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WMRE’s CRE Capital Raising and Investment Trends Platform

Last week, eight sessions spanning four days to navigate the current real estate investment market were part of WMRE’s first virtual platform of 2022.

The forum, CRE Capital Rising and Investment Trends: First Quarter Update, took place last week. All eight sessions are available for on-demand viewing by clicking on the links below each session description below. The Forum was a follow-up to two virtual forums WMRE hosted in 2021. (All those sessions are still available on demand by registering here or here.)

This first quarter forum included several sessions exploring strategies for both passive and active real estate investors, focused on specific asset types (such as grocery-anchor centers, multidisciplinary and medical offices), which dove into some of the complications. Were. Investing through Delaware Statutory Trusts and Private Real Estate Syndication.

Apfolio Platinum was the sponsor for the forum. Other sponsors included First National Realty Partners, Alliance, Four Springs Capital Trust, Ashcroft Capital, GoverCrowd, Pace Loan Group and Falcon Rapaport & Berkman PLLC.

What Makes the Grocery-Anchor CRE an Essential Asset Class for Every Investor

Anchor tenants of a commercial real estate property are one of the most important factors in an investment opportunity. Strong anchor tenants enjoy many benefits such as low credit risk, high foot traffic, and the ability to attract other tenants to the property. Drew Carpenter, managing director of First National Realty Partners, takes an in-depth look at why grocery-anchored CRE is a must-have in every investor’s portfolio.

See here.

Safe, Stable Returns—Why You Need to Add Medical Office Buildings to Your Portfolio Today

Ben Reinberg, CEO of the Alliance Consolidated Group of Companies, has been delivering returns to investors in medical office buildings for more than 27 years. Reinberg explained how medical office buildings perform compared to other real estate asset classes, which they can provide in terms of capital appreciation in the long run, along with ongoing yields from cash flow.

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It is important for wealth advisors and investors to understand the opportunities and risks inherent in a Delaware Statutory Trust (DST). Rob Johnson, Head of Wealth Management, Realized 1031, and Bill DioGuardi, President and CEO, Four Springs Capital, discuss how they are structured, the types of assets in DST that are driving the significant growth in the DST market. , and how individual investors are benefiting from using DST to influence 1031 exchanges.

See here.

Real Estate Roundtable – Market Sentiment, Taxes and Best Practices

The technology was gaining traction before the pandemic, and the pace of tech adoption will continue to increase, even when the business environment starts to feel a little more “back to normal.” Still, last year was unmatched in terms of how quickly Pivots businesses were created in nearly every category. A panel featuring Juwan Qadir, Senior Solutions Engineer and Team Lead, Appfolio; Jerry Goldberg, CFO, Westmark; Eric Kerkwliet, CFO, Alpine Properties; and Daniel Morgan, Managing Principal, Martera Properties, explored the new challenges and opportunities that have emerged over the past year, general business sentiment, fundraising in today’s market environment, investor expectations, and the biggest pain points and lessons learned from tax season. .

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How investment firms and investors are approaching multifamily after pandemic

Apartment rent and occupancy remain strong. Inflation has entered the economy and despite the economic impact and disruption, apartments are in a strong position. Travis Watts, Ashcroft’s director of investor relations, examines the pros and cons of investing in real estate private placements, best practices for navigating an uncertain economy, lessons learned from the pandemic, and what investors can do to prepare for the next recession. Must know

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The Brand New World of Investing in Real Estate Online

Commercial real estate capital raising has completely revolutionized since the passing of the JOBS Act of 2012. Adam Gower, founder of Gower Crowd, explores the myths surrounding real estate syndication (crowdfunding) and explains how to reduce real estate investment risk. Discovering the hidden secrets of real estate private equity – from piggybacking to the big guys.

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Using C-Pace to reduce equity and increase IRR

Commercial Property Assessment Clean energy (C-Pace) is often referred to as “alternative financing”, which some developers and investors view as table stake for their capital stack. a panel featuring Pace Loan Group CEO Rafi Golberstein; Jesse Hallstrom, CFO, Pace Loan Group and Andy Sinclair, CEO, Midloch Partners; and explained why C-Pace is more than just financing for sustainable upgrades—and how it can be used as an equity reducer to increase returns.

See here.

Tax-Advanced Finance for Syndicated Real Estate Investments

The panel discussed three techniques from the tax planning world—Section 1031 Exchanges, DST and Qualified Opportunity Zones—and how sponsors can use tax-advantaged structures to help attract more investors and larger investment outlays. Why are investors interested in these vehicles, and whether this kind of funding will be available to sponsors who want to build them. Speakers included Matthew Rapaport, Esq., LLM, Vice Managing Partner, Falcon Rapaport and Berkman; Christopher Urso, Managing Partner, URS Capital Partners; Kenneth L. Jakin, Senior Managing Director, Newmark Capital Markets; and Gary Callahan, Eastern Board of Directors, Senior Vice President, Inland Securities.

See here.

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