The Financing/Debt Discussions at IMNs Opportunity Fund Forum See the latest private fund real estate financing strategies at The Financing/Debt
Symposium at IMNs Opportunity Fund Forum will be. The next 7 sessions, all related to investing in fixed income or underwriting real estate debt will be taking
place in track B. If you are a debt provider, broker, fund or investor & want to meet the top funds and hear how they are financing or providing debt this is
a must attend plenary
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June 12
2:20b Bridge Loans & Other High Yield Lending on Transitional Properties, Deals with a Value-Added
Component, Secondary & Tertiary Markets
Are you seeing competition from banks on any of your high-yield
products? Are funds entering this space dropping rates? Where
have they dropped too much for your comfort? Where and what
food groups are your sweet spots? Is there any high yield lending
in the multifamily sector? Longer duration bridge loans
Session Chair:
Tom OConnor, Chair of the Real Estate Finance Group
Duval & Stachenfeld LLP
Panel Participants:
Bryan Donohoe, Managing Director Alliance Bernstein
Dan Hartman, Principal ARES Management LLC
Jerry Dunn, Principal and CEO A10 Capital, LLC
Brett D. Forman, Founder & CEO Forman Capital
Sujan Patel, Managing Director and Co-Head of Investments
NorthStar Realty Finance Corp.
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9:55b Subscription & Short-Term Fund Financing
What are the current terms of subscription lines? What other
products are you offering? Repo lines? How has fund evaluation
changed? Do you offer bridge loans? Documentation trends
Handling a defaulted or non-performing customer Impact of
fund terms on asset class and strategy Where are the biggest
differences among lenders? Issues for alternative structures
Session Chair:
Timothy Powers, Partner Haynes and Boone, LLP
Panel Participants:
Matthew C. Alshouse, Partner Baker & McKenzie LLP
Tom Nowak, Director Bank of America Merrill Lynch
David Wasserman, Mitsubishi Sumitomo Bank
Terence J. Hatton, Senior Vice President, Head of Fund Finance
Union Bank, N.A
Dee Dee Sklar, Managing Director Wells Fargo
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3:20b Financing Small Deals
Are the small banks getting more aggressive? Using SBA
programs Non bank and hard $$ lender terms Using brokers
Exploring financings new frontiers: EB-5 Financing, crowdfunding,
ifunding and the road ahead
Panel Participants:
Andy Stewart, Partner Argosy Real Estate
David Manshoory, CEO & Founder Asset Avenue
Darren Powderly, Co-Founder Crowdstreet
Peter Locke, Managing Director Spectrum Group Management, LLC
Ed Stavetski, Investment Consultant Whitford LLC
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4:35b Pending Debt Maturities What is your Strategy
for Loans Coming Due from the Class of 2005-6?
A tsunami of maturities is now upon us, with about $1.7 trillion in loans
coming due during the next 3 years. Many believe banks are not likely
to extend more and borrowers will need alternative sources to refinance
or recapitalize before rising interest rates get out of control. How can
you take advantage of this once in a lifetime opportunity?
Session Chair:
Jeffrey Lenobel, Partner and Chair of the Real Estate Group
Schulte Roth & Zabel LLP
Panel Participants:
Tim Johnson, Managing Director Blackstone
Gil Tenzer, PartnerDirector of Real Estate
Contrarian Capital Management, LLC
William W. Landis, Managing Partner Raith Capital Partners
Bruce Batkin, President & Chief Executive Officer Terra Capital
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5:20b New Mezz Loan Origination/Borrowing
How do you look at construction vs. acquisition vs.
recapitalization What wont you finance? Distinguishing yourself
in an increasingly competitive market 2014 Working with
senior lenders Are you selling any of your loans? Why?
Session Chair:
Mark Fawer, Partner Arent Fox
Panel Participants:
James Henderson, Managing Director-Head of Alternative
Investments Group Cornerstone Real Estate Advisers LLC
David Broderick, Partner Latham & Watkins
Richard Mandel, President Ramsfield Real Estate
Seth Singerman, President Singerman Real Estate, LLC
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June 13
8:25b Buying NPLs & Sub-Performing Loans From Within the
Capital Stack and from Banks and Servicers vs. The
Rest of the Market: Where is there Value/Inventory
Left?
Current pricing Is the discount gone? What types of assets
are you finding? In what kind of locations? Finding loans and
REO Are you examining the single family home market? What
kind of information are you getting from the banks? Is it enough?
Buying equity vs. debt Stretch senior vs. senior mezz Equity
funds buying debt What do your LPs say? Securitized vs. whole
loan debt Impact of property type June 12, 2014 What is
your buy of the day?
Session Chair:
Michelle Kelban, Partner Latham & Watkins
Panel Participants:
Ruprecht Hellauer, Managing Partner Albulus Advisors Germany GmbH
Tom Lockard, Vice President-Real Estate Investment & Institutional Sales
Fundrise
Mukang Cho, CEO & Principal In-Rel Properties, Inc.
Yon Cho, Partner Pacific Coast Capital Partners
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9:10b Senior Lending/Borrowing, Term Debt & Securitization
Impact of bank regulatory issues Current debt yields Funds as
originators Evaluating pricing risk Gap capital Impact of CDO
return What in the debt markets are keeping you up at night?
Time to go fixed? CMBS market rates
Session Chair:
James Hisiger, Partner Latham & Watkins
Panel Participants:
Nicki Livanos, Director-Real Estate Investments Axa
Michael W. Eglit, Principal Blackstone
Dean Dulchinos, Portfolio Manager Cornerstone Advisers
Jeff Thompson, Managing Director-Institutional Sales
GE Capital Real Estate
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9:55b Subscription & Short-Term Fund Financing
What are the current terms of subscription lines? What other
products are you offering? Repo lines? How has fund evaluation
changed? Do you offer bridge loans? Documentation trends
Handling a defaulted or non-performing customer Impact of
fund terms on asset class and strategy Where are the biggest
differences among lenders? Issues for alternative structures
Session Chair:
Timothy Powers, Partner Haynes and Boone, LLP
Panel Participants:
Matthew C. Alshouse, Partner Baker & McKenzie LLP
Tom Nowak, Director Bank of America Merrill Lynch
David Wasserman, Mitsubishi Sumitomo Bank
Terence J. Hatton, Senior Vice President, Head of Fund Finance
Union Bank, N.A
Dee Dee Sklar, Managing Director Wells Fargo


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