Module Two: Investment Analysis - APOD, Investment, Investment Marketing

APOD

• Annual Property Operating Date form (APOD) and the concept of the form
• why the seller and buyer are considered the investment decision-makers
• how gross operating income can be determined
• nature of operating expenses in securing investment property
• completing APOD forms and review questions and exercise

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Investment

• what an investment is and the objectives for investing
• risk, appreciation, liquidity, management and yield
• identify elements in the decision-making process
• the REALTORS® role as facilitator of information to potential investors
• APOD form and difference between owner’s statement and broker’s reconstructed statement
• capitalization rate (CAP rate)
• principle of leverage
• Gross Rent Multiplier (GRM)
• cash-on-cash rate of return
• review questions

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Investment Marketing

• target the purchaser/investor
• identify the purchaser using various accepted methods and resources
• advertising modes and indexes for specialized types of investment opportunities
• six factors involved in packaging a property
• prepare back-up package
• marketing packages: commercial investment, residential, business opportunity
• Use an acceptable master check list and addenda to pinpoint a specific transaction.