13 June 2017
9:30 - 17:00
The trainer has over 30 years front line Corporate Banking and real estate experience within RBS and NatWest where his responsibilities have included credit approving the Bank’s largest corporate real estate deals, Head of SME Real Estate, and Head of Specialised Relationship Management - a real estate restructuring business.
He also has over 20 years’ experience in training, having been the senior technical trainer at NatWest’s staff college. Since that time, he has continued to develop his training skills both within and outside the Bank, having facilitated over 50 separate programmes across Europe and the Middle East.
This course is a thorough review of the key factors which need to be considered by lenders when funding residential and commercial investments. It considers the key issues using a variety of relevant examples and case studies to bring the session to life and ensure it is firmly rooted in real World issues.
It covers a variety of technical considerations designed to boost the knowledge of existing practitioners and sets out the key cashflow and capital value risks. It also sets out the appropriate mitigants lenders need to consider. It is appropriate for anyone working with SME and mid-corporate residential or commercial investment customers/risk.
Classroom style delivery with maximum use made of relevant mid-market UK based case studies and exercises. Highly interactive programme with delegate participation and questioning strongly encouraged and featuring throughout. The classroom session will also be boosted by a short amount of pre-course reading to provide background information and ensure all delegates have a consistent minimum level of awareness and knowledge prior to the session.
This course is aimed at real estate finance lenders working with UK SME and mid-market real estate customers. The course is suitable for both Credit and relationship management staff. Some existing knowledge of the sector is desirable but not necessary, as the pre-course reading element will ensure a minimum common platform of core knowledge.
The course will initially consider a series of introductory issues which are relevant to the investor and so impact Bank support for investment deals:
Valuation Methodologies – we will then examine the importance of valuations to investment assets and the key approaches valuers use. We will consider how they can impact on investment performance and Bank risk
The Lending Banker’s Perspective - we will explore the key Bank response and strategy to both residential and commercial investment lending, using a three step approach: