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Agenda
Day 2 - January 18
8:00 am
Registration, Networking & Continental Breakfast
8:20 am
Welcome and Opening Remarks
Conference Chairmen:
John Luna, President, Property Condition Assessments, LLC
Thomas Clark, CIO, Property Condition Assessments, LLC
8:30 am
Condo Conversions Is the Party Over?
How to insure
Contending with union opposition
Impact on rents
Facilitating mortgages
Wrap insurance coverage
Fostering positive community relations
Cities contributing to improvements
Moving entitlement process along
Developer impact fees
o Affordable housing
o Zoning
o Residential infill
Moderator:
Richard Tullo, Special Situations Analyst, The Wall Street
Transcript
Panelists: Joseph
Fleishaker, President, Koleman Real Estate
Brian Baniqued, Broker/Owner, Baniqued Realtors
Daniel Flynn, VP - Land Acquisition, John Laing Homes
David Drummond, SVP, Colliers Seeley
International
9:15 am
Legal Due Diligence
Better understand how to structure transactions and
avoid legal entanglements. Topics include:
Multiple asset
portfolios sampling methods
Analysis of buyers accounting
Pre- and post-contract issues
Representations and warranties
Reconciling exclusions with state law
Legal forms of ownership
Title insurance
ADA problems
Litigation
Liens
Speaker: Michael G. Smooke, Partner, Fulbright & Jaworksi, L.L.P.
Title Insurance Considerations in
the Purchase and Sale of Commercial Real Estate
Indemnity
coverage
Duty to defend
Risk-elimination
Searches for titles and liens
Structuring conveyance and financings to minimize
transaction expense
Handling escrow as well as transfer and mortgage taxes
Special coverages - extended coverages, zoning,
comprehensive endorsements
Speaker: Bruce E. Hawley, Senior Vice President, Senior Underwriting Counsel & Manager,
Stewart Title Guaranty Company
10:15 am
Networking Break
10:30 am
Leasing: Managing Inherited Contractual
Obligations and Relationships
Responsibility
for existing contracts
Transferability of municipal benefits to/from buyer/seller
Zoning and other restrictions that run with the property
Other appurtenances attached to sale of property (e.g. air
rights)
Tenant leases and ongoing relations
Transfer restrictions Eroding tax abatements
Landlord obligations Base year anomalies
Moderator: Lewis Burleigh, Partner, Dechert LLP
Panelists: Matthew D. Belshin, Partner, SENTRE Partners
Lauri Greenblatt, President, Promus Management
Stanley Iezman, President and CEO, American Realty Advisors
11:15 am
Due Diligence Techniques for Specific Asset Classes
Learn best practices
for conducting asset-class specific due diligence.
Moderator:
David Wanetick, Managing Director, The Wall Street Transcript
Panelists:
Ryan McClean, First Industrial Realty Trust, Inc. (Industrial
Due Diligence)
Steven A. Weilbach, Pacific Property Company (Multi-Family Due
Diligence)
Brigitta Troy, Vice-President Acquisitions, Arden Realty,
Inc. (Office Due Diligence)
12:00 pm
Adjournment
*agenda
subject to change
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