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The Real Estate Finance Syllabus Template Kit

AACSB-aligned. Bloom's taxonomy mapped. Ready to customize in an afternoon. Available for in-person, online, and hybrid delivery.

Whether your institution calls it Real Estate Finance, RE Finance, Real Estate Financial Analysis, Mortgage Finance, Real Estate Capital Markets, Financing Real Estate — this template covers the standard curriculum.

What Every Real Estate Finance Syllabus Needs

A well-designed real estate finance syllabus does more than list topics and due dates. It establishes the learning contract between instructor and student, communicates expectations, and creates a framework for achieving measurable learning outcomes. Following the principles of backward design (Wiggins & McTighe, 2005), effective syllabus construction begins with the end: what should students be able to do when they complete this course?

The essential components include: a clear course description that positions the class within the real estate curriculum, learning outcomes aligned with both Bloom's taxonomy and institutional AACSB goals, a detailed topic schedule with session-by-session progression, an assessment strategy that measures each stated outcome, academic integrity policies appropriate to the delivery format, and a curated list of required and recommended materials.

For real estate finance specifically, the syllabus must address a quantitative scaffolding challenge: later topics (secondary markets, commercial lending, financing impact on returns) depend heavily on earlier concepts (time value of money, mortgage math, borrower qualification). The 16-week schedule in this template builds from Excel foundations and TVM through residential and commercial lending, culminating in analysis of how financing decisions affect investment returns.

16-Week Topic Schedule

A proven sequence that builds from mortgage math fundamentals to capital markets analysis. Each week builds on the last.

Week 1

Excel for Real Estate Finance

Spreadsheet setup, financial functions, building RE financial models from scratch

Week 2

Advanced Time Value of Money

Multi-period discounting, uneven cash flows, mortgage-relevant TVM applications

Week 3

Advanced TVM Applications

Loan amortization schedules, effective vs. nominal rates, points and fees analysis

Week 4

Mortgage Fundamentals

Mortgage instruments, fixed-rate vs. adjustable-rate, payment structures, loan terminology

Week 5

Mortgage Fundamentals — Applications

Building amortization tables, comparing mortgage structures, total cost of borrowing

Week 6

Residential Borrowers

Borrower qualification, debt-to-income ratios, credit analysis, down payment requirements

Week 7

Midterm Review & Exam

Comprehensive review of weeks 1-6: TVM, mortgage math, and borrower qualification

Week 8

Residential Lenders

Origination process, underwriting standards, lender risk assessment, servicing

Week 9

Residential Lenders — Risk Management

Default risk, prepayment risk, interest rate risk, lender profitability analysis

Week 10

The Mortgage Markets

Secondary markets, securitization, GSEs (Fannie Mae, Freddie Mac, Ginnie Mae), MBS

Week 11

Mortgage Markets — Capital Flows

Tranching, credit enhancement, yield spreads, role of rating agencies, market structure

Week 12

Commercial Lenders & Borrowers

Commercial loan structures, DSCR, LTV constraints, recourse vs. non-recourse lending

Week 13

Commercial Lending — Advanced Topics

Mezzanine debt, preferred equity, construction lending, loan covenants, workout strategies

Week 14

The Impact of Financing on Returns

Leverage and equity returns, financial risk, optimal capital structure for RE investments

Week 15

Review & Integration

Connecting residential and commercial lending, capital markets, and investment return analysis

Week 16

Final Review & Exam

Comprehensive review of all course material

Sample Learning Objectives — Bloom's Taxonomy Aligned

Each objective uses a measurable action verb at a specific cognitive level. Adjust the verb and scope to match your institution's AACSB learning goals.

RememberDefine key real estate finance terms including LTV, DSCR, amortization, securitization, and GSE
UnderstandExplain how the secondary mortgage market channels capital from investors to borrowers
ApplyCalculate monthly mortgage payments, remaining balances, and effective borrowing costs using TVM techniques
ApplyStructure a residential loan application and determine borrower qualification using standard underwriting ratios
AnalyzeEvaluate the risk-return profile of different mortgage instruments from both lender and borrower perspectives
AnalyzeAssess how securitization, tranching, and credit enhancement redistribute mortgage risk across market participants
EvaluateCompare commercial lending structures and determine appropriate loan terms for a given property and borrower
EvaluateDetermine how leverage and financing terms affect equity returns and financial risk for real estate investments
CreateBuild a complete loan analysis model that integrates borrower qualification, lender underwriting, and deal economics
CreateConstruct a financing scenario analysis that demonstrates the impact of different capital structures on investment returns

How to Align Your RE Finance Syllabus With AACSB Standards

AACSB-accredited business schools must demonstrate Assurance of Learning (AoL) — systematic evidence that students achieve the program's learning goals. For individual real estate finance courses, this means each learning objective should map to at least one program-level goal.

The 2020 AACSB standards emphasize competency-based outcomes and continuous improvement. Rather than prescribing specific content, they require schools to define their own learning goals and prove that curricula achieve them. This template supports that process by providing objectives already tagged with Bloom's taxonomy levels, making it straightforward to demonstrate alignment between course-level assessments and program-level AoL requirements.

Common AACSB learning goal categories for real estate programs include: analytical thinking and quantitative problem solving, ethical understanding in lending and markets, knowledge application in real estate finance, and effective communication of financial analysis. The template's learning objectives span all four categories across the Remember through Create cognitive spectrum.

Textbook Pairings

This syllabus template works with any standard real estate finance textbook.

Blended Teaching: Real Estate Finance

Robinson, McGrath & Worzala Blended Teaching

For instructors who want to flip the classroom. Studio-produced video lectures handle the fundamentals so class time can focus on application, discussion, and real-world problem solving.

Real Estate Finance & Investments

Brueggeman & Fisher — 17th Edition, McGraw-Hill

The standard text for combined finance and investment courses. Comprehensive coverage of residential and commercial lending.

Real Estate Finance

Clauretie & Terrell — 7th Edition, Cengage

Strong on mortgage instruments and secondary markets. Good for courses focused on residential finance.

Looking for a complete online course, not just a syllabus?

Get a ready-to-teach asynchronous Real Estate Finance course with 17 hours of video lectures, auto-graded quizzes, and progress tracking.

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Find Your Template

Choose the variant that matches your delivery format. All variants are designed for RE majors at the 3000-level.

Common Questions