Underwriting Management Teams

Course Overview

In this course, candidates will delve into the relationship between capital and operations, how the human element impacts corporate infrastructure, and how the physical environment of a community contributes to the impression of a management team.

Candidates will be guided through the impacts that a management team has on resident experience and engagement and will learn about the systems, processes, and risk management that relate to underwriting management teams.

After learning the key elements and metrics for underwriting management teams, the course will close with a case study example and a final module on future trends that can be anticipated.

Learning Objectives

• Understand the key elements of a successful management team in the current environment.
• Recognize the range of considerations an investor uses to evaluate prospective management teams.
• Understand how to make effective community visits and assess the physical environment.
• Identify how systems, processes, and risk management can impact management teams.

Course Modules

• Module 1: The Relationship Between Capital and Operations
• Module 2: Corporate Infrastructure and the Human Element
• Module 3: The Physical Environment and Resident Experience
• Module 4: Systems, Processes, and Risk Management
• Module 5: Key Elements & Metrics for Underwriting Management Teams
• Module 6: Case Study
• Module 7: Anticipating Future Trends