Distressed Real Estate Loan Acquisitions: Due Diligence Strategies and Contract Considerations

Best Practices For Buyers and Sellers of Commercial Mortgage and Mezzanine Loans

Recording of a 90-minute CLE webinar/teleconference with Q&A


Conducted on Tuesday, August 30, 2011
Recorded event now available


This CLE webinar will provide guidance for real estate counsel on key due diligence issues involved in distressed real estate loan acquisitions. The panel will outline strategies to identify and mitigate risks and liabilities during the deal—and offer best practices for crafting risk mitigation contractual provisions.

Description

Acquiring distressed commercial mortgage and mezzanine loans presents a myriad of legal and financial risks for buyers and lenders. Because distressed loan acquisitions often occur in a compressed time frame, shortcuts taken during due diligence could lead to grave mistakes.

Counsel for buyers and sellers should carefully review and evaluate all loan documents, including any intercreditor agreements, pooling and servicing agreements, and relevant participation or co-lender agreements, to ensure that their clients’ interests are sufficiently protected.

Buyers and sellers counsel should also take additional steps to mitigate risk, including carefully negotiating representations and warranties clauses and thoughtfully crafting remedies provisions in the event of breach.

Listen as our authoritative panel of attorneys explains effective due diligence strategies for buyers and sellers of commercial mortgage and mezzanine loans. The panel will outline strategies to identify and mitigate risks and liabilities during the loan acquisition.

Outline

  1. Review of loan documents
  2. Review of real estate asset
  3. Intercreditor issues
    1. A/B loans
    2. Senior mezzanine lender
    3. Pooling and servicing agreements
  4. Purchase contract negotiation strategies

Benefits

The panel will review these and other key questions:

  • What factors help determine the extent and type of due diligence sufficient for distressed real estate loan acquisitions?
  • What are the best practices for evaluating and managing legal and financial risks when buying or selling commercial mortgage and mezzanine loans?
  • How can representations and warranties provisions be used to protect against unforeseen or overlooked diligence tasks?

Faculty

Daniel B. Guggenheim,
Pircher Nichols & Meeks, Los Angeles

He has experience representing mortgage and mezzanine lenders, commercial and residential developers, and opportunity and hedge funds in all aspects of transactional real estate, including acquisitions and dispositions of real estate and related debt instruments, workouts, development projects, and debt and equity financings (with a focus on joint ventures).

Bruce E. Prigoff, Partner
Cox, Castle & Nicholson, San Francisco

He represents real estate capital markets lenders and investors in bridge and mezzanine financing, A/B structured loan transactions, equity investment and discounted acquisitions of mortgage loans, mezzanine loans and B Notes. He possesses extraordinary expertise in the purchase and sale of distressed performing and non-performing loans, loan portfolios and properties.

Ordering

Online CLE - Audio Recording

Includes audio streaming of full program plus handouts (available 24 hours after live seminar).

CLE: Pre-approved for participatory or non-traditional/alternate format credit in: CA, HI*, NY*, WV*. Pre-approved for self-study credit in: AK, AZ, GA, MO, MT, TX, VT, WA.
Upon request, also available in: CO, CT*, FL, ID, KY, LA*, ME, NC, ND, NE, NH, NM, NV, OR*, SC, TN, UT, WI, WY. If you are applying for credit in one of these states, make sure to select those states when placing your order.
(*Indicates that Strafford must report attendance.)

Online CLE Audio $297.00
Available 24 hours after the live event

How does this work?


Recorded Event

Includes full event recording plus handouts (available after live seminar).

CLE: Pre-approved for self-study credit in: AK, AZ, CA, CT, GA, HI, MO, MT, NY, TX, VT, WA, WV. Upon request, self-study credit is also available in: CO, FL, ID, KY, ME, ND, NE, NH, NM, NV, OR, UT, WI, WY. If you are applying for self-study credit in one of these states, contact Strafford CLE at 1-800-926-7926 ext. 35 or CLE@straffordpub.com.

Webinar Download (Slide Presentation with Audio) $297.00
Available three business days after the live event

How does this work?

DVD (Slide Presentation with Audio) $297.00 plus $9.45 S&H
Available ten business days after the live event

MP3 Download (Audio with Slide PDFs) $297.00
Available 24 hours after the live event

How does this work?

CD (Audio with Slide PDFs) $297.00 plus $9.45 S&H
Available ten business days after the live event

Webinar/Teleconference

Strafford webinars/teleconferences offer several options for participation: online viewing of speaker-controlled PowerPoint presentations with audio via computer speakers or via phone; or audio only via telephone (download speaker handouts prior to the program).  Please note that our webinars do not feature videos of the presenters.

Program Materials

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Program Materials

Requires Adobe Reader 8 or later. Download Acrobat FREE.

or call 1-800-926-7926

Can't Attend the Live Program?

CLE Credit

Strafford's live seminars qualify for CLE in every state that accredits webinars. They offer you a high quality, cost effective, and convenient CLE option, with no lost travel time or expenses.

More Details >

or call 1-800-926-7926

Customer Reviews

Very good current, practical and applicable discussion and information provided.

Matthew Moore

Clawson & Staubes, LLC

The presentation was not too long, but included a great deal of information. The speakers kept to their times and provided an opportunity for questions at the end.

Amy E. McShane

Phillips Lytle LLP

The program covered a fair amount of material in a short time period.

Dawn Sharff

Bradley Arant Boult Cummings LLP

I appreciated that there was a great deal of current case law on the subject and the speakers were concise and informative.

Thomas G. Mancuso

Haskell Slaughter

The program was very thorough, stayed on topic and was well organized.

Thad Wilson

King & Spalding LLP

or call 1-800-926-7926

Real Estate Law Advisory Board

David A. Barksdale

Partner

Alston & Bird

Jacob Bart

Partner

Stroock & Stroock & Lavan

Brian W. Blaesser

Partner

Robinson & Cole

Ronald B. Grais

Of Counsel

Jenner & Block

Ren R. Hayhurst

Partner

Bryan Cave

Thomas C. Homburger

Of Counsel

K&L Gates

Susan C. Tarnower

Counsel

Kilpatrick Townsend & Stockton

Clark T. Thiel

Partner

Jones Day

or call 1-800-926-7926

Our Guarantee

Strafford webinars and teleconferences are backed by our 100% Unconditional Money-Back Guarantee: if you are not satisfied with any of our products, simply let us know and get a full refund. For more information regarding complaints and refunds, please contact us at 1-800-926-7926 ext 10.