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BOMA SF: Foundations Of Real Estate Management

January 29, 2021 @ 9:00 am - 12:00 pm PST

Foundations of Real Estate Management is a 5-module, 28-hour entry-level course, covering the fundamentals of commercial real estate administration, management, building systems, accounting and reporting, contract management, and more.  Each module contains a building tour highlighting the operations taught that day. This course is aimed at new-hires and is a refresher for those returning to operations.  The course also reinforces on-the-job training for junior and assistant property managers.  Course includes:

  • Classroom instruction from seasoned pros, reinforced by behind-the-scenes tours of outstanding buildings
  • Small class sizes to facilitate learning, discussion, and team activities
  • A complete package—instruction, peer networking, and a comprehensive course manual that is easy to read and understand and a valuable resource back on the job

The Foundations Curriculum – What You Will Learn:

Module 1: Real Estate Administration

  • Roles and responsibilities of a property manager
  • Adding value to a real estate investment
  • Strategies for tenant satisfaction
  • Contracting with vendors and suppliers and managing supplier agreements
  • Property characteristics and leasing and marketing strategies
  • Managing risk and understanding commercial insurance coverages

Module 2: The Well-Versed Real Estate Manager

  • Developing effective emergency and disaster preparedness plans and programs
  • Managing tenant improvements
  • Budgeting, accounting, and business plan development
  • Models for recovering operating expenses
  • Due diligence process for buying and selling real estate
  • Understanding OSHA safety requirements
  • Understanding indoor air quality issues and EPA requirements

Module 3: Building Operations I

  • How HVAC and plumbing systems work
  • How electricity flows through a building and the various levels of power
  • Work order systems and best practices for managing service calls

Module 4: Building Operations II

  • Types and operations of fire alarm and control systems
  • Reactive vs. preventive vs. predictive maintenance of building facilities and systems
  • Elevator and escalator systems and operations
  • Roofing systems—built-up, modified bitumen, single-ply
  • Managing solid waste and recycling
  • Managing cleaning services and contracts

Module 5: Putting it All Together

  • Successful approaches to pest management
  • Types of parking structures and parking management
  • Assuring secure and safe buildings
  • Understanding and managing landscaping tasks
  • Learn about BOMA and meet BOMA leaders
  • Learning assessment group exercise

Module 6: Other Property Types

This optional module/supplemental material focuses on the major similarities and differences between managing office buildings and industrial, retail, mixed-use and medical office buildings.


Module 1 (1/29/21 & 2/5/21):  Real Estate Administration
Instructor:  Kathy Mattes and Liz Despins
Module 2 (2/12/21 & 2/19/21):  The Well Versed Real Estate Manager
Instructors:  Tom Gille and Nancy Gille
Module 3  (2/26/21 & 3/5/21):  Building Operations I
Instructor:  Lee Ratcliff and Lucinda Alipio
Module 4 (3/12/21 & 3/19/21):  Building Operations II
Instructor:  Jose Guevara and Amanda Monroe
Module 5-6 (3/26/21 & 4/2/21):  Putting It All Together
Instructor:  Tawni Sullivan and Christine Mann

EARLY REGISTRATION FEE: $795.00 until 1/15/21
LATE REGTISTRATION FEE: $845.00 until 1/22/21


January 29, 2021
9:00 am - 12:00 pm PST
Event Category:


BOMA San Francisco


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