2011 Conference Sessions

#101 - The Current Feeding Frenzy in the Real Estate Finance Market - Can it Continue and What Could Derail it?

• The real estate market, and the lending market in particular, has had a v-shaped recovery. What were the drivers of this recovery and what is continuing to fuel it?
• Are the real estate equity markets driving the debt markets or vice-versa?
• What is going to happen when the Special Servicers stop extending their loans and forcing the general market to be the lenders on any REO properties?
• Lending specifics-Who are the most aggressive lenders and what are their terms?

#102 - Bridge Loans -When and Why they Make Sense for Real Estate Investors

• The right way to use a bridge loan: acquisitions and refinancing
• The tradeoff of speed/execution vs. high short-term cost of capital
• Typical bridge loan terms
• Typical bridge loan borrower
• How do I "get out" of a bridge loan?

Moderator: Brent Truscott, Principal - Bloomfield Capital Partners, LLC
Mitchell Gould, Executive Vice President - BRT Realty Trust
P. David Bramble, Principal - MCB Real Estate, LLC
Jeffrey W. Meshel, Principal - Paradigm Capital Group
Philip Cohen, President- Mansfield Equities Corp.

#201 - How to Structure Joint Venture Equity in Real Estate Projects

• IRR Waterfalls
• Co-investment structures
• Preferred returns
• Raising GP Capital
• Structuring equity around the senior debt

Presented by: Jay Rollins, Managing Principal - JCR Capital

 

#202 - New Development Financing

• Single Family Master Planned Communities Conventional
• Single Family Master Planned Communities  Tax Credit
• Multifamily/Mixed Use
• Single Family Construction

Moderator: Lisa Gunderson, Director of Asset Management - Bristol Development Group
Dale Scott, Senior Executive Vice President - SIKON Construction Company
Rick Mandell, CEO - Aspen Portfolio Strategies, Inc.
Bill Reagan, Managing Director, Public Finance - Raymond James and Associates, Inc.

#301 - Opportunistic Lending - Opportunities and Strategies in Today's Market

• Where are the lending opportunities?
• How do you underwrite to today's standards and market conditions?
• Lessons for borrowers

• Multifamily Development-Target markets, construction costs, return on cost, debt and equity terms, guarantees, current developments in pipeline, product type and design trends, presales and exit strategy
• Institutional capital for multifamily investments - core, core+ and value added strategies, leveraged and unleveraged yield targets, capital raising challenges, 2012 goals
• Top multifamily buyers 2011-Market fundamentals, case studies, exit strategy, deal flow, distress

#401 - Bridge Lending for Value-Added Deals

• White Knight financing
• DPO's
• Distressed debt financing

• 7a versus 504 – what are the differences and which program applies best to your deal
• How to use SBA to get 90% financing on hotel, self storage and other O/O property
• How to pre-qualify your deal and how long does it really take to close

#501 - Capital for the Homebuilder and Developer

• Institutional Equity and Debt Providers Annual Survey Results
• Return expectations
• Co-Invest expectations
• Geographic preference
• Desired products

Moderator: Jeffrey Meyers, Principal - Meyers, LLC
Dennis Cisterna III, Director - Carlton Advisory Services, Inc.
Peter Fioretti, CEO - Mountain Funding
Charles Schwartz, Principal (Acquisitions) - Avanti Properties Group
Mark Drumm, CRO, Director of Research - The Stratford Company

 

#502 - The Future of Retail Demand in a High-Unemployment, Low Home Equity World

• How will consumer behavior be different in this environment?
• Impact on luxury goods
• Forecasts of the demand for new retail construction
• What retail categories will fare the best/worst?
• Local market (city-level) analysis:  which markets will recover first?
• How will population movements ("rooftop counts") dictate the demand for shopping center space?

Moderator: Brad Hunter, Chief Economist & National Director of Consulting – Metrostudy
Shelton Getter, Managing Director - BlackRock
Duane Stiller, Founder & President - Woolbright Development, Inc.

#601 - Monetizing Distressed Loans

• How and when to address distressed loans
• Evaluating options
• Qualitative vs Quantitative considerations
• Ensuring success of the negotiated/planned dispositions

Moderator: Joan Kramer, Managing Director - Kennedy Wilson
Sean McVity, Managing Partner - Garnet Capital Advisors
Kevin Semon, Vice President, Special Servicing Manager - Midland Financial Service
Jimmy Yung, Commercial Real Estate I Director - Deutsche Bank Securities, Inc.

#701 - Analysis and Trends: Financing in the New Cycle

• What themes defined CRE Finance in the last cycle?
• What went right/wrong?
• What are the emerging themes of the New Cycle?
• Who is really lending now?
• What is important about the re-emergence of CMBS 2.0?
• Where is capital coming from in the new cycle and what does a borrower need to know to attract it?

• Green is the new Red, White & Blue
• Out of the box ideas for real estate investors, developers and brokers
• Trillions of dollars MUST be invested over the next 30 years to replace nearly every power generating facility worldwide that has been put in place after 1990 – Why? And how?
• Opportunities to make money by building or retrofitting existing buildings to LEED standards

#801 Closing Session - Private Capital-Meet the Lenders

• Financing note purchases
• Reliability and Speed to Close
  
• Financing Alternative Asset Classes