BarbriSFCourseDetails

  • videocam Live Webinar with Live Q&A
  • calendar_month @ 1:00 p.m. ET./10:00 a.m. PT
  • signal_cellular_alt Intermediate
  • card_travel Real Property - Finance
  • schedule 90 minutes

REIT Credit Facilities: Structuring Considerations, Key Terms, Financial Covenants, Developments and Trends

About the Course

Introduction

This CLE course will provide a comprehensive overview of negotiating credit agreements from the perspective of a REIT borrower. We will address structural and other nuances applicable to REITs and attendees will learn essential strategies for avoiding potential defaults post-closing.

Description

When negotiating a credit agreement, several factors, including the borrower's credit profile, impact the breadth of the affirmative, negative, and financial covenants imposed on the borrower.

REIT entities and their business plans have unique characteristics not present in traditional corporate borrowers that counsel for REIT borrowers must consider when documenting the loan structure.

Listen as our authoritative panel of finance and tax attorneys analyzes issues to consider in term sheet negotiations, compliance concerns, and default risks, as well as post-closing compliance strategies in REIT credit facilities.

Presented By

Attorneying Annie Dc, CPS, DR
Davis Brown Law Firm - Des Moines

Bio for Annie Attorney; loves horses and arguments

Big Boat
Firm Manager
The Mogy Law Firm - Memphis

This is a bio for Big Boat. Big Boat is an avid reader and unicyclist.

Roller Coaster, CPA, MST, DR
Fun Times
Lee's Test Firm

This is a bio for speaker, Roller Coaster. Roller Coaster enjoys walks on the beach and pizza with pineapple.

Credit Information
  • This 90-minute webinar is eligible in most states for 1.5 CLE credits.


  • Live Online


    On Demand

Date + Time

  • event

  • schedule

    1:00 p.m. ET./10:00 a.m. PT

I. Credit agreement overview

II. Early substantive negotiations – term sheets

III. Compliance concerns and default risk

IV. Best practices

V. Post-closing compliance tips

VI. Compliance takeaways

VIII. Recent compliance challenges

The panel will review these and other key issues:

  • What key issues should REIT borrowers consider when negotiating a term sheet?
  • What are the best practices to assess default risks and compliance concerns when negotiating the loan documents?
  • What are tangible post-closing compliance tips for REIT borrowers to assist with ongoing credit agreement compliance?