Record Pri ricing/Time to to Se Sell Kareem E. . Seth thi, CP - - PowerPoint PPT Presentation

Record Pri ricing/Time to to Se Sell

Kareem E. . Seth thi, CP CPA, CA CA Managin ing Di Director, Str treetwis ise Ca Capital l Part rtners

Streetwise Capital Partners In Inc.

• Private REIT and Development Firm
• Acquire all classes of real estate

– Standard/plain vanilla acquisitions – Tax advantaged transactions to interested vendors

• Provide advisory services to interested vendors
• Specialize in delivering value to offshore vendors

Is Is it Time to Sell?

• Record pricing

– Low interest rate environment

• Timing is everything or is it?

– Sometimes you don’t have the luxury of dictating timing

• What is the value of structuring?

– Achieving the maximum consideration or value – Minimizing your costs – Maximizing your effort/reward ratio

Structuring to Sell

• Define:

– Overall objectives – Acquisition philosophy and targets – Forecast potential exit avenues

• Do:

– Hire advisors – Select a structure – Organize your due diligence/knowledge

Structures/Transactions

• Asset Sale

– Traditional form of disposition

• Share Sale

– Effective in increasing after tax cash proceeds to vendors

• Partial Sale/Joint Venture

– Can keep invested / manage after tax cash proceeds

• Estate / Wealth Transfers

– Effective methods/conduits of transferring your wealth/property

Common Pitfalls

• Over/underestimate the risks of each transaction

type

• Procrastination
• Lack of financial conviction
• Ceding control