Wednesday, June 26, 2019, 1:00-2:00pm
Commercial real estate is in generally robust, with office and industrial space strong and only retail space lagging because of the continuing transition from bricks-and-mortar store fronts to digital commerce.
Negotiating and drafting the sale or exchange of commercial real estate is a complex set of tasks.
Reps and warranties have become more extensive and exacting in detail. Financing contingencies have become lengthy and surpassingly complex because of tighter underwriting standards. Due diligence has become lengthier, more invasive and costlier – or barely permitted at all, in particularly "hot" markets.
This program discusses the major components of commercial real estate buy/sell agreements and negotiating other operative documents.
Part 2 topics include:
- Unique challenges of planning for liquidity with illiquid assets
- Valuation discount issues and planning in a rising but volatile market
- Value freezing techniques using LLCs
- Grantor Retained Annuity Trust (GRAT), sales to defective grantor trusts, and sales of self-cancelling installment notes
- Charitable giving techniques for real estate
Click on the "In Depth" tab for tuition and speaker information.