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This course guide lists information for Professor Couture's MBA/EWMBA 280-1 class and supplements A Note on Real Estate Research that Prof. Couture has made available for you in Study.net. This guide has an annotated list of real estate research resources that are available at UCB library as well as freely available good quality sources of real estate investment information.
Standard & Poor's Industry Survey of REITs are comprehensive industry reports with an industry overview, trends, how the industry operates, how to analyze a company in the industry, industry jargon, and include financials of top REITs by sub-industry. Available are industry surveys for various real estate industries.
Select Research tab. Go to Advanced Search page. Select Industries. Select Real Estate.
Provides proprietary reports about companies and industries, including industry and company profiles, stock, bond, and mutual fund analysis, and economic forecasts. Regularly updated publications include S and P's Industry Surveys, The Outlook, Credit Week, and directories of private companies, executives, and security dealers.
Full industry reports available for many industries including REITS and its supporting industries such as Real Estate Sales, Apartment Rentals, Commercial Leasing, Land Leasing, Banking, Lending, and more. Each report is linked to Key Economic Drivers for the industry such as 10 year Treasury note yields, vacany rates, unemployment rates and more.
Each report provides an overview of an industry and details on industry performance, industry outlook, supply chain, demand determinants, concentrations by geography, cost structure benchmarks,capital intensity, etc.
Reports are generally for the US, some global reports are available, and there are good reports for China.
Also includes reports on global industries as well as industries in China. Data include market size, market share, major players, and industry trend analysis.
Reports on Real Estate, Infrastructure, Retail and other major industries for 55 countries.
Provides quarterly, updated market forecast reports on 14 industry sectors in 55 countries. Industries covered include: Automotives, Chemicals, Banking, Defence and Security, Retail Food and Drink, Freight Transport, IT, Infrastructure, Insurance, Oil and Gas, Petrochemicals, Pharmaceuticals, Telecommunications and Media, and Tourism. There is also a database of 65,000 multinational company subsidiaries and company profiles.
Provides financial information and analyst reports on U.S.and international companies. The database consists of the following components: U.S. and International Company Data, Archives, Annual Reports, Factsheets Plus, Factsheets Express, Institutional Holdings, Insider Trades, Expanded Long-Term Debt, Equity Portraits, and Corporate Bond Portraits. For analyst reports, go to the Investext tab.
Provides financial information on U.S.and international companies. The database consists of the following components: U.S. and International Company Data, Archives, Annual Reports, Factsheets Plus, Factsheets Express, Institutional Holdings, Insider Trades, Expanded Long-Term Debt, Equity Portraits, and Corporate Bond Portraits.
Global business news source. The Industry tab on the Search page allows you to restrict your information search by industry. Type real estate into the industry search box and select from the real estate sub industry groupings to restrict your searches to a specific data set.
Includes the exclusive combination of The Wall Street Journal (1979-present), the Financial Times, Dow Jones and Reuters newswires and the Associated Press, as well as Reuters Fundamentals, and Bureau van Dijk company profiles.
Note:Available to currently enrolled UCB students, faculty, and staff. Create an individual login before using. Accounts must be renewed annually.
Private equity and venture capital transactions and trends. Screen for investments, firms, funds, and portfolio companies.
Factset and Bloomberg are available on dedicated terminals inside Haas Computer Center. Both pull financial information from many sources into a dashboard to allow financial analysis of markets, individual companies and industries. Global in scope, both provide breaking news, financial indices, economic statistics, and other information that impacts investment such as interest rates, deal flow, availability of capital. See Cornell University's guide to using Bloomberg. You can get a Factset web account- please use your Berkeley email address to sign up. Factset has a learning module built into it that you can train yourself on as well as good online help.
Books and articles on real estate and corporate finance
Indexes trade and scholarly journals in real estate finance, investment, economics, and much more. A broad search for subject "real estate finance" or "corporate finance" (and other salient keywords) is a good starting point.
Indexing, abstracts, and (in many cases) the full text of articles for the most important scholarly business journals as well as popular and trade magazines and newsletters.
Part 1: Overview of real estate finance and investments. Real estate investment : basic legal concepts ; Real estate financing : notes and mortgages -- Part 2: Mortgage loans. Mortgage loan foundations : the time value of money ; Fixed interest rate mortgage loans ; Adjustable and floating rate mortgage loans ; Mortgages : additional concepts, analysis, and applications -- Part 3: Residential housing. Single-family housing : pricing, investment, and tax considerations ; Underwriting and financing residential properties -- Part 4: Income-producing properties. Income-producing properties : leases, rents, and the market for space ; Valuation of income properties : appraisal and the market for capital ; Investment analysis and taxation of income properties ; Financial leverage and financing alternatives ; Risk analysis ; Disposition and renovation of income properties ; Financing corporate real estate -- Part 5: Financing real estate development. Financing project development ; Financing land development projects -- Part 6: Alternative real estate financing and investment vehicles. Structuring real estate investments : organizational forms and joint ventures ; The secondary mortgage market : pass-through securities ; The secondary mortgage market : CMOs and derivative securities ; Real estate investment trusts (REITs) -- Part 7: Portfolio analysis and real estate funds. Real estate investment performance and portfolio considerations ; Real estate investment funds : structure, performance, benchmarking, and attribution analysis.
An Introduction to Real Estate Finance serves as the core of knowledge for a single-semester first course in real estate finance. Unlike other real estate finance textbooks, with their encyclopedic but often stale details, it combines a short traditional text with a living website. The book gives students and professors highly applied information, and its regularly updated online features makes it especially useful for this practitioner-oriented audience. It covers fundamental topics such as accounting and tax, mortgages, capital markets, REITs and more. It also addresses the 2008 financial crisis and its impact on the real estate profession. This text is a valuable companion for students of real estate finance as well as financial analysts, portfolio managers, investors and other professionals in the field. Offers a concise, efficient, "finance-centric" alternative to traditional real estate finance texts Website gives readers the tools to find current information about their own areas of specialization--a unique approach not found in other real estate finance textbooks Gives students and professors the material to examine every subject in broad and highly detailed terms
The financial deregulation of the last quarter century has meant large flows of funds around the world seeking the highest risk-adjusted return for investors. Real estate is now established as an important asset class and advances in information technology provide the necessary tools to complement global developments in real estate finance and investment. A variety of investment vehicles have emerged, andReal Estate Finance in the New Economy examines these along with financing and risk in the context of globalization, deregulation and an increasingly integrated international world economy by exploring questions like: How have real estate financial structures evolved as economies grow and become internationalised? What role do economic change and financial systems play in the development of real estate investment? Are the risks associated with the 'new economy' really new? What is the future direction for real estate financing? The authors develop an economic framework for discussions on individual financial products to examine how real estate financial structures change with economic growth and internationalisation and also to show how developments in real estate finance impact economic growth.
The essential corporate finance text, updated with new data Corporate Finance has long been a favourite among both students and professionals in the field for its unique blend of theory and practice with a truly global perspective. The fact that the authors are well-known academics and professionals in the world of mergers and acquisitions (M&A) and investment explains this popularity. This new Fifth Edition continues the tradition, offering a comprehensive tour of the field through scenario-based instruction that places concept and application in parallel. A new chapter has been added, devoted to the financial management of operating buildings that aims to answer questions such as, "to own or to rent?" "variable or fixed rents?" etc. The book's companion website features regularly updated statistics, graphs and charts, along with study aids including quizzes, case studies, articles, lecture notes and computer models, reflecting the author team's deep commitment to facilitating well-rounded knowledge of corporate finance topics. In addition, a monthly free newsletter keeps the readers updated on the latest developments in corporate finance as well as the book's Facebook page, which publishes a post daily. Financial concepts can be quite complex, but a familiar setting eases understanding while immediate application promotes retention over simple memorisation. As comprehensive, relevant skills are the goal, this book blends academic and industry perspective with the latest regulatory and practical developments to provide a complete corporate finance education with real-world applicability. Blend theory and practice to gain a more relevant understanding of corporate finance concepts Explore the field from a truly European perspective for a more global knowledge base Learn essential concepts, tools and techniques by delving into real-world applications Access up-to-date data, plus quizzes, case studies, lecture notes and more A good financial manager must be able to analyse a company's economic, financial and strategic situation, and then value it, all while mastering the conceptual underpinnings of all decisions involved. By emphasising the ways in which concepts impact and relate to real-world situations, Corporate Finance provides exceptional preparation for working productively and effectively in the field.
Easy access to historical and current data with source information and detail for each economic series. Economic Indicators include unemployment rates, 30 year fixed mortgage rates, new construction and other economic indicators. Banking and Finance sections of interest are Consumer credit, Flow of Funds, Freddie Mac rates, Home Mortgages and Interest Rates. Housing and Construction has data on vacancy rates, new homes sales and prices, and much more.
Offers easy access to over 5,550 data sets from over 65 source providers and 16 subject categories, including banking, criminal justice, education,energy, food and agriculture, government, health, housing and construction,industry and commerce, labor and employment, natural resources and environment, income, cost of living, stocks, transportation, and more. Sources of data include federal, local, state and international governments and organizations. Allows for customization of the data by selecting subjects, and the ability to view your data in side-by-side tables, charts and maps. Also available to search using a ready reference interface.
You can login anonymously each time or you can create an account. The Real Estate databases has several data series with historical and current data on many different real estate series globally. House prices, land prices, vacancy rates and much more data is available for specific cities in the US and the world.
Contains long runs of historical data (over 6,000 series) on security markets and macroeconomic trends for over 150 countries. Includes Long-term Financial, Interest Rate, United States Daily Stock Market, Global Stock Market, Total Return, Annual Data, and Dow Jones Industrial Average Intraday. Includes online encyclopedias that describe each database.
Map and create reports that analyze social change based on data from the US Census and American Community
Survey - data is available for all years. Tables include demographic characteristics of an area down to the Census tract or zip code level. Age, sex, race, income, family structure, marital status, education, housing, house value, labor force, occupations, travel time to work, transportation.
Provides access to current and historical United States census data, including all historic decennial censuses and American Community Surveys, as well as other demographic information, such as religious organizations. Census data is current to 2010 and historical back to 1790. In addition to being a data resource, the web interface lets users create maps and reports to better illustrate, analyze and understand demography and social change.
Data from many statistics gathering organizations on a broad range of topics.
Categorized into market sectors, Statista provides access to quantitative facts on media, business, politics, and other areas. Sources of information include market research reports, trade publications, scientific journals, and government sources. Data may be downloaded into spreadsheets and presentations. Also includes industry reports.
California and Bay Area real estate
California Association of Realtors' produce reports about California real estate - forecasts, county summaries, California affordability index and much more. Much of their content is freely available, while some is for members only . Their journal, California Real Estateis also available behind the Circulation Desk at the Business Library.
Local realtors associations publish details about their territories. Search the internet for realtors associations for desired area.
Business Timesand regional Book of Lists are available online for major US economic areas. For the Bay area there are East Bay, San Francisco and Silicon Valley editions of the Book of Lists which list the top companies in various fields and includes data on the largest properties and other relevant data for real estate developers or investors. Book of Lists is available in theonline Business Times package, and are also available in print at the Circulation Desk at the Business Library.
Urban Land Institute is a major land use and development advocacy and research organization and publishes area-specific real estate trends.
List of useful associations in the real estate field - member based, they publish trade journals and reports that provide news, trends and statistics about their industries. They host conferences, advocate for and educate about their industry.
In dollars per square foot by type of building and US metropolitan area.
Revenue, expense, and vacancy trends,
energy consumption analysis, operating ratios and leasing commissions.
Includes medical office buildings.
Construction and building cost indices for metropolitan areas published monthly.
Select the Business Source Complete online access link. In ENR, search for title: Construction Economics. Select pdf to view.