Real Estate Investing (CPE Course)

CPE Credit: 7 hours

Course Type: Downloaded PDF materials with online test

Price (with PDF Textbook): $60

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Course Description
Investing in real estate can be an extremely profitable endeavor, but only if you know the pitfalls to avoid. In the Real Estate Investing course, we discuss every aspect of locating, evaluating, purchasing, financing, and operating an investment property. Topics covered include conducting a local market analysis, analyzing leases, valuing a property, and how to conduct due diligence. The course also addresses the tax aspects of real estate investing, including like-kind exchanges, installment sales, and the tax basis of property.

Author: Steven Bragg

Course Number: SK0001

Table of Contents
Chapter 1. Introduction to Real Estate Investing
Chapter 2. Property Financing
Chapter 3. Evaluating Properties
Chapter 4. Property Income Issues
Chapter 5. Property Valuation
Chapter 6. Property Acquisition
Chapter 7. Property Management
Chapter 8. Tax Considerations

Learning Objectives

  • Identify the advantages and disadvantages of real estate investing.

  • Specify the different types of real estate investments.

  • Describe the different avenues to pursue to acquire property.

  • Identify the characteristics of an ideal seller.

  • Specify the features of the different types of mortgages.

  • Identify the fees associated with a lending arrangement.

  • Recall the contents of a personal financial statement.

  • Specify the tasks to include in regional and local real estate analyses.

  • Describe the different types of barriers to entry for a geographic region.

  • Specify the issues that can increase the value of a property lease.

  • Specify the factors that can increase the value of a property.

  • Recall the different metrics used to evaluate a property.

  • Recall the different types of revenue that can be extracted from tenants.

  • Specify how common area maintenance charges are calculated.

  • Identify the options for negotiating with a seller over the price of a property.

  • Recall the reasons why an earnest money deposit is paid.

  • Recall the due diligence items associated with a property purchase.

  • Specify the characteristics of the legal entities that can be used to own property.

  • Identify which parties pay the various closing costs.

  • Recall the advantages and disadvantages of personally managing a property.

  • Specify the interviewing topics to be used when selecting a property management firm.

  • Identify which operating policies can be impacted by government regulation.

  • Recall the best techniques for showing a property.

  • Specify how coinsurance works.

  • Recall how the original and adjusted bases of a property are calculated.

  • Recall the tax impact of mortgage financing.

  • Specify the depreciation durations that can be applied to property.

  • Identify how the passive activity loss rules apply to a real estate investment.

Level: Overview

Instructional Method: QAS Self-Study

NASBA Category: Specialized Knowledge

Prerequisites: None

Advance Preparation: None

Latest Review Date: October 2024

Program Registration Requirements: Click on "Purchase Course" near the top of this page to pay for and access the course. You will then be able to download the course as a PDF file, then take an on-line examination, and then download a certificate of completion if you pass the examination.

Program Refund Policy: For more information regarding administrative policies concerning complaints, refunds, and other matters, see our policies page.

AccountingTools, Inc. 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 the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

The NASBA sponsor identification number for Accountingtools, Inc. is 115881.

AccountingTools is an IRS Approved Continuing Education Provider. We are compliant with the requirements for continuing education providers (as described in sections 10.6 and 10.9 of the Department of Treasury’s Circular No. 230 and in other IRS guidance, forms, and instructions). Our IRS Approved Continuing Education Provider number is 72821.