Commercial Education
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
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
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.
Next step: Module Three - Financing and Taxation |
