Real Estate Investment and Underwriting for the Private Banker

Contact Tom Carlin


(914) 834 4555

Real Estate Investment and Underwriting for the Private Banker

Length: 1 Day

This session provides the private banking professional with a basic understanding of real property investments and financing, directed from the perspective of a private banker.

This course reinforces the fundamental principle of understanding real property as an important component of an investor’s portfolio. The session elevates the awareness and confidence of the private banker in conversing with the client regarding real estate finance. Additionally, the course will enhance participants’ ability to conduct more detailed discussions with bank underwriting personnel.

Through a combination of lecture and case study work, this course provides participants with information and skills necessary to understand the wealthy client’s incentive to own real property as part of a balanced investment portfolio and the underwriting of appropriate debt positions against this investment.


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