Program Chair and Presenter
Lucas N. Roe
Reinhart Boerner Van Deuren, S.C.
Madison
Presenters
Matthew E. Lund
Walker & Dunlop
Madison
Laura S. Peck
Axley Brynelson LLP
Madison
Richard E. Petershack
Axley Brynelson LLP
Madison
Steven A. Pullara, CPA
Smith & Gesteland
Madison
8:00 a.m. : Registration
8:30 a.m. : A Critical Look at Offers to Purchase Commercial Real Estate
- The WB-15 commercial offer to purchase says what? A comprehensive analysis
- Reviewing riders and addenda to the WB-15
- Common contingencies and acquisition diligence.
- Analyzing enforceability and contingency savings provisions
- There was a default…now what?
Lucas N. Roe
9:20 a.m. : Tax Planning Opportunities and Pitfalls for Commercial Real Estate Acquisition
- Cost segregation, bonus depreciation, and Section 179 deductions
- Lease acquisition costs and related issues
- Treatment of tenant finish payments and costs
- Developments with section 1031 tax deferred exchanges
- Structuring development of appreciated land to minimize taxes via capital gain versus ordinary income character
Steven A. Pullara, CPA
10:10 a.m. : Break
10:25 a.m. : Hot Real Estate Topics for Lenders: What you Need to Know
- What is HVCRE and why should I care?
- What is the current status of carve-outs in guarantees, and how does this impact swap transactions?
- Why does the lender want comfort Letters or agreements regarding franchisors or liquor licenses?
- What are the important issues in negotiating a landlord waiver?
Laura S. Peck, Richard E. Petershack
11:15 a.m. : Capital Markets Update
- Interest rates – short and long term options
- Active lenders for commercial real estate
- How lenders are structuring and pricing
- Financing new developments
Matthew E. Lund
12:15 p.m. : Question and Answer
- Hear finance, tax, and lender perspectives on the current commercial real estate landscape
- Discover tips for making your purchase agreements more effective and efficient
- Explore ways real estate deals can affect tax liability
- Learn how to work with lenders who are unwilling to negotiate
- Know what to expect in capital markets in the next year
- Commercial real estate lawyers
- Business law attorneys
- Government lawyers
- Accountants
- Title insurers