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Investment Real Estate Cash Flow Demystified: Practical Insights for Advisors 2 Credits

Investment Real Estate Cash Flow Demystified: Practical Insights for Advisors 2 Credits

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  • Access the course at your convenience
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Sep 10, 03:00 PM ET

Learning Objective

  • Analyze the critical components of the real estate cash flow model.
  • Evaluate the role of leverage and financing in cash flow analysis.
  • Identify common advice gaps in real estate cash flow analysis and their impacts.
  • Apply an actionable framework to client scenarios using the cash flow model.
  • Implement strategies to enhance client outcomes through improved cash flow management

Course Overview

Understanding the intricacies of real estate cash flow is vital for professional advisors who want to provide comprehensive investment guidance. 

This CPE Course will delve into the essential components of the real estate cash flow model, covering everything from gross rental income to net operating income (NOI), cash flow before tax (CFBT), and cash flow after tax (CFAT). By breaking down these elements, you’ll gain a clear perspective on how to evaluate and make informed decisions about investment properties.

Attendees will explore practical methods for capturing and projecting cash flow with precision. The session will emphasize the importance of each element in the income and expense collection process, highlighting how effective cash flow management can directly impact investment outcomes, tax efficiency, and overall client satisfaction. Real-world examples will be used to illustrate the significance of these components in real estate investments.

Major Topics Covered:

  • General Information Disclaimer and Intent
  • Consultation with Financial and Legal Advisors
  • Real Estate Investing Risks and Capital Loss
  • No Guarantees of Investment Performance
  • Historical and Hypothetical Performance Illustrations

Join us to enhance your expertise in real estate cash flow analysis. You’ll leave equipped with a robust framework for improving client outcomes and bridging the gap between theory and practical application of the cash flow model.

For more CPE Finance Courses, Click here.

Elevate your valuation expertise with MY-CPE's top-tier CTP CE Courses, tailored specifically for professionals looking to advance in the field of Certified Treasury Professional. At MY-CPE, we pride ourselves on offering courses that not only fulfill your CPE requirements but also enhance your understanding and skills. Our comprehensive selection of CTP CE courses is designed to keep you at the forefront of valuation knowledge, ensuring you remain competitive and proficient in your career.

  • 2 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 2 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
  • 2 CPD Credit of Finance for CPA in Canada
  • 2 CE Credit of Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 330964)

    Valid upto : Dec 31, 2024

  • 2 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)
  • 2 CPD Credit of Finance for Accredited in Business Valuation (ABV)
  • 2 CPE Credit of Finance for Certified Valuation Analyst (CVA)
  • 2 CPD Credit for Personal Financial Specialist (PFS)
  • 2 PL Credit for Chartered Financial Analyst (CFA)
  • 2 CE Credit for Chartered Financial Consultant (ChFC)
  • 2 CPE Credit for Certified Government Financial Manager (CGFM)
  • 2 CE Credit of Managing investment portfolio for Certified Treasury Professional (CTP)
  • 2 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 2 CPD Credit for Chartered Accountant - ICAEW
  • 2 CE Credit for Retirement Income Certified Professional (RICP)
  • 2 CE Credit for Certified Wealth Strategist (CWS)
  • 2 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • 2 CE Credit for Financial Services Certified Professional (FSCP)
  • 2 CE Credit for Wealth Management Certified Professional (WMCP)
  • 2 CE Credit of Common financial investments/ decision types for Certified FP&A Professional (FP&A)
  • 2 CPE Credit of Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
  • 2 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
  • 2 CE Credit for Chartered Advisor in Senior Living (CASL)
  • 2 PL Credit for CIPM
  • 2 CE Credit for Chartered Special Needs Consultant (ChSNC)
  • 2 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)
  • 2 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
  • 2 CPD Credit for CPA - Ireland
  • 2 CPD Credit for Chartered Accountants - Scotland
  • 2 CPD Credit for Chartered Accountants - Ireland (CAI)

  • 2 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 2 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
  • 2 CPD Credit of Finance for CPA in Canada
  • 2 CE Credit of Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 330964)

    Valid upto : Dec 31, 2024

  • 2 CPE Credit of Financial Reporting for Certified Management Accountants (CMA)
  • 2 CPD Credit of Finance for Accredited in Business Valuation (ABV)
  • 2 CPE Credit of Finance for Certified Valuation Analyst (CVA)
  • 2 CPD Credit for Personal Financial Specialist (PFS)
  • 2 PL Credit for Chartered Financial Analyst (CFA)
  • 2 CE Credit for Chartered Financial Consultant (ChFC)
  • 2 CPE Credit for Certified Government Financial Manager (CGFM)
  • 2 CE Credit of Financial Planning and Analysis for Certified Treasury Professional (CTP)
  • 2 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 2 CPD Credit for Chartered Accountant - ICAEW
  • 2 CE Credit for Retirement Income Certified Professional (RICP)
  • 2 CE Credit for Certified Wealth Strategist (CWS)
  • 2 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • 2 CE Credit for Financial Services Certified Professional (FSCP)
  • 2 CE Credit for Wealth Management Certified Professional (WMCP)
  • 2 CPE Credit of Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
  • 2 CE Credit of General finance principles and financial concepts for Certified FP&A Professional (FP&A)
  • 2 CE Credit for Chartered Advisor in Senior Living (CASL)
  • 2 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
  • 2 PL Credit for CIPM
  • 2 CE Credit for Chartered Special Needs Consultant (ChSNC)
  • 2 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)
  • 2 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
  • 2 CPD Credit for CPA - Ireland
  • 2 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 2 CPD Credit for Chartered Accountants - Scotland

Additional Information

Credits

2

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.

About Instructor

Rich Arzaga
Rich Arzaga, CFP®, CCIM

Founder & CEO, The Real Estate Whisperer Financial Planning and Education

  • 4.6
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Rich Arzaga is a dedicated advocate for investors who own directly held real estate investments, an asset class often overlooked by financial advisors. With a focus on comprehensive financial planning, Rich also provides valuable guidance on various real estate matters, including real estate cash flow modeling, buy-sell-hold decisions, 1031 exchanges, tax-advantaged strategies, inherited properties, and other challenges investors may face.

As the Founder and CEO of The Real Estate Whisperer Financial Planning and Education, an advice-only firm, Rich brings a wealth of expertise to the table. He is a CERTIFIED FINANCIAL PLANNER™, a Certified Commercial Investment Member (CCIM), and a Registered Investment Advisor. Finding a dually credentialed professional like Rich, with both CFP® and CCIM designations, is exceptionally rare in the financial planning landscape. His clientele includes real estate investors of varying experience levels, business owners, and affluent families.

Rich's reputation extends beyond his role as a financial advisor. He is an honored instructor and adjunct professor in the UC Berkeley Personal Financial Planning program and the UC Santa Cruz Silicon Valley Extension. Additionally, he has been featured twice at the esteemed Commonwealth Club of San Francisco and has earned a place among Worth Magazine's Top 250 Wealth Advisors in the Nation. Rich's real estate strategies have been showcased in prominent publications such as The Wall Street Journal, Newsweek, Time, Investor's Business Daily, The Journal of Financial Planning, The Journal of Accountancy, Real Estate Business, REALTOR® Magazine Kiplinger Retirement Newsletter, and other business and finance magazines.

Academically, Rich holds an impressive background. He graduated with distinction from the Personal Financial Planning Program at UC Berkeley, complementing his Bachelor of Arts degree from San Jose State University. Furthermore, he pursued Graduate Studies in Management at Northwestern University J.L. Kellogg Graduate School of Management, solidifying his knowledge and expertise in the field.

Beyond his professional achievements, Rich treasures his enduring relationship with his undergraduate sweetheart, as they have shared a blissful marriage for over three decades. Together, they have raised two daughters and enjoy the companionship of their beloved flat-coated retriever – a “very good dog.”.


On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Ratings and Review

4.8

Excellent

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SS

Shawn Sawyer, CPA (US)

I found this course to be very informative and beneficial.

LJ

Laura Johnston, CPA (US)

thorough and informative. liked the real world examples

Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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