WMRE Forums on Capital Raising and Investment Trends

Over the past four days, eight sessions on how to navigate today’s real estate investment market were part of WMRE’s first virtual forum in 2022.

The forum, CRE Capital Raising and Investment Trends: First Quarter Update, took place last week. All eight sessions are available for on-demand viewing by clicking the links under each session description below. The forum followed two virtual forums hosted by WMRE in 2021. (All of these sessions are still available on demand by registering here or here.)

This first quarter forum featured a number of sessions exploring strategies for passive and active real estate investors, ranging from sessions focused on specific property types (such as anchored grocery stores, multi-family and medical offices) to ones that delve into some of the complexities. to invest through Delaware statutory trusts and private real estate syndications.

Appfolio was the platinum sponsor of the forum. Other sponsors included First National Realty Partners, Alliance, Four Springs Capital Trust, Ashcroft Capital, GowerCrowd, Pace Loan Group and Falcon Rappaport & Berkman PLLC.

What makes grocery-rooted CRE an essential asset class for every investor

One of the most important factors in an investment opportunity is the anchor tenants of commercial real estate. Strong anchor tenants have a number of benefits, such as reduced credit risk, higher foot traffic, and the ability to attract other tenants to the property. First National Realty Partners Managing Director Drew Carpenter detailed why the grocery store-anchored CRE belongs in every investor’s portfolio.

See here.

Secure and stable returns: why you need to add medical office buildings to your portfolio today

Ben Reinberg, CEO of Alliance Consolidated Group of Companies, has been delivering returns to investors in medical office properties for over 27 years. Reinberg explained how medical office buildings stack up against other real estate asset classes in terms of the returns they can provide in terms of ongoing cash flow returns as well as long-term capital appreciation. .

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The ABCs of DST

It is important for wealth advisors and investors to understand the opportunities and risks inherent in Delaware Statutory Trusts (DSTs). Rob Johnson, Head of Wealth Management, Realized 1031, and Bill Dioguardi, President and CEO, Four Springs Capital, explained how they’re structured, the type of assets held in DSTs, what’s inside behind the significant growth of the DST market, and how individual investors are benefiting from using DST to affect 1031 exchanges.

See here.

Real Estate Roundtable – Market Sentiments, Taxes and Best Practices

The technology was gaining momentum before the pandemic, and the acceleration in technology adoption will continue to increase, even as the business environment begins to feel a little more “back to normal.” Nonetheless, the past year has been unprecedented in terms of the number of rapid pivots companies have had to make in almost every category. A panel with Juwan Kadir, Principal Solutions Engineer and Team Lead, Appfolio; Jerry Goldberg, CFO, Westmarq; Eric Kerkvliet, Chief Financial Officer, Alpine Properties; and Daniel Morgan, Managing Director of Marterra Properties, explored new challenges and opportunities that have emerged over the past year, the general business climate, fundraising in the current market environment, investor expectations and major pain points and lessons from tax season.

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How investment firms and investors approach multifamily post-pandemic

Apartment rents and occupancy remained robust. Inflation has entered the economy and despite the impact and economic disruption, apartments remain strong. Travis Watts, Director of Investor Relations, Ashcroft, looked at the pros and cons of investing in real estate private placements, best practices for navigating an uncertain economy, lessons learned from the pandemic and what investors need to know. know to prepare for the next recession.

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The Whole New World of Online Real Estate Investing

Raising capital in commercial real estate has been completely revolutionized since the passage of the JOBS Act of 2012. Adam Gower, Ph.D., founder of GowerCrowd, explored the myths surrounding real estate syndication (crowdfunding) and explained how to mitigate real estate investment risk. building on the greats, while uncovering the hidden secrets of real estate private equity.

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Using C-PACE to Reduce Equity and Improve IRR

Commercial Property Assessed Clean Energy (C-PACE) is often referred to as “alternative financing” which some developers and investors view as table stakes for their capital reserves. A panel with Rafi Golberstein, CEO, Pace Loan Group; Jesse Hallstrom, Chief Financial Officer, PACE Loan Group and Andy Sinclair, CEO, Midloch Partners; and explained why C-PACE is more than just financing for sustainable upgrades and how it can be used as an equity reducer to increase returns.

See here.

Tax-advantaged financing for syndicated real estate investments

This panel discussed three techniques from the world of tax planning – Section 1031 exchanges, DSTs and Qualified Opportunity Zones – and how sponsors can use tax-advantaged structures to help attract more investors and greater capital expenditure, why investors are interested in these vehicles, and what kind of financing would be available to sponsors looking to create them. Speakers included Matthew Rappaport, Esq., LL.M., Vice Managing Partner, Falcon Rappaport & Berkman; Christopher Urso, Managing Partner, URS Capital Partners; Kenneth L. Zakin, Senior Managing Director, Newmark Capital Markets; and Gary Callahan, Eastern Division Director, Senior Vice President, Inland Securities.

See here.

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