HAUTE Commercial Real Estate

Much thanks to Jonathan Banister for asking me why I think a Trump Administration is far more favorable to the commercial real estate industry .... than the alternative.

Inside Trump’s Deep Base Of Support Among Real Estate Executives Trump has raised more money from real estate than his opponents, and several executives who support him told Bisnow they think he would revive the market.

SAVE THE DATE - TUESDAY, JUNE 11th, 2:00 pm to 7:00 pm at the new Dalmar Hotel in downtown Fort Lauderdale!

FOUR chapters of CREW (Orlando, Palm Beach/Treasure Coast, Fort Lauderdale/Boca Raton, and Miami) are hosting their annual signature event.

I don't think this has been done before, but here's what makes this highly interactive presentation a "don't miss" event:

✴ We're going to underwrite - in real-time - an existing retail shopping center on behalf of a (fictitious) fund, of which the attendees of this event will be investors;

✴ We'll present the essential elements required to not only establish a reasonable property value/acquisition price - but also what typical lending sources need to quote a capital request - all based on pre-defined target investment return hurdles to the fund;

✴ All underwriting and due diligence will be market-derived and in the submarket of the property location, with experts opining on expense mitigation;

✴ A panel of different lenders will present their 'quotes,' complete with pricing, terms, leverage, required reserves, etc.;

✴ The fund will then decide which capital structure best meets its investment requirements;

✴ A panel with other wealth experts will offer ownership strategies to maximize wealth and minimize taxes, liabilities, and other ownership risks.

Not only will all materials will be provided to the lenders in advance for their due diligence - but will also be made available to attendees before the event. This includes a dynamic interactive Excel© model that we'll not only use for the real-time underwriting, but attendees can use subsequently to analyze their deals in the real world.

Pro tip: bring your phone/laptop/other device if you want to follow along.

This will be followed by tax and wealth experts addressing the best strategies and tips for investors to follow to maximize wealth while minimizing taxes.

Lastly, a networking happy hour will close out this event, which is the real reason I'm attending.

A great opportunity to see what happens behind the curtain, and meet/mingle not only with those funding CRE transactions but with some of the best CRE folks throughout Florida.

PS - special thanks to all of the participating CREW chapters and to Paulina Kucharska for inviting me to participate and collaborate on this with such a fine professional group.

Capacity turn-out is expected, and sponsorship opportunities are still available; DM me or Paulina if interested.

You can register here:
https://lnkd.in/eM2tfsSA

Jeffrey Cannon
Laurel Sendach
Alejandro Buitrago
Heather Zatik
Alexis Deutsch, CPA, MSA,MST
Rose Brill, Esq. (SBA Designated Counsel)
Benjamin Ross, CFP®
CREW Orlando
CREW Palm Beach Treasure Coast
CREW Fort Lauderdale Boca Raton
CREWMiami
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I don't think this has been done before, but here's what makes this highly-interactive presentation a "don't miss" event:

✴ We're going to underwrite - in real time - an existing retail shopping center on behalf of a (ficticious) fund, of which the attendees of this event will all be investors;

✴ All underwriting and due diligence will be market-derived and in the submarket of the property location;

✴ We'll present the essential elements required to not only establish a reasonable property value/acquisition price, but what typical lending sources need in order to better faciliate a capital request - all based on pre-defined target investment return hurdles to the fund;

✴ A panel of different lenders will present their 'quotes,' complete with pricing, terms, leverage, required reserves, etc.

✴ The fund will then decide which capital structure best meets its investment requirements.

Not only will all materials will be provided to the lenders in advance for their due diligence - but will also be made available to attendees prior to the event. This includes a dynamic interactive Excel© model that we'll not only use for the real-time underwriting, but attendees can use subsequently to analyze their own deals.

Pro tip: bring your phone/laptop/other device if you want to follow along.

This will be followed with tax and wealth experts addressing the best strategies and tips for investors to follow in order to maximize wealth while minimizing taxes.

Lastly, a networking happy hour will close out this event.

A great opportunity to see what happens behind the curtain, and meet/mingle not only with those funding CRE transactions, but with some of the best CRE folks in southeast Florida.

Stay tuned for posted links providing access to the materials; I look forward to seeing you there!

PS - special thanks to all of the participating CREW chapters and to Paulina Kucharska for inviting me to participate and collaborate on this with such a fine professional group.

Capacity turn-out is expected, and sponsorship opportunities are available; DM me if interested.

lnkd.in

How much time have you wasted comparing market, debt, equity, and leverage metrics on more than one commercial deal - either testing acquisition/disposition assumptions, or how a lease renewal could impact your property value?
.. say no more, fam, I gotchu.

This one is similar to other Excel© models I've shared with regard to property, debt, and equity returns (along with resulting positive/negative/neutral leverage), but now compares two properties to each other.

If you know what you're doing in Excel© you can keep copying and pasting as many columns as you need for however many deals you want to tire-kick.

Lemme know if you want a FREE* copy; [email protected]

* FREE is my favorite F-word, what's yours?

... how many times have you been under contract on a deal - and THEN found out that the loan doesn't size at the contract price because of LTV, DSCR. DY, or some other pesky underwriting assumptions?

Lenders ... they can be so picky.

Sucks, right?

This model will take ANY assumption about any deal - along with all senior debt assumptions - and tell you if the deal metrics support the senior loan (you think) you can get, along with the value at a target cap rate. And, vice-versa.

Works with "As Is" and "As Stabilized" properties.

Want a free copy?

DM me at: [email protected]

Don't look silly in the eyes of your lender ... that's no way to go through CRE life.

Me:
"I think I'll upgrade my PC from Win 10 to Win 11 this weekend - surely, Microsoft has their s**t together by now...."

Also me:
(after wasting an entire weekend upgrading to Win 11 - only to go BACK to Win 10 because Win 11 sucks) ....

Sledgehammer in office Mad about your office computer? There's an answer.

Thanks to the folks at Real Assets Adviser for the opportunity to write about a 721 Exchange - which has been overshadowed by its cousin, the 1031 Exchange.

Looking forward to making future contributions to this great publication!

Tax Update: The 721 Exchange gains prominence The 721 Exchange, also known as an UPREIT (Umbrella Partnership Real Estate Investment Trust), is gaining prominence in the real estate investment landscape. This tax-deferred transaction, governed by Section 721 of the U.S. Internal Revenue Code, allows investors to exchange their ownership in a si...

You can get a Bento box at most Asian restaurants.
.. but did you know you can get one in Excel?

Check this out. Everything you see here is 100% dynamic and cell-referenced - from every letter of text to every graphic and chart.

Completely customizable, brandable, on-the-fly, with results in real-time.

Don't know how to do this?

Want to?

Follow me, and watch for the official launch of www.MasterCRE.com, coming very soon (in the final stages of beta right now).

Learn.
Network.
Monetize.

(Bonus points if you know the difference between a "bento" and a "dashboard" ... they are not the same).

So, as our sister company, MasterCRE approaches its launch date, we're offering a taste of what to expect from the 'Resources" section of the http://MasterCRE.com platform.

Buy the Commercial Real Estate Analysis Bundle - by
https://mastercregreg.gumroad.com/l/mvrlq

… So, you say you wanna learn about commercial and investment real estate and related capital, but have no idea where to go?

We all have to start somewhere, and in this industry, it’s nearly impossible to do that - and especially in a way that makes sense and that's effective.

Check out these free resources in the most recent post from my two sister companies, HAUTE Commercial Real Estate and MasterCRE:

www.facebook.com/HAUTEcre
www.facebook.com/MasterCREedu/

Click on the link in the recent post on each, and get access to some of the best – and totally FREE – Excel© tools that will help you get started.

No snake oil, crypto pitches, hooks, or franchise ‘opportunities’ – just 35 years of CRE experience condensed into a few tools to help you get started with the basics.

What’s that? You want more, you say?

Ok, go here to check out a whole updated set of tools, and a corporate brochure telling you who we are and what we do like no one else can:

https://drive.google.com/drive/folders/1VrLOpatvveU4meVVr8Gf5H8UkH6fswkC?usp=drive_link

If these are of benefit to someone you know, feel free to re-post/tag/forward as appropriate. Remember … sharing is caring!

Lastly, get ready to immerse yourself into the first, only, and best online community platform custom-tailored exclusively to the commercial real estate industry.

Join.
Learn.
Network.
Hire and get hired.
Download unspeakable amounts of Word©, Excel©, PDF©, and other files, along with a ton of industry-specific tools, resources, and digital assets.
List, sell, and finance your CRE deals -NO EXTRA FEES OR COMMISSION SPLITS - you keep it all.
And more.
A lot more.

www.MasterCRE.com – launching soon. Stay tuned.