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

Conducted on Wednesday, December 10, 2014

Recorded event now available

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Program Materials

This CLE webinar 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.

Description

The real estate project development industry is in an upswing as this cyclical industry continues to heat up.  How can counsel pave the way for project developers to identify and negotiate financing deals?

While financing from traditional lenders is less scarce, savvy industry insiders continue to seek opportunistic sources of financing to increase their return on investment and have greater flexibility which is driving a new era of innovation in real estate finance.

Preferred equity investments, mezzanine loans, tax credit funds (NMTC, HTC, LITC), crowdfunding and EB-5 financing are becoming more common.  Tax incremental financing may be a viable source of financing for urban redevelopment projects.

Listen as our authoritative panel of real estate finance attorneys guides you through the various financing tools and sources of money available for mixed-use and economic development financing, including construction loans, preferred equity, mezzanine loans, tax credit funds, tax increment financing and EB-5 financing. The panel will also address legal issues that can present financing challenges in this post-recession environment.

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Outline

  1. Private investor dollars (preferred equity)
  2. Traditional lenders
  3. Mezzanine loans
  4. Tax credit funds (new market/historic tax credits)
  5. Tax increment financing
  6. 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.
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

Klis, Debbie
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

Daniel J. Kolodner
Daniel J. Kolodner
Partner
Klein Hornig

Mr. Kolodner focuses his practice on community development projects utilizing tax credit financing. He specializes...  |  Read More

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