| 8:15 AM |
Continental Breakfast |
|
| 8:45 AM |
Chairperson’s Recap |
|
| 9:00 AM |
Finding Deals/Seller Strategies: What is Being Sold & Why:
Forecasting Capital Flow & Portfolio Performance
Although the housing outlook is still weak, there are still deals to be found and strategies that can assist sellers. This session will
present a housing outlook. Will there be an increase in deal flow in the real estate sector? How will green real estate compare to other types of real estate? What market forces continue to impede deals? When will absorption turn positive? |
|
| 9:45 AM |
Due Diligence & Valuation
Each property type has features/elements and underwriting
considerations which are best understood and presented in a
property type report. This session will touch on:
The importance of the investment context to financial analysis;
Sustainable definitions and underwriting
The role of cost benefit analysis in financial analysis;
A fundamental financial model for underwriting sustainable properties
The role of value and valuation in decision-making
Non-financial model considerations in sustainable property
underwriting
Physical property vs. paper
Valuing comparables
Determining liquidation value |
|
| 10:15 AM |
Traditional Financing Sources & Deal Structures
Refinancing Loans: What does it take?
Equity & Mezzanine Funding
Available Acquisition Loans
Financing Debt
Seller Financing
|
|
| 10:45 AM |
Refreshments for All Attendees |
| 11:00 AM |
Risk Mitigation Strategies
This session will address broad risk mitigation strategies and apply
them to the green real estate sector. Questions that will be
answered include:
Does sustainable real estate raise executing risk for capital?
How can you reduce executive risk within the investment?
Deal structure and strategic partnerships |
|
| 11:45 AM |
Equity & Mezzanine Funding Availability:
This session will address the pros and cons of equity and mezzanine financing and the kind of terms and conditions from which you choose in connection with sustainable real estate investments. |
|
| 12:30 PM |
Luncheon for Speakers, Sponsors & Attendees |
| 1:30 PM |
Joint Ventures
Legal entities to hold the real estate and fund the deal
Trustees and intermediaries
Rate of return, P/L distribution
|
|
| 2:15 PM |
Investors’ Perspectives on Green Real Estate |
|
| 2:45 PM |
Green Commercial Properties: Entrance & Exit Strategies
Asset class specifics
Exit flexibility
Resale, Loan-to-own
Creative solutions for problem projects
Squeezing the most income out of green projects
|
|
| 3:30 PM |
Afternoon Refreshments & Networking Opportunity |
| 3:45 PM |
Sources of Deals, Sales Strategies & Exit Options
Maintaining deal flow
Investment pipeline risk
Current pricing
Seller strategies
Brokers: How much are they charging?
Seller financings
Portfolio vs. single property sale
Buy profiles
|
|
| 4:45 PM |
Starting & Structuring a Green Real Estate Fund
Establishing the right partnerships: Identifying experienced and qualified developers/operators
Attracting green equity capital
Assembling a team of experts
Marketing financial benefits of the fund: Ensuring investor confidence
Leasing structure
Reporting
|
|
| 5:30 PM |
Capital Green Concludes |
|
