|
|
|
Madison, WI |
Bloomington, MN | Nashville, TN | Chicago, IL |
|
Milwaukee, WI |
Dallas, TX | Cleveland, OH | St. Louis, MO |
|
|
St. Louis 1031 Exchange &
Tax Strategies Summit
Tuesday, November 13, 2007 ~ 8am - noon
Crowne Plaza St. Louis - Clayton, 7750 Carondelet Ave., Clayton, MO |
 |
 |
|
1031 Exchange Techniques for the Average to the Sophisticated
Investor ~ 1) What is a 1031 exchange, 2) 1031 exchange rules &
timelines, 3) What are my 1031 exchange investment options & what is
"like kind" property, 4) Personal property exchange, 5) Related party
exchanges 6) Reverse exchanges and/or parking arrangements, 7) 1033
exchanges: casualty loss and condemnation & 8) Historical data and dates
in creating this powerful tool - 1031 exchanges |
|
|
|
TIC as a 1031 Exchange Tool ~ 1)
The evolution of the TIC market, 2) How do you analyze a TIC deal: good
vs. bad, 3) What is the potential for development in a secondary market,
4) Advantages and drawbacks of buying TIC investments as either real
property or as a security, 5) How are TIC investments evolving to meet
the demands of the marketplace, 6) Delaware statutory trust's: what are
the advantages and drawbacks vs. traditional TIC investments & 7) What
is in store for the TIC market in the next 5-10 years |
|
|
|
Defining Oil & Gas Royalties as a 1031
Investment Solution Outstanding ~ 1) What is a royalty, 2) History
of royalties and how the market developed, 3) How long have royalties
been around & who is offering them, 4) How do oil and gas royalties
compare and contrast to traditional TIC investments, 5) Oil and Gas exit
strategies, 6) Supply and Demand of energy royalties & 7) Future of oil
and gas royalty investments |
|
|
|
Legal Considerations & Challenges for
1031 Exchanges ~ 1) Drafting the transaction for a 1031 exchange, 2)
Partnerships & vesting issues, 3) Things to watch out for and questions
to ask prior to completing a 1031 exchange & 4) New case laws &
regulations |
|
|
|
Tax Strategies for 1031 Exchanges ~
1) Basic mechanics of Section 1031 exchanges, 2) Cutting edge
techniques, 3) Recent developments with Rev. Proc. 2002-22, Private
letter rulings issued & 4) How do you get the most out of your Tax
Advisor during the 1031 Exchange process |
|
|
|
Adjourn & Networking |
|
|
|
|
|
 |
Cleveland Land Development
Conference
Status of the Industry & What doe the future hold?
Thursday, October 18, 2007 ~ 8am - noon
Renaissance Cleveland Hotel, 24 Public Square, Cleveland, OH |
|
|
|
Eminent Domain Issues ~ 1) How it has been
used and how it will be applied in the future, 2) Impact on retail and
other commercial development from the recent mortgage crunch, 3)
Importance of public/private partnerships with urban development, 4)
Biggest challenges facing urban development & 5) Why real estate
development is lacking in Northeast Ohio |
|
|
|
Investment Strategies for Land Owners &
Developers ~ 1) What is a Royalty, 2) History of royalties and how the
market developed, 3) How long royalties have been around and who is
offering them, 4) How do oil and gas royalties compare and contrast to
traditional TIC investments, 5) Energy Royalties exit strategies, 6) Oil
and Gas supply & demand & 7) Future of Oil and Gas royalty investments |
|
|
|
Rise of Urban Mixed Use ~ 1) Challenges
and risks of developing urban mixed use, 2) Why choose urban mixed use
over suburban developments, 3) Financing urban mixed use in today's
market & 4) The effect of today's foreclosure crisis |
|
|
|
Convention Center & Medical Mart: A
Catalyst for Change ~ 1) Potential impact, 2) Healthcare: The pivotal
industry & 3) Revenue generation |
|
|
|
Adjourn & Networking |
|
|
|
|
|
2nd Annual Texas
Tennant-in-Common Transaction Forum:
Monday, September 24th, 2007 ~ 8:45am - 7:30pm
The Ritz Carlton, 2121 Mckinney Ave., Dallas, TX |
 |
|
|
|
Welcome from IMN/Chairman's Opening
Remarks |
|
|
|
Macroeconomic Update: Market Analysis
and Outlook for Real Estate and Energy Sectors ~ 1) Where we are in
the real estate cycle? Does the real estate cycle impact the energy
sector?, 2) How are global economies affecting Oil and Gas prices? 3)
How are TICs performing within the larger macroeconomic environment? 4)
Is now a good time to invest in TICs? 5) What is the short and long-term
outlook for economic growth, inflation, pricing and interest rates? 6)
Is the TIC market really slowing and if so, how long will that last? 7)
Which current problems in the market need to be addressed? 8) Are we
going to see more programs "blow-up"? & 9) Which current problems in the
market need to be addressed? |
|
|
|
Leading TIC Sponsors' Roundtable
Discussion ~ 1) How has this
industry changed since you started? 2) Which types of deals are you
pursuing? Which are you avoiding? Why? 3) What makes your strategy
different? 4) Which sectors are hot right now? Which locations/cities?
5) Who are you competing with for deals? 6) How does current TIC
performance compare with a year ago? Two years ago? 7) Are you
considering niche and alternative markets and sectors? 8) Diversity of
product (nursing homes, land, Oil and Gas): How do various asset classes compare
in terms of risk vs. reward, and benchmarks (such as cap rates) that can
be used to assess how different asset classes should be evaluated? &
9)Are you moving towards riskier asset classes in an effort to provide
greater cash flow? Are they providing enough return for the risk
inherent in those asset classes? |
|
|
|
The Business Ins and Outs of Petroleum
and Mineral 1031 Exchanges ~ 1)
Who are the main players in Oil and Gas TICs? 2) With real estate prices on the
rise, is Oil and Gas a better investment option right now? 3) How do Oil
and Gas TICs
differ from traditional real estate TICs? How do the risks vs. returns
compare? 4) What do you need to know about Oil and Gas to enter this market? How
much technical expertise do you need? 5) Do Oil and Gas TICs qualify as
like-kind? 6) Equipment and machinery & 7) Carried and back-end
interests |
|
|
|
Finding Investors, Raising Funds &
Attracting New Money ~ 1) Where
are new investors going to come from over the next 12 months? 2) How
much of a slowdown is occurring? Why? 3) What kind of yields are
investors looking for presently? 4) Tapping into the financial planning
community 5) What are the best sources of finding TIC clients? & 6)
Raising money for Oil and Gas TICs vs. traditional TICs |
|
|
|
Legal & Tax Issues Related to
Structuring TIC Transactions ~ 1) Impact of 470 Rules (leases to
tax-exempt), 2) Sales & compliance issues, 3) General solicitation &
pre-selling, 4) Rules & regulations governing LLCs, 5) Which issues are
particular to Oil and Gas? 6) Issues related to offering and
post-offering: Losing the Regulation D exemption, franchise & excise
taxes & 7) Structuring TICs as real estate/non-securities: How have
these deals played out? What are the benefits? |
|
|
|
Tax-deferred Structural Options in Oil
and Gas TICs ~ 1) Exchanging real property for Oil and Gas
interests: What are your options?
2) Legal & tax issues in 1031 exchanges of Oil and Gas royalty
interests: Are they the same as real property? 3) Structures involving
royalty and working interests, 4) Whats on the regulation horizon? 5)
Liquidity & exit strategies: Is there a secondary market for Oil and Gas
interests? Are there sponsor buyback programs? What kind of haircut is
involved? 6) The impact of AMT (Alternative Minimum Tax) in an Oil and
Gas setting, 7) Tax implications to remember & understand when
disposing of Oil and Gas interests & 8) 1031 issues to resolve by
reference to the code, regulations, and case law when exchanging into
Oil and Gas |
|
|
|
Financial Advisor/Registered Rep
Roundtable: Explaining TICs to Your Clients ~ 1) Are you looking at
Oil and Gas/alternative
energy TICs? Why or why not? 2) Are your sponsors providing enough
information on performance? 3) Conforming with ongoing due
diligence requirements, 4) What is the sponsors responsibility for
underperformance? 5) When are TICs appropriate? Evaluating the
suitability issue, 6) Can you diversify among natural resource
TICs? 7) Allocation: Does it come from real estate or alternative pools?
8) Educating your client base & 9) To which type of client would you
suggest Oil and Gas
TICs? |
|
|
|
Due Diligence Discussion ~ 1)
Why do parties perform due diligence? What are the objectives of due
diligence? 2) Comparing Oil and Gas
due diligence vs. traditional TIC/1031 due diligence , 3) Evaluating the
property & the management, 4) Contrasting good vs. bad product, 5)
Evaluating the TIC structure, 6) Yield enhancements: Front end loading
capital costs, using seller credits, and interest rate buydowns, 7)
Valuation, transparency, performance, disclosure, 8) How does due
diligence on Oil and Gas/alternative
energy TICs compare with traditional real estate TIC due diligence? |
|
|
|
Alternative Energy TIC Investments
~ 1) Investing in green energy: Wind, solar and biomass/biodiesel
refineries, 2) The rising popularity of alternative energy technologies,
3) What issues are specific to energy exchanges? 4) Government mandates
and incentives: Tax incentives for green energy investing & 5) Ethanol
impact on energy market |
|
|
|
Networking Cocktail Reception |
|
|
|
IMNs 2nd Annual Texas Tenant-in-Common
Transactions Forum Concludes |
|
|
|
|
|
 |
Milwaukee 1031 Exchange &
Tax Strategies Summit
Thursday, June 21, 2007 ~ 8am - noon
Sheraton Milwaukee Brookfield Hotel, 375 South Moorland Rd., Brookfield,
WI |
|
|
|
1031 Exchange Techniques for the Average to the Sophisticated
Investor ~ 1) What is a 1031 exchange, 2) 1031 exchange rules &
timelines, 3) What are my 1031 exchange investment options & what is
"like kind" property, 4) Personal property exchange, 5) Related party
exchanges 6) Reverse exchanges and/or parking arrangements, 7) 1033
exchanges: casualty loss and condemnation & 8) Historical data and dates
in creating this powerful tool - 1031 exchanges |
|
|
|
TIC as a 1031 Exchange Tool ~ 1)
The evolution of the TIC market, 2) How do you analyze a TIC deal: good
vs. bad, 3) What is the potential for development in a secondary market,
4) Advantages and drawbacks of buying TIC investments as either real
property or as a security, 5) How are TIC investments evolving to meet
the demands of the marketplace, 6) Delaware statutory trust's: what are
the advantages and drawbacks vs. traditional TIC investments & 7) What
is in store for the TIC market in the next 5-10 years |
|
|
|
Defining Oil & Gas Royalties as a 1031
Investment Solution Outstanding ~ 1) What is a royalty, 2) History
of royalties and how the market developed, 3) How long have royalties
been around & who is offering them, 4) How do oil and gas royalties
compare and contrast to traditional TIC investments, 5) Oil and Gas exit
strategies, 6) Supply and Demand of energy royalties & 7) Future of oil
and gas royalty investments |
|
|
|
Legal Considerations & Challenges for
1031 Exchanges ~ 1) Drafting the transaction for a 1031 exchange, 2)
Partnerships & vesting issues, 3) Things to watch out for and questions
to ask prior to completing a 1031 exchange & 4) New case laws &
regulations |
|
|
|
Tax Strategies for 1031 Exchanges ~
1) Basic mechanics of Section 1031 exchanges, 2) Cutting edge
techniques, 3) Recent developments with Rev. Proc. 2002-22, Private
letter rulings issued & 4) How do you get the most out of your Tax
Advisor during the 1031 Exchange process |
|
|
|
Adjourn & Networking |
|
|
|
|
|
Chicago Real Estate Investment
Conference:
Wednesday, June 20th, 2007 ~ 8am - noon
The Westin, 909 North Michigan Ave., Chicago, IL |
 |
|
|
|
Welcome and Introductions |
|
|
|
Tax Strategy Investing: What are the
options, what are the tax, accounting and legal considerations and
consequences |
|
|
|
TICs...Improving with age |
|
|
|
The Inside on Exchanges |
|
|
|
Other 1031 Investment Solutions:
Defining Oil & Gas Royalties as other Investment Options |
|
|
|
Why They Buy what they Buy |
|
|
|
Adjourn & Networking |
|
|
|
|
|
 |
Nashville Development & Investment
Conference
Wednesday, May 30, 2007 ~ 8am - noon
Sheraton Nashville Downtown Hotel, 623 Union St., Nashville, TN |
|
|
|
Welcome & Introduction |
|
|
|
Nashville Area Economic Development Update |
|
|
|
1031 Exchanges - Incorporating tax-deferred savings into your
investment & development strategies ~ 1) IRC Section 1031 - the
basics & benefits, 2) Reverse, construction & hybrid exchanges -
structures for every situation & 3) Steps to ensuring a successful
tax-deferral 1031 exchange - basics, rules & timelines |
|
|
|
Creative Land Allocation Strategies - Learn the Four Ways to Allocate
your Cost when Dividing and Developing Land to Maximize Benefits ~
1) Development costs, 2) Current & future improvement costs, 3) Cost
segregation techniques for the land developer & 4) Allocation methods
for selling land |
|
|
|
Investment Strategies for Land Owners & Developers ~ 1) What is a
royalty, 2) History of royalties and how the market developed, 3) How
long royalties have been around and who is offering them, 4) How do oil
and gas royalties compare and contrast to traditional TIC investments,
5) Investment land owner exit strategies, 6) Supply and demand of oil
and natural gas resources & 7) Future of oil and gas royalty investments |
|
|
|
Commercial Developers Forecast ~ 1) Current market conditions, 2)
Defining the inverse correlation with residential development, 3) What
market is hot and why: office, industrial and retail, 4) Development
project updates, 5) Development vs. redevelopment, 6) Current and
projected land rates & 7) Building sales and CAP rates |
|
|
|
Adjourn and Networking |
|
|
|
|
|
Bloomington 1031 Exchange & Tax
Strategies Summit
Tuesday, February 27, 2007 ~ 7:45am - noon
Bloomington Sheraton, 7800 Normandale Blvd., Bloomington, MN |
 |
|
|
|
Welcome & Introduction |
|
|
|
1031 Exchange Techniques from the
Average to the Sophisticated Investor ~ 1) What is a 1031 exchange,
2) 1031 exchange rules & timelines, 3) What are my 1031 exchange
investment options & what is "like kind" property, 4) Personal property
exchange, 5) Related party exchanges 6) Reverse exchanges and/or parking
arrangements, 7) 1033 exchanges: casualty loss and condemnation & 8)
Historical data and dates in creating this powerful tool - 1031
exchanges |
|
|
|
TIC as a 1031 Exchange Tool ~ 1)
The evolution of the TIC market, 2) How do you analyze a TIC deal: good
vs. bad, 3) What is the potential for development in a secondary market,
4) Advantages and drawbacks of buying TIC investments as either real
property or as a security, 5) How are TIC investments evolving to meet
the demands of the marketplace, 6) Delaware statutory trust's: what are
the advantages and drawbacks vs. traditional TIC investments & 7) What
is in store for the TIC market in the next 5-10 years |
|
|
|
Defining Oil & Gas Royalties as a 1031
Investment Solution Outstanding ~ 1) What is a royalty, 2) History
of royalties and how the market developed, 3) How long have royalties
been around & who is offering them, 4) How do oil and gas royalties
compare and contrast to traditional TIC investments, 5) Oil and Gas exit
strategies, 6) Supply and Demand of energy royalties & 7) Future of oil
and gas royalty investments |
|
|
|
Legal Considerations & Challenges for
1031 Exchanges ~ 1) Drafting the transaction for a 1031 exchange, 2)
Partnerships & vesting issues, 3) Things to watch out for and questions
to ask prior to completing a 1031 exchange & 4) New case laws &
regulations |
|
|
|
Tax Strategies for 1031 Exchanges ~
1) Basic mechanics of Section 1031 exchanges, 2) Cutting edge
techniques, 3) Recent developments with Rev. Proc. 2002-22, Private
letter rulings issued & 4) How do you get the most out of your Tax
Advisor during the 1031 Exchange process |
|
|
|
Adjourn & Networking |
|
|
|
|
|
 |
Madison Land
Development Conference
Tools for Successful Development
Wednesday, January 31, 2007 ~ 8am - noon
Sheraton Madison Hotel, 706 John Nolen Dr., Madison, WI |
|
|
|
Commercial Developer's Perspective on Development & Redevelopment in
Wisconsin ~ 1) 2007 market outlook, 2) Current and projected land
rates, 3) Joint ventures and incentive programs, 4) Investment
opportunities: risk vs. reward & 5) Effects of the slowing residential
real estate market |
|
|
|
Investment Strategies for Land Owners & Developers ~ 1)
Recognizing the capital gains tax problem and evaluating the options, 2)
Deferring capital gains tax: reinvesting proceeds into producing real
estate, 3) 1031 Exchange investment options for land owners & 4) Passive
investment options in real estate |
|
|
|
IRC Section 1031 Exchange - Toolbox for Developers & Land Owners
~ 1) IRC section 1031 - the basics, 2) IRC section 1031 - general
statutory requirements, 3) Property held for investment, 4) Like kind
property & 5) Sales vs. exchange |
|
|
|
Private/Public Partnership Tools to Maximize Land Value ~ 1)
Concept to completion: importance of planning and engineering team to
limiting short and long-term liabilities, 2) Planning tools to expedite
land development & 3) Stakeholder involvement methods to maximize site
potential |
|
|
|
Acquisition of Land in the Path of Development ~ 1) Developer due
diligence - overview, 2) Financing - from the perspective of the lender
and borrower, 3) Equity alternatives and return parameters & 4)
Tenants-in-Common Syndication - emergence of national TIC sponsors in
acquiring land in the path of development |
|
|
|
Adjourn & Networking |
|
|
|
|
|
|
