Mixed-Use and Economic Development Financing Structures and Options
Leveraging Construction and Mezzanine Loans, Preferred Equity, Tax Increment and EB-5 Financing, Tax Credit Funds
Recording of a 90-minute premium CLE webinar with Q&A
This CLE course will brief financing counsel on the various financing tools, sources of money, and legal challenges for mixed-use and real estate development projects in the current economic environment. The panel will focus on construction loans, preferred equity, mezzanine loans, tax credit funds, tax increment financing and EB-5 financing.
Outline
- Private investor dollars (preferred equity)
- Traditional lenders
- Mezzanine loans
- Tax credit funds (new market/historic tax credits)
- Tax increment financing
- EB-5 financing
Benefits
The panel will review these and other key issues:
- What are the primary benefits—and risks—of preferred equity investments as a source of financing?
- What are the issues involved in mezzanine lending?
- What challenges do developers face in obtaining financing from traditional lenders?
- What types of projects may benefit from tax increment financing?
Faculty

John R. Orrick, Jr.
Partner
Linowes and Blocher
Mr. Orrick specializes in commercial and real estate finance. He has represented numerous clients in diverse... | Read More
Mr. Orrick specializes in commercial and real estate finance. He has represented numerous clients in diverse transactions including joint ventures, mezzanine loan transactions and other commercial financings. Mr. Orrick has also represented developer groups in TIF/development district municipal bond financings in Maryland.
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Debbie A. Klis
Of Counsel
Ballard Spahr
Ms. Klis concentrates on transactional matters in an array of business, securities, and tax issues. She has... | Read More
Ms. Klis concentrates on transactional matters in an array of business, securities, and tax issues. She has significant experience with financial products, including derivatives, and global equity offerings with multimillion-dollar deal values. She is known for her work with investment management companies, including the formation and operation of EB-5 immigration investment funds, hedge funds, private equity funds, SPACs, real estate funds, oil and gas funds, and international master-feeder structures.
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Daniel J. Kolodner
Partner
Klein Hornig
Mr. Kolodner focuses his practice on community development projects utilizing tax credit financing. He specializes... | Read More
Mr. Kolodner focuses his practice on community development projects utilizing tax credit financing. He specializes in complex deal structuring, combining tax incentives—such as New Market Tax Credits, Historic Tax Credits, Low-Income Housing Tax Credits, and Renewable Energy Tax Credits—state tax credits and other financing sources in a variety of community development projects.
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