Browse CFA Level 1

Chapter 13: Advanced Real Estate and Infrastructure Analysis

Chapter 13: Advanced Real Estate and Infrastructure Analysis (CFA Level 1): Key concepts explained with clear definitions, formulas, and exam-focused examples.

In this section

  • Green Buildings, Sustainability, and Impact Investing
    Green Buildings, Sustainability, and Impact Investing (CFA Level 1): Green Building Certifications and Ratings and Lifecycle Cost Analysis in Sustainable Real Estate. Key definitions, formulas, and exam tips.
  • Risk Mitigation in Capital-Intensive Projects: Strategies for Real Estate and Infrastructure
    Risk Mitigation in Capital-Intensive Projects: Strategies for Real Estate and Infrastructure (CFA Level 1): Common Risk Factors in Capital-Intensive Projects and Project Management Methodologies. Key definitions, formulas, and exam tips.
  • Debt Financing, Project Finance, and Securitization
    Debt Financing, Project Finance, and Securitization (CFA Level 1): Distinguishing Corporate Balance Sheet Debt from Project Finance, Exploring the Capital Stack, and Anatomy of Key Project Finance Documents. Key definitions, formulas, and exam tips.
  • Macroeconomic Factors Affecting Real Asset Pricing
    Macroeconomic Factors Affecting Real Asset Pricing (CFA Level 1): Interest Rate Cycles and Cap Rates, Inflation’s Effect on Real Estate and Infrastructure, and Influence of GDP Growth and Employment Rates. Key definitions, formulas, and exam tips.
  • Public-Private Partnerships and Concession Agreements
    Public-Private Partnerships and Concession Agreements (CFA Level 1): Understanding Public-Private Partnerships, Basic Concept and Rationale, and Concession Agreements: The Cornerstone of PPP. Key definitions, formulas, and exam tips.
  • Renovation, Retrofit, and Adaptive Reuse Strategies
    Renovation, Retrofit, and Adaptive Reuse Strategies (CFA Level 1): Key Drivers of Renovation and Retrofit Projects, Budget Planning for Large-Scale Retrofits, and Adaptive Reuse Strategies. Key definitions, formulas, and exam tips.
  • Zoning, Permitting, and Government Incentives
    Zoning, Permitting, and Government Incentives (CFA Level 1): Local Zoning Laws and Their Importance, Permitting Process: Essential Steps, and Environmental Impact Assessments. Key definitions, formulas, and exam tips.
  • Technology Adoption in Real Estate Management
    Technology Adoption in Real Estate Management (CFA Level 1): Rise of Proptech, Leveraging IoT Sensors and Smart Building Systems, and Software Platforms for Streamlined Property Management. Key definitions, formulas, and exam tips.
  • Specialized Real Estate Sectors (Healthcare, Hospitality)
    Specialized Real Estate Sectors (Healthcare, Hospitality) (CFA Level 1): Healthcare Real Estate, Market Drivers and Demographics, and Medical Office Buildings (MOBs). Key definitions, formulas, and exam tips.
  • Data Infrastructure and Telecom Assets
    Data Infrastructure and Telecom Assets (CFA Level 1): Growing Importance of Digital Infrastructure, Core Telecom Assets: Data Centers, Fiber Networks, and, and Data Centers. Key definitions, formulas, and exam tips.
  • Community Development Projects and Government Grants
    Community Development Projects and Government Grants (CFA Level 1): Government Funding Mechanisms, How Grants and Subsidies Work, and Stakeholder Engagement and Partnerships. Key definitions, formulas, and exam tips.
  • Rate-Setting Mechanisms for Regulated Utilities
    Rate-Setting Mechanisms for Regulated Utilities (CFA Level 1): Understanding the Regulatory Framework, Key Players, and Cost-of-Service Regulation. Key definitions, formulas, and exam tips.
  • Infrastructure Funds and Long-Term Capital Providers
    Infrastructure Funds and Long-Term Capital Providers (CFA Level 1): Infrastructure Fund Structures, Major Long-Term Capital Providers, and Diversification across Infrastructure Sectors. Key definitions, formulas, and exam tips.
  • Securitization of Infrastructure Cash Flows
    Securitization of Infrastructure Cash Flows (CFA Level 1): Understanding the Basics of Infrastructure Securitization, Why Cash Flow Stability Matters, and Role of Special Purpose Vehicles (SPVs). Key definitions, formulas, and exam tips.
  • Distressed Real Estate and Workouts
    Distressed Real Estate and Workouts (CFA Level 1): Key Characteristics of Distressed Real Estate, Indicators of Financial Distress, and Workout Strategies and Process. Key definitions, formulas, and exam tips.
  • Measuring Social and Economic Impact
    Measuring Social and Economic Impact (CFA Level 1): Defining KPIs for Social and Economic Impact, Standardized Frameworks: IRIS+ and Beyond, and Diagram: Simplified Impact Measurement Flow. Key definitions, formulas, and exam tips.

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