Effective budget planning and reporting for real estate managers

In this training , you training practical methods of budget planning, reporting, and key performance indicator management specifically for the real estate industry. You will be provided with checklists, tools, and processes for structuring budgets, making them transparent, and evaluating key performance indicators. This will enable you to make informed business decisions, manage your property or real estate portfolio, and provide meaningful reports to investors.

The training you how to set up, update, and manage budgets for existing and new properties, which planning cycles are useful, and how to establish rolling budget planning. You will understand the challenges of budget responsibility and be able to implement them in a more structured, transparent, and comprehensible way in your everyday work.

Good reporting provides you and your internal and external stakeholders (e.g., investors,owners) with clear, up-to-date information onincome, expenses,measures, and key figures. You will learn how to set up fast, transparent reporting, what content is important (e.g., management summary, CAPEX/OPEX lists), and how to interpret reports tosupportoperational and strategic decisions.

You can immediately apply the tools, checklists, and methods in your daily work, e.g.,when creating quarterly or annual budgets, reportingforinternal control or external requirements, and analyzing key figures to identify and manage development trends.

This training at property/facility managers of residential and commercial real estate management companies, real estate asset managers or portfolio managers with budget responsibility, (private) investors, as well as specialists and executives from the field of accounting, especially financial accounting and controlling, and investment or fund managers who are responsible for performance and returns.

As employee Controlling, you will gain deeper insights into the relationships between budget planning, reporting, and key figures in the real estate industry, which will help you improve financial control processes, create meaningful financial reports, and link operational and strategic key figures in a meaningful way.

This training specifically training the topics of budget planning, reporting, and key figures in the context of the real estate industry and is aimed explicitly at practitioners with budget responsibility. The focus is on application-oriented tools and checklists that you can use directly, rather than just theoretical basics.

Among other things, you will receive clear definitions of budget terms, methods for rolling planning, checklists for reporting processes, key performance indicator tools, and templates for real estate reports that you can use in your daily work for control and analysis.

With the practical know-how you acquire, you will expand your professional expertise in real estate management and controlling. You will be able to better support decision-makers, plan and interpret complex budgets in a meaningful way, and create relevant reports, which can open up both professional recognition and new opportunities in management or specialist roles.

The methods are taught through trainer input, practical tools, checklists, and discussions. The training event an opportunity to exchange experiences with other participants, allowing you to learn about different practical solutions and expand your network.