Commercial Real Estate Roundtable Agenda

COMMERCIAL REAL ESTATE FINANCE AND SECURITIES ROUNDTABLE SERIES:
A BLUEPRINT FOR THE INVESTOR AND SYNDICATOR
Tuesday, May 5, 2015 (8:00 – 10:00 a.m.)
New for 2015, Schneider Boerema PLLC presents its real estate finance roundtable.
In partnership with Avison Young, our goal is to provide interactive education and training in a small group setting to investors,
sponsors, developers, limited partners and managers of real estate investment companies and joint ventures.
Whether you plan to invest in real estate for the first time or simply want to learn more about the intricacies of the real estate
finance landscape and best practices for success, this roundtable series is designed to provide a detailed understanding of market
cycles, an analysis of the key issues and a blueprint for taking the next steps in successful real estate investing.
Our goal during the roundtable is to meld together disparate elements, like governance, finance, tax, law and business strategy,
to create a more comprehensive understanding of the challenges and opportunities of investing in real estate projects and joint
ventures.
ROUNDTABLE SESSION 1
Major Agenda Items & Key Objectives:
1. Understand commercial real estate market trends and cycles, and the impact of timing on successful real estate
investing.
2. Learn how to evaluate the merits of a commercial real investment using key financial ratios and formulas,
including discounted cash flow, CAP rates, return on investment and other real estate financial indicators.
3. Learn what motivates banks to lend and equity investors to invest, how the key financial ratios play into those
decisions and how to proactively structure the deal to attract the right debt and equity partners.
Also, join us for upcoming roundtables to help you:
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Understand key tax planning strategies including 1031 transactions as well as the relevance of key tax provisions in the
real estate joint venture partnership or operating agreement.
Understand the basics of securities law, including the elements of a private placement memorandum and what you should
know before signing private placement securities documents.
Understand your rights as a minority investor in a real estate joint venture, including voting rights, rights to tax distributions
and your right to exit or dispose of your interest in the venture.
For more information, or to register
CLICK HERE