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Course Details

Guide to Commercial Real Estate and Finance - v10 (Course Id 1757)

QAS / Registry
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Author : Jae K. Shim, Ph.D., CPA
Course Length : Pages: 93 ||| Review Questions: 51 ||| Final Exam Questions: 45
CPE Credits : 9.0
IRS Credits : 0
Price : $80.95
Passing Score : 70%
Course Type: NASBA QAS - Text - Technical - NASBA Registry
Primary Subject-Field Of Study:

Specialized Knowledge - Specialized Knowledge for Course Id 1757

Description :

This course is designed to train both working CPAs and financial personnel to develop the knowledge and techniques required to review a variety of financing activities for businesses, and commercial and residential real estate.

The course focuses on the basic principles, concepts, terminology and instruments to learn and understand how to review a client, a loan, and delineate the various services available in the financial community. 

It introduces the reader to the available commercial financial services, specialized terminology and financial documents and instruments used in these services.  Various business financing sources are covered. The course covers commercial real estate financing, analyzing income property loans, and the lending processes involved.  A sample analysis for purchasing apartments, shopping centers, office-warehouses, general offices, and other types of real estate ventures are included in this chapter. 

Usage Rank : 0
Release : 2020
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 08-Dec-2020
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - Text - Technical - NASBA Registry - 1757

Keywords : Specialized Knowledge and Applications, Guide, Commercial, Real, Estate, Finance, v10, cpe, cpa, online course
Learning Objectives :

Chapter 1
Real Estate Loans

After studying this chapter, you will be able to:
    1. Recognize characteristics of underwriting and identify federal lending laws.
    2. Identify goals for federal loan programs and factors in determining FICO scores.

Chapter 2
Real Estate Financing

After studying this chapter, you will be able to:
    1. Recognize some of the many regulations and lending laws.
    2. Identify the sources, classifications and types of mortgages.

Chapter 3
The Fundamentals of Investing in Real Estate

After studying this chapter, you will be able to:
    1. Recognize the factors to be considered in investment decision, including valuation methods and the risk-return tradeoffs.

Chapter 4
Commercial Finance

After studying this chapter, you will be able to:
    1. Recognize the main categories of commercial finance.
    2. Identify benefits from factoring and leasing.
    3. Identify investment criteria for venture capital firms

Chapter 5
Introduction to Commercial Real Estate Financing

After studying this chapter, you will be able to:
    1. Identify different income producing commercial properties.
    2. Recognize how lenders evaluate commercial real estate properties and borrowers.
    3. Recognize lending rule-of-thumbs and terminology.
    4. Recognize how property types affect value, risk, and financing sources.
    5. Identify aspects and steps of the construction loan process.
Course Contents :

Chapter 1:    Real Estate Loans

Learning Objectives

Basic Review of Real Estate



Residential Loan Types

Real Estate Loan Origination

Review Questions

Chapter 2:    Real Estate Financing

Learning Objectives

The Loan Process

Lending Laws

Review Questions - Section 1

Sources of Funds

Classification of Mortgages

Review Questions - Section 2

Mortgage Options

Housing: The Cost of Shelter

Review Questions - Section 3

Chapter 3:    The Fundamentals of Investing in Real Estate

Learning Objectives

Fundamentals of Investing

Investing in Real Estate

Review Questions

Chapter 4:    Commercial Finance

Learning Objectives

Commercial Finance Services

Accounts Receivable Financing

Inventory Financing

Equipment Financing

Review Questions - Section 1

Equipment Leasing

Types of Leases

The Advantages and Disadvantages of Leasing

Sale-Leaseback Financing

Business Financing

Small Business Administration (SBA) Loans

Venture Capital Financing

Review Questions - Section 2

Chapter 5:    Introduction to Commercial Real Estate Financing

Learning Objectives

Analyzing the Income Property Loan

The Income-Property Lending Process

Permanent Mortgage Investors

Review Questions - Section 1


Sample Apartment Analysis

Review Questions - Section 2

Shopping Centers


General Offices (Multi-Tenancy)

Medical Office Buildings

Mobile Home Parks

Hotels and Motels

Nursing Homes

Introduction to Construction Loans

Interim Loan Underwriting

Review Questions - Section 3


CPE Specialized Knowledge Course: https://www.cpethink.com/cpe-for-cpas
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