Real Estate Joint Ventures Dealmakers Meeting

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About The Conference

iGlobal Forum is pleased to present the upcoming Real Estate Joint Ventures Dealmakers Meeting, taking place on Wednesday, June 6th, 2018 in New York City. The model of real estate private equity firms doing joint ventures with developers and project sponsors is a time-honored tradition. 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. The popularity of real estate joint ventures is on the upswing due to a surplus of capital and a shortage of good deals. But today’s JVs are different—they’ve been shaped by painful lessons learned during the financial crisis, when many projects were either put on hold or abandoned. iGlobal Forum’s Real Estate Joint Ventures Dealmakers Meeting will give you greater insight into critical success factors for joint ventures in the current economic and real estate climate. These workshops provide an intimate format 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.

Key Topics Covered

  • Workshop A: How to Structure and Negotiate a Joint Venture Real Estate Deal: Joint ventures between project sponsors and financial partners are proving to be the differentiating factor between success and failure in an increasingly pricey and competitive CRE market. This workshop will introduce you to the fundamentals of real estate JVs, highlighting how they have changed since the financial crisis.
  • Workshop B: An A to Z Analysis of Sources of JV Equity: This workshop will explore the range of equity providers and the most appropriate options for joint ventures. It will drill down into the opportunities and challenges for each group.         
  • Workshop C: Best Practice Approaches to Joint Venture Exit Strategies: While joint ventures offer flexibility in terms of allowing multiple partners to work together on a given project or in a particular business, challenges arise when one or more parties may want to leave the company at the end of the venture. This session will guide you through the lowest risk approaches to designing and executing your exit strategy.

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

Michael Bernstein

Michael Bernstein

Principal- Acquisitions & Asset Management

ARTEMIS REAL ESTATE PARTNERS

Mr. Bernstein is a Principal and sits on the firm's Investment Committee. Mr. Bernstein is responsible for

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G. Benjamin Bingham

G. Benjamin Bingham

CEO & Founder

3 SISTERS SUSTAINABLE MANAGEMENT

G. Benjamin Bingham CFP™ is the author of Making Money Matter…Impact Investing to Change the World. He is also

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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

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

View More

Malte Stoeckhert

Malte Stoeckhert

Managing Director - Real Estate

CAMBRIDGE WILKINSON

Mr. Stoeckhert has 25 years of commercial real estate finance experience including CRE in North America (since

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

View More

Andy Charles

Andy Charles

Partner

KRAMER LEVIN NAFTALIS & FRANKEL LLP

Andrew Charles has extensive experience in all aspects of commercial real estate law, including partnerships and

View More

Travis Feehan

Travis Feehan

Principal

NORMANDY REAL ESTATE PARTNERS

Mr. Feehan is a Principal of Normandy and head of capital markets, responsible for overseeing Normandy’s debt

View More

Donal Warde

Donal Warde

Vice President - Portfolio Management

HQ Capital Real Estate L.P.

Donal Warde is Vice President of Real Estate Portfolio Management at HQ Capital Real Estate, the real estate

View More

Gary Rufrano

Gary Rufrano

Managing Director, Senior Acquisitions Officer

CLARION PARTNERS

Gary E. Rufrano, equity owner and Managing Director, is a member of the Acquisitions Group at Clarion Partners. He

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David Eyzenberg

David Eyzenberg

President

EYZENBERG & COMPANY

David Eyzenberg is President of Eyzenberg& Company, a NYC-based real estate investment bank with core

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Adam Firsel

Adam Firsel

Managing Principal

CORE ACQUISITIONS LLC

Adam Firsel is the founder and managing principal of Core Acquisitions. Adam started Core with the intention of

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WORKSHOP A:

HOW TO STRUCTURE AND NEGOTIATE A JOINT VENTURE REAL ESTATE DEAL

Wednesday June 6, 2018 | 9:30 am to 11:30 am

Joint ventures between project sponsors and financial partners are proving to be the differentiating factor between success and failure in an increasingly pricey and competitive CRE market. This workshop will introduce you to the fundamentals of real estate JVs, highlighting how they have changed since the financial crisis. It will also bring the joint venture conversation to life by simulating a JV rollout, utilizing role-playing in a case study exercise to discuss:

  • Advantages of a well-structured JV: flexibility, capital allocation and shareholder value creation for both REITs and corporations
  • Opportunities for domestic and international institutional real estate buyers
  • Developing a blueprint for a joint venture with multiple stakeholders versus a single investor or specialty business
  • Decision making and profit distributions, leadership, management and governance
  • Examining the nuts and bolts of a real estate joint venture: from acquisition to ownership, financing, development across all real estate asset classes 
  • Partner selection – defining criteria and aligning strategies and objectives
  • Identifying and allocating obligations, risks and responsibilities across stakeholders
  • Advice in aligning the joint venture with your corporate infrastructure
  • Best practices in due diligence, tax structuring and corporate governance
  • Resolution management and effective exit strategies
Adam Firsel

Adam Firsel

Managing Principal

CORE ACQUISITIONS LLC

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Diego Hodara

Diego Hodara

Founder & CEO

TITANIUM REALTY GROUP LLC

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Andy Charles

Andy Charles

Partner

KRAMER LEVIN NAFTALIS & FRANKEL LLP

View More

David Eyzenberg

David Eyzenberg

President

EYZENBERG & COMPANY

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WORKSHOP B:

AN A TO Z ANALYSIS OF SOURCES OF JV EQUITY

Wednesday June 6, 2018 | 12:30 pm to 2:30 pm

This workshop will explore the range of equity providers and the most appropriate options for joint ventures. It will drill down into the opportunities and challenges for each group. It will also look at:

  • Identifying different types of equity providers; Insurance Companies, Pension Funds, Endowments, Sovereign Wealth Funds, REITs, Family Offices, Merchant Banks, Real Estate Funds, Private Equity Funds, Hedge Funds. Crowdfunding Platforms, EB-5, Regional Centers, Corporate Trade
  • Focus and appetite of the different groups
  • Special considerations to take into account for structuring per each group
  • Difference in promote, preference and risk for different groups
  • Outlook for capital flows from each source of equity
Malte Stoeckhert

Malte Stoeckhert

Managing Director - Real Estate

CAMBRIDGE WILKINSON

View More

Peter J. Auerbach

Peter J. Auerbach

Founder & CEO

AUERBACH FUNDS

View More

G. Benjamin Bingham

G. Benjamin Bingham

CEO & Founder

3 SISTERS SUSTAINABLE MANAGEMENT

View More

Donal Warde

Donal Warde

Vice President - Portfolio Management

HQ Capital Real Estate L.P.

View More

WORKSHOP C:

BEST PRACTICE APPROACHES TO JOINT VENTURE EXIT STRATEGIES

Wednesday June 6, 2018 | 2:45 pm to 4:45 pm

While joint ventures offer flexibility in terms of allowing multiple partners to work together on a given project or in a particular business, challenges arise when one or more parties may want to leave the company at the end of the venture. The exit strategy you choose depends on company growth, the partners' financial situations and current industry conditions. This session will guide you through the lowest risk approaches to designing and executing your exit strategy.

  • Designing your exit strategy
  • The pitfalls and limitations of buy/sell agreements – examining more effective strategies
  • A guide to forced sales
  • An overview and analysis of lender issues
  • Impasse and deadlock – assessing your option
  • Exiting a real estate fund
  • Transfer restrictions
Gary Rufrano

Gary Rufrano

Managing Director, Senior Acquisitions Officer

CLARION PARTNERS

View More

Michael Bernstein

Michael Bernstein

Principal- Acquisitions & Asset Management

ARTEMIS REAL ESTATE PARTNERS

View More

Travis Feehan

Travis Feehan

Principal

NORMANDY REAL ESTATE PARTNERS

View More

Sponsors

Media Partners

  • Register by

    Individual Workshop

    Full Workshop Pass

  • March 31, 2018

    $249

    $599

  • April 30, 2018

    $299

    $699

  • May 15, 2018

    $349

    $799

  • June 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
Eventi Hotel Eventi Hotel

Eventi Hotel

851 Avenue of the Americas

New York, NY

 

(212) 564-4567

http://www.eventihotel.com

 

iGlobal Forum is pleased to be hosting the upcoming Summit at the Eventi Hotel in New York City.  Located near world-renowned art galleries and vibrant nightlife, Eventi is conveniently located within  walking distance of Penn Station, Madison Square Garden, the Empire State Building, and entertainment venues.

 

 

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.

Michael Bernstein

Michael Bernstein

Principal- Acquisitions & Asset Management

ARTEMIS REAL ESTATE PARTNERS

Mr. Bernstein is a Principal and sits on the firm's Investment Committee. Mr. Bernstein is responsible for developing

View More

G. Benjamin Bingham

G. Benjamin Bingham

CEO & Founder

3 SISTERS SUSTAINABLE MANAGEMENT

G. Benjamin Bingham CFP™ is the author of Making Money Matter…Impact Investing to Change the World. He is also the

View More

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

Malte Stoeckhert

Malte Stoeckhert

Managing Director - Real Estate

CAMBRIDGE WILKINSON

Mr. Stoeckhert has 25 years of commercial real estate finance experience including CRE in North America (since 1997)

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

Andy Charles

Andy Charles

Partner

KRAMER LEVIN NAFTALIS & FRANKEL LLP

Andrew Charles has extensive experience in all aspects of commercial real estate law, including partnerships and joint

View More

Travis Feehan

Travis Feehan

Principal

NORMANDY REAL ESTATE PARTNERS

Mr. Feehan is a Principal of Normandy and head of capital markets, responsible for overseeing Normandy’s debt and

View More

Donal Warde

Donal Warde

Vice President - Portfolio Management

HQ Capital Real Estate L.P.

Donal Warde is Vice President of Real Estate Portfolio Management at HQ Capital Real Estate, the real estate division

View More

Gary Rufrano

Gary Rufrano

Managing Director, Senior Acquisitions Officer

CLARION PARTNERS

Gary E. Rufrano, equity owner and Managing Director, is a member of the Acquisitions Group at Clarion Partners. He

View More

David Eyzenberg

David Eyzenberg

President

EYZENBERG & COMPANY

David Eyzenberg is President of Eyzenberg& Company, a NYC-based real estate investment bank with core competencies

View More

Adam Firsel

Adam Firsel

Managing Principal

CORE ACQUISITIONS LLC

Adam Firsel is the founder and managing principal of Core Acquisitions. Adam started Core with the intention of

View More

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