Law Seminars International Presents:

The 27th Advanced Conference on New Developments in

Commercial Real Estate Purchases & Sales

Honing your negotiating strategies to reflect the impact of evolving markets, new financing complexities, and recent legal developments

July 25 & 26, 2024

Live via Interactive Online Broadcast

As a value-added bonus, you'll receive access to downloadable audio and video recordings at no additional charge.

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Program Overview

Who Will Benefit from Attending

Attorneys, brokers, property managers, owners, buyers, appraisers, Limited Practice Officers, and other real estate professionals

Why You will Benefit from Attending

Our 27th Advanced Conference on Commercial Real Estate Purchases & Sales will give you an update on the current market, insights on how your colleagues are addressing challenging and complex issues, and ideas for thorny provisions in purchase-and-sale documents.

The conference addresses pivotal stages of purchase-and-sale transactions and current topics affecting the negotiation of these transactions. To set the stage, you will hear a discussion of the current market from business decision-makers and consultants in the mixed-use, multifamily, single-family, commercial, and healthcare real-estate industries.

We will then take you on a deep dive into staples of the due-diligence process: title and survey matters, land-use issues, and environmental review. We will explore two special topics in the current market: the push for more affordable housing and the purchase and sale of troubled assets. You will hear an update on current issues in escrow and closing, including e-recording and effective ways to address cybersecurity concerns.

We will wrap up with practical tips from a panel of experienced real-estate attorneys on how to tweak your negotiating strategies in light of current market conditions and evolution of the substantive law. Lawyers will have an opportunity to pick up an ethics credit focused on the ethical issues that arise in our work.

This conference is a must for anyone who wants to understand the broad range of issues presented by commercial real estate purchases and sales in today's market. Register now to reserve your virtual seat!

~ Kurt Kruckeberg, Esq. of Hillis Clark Martin & Peterson and Stacy W. Marchesano, Esq. of Alston Courtnage & Bassetti, Program Co-Chairs

What You Will Learn

  • * Market update
  • * Buyer due diligence
  • ~ Title and Survey issues
  • ~ Land Use issues
  • ~ Building and Environmental issues
  • * Financing and other Affordable Housing issues
  • * Acquisition of troubled properties
  • * Escrow and closing issues
  • * Adapting negotiating strategies to current market conditions
  • * Ethical issues for lawyers

What Participants Have Said About Similar Programs

  • "The seminar was very well presented, and the presenters were top notch. Thank you for your efforts and those of the presenters."
  • "All the presenters were well prepared.
  • "You always get the best speakers"
  • "Excellent (as always)."

Agenda Day 1

9:00 am

Introduction & Overview

Kurt Kruckeberg, Esq. , Program Co-Chair
Hillis Clark Martin & Peterson / Seattle, WA

Stacy W. Marchesano, Esq. , Program Co-Chair
Alston Courtnage & Bassetti / Seattle, WA

9:15 am

The Market Today: A Big Picture Look at How It Is Being Shaped by Evolving Buyer Demands and Available Properties Constraints

Perspectives on evolving market trends as the region adapts to post-Covid economic opportunities and settles into new hybrid work models

Steve Schwartz , Moderator, Sr. VP
CBRE / Seattle, WA

Nicole Wenzel , Associate Vice President
MultiCare Health System / Tacoma, WA

Alex A. Wilford, Esq. , VP of Land Acquisition
The New Home Company / Issaquah, WA

Tejal Pastakia
Pastakia & Associates / Seattle, WA

Jill Cronauer , Chief Operating Officer
Hunters Capital Real Estate / Seattle, WA

10:45 am

Break

11:00 am

Buyer Due Diligence: Title and Survey Issues

Common issues that arise when coordinating among parties, surveyors, and title companies; avoiding miscommunication and pitfalls; encroachments, easements, and other third-party interests; estoppels; infrastructure capacity charges; other common surprises

Darnella Ward, Esq. , VP/Commercial Counsel
Chicago Title Insurance Company / Seattle, WA

Kathleen Sirianni, Esq. , AVP, Commercial Counsel
Chicago Title Insurance Company / Seattle, WA

12:00 pm

Lunch Break

1:15 pm

Buyer Due Diligence (cont'd): Land Use Issues and How Land Use Law Affects Due Diligence

Recent and expected future changes land-use law; how to deal with zoning issues including zoning reports and code violations, third-party zoning reports, custom zoning letters, zoning endorsements, permit opinions, and comprehensive plan amendments

Abigail Pearl DeWeese, Esq.
Hillis Clark Martin & Peterson / Seattle, WA

Joshua Friedmann, Esq.
Hillis Clark Martin & Peterson / Seattle, WA

2:45 pm

Break

3:00 pm

Buyer Due Diligence (cont'd): Building and Environmental Assessment Issues

Conducting Phase I and II assessments: Issues to resolve before selecting an approach to assessing the environmental condition of commercial real estate and how to resolve common problems; new developments for this highly regulated part of our industry

Michael J. Mahoney, Esq.
Schwabe Williamson & Wyatt / Seattle, WA

John McCorkle , Principal
Landau Associates / Seattle, WA

4:00 pm

Acquisition of Troubled Properties

Benefits and considerations in distressed asset purchases and sales in bankruptcy, receivership, foreclosure, and more

Mallory L.B. Satre, Esq.
Snell & Wilmer / Seattle, WA

5:00 pm

Adjourn Day1

Friday, July 26, 2024

9:00 am

The Push for More Affordable Housing: Special Issues in Closing an Affordable Housing Transaction

A look at what goes on behind the scenes when the deal includes affordable-housing components, including the challenge of working with multiple funding sources for different aspects of the transaction

Rebecca L. Gobeille, Esq. , GC and Chief Compliance Officer
Habitat For Humanity Seattle - King & Kittitas / Seattle, WA

Sallie Lin, Esq.
Stoel Rives / Seattle, WA

Rebecca Wold, Esq. , Director of Real Estate Development
Habitat For Humanity Seattle - King & Kittitas / Renton, WA

10:30 am

Break

10:45 am

Escrow and Closing Issues

Common escrow problems and closing disputes between buyers and sellers including issues relating to return of earnest money; best practices for holdback agreements and escrow instructions; drafting tips for agreements on closing dates and conditions

Kirsten Nelsen, Esq.
Perkins Coie / Seattle, WA

Amanda Johnson, LPO , Commercial Escrow Officer
First American Title / Seattle, WA

12:15 pm

Lunch Break

1:30 pm

The Dance of Negotiation

Adapting your negotiating strategy to current market conditions and changes in the relative leverage between buyer and seller; ideas for solving tricky negotiating situations and topics

Kurt Kruckeberg, Esq. , Program Co-Chair
Hillis Clark Martin & Peterson / Seattle, WA

Stacy W. Marchesano, Esq. , Program Co-Chair
Alston Courtnage & Bassetti / Seattle, WA

W. Adam Coady, Esq.
Stoel Rives / Seattle, WA

Jessica Mitchell, Esq.
Summit Law Group / Seattle, WA

Charles H. Royce, Esq. LEED AP
K&L Gates / Seattle, WA

Serena Sayani, Esq.
Stokes Lawrence / Seattle, WA

2:45 pm

Break

3:00 pm

Ethical Issues Encountered in Commercial Real Estate Transactions

Application of RPCs in the real-estate context, including disclosure requirements for joint representations and direct adversity situations where disclosure is not enough

Daniel C. Mooney, Esq.
Lee Smart PS / Seattle, WA

4:00 pm

Evaluations and Adjourn

Faculty Bios

Kurt Kruckeberg, Kurt Kruckeberg, Program Co-Chair, is a partner at Hillis Clark Martin & Peterson. His work often involves sophisticated transactions for clients in the education, affordable housing, technology, and healthcare industries. He serves as an adjunct faculty member of the University of Washington College of Built Environments where he teaches Real Estate Law as part of the Master of Science in Real Estate program.

Stacy W. Marchesano, Stacy W. Marchesano, Program Co-Chair, is a partner at Alston Courtnage & Bassetti. She counsels clients through a broad range of real estate transactions, including acquisitions and dispositions of commercial property; commercial leasing of retail, restaurant, office, and industrial space; short-term rentals; residential purchases; and easement agreements. She also advises borrowers and lenders in structuring, documenting, and closing institutional and private equity financing transactions.

Steve Schwartz, Moderator, is a Senior Vice President with CBRE Advisory and Transaction Services specializing in Occupier representation throughout the greater Puget Sound region. Prior to joining CBRE, he was a Managing Director for Tenant Advisory Services at JLL. He also was a founding principal of Pacific Real Estate Partners, a regional brokerage firm, prior to its acquisition by JLL.

W. Adam Coady W. Adam Coady is a partner at Stoel Rives and chair of the firm's Real Estate Industry Group. He represents property owners, developers, lenders, health care providers, investors, and tenants on a wide variety of real estate transactions.

Jill Cronauer Jill Cronauer is the Chief Operating Officer and Designated Broker for Hunters Capital Real Estate. She is responsible for property acquisitions, leasing, and overall business operations and has grown Hunters' portfolio from 160,000 to nearly 600,000 square feet in Seattle.

Abigail Pearl Deweese, Abigail Pearl Deweese, Hillis Clark Martin & Peterson, provides critical insight and advice to residential, commercial, and institutional developers throughout Washington. Her work includes all aspects of land acquisition and development, from initial due diligence to full entitlement and defending appeals.

Joshua Friedmann, Joshua Friedmann, Hillis Clark Martin & Peterson, supports a range of public-private and mixed-use and public-private developments, conservation transactions and other projects with external-facing concerns. He helps clients comply with local permitting processes as well as Washington's State Environmental Policy Act (SEPA), Shoreline Management Act (SMA), Growth Management Act (GMA) and other statutes.

Rebecca L. Gobeille Rebecca L. Gobeille is General Counsel and Chief Compliance Officer at Habitat For Humanity Seattle - King & Kittitas. She oversees the legal landscape across all aspects of development project, including from feasibility and acquisition to financing and ownership structuring to homebuyer sales and post-completion compliance, as well as managing ongoing compliance requirements and relationships with funders, lenders and government agencies.

Amanda Johnson, LPO, Amanda Johnson, LPO, is a Commercial Escrow Officer at First American Title. Before becoming an escrow officer, she was a mortgage loan officer and administrator.

Sallie Lin Sallie Lin is a partner at Stoel Rives. She advises clients on a wide variety of matters related to real estate including financing, leasing, acquisitions, and partnerships. She also counsels clients on development and construction projects, including affordable housing projects that leverage Low Income Housing Tax Credits, tax-exempt bond financing, state and local funding, and equity investment.

Michael J. Mahoney Michael J. Mahoney is a shareholder at Schwabe Williamson & Wyatt focusing on complex environmental and sustainability issues. This includes advising clients on the environmental aspects of corporate and real estate transactions and environmental regulatory matters.

John McCorkle John McCorkle is a Principal at Landau Associates specializing in providing expert technical advice regarding contaminated land management and environmental remediation to clients ranging from private individuals and corporations to state and local governments. In addition to serving on the MTCA Stakeholder and Tribal Advisory Group, he is active in the ASTM, NEBC, and NAIOP.

Jessica Mitchell Jessica Mitchell is a partner at Summit Law Group and leads the firm's Real Estate Practice. She advises her clients on a variety of real estate matters, representing private and public companies, developers, government entities and institutional investors, with an emphasis on commercial leasing, acquisition, disposition and complex real estate development.

Daniel C. Mooney Daniel C. Mooney is a shareholder at Lee Smart PS. His civil defense litigation practice includes Healthcare Malpractice, Healthcare Regulatory & Compliance, Lawyer Discipline, and Legal Malpractice.

Kirsten Nelsen Kirsten Nelsen is of counsel to Perkins Coie where she represents clients in complex purchase and sale transactions, commercial office leasing, and project finance. Her recent focus has been counseling clients on financing affordable housing projects that use low-income housing tax credits, tax-exempt bonds, and equity investment.

Tejal Pastakia Tejal Pastakia is the Managing Principal of Pastakia & Associates. She founded the firm to develop urban infill mixed-use buildings in the Puget Sound region. Project types include urban mixed-use, mixed-income, historic renovation and adaptive reuse, work force housing, and collegiate services.

Charles H. Royce is a partner Charles H. Royce is a partner at K&L Gates practicing real estate and finance law. He represents property owners, investors, developers, lenders, and borrowers in the acquisition and disposition of commercial and public properties. As a LEED Accredited Professional (LEED-AP), he has a thorough understanding of green building practices and principles.

Mallory L.B. Satre, Mallory L.B. Satre, Snell & Wilmer, is a bankruptcy and trial lawyer. She also has extensive experience in receivership actions in Washington.

Serena Sayani Serena Sayani is a shareholder at Stokes Lawrence. Her commercial real estate practice focuses on acquisitions, dispositions, development, construction and leasing. She has structured complex real estate transactions for office, hotel, retail, multifamily and industrial projects across the United States.

Kathleen Sirianni Kathleen Sirianni is an Assistant Vice President and Commercial Counsel at Chicago Title Insurance Company's Seattle National Commercial Services (NCS) operation. She works with attorneys, developers and lenders to facilitate complex commercial real estate closings nationwide.

Darnella Ward Darnella Ward is Vice President and Commercial Counsel at Chicago Title Commercial Services in Seattle. Prior to coming to Seattle, she served as a Commercial Underwriter for Fidelity National Title Insurance Company in New York.

Nicole Wenzel Nicole Wenzel is Associate Vice President of Integration & Strategic Program Delivery at MultiCare Health System. Her recent projects include supporting the complex layers of integration required to drive the seamless transition of Capital Medical Center from for-profit to non-profit status.

Alex A. Wilford is Vice President of Land Acquisition for The New Home Company. He previously worked as Director of Land Acquisition at PulteGroup and as South King County Manager of Government Affairs for the Master Builders Association of King and Snohomish Counties.

Rebecca Wold is Director of Real Estate Development for Habitat For Humanity Seattle - King & Kittitas. She previously served as Habitat's Director of Real Estate Partnerships and as the Managing Director of Community Development at Forterra.

Continuing Education Credits

Live credits: 11.25 WA MCLE & 11.25 WA LPO (inc 1 ethics) | 13.50 WA real estate | 13.50 WA appraiser credits. Upon request, we will help you apply for CLE credits in other states and other types of credits.

I appreciate LSI's seamless segue from registration, an informative seminar, to end result.

Remote Access to the Live Program

The day before the program, we will email you a link to the materials and one to log into the broadcast. Fill out the Zoom "Registration" form by entering your name and email address. That will log you in.

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