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Course Details

Course Information
  • smart_display Format

    On-Demand

  • signal_cellular_alt Difficulty Level

    Intermediate

  • work Practice Area

    Real Property - Finance

Date & Time
  • event Date

    Tuesday, May 10, 2022

  • schedule Time

    1:00 p.m. ET./10:00 a.m. PT

  • timer Program Length

    90 minutes

Credit Information

  • This 90-minute webinar is eligible in most states for 1.5 CLE credits.

  • BARBRI is a NASBA CPE sponsor and this 110-minute webinar is accredited for 2.0 CPE credits.

$347.00
CLE
CPE
ALL

This CLE/CPE course will brief real estate and finance counsel on alternative methods of financing real estate construction projects, specifically crowdfunding, tax credits, tax increment financing, and EB-5 financing.

Faculty

Lisa Berden
Chief Executive Officer
Linchpin Legal, PLLC

Ms. Berden amassed almost two decades of in-depth experience in tax-based real estate finance, commercial transactions, and corporate law. She has negotiated commercial leases throughout the country for office, industrial, retail and flex space uses for multi-national companies, and have closed over $115 million in state and federal NMTC allocations across multiple states. She has been involved in multiple public-private partnerships between private entities and state, county, and local participants. She closes complex commercial real estate transactions, structure tax credit financing, advise tax-exempt organizations, and counsel businesses regarding legal matters with a practical perspective. I advise clients regarding national and local economic development incentives in commercial transactions and counsel small and mid-sized clients on organizational and compliance matters to support their growth and development.

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Debbie A. Klis
Partner
Rimon, P.C.

Ms. Klis brings substantial investment fund, securities and capital markets experience with a particular emphasis on private equity and advising investment firms and equity sponsors on all aspects of their business including the formation, marketing and management of investment products, the launching of new business lines, and strategic investments and transactions, as well as the related operational, legal and regulatory issues.

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Description

The construction industry is in an upswing since the pandemic. When traditional financing is not readily available, savvy investors continue to seek opportunistic sources of financing to increase their return on investment and have greater flexibility, particularly in the mezzanine space of the capital stack.

Tax credits (NMTC, HTC, LIHTC), EB-5 financing, crowdfunding websites, and tax incremental financing can be a viable source of financing for urban redevelopment projects. Each offer an alternative source of mezzanine financing that can fill the construction-lending gap left by banks and traditional lenders and several function in combination with one another on a single project.

Listen as our authoritative real estate finance and securities attorneys brief you on these alternative financing tools available for construction financing, including tax credit funds, tax increment financing, EB-5 financing, and crowdfunding.

Outline

  1. Tax credit funds
    1. New Market Tax Credits
    2. Historic Tax Credits
    3. Low-Income Housing Tax Credits
  2. Tax increment financing
  3. EB-5 financing
  4. Crowdfunding

Benefits

The panel will review these and other key issues:

  • Projects that may benefit from tax increment financing
  • Using and pairing tax credits (NMTC, HTC, LIHTC)
  • Latest trends and developments in using EB-5 financing in the capital stack and coupling EB-5 with tax credits
  • Real estate and crowdfunding: a duo here to last

NASBA Details

Learning Objectives

After completing this course, you will be able to:

  • Recognize projects that may benefit from tax increment financing
  • Use and pair tax credits (NMTC, HTC, LIHTC)
  • Leverage EB-5 financing for construction projects, as amended by the EB-5 Reform and Integrity Act
  • Ascertain opportunities for capital raising using crowdfunding portals and innovative proptech

  • Field of Study: Taxes
  • Level of Knowledge: Intermediate
  • Advance Preparation: None
  • Teaching Method: Seminar/Lecture
  • Delivery Method: Group-Internet (via computer)
  • Attendance Monitoring Method: Attendance is monitored electronically via a participant's PIN and through a series of attendance verification prompts displayed throughout the program
  • Prerequisite: Three years+ business or public firm experience at mid-level within the organization, preparing complex tax forms and schedules, supervising other preparers/accountants. Working knowledge and understanding of tax credits, tax equity financing, EB-5 programs, and real estate taxes.

Strafford Publications, Inc. 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 Credits. Complaints regarding registered sponsons may be submitted to NASBA through its website: www.nasbaregistry.org.