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Description

Real Estate Wealth: Valuing, Reporting and Securing Positions

Master scope, valuation and deductible liabilities to secure a robust reporting file

  • 1 day — 7 h
  • In-person or virtual
  • Expert
  • Up to 6 participants

Reporting on real estate wealth concentrates the difficulty on three points: determining what falls within the reportable base, valuing assets that rarely have true comparables, and substantiating the debts deducted. Corporate holding structures make the exercise more complex still. Challenges from authorities most often target the value retained and the alleged business use of an asset.

This one-day programme is designed for experienced practitioners. It covers the determination of the reportable base, the valuation of shares in property-rich companies, the rules governing the deduction of liabilities, and the preparation of a supporting file. The cases worked through involve portfolios held through interposed companies in the UAE and cross-border settings.

Learning objectives

  • Determine the real estate assets and rights falling within the reportable base
  • Value shares in companies holding real estate and substantiate the method retained
  • Apply the rules governing the deduction of liabilities and their limitations
  • Handle exemption cases linked to assets used for a genuine business activity
  • Build a supporting file that can be relied upon if the authorities raise a query

What makes this programme different

A written valuation methodology that can be reused from one year to the next
Treatment of ownership chains held through interposed companies
A review of the most frequently encountered grounds for reassessment

Programme

1Reportable Base and Indirect Ownership

Knowing what is within scope

  • Real estate assets and rights concerned
  • Ownership through companies and chains of participation
  • Treatment of assets used for a business activity
  • Split ownership arrangements: usufruct and bare ownership

2Valuation and Substantiation

Defending the value retained

  • Valuation methods for buildings and land
  • Valuation of shares in property-rich companies
  • Discounts commonly claimed and the conditions for their acceptance
  • Building the valuation file

3Liabilities and Risk Control

Mastering deductions and exposure

  • Deductible debts and exclusions
  • Limitations applicable to the largest portfolios
  • Consistency between successive filings
  • Preparing the response to a query from the authorities

Who is it for

Wealth advisers, legal practitioners, family office professionals and private bankers handling real estate portfolios.

Prerequisites

Practical experience of private wealth taxation and real estate holding structures.

Dates & locations

36 scheduled dates between November 2026 and December 2027. Seats are confirmed in the order enquiries are received.

November 2026

December 2026

January 2027

February 2027

March 2027

April 2027

May 2027

June 2027

September 2027

October 2027

November 2027

December 2027

None of these dates suit you? We open additional sessions on request, and any programme can be run privately for your team.

Practical details

Before the programme
Online positioning questionnaire. Your development objectives are shared with the trainer, who tailors the practical case studies to your context.
Teaching methods
Theoretical input, workshops and practical case studies. Digital course materials and method sheets provided.
Assessment
Multiple-choice tests and role-play exercises. Assessment of learning at the start and end of the programme, with immediate and 60-day follow-up evaluations.
After the programme
One year of access to the e-learning platform. Self-assessment of the skills acquired and a 30-day follow-up session with your trainer.
How to register
Registration online or on the basis of a quotation.
Lead time
11 working days after confirmation of registration.
Accessibility
Accessible to people of determination. Contact our accessibility coordinator to design a suitable solution: contact@mpf-academy.ae
Start dates
Rolling intake: in addition to the scheduled sessions, this programme can start on request.