Raising Foreign Capital for U.S. Real Estate

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About The Conference

As geopolitical concerns develop and spread volatility around the globe, US real estate is becoming an increasingly attractive asset class for international investors. iGlobal Forum is pleased to announce our upcoming seminar, Raising Foreign Capital for US Real Estate, taking place in New York on November 16th, 2016, bringing together foreign investors and US asset managers and developers looking to raise capital and discuss available investment opportunities. Foreign direct investment has skyrocketed over the last several years, with the expectation that outside investment will double once again by 2020. These unmatched numbers of investments coming into the US from all over the world are pushing constant shifts in regulations, requiring both sides to keep up with compliance in FIRPTA and EB-5. International REIT investments are now becoming profitable through new tax exemptions, and as these investment types become available, asset managers have more options to attract foreign investors to their projects and find returns. This event will provide an intimate discussion and networking-focused environment, bringing together senior level representatives from: international pension funds, foreign HNWIs, asset managers, private equity firms, REITs, regional centers, real estate developers, government agencies, law firms, and EB-5 consultants and agents.

Key Topics Covered

  • Seminar A: Regulatory Updates and Types of Foreign Direct Investment
    • -Overview of the impact of FIRPTA and overseas regulations
    • -A look at international geopolitical concerns impacting foreign investment opportunities within the US
    • -The long term impact and sustainability of this increase of foreign investment
  • Seminar B: Understanding the International Investor Perspective
    • -Target markets, geographies, and investment types overseas investors are looking for
    • -Finding an investment partner and building these relationships
    • -Expected market shifts and volatility in 2017
  • Seminar C: Strategies for the Unique Challenge of EB-5 Funding
    • -Utilizing EB-5 capital for your own project
    • -Fee structures, flexibilities, and complexities of EB-5 capital
    • -The future of foreign capital affordability, and the political outlook on EB-5

Network With Leading

  • International Investors
  • Institutional Asset Managers
  • Real Estate Private Equity Firms
  • REITs
  • Regional Centers
  • Real Estate Developers
  • Government Agencies
  • Law Firms and Accounting Firms
  • Software Developers
  • EB-5 Consultants and Agents

Speakers

Phil Cohen

Phil Cohen

Founder & President

STRATEGIC ELEMENT INC.

Phil Cohen is the founder and president of Strategic Element. Phil has a long history of developing businesses,

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Abteen Vaziri

Abteen Vaziri

Director, EB-5

GREYSTONE

AbteenVaziri is a Director at Greystone EB-5 Holdings, where he helps to raise EB-5 funds for projects across the

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Adam Greene

Adam Greene

President

LIVE IN AMERICA

Mr. Greene is President of Live in America, which owns 23 EB-5 regional centers, and has sponsored more than a

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Remy Raisner

Remy Raisner

Founder

PROTEUS CAPITAL MANAGEMENT

Mr. Raisner is the Founder and CEO of Proteus Capital Management, a private real estate investment firm

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Kamil Homsi

Kamil Homsi

President

GLOBAL REALTY CAPITAL

Kamil Homsi, is President at Global Realty Capital LLC, a Dubai single family office's focusing on global

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Jacky Teplitzky

Jacky Teplitzky

Licensed Associate Real Estate Broker

DOUGLAS ELLIMAN REAL ESTATE

Born in Santiago, Chile and raised in Israel, where she served as a sergeant in the Israeli army, Jacky emerged

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Wendy Craft

Wendy Craft

Chief Operating Officer

FAVARA, LLC

Wendy currently holds the position of Chief Operating Officer of Favara, LLC, a family office focused on real

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Nadia Di Carlo

Nadia Di Carlo

President

CENTRAL MANAGEMENT

Nadia Di Carlo is the President of Central Management a Boston based real estate investment, management and

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WORKSHOP A:

CAPITAL RAISING STRATEGIES AND THE LONG TERM REGULATORY IMPACT OF FOREIGN DIRECT INVESTMENT

Wednesday November 16, 2016 | 9:30 am to 11:30 am

This workshop will provide you with an introduction into different types of capital raises with overseas investors and break down compliance requirements brought on through new regulatory developments both domestically and internationally. Here we will cover:

  • Overview of new regulatory changes impacting foreign direct investment (FDI) in US real estate
  • Understanding the new developments in FIRPTA
    • Focus on: tax exemptions on REIT investments, withholding rate increase, regulations on foreign pension funds, and defining a “domestically controlled” investment
  • A look at current geopolitical issues and the push for foreign investors into US real estate
  • International volatility caused by Brexit and its connection to US real estate values
  • The sustainability of the expected continued boom in foreign investment, and adjustments that need to be made to handle this growth
  • Balancing the impact of foreign investment on local economies, and exploring where we are in the cycle comparatively to prior years
  • Exploring the potential future of FDI given internal politics and the outcome of the tumultuous presidential election
  • Compliance requirements outside of the US that impact foreign capital flows to US real estate

You will leave this session with an understanding of new strategies to be implemented for utilizing these regulatory developments to bring in new capital and the long term impact these investments will have on real estate and the economy. Here you will make new connections with experts throughout the industry, and ideas for how to expand your own internal business structures.

Kamil Homsi

Kamil Homsi

President

GLOBAL REALTY CAPITAL

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Wendy Craft

Wendy Craft

Chief Operating Officer

FAVARA, LLC

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WORKSHOP B:

UNDERSTANDING THE INVESTOR PERSPECTIVE: IDEAL INVESTMENT TYPES, MARKETS & STRATEGIES

Wednesday November 16, 2016 | 12:45 pm to 2:45 pm

This workshop is designed to give US asset managers and developers an inside look into the mind of foreign investors. Here we will explore which geographies and asset classes are most attractive to investors outside of the US and expectations on returns and fee structures. We will cover:

  • Understanding which countries are investing in the US and expectations on returns – comparing the needs of Chinese investors vs. the recent influx from Latin America
  • Cultural differences in each of these areas affecting business relationships inside of the US
  • How investors are choosing their investment sector, partner, and regional center
  • Geographies and asset classes international investors have focused on over the last year, and what to expect for positive returns in 2017
  • Opportunities across investment types and structures – focus on: separate accounts, direct investments, closed-end vs. open-end funds
  • Underwriting criteria investors use for choosing their investment: total return vs. income
  • Discover if there is a potential shift from class A to class B properties, and if the focus will move from commercial to residential real estate
  • Potential opportunities in niche sectors and the new interest in student housing vs. luxury housing
  • The potential for volatility in US commercial real estate in 2017 and pricing expectations

You will leave this session with a new understanding for what overseas investors are looking for, investment types and strategies available, and invaluable contacts for potential future business endeavors as we bring together all sides of the investment process.

Remy Raisner

Remy Raisner

Founder

PROTEUS CAPITAL MANAGEMENT

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Jacky Teplitzky

Jacky Teplitzky

Licensed Associate Real Estate Broker

DOUGLAS ELLIMAN REAL ESTATE

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Nadia Di Carlo

Nadia Di Carlo

President

CENTRAL MANAGEMENT

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WORKSHOP C:

UNDERSTANDING & UTILIZING THE PROCESSES AND STRATEGIES WITH EB-5 CAPITAL

Wednesday November 16, 2016 | 3:00 pm to 4:30 pm

This workshop will give you a step-by-step look into the unique and complex process of EB-5 funding and provide you with the background necessary to implement this type of capital raising for your own projects. We will take a look at:

  • The process and steps for raising capital under the EB-5 program
  • Capital planning and investment structure
  • Understanding the real cost of EB-5 and the fee structures associated with the program
  • Finding an affordable regional center, and the pros and cons of creating your own
  • Connecting with investors and building relationships in a crowded marketplace
  • Challenges for new developers looking to attract foreign capital, and the added complexities of EB-5 comparatively to non EB-5 investments
  • The long term impacts of fraud allegations within the EB-5 program and processes for remaining compliant within your own structure
  • Recent program changes and those under discussion to affect the future of the program
  • Controversy over backlog of investors in China and minors acting as EB-5 applicants
  • Guidelines put in place by the SEC and future regulations on EB-5 funding

This in-depth discussion on the EB-5 processes will give you a full understanding of this form of funding and the best practices on how to apply it to your own business model. We will bring together leaders in the industry to give you both an inside look at this strategy and new contacts for your next project.

Phil Cohen

Phil Cohen

Founder & President

STRATEGIC ELEMENT INC.

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Adam Greene

Adam Greene

President

LIVE IN AMERICA

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Abteen Vaziri

Abteen Vaziri

Director, EB-5

GREYSTONE

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Media Partners

  • Register by

    Individual Workshop

    Full Workshop Pass

  • September 15, 2016

    $249

    $599

  • October 5, 2016

    $299

    $699

  • October 31, 2016

    $349

    $799

  • November 16, 2016

    $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
The Waldorf Astoria The Waldorf Astoria

The Waldorf Astoria

301 Park Avenue

New York, NY

 

(212) 355-3000

http://www.waldorfnewyork.com

 

iGlobal Forum is pleased to be hosting the upcoming Summit at the world-renowned Waldorf Astoria in New York.  The Waldorf stands as a unique dining destination, with four distinctive restaurants, three lounges, and of course, 24-hour room service.  Hotel guests are encouraged to explore the hotel, a New York City landmark, considered an extraordinary living Art Deco museum.

 

To secure a reservation under the event room block, please call 1-877-GroupWA and mention the code GLO to receive the special rate. Please note that the deadline for all reservations is November 1st, 2016.

Phil Cohen

Phil Cohen

Founder & President

STRATEGIC ELEMENT INC.

Phil Cohen is the founder and president of Strategic Element. Phil has a long history of developing businesses,

View More

Abteen Vaziri

Abteen Vaziri

Director, EB-5

GREYSTONE

AbteenVaziri is a Director at Greystone EB-5 Holdings, where he helps to raise EB-5 funds for projects across the US.

View More

Adam Greene

Adam Greene

President

LIVE IN AMERICA

Mr. Greene is President of Live in America, which owns 23 EB-5 regional centers, and has sponsored more than a dozen

View More

Remy Raisner

Remy Raisner

Founder

PROTEUS CAPITAL MANAGEMENT

Mr. Raisner is the Founder and CEO of Proteus Capital Management, a private real estate investment firm headquartered

View More

Kamil Homsi

Kamil Homsi

President

GLOBAL REALTY CAPITAL

Kamil Homsi, is President at Global Realty Capital LLC, a Dubai single family office's focusing on global acquisition

View More

Jacky Teplitzky

Jacky Teplitzky

Licensed Associate Real Estate Broker

DOUGLAS ELLIMAN REAL ESTATE

Born in Santiago, Chile and raised in Israel, where she served as a sergeant in the Israeli army, Jacky emerged from

View More

Wendy Craft

Wendy Craft

Chief Operating Officer

FAVARA, LLC

Wendy currently holds the position of Chief Operating Officer of Favara, LLC, a family office focused on real estate

View More

Nadia Di Carlo

Nadia Di Carlo

President

CENTRAL MANAGEMENT

Nadia Di Carlo is the President of Central Management a Boston based real estate investment, management and development

View More

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