Structuring and Executing Your Best Real Estate Deal

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This event has passed.
Event:
Structuring and Executing Your Best Real Estate Deal
Start:
May 5, 2014 3:00 pm
End:
May 6, 2014 5:00 pm
Category:
Organizer:
David Mulvihill, Vice President, Professional Development
Phone:
202-624-7122
dmulvihill@uli.org
Updated:
January 14, 2014
Venue:
ULI Headquarters
Address:
1025 Thomas Jefferson Street, NW, Suite 500 West, DC, 20007, United States

A ULI Real Estate Entrepreneur Program

The Business of Building Communities

*Young Leader special discount available: $495

 

How a deal is structured and executed can impact more than just the financial success or failure of a real estate project. It can also determine the level of ongoing business success, and how risks and returns are allocated to various parties in the deal. In this new ULI program, participants will be guided through the process of sourcing, acquiring, and executing their best independent real estate deal.

Designed for those new—and not so new—to development, this program will take participants through an interactive series of presentations, panels, and case studies. Participants will emerge with a framework of how to better embark on a real estate venture.

As part of the ULI Real Estate Entrepreneur Program, this unique new course will also afford attendees the opportunity to interact with recognized industry experts drawn from ULI’s senior leadership. A thoughtful and lively panel discussion with these leaders will be followed by an informal networking reception and dinner, where attendees can engage the experts and one another in an exchange of ideas. Meet the ULI leaders.

 Course Outline

Course Leader

KOZLOFF pictureHoward Kozloff
Managing Partner
Agora Partners
Brooklyn, New York

Howard Kozloff is Managing Partner of Agora Partners. Agora Partners is an urban real estate investment, development and advisory firm working at the intersection of urban planning and real estate development and investment.

Prior to founding Agora Partners, Howard worked in both development and consulting, participating in opportunities ranging in scales, geographies and asset types. He has managed development and investment projects on behalf of small entrepreneurial firms, large public REITs and multi-billion dollar institutional funds.

Positions that Howard held include Director of HH Development Strategies and Director of Operations at Hart Howerton, an international planning, design and development advisory firm. In that role, he oversaw business, implementation and alternative investment strategies for projects ranging from mixed-use infill sites to mountain villages to coastal resorts. Prior to Hart Howerton, Howard was Development Manager at Santa Monica-based The Martin Group and, before that, at Macerich, a retail REIT. In both roles, Howard was actively involved in the acquisition, planning and entitlements of urban infill and retail properties. And, previous to Macerich, he was Project Manager at New York-based BRV Corp., focusing on urban neighborhood turnarounds through public/private partnerships.

Howard holds a Master of Urban Planning from Harvard University, a Master of Science in Real Estate Development from Columbia University and a Bachelor of Arts in Urban Studies and Design of the Environment from the University of Pennsylvania. Howard also served as an adjunct faculty member at the University of Pennsylvania, Columbia University and the University of Southern California, where he taught graduate and undergraduate courses in urban planning and real estate development. In addition, he has published over 50 articles and had over 25 speaking engagements in the areas of opportunistic planning and urban redevelopment.

Today he lives in Brooklyn, New York with his wife and three children.

Senior ULI Leaders

These industry experts and senior ULI leaders will partake in a panel discussion, followed by an informal networking reception and dinner with program participants.

David Mayhood
President
The Mayhood Company
McLean, Virginia

Richard Perlmutter
Managing Member
Argo Development Company
Rockville, Maryland

Suzanne Cameron
Principal
Suzanne Cameron, LLC
Washington, D.C.

Guest Speakers

Dennis Argerson
Senior Vice President
American Bank Holdings
Washington, D.C.

Jason Beske
Principal Planner / Urban Designer
Alington, County
Arlington, VA

Andrew Benioff
Founder and Managing Partner
Llenrock Group, LLC
Philadelphia, PA

Michael Blum
President
Insight Property Group
Arlington, VA

Julie Chase
President and CEO
Chase Communcations
Washington, D.C.

David Dochter
Senior Director
Cushman & Wakefield
Washington, D.C.

Ken Freeman
First Vice President
CBRE -Private Capital Group
Washington, D.C.

Michael Gordon
Vice President
Stout and Teague
Herndon, VA

Lynn Hackney
President
Urban Pace
Washington, D.C.

Daniel Hilpert
Managing Director
Mortgage Equicap
Brooklyn, NY

Randy Price
Co-Founder and Managing Partner
Tandem Legal Group
Washington, D.C.

Mark Strauss
Senior Partner
FXFOWLE Architects LLP
New York, NY

Neel Teague
Principal
Stout and Teague
Herndon, VA

Registration

ULI Members: $795
Nonmembers: $1,065
Young Leader special discount available: $495

Registration fee includes tuition, course materials, reception/dinner, luncheon, and refreshments.

Cancellations, which must be made in writing or email to ULI Customer Service, will be subject to a $100 administrative fee. Cancellations must be received at least seven days prior to the start of the workshop to be eligible for a refund. No refunds will be granted thereafter. You may, however, transfer your registration, without penalty, to another member of your organization.

Accommodations

Hotel accommodations are not included in the registration fee. Please contact a hotel directly to reserve a room. Nearby hotels include:

The Graham
1075 Thomas Jefferson Street, NW
Washington, D.C. 20007
Reservations: 800.388.2410 or 202.337.0900

Holiday Inn Rosslyn at Key Bridge
1900 North Fort Myer Drive
Arlington Virginia 22209
Reservations: 800.315.2621 or 703.807.2000

The Four Seasons Hotel
2800 Pennsylvania Avenue, N.W.
Washington, D.C. 20007
Reservations: 877.707.0843 or 202.342.0444

The Melrose Hotel
2430 Pennsylvania Avenue, N.W.
Washington, D.C. 20037
Reservations: 800.635.7673 or 202.955.6400

Georgetown Suites
1000 29th Street NW & 1111 30th Street NW
Washington, DC 20007
Reservations: 800-348-7203

Avenue Suites NW Hotel
2500 Pennsylvania Avenue
Washington, DC 20037
Reservations: 877-736-2500

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Program Highlights

  • Expert panel discussions
  • Networking reception and dinner with senior ULI leaders
  • Components of a strategic plan
  • Site control strategies
  • Selecting your acquisition target
  • Pitching your deal and yourself
  • Effective due diligence on a tight budget
  • Project finance—loans, partnerships, and equity investor structures
  • Case studies and examples

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