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Agenda
Day 2- September 21
.
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
• Cities Contributing to Improvements
• Moving Entitlement Process Along
• Developer Impact Fees |
|
o Affordable
Housing
o Zoning
o Residential Infill |
Moderator:
Rich Tullo, Senior Analyst, Gateway Reports
Panelists:
Ralph J. Trionfo,
President, Upside Ventures
Thomas Gammino, Massey Knakal Realty Services
9:15 am
Legal Due Diligence
Better
understand how to structure transactions and avoid legal
entanglements. Topics include:
•
Representations and Warranties
• Reconciling exclusions with state law
• Title Insurance
• Lease Reviews
• ADA Problems
• Litigation
• Liens
• Legal Forms of Ownership
Speakers:
Speakers: Joshua Stein, Partner, Latham & Watkins
LLP
10:00 am
Networking Break
10:15 am
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
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Moderator: Rich Tullo, Senior
Analyst, Gateway Reports
Panelists:
Gregg F. Weisser, VP, JPMorganChase
Alan Stein, SVP, Rockefeller Group Development Corporation
George Ross, EVP & Senior
Counsel, The Trump
Organization
Will Obeid, President, Gemini Real Estate Advisors, LLC
11:15 am
Consummating The Transactions
Learn how
to arrange for financing, push the deal through
internal bureaucracy, and negotiate for expeditious
close without price retrading.
| •
Negotiating Strategy |
• Financing |
| • Price
Retrading |
• Title |
| • Raising
Capital |
• Closing |
| •
Obtaining Lease Estoppels |
| •
Committee Approval Process |
| •
Document Management |
Moderator:
John Luna, President, Property Condition Assessments,
LLC
Panelists:
Alissa Helgesen, President, Circle Realty Advisors,
LLC
Mark E. Portner, SVP, Capital Transactions Group, Shorenstein Company, LLC
Tom Regnell, Managing Director
Acquisitions, Washington REIT
12:00 pm
Adjournment
*agenda
subject to change
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