This course explores the full ecosystem of ETFs and REITs, focusing on their structure, valuation, liquidity mechanics, and strategic role in modern portfolios. Learners gain practical skills in fund design, creation and redemption processes, property-based income modeling, and regulatory compliance. Through real-world case studies and analytical tools, the program builds expertise in evaluating performance, managing risks, and constructing diversified investment vehicles. Designed for analysts and portfolio managers, this course provides the technical and strategic foundation needed to build, assess, and manage ETF and REIT products in today’s evolving financial markets.
Growth
Skills & learning objectives
There are 12 modules in this class
- Overview of Exchange-Traded Funds (ETFs): Structure, Purpose and EvolutionUnlock this class to watch2m 38s
- Overview of Real Estate Investment Trusts (REITs): Types, Purpose and Market RoleUnlock this class to watch2m 47s
- Key Differences and Similarities Between ETFs and REITsUnlock this class to watch2m 49s
- Role in Modern Investment Portfolios and Capital MarketsUnlock this class to watch2m 4s
- ETF Creation: Index Tracking, Active and Thematic DesignUnlock this class to watch2m 12s
- REIT Formation: Equity, Mortgage and Hybrid StructuresUnlock this class to watch2m 1s
- Legal and Organizational Setup for ETFs and REITsUnlock this class to watch3m 45s
- Asset Selection and Portfolio Composition CriteriaUnlock this class to watch2m 39s
- Launch Strategies, Initial Capital Raising and Market PositioningUnlock this class to watch2m 53s
- SEC Regulations for ETFs: 1940 Act and Rule 6c-11Unlock this class to watch2m 46s
- REIT Compliance: IRC Section 856, Tax and Distribution RequirementsUnlock this class to watch3m 24s
- Disclosure, Reporting Obligations and Fiduciary DutiesUnlock this class to watch3m 6s
- Cross-Border Regulatory Considerations and Global StandardsUnlock this class to watch3m 2s
- Governance Structures: Boards, Trustees, Committees and AccountabilityUnlock this class to watch2m 45s
- Passive vs Active ETF StrategiesUnlock this class to watch2m 53s
- Sector-Specific, Geographic and Thematic REIT StrategiesUnlock this class to watch3m 17s
- Diversification Techniques for ETFs and REITsUnlock this class to watch3m 30s
- Leverage, Derivatives and Risk-Enhanced ProductsUnlock this class to watch3m 4s
- Integration of ESG and Sustainability Factors in Fund DesignUnlock this class to watch3m
- Rebalancing and Index Tracking for ETFsUnlock this class to watch4m 25s
- Property Acquisition and Management for REITsUnlock this class to watch4m 56s
- Liquidity Management, Creation/Redemption Mechanisms, and Trading EfficiencyUnlock this class to watch4m 14s
- Cost Management: Expense Ratios, Fees, and Operational EfficiencyUnlock this class to watch4m 31s
- Market, Credit, and Liquidity Risks in ETFs and REITsUnlock this class to watch1m 52s
- Real-Estate-Specific Risks: Valuation, Leverage, and Interest-Rate SensitivityUnlock this class to watch1m 18s
- Performance Metrics: Sharpe, Sortino, Alpha, Beta, and ESG-Adjusted RatiosUnlock this class to watch1m 28s
- Stress Testing, Scenario Analysis, and Hedging StrategiesUnlock this class to watch2m 33s
- Risk Governance, Reporting, and Oversight MechanismsUnlock this class to watch2m 20s
- ETF Valuation: NAV, Premiums/Discounts, and Arbitrage MechanismsUnlock this class to watch2m 50s
- REIT Valuation: FFO, AFFO, Cap Rates, and Property Appraisal MethodsUnlock this class to watch2m 39s
- Comparative Analysis Across ETFs and REITsUnlock this class to watch1m 55s
- Investor Reporting, Benchmarking, and Performance AttributionUnlock this class to watch2m 20s
- Digital Trading Platforms and Analytics for ETFsUnlock this class to watch3m 5s
- PropTech and Data Analytics in REIT ManagementUnlock this class to watch3m 27s
- Blockchain, Tokenization, and Digital Real AssetsUnlock this class to watch2m 41s
- AI-Driven Portfolio Optimization and Risk MonitoringUnlock this class to watch2m 30s
- Emerging Products: Smart Beta ETFs, ESG REITs, and Thematic StructuresUnlock this class to watch2m 36s
- Capstone Project: Designing an ETF or REIT Product from Concept to LaunchUnlock this class to watch3m 49s
- Regulatory and Market Evolution: Anticipating Structural ChangesUnlock this class to watch3m 4s
- Opportunities in Sustainable, Thematic, and Alternative Fund StructuresUnlock this class to watch3m 28s
- Deep Dive into REIT ETFs: Structure, Management, and PerformanceUnlock this class to watch2m 50s
- Strategic Use of ETFs and REITs in Institutional PortfoliosUnlock this class to watch2m 48s
- Comparative Analysis: Direct REITs vs. REIT ETFsUnlock this class to watch2m 39s
- Successful ETF Launches: Vanguard, BlackRock, and State StreetUnlock this class to watch2m 32s
- REIT Case Studies: Prologis, Simon Property Group, and Global PerspectivesUnlock this class to watch2m 37s
- Challenges in Emerging Markets: Asia, Europe & the Middle EastUnlock this class to watch3m
- Lessons from Market Crises: 2008 & COVID-19Unlock this class to watch2m 36s
- ClosingUnlock this class to watch1m
This class is part of the following certifications
Certified Portfolio & Fund Manager (CPFM)
63 ClassesUnlimited interactive exercises
Unlock Certificate
ClassFAQs
The course aims to equip learners with a comprehensive understanding of how ETFs and REITs are structured, designed, valued, and managed, including market mechanics, regulatory frameworks, liquidity systems, and performance evaluation.
The course is designed for finance professionals, analysts, portfolio managers, and individuals interested in understanding fund structure, index design, real-estate valuation, and modern investment-vehicle engineering.
The module covers fund formation, legal structure, NAV calculation, authorized participants (APs), liquidity providers, and trading behavior in primary vs secondary markets.
The course explains REIT eligibility rules, pass-through taxation, capital allocation, property-type diversification, NOI modeling, leverage rules, and income-distribution requirements.
Learners will be able to analyze ETF pricing efficiency, tracking error, REIT valuation models, FFO/AFFO metrics, liquidity risk, leverage sensitivity, sector exposure, and apply stress-testing and governance frameworks.
Explore
More from trading
Reviews
What our learners say
4.6
0 reviews