Discover a collaborative, comprehensive platform with all of the real estate information you need to help clients make the best decisions for their situation. Anthony and Chris will provide an overview of the commercial real estate market, 1031 exchange opportunities, and why DSTs may not be in your client’s best interest.
Learning Objectives:
- How to evaluate 1031 exchange opportunities
- Current cap rates and specific financing options
- Best and worst types of real estate investment options
About the Presenters:
Hear from industry experts Gary Stache and Christopher Martin.
Event Location
Event Details
Who Should Attend?
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Members of Family Business Boards
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Business Owners & Their Trusted Advisors
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Business Owners
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Other Business Professionals
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Business Consultants
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Professional Advisors
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
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Private Business Owners
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Commercial Lenders
One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.
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Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
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Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
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Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
ABOUT THE PRESENTERS
Meet Christopher Martin:
Chris Martin is a Senior Vice President with CBRE Capital Markets, Investment Properties, based in Newport Beach, California. Chris co-heads CBRE’s Buyer Advisory Services Group which represents 1031 exchange buyers in acquiring retail, industrial, multi-family and office replacement properties across the United States.
The team is widely considered to be one of the premier investment sales brokerage teams in the country. Since 2018, the team has been involved in over $3 Billion of investment transactions and has consistently ranked in the top 5 teams nationally out of 92 teams over the last 15 years.
Prior to joining CBRE, Chris attended the University of Arizona where he graduated with a degree in Finance from the Eller School of management.
Meet Gary Stache:
Gary P. Stache is Vice Chairman with CBRE Capital Markets, Investment Properties, based in Newport Beach, California. Gary is the recipient of the prestigious CBRE Lifetime Achievement Award, which recognizes him as an “outstanding professional whose material contributions to the company, the real estate industry and their community over their long career have made them a ‘true legend.’"
Gary has been specializing in investment sales with CBRE for over 40 years. He co-heads the Investment Properties – California/Arizona/Nevada/Oregon/Colorado team, which is a 34-person team plus a 5-person financial underwriting team. The Buyer Advisory Services portion of the team represents 1031 Exchange buyers in locating upleg exchange properties, whether it be office, medical office, retail, apartments or industrial, anywhere throughout the country.
Gary is a 40-time Top 10 producer in the Newport Beach office, which is one of the premier offices of CBRE nationally. He is widely recognized as a leading investment properties expert. His expertise is in understanding the capital markets, creating value in an investment transaction, knowing and accessing investors and developing marketing strategies for commercial investment properties.
Gary has represented numerous institutional and private investors in acquisitions as well as with the disposition of their assets. In the last 3 years, the team has been involved in the sale of over 336 investment transactions valued at more than $5.1 Billion. The Team has ranked in the top 5 nationally out of 92 Investment Properties teams every year for the last 14 years.
Gary and his team bring a broad base of marketing and investment expertise to an engagement. They are recognized as leaders in structuring complex sale and sale-leaseback transactions, in addition to handling the sale of notes and structured equity transactions.
Prior to joining CBRE in 1979, Gary spent 3.5 years at IBM. He began his career at IBM as a Marketing Representative and ultimately obtained a management position. During his career at IBM, he was a recipient of numerous regional and national awards.