MUP Presents Asset Management Webinar Series

Asset Management training series kicks off September 7th

Operations and Maintenance coming in Winter 2017

Partner Energy Logo StackedThe Multifamily Upgrade Program has teamed up with Partner Energy to provide a series of training sessions to address the role of energy efficiency in two key income-property fundamentals: asset management (including pro forma evaluation) and operations and maintenance. Through these courses, Tony Liou, Principal Engineer and President of Partner Energy, and John Rockwell, National Client Manager at Partner Energy, will highlight how to sell services that deliver financial benefits beyond simple payback and return on investment, and will provide participants with tools to communicate the value of such services that is consistent with the income-property management industry.

Course registration is free, and is now available for Asset Management Part 1: Basics of Commercial Real Estate Transactions on September 7, 2016, from 11:00AM to 12:00PM. Registration for subsequent courses will be available two weeks in advance of the course date. For questions, please contact or call Melissa Buckley at 916-844-0081.



Asset Management 1: Basics of Commercial Real Estate Transactions

The real estate business cycle, asset management roles and responsibilities, introduction to key terms and concepts, Investor Confidence Project

September 07, 2016

11:00AM to 12:00PM

Asset Management 2: Introduction to the Valuation Process

Terminology and financial metrics, basic outline of pro forma and valuation process, working with asset managers

October 12, 2016

11:00AM to 12:00PM

Asset Management 3: Fundamentals of Pro Forma Valuation

Components of the pro forma, calculating valuation, discounted cash flow and net operating income calculations

November 02, 2016

11:00AM to 12:00PM

Asset Management 4: Pro Forma Valuation in Practice

Review pro forma and valuation techniques, how to market energy efficiency projects beyond simple payback and ROI.

December 07, 2016

11:00AM to 12:00PM

Operations and Maintenance 1: The Basics

History of operations and management manuals, various components of the operations and maintenance evaluation and manual development.

January, 25, 2017

11:00AM to 12:00PM

Operations and Maintenance 2: Manual Creation

Walk participants through the creation of an entire O&M manual, and enable them to support their customers with O&M manual development and building operations evaluations, which will become part of standard Multifamily Upgrade Program operations under AB 802.

February 22, 2017

11:00AM to 12:00PM

For those who cannot attend, we will record and store all sessions on our YouTube channel for on-demand viewing.