home | Legal, Workouts and Turnarounds
 

Legal, Workouts and Turnarounds

Find articles, interviews, and information that gives you training on how to workout, renegotiate or restructure troubled loans or turnaround a struggling property.

This information can be quite valuable for existing property owners experiencing tough times, or for new syndicators trying to workout a troubled loan as part of new acquisition.

EXCLUSIVE INTERVIEW: Understanding Commercial Loan Modifications Featuring Marty Beck, Commercial Financial Resources EXCLUSIVE INTERVIEW: Understanding Commercial Loan Modifications Featuring Marty Beck, Commercial Financial Resources
As the capital markets continue the deleveraging process through foreclosures and loan workouts, and with an estimated $1.4 trillion of balloon notes coming due next year, learning how to workout a troubled loan has become essential. more >>

Duties of the Syndicator in Your Small Group Real Estate Investment Duties of the Syndicator in Your Small Group Real Estate Investment
Craig Haskell
What is the role of a syndicator? Learn the responsibilities and duties of a group sponsor in the article so that your syndication are successful. more >>

EXCLUSIVE INTERVIEW: Generating High Returns Buying Distressed Properties and Notes Featuring Sean Dalfen, Dalfen America EXCLUSIVE INTERVIEW: Generating High Returns Buying Distressed Properties and Notes Featuring Sean Dalfen, Dalfen America
We are speaking with Sean Dalfen, Executive Managing Director of Dalfen America Corp., headquartered in Quebec, Canada. Dalfen America is a 20 year international opportunity and value real estate investment company that is searching for distressed notes and hard assets to buy for its Opportunity Funds. more >>

Jobs Act - Changing The Way Private Equity Is Raised For Real Estate Equity And Debt Jobs Act - Changing The Way Private Equity Is Raised For Real Estate Equity And Debt
Gene Trowbridge
On April 5, 2012, President Obama signed into law the Jumpstart Our Business Startup (JOBS Act), which amends the Securities Act of 1933 and is designed to facilitate capital formation for small businesses. This article highlights Titles II, III and IV; three important areas of the JOBS Act, and our opinion as to how these changes will impact real estate syndicators in their private money raising efforts. more >>

The Lenders Wish List of Borrower Concessions on a Loan Modification The Lenders Wish List of Borrower Concessions on a Loan Modification
Craig Haskell
To give you an advantage when working out a loan modification with a lender, I am going to share the lenders wish list of borrower concessions they seek. Understanding what a lender wants in a loan modification will help you better prepare and have more success working out a loan modification. more >>

9 Vital Questions to Ask When Buying a Workout Deal 9 Vital Questions to Ask When Buying a Workout Deal
Craig Haskell
With the real estate industry going through a serious deleveraging process, there are many troubled properties and loans that have workout opportunities for investors to profit. However, there are a lot of potholes along the way that could lead to unexpected surprises. Make sure you protect your downside by finding answers to these 9 vital questions when buying a workout deal. more >>

TRAINING DOWNLOAD: Strategic Asset Protection for Real Estate Investors Featuring Jeff Lerman, THE Real Estate Investor's Lawyer TRAINING DOWNLOAD: Strategic Asset Protection for Real Estate Investors Featuring Jeff Lerman, THE Real Estate Investor's Lawyer
Consider this scenario: You are sued for $4,000,000, your insurance will cover $1,000,000 but guess who is left with a $3,000,000 problem. Operating real estate assets can be a risky business if you're not properly protected. With the right asset protection strategy, this scenario is not a big problem. more >>

10 Things You Should Know Before Investing in a Real Estate Syndication 10 Things You Should Know Before Investing in a Real Estate Syndication
Kim Taylor
No doubt if you have a self directed IRA or substantial investment funds, you have considered investing in real estate. However, you may lack the funds to invest on your own or the desire to deal with the hassles of property management. A viable option for you may be to invest in a real estate 'Syndication' (i.e., a group real estate investment) as a passive investor. more >>

8 Greatest Traits of a Top Real Estate Investment Turnaround Leader 8 Greatest Traits of a Top Real Estate Investment Turnaround Leader
Craig Haskell
As value creators, many times we buy underperforming properties that need an infusion of new management and capital to add value to a real estate investment. The better we are at turning around a struggling asset, the more income and value we will create. more >>

Asset Protection Lesson From Joe Paterno's $1 House Transfer Asset Protection Lesson From Joe Paterno's $1 House Transfer
Jeffrey Lerman, Lerman Law Partners LLP
We're getting lots of great real-world asset protection lessons lately ripped straight from the headlines. Yet another one came out yesterday. It drives home many crucial lessons that frequent readers of my Real Estate Investor bLAWg will recognize from my past posts, yet they absolutely bear repeating. more >>

EXCLUSIVE INTERVIEW: Secrets of Successful Commercial Loan Workouts Featuring Jeff Lerman EXCLUSIVE INTERVIEW: Secrets of Successful Commercial Loan Workouts Featuring Jeff Lerman
Our special guest is Jeffrey Lerman, Managing Partner of Lerman Law Partners. Jeff is known in the industry as "THE Real Estate Investor's Lawyer". He has appeared on TV, radio and in front of numerous real estate investment groups. With over 30 years as a top real estate lawyer specializing in loan workouts and syndication, Jeff shares with us the Secrets of Successful Commercial Loan Workouts. more >>

EXCLUSIVE INTERVIEW: Property Repositioning and Turnaround Strategies Featuring Michael Buckley EXCLUSIVE INTERVIEW: Property Repositioning and Turnaround Strategies Featuring Michael Buckley
Our special guest today is Michael Buckley, Program Director at the University of Texas at Arlington School of Architecture. Professor Buckley formerly directed Columbia University's Master of Science in Real Estate Development Program and heads the Center for High Density Development. As president of Halcyon Ltd., a development and turnaround advisory firm, he has an international reputation for mixed-use retail and strategic planning for underutilized sites. more >>

California Homeowners Should Use A Lawyer Under New Short Sale Law California Homeowners Should Use A Lawyer Under New Short Sale Law
Jeffrey Lerman, Lerman Law Partners LLP
Short sales are increasing as a percentage of home sales, according to recent industry statistics. It's not surprising since a successful short sale enables the distressed homeowner to sell her home for market value -- even if it's less than the loans against it -- with lender consent, and move forward without a foreclosure on her record. Better yet, Fannie Mae has stated that you will be able to obtain a home loan five years earlier if your exit strategy is a short sale instead of a foreclosure. more >>

How to Master the Art of Negative Cash Flow Management How to Master the Art of Negative Cash Flow Management
Craig Haskell
Controlling your cash flow pipeline is the first step toward landlord survival. Understanding the process of organizing and prioritizing you limited cash will help you manage your negative cash flow. Using these tips will provide you with control over your cash pipeline. more >>

VALUE HOUND OF THE MONTH Sean Dalfen: Buying Distressed Properties and Notes VALUE HOUND OF THE MONTH Sean Dalfen: Buying Distressed Properties and Notes
Get an inside look at one of the industries brightest minds and learn how Dalfen America has positioned itself to take advantage of the distressed real estate market. In the last nine months, Dalfen has bought close to 1 million square feet nationwide of distressed industrial properties and notes. Sean Dalfen shares with us their investment approach and why they have been so successful.|Image1| more >>

Missing This Important Deadline Could Cost You Tens of Thousands of Dollars Missing This Important Deadline Could Cost You Tens of Thousands of Dollars
Jeffrey Lerman
Right now, if you're a homeowner and do a short sale on your home, you may be able to claim special tax relief and exclude up to $2 million of debt forgiven on your principal residence under the federal Mortgage Forgiveness Debt Relief Act of 2007 AND up to $800,000 of forgiven debt under California SB 401, the Conformity Act of 2010. more >>

Trouble Ahead for Commercial Mortgage Refinancing on 2007 Deals, Per S&P Trouble Ahead for Commercial Mortgage Refinancing on 2007 Deals, Per S&P
Mitch Siegler
More than half of commercial mortgages securitized as bonds in 2007 and maturing in 2012 may fail to refinance as maturing loans peak and skittish lenders refuse to refinance them, according to a December S&P report. more >>

7 Big Reasons Why Real Estate Investors are Attracted to Group Investments 7 Big Reasons Why Real Estate Investors are Attracted to Group Investments
Craig Haskell
To better position your investment opportunity to investors, you need to understand why investors are attracted to group investments. Take a look at why investors will join your group investment. more >>

How to Get the Upper-Hand with a Lender When Working Out a Real Estate Investment How to Get the Upper-Hand with a Lender When Working Out a Real Estate Investment
Craig Haskell
This article will give you an inside look at a loan workout. What do lenders expect from you? Make sure your loan workout strategy includes these 3 key success factors. more >>

The 8 Key Ingredients of a Turnaround Action Plan that Will Entice Your Banker or Investor to Become a Believer The 8 Key Ingredients of a Turnaround Action Plan that Will Entice Your Banker or Investor to Become a Believer
Craig Haskell
How to create a convincing story that will influence and persuade your banker or investor. Use this 8-Step guideline to help you sell your story so that you can secure time and money to turnaround your property. more >>