Profiting from Cross-Border Flow of Capital into Real Estate

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About The Conference

iGlobal Forum is pleased to present the upcoming Profiting from Cross-Border Flow of Capital into Real Estate workshop series, taking place in NYC on March 6th 2018. As investment in US real estate continues to burgeon, this interactive day of learning and networking will provide critical insight into three key areas: trends and opportunities in cross-border real estate investment, optimal deal structuring strategies to maximize the profitability of international real estate investment and innovative strategies to raise foreign capital.
The workshops will provide an intimate format which is conducive to learning, sharing experiences, and sourcing business partners. You will meet and network directly with senior-level representatives from real estate private equity firms, developers and project sponsors, real estate owners & operators, senior & mezzanine lenders, institutional investors and family offices, asset managers and allocators, attorneys and accountants.

Key Topics Covered

  • Emerging trends and the key areas of focus for overseas investors - target markets, leverage and asset class selection
  • An overview of the policy landscape and the most effective ways to navigate changing tax reform
  • Practical deal structuring strategies and fees and fund structuring to maximize long term yield for foreign investors
  • Navigating updates in corporate law, liability protection, privacy and tax planning
  • Real estate funding models: how to select the most effective fundraising model and sources of foreign capital
  • The borrower’s perspective on sourcing finance – opportunities, challenges and lessons learned

Network With Leading

  • Real estate developers & private equity firms
  • Real estate investors & REITs
  • Senior & mezzanine lenders
  • Real Estate Developers & Project Sponsors
  • Real Estate Owners & Operators
  • Institutional Investors & Family Offices
  • Asset Managers 
  • Attorneys & Accountants

Speakers

Peter J. Auerbach

Peter J. Auerbach

Founder & CEO

AUERBACH FUNDS

Peter Auerbach, Founder, and CEO, has personally overseen the acquisition of over $950 million of real estate

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Diego Hodara

Diego Hodara

Founder & CEO

TITANIUM REALTY GROUP LLC

DIEGO HODARA is the founder and CEO of Titanium Realty Group, a real estate investment and development company

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Kurt Carlton

Kurt Carlton

CTO

SHERMAN BRIDGE LENDING

Kurt Carlton is the CTO of Sherman Bridge Lending, a finance company designed to fulfill the needs of borrowers

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Paul Dailey

Paul Dailey

Partner

CITRIN COOPERMAN

Paul Dailey, a partner and leader of the firm's federal tax policy team, brings more than 35 years of experience

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WORKSHOP A:

TRENDS & OPPORTUNITIES IN CROSS-BORDER REAL ESTATE INVESTMENT

Tuesday March 6, 2018 | 9:30 am to 11:30 am

This interactive workshop will assess emerging trends and the key areas of focus for overseas investors - target markets, leverage and asset class selection. It will also review the policy landscape and address the most effective ways to navigate changing tax reform.
Topics to be addressed include:

  • Assessing the policy horizon – that does the future hold for international investors looking to invest from a policy reform perspective?
  • The impact of tax reform on US real estate investment - can we expect increasing tax system complexity?
  • The status of FIRPTA regulation and an overview of incentives to repatriate profits held overseas
  • An overview of quantitative easing and the impact of the federal reserve
  • The status of US fiscal policy and the areas of greatest impact the real estate market
  • Risk analysis and mitigation strategies with a focus on cycle maturity, interest rates, peak values and slowing growth
  • Analyzing restrictions on interest deductions – the impact on the after-tax returns of real estate investors
Kurt Carlton

Kurt Carlton

CTO

SHERMAN BRIDGE LENDING

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WORKSHOP B:

TAXATION AND THE IMPACT ON REAL ESTATE

Tuesday March 6, 2018 | 12:30 pm to 2:30 pm

This workshop will delve into the intricacies associated overseas investors and tax planning. It will drill down into the most practical strategies to navigate the complex tax landscape while maximizing long term yield for foreign investors.

  • Overcoming structural complexities
  • Tax relief – will it be favourable for overseas investors?
  • An overview of international tax initiatives and the implications for international investors
  • How will interest deductions impact both the tax burden on foreign investors and optimal deal structures?
  • Fund structuring for international investors
Paul Dailey

Paul Dailey

Partner

CITRIN COOPERMAN

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WORKSHOP C:

INNOVATIVE STRATEGIES TO RAISE FOREIGN CAPITAL

Tuesday March 6, 2018 | 3:00 pm to 5:00 pm

Attend this workshop and learn how to source funding from international investors. You will gain insight in how to select the most effective fundraising model and sources of foreign capital. The session will also take a deep dive into real estate fund models – Selecting who to work with and how much debt to take on. You will also gain invaluable insight into the borrower’s perspective on sourcing finance – opportunities, challenges and lessons learned. Issues to be addressed include:

  • Beyond gateway properties and core properties – key market opportunities
  • Analysis of the main sources of foreign capital
  • Investor-based fundraising – evaluating the options
  • How to position yourself to attract overseas investment capital
  • Strategies to raise capital from multiple sources 
  • Overcoming uncertainties for investors – taxation and regulation
  • Assessing whether rate reductions will make REITs less appealing
  • Current status of BAT
  • Effective approaches to bringing capital in and out efficiently 
  • Foreign investors and real estate crowdfunding – mitigating risk and ensuring credibility
Diego Hodara

Diego Hodara

Founder & CEO

TITANIUM REALTY GROUP LLC

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Peter J. Auerbach

Peter J. Auerbach

Founder & CEO

AUERBACH FUNDS

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Media Partners

  • Register by

    Individual Workshop

    Full Workshop Pass

  • January 31, 2018

    $249

    $599

  • February 10, 2018

    $299

    $699

  • February 20, 2018

    $349

    $799

  • March 6, 2018

    $399

    $899

Terms and Conditions - Payment Policy

  • Payment is due in full at the time of registration and includes lunches, refreshments and detailed conference materials.
  • Your registration will not be confirmed until payment is received and may be subject to cancellation.

iGlobal Forum Cancellation, Postponement and Substitution Policy

  • You may substitute delegates at any time. iGlobal Forum does not provide refunds for cancellations.
  • For cancellations received in writing more than seven (7) days prior to the conference you will receive a 100% credit to be used at another iGlobal Forum conference for up to one year from the date of issuance.
  • For cancellations received seven (7) days or less prior to an event (including day 7), no credit will be issued. In the event that iGlobal Forum cancels an event, delegate payments at the date of cancellation will be credited to a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance.
  • In the event that iGlobal Forum postpones an event, delegate payments at the postponement date will be credited towards the rescheduled date. If the delegate is unable to attend the rescheduled event, the delegate will receive a 100% credit representing payments made towards a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance. No refunds will be available for cancellations or postponements.
  • iGlobal Forum is not responsible for any loss or damage as a result of a substitution, alteration or cancellation/postponement of an event. iGlobal Forum shall assume no liability whatsoever in the event this conference is cancelled, rescheduled or postponed due to a fortuitous event, Act of God, unforeseen occurrence or any other event that renders performance of this conference impracticable or impossible. For purposes of this clause, a fortuitous event shall include, but not be limited to: war, fire, labor strike, extreme weather or other emergency.
  • Please note that speakers and topics were confirmed at the time of publishing, however, circumstances beyond the control of the organizers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. As such, iGlobal Forum reserves the right to alter or modify the advertised speakers and/or topics if necessary. Any substitutions or alterations will be updated on our web page as soon as possible.

Discounts

  • All discounts must require payment at time of registration and before the cut-off date in order to receive any discount.
  • Any discounts offered whether by iGlobal Forum (including team discounts) must also require payment at the time of registration.
  • All discount offers cannot be combined with any other offer
Princeton Club of New York Princeton Club of New York

Princeton Club of New York

15 West 43rd Street

New York , NY

 

212.596.1210

http://www.princetonclub.com/

 

Located in the heart of midtown, the Princeton Club is only steps away from some of the most iconic New York City landmarks, including Grand Central Station, Bryant Park, and Times Square.

 

Guests are welcome to secure accommodations at the Park Lane Hotel, located in the vicinity of the event. To book a reservation via telephone at The Park Lane, please call 866-831-7211 & request that your reservations agent apply the iGlobal Forum Corporate Rate, or visit our personalized weblink  for a 15% discount

Peter J. Auerbach

Peter J. Auerbach

Founder & CEO

AUERBACH FUNDS

Peter Auerbach, Founder, and CEO, has personally overseen the acquisition of over $950 million of real estate assets

View More

Diego Hodara

Diego Hodara

Founder & CEO

TITANIUM REALTY GROUP LLC

DIEGO HODARA is the founder and CEO of Titanium Realty Group, a real estate investment and development company focused

View More

Kurt Carlton

Kurt Carlton

CTO

SHERMAN BRIDGE LENDING

Kurt Carlton is the CTO of Sherman Bridge Lending, a finance company designed to fulfill the needs of borrowers who

View More

Paul Dailey

Paul Dailey

Partner

CITRIN COOPERMAN

Paul Dailey, a partner and leader of the firm's federal tax policy team, brings more than 35 years of experience to his

View More

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