Best Practices for Real Estate Capital Investment: Fundraising, EB-5, and Real Estate Joint Ventures

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About The Conference

iGlobal Forum is pleased to present the upcoming Best Practices for Real Estate Capital Investment: Fundraising, EB-5 and Real Estate Joint Ventures seminar series on October 31st, 2017 in New York City. There are several financing models for real estate private equity firms to explore with developers or project sponsors – whether it be structured fundraising, a real estate join venture or EB-5 financing. The popularity of real estate joint ventures is on the upswing due to a surplus of capital and a shortage of good deals. But caution is being exercised when it comes to both fundraising and joint venture partnering with all parties taking particular care when structuring deals. From an EB-5 perspective, there are considerable opportunities for real estate developers, private equity firms, REITs, investors or service providers to gain from the increasing EB-5 trend. U.S. real estate continues to burgeon due foreign investment as a result of the EB-5 Immigrant Investor program. iGlobal Forum’s Best Practices for Real Estate Capital Investment: Fundraising, EB-5 and Real Estate Joint Ventures seminar series will give you greater insight into critical success factors for fundraising, joint ventures and EB-5 partnering in the current economic and real estate climate. These workshops provide an intimate format that 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

  • Workshop A: Fundraising- Attracting Investment Capital: Learn how to navigate the fundraising landscape and select the most effective fundraising model for your business. The session will also take a deep dive into real estate fund models & provide valuable insight into the borrower’s perspective on sourcing finance – opportunities, challenges and lessons learned.
  • Workshop B: Raising EB-5 Capital for Real Estate 101: This detailed session will provide comprehensive insight into the EB-5 Immigrant Investor program in the context of a real estate project. You’ll hear from a diverse panel of EB-5 experts, who will debrief you on this relatively new layer of the capital stack, the position and potential of your project and a step-be-step guide to what you need to do to meet the required criteria.
  • Workshop C: Anatomy of a Real Estate Joint Venture- Size, Structure & Strategy: 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.

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
  • EB-5 investors & broker/dealers
  • EB-5 service providers

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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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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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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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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Bohdy Hedgcock

Bohdy Hedgcock

Senior Vice President

CLARION PARTNERS

Bohdy Hedgcock is a Senior Vice President and Assistant Portfolio Manager for the Clarion Ventures funds, a series

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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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Rogelio J. Carrasquillo

Rogelio J. Carrasquillo

Member

COZEN O'CONNOR

Rogelio Carrasquillo, a member of Cozen O’Connor’s EB-5 and Corporate practices, represents public and private

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WORKSHOP A:

FUNDRAISING- ATTRACTING INVESTMENT CAPITAL

Tuesday October 31, 2017 | 9:30 am to 11:30 am

Attend this workshop and learn how to navigate the fundraising landscape. You will be equipped with the tools to select the most effective fundraising model for your business. 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:

  • An 18 month forecast of the regulatory landscape - interest rate predictions, protecting against potential uncertainty 
  • Investor-based fundraising – what are the options? Equity, loans and convertible debt
  • How to position yourself to attract investment capital
  • Best practice approaches to raising capital from multiple sources - 
  • The benefits of raising capital from multiple sources
  • the attractiveness of diversification for investors
  • Assessing the variety of real estate funds – open-ended, closed-ended, accessible funds and fund capital structure
  • Understanding tax consequences of your fundraising decisions
  • An overview of the real estate crowdfunding industry: strategies to minimise risk, ensure credibility and effectiveness
  • The benefits of a crowdfunding platform in translating theory into delivery
  • Assessing the JOBS Act: how has it broadened the scope of commercial real estate investing and created new opportunities for market entrants?
Remy Raisner

Remy Raisner

Founder

PROTEUS CAPITAL MANAGEMENT

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WORKSHOP B:

RAISING EB-5 CAPITAL FOR REAL ESTATE 101

Tuesday October 31, 2017 | 12:45 pm to 2:45 pm

This detailed workshop will provide comprehensive insight into the EB-5 Immigrant Investor program in the context of a real estate project. You’ll hear from a diverse panel of EB-5 experts, who will debrief you on this relatively new layer of the capital stack, the position and potential of your project and a step-be-step guide to what you need to do to meet the required criteria.

  • EB-5 capital at a glance – the benefits and pitfalls; what you need to know 
  • Designing an EB-5 project framework - planning, capital security, terms of loan, terms of engagement and investment returns
  • A step-by-step guide to the EB-5 capital process – key stakeholders, project requirements, legal obligations
  • Strategies to raise capital for an EB-5 project – what are investors looking for?
  • Legal considerations and strategies to maintain compliance
  • The future of the EB-5 program under the new administration 
Phil Cohen

Phil Cohen

Founder & President

STRATEGIC ELEMENT INC.

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Abteen Vaziri

Abteen Vaziri

Director, EB-5

GREYSTONE

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Rogelio J. Carrasquillo

Rogelio J. Carrasquillo

Member

COZEN O'CONNOR

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WORKSHOP C:

ANATOMY OF A REAL ESTATE JOINT VENTURE: SIZE, STRUCTURE & STRATEGY

Tuesday October 31, 2017 | 3:00 pm to 5:00 pm

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. This workshop is designed for those new to real estate JVs, or needing a refresher on how these partnerships have changed in recent years. Attendance is limited to allow for optimal interaction and enable deeper connections with the speakers as well as your peers. This highly interactive workshop will focus on:

  • What the advantages/disadvantages of direct deals vs JV’s
  • Difference in capital deployment strategy: club, separate account, programmatic, one offs
  • What makes a good operating/capital partner
  • Discussion on Fees: acquisition/disposition, asset/property management
  • Co-invest and structure to create an alignment of interest
  • Parri Passu vs Senior/Subordinate vs Preferred Equity structures
  • Different promote and hurdle structures: institutional vs private
  • Guarantees as credit support
  • The importance of due diligence, tax structuring and effective corporate governance
  • Exit strategies: duration and what to do if it all goes wrong? 
Peter J. Auerbach

Peter J. Auerbach

Founder & CEO

AUERBACH FUNDS

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David Eyzenberg

David Eyzenberg

President

EYZENBERG & COMPANY

View More

Bohdy Hedgcock

Bohdy Hedgcock

Senior Vice President

CLARION PARTNERS

View More

Sponsors

Media Partners

  • Register by

    Individual Workshop

    Full Workshop Pass

  • October 9, 2017

    $249

    $599

  • October 15, 2017

    $299

    $699

  • October 23, 2017

    $349

    $799

  • October 29, 2017

    $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

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

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

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

Bohdy Hedgcock

Bohdy Hedgcock

Senior Vice President

CLARION PARTNERS

Bohdy Hedgcock is a Senior Vice President and Assistant Portfolio Manager for the Clarion Ventures funds, a series of

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

Rogelio J. Carrasquillo

Rogelio J. Carrasquillo

Member

COZEN O'CONNOR

Rogelio Carrasquillo, a member of Cozen O’Connor’s EB-5 and Corporate practices, represents public and private

View More

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