Guide to Commercial Real Estate and Finance
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.

In the last few decades the financial institutions of America have gone through many radical changes and periods of uncertainty. Understanding the money markets and finding available sources of capital for investment, expansion, real estate development, and personal investment have challenged the majority of investors seeking loans.

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.

Chapter 1 identifies the skills and duties performed by a professional loan broker. Chapter 2 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. Chapter 3 covers real estate loans and packaging of these loans along with the necessary documentation and terminology, and the instruments used to prepare a variety of real estate transactions. Chapter 4 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. Chapter 5 discusses in detail real estate financing and fundamentals of investing.

The glossary defines the specialized vocabulary use in loan processing. A sample number of documents are provided in the Appendix including, loan application forms, income statements, and Equal Credit Opportunity Act Notice.

Course Publication Date: October 04, 2017

This course is available with NO ADDITIONAL FEE if you have an active self study membership or can be purchased for $110.00!

Author:Delta CPE
Course No:SKA-GCREF-4047
Recommended CPE:11.00
Delivery Method:QAS Self Study
Level of Knowledge:Overview
Advanced Preparation:None
Recommended Field of Study:Specialized Knowledge
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Learning Objectives
  • Recognize loan broker customers, fees and specialized loans.
  • Identify the loan-packaging services.
  • Recognize how lenders qualify clients.
  • Recognize the main categories of commercial finance.
  • Identify benefits from factoring and leasing.
  • Identify investment criteria for venture capital firms.
  • Recognize characteristics of underwriting and identify federal lending laws.
  • Identify goals for federal loan programs and factors in determining FICO scores.
  • Identify different income producing commercial properties.
  • Recognize how lenders evaluate commercial real estate properties and borrowers.
  • Recognize lending rule-of-thumbs and terminology.
  • Recognize how property types affect value, risk, and financing sources.
  • Identify aspects and steps of the construction loans process.
  • Recognize some of the many regulations and lending laws.
  • Identify the sources, classifications and types of mortgages.
  • Recognize the factors to be considered in investment decision, including valuation methods and the risk-return tradeoffs.

CPE Depot 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 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:

Sponsor Number: 109423


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