Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.

REAL ESTATE LAW DUMBED DOWN 2018


Real Estate Valuation Basics 101

The ability to determine the valuation of real estate is essential for both buyers and sellers and the professionals surrounding them.

Valuation has both intrinsic and extrinsic elements including location, tenancy, construction, age and numerous other components.  While an investor or owner can engage an expert to process a valuation, every owner or investor should understand the basics in order to assess the assessors. A working knowledge of the fundamental approaches to valuation and the assumptions underlying them is a huge benefit.

Even for those lacking proficiency in financial analysis, this webinar will simplify the process and make it all understandable.

Real Estate Valuation Basics

Due Diligence in Real Estate Deals

So, you entered into a contract to purchase a large commercial real estate asset, put a sizeable earnest money deposit into escrow, and are ready begin your inspections of the property. Now what? What should your priorities be?

Why does one require a survey to properly review title? What happens when an inspection uncovers hazardous substances? Who is responsible for providing the property due diligence documents and what information is customary to request from the Seller? Due diligence is a stage of real estate investment that is ignored at one’s peril.

This webinar provides an excellent overview as well as a checklist for all potential buyers and sellers as well as the professionals representing them.


Basics of Real Estate Syndication

This webinar is important for anyone who seeks investors in real estate or would ever consider investing in real estate.

We have all heard the phrase “OPM” which stands for “Other People’s Money.”  In the context of a real estate investment, what does this mean? A syndication is one of the most tried and true ways to raise money for investing in real estate.

What type of documentation is required to launch a syndication? What role do securities laws play in this process? What are the duties of the syndicator to its investors? What are the benefits and pitfalls of syndication? What other structures may be considered? All parties to a real estate investment would be well advised to listen closely and seek a thorough understanding of the syndication of real estate investments.


Representing the Commercial Tenant

A commercial tenant views a lease negotiation quite differently than does the landlord. As most leases tend to be drafted by the landlord, a tenant must begin an uphill battle to gain as many concessions as possible. This is an arduous task made easier by a full understanding of what are the most important issues for a tenant in a commercial lease transaction.

How does the financial profile of the tenant enter into the picture? Where can a tenant get hurt the most by hidden costs or unforeseen expenses? Why is “leverage” the most important concept to consider in this process? This webinar will help one understand how the tenant, generally the underdog in lease transactions, can turn the tables and become the most powerful player in the leasing game.


Representing the Commercial Landlord

The process of representing a commercial landlord in a lease transaction is multi-faceted. While generation of cash flow is ultimate goal, there are other very important goals.  These include minimizing risk, preserving the asset, enhancing the property and about a multitude of other issues.

This webinar provides powerful ammunition for both landlord reps and tenant reps to have in their arsenal. It focuses on the major concerns of real estate professionals in advising a landlord. When should the landlord insist on the language in the lease, and when should the landlord consider a concession or compromise?  What is the role of the local real estate market in this analysis and why is it so important? After participating in this webinar, one will have a solid grasp of what commercial landlords need and why.