Broadcast Date: Wednesday, February 08, 2023
from 12:00 pm to 1:30 pm (ET)
Overview:
Managing lease agreements for commercial real estate remains dynamic and complex, presenting various compliance challenges with ever-changing lease accounting standards (ASC 842, GASB 87, and IFRS 16). To stay on top of these changes, many organizations are now considering the use of dedicated technologies for more enhanced and centralized lease management processes.
However, as the legal environment and market conditions continue to shift, businesses concerned must keep up to date with current and emerging developments to implement proper lease controls and avoid potential risks.
Join a panel of key thought leaders and distinguished experts organized by The Knowledge Group as they provide the audience with an in-depth analysis of the latest trends, opportunities, and challenges in lease administration. Speakers will also offer effective strategies to help businesses navigate this evolving regulatory paradigm.
Key topics include:
- Commercial Real Estate: Trends and Developments
- Lease Management: Emerging Opportunities and Challenges
- Leveraging Technology for Lease Management
- Best Strategies
- What’s Ahead?
Learning Objectives:
- Determine emerging trends in the commercial real estate market including new lease accounting standards and modern lease administration.
- Identify critical issues and key considerations on commercial real estate investing.
Credit:
Course Level:
Intermediate
Advance Preparation:
Print and review course materials
Method of Presentation:
On-Demand Webcast
Prerequisite:
General knowledge of real estate finance
NY Category of CLE Credit:
Areas of Professional Practice
NASBA Field of Study:
Business Law – Technical
Course Code:
1410330
Total Credits:
1.5 CLE
1.5 CPE (Not eligible for QAS (On-demand) CPE credit)
How to Claim CLE Credits Per State:
https://knowledgewebcasts.com/how-to-claim-cle-credits-per-state/
CLE State Requirements:
https://knowledgewebcasts.com/cle-state-requirements/
CPE State Requirements:
Speaker Panel:
Marc Betesh, Executive Chairman & Founder
Visual Lease
Marc founded Visual Lease in 1996. Under his leadership, Visual Lease grew from a point solution to a robust platform, expanding its customer base to include 1,000+ organizations of all sizes and industries. Today, Marc serves as Founder & Executive Chairman of the organization, helping to guide the company’s continued growth and solution innovation.
He is an expert in lease negotiation, lease management, and lease accounting negotiation and has been featured in Forbes, The Real Deal, GlobeSt., and more. Additionally, he often lectures on lease topics at New York University’s Real Estate Institute, AECRE, American Bar Association, Association of the Bar of the City of New York, Practicing Law Institute, ICSC and the Institute of Internal Auditors, and is regarded as a top faculty at CoreNet Global Learning.
An attorney by training, he practiced law in New York City and negotiated commercial leases for some of the largest companies in the country. He is a member of both the New York and New Jersey Bar Associations and holds a J.D. from Georgetown University.
Joe Fitzgerald, SVP, Lease Market Strategy
Visual Lease
Joe joined Visual Lease with decades of experience from several senior finance and operations roles for organizations in the healthcare, business services, real estate, and leasing sectors.
Before Visual Lease, Joe worked at EY (Ernst & Young), where he served as the firm’s Lease Accounting Technology Leader helping clients to navigate the technology landscape for the new lease accounting standards.
Joe is a Certified Public Accountant in New York and New Jersey and holds a B.A. in Accounting from Pace University.
Heather McClure, Senior Director, Capital Markets
Walker & Dunlop
Heather McClure is responsible for nationwide structured finance executions on multifamily, single-family build-to-rent, industrial, retail, office, and hospitality properties at Walker & Dunlop.
Prior to joining Walker & Dunlop, Ms. McClure was Senior Vice President of Capital Markets at Behringer, an investment management firm. There, she structured, executed, and managed $1.9 billion in debt financings on 14,000 apartment units, 1,000,000 SF of office space, a large iconic hotel with mixed use, and foreign industrial and retail.
Ms. McClure has received the Dallas Women in Business Award as well as a Women of Influence award. She received a BBA in Accounting and a BA in Latin American studies from Texas A&M University, as well as an MBA from the University of Texas.
Alexander J. Szikla, Founder
Rockson Advisory
Alexander J. Szikla previously served on Meridian Capital’s Healthcare Group helping raise approximately $3 billion in debt and equity placements in addition to working on select advisory and sales engagements for owners, operators and developers of skilled nursing facilities, assisted/independent living facilities, hospitals, dialysis centers, etc.
Prior to joining Meridian, Alex served as the Head of Acquisitions at Newcastle Realty Services working alongside the firm’s President to spearhead growth and broaden the firm’s national footprint through expansion into the multifamily and student housing sectors. Alex also co-founded the Plato Student Platform which provides construction and asset management services while overseeing the portfolio’s student housing investments.
Agenda:
SEGMENT 1:
Marc Betesh, Executive Chairman & Founder
Visual Lease
and
Joe Fitzgerald, SVP, Lease Market Strategy
Visual Lease
- Most people are stunned to find out that after headcount-related expenses, leases (real estate, fleet, equipment, land and more) are typically the second largest expense for organizations.
- To further complicate matters, leases are very dynamic agreements; they are often subject to changes that need to be documented, tracked and reported over time to ensure proper, ongoing compliance with the lease accounting standards (ASC 842, GASB 87 and IFRS 16).
- With leases now being represented on the balance sheet, these agreements are a priority to the Office of Finance – this critical shift has provided businesses with an opportunity to get a handle on their leases.
- If businesses do not implement proper lease controls, they open themselves up to a range of risks. In fact, an overwhelming four out of five tenants experienced negative impacts to their business due to inadequate internal controls including the inability to respond to changing circumstances due to the pandemic, missing an option to extend a deadline, miscalculating lease costs, the inability to update an unwanted or unfavorable term, missing a reimbursement or incentive, overpaying rent or expenses and incurring the landlord’s responsibilities.
- While adopting dedicated technology might seem like extra work and an added expense, the truth is it's much more efficient and less costly in the long run.
SEGMENT 2:
Heather McClure, Senior Director, Capital Markets
Walker & Dunlop
Update on real estate equity and debt markets
- Brief overview of recent increases in Treasury
- Debt
- Lower loan to cost due to changes in underwriting
- Increase in rates coupled with more stringent underwriting assumptions, specifically rent growth assumptions and market exit or refinance test
- Issues impacting banks and thereby availability of capital
- Contraction of SASB market
- Life company and debt fund options
- Agencies for MF
- Equity underwriting changes
- Market rent growth
- Exit caps
- Construction pricing
- Pref vs. JV
- Investment sales updates
- Cap rates
- Per pound considerations
- Property types in favor or out of favor
- Primary property types
- Recent “hot” properties – BFR, cold storage, MF, self-storage
- Geographic considerations
SEGMENT 3:
Alexander J. Szikla, Founder
Rockson Advisory
- How to Get Deals Done in a Rising Interest Rate Environment?
- How Did We Get Here?
- Historical Inflation
- Federal Reserve Overview
- Historical Interest Rates
- Central Bank Balance Sheet Size
- S&P 500 Year to Date
- What Does This Mean for Real Estate Investors?
- Cost of Borrowing
Date & Time:
Wednesday, February 08, 2023
12:00 pm to 1:30 pm (ET)
Who Should Attend:
- Chief Financial Officers
- Chief Accounting Officers
- VPs/Heads/Directors of Finance
- Financial Managers
- Accountants
- Controllers/Comptrollers
- Real Estate Finance Lawyers
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