Real Estate Joint Ventures Dealmakers Meeting

June 12th, 2019 | New York

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About The Conference

Back by popular demand! iGlobal Forum is pleased to present the upcoming Real Estate Joint Ventures Dealmakers Meeting returning on June 12th, 2019 in New York City as a follow up in the successful workshop series. Real estate joint ventures differ vastly in structure, goals and purpose. However, despite varying market conditions, real estate joint venture partnering between developers and project sponsors continues to grow in popularity. Private equity firms rely on sponsors, with their deep knowledge of markets and sectors, to help populate their funds with deals. Likewise, sponsors count on private equity firms and other financial partners to fund their projects and help bring them to life. 

iGlobal Forum’s Real Estate Joint Ventures Dealmakers Meeting will give you greater insight into the fundaments of successful real estate joint venture partnering in 2019. The workshop sessions are deliberately interactive to provide a platform that is conducive to learning, sharing experiences, and finding potential 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.

We are pleased to also present a new feature in the program featuring 1x1 meetings. This exclusive new format will consist of high-level, sector-specific 1x1 networking meetings between senior-level capital providers and independent sponsor executives specializing in the real estate sector. These meetings will be dedicated to developing partnerships unique to your business model and will provide you with the opportunity to meet exclusively with those independent sponsors or capital providers specializing in investments in the same sector and market as you are.

Key Topics Covered

  • Real estate joint ventures – an A to Z guide to legal and tax frameworks
  • Best practice approaches to drafting a real estate joint venture strategy
  • Real estate joint venture financing: An A to Z guide

 

Network With Leading

  • Real Estate Private Equity Firms
  • Real Estate Developers & Project Sponsors
  • Real Estate Owners & Operators
  • Senior & Mezzanine Lenders
  • Institutional Investors & Family Offices
  • Asset Managers 
  • Attorneys & Accountants

Speakers

Margaret Grossman

Margaret Grossman

Chief Operating Officer and General Counsel

SUGAR HILL CAPITAL PARTNERS

Margaret Grossman recently stepped into an expanded role at Sugar Hill Capital Partners as Chief Operating Officer

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Gregory Breskin

Gregory Breskin

Acquisitions/Originations

TORCHLIGHT INVESTORS

Gregory Breskin is a Senior Vice President in the Acquisition/Originations group with Torchlight Investors.

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Kyle Turner

Kyle Turner

Vice President- Director of Investments

EQUUS CAPITAL PARTNERS, LTD.

Mr. Turner is currently Vice President, Director of Investments for Equus. In his current role, Mr. Turner is

View More

Rob Bolandian

Rob Bolandian

Partner, Global Head of Investment Banking

CAMBRIDGE WILKINSON

Mr. Bolandian has 25 years of investment management experience across a broad range of asset classes, including

View More

Gil Tenzer

Gil Tenzer

Director of Real Estate & Founding Member

CONTRARIAN CAPITAL MANAGEMENT, LLC

Mr. Tenzer is the Director or Real Estate and a founding member of Contrarian, an institutional money management

View More

Kenny Moon

Kenny Moon

Director – Investments

ALMANAC REALTY INVESTORS

Kenny K. Moon. Mr. Moon is a Director with Almanac Realty Investors, a leading provider of growth capital to

View More

Thomas Maira

Thomas Maira

Partner

DLA PIPER

Thomas Maira advises Real Estate private equity groups, sponsors, operators, investors, sellers, buyers,

View More

Douglas P. Harmon

Douglas P. Harmon

Managing Director

ARDEN CREDIT FUND

Doug joined Arden in 2016 to run newly created credit fund. Previously, Doug was an Executive Vice President with

View More

David M. Ledy

David M. Ledy

Partner & COO

US REALTY ADVISORS, LLC

U. S. Realty Advisors, LLC - Chief Operating Officer and Partner Mr. Ledy is the Chief Operating Officer of U.S.

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One on One Networking Sessions

1X1 DEALMAKERS MEETINGS

Wednesday June 12, 2019 | 9:30 am to 10:30 am

Join us for a series of 1x1 networking meetings! This exclusive element of the program will feature concise and focused face-to-face meetings, where attendees will connect and evaluate the potential for mutual business endeavors. Information about other participants’ business plans and objectives will be available, enabling you to meet with the people whose interests are most closely aligned with your own. The 1-on-1 meetings will allow you to establish relevant new contacts and generate fresh business opportunities.

Workshop A

Real estate joint ventures – an A to Z guide to legal and tax frameworks 

Wednesday June 12, 2019 | 10:45 am to 12:30 pm

This in-depth workshop will explore the tax issues and associated compliance requirements to ensure full preparedness and avoidance of pitfalls associated with entering into a real estate joint venture. The workshop will present best practices for structuring provisions that reflect effective tax compliance and planning. Issues to be addressed include:

  • What are the unique tax issues associated with real estate joint ventures?
  • An overview of the common pitfalls and how best to avoid them from the outset when drafting your agreement
  • Best practices in due diligence, tax structuring and corporate governance
  • An overview of federal versus state tax requirements
  • Approaches to considering tax benefits, pitfalls and considerations in real estate joint ventures and partnerships
  • Protecting the economic advantage of all key stakeholders and formers of the entity
  • Tax considerations in real estate joint ventures – a guide: cash capital contributions, liabilities, disguised sales and additional capital contributions
  • An overview of allocations and contributions
  • Foreign tax considerations – the challenge of cross-border transactions
Gil Tenzer

Gil Tenzer

Director of Real Estate & Founding Member

CONTRARIAN CAPITAL MANAGEMENT, LLC

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Thomas Maira

Thomas Maira

Partner

DLA PIPER

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Workshop B

Best practice approaches to drafting a real estate joint venture strategy

Wednesday June 12, 2019 | 1:30 pm to 3:00 pm

This interactive session will drill down on the most effective approaches to drafting a real estate joint venture strategy from the perspective of both the sponsor and the equity investor. It will explore topics such as developing your entry and exit strategies, disposition and incorporating into your strategy, financing and restructuring of debt. The workshop will delve into topics such as:

  • Identifying key requirements for an entry strategy for potential investors and how to effectively structure investment instruments
  • Developing a blueprint for a joint venture with multiple stakeholders versus a single investor or specialty business – top priorities
  • Setting up limited liability companies and partnerships: management, approval rights and control
  • Drafting and reviewing joint venture agreements: ensuring legal and tax due diligence
  • Examining the core infrastructure: decision making and profit distributions, leadership, management and governance
  • Management rights, guaranty obligations, dispute resolutions and transfer restrictions
  • Strategies to bridge communication gaps between multiple stakeholders
  • Negotiating contract structures built around specific incentives to drive all parties to succeed
  • Additional requirements and considerations – what else do you need to plan for?
Kyle Turner

Kyle Turner

Vice President- Director of Investments

EQUUS CAPITAL PARTNERS, LTD.

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David M. Ledy

David M. Ledy

Partner & COO

US REALTY ADVISORS, LLC

View More

Margaret Grossman

Margaret Grossman

Chief Operating Officer and General Counsel

SUGAR HILL CAPITAL PARTNERS

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Workshop C

Real estate joint venture financing: An A to Z guide

Wednesday June 12, 2019 | 3:15 pm to 4:45 pm

This workshop will drill down on the financial anatomy of real estate joint venture funding: It will look at areas such as:

  • Evaluating the sources and providers of joint venture financing
  • Analysis of funding vehicles - from senior and subordinated project and entity-level debt, construction loans, acquisition and development loans, mezzanine financing and shared appreciation loans
  • Evaluating the range of hybrid debt/equity instruments
  • Immediate private investor lending options with short time frames: Debtor in Possession (DIP) loans, mini-perms, rehab loans, bridge loans, quick closing loans for acquisitions and discounted payoff (DPO) scenarios
  • Managing a party’s failure to fund additional capital in accordance with its terms
  • Economic structuring of the waterfall: determining percentage interest versus contribution
  • Determining preferred return and an overview of IRR hurdles • Outlining other economic terms
Rob Bolandian

Rob Bolandian

Partner, Global Head of Investment Banking

CAMBRIDGE WILKINSON

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Gregory Breskin

Gregory Breskin

Acquisitions/Originations

TORCHLIGHT INVESTORS

View More

Kenny Moon

Kenny Moon

Director – Investments

ALMANAC REALTY INVESTORS

View More

Douglas P. Harmon

Douglas P. Harmon

Managing Director

ARDEN CREDIT FUND

View More

Sponsors

Media Partners

  • Register by

    Individual Workshop

    Full Workshop Pass

    1x1 Networking Meetings

    Vendor pricing

  • May 5, 2019

    $249

    $599

    $199

    $2,499

  • May 15, 2019

    $299

    $699

    $199

    $2,499

  • June 1, 2019

    $349

    $799

    $199

    $2,499

  • June 12, 2019

    $399

    $899

    $199

    $2,499

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
Hotel Plaza Athenee Hotel Plaza Athenee

Hotel Plaza Athenee

37 East 64 Street

New York , NY

 

(212) 734-9100

https://www.plaza-athenee.com/

 

Located on tree lined East 64th Street between Park and Madison Avenue, the Hôtel Plaza Athénée is surrounded by the city’s most distinguished designer boutiques and world-renowned museums. Hôtel Plaza Athénée is just steps from Central Park and within walking distance of the Metropolitan Museum of Art, the Guggenheim, Frick and the Museum of Modern Art (MOMA).

For discounted sleeping room rates and to be placed under iGlobal Forum’s room block, please contact us at info@iglobalforum.com.

 

Margaret Grossman

Margaret Grossman

Chief Operating Officer and General Counsel

SUGAR HILL CAPITAL PARTNERS

Margaret Grossman recently stepped into an expanded role at Sugar Hill Capital Partners as Chief Operating Officer and

View More

Gregory Breskin

Gregory Breskin

Acquisitions/Originations

TORCHLIGHT INVESTORS

Gregory Breskin is a Senior Vice President in the Acquisition/Originations group with Torchlight Investors. Torchlight

View More

Kyle Turner

Kyle Turner

Vice President- Director of Investments

EQUUS CAPITAL PARTNERS, LTD.

Mr. Turner is currently Vice President, Director of Investments for Equus. In his current role, Mr. Turner is

View More

Rob Bolandian

Rob Bolandian

Partner, Global Head of Investment Banking

CAMBRIDGE WILKINSON

Mr. Bolandian has 25 years of investment management experience across a broad range of asset classes, including private

View More

Gil Tenzer

Gil Tenzer

Director of Real Estate & Founding Member

CONTRARIAN CAPITAL MANAGEMENT, LLC

Mr. Tenzer is the Director or Real Estate and a founding member of Contrarian, an institutional money management firm

View More

Kenny Moon

Kenny Moon

Director – Investments

ALMANAC REALTY INVESTORS

Kenny K. Moon. Mr. Moon is a Director with Almanac Realty Investors, a leading provider of growth capital to public and

View More

Thomas Maira

Thomas Maira

Partner

DLA PIPER

Thomas Maira advises Real Estate private equity groups, sponsors, operators, investors, sellers, buyers, developers,

View More

Douglas P. Harmon

Douglas P. Harmon

Managing Director

ARDEN CREDIT FUND

Doug joined Arden in 2016 to run newly created credit fund. Previously, Doug was an Executive Vice President with A10

View More

David M. Ledy

David M. Ledy

Partner & COO

US REALTY ADVISORS, LLC

U. S. Realty Advisors, LLC - Chief Operating Officer and Partner Mr. Ledy is the Chief Operating Officer of U.S. Realty

View More

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