Law Seminars International Presents: The 22nd Annual Advanced Conference on

Real Estate Purchases & Sales
The structuring, financing, negotiation, documentation and due diligence of major commercial property sales



March 21 & 22, 2016
Courtyard Seattle Downtown / Pioneer Square in Seattle, WA
-or-
Anyplace you may be via webcast!

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Who Should Attend

Attorneys, real estate professionals, appraisers, brokers, lenders, and other decision makers in the purchase and sale of commercial property

Why You Should Attend

We are pleased to be co-chairing the 22nd Annual Law Seminars Advanced Conference on Commercial Real Estate Purchases and Sales. Attendees will gain current cutting edge knowledge on the structuring, financing, negotiating, documentation and due diligence of major commercial property sale transactions in today's market, and gain insight, valuable tips and strategies from leading real estate attorneys, brokers, and lenders on how to successfully navigate the landmine of issues that often arise in a "real world" con- text. The presentations and panels of the conference faculty are valuable tools for individuals involved in any professional capacity in the acquisition or sale of commercial real estate.

We hope to see you there!

~ Jennifer D. Cobb, Esq., Jameson Babbitt Stites & Lombard PLLC and Brian L. Lewis, Esq., Ryan Swanson & Cleveland PLLC, Program Co-Chairs

What You Will Learn



Agenda

Monday, March 21, 2016

8:00 am

Registration Opens

 
8:30 am

Introduction & Overview

Jennifer D. Cobb, Esq., Program Co-Chair
Jameson Babbitt Stites & Lombard PLLC / Seattle, WA

Brian L. Lewis, Esq., Program Co-Chair
Ryan Swanson & Cleveland PLLC / Seattle, WA

 
8:45 am

How Leading Developers and Investors See Market Trends for 2016

The current environment for sales and acquisitions of commercial real estate; what is hot and not; and how is it likely to change in the coming year?

Jennifer D. Cobb, Esq., Moderator, Program Co-Chair
Jameson Babbitt Stites & Lombard PLLC / Seattle, WA

Dan Ivanoff, Founder and Managing Investment Partner
Schnitzer West LLC / Bellevue, WA

James Bach, First Vice President, Capital Markets
CBRE Group, Inc. / Seattle, WA

Kit Tangen, Vice President, Capital Formation
Bentall Kennedy (U.S.) LP / Seattle, WA

 
10:15 am

Break

 
10:30 am

Update on Conventional Financing: Acquisitions vs. Refinancing; Development Properties vs. Other Ones

Current standard rates and other terms; areas where lenders are most and least receptive to negotiations; potential impact of a Federal Reserve increase in interest rates; how the purpose of the loan and nature of the property affect terms and conditions

Randy Daniels, Executive Vice President, Commercial Real Estate
HomeStreet Bank / Seattle, WA

Gary W. Beem, Founder
Northwest Commercial Mortgage Company / Seattle, WA

Foreign funding sources: Market trends, illustrative projects and tips for avoiding common pitfalls

Gary P. Tober, Esq.
Garvey Schubert Barer / Seattle, WA

 
12:15 pm

Lunch (on your own)

 
1:30 pm

Sticking Points in Negotiating Purchase and Sale Agreements: Tips for Finding Solutions that Work for Both Parties

Buyer perspectives: Representations & warranties; contingencies (timing, triggers, implementation; multiple tiers); adjustments to purchase prices and partially refundable money; survival provisions; liability limitations; extensions; arbitration clauses

Robert W. Sargeant, Esq.
Williams Kastner & Gibbs PLLC / Seattle, WA

Seller perspectives

Thomas ("TJ") J. Parkes, Esq.
Foster Pepper PLLC / Seattle, WA

 
2:45 pm

Real Estate M&A Transactions

Dealmaking trends for acquisition of real estate portfolios

Brian J. Danzig, Esq., Director, Corporate Counsel
Starbucks Coffee Company / Seattle, WA

 
3:15 pm

Break

 
3:30 pm

Joint Ventures: Formation & Operational Issues

Formation issues for joint ventures as an entity; special issues that can arise when a REIT becomes involved; other factors to consider

Steven L. Wood, Esq., Founder and Managing Director
Century Pacific, LLLP / Seattle, WA

 
4:15 pm

Escrow and Closing Logistics and Issues

Recurring issues and tips for better coordination and smoother closing: Documentation and procedural problems; avoiding pro-ration disputes and loan-funding delays

Gregory J. Lawless, Esq.
The Lawless Partnership LLP / Seattle, WA

 
5:00 pm

Continue the Exchange of Ideas: Reception for Faculty and Attendees

Sponsored by Jameson Babbitt Stites & Lombard PLLC and Ryan Swanson & Cleveland PLLC

 

Tuesday, March 22, 2016

8:30 am

Introduction to Day 2

Jennifer D. Cobb, Esq., Program Co-Chair
Jameson Babbitt Stites & Lombard PLLC / Seattle, WA

Brian L. Lewis, Esq., Program Co-Chair
Ryan Swanson & Cleveland PLLC / Seattle, WA

 
8:45 am

Insights from Leading Brokers on Why Some Deals Come Together and Others Don't

You have to know when to hold them, and when to fold them

Brian L. Lewis, Esq., Moderator, Program Co-Chair
Ryan Swanson & Cleveland PLLC / Seattle, WA

David Otis, Vice President - Capital Markets
JLL / Seattle, WA

Trevor Clark, Co-Founder
Suite Partners LLC / Seattle, WA

Craig E. Hill, SIOR, Senior Vice President
NAI Puget Sound Properties / Seattle, WA

 
10:15 am

Break

 
10:30 am

Environmental Due Diligence

New developments in the substantive law with a particular impact on purchase and sale transactions

James A. Tupper, Jr., Esq.
Tupper Mack Wells PLLC / Seattle, WA

Effective use of consultants: Evaluating credentials and the consultant's E&O insurance coverage; issues of confidentiality and privilege; setting up a phased investigation; reviewing the consultant's work for AAI compliance

Michael A. Nesteroff, Esq.
Lane Powell PC / Seattle, WA

Due diligence provisions in the purchase agreement: Drafting tips for documents from the letter or intent through the final agreement

Rebecca L. Gobeille, Esq.
Stoel Rives LLP / Seattle, WA

 
12:00 pm

Lunch (on your own)

 
1:15 pm

Buyer's Due Diligence

Title insurance and survey issues

John W. Jones, Senior Vice President, Senior Commercial Underwriter
Fidelity National Title Group / Seattle, WA

Lease terms and their impact on valuation: How the nature of the property affects the way the buyer should analyze the P&L for the property

Joel M. Gordon, Esq.
Van Ness Feldman LLP / Seattle, WA

 
2:15 pm

Litigation Update: Rights & Remedies

Contract enforcement: Problematic Form 17 elements affecting enforcement rights; trends in claims, defenses, and results

Miriam H. Chung, Esq.
Foster Pepper PLLC / Seattle, WA

Workouts and bankruptcies

Thomas S. Linde, Esq.
Schweet Linde & Coulson, PLLC / Seattle, WA

 
3:30 pm

Evaluations and Adjourn

 


Time Shift Your Content

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Tuition

Regular tuition for in person or webcast attendance for this program is $895 with a group rate of $670 each for two or more registrants from the same firm. For government employees, we offer a special rate of $595. For students, people in their job for less than a year, and public interest NGO's, our rate is $447.50. All rates include admission to all seminar sessions, food and beverages at breaks, and all course materials. Make checks payable to Law Seminars International.

Financial aid is available to those who qualify. Contact our office for more information.

Continuing Education Credits

Live credits: This program qualifies for 11.75 WA CLE | WA RE 14.5 CH (S1109, C9653) | WA LPO 10 CEU. Upon request, we will apply for, or help you apply for, CLE credits in other states and other types of credits.



Location

The conference will be held at the Courtyard Seattle Downtown / Pioneer Square at 612 Second Avenue in Seattle, WA 98104. Call the hotel directly at (206) 625-1111 for reservations at the special negotiated rate of $144 and mention that you are attending a Law Seminars International conference. Rooms are on a first come, first served basis.
More about the Location
Map & Directions

Cancellation & Substitution

You may substitute another person at any time. We will refund tuition, less a $50 cancellation fee, if we receive your cancellation by 5:00 p.m. on Tuesday, March 15, 2016. After that time, we will credit your tuition toward attendance at another program or the purchase of a webcast or audio replay.



Faculty Bios

Jennifer D. Cobb, Program Co-Chair, partner, Jameson Babbitt Stites & Lombard PLLC, represents developers, owners, users, purchasers and lenders in real estate transactions, including development, leasing, sales and acquisitions, entity formation and financing. She is a Super Lawyer and one of Seattle's Best Lawyers.

Brian L. Lewis, member, Ryan Swanson & Cleveland PLLC, focuses on real estate transactions and debtor/creditor relations. He has drafted, negotiated and reviewed purchase and sale agreements, leases, loan documents and development agreements on behalf of lenders, borrowers, real estate developers and institutional land owners, and has worked on projects throughout the City of Seattle and the greater Puget Sound area.
Full bio and contact info for Brian L. Lewis at Ryan Swanson & Cleveland PLLC

James Bach, First Vice President, Capital Markets, CBRE Group, Inc., specializes in debt and equity finance, originates mortgages (construction, bridge, mezzanine and permanent) and equity opportunities for correspondent life insurance companies, banks, pension funds, conduits (CMBS), agency lenders (Fannie Mae, Freddie Mac and FHA-HUD), and credit companies.

Gary W. Beem, Founder, Northwest Commercial Mortgage Company. Previously, he was at George Elkins Co., Peoples Bank Mortgage and Rainier Mortgage (Security Pacific Bank). His responsibilities include commercial loan placement with correspondent life insurance companies and construction lending through the banks.

Miriam H. Chung, of counsel, Foster Pepper PLLC, represents corporations in a variety of commercial lawsuits, including financial institutions and mortgage brokers before state and federal financial institution regulators.
Full bio and contact info for Miriam H. Chung at Foster Pepper PLLC

Trevor Clark, Co-Founder, Suite Partners LLC. Previously, he was a Managing Director at Jones Lang LaSalle, and has represented many Class A office spaces in Seattle.

Randy Daniels, Executive Vice President, Commercial Real Estate Lending Director of HomeStreet Bank, oversees its lending activities, including construction, bridge, and term portfolio loans for properties, including multi-family loans for the Fannie Mae Delegated Underwriting and Servicing Program ("DUS").

Brian J. Danzig, Director, Corporate Counsel, Starbucks Coffee Company, advises Starbucks and Teavana Corporation in real estate and related business transactions.

Rebecca L. Gobeille, attorney, Stoel Rives LLP, focuses on residential and commercial projects, representing for-profit and non-profit real estate developers in construction, financing, and management of affordable housing projects.
Full bio and contact info for Rebecca L. Gobeille at Stoel Rives LLP

Joel M. Gordon, partner, Van Ness Feldman LLP, practices real estate transactions, land use permitting, and environmental matters, for corporate and municipal interests in the acquisition, development, and disposition of raw land, retail centers, infrastructure projects, and industrial and residential properties.
Full bio and contact info for Joel M. Gordon at Van Ness Feldman LLP

Craig E. Hill, Senior Vice President, NAI Puget Sound Properties specializes in investment sales, and acquisitions (office, retail and industrial), including the leasing process.

Dan Ivanoff is Founder and Managing Investment Partner of Schnitzer West LLC, a commercial real estate investment, development, and management company.

John W. Jones, Senior Vice President and Senior Commercial Underwriter, Fidelity National Title Group, is the primary underwriter for the Seattle office.

Gregory J. Lawless, owner, The Lawless Partnership LLP, focuses on real estate, and business/corporation formation. He wrote articles for Bar News, and Washington Lawyers Practice Manual Real Property section, is the Past Chair of the KCBA Real Property section, and is a Super Lawyer.

Thomas S. Linde, member, Schweet Linde & Coulson, PLLC, practices real estate transactions and financing, judicial and non-judicial real property foreclosures, contract forfeitures, evictions, and represents creditors in bankruptcy court proceedings.

Michael A. Nesteroff, shareholder, Lane Powell PC, and member of the Construction and Environmental Litigation Practice Group, focues on environmental litigation and claims for hazardous site investigations, cleanups and cost recovery in Washington, Oregon and Alaska, as well as real estate due diligence and litigation.

David Otis, is a Vice President with Jones Lang LaSalle, and a member of the Seattle Capital Markets Group, providing financial analysis and asset disposition services. He is a strategic client partner and successful negotiator.

Thomas ("TJ") J. Parkes, partner, Foster Pepper PLLC, focuses on real estate development and finance transactions, including entitlement, development, acquisitions and dispositions, leasing, organizational and financial structuring, and joint ventures.
Full bio and contact info for Thomas ("TJ") J. Parkes at Foster Pepper PLLC

Robert W. Sargeant, member, Williams Kastner & Gibbs PLLC, focuses on real property transactions and litigation, for commercial and residential purchasers and sellers, lenders, landlords and tenants, title insurance companies and their agents and insureds, brokers and renewable energy developers.

Kit Tangen is a Vice President at Bentall Kennedy (U.S.) LP, responsibie for investor business development, client relations and investment vehicle formation. Bentall Kennedy is one of North America's largest institutional real estate investment advisors.

Gary P. Tober, owner, Garvey Schubert Barer, counsels on the tax implications of business and investment transactions, consults and renders U.S. tax opinions to foreign governments and foreign pension funds investing in U.S. corporations, start-up enterprises and real estate located in the United States.
Full bio and contact info for Gary P. Tober at Garvey Schubert Barer

James A. Tupper, Tupper Mack Wells PLLC, focuses on environmental law, with an emphasis on water quality, water resources, and shoreline development. He represents business associations and local governments in resolving disputes involving water quality regulation and legislation.

Steven L. Wood, is Founder and Managing Director, CenturyPacific, LLLP. Previously, he was Chief Operating Officer of Burlington Northern's real estate subsidiary. He is experienced in structuring ventures and transactions, asset management and real estate development.