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.
- 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 Anthony DeLorenzo and Christopher Martin.
Who Should Attend?
Members of Family Business Boards
Business Owners & Their Trusted Advisors
Other Business Professionals
Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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.
Private Business Owners
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.
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.
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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.
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.
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.
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.
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.
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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.
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 Anthony DeLorenzo:
Anthony DeLorenzo is a Vice Chairman with CBRE Capital Markets based in Newport Beach, California. With over 17 years of experience in the sale of commercial real estate, Anthony co-leads an Investment Properties team responsible for the sale of Office, Industrial and Medical Office properties in California, Arizona and Nevada. Anthony and his team are considered to be the premier investment sales brokerage teams in the Western United States. The team focuses on the disposition, joint venture, recapitalization and 1031 Exchange advisory services for office, industrial, medical and land throughout California, Arizona and Nevada on behalf of institutional clients, high net worth owners and foreign investors.
Anthony’s diverse experience covers a wide range of properties and deal size, ranging from $5 million to $500 million. Over the course of his career Anthony has sold over 750 properties for over $10 billion in consideration.
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.