Change font size: Switch to default font size Switch to medium font size Switch to large font size

Total DC Connections since inception: 132310



Main Website >> Real Estate >> Conference Home >> Agenda
 Share:   Join Us On:
Tenant-in-Common Symposium - December 18-19, 2006 - New York, NY
Sign In | Create New Account

LAST UPDATED: Wednesday, December 27 2006
  Day One: Monday, December 18, 2006

08:15 Registration…Deluxe Continental Breakfast

09:00 Opening Remarks

09:10 UPDATE ON THE TIC MARKET WITHIN THE LARGER MACROECONOMIC ENVIRONMENT


• What is the next stage of the TIC market?
• Impact of new regulations and TIC best practices memorandum
• Market analysis and sector outlook for real estate
• Inflation, pricing, interest rates and property market impact
• Where are we in the real estate cycle?
• Which sectors should you be in?
• Is there enough real estate product to satisfy demand?
• What are the current problems of the market that need to be addressed?

Moderator:
Stephen I. Burr, Partner FOLEY & LARDNER LLP
Panelists:
Steven Waldman, Vice President LANDAMERICA COMMERCIAL SERVICES
Kathy Heshelow, President LEGACY REAL ESTATE & INVESTMENTS, Registered Representative CAPWEST SECURITIES, INC.
Corey Smith, Vice President, Sales & Marketing NOBLE ROYALTIES, INC.
Erik L. Olsen, Principal OMNI BROKERAGE, INC.
Paul White, President PROFESSIONAL INVESTMENT ADVISORS
Ryan Bristol, Founder & Chief Executive Officer PROPPOINT

10:10 PRESIDENT/CHIEF EXECUTIVE OFFICER ROUNDTABLE DISCUSSION

Leading market players of the TIC industry will address the most current and critical issues, including:

• On which product or products are you currently focused? Why?
• In which cities or regions are your current investments? Where are you looking for future investments?
• How has the TIC industry changed over the past year?
• What are you doing to stand out in the crowded TIC market?

Moderator:
Kevin Bradburn, President ORCHARD SECURITIES, LLC

Panelists:
Carlton Cabot, Managing Director CABOT 1031
William R. "Russ" Colvin, President & Chief Executive Officer CORE REALTY HOLDINGS, LLC
Gary DeSanto, Chief Executive Officer DESANTO REALTY GROUP
Will Obeid, President GEMINI REAL ESTATE ADVISORS, LLC
Duane H. Lund, Chief Executive Officer THE GENEVA ORGANIZATION
Michael McQuay, Chief Executive Officer PRINCIPLE EQUITY MANAGEMENT
William Winn, President PASSCO COMPANIES, LLC


11:10 Refreshments

11:30 AN INTRODUCTION TO PETROLEUM AND MINERAL 1031 EXCHANGES


Acquiring exploratory wells, developmental drilling prospects, producing oil and gas wells, pipelines, refineries, and LNG Projects through 1031 exchanges:

• What do you need to know to suceed in this market?
• How much technical background should you have?
• Who are the main players in this market?
• How do these deals differ from traditional real estate TICs?

Moderator:
Corey Smith, Vice President, Sales & Marketing NOBLE ROYALTIES, INC.

Panelists:
Don Drake, Vice President, Energy Lending AMEGY BANK, N.A
Malcolm Robertson, Shareholder HOLMAN, ROBERTSON, ELDRIDGE
Mike Indenbaum, Partner HONIGMAN MILLER SCHWARTZ AND COHN LLP
Stephen I. Burr, Partner FOLEY & LARDNER LLP
Bobby Zache, Chief Financial Officer NOBLE ROYALTIES, INC.


Dan Waller, Partner SECORE & WALLER, LLP

12:20 VALUE-ADDED & ALTERNATIVE ASSETS/PROPERTY TYPES: EVALUATING NEW & NICHE TIC STRATEGIES

• What is truly a like-kind exchange?
• Hotels, condo hotels and vacation destinations
• Student housing
• Farms
• Assisted living
• Specialized tenant properties
• What types of assets are you buying on a value-added basis?
• Contracting for tenant improvements
• Additional risk & pitfalls
• Development deals
• Using DST vs. master lease structure
• Property use conversion
• Lease-up needed

Moderator:
Daniel F. Cullen, Partner BAKER & MCKENZIE LLP

Panelists:
Carlton Cabot, Managing Director CABOT 1031
Robert W. Eaddy, First Vice President LASALLE NATIONAL TRUST DELAWARE
Norman M. Powell, Partner YOUNG CONAWAY STARGATT & TAYLOR, LLP

01:10 Luncheon, Courtesy of:

02:20 FINANCING ISSUES: HOW ARE SPONSORS FINANCING THEIR TIC DEALS?

• Who is providing the financing?
• Comparing TIC financing vs. traditional structures
• What is your leverage?
• Interest rate outlook: How should you finance?
• Rating agencies, servicers and “B” buyers
• Debt financing options for TIC deals
• Can mezzanine financing work?
• Short-term financing market update
• How much TIC equity should be in the deal?
• How many investors are too many?
• Reserve expectations
• Serial bankruptcies: How to combat

Moderator:
Michael McQuay, Chief Executive Officer PRINCIPLE EQUITY MANAGEMENT

Panelists:
Jeffrey R. Weissman, Commercial Mortgage Finance CITIGROUP GLOBAL MARKETS, INC.
Michael Blank, Director of Finance DESANTO REALTY GROUP
David Guerra, Vice President MERIDIAN CAPITAL PARTNERS
William Winn, President PASSCO COMPANIES, LLC

03:10 MARKET LIQUIDITY & EXIT STRATEGIES INCLUDING TIC M&A

• Who decides to accept tender offer: Management? Owner? Director?
• Sale/acquisition of one LP
• Limited partner exit
• Selling minority interest
• Timing considerations
• Refinancing vs. getting out
• Sale-leaseback transactions
• The formation of a secondary market in TIC transactions

Moderator:
Greg Paul, President OMNI BROKERAGE

Panelists:
Deborah Froling, Partner ARENT FOX, PLC
Peter Braverman, President FIRST WINTHROP
David C. Rupert, Chief Operating Officer GRIFFIN CAPITAL
Ryan Bristol Founder & Chief Executive Officer PROPPOINT
J. Patrick Dowdall, President TIC RESOURCES GROUP LTD.

04:00 Refreshments

04:20 STATE LAWS, FOREIGN INVESTMENTS & OTHER NEW TAX LAW CONCERNS

• Withholding, disclosure & permanent establishment issues for foreign investors
• Franchise & excise taxes
• Impact of 470 Rules (leases to tax-exempt)
• Rules and regulations governing LLCs: What do you need to know?
• Sales & compliance issues
• Losing private placement exemption: How can it happen? How can it be prevented? What are the results?
• Risks of general solicitation
• Pre-selling to reps & going direct to the financial advisor

Moderator:
J.M. Ramey, Partner HIRSCHLER FLEISCHER

Panelists:
Daniel F. Cullen, Partner BAKER & MCKENZIE LLP
Paul White, President PROFESSIONAL INVESTMENT ADVISOR
Wendy Langlais-Tillery, Principal- Tax Consulting REZNICK GROUP

05:10 INVESTOR DUE DILIGENCE: MANAGING CONFLICTS OF INTEREST & ASSESSING FEE LEVELS

• How to tell a good deal from a bad deal
• Evaluating the property & the management
• Assesing exit strategies
• Compensation & disclosures
• Valuation, transparency, performance
• Entity ownership
• Purchase price of property vs. TIC price
• Control and fee issues
• Wealth manager vs. client interest
• Back-end fees & clawbacks
• Aligning interests and improving transparency with your managers
• Using fees in a positive way
• Client reporting

Moderator:
Todd D. Snyder, Partner SNYDER KEARNEY LLC

Panelists:
Josh Hoffman, Director of Sales Operations DBSI GROUP OF COMPANIES
Michael Phillips, President PORTOLA FINANCIAL CO
Bob Horning, Registered Representative PRIVATE EQUITY GROUP, LLC
Joan Biro, STANDARD & POOR
06:00 Networking Cocktail Reception, Courtesy of:

07:00 Day One Concludes

LAST UPDATED: Wednesday, December 27 2006
  Day Two: Tuesday, December 19, 2006

08:30 Deluxe Continental Breakfast

09:00 FINANCIAL ADVISOR ROUNDTABLE

9:00 TOP 1031 REPS’ SECRETS: BACK TO BASICS

9:00 TOP 1031 REPS’ SECRETS: BACK TO BASICS


Explaining TICs to your clients
* How to find a client * Giving TIC seminars
* To TIC or not to TIC: Know your client
* When are TICs appropriate?
* What about the clients’ need for control?
* So many TICs, so little time, how can you choose?

Moderator:
Candace Mayeron, Regional Vice President - Northeast DBSI GROUP OF COMPANIES

Panelists:
E. Richard Giglio, Registered Representative ALEXANDER PARTNERS
Eric Bicknese, Investment Advisor BROOKSTREET SECURITIES CORPORATION
Jeffrey S. Cederberg, Registered Representative CAPWEST SECURITIES, INC.
Pete Kendrick, Registered Representative KENDRICK FINANCIAL SERVICES

09:50 SPONSOR BLOWUP, BANKRUPTCY, INVESTOR DEFAULT & WORKOUT OF A TIC

• Can a TIC go bankrupt?
• Individual tenant bankruptcy issues
• Workout strategies when negotiating with lenders
• Can an impasse result in a bankruptcy?
• What are the early warning signs of a TIC going down?
• Serial bankruptcies: A possibility?
• Potential litigation: What's out there?
• Investor defaults: How to protect yourself
• Recourse carve-outs: What are the typical and atypical structures? What if a LP refuses to sign?
• Does an LLC structure protect you?
• Delinquent LLCs: What types of preventive maintenance can help you avoid this in the future?

Moderator:
Bryan S. Mick, President MICK & ASSOCIATES PC, LLO

Panelists:
David S. Cohen, Managing Member CAPITAL REAL ESTATE
Ellisa Habbart, Partner THE DELAWARE COUNSEL GROUP, LLP
David Clinton III, President SABRE SYNDICATION SERVICES

10:40 Refreshments

11:00 FUTURE OPPORTUNITIES, TRENDS, STRUCTURE AND POSITIONING FOR TIC PROGRAMS

* The pros and cons of the master-lease vs. proforma or TICs on title *
Positioning real estate and TICs as part of an overall investment strategy for today’s sophisticated investors
* The importance of diversification when selecting TIC replacement property for investors
* TICs appeal to the east coast investor
* Introducing alternatives to traditional TIC replacement properties
Moderator:
Aaron Cook, Executive Vice President & National Sales Manager CORE REALTY HOLDINGS, LLC
Panelists:
Merriah Harkins, President DBSI SECURITIES CORP.
Bryan S. Mick, President MICK & ASSOCIATES PC
Paul White, President PROFESSIONAL INVESTMENT ADVISORS

11:50 FINDING INVESTORS, RAISING FUNDS & ATTRACTING NEW MONEY

• Where to find solid investments for your next TIC deal
• Comparing replacement options
• TIC risks
• Suitability issues
• Who are the buyers?
• Tapping into the financial planning community
• What are the best sources of finding TIC clients?

Moderator:
E. Richard Giglio, Registered Representative ALEXANDER PARTNERS

Panelists:
Alan Shorr, President & Chairman, AFA FINANCIAL GROUP, LLC
Jeffrey S. Cederberg, Registered Representative CAPWEST SECURITIES, INC.
Paul White, President PROFESSIONAL INVESTMENT ADVISORS

12:40 IMN's Third Annual NYC Tenant-In-Common Transactions Forum Concludes


Conference Home | Conference Agenda | Sponsors & Exhibitors | Hotel/Venue| Registration/CPE Info.| Register

Copyright © 2014 IMN All rights reserved - Terms & Conditions, Privacy Policy, Cookies