Real Estate Joint Ventures Dealmakers Meeting

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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 January 10, 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 for Real Estate Independent Sponsors and Capital Providers. 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

  • Independent Sponsor & Capital Provider 1x1 Real Estate Dealmakers Meetings
  • Workshop A: The nuts and bolts of structuring and negotiating real estate joint ventures
  • Workshop B: Contributions and distributions: exploring the economic dynamics of a real estate joint venture
  • Workshop C: Best practice approaches to joint venture exit mechanisms and dispute resolution

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

Randy Norton

Randy Norton

Founding Partner

GREEN MESA CAPITAL

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Jason Barnett

Jason Barnett

Vice Chairman and General Counsel

RXR REALTY

Jason Barnett is one of the founding managing partners of RXR Realty LLC (“RXR” or the “Company”) where he

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Kristi Nootens

Kristi Nootens

Vice President - Real Estate Investments

HQ Capital Real Estate

View More

David Lynn

David Lynn

Founder & President

EVEREST HEALTHCARE PROPERTIES

David Lynn, Ph.D., is the Founder and Chief Executive Officer of Everest Medical Core Properties, building on his

View More

Michele Balfour

Michele Balfour

Principal

JOSS REALTY PARTNERS

Michele Balfour joined JOSS in 2014 as a Principal. She has been involved in approximately $100 million of

View More

David Eyzenberg

David Eyzenberg

President

EYZENBERG & COMPANY

David Eyzenberg is president of Eyzenberg & Company, a NYC-based investment bank delivering best-in-class

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

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

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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Larissa Belova

Larissa Belova

Senior Vice President

THOR EQUITIES

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ONE-ON-ONE NETWORKING SESSION'S

Independent Sponsor & Capital Provider 1x1 Real Estate Dealmakers Meetings

Thursday January 10, 2019 | 9:30 am to 10:30 am

Sector-specific 1x1 networking meetings between senior-level capital providers and independent sponsor executives. 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. We will provide you with a full list of participating capital providers and independent sponsors prior to the event - you will have the chance then to evaluate the potential for future business opportunities and make the most of your time.

WORKSHOP A:

The nuts and bolts of structuring and negotiating real estate joint ventures

Thursday January 10, 2019 | 11:00 am to 12:30 pm

Real estate joint ventures continue to surge in popularity. Whilst the theory of a real estate joint venture seems a win-win for all parties, structuring and negotiating a new joint venture can present challenging hurdles.

This interactive session will provide all the insight investors need to know in order to master the nuts and bolts of successful partnerships. The workshop will explore key topics from the perspective of both the sponsor and the equity investor equipping you with all the tools to develop and execute an effective joint venture strategy.

  • Basic components of a real estate joint venture agreement: from acquisition to ownership, financing, development across all real estate asset classes 
  • Programmatic versus platform joint venture partnering
  • Current and future developments in real estate joint venture terms
  • The fundamental differences and commonalities between programmatic and one off joint venture partnerships
  • Developing a blueprint for a joint venture with multiple stakeholders versus a single investor or specialty business
  • Examining the core infrastructure: decision making and profit distributions, leadership, management and governance
  • Deconstructing the nuts and bolts of a real estate joint venture: from partner selection, to aligning strategies and objectives
  • Best practices in due diligence, tax structuring and corporate governance

 

Randy Norton

Randy Norton

Founding Partner

GREEN MESA CAPITAL

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Larissa Belova

Larissa Belova

Senior Vice President

THOR EQUITIES

View More

Kristi Nootens

Kristi Nootens

Vice President - Real Estate Investments

HQ Capital Real Estate

View More

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

Contributions and distributions: exploring the economic dynamics of a real estate joint venture

Thursday January 10, 2019 | 1:30 pm to 3:00 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:

  • Analysis of the range and terms of capital contributions for all partners
  • Addressing the timeframes for additional capital contribution, the terms of contribution and nondiscretionary items
  • What if additional capital investment is required but the investor’s liability for mandatory capital contributions is capped?
  • How to address a party’s failure to fund additional capital in accordance with its terms
  • Economic structuring of the waterfall: determining percentage interest versus contribution
  • Analysis of the mechanics of distribution provision: “paripassu” versus “pro rata”
  • How to deal with distribution upon a sale or refinancing of the project
  • Determining preferred return and an overview of IRR hurdles
  • Outlining other economic terms
Jason Barnett

Jason Barnett

Vice Chairman and General Counsel

RXR REALTY

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David Lynn

David Lynn

Founder & President

EVEREST HEALTHCARE PROPERTIES

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WORKSHOP C:

Best practice approaches to joint venture exit mechanisms and dispute resolution

Thursday January 10, 2019 | 3:15 pm to 4:45 pm

Whilst Joint ventures offer flexibility in terms of allowing multiple partners to work together on a given project or in a particular business, implementation doesn’t always go according to plan: circumstances can change for either party, the market can present challenging obstacles or quite simply, partners might decide to go their separate ways. This session will guide you through the lowest risk approaches to designing and executing your exit strategy or handling dispute resolution.

  • An overview of the most common joint venture exit mechanisms
  • Insight into structures and their considerations, advantages and disadvantages
  • The pitfalls and limitations of buy/sell agreements – examining more effective strategies
  • An overview and analysis of lender issues
  • Impasse and deadlock – assessing your options
  • Exiting a real estate fund: what are the options and best approaches
  • Analysis of the most common transfer restrictions

 

Michele Balfour

Michele Balfour

Principal

JOSS REALTY PARTNERS

View More

Kurt Carlton

Kurt Carlton

CTO

SHERMAN BRIDGE LENDING

View More

Michael Bernstein

Michael Bernstein

Principal- Acquisitions & Asset Management

ARTEMIS REAL ESTATE PARTNERS

View More

Sponsors

Media Partners

  • Register by

    Individual Workshop

    Full Workshop Pass

    Independent Sponsor& Capital Provider Real Estate 1x1 Dealmakers Meetings

  • November 30, 2018

    $249

    $599

    $199

  • December 10, 2018

    $299

    $699

    $199

  • January 1, 2019

    $349

    $799

    $199

  • January 10, 2019

    $399

    $899

    $199

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.

 

Randy Norton

Randy Norton

Founding Partner

GREEN MESA CAPITAL

View More

Jason Barnett

Jason Barnett

Vice Chairman and General Counsel

RXR REALTY

Jason Barnett is one of the founding managing partners of RXR Realty LLC (“RXR” or the “Company”) where he

View More

Kristi Nootens

Kristi Nootens

Vice President - Real Estate Investments

HQ Capital Real Estate

View More

David Lynn

David Lynn

Founder & President

EVEREST HEALTHCARE PROPERTIES

David Lynn, Ph.D., is the Founder and Chief Executive Officer of Everest Medical Core Properties, building on his

View More

Michele Balfour

Michele Balfour

Principal

JOSS REALTY PARTNERS

Michele Balfour joined JOSS in 2014 as a Principal. She has been involved in approximately $100 million of property

View More

David Eyzenberg

David Eyzenberg

President

EYZENBERG & COMPANY

David Eyzenberg is president of Eyzenberg & Company, a NYC-based investment bank delivering best-in-class debt,

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

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

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

Larissa Belova

Larissa Belova

Senior Vice President

THOR EQUITIES

View More

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