31616 - Economics and Appraisal T

Academic Year 2009/2010

  • Docente: Paolo Barbieri
  • Credits: 6
  • SSD: ING-IND/35
  • Language: Italian
  • Moduli: Paolo Barbieri (Modulo 1) Stefano Stanzani (Modulo 2)
  • Teaching Mode: Traditional lectures (Modulo 1) Traditional lectures (Modulo 2)
  • Campus: Bologna
  • Corso: First cycle degree programme (L) in Civil Engineering (cod. 0919)

Learning outcomes

Giving to the students the basic knowledge for evaluation of investments and property evaluations.

Course contents

FIRST PART OF THE COURSE

a.       The concept of investment and different kinds of investments

b.      Capitalization and discounting back: elements of financial mathematics.

c.       Determining the value of an investment: the Net Present Value.

d.      Investment valuation: steps of the decision procedure.

e.       Basic concepts to evaluate an investment: the expected return rate, the economic life of a project, the relevant cash flows.

f.        Problems in assessing cash flows.

g.       Other methods to gain investment valuation: internal return rate, average pay-back time, the average accounting profit.

h.       Investment valuation within the firm schedule.

 

SECOND PART OF THE COURSE

 

Introduction and Definitions

Property Prices and Property Valuation – Italian and international Property Valuation - Valuation principles - Valuation Reports

 

Appraisal Values and criteria

Synthetic (or direct) appraisal procedures - Real estate market – Statistical sources – Statistical analysis

The cost value - Construction and reconstruction (reproduction) costs – The technical costs – The depreciation for physical deterioration and functional and economic obsolescence - Statistical sources

Analytic appraisal procedures - the direct capitalization - The yield capitalization - The discounted cash flow analysis procedures

 

Derivative real estate appraisals

The transformation value - The complementary value - The substitution value

 

Other valuations

B uildable site s – E xpenses valuations connected with the real estate process

 

Plans valuations

Private and public valuations plan– VAS - VALSAT

 

Readings/Bibliography

Anthony, R.N.; Breitner, L.K.; Macri, D.M. – Il bilancio: Analisi economiche per le decisioni e la comunicazione della performance. 4° Ed., McGraw-Hill. Capitoli: 1, 2, 4, 5.

Anthony, R.N.; Hawkins, D.F.; Macri, D.M.; Merchant, K.A. – Sistemi di controllo: Analisi per le decisioni aziendali – McGraw-Hill, 3° edizione. Capitoli 2 (pp. 31-44), 3, 14, 15, 16.

Guido Pongiluppi – Introduzione alla teoria del valore – McGraw-Hill, Milano

Capitoli 1, 2, 3, 4, 5.5, 5.6, 7, 8

Teaching methods

frontal lessons and exercises

Assessment methods

Written exam. Dates determined according to the School's teaching calendar and available through Uniwex.

Teaching tools

frontal lessons and exercises

Office hours

See the website of Paolo Barbieri

See the website of Stefano Stanzani