi-dimensional real estate decision making with applications for investment analysis, feasibility analysis, valuation and market analysis.

Real Estate Capital Markets

Learn about the complexity of capital market products – from general partnerships, to limited partnerships, to REITs on the equity side and mortgages, structured financing and commercial mortgage-backed securities (CMBS) on the debt/side.

Real Estate Securities/Syndications/Entrepreneurship

Understand private offerings, securities law, exemptions from registration for accredited investors (Reg D), investor suitability, syndication fundamentals, tax structures, real estate tax considerations and syndicator compensation.

Real Estate Property and Asset Management

Explore the complexities of managing residential (apartment) and commercial (office, industrial, retail) properties. Understand rental markets, leasing techniques, property maintenance and repairs, personnel training, and owner relations.

Real Estate Taxation

Federal tax law factors applied to real estate investment and operations. Review legal forms of ownership, depreciation, tax basis, exchanges, syndications and real estate securities.

Income Property Investment

Comprehensive analysis of real estate investment decision making. Evaluate equity investment decisions via discounted cash flow analysis. Apply risk analysis models and strategic planning concepts, structuring to maximize IRR, while controlling downside risks using practical applications.

Who Should Attend

Members of families who want to ensure success in building and maintaining their real estate portfolio—including owners, rising generation, and family office professionals.

You have proven business success in your industry and are now looking to expand your investments into a new asset class—learn the fundaments of the economic, financial, legal and business principals of the real estate asset class for this next stage in diversifying your family’s legacy.

“We are very excited to have the Bailey Program to provide education for families on the critical challenges facing their real estate investments and real estate businesses.”

– Glenn R. Mueller, PHD –

Key Faculty

Glenn Mueller small circle headshot

Glenn R. Mueller, PHD

Glenn Mueller, PhD, has 48 years of real estate industry experience, including 41 years of research, with 100+ published articles in areas of real estate market cycle analysis, real estate securities analysis (REITs), public and private market investment strategies, real estate capital markets, portfolio, investment and diversification analysis.

He received the David Ricardo Medal for thought leadership in Real Estate Cycles by the American Real Estate Society in 2019, the Richard Radcliff Award for Groundbreaking Research in Real Estate Market Cycles by the American Real Estate Society in 2010, the Graaskamp Award for Research Leadership from the American Real Estate Society in 2004, and the Graaskamp Award for Research Excellence from the Pension Real Estate Association in 2001. He was the co-editor of the Journal of Real Estate Portfolio Management 2000-2014.

Prior to DU, Glenn was a professor at Johns Hopkins University and Colorado State University. He has held top research positions at Black Creek Group, Legg Mason, Price Waterhouse, ABKB/LaSalle Investment Management and Prudential Real Estate Investors. He was also a developer/builder in New England.

He holds a BSBA from the University of DenverMBA from Babson Collegeand PhD in Real Estate from Georgia State UniversityFormer research positions at Black Creek GroupLegg Mason, Inc., Price WaterhouseCoopersABKB/ Jones Lange LaSalle Real Estate Investorsand Prudential Real Estate Investors.

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More Details

Upcoming Session: November 4-6, 2024 | In-person at the University of Denver

Schedule & Format

This workshop will be offered in person at the University of Denver.

To prepare for this class you will need to complete a few short action items that generally take 20-30 minutes. Please expect an email two to three weeks before the class begins with details on how to complete these action items.

Participants taking the workshop for credit will have an assignment to complete at the end of the course.

Tuition & Cost

Non-Credit: $3,780
Discounts are available for nonprofits, current or former military, government, DU alumni, Daniels corporate partners and three or more individuals from the same organization.

For Credit: 2 credit hours at DU’s tuition rate

For more information on DU’s current tuition rates, check the Registrar’s website

Should I Take This For Credit Or Non-Credit?

Non-Credit

This option is for participants who are not interested in receiving graduate level credit and are participating for professional development and to update their skills, knowledge and abilities. Upon request, Executive Education is pleased to provide a Certificate of Completion for professional development credit for any Executive Education workshop completed.

Credit–Graduate-Level Academic Credit

This option is for those interested in receiving graduate credits for their participation. In order to apply, you need to have completed your undergraduate degree and provide us with an unofficial transcript of that degree. These credits and your course grade will be on your official transcript. Please be aware that there is a mandatory assignment, and once the workshop begins you are no longer able to switch your status from for-credit to non-credit.

*If you are a DU employee wanting to use your tuition waiver, you will receive further instructions from Executive Education approximately 2 weeks prior to the start of your course.

**If you are in a master’s degree program at DU and want to take this class for elective credit, please contact us before you register for the class. Your academic advisor will need to be involved in the registration process, and it will require prior approval.

If you are not sure which option to choose, please contact Helena for advising at Helena.Karchere@du.edu.

Cancellation Policy

If you need to cancel your registration for this workshop, you may transfer your enrollment to a future session, send someone to take your place or cancel anytime up to seven business days prior to the start of the first class.

If you provide us with less than seven business days’ notice or fail to attend, you will be liable for the entire workshop fee and your enrollment will be automatically transferred to the next class.

Contact Us

Director, Bailey Program for Family Enterprise
Executive Education