Beginner
Lease duration, rent resets and tenant concentration
The lease schedule turns a property portfolio into a timeline of risks and opportunities. Duration, rent resets and concentration should be read together.
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FOLITIC / REITs
Understand property businesses, read REIT financial results and assess the price of income. Follow eight stages from ownership and leases to valuation, portfolio construction and advanced research.
Start with What you own when you buy a REIT, then follow the next lesson links. Explore 32 lessons with worked examples, exercises and further reading.
Leases · All lessons
Connect tenant demand, property sectors and lease terms to rental income.
Beginner
The lease schedule turns a property portfolio into a timeline of risks and opportunities. Duration, rent resets and concentration should be read together.
Read article