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DL CRE 101 Series: How do you Stack up?

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Bader Rutter

1433 N. Water Street

Milwaukee, WI 53202

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Join NAIOP Wisconsin Developing Leaders for the first educational session in 2018 providing basic Commercial Real Estate knowledge on key industry topics that play an integral role in each development project, presented by Tri City National Bank.



How do you Stack Up?

Ever wonder how commercial real estate developments receive funding? And how TIF’s, grants, tax credits, PACE Equity, subordinate debt, loan pools and more fit into a deal? This 101 class will explain the ins and outs of the capital stack of a commercial real estate development. In today’s environment, the ability to use different funding sources is key to filling the funding gap so projects get out of the ground. Hear from the experts themselves as they go through a case study of the Laacke and Joy Redevlopment that brought Bader Rutter’s headquarters to downtown Milwaukee. In addition, the panel will explain how they look at the different pieces in the capital stack to determine the right mix to get the deal done.

Panel Discussion with Tyler Inda, Baker Tilly, Bryan Johnsen, Tri City National Bank, Burton Metz, Wangard, and Tom Patzman, ImpactSeven.



Tyler Inda, Baker Tilly
Tyler Inda, principal on the transactions team joined Baker Tilly Virchow Krause, LLP, in 2010. He specializes in consulting with developers, community development entities, and investors regarding real estate transactions. Tyer assists with Communitiy Development Entities (CDEs) and Community Development Financial Intuitions (CDFs) with New Markets Tax Credit (NMTC) and Capital Magnet Fund (CMF) applications. Tyler has helped structure and close over $1.5 billion of NMTC transactions for CDEs. He specializes in structuring financial transactions that combine various federal and state incentives including Historic Tax Credits, New Markets Tax Credits, Brownfield Credits, Tax Increment Financing (TIF), USDA loan program, and state/local bonds.


Bryan Johnsen, Tri City National Bank
Bryan is a Vice President of Commercial Lending at Tri City National Bank. TCNB is a local community bank that has over 30 locations in Southeast Wisconsin and has grown to over $1.4 billion in assets. Within the bank, Bryan specializes in commercial real estate constructions loans utilizing the tax credit programs. He has been involved in several New Market Tax Credit transactions both as the leverage lender and tax credit investor. The Bank has closed over $30 million in NMTC loans and invested over $6 million in the tax credits. Bryan has a Masters in Finance and Accounting from UWM and has obtained his CPA certification.


Burton Metz, Wangard
As Vice President, Burton Metz provides real estate solutions for local and national businesses and specializes in business relocation, expansion and consolidation. His experience includes representing landlords and tenants in Southeast Wisconsin’s industrial and office markets and facilitating lease negotiations. Burton is responsible for maximizing the value of Wangard’s 2.5 million square feet of commercial office properties.


Tom Patzman, ImpactSeven
Tom Patzman is the Vice President, Business Development at Impact Seven, Inc. headquartered in Rice Lake, Wisconsin. Tom works in the southeastern WI regional office. Impact Seven is a certified Community Development Financial Institution (C_DFI), that represents Small Business Administration (SBA) and U.S. Department of Agriculture (USDA) loan programs, in addition to Impact Seven direct loan programs including two New Market Tax Credit Small Business Loan Pools. Impact Seven is part-owner of a community development bank in Minnesota (sta ed in conjunction with a two partner CDC's). Impact Seven is one of the largest non-profit developers of a ordable housing in Wisconsin (over 1,200 units). With a BBA in Finance from UW-Milwaukee and Graduate of Food Marketing Institute Executive Program at Cornell University, Tom brings a wealth of experience to projects. He currently se es on several Boards including Impact Milwaukee, a HUD CHOO, the Greater Wisconsin Opportunity Fund and First Pathway Partners Community Development Fund, both New Market Tax Credit Community Development Entities.


Program:

8:00 - 8:15AM Registration

8:15 - 9:15AM Panel Discussion

9:15 - 9:30AM Questions/Wrap Up



The Developing Leaders CRE Series is Presented by NAIOP Wisconsin's Developing Leader Sponsor:



**Please note you must be a NAIOP Wisconsin Developing Leader to attend this class. If you have questions about a NAIOP Membership or Developing Leaders please contact Brittany at Brittany@naiop-wi.org.**





FAQs


How can I contact the organizer with any questions?

To reach NAIOP Wisconsin, Brittany Yingling, email brittany@naiop-wi.org or call 414-622-0006.


What's the refund policy?

Attendees can receive refunds up to 7 days before the event start date. To request a refund, go to Tickets in your Evenbrite account (go here if you've never logged in before), find your order, then select "Request a Refund." For detailed guidance visit the Eventbrite help page.


Do I have to bring my printed ticket to the event?

No, we will have record of registrations on site. Simply check in at the registration table.


Can I update my registration information?

You can update the information on your order (like name, email address, or answers to the organizer's questions) by by clicking your order on the Tickets page. For detailed guidance visit the Eventbrite help page.


Thank you to NAIOP Wisconsin's 2018 Annual Sponsors



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Bader Rutter

1433 N. Water Street

Milwaukee, WI 53202

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