Identifying and Managing CRE Investment Opportunities

Investor Management Services, LLC

From opportunity zones to crowdfunding to off-market deals, there are more opportunities now than ever before to invest in commercial real estate. And leveraging data and technology can really help to differentiate your firm in these scenarios. But how can CRE professionals locate and execute these potential deals, or even choose which one(s) to invest in? And once they identify the best-fit for their portfolio, how should they go about managing the investment?
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We have created a real estate infographic for our popular advice article on how-to hold a successful open house. It’s designed to be helpful to real estate brokers, agents and sellers.


How Do Realtors Benefit from Understanding and Using Real Estate IRAs?


Real estate IRAs offer unique opportunities for account owners to use their own knowledge and expertise to create retirement income. Anyone in any profession can put their experience to work by investing what they know best. For realtors, understanding and using real estate IRAs offers two fantastic opportunities: Realtors themselves can use these accounts as powerful investing tools to build their own retirement wealth. They can also use this knowledge as a business-building resource.
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Corporate Transparency Act for Real Estate Borrowers and Lenders: New Federal Reporting Requirements

The CTA establishes beneficial ownership disclosure and reporting requirements for any newly formed and existing corporation, LLC or partnership which files formation documents in any state. Real estate counsel must understand the disclosure and other requirements of the CTA, including what constitutes a "beneficial owner" and the entities to which it applies. Any entity that has filed formation documents in any state is considered a "reporting company" for purposes of the CTA, subject to certain exemptions. Newly formed entities must submit a disclosure of its beneficial owners to FinCEN at the time of formation, and existing entities must file the disclosure within two years. A reporting company must also provide updated information to FinCEN within one year upon a change in beneficial ownership. Failure to comply with the new CTA reporting requirements will result in serious penalties. Failure to meet the reporting standards may result in civil penalties of up to $500 per day, and any individual who willfully provides false or fraudulent information may face criminal fines up to $10,000 and/or imprisonment for up to two years. The CTA adds a new layer of reporting and compliance requirements for lenders in real estate finance transactions. Lenders will need to reassess their AML protocols to better match the requirements of the CTA. Listen as our authoritative panel discusses the CTA, the new federal reporting requirements it imposes on borrowers, and the added due diligence issues it presents for lenders.
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Advanced Real Estate Finance


The Advanced Real Estate Finance course will provide the intermediate to senior level real estate professional with techniques used to analyze, finance and structure real estate transactions. It was designed to provide a decision-making framework that offers attendees an intuitive understanding of real estate finance and investment and provides the ability to analyze a broad range of real estate problems and decisions.
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Commercial Lease Escalation Issues


This highly informative material is designed to enhance your knowledge and understanding of how various types of escalations, such as operating expenses, common area maintenance (CAM) and real estate taxes, among others, are addressed in today's commercial lease environment. The speaker will explore these obligations from the perspective of both the landlord and the tenant, as well as discuss the importance of thoroughly reviewing commercial lease provisions and addressing ambiguous language.
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