Current and future real estate investors and developers will gain tremendous value when they join the Real Estate & Capital Markets Forum – a one year program dedicated to providing members with comprehensive educational resources to sharpen skills and share insider techniques to increase the number of successful deals.

Not to mention professionals who serve business owners, corporate and commercial real estate market can also gain insight that positions them to better serve clients.  We openly welcome consultants, financial advisors, real estate brokers, mortgage bankers, accountants and a wide variety of professionals to join the forum and benefit from a unique education.

Members receive six core modules designed to provide a solid foundation of market knowledge, ongoing coaching and access to private relationships for additional support.

Wharton Gladden is proud to be a firm with an immense number of relationships across the country, so forum members will receive invitations to attend special events at no additional cost – the annual Economic & Market Forecast, Real Estate & Capital Markets Summit, Summer Mixer,  State of Main Street Luncheon and Christmas Party.

Contact us for details, pricing and upcoming schedule of events.

SIX MODULES TO LEARN AND EXPLORE COMMERCIAL REAL ESTATE

ALTERNATIVE INVESTMENTS – MULTIFAMILY & COMMERCIAL REAL ESTATE:

Alternative asset classes provide a wide range of options to investors; currency, metals, commodities and real property – but the commercial real estate market provides the best of both worlds.  Investors seeking high growth often place capital in a traditional asset class such as equities and if they desire income, then bonds are a good option – however commercial real estate generates income and delivers value appreciation.  In addition, participants will receive tools to assist with analytical techniques used by leading investment banking firms to measure the investment potential of any opportunity, including deep understanding of how to calculate the internal rate of return, asset capitalization rate and return on investment metrics.

CAPITAL MARKETS OVERVIEW:

The capital markets is a critical component in the development, investment and sustainable growth of the commercial real estate sector.  Understanding the fundamental mechanics of the various capital market tools available to finance the acquisition or repositioning of real estate assets has a significant impact on investment strategies.  The financial landscape is peppered with ample capital partners available to meet the demand and the continued growth of the commercial real estate market.

HOW TO RAISE CAPITAL – COMMERCIAL MORTGAGE:

Understanding how to complete a financial analysis and underwrite a commercial real estate opportunity is a critical step in successfully closing a transaction.  Participants will receive specialized tools and hands on experience applying the process of evaluating the financial feasibility of a commercial real estate asset.  Not to mention participants will learn various capital structures and the available programs to facilitate financing needs – leave the forum with a complimentary list of institutional capital partners ready to invest in your next deal.

HOW TO RAISE CAPITAL – PRIVATE EQUITY:

Private equity funds are created by asset managers that pool capital from high net-worth and institutional investors.  The capital is then invested into a variety of asset classes – real estate, operating companies, or commodities.  Wharton Gladden has structured and placed $250 Million in debt and equity capital for the development, acquisition, or repositioning of multifamily and commercial real estate.  We will educate you on how to raise private equity to recapitalize existing assets or to pursue new ventures.  The formation of a private equity fund can be a complicated exercise that involves a variety of interdependent factors.  This module will explore the preliminary issues that must be considered before forming a fund, the basic components of an investment strategy, and how to market a private equity fund to investors.

COMMERCIAL REAL ESTATE DEVELOPMENT:

This comprehensive commercial real estate development course will provide a basic knowledge of the multifamily/commercial real estate development process.  Participants will be introduced to the real estate development process and will learn the role of a developer, how developers put their development team in place, understanding the market surrounding the proposed development, analyzing and selecting the right site for development, zoning, financial feasibility, site planning and design, various financing sources, equity and understanding spreadsheets.

HOW TO MARKET EFFECTIVELY – DEVELOPING A BRANDING & COMMUNICATION PLATFORM TO DRIVE LEADS, SALES AND PROFITS:

This module will educate you on how to identify multiple technology, social media and blog resources, and through hands-on instruction, participants will learn how to use these tools for commercial real estate.  There are many free opportunities to create inbound leads online.  Upon successful completion of the module participants will be able to:

• Build your own website and online presence
• Create and enhance your own automated lead generator
• Set up your social media so prospects can discover you
• Learn insider tricks on expanding your social network
• Leave the forum with a multi-step personalized plan
• Increase leads up to 87% using the methods presented in this module

COST FOR EACH MODULE – MEMBER: FREE | REALTOR: $575 | NON-MEMBER: $625