This is a senior-level integrative course for finance majors concentrating in personal financial planning. It brings together the various aspects of financial planning with heavy emphasis on case studies. The primary emphasis will be to apply these methodologies to single-family residences, but some coverage is provided on commercial real estate. This course studies real estate as an investment medium, the techniques used in evaluating and comparing the investment quality of property, and certain tax factors relevant to real estate investment. This is an integrated, case study approach to financial management.
Emphasis is on presentation of analysis and recommendations for strategies and policies.
This is the capstone and assessment course for finance majors. Proficiency in personal computer word processing and spreadsheet applications is necessary.