PAST EVENTS

DECEMBER 16, 2016

ADVANCED 1031 TAX DEFERRED EXCHANGE TECHNIQUES was the topic at The Loan Committee luncheon held on December 16, 2016 at the Westin-Cypress Creek.  DIANE RIVERA, CES®, Vice President, with IPX1031®’s South Florida office was the speaker. Diane has over 19 years of 1031 industry experience. She has held the prestigious Certified Exchange Specialist (“CES®”) designation with the Federation of Exchange Accommodators since 2005, a professional designation earned by less than 300 exchange counselors in the country.  IPX1031® focuses solely on 1031 Tax Deferred Exchanges. As the national leader in 1031 Exchange services, IPX1031® has the financial assurances, security and expertise essentials. ADAM VON ROMER, CCIM with Century 21 KoRes Commercial MC’d the event.

SEPTEMBER 8, 2016

PROPERTY TAX APPEALS DO’S AND DONT’S! was the topic at The Loan Committee luncheon held on September 8, 2016 at the Westin-Cypress Creek.  Broward County Property Appraiser LORI PARRISH, CFA, discussed “10 Things You Should Know Before Filing a Tax Appeal”BARRY GRUENFELD, President with Assessment Evaluations, Inc., discussed “10 Mistakes to Avoid in the Tax Appeal Process”ADAM VON ROMER, CCIM with Century 21 KoRes Commercial MC’d the event.

JUNE 3, 2016

THE ART OF THE NNN CRE DEAL was the topic at The Loan Committee luncheon held on June 3, 2016 at the Westin-Cypress Creek.  ADAM VON ROMER, CCIM with Century 21 KoRes Commercial discussed “Zeroing in on the Zero Cash Flow Transaction“.   SACHIN MEHROTRA, Association & Investment CRE Financing Professional, discussed “NNN Credit Risk & Leverage”.

APRIL 15, 2016

ROBERT SHAPIRO, President with Master Development and PETER FLINT, Director of Development for the Southeast Region with Kimco Realty, were the guest speakers at the April 15th Loan Committee luncheon to discuss their newest project. Dania Pointe is a 102 acre premier mixed-use development with over 1 million square feet of retail and restaurants in addition to Class A offices, hotels, luxury apartments and public event space. Dania Pointe’s accessibility from Interstate 95 and immediate proximity to the Fort Lauderdale-Hollywood International Airport, Port Everglades Cruise Port and the DCOTA Design Center make it an attractive retail destination in Broward County.

JANUARY 15, 2016

HOW TO ACHIEVE A STRESS FREE 40-YEAR MULTI-FAMILY CONDOMINIUM RE-CERTIFICATION  was the topic at The Loan Committee luncheon held on January 15, 2016 at the Westin-Cypress Creek.  ADAM VON ROMER MC’d the event, and VISHNU SHARMA, CPA CFE, with Sharma & Associates, Inc., served as panel moderator.  Panelists included LISA MAGILL, ESQ., with Kaye Bender Rembaum, MARISOL RODRIGUEZ BASULTO, ESQ., with Mirza Basulto & Robbins, LLP, SACHIN MEHROTRA, Association & Investment CRE Financing Professional, and S.S. RAJPATHAK, P.E., S.I., C.P.S., with SRI Consultants, Inc.

DECEMBER 10, 2015

The Loan Committee and CCIM-Broward held a joint 2015 Holiday Party and Wine Tasting Event on December 10, 2015.  The event was hosted by First Citizens Bank in Coral Springs.

OCTOBER 8, 2015

HOT TOPICS AND TRENDS IN SBA FINANCING – WHAT’S NEW ON THE HORIZON? was the topic at The Loan Committee luncheon held on October 8, 2015 at the Tower Club.  ADAM VON ROMER MC’d the event, and MITCH FOGEL, Esq. with Fogel Law Group served as panel moderator.  Panelists included JONEL HEIN, Deputy District Director for the SBA’s South Florida District Office, MIGUEL GONZALEZ, Assistant District Director of the SBA, DEBORAH PETRELL, SVP with Florida First Capital Finance Corporation (FFCFC), LIUDMILA ESQUERDO, Vice President, SBA Operations Administrator with Total Bank, and RICH McCLINTOCK, Vice President with JP Morgan Chase Bank NA.

The presentation included:

• Why SBA Financing is Good for Your Clients…and YOU!
• Working with the SBA (or How to Properly Use SBA Financing for Your Deals)
• Underwriting and Eligibility Topics for SBA 7(a) and 504 Loans
• Documenting SBA 7(a) and 504 Loans…pre-Approval and Loan Closing
• How to Work with the CDC in SBA 504 Loans…Before, During and After the Closing
• The Closing:  Where the Rubber meets the Road

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SEPTEMBER 11, 2015

CONSTRUCTION FINANCING was the topic at the September 11th Loan Committee & CCIM-Broward joint meeting held at the Westin-Cypress Creek.  ADAM VON ROMER was the meeting moderator.  STEVE SANZONE, EVP with Stonegate Bank and RICK ZIMMER, P.E. and President with Zimmer Construction Consultants discussed:

  • Can you build before you receive a permit?
  • Can you draw on your loan for materials manufactured abroad prior to shipping?
  • How is construction financing affected?

MAY 22, 2015

Panelists ADAM VON ROMER, SACHIN MEHROTRA and MITCH FOGEL presented “Anatomy of a Commercial Investment Real Estate Transaction”.  Highlights included:

  • How to identify a “Real” transaction
  • Underwriting Considerations
  • Due Diligence Requirements
  • Is it a good deal or not?
  • Banking and Lending Aspects of the deal
  • How to get financed – When to use a conventional lender and when to use non-bank institutions
  • Underwriting criteria that could make or break a deal
  • The Proper Structure of the Transaction
  • Legal Aspects and Transaction Pitfalls
  • Best Practices and Practical Considerations

FEBRUARY 18, 2015

LARRY J. BEHAR, Esquire, with Behar Law Group, was the keynote speaker at the February 18th joint Loan Committee – CCIM Broward networking luncheon at the Tower Club. Author of “EB-5 United States Immigration through Investment”, Mr. Behar, addressed one of the few remaining options in bank financing for creative U.S. developers.  “Using EB5 in Financing Your Capital Stack” highlighted the following:

Recent Program Changes
Equity Investor Profile
Threshold Requirements
The EB5 Dream Team
Tax Consequences
Preferred Investments
Timelines & Escrow for Investment & Development
Markets
Exit Strategies
Top 10 Successful Projects

DECEMBER 11, 2014

The Loan Committee and CCIM Florida Chapter East Cost District co-hosted a Lender Panel & Holiday Spectacular at the Marriott-Delray Beach on December 11, 2014.  NEIL EFRON, CCIM, Executive Vice President with Noble Properties MC’d the event.  Panelists included:  DAVID LUKES, Senior Vice President-City National Bank, SAM KUPPERSMITH, Managing Director-Cantor Commercial, FRED ROXAS, Vice President-Seacoast National Bank, SAUL HOPPENSTEIN, Vice-President-Berkadia Mortgage, and  ANNE STEWART, Managing Director-Guggenheim CRE Finance.

NOVEMBER 14, 2014

KAREN GILMORE, Vice President and Regional Executive with the Federal Reserve Bank of Atlanta’s Miami Branch presented a perspective from the Federal Reserve on Monetary Policy and the 2015 Economic Outlook at the November 22, 2014 Loan Committee luncheon.  The event was held at the Tower Club, in Fort Lauderdale, FL.

JULY 22, 2014

SBA – LENDING FROM THE EXPERTS! was the topic at The Loan Committee luncheon held on July 22, 2014 at the Tower Club.  ADAM VON ROMER MC’d the event, and MITCH FOGEL, Esq. with Fogel Law Group served as panel moderator.  Panelists included JONEL HEIN, Deputy District Director for the SBA’s South Florida District Office, MIGUEL GONZALEZ, Assistant District Director of the SBA, DEBORAH PETRELL, SVP with Florida First Capital Finance Corporation (FFCFC), BRUCE BODDIE, SBA Business Development with Wells Fargo Bank, and ERIC SERVAITES, Vice President with Stonegate Bank.

The presentation included:

• Why SBA Financing Matters to You and Your Clients
• How to Properly Use SBA Financing for Your Deals
• The Role of the SBA in Government-Guaranteed Lending
• Underwriting Processes and Eligibility Topics for SBA 7(a) and 504 Loans
• Documentation requirements for SBA 7(a) and 504 Loan Approval
• The Critical Function of the CDC in SBA 504 Loans…Before, During and After the Closing
• The Closing: Where the Rubber meets the Road
• Closing Obstacles & Gotcha’s

MAY 16, 2014

Commercial real estate professionals had a chance to see the newest products offered by several premier lending institutions at the 2nd Annual LENDERPALOOZA event held at the RCA Auditorium on May 16, 2014. Sponsors included PNC Bank, Florida First Capital Finance Corporation, Cay Title and Aruba Services. A panel discussion that included south Florida’s most active commercial and business lenders highlighted the event with the following speakers: Deborah Petrell (Florida First Capital Finance Corporation), Teresa Salemi (PNC Bank), Rod Trzcinski (IDB Bank), Nace Cohen (1031 Exchange Connection), Aristea Lucido (Anchor Business Funding) and Tyler Carter (NuView IRA).  The event, hosted by The Loan Committee and the RCA, and moderated by The Loan Committee’s Program Director Adam Von Romer, provided a robust networking opportunity that gave guests and members a chance to exchange information. Many thanks to the RCA’s Maureen Miller for coordinating such a successful event.

MARCH 11, 2014

MS. CYNTHIA LUCAS with Engineered Tax Services discussed Cost Segregation & Section 179D Federal Energy Tax Deduction at The Loan Committee and the Commercial Finance Association joint meeting that was held at the Lauderdale Yacht Club on Tuesday, March 11, 2014.

NOVEMBER 22, 2013

LARRY J. BEHAR, Esquire, with Behar Law Group, was the keynote speaker at the November Loan Committee networking luncheon at the Tower Club. Author of “EB-5 United States Immigration through Investment”, Mr. Behar, addressed one of the few remaining options in bank financing for creative U.S. developers.  The EB5 (Employment Based Fifth Preference) concept was created by the Immigration Act of 1990, and offers a visa opportunity for immigrant investors.  This visa provides a method of obtaining a green card for foreign nationals who invest money in the United States.

SEPTEMBER 27, 2013

Stiles Realty President PAUL MARKO was the keynote speaker at the September Loan Committee networking luncheon at the Tower Club.  The history of Stiles and the positive impact that their projects have had in the community was discussed, as well as an overview of future development plans for the company and 2014 market expectations.

JULY 19, 2013

The Life Cycle of an SBA Loan was the topic at The Loan Committee luncheon held on July 19, 2013 at the Tower Club.  The panel included MIGUEL GONZALEZ, Assistant District Director of the SBA, MITCH FOGEL, Esq. with Fogel Law Group, JENI CHOKRON, VP with SunTrust Bank, RICK VON MINDEN, SBA Business Development Officer with TD Bank, and ALEJANDRO BUITRAGO with Florida First Capital Finance Corporation.  The presentation included a discussion of governments role and addressing lender and borrower concerns, the pre-underwriting and underwriting process, 7A and 504 eligibility requirements, documentation requirements for 504 loan approval, CDC’s role, and the closing process – obstacles and pitfalls.


JUNE 21, 2013

Commercial real estate professionals had a chance to see the newest products offered by several premier lending institutions at the 1st Annual LENDERPALOOZA event held at the RCA Auditorium on June 21, 2013. Representatives from PNC Bank, Wells Fargo, TD Bank, Total Bank, Seacoast National Bank, Capital Source, and Ready Cap Commercial showcased their services to nearly 100 participants. Non-lender sponsors included The Fitzgerald Group, Brown & Brown Insurance, Aruba Services and SGF Environmental Consultants. The event, hosted by The Loan Committee and the RCA, and moderated by The Loan Committee’s Program Director Adam Von Romer, provided a robust networking opportunity that gave guests and members a chance to exchange information. Many thanks to the RCA’s Maureen Miller for coordinating such a successful event.

MARCH 12, 2013

Dodd-Frank was the topic at The Loan Committee / Commercial Finance Association joint luncheon that was held on March 12, 2013 at the Lauderdale Yacht Club.  KEITH COSTELLO, President & CEO with Broward Bank of Commerce, IAN BERKOWITZ, Esq. with Berkowitz & Associates, PA, and ROBERT BRIGHTON, Jr., Partner with Shutts & Bowen, LLP, provided the attendees with up to date information on what to expect with this new legislation.

 

JANUARY 18, 2013

DR. HUGH KELLY, Economist, was the keynote speaker at The Loan Committee breakfast held at the Tower Club on January 18, 2013.  Dr. Kelly presented “Beyond the ‘Cliff’ Notes” – America’s Economy and Real Estate Markets 2013.  Wealth Generation since 2009, a discussion of where institutional money fund capital has gone, and the secular downward trend in interest rates since 1995 were highlighted.  Dr. Kelly expects easy monetary policy for the next two years, even if job growth accelerates.  Click here to see Dr. Kelly’s presentation.

NOVEMBER 16, 2012

LORI PARRISH, CFA, Broward County Property Appraiser (BCPA) was the keynote speaker at The Loan Committee breakfast held at the Tower Club on November 16, 2012.  Mr. Dan Hafner, MAI, Commercial Senior Coordinator, and Mr. Robert Zbikowski, MAI, Commercial Senior Appraiser with the BCPA also addressed the group.  What to expect in 2013 and beyond based on trends over the last four years was discussed, as well as a discussion of recent changes (legal, etc.) that members of The Loan Committee should be aware of.  Attendees included south Florida lenders and commercial real estate professionals.

SEPTEMBER 21, 2012

DAVID SELESKI, President and CEO with Stonegate Bank was the keynote speaker at The Loan Committee breakfast held at the Tower Club on September 21, 2012.  Mr. Seleski gave an informative presentation on recent trends in commercial banking and regulatory updates.  Attendees included south Florida lenders and commercial real estate professionals.

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