Real Estate Development From Beginning to End in Oregon

Transcription

1 Real Estate Development From Beginning to End in Oregon Ellen Bachman K&L Gates (Kirkpatrick & Lockhart Preston Gates Ellis LLP) Jeff Bennett Jordan Schrader Ramis PC Tytus W. Harkins Blake E. Robbins Jason White Hawkeye Development, LLC Caroline E.K. MacLaren Black Helterline LLP This seminar is designed for attorneys, presidents, vice presidents, owners, lending professionals, project managers, real estate agents and brokers, business owners and managers, zoning board members, contractors, surveyors, architects, engineers, developers, planners, controllers, CFOs and accountants. Portland, OR August 14, 2008 CONTINUING EDUCATION CREDIT AIA/HSW 6.50 CC 1.0 OR CLE (Pending) OR ENG OR Surveyors CPE 8.0 PMI 6.50 OR RE Keeping You Current. Helping You Succeed.

2 Critical Issues on the Agenda Holiday Inn Portland Convention Center 1441 Northeast 2nd Avenue Portland, OR August 14, :00 am 8:30 am Registration 8:30 am 9:50 am Land Use Issues Review of Local and State Regulations Legislative or Quasi-judicial Distinction Zoning Amendments Land Use Permits Variances Exactions Caroline E.K. MacLaren 9:50 am 10:00 am Break 10:00 am 11:45 am Transactional Issues Jeff Bennett Working With the Developer to Identify and Tie Up Properties Due Diligence Closing the Deal After Entitlements Are Received Implementation of the Developer s Operational and Lease Up or Deposition Strategy 11:45 am 12:00 pm Questions and Answers Jeff Bennett and Caroline E.K. MacLaren 12:00 pm 1:00 pm Lunch (On Your Own) 1:00 pm 2:40 pm Real Estate Finance Issues: Help How Do I Get Financing in a Credit Crunch? Ellen Bachman Public-private Partnerships Private Construction Financing Private Term Financing How to Get Out of State Lenders Comfortable With Oregon Laws 2:40 pm 2:50 pm Break 2:50 pm 4:15 pm Profitability: the Art of Dovetailing to Reduce Risk and Increase the Bottom Line Tytus W. Harkins, Blake E. Robbins and Jason White Low-income Development: Affordability by Tax-deductable Donations and Subordinate Financing Pushing the Clock: Utilizing System-built Technology to Meet Deadlines and Keep Budgets Incorporating Investors Into Real Estate Vision: Leading Your Team With Confidence Efficiency: Bringing Development Practices Into the Office 4:15 pm 4:30 pm Questions and Answers Ellen Bachman, Tytus W. Harkins, Blake E. Robbins and Jason White Lorman Education Services reserves the right to modify the agenda and the faculty when circumstances are beyond our control.

3 Registration Real Estate Development From Beginning to End Portland, OR August 14, Telephone: Website: Fax: Best Value Mail: Mail this form with payment information to Lorman Education Services, Dept. 5382, P.O. Box 2933, Includes a CD Milwaukee, WI recording of this seminar with your Seminar Tuition (includes free manual with attendance) registration $359 for a single registrant $349 each for two or more from the same organization $458 for a single registration ($359) plus CD recording ($99*) of this seminar - Best Value - To Order Products From This Seminar Please allow four to six weeks after the date of the seminar for delivery. $379 CD/manual package* $129 manual only* *Add $7 shipping/handling, plus applicable sales tax, to product orders. If tax-exempt, please include your certificate. Lorman Education Services is not approved to offer self-study CPE credit for accountants; therefore, no CPE will be given for this program if ordered as a self-study package. If you need special accommodations, please contact us two weeks in advance of the program. Names of Attendees (Please print clearly) Priority Code Discount Code 1. Name Title 2. Name Title Firm Name Address City State/Zip Telephone ( ) Fax ( ) Approving Manager Name Title Check enclosed payable to Lorman Education Services Charge to credit card AE MC VISA Signature Card number Exp. Date 2008 Lorman Education Services. All rights reserved. Cancellations: Substitute registrants are welcome and may be named at any time. If you cancel six or more business days in advance, you will receive a full refund, less a $20.00 service charge. If you cancel within five business days you are not entitled to a cash refund. However, as a courtesy, we will allow you to apply your payment toward any future Lorman seminar within one year from the date you cancel. Please note that if you do not attend and you do not cancel as described above, you are responsible for the entire payment. Lorman disclaims any liability for any other direct or compensatory payment. Seminar ID: Lorman Bookstore ORDER ONLINE Visit us at to get more information on these and other products, and to download electronic manuals immediately. Our policy is to fill all orders with the most recent editions available. Your bookstore item(s) will be shipped within three to five business days, upon receipt of your order. Law of Easements: Legal Issues and Practical Considerations Easement Disputes Common Sources of Disputes and Strategies in Interpretation and Drafting; Easements to Federal and State Public Lands and Resources; Insurance Coverage of Easements; Grant of Conservation Easement. Item: CD and $199 $99 $99 Construction Law From Contract to Closeout Residential Real Estate Construction Contracts; Dispute Resolution Subcontractor Claims; Green Projects and LEED Certification; AIA Contracts Forms A401 and A201; the Oregon Claim of Construction Lien. Item: CD and $169 $79 $79 Solving Water Intrusion and Mold Problems Prosecuting Building Envelope Issues; How to Defend a Construction Defect Claim; the Changing World of Insurance Coverage for Construction Defect Claims; Litigating Damp Building Personal Injury Claims in Oregon. Item: $99 $99 Subtotal From Above $ Shipping & Handling (excludes e-manuals) $ ($7.00 first item, $1.00 each additional) Sales Tax $ TOTAL $

4 Our Distinguished Faculty Ellen Bachman is a partner in the Portland office of K&L Gates who has more than 30 years of banking and finance experience, with particular emphasis on commercial secured and unsecured transactions and corporate trust transactions. Ms. Bachman s tax-exempt bond counsel experience emphasizes low-income housing and other conduit financing. She has acted as developer s counsel for low-income housing transactions that are financed by both tax-exempt bond financing and the federal low-income housing tax credit. Further, Ms. Bachman has substantial experience on taxable and tax-exempt tribal financings, has acted as underwriter counsel on a variety of traditional and conduit municipal finance transactions, and has acted as letter of credit issuer counsel for municipal finance transactions. She frequently speaks on finance issues. Ms. Bachman received her J.D. degree from the University of Washington and her undergraduate degree in history from Stanford University. She can be reached at or at ellen.bachman@klgates.com. Jeff Bennett is a shareholder in the firm Jordan Schrader Ramis PC. For more than 25 years, Mr. Bennett has assisted developers, property managers and private landowners with a wide range of real estate development, transactional, land use and project finance issues. His experience as a private attorney is complemented by his work in the Appellate Division of the Oregon Attorney General s Office, where he represented numerous state agencies in real estate related matters. Mr. Bennett has successfully represented clients before all levels of government decision makers and before the Land Use Board of Appeals, the Oregon Court of Appeals and the Oregon Supreme Court. His development of continuing real estate education programs for the Continuing Commercial Education Cooperative earned the Associate Member of the Year award in 2002 from the Portland Building Owners and Managers Association. An active member of his community, he is a member of the Clackamas County Economic Development Commission and is the 2008 president of the Clackamas County Business Alliance. Mr. Bennett received his B.S. degree in landscape architecture from the University of Wisconsin-Madison and his J.D. degree from Northwestern School of Law, Lewis & Clark College. Tytus W. Harkins is with Hawkeye Development, LLC. He is also the corporate manager and development planner with Sportsview Industries, LLC, founder and owner of TCH Ventures, LLC, and property manager with Murphy Hill, Inc. Mr. Harkins has experience in financial analysis, business planning, corporate consulting and systems development. He earned his B.S. degree in civil engineering from Montana State University. Caroline E.K. MacLaren is an attorney with the law firm of Black Helterline LLP in Portland. Ms. MacLaren focuses her practice in the area of land use and real estate, including land use approvals, zone changes and real estate development. She represents clients at all stages of the development process, including hearings before city and county planning commissions, the Land Use Board of Appeals, and the Land Conservation and Development Commission. Ms. MacLaren has served on several local and state workgroups concerning land use and development issues, most recently serving on the City of Portland s Stakeholder Committee for High Performance Green Building Standards. She is active with the Oregon State Bar and serves on the Real Estate and Land Use Section s Legislative Committee. Ms. MacLaren graduated from the University of Oregon School of Law. Blake E. Robbins is with Hawkeye Development, LLC. He is also a partner with Good Steward Partners, the CEO of Generational Wealth, LLC, a partner with Sportsview Industries, LLC, CEO of RSI and CEO of Pro Plumbing. Mr. Robbins is experienced in real estate investments, including acquisition, improvements and sales. Jason White is with Hawkeye Development, LLC. He is also a partner with Good Steward Partners, a partner with Sportsview Industries, and a manager with Maggie and Charlie, LLC. Mr. White has eight years of experience in real estate development. He has expertise in financial analysis, business planning, corporate consulting and systems development. Attendee comment from another Lorman seminar: This was a great experience and very helpful for workplace situations. Julie Pueringer Additional Educational Opportunities Teleconferences: Not able to commit to a full day? Teleconferences are now available. Visit us at for a complete listing of teleconferences. In-House Corporate Training: If you have a group of 10 or more, it may be beneficial for you to schedule a seminar at your facility. Contact Lorman or us at inhouse@lorman.com to inquire about in-house training on this or other topics. Partnerships: You could earn a referral bonus by becoming a Lorman partner. Visit or call John Kreiner at

5 Seminar Highlights Do you have the latest and most effective strategies for navigating through the real estate development process? Each link in the complex and multifaceted real estate development process affects the success of the project. Do you have every angle covered from essential contract considerations to financing to planning and zoning issues? This seminar provides the perfect opportunity to get updated on all aspects of real estate development, including platting and subdivision controls. Learn how to deal with environmental issues that impact the development process. With legislation changing constantly, you need a sound blueprint to keep your business safe. By attending this seminar, you ll not only build skills and learn techniques you can use the next day, but you ll walk away with a practical approach for confronting even the toughest real estate development dilemmas. Benefits for You Free Manual With Attendance Analyze risk through the due diligence process Efficiently handle variances and exactions Tips on closing the deal after entitlements are received Avoid common pitfalls by mastering permitting issues Learn how to use system-built technology to meet deadlines and keep budgets Real Estate Development From Beginning to End Professional Manual You will receive a professionally prepared manual compiled by the faculty specifically for this seminar. The seminar will be recorded. Your registration constitutes your consent to such recording. If you cannot attend, you may order a set of the CDs and the accompanying manual from this program by using the registration form on the inside panel. Continuing Education Credit Please remember to bring your license number, ID or other necessary information to the seminar. This will ensure timely reporting of continuing education credit. Please visit our website at for continuing education credit details as well as updates on any pending credits. Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, Website: CPE Credit: Maximum Credit Hours: 8.0 each session (based on a 50 minute credit hour). Field of Study: Specialized Knowledge and Applications. Prerequisite: basic knowledge of land development. Level of Knowledge: Intermediate. Teaching Method: Seminar/ Lecture. Advance Preparation: None. Delivery Method: Group-Live. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state s regulatory board. This course may count toward engineers continuing education hours in Oregon, please refer to your rules and laws. Lorman Business Center, Inc. is a recognized provider registered with the PMI Registered Educational Provider Program (PMI R.E.P.). Lorman Business Center, Inc. accepts and adheres to all PMI R.E.P. Program policies, requirements and rules concerning the provision of professional education activities and materials. This course qualifies for 6.50 PDUs. This course may qualify toward 6.5 hours of continuing education credit for real estate professionals, based on brokers approval. Lorman Business Center, Inc. is registered with the AIA Continuing Education System (AIA/CES). This 6.50 hour program offers 6.50 Learning Unit hours, which will be reported directly to the AIA/CES for AIA members. This program qualifies for 6.50 hours of Health, Safety, Welfare (HSW). This course has been reviewed and approved for inclusion in the Construction Compliance Certification Program and qualifies for 1.0 credit. Please visit www. lorman.com/certification/cc for more information. This course may qualify for continuing education for land surveyors through the Oregon State Board of Examiners for Engineers and Land Surveyors.

6 Real Estate Development From Beginning to End in Oregon Portland, OR August 14, 2008 Benefits for You Analyze risk through the due diligence process Efficiently handle variances and exactions Tips on closing the deal after entitlements are received Avoid common pitfalls by mastering permitting issues Learn how to use system-built technology to meet deadlines and keep budgets EXPRESS REGISTRATION - Sign up at using the seminar ID # listed below Seminar ID: Presorted Standard U.S. Postage Paid Permit No Eau Claire, WI Priority Code: 15402