Introduction to REIT Analysis [Virtual]

This 2-part course introduces participants to Real Estate Investment Trusts. A REIT is a unique vehicle that allows investors access to the benefits of income and capital appreciation in major commercial income producing buildings throughout the world and to the professional management teams that operate them. During this course, participants will gain a deep understanding of the history of REITs, how they operate, the fundamentals of investing in REITs and managing a REIT portfolio.

Part I: The REIT Industry  •  November 9  •  2:00-4:30 p.m. ET

The first module of this course covers the history and evolution of the REIT Industry.  It examines the laws, regulations and fundamentals that REITs must follow to be successful.  We will also discuss the many restrictions to which REITs must adhere in order to maintain their tax exempt status. Finally, we will lay the groundwork for understanding how REITs operate and what to expect from an investment in REITs.

What you'll gain:

  • Identify key characteristics of REIT investment and operating performance 
  • Generally understand key regulations that must be followed to keep tax exempt REIT status 
  • Recognize the ratios and metrics used to analyze REIT performance 
  • Understand the different financing methods available to REITs and the risks they create 

Part II: The REIT Investment  •  November 10  •  2:00-4:30 p.m. ET

In this second module, participants will examine and compare investing in real estate (directly) and REITs that are tradable stocks. This module provides an introduction to and overview of the fundamentals of investing and managing a portfolio of REIT investments.

What you'll gain:

  • Understand the basic steps in real estate and REIT investing
  • Recognize individual investment risks and reward
  • Outline the analytical work required to make investment decisions
  • Explain the portfolio management process and apply it to REIT investments 


Glenn Mueller, Ph.D

Real Estate Strategist/ Professor

Dr. Mueller has 38 years of real estate industry experience, including 29 years of research. Dr. Mueller's research experience includes: real estate market cycle analysis, real estate securities analysis, real estate capital markets, portfolio and diversification analysis, seniors housing analysis and both public and private market investment strategies. In addition, he has performed specific macro- and micro-economic level analyses, both nationally and internationally, on office, industrial, apartment, retail, hotel, single-family residential, and senior housing sectors.

Dr. Mueller received 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 is currently the Co-Editor of the Journal of Real Estate Portfolio Management. He has written 78 articles that have appeared in top academic and industry publications. He is a frequent presenter of research at national and international conferences on topics ranging from market cycle analysis, to portfolio strategies, to investment analysis and real estate securities analysis.

Prior to Denver University and Dividend Capital, Mueller was a professor at Johns Hopkins University and Colorado State University. He has held top research positions at Legg Mason, Price Waterhouse, ABKB/LaSalle Investment Management, and Prudential Real Estate Investors. He was also a developer/builder in New England. Mueller holds a B.S.B.A. with finance major from the University of Denver, an MBA from Babson College, and a Ph.D. in Real Estate from Georgia State University.

Introduction to REIT Analysis [Virtual] Agenda

WEDNESDAY, November 9th
02:00 pm
Part I Begins:
02:01 pm
REIT history:
02:40 pm
REIT regulations:
03:15 pm
REIT performance metrics and history :
03:50 pm
Basic factors and ratios for REIT analysis and performance comparison:
04:30 pm
Part I Ends:
THURSDAY, November 10th
02:00 pm
Part II Begins:
02:01 pm
Key metrics to analyze a real estate property :
02:25 pm
Key metrics to analyze a REIT :
02:45 pm
Key metrics to analyze a REIT:
03:05 pm
Description of Institutional investors:
03:25 pm
Real Estate data and benchmarks :
03:45 pm
Investment analysis & ranking:
04:05 pm
Real Estate Portfolio Construction :
04:15 pm
Real Estate Portfolio Management:
04:30 pm
Part II Ends:

Ticket Info

$500 for both (Part I and Part II)
$299 per module

Event location

Live, online

Group discounts available

Call us at +1 (888) 991-7786 to register a group or inquire about in-house options.

Frequently Asked Questions

What is the cancellation policy?

The Knowledge Center reserves the right to cancel/change programs, content, speakers or venue at any time. The Knowledge Center reserves the right to make portions of the program registration information available to program sponsors. The Knowledge Center will not be held liable for any costs incurred by registrant due to individual registration cancellation. In the event that a seminar is cancelled due to inclement weather, faculty cancellation or force majeure, the Knowledge Center will refund the registrant's tuition in full, however the Knowledge Center will not be liable for incidental or consequential out of pocket expenses incurred by the registrant. If you have questions regarding the Knowledge Center's refund, complaint or program cancellation policy, please call us at (434) 951-7786.

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This is a non-refundable transaction. Your registration grants you single-user access to the live virtual training event

If you have questions regarding the Knowledge Center's Terms of Registration, please call us at (434) 951-7786.

Continuing Education Credits

2.5 hours per session
The Knowledge Center is registered with CFA Institute as an Approved Provider of professional development programs. This program is eligible for 2.5 CE credit hours as granted by CFA Institute If you are a CFA Institute member, CE credit for your attendance at this event will be automatically recorded in your CE Diary upon request.
3 hours per session
Participants who complete this program qualify for 3 hours of CPE credit (Specialized Knowledge and Applications). Program Level: Intermediate. Delivery Method: Group-based internet. The Knowledge Center is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 4th Ave N, Ste 700, Nashville, TN, 37219-2417. Website: