Forum Calls

January 24, 2019 Forum Call Slide Deck: Economic Update January 2019

Dianne Crocker, Economist for Environmental Data Resources, will join us for an update on the 2019 economic outlook. Dianne is a well-known speaker specializing in the commercial real estate market, and is widely published in a variety of leading real estate publications.

CLRM 2019 01 Crocker – TR_02 Construction Module January 2019

CLRM 2019 01 Crocker – PWC -emerging-trends-in-real-estate-2019

October 19, 2018 Construction Disbursements; Draft White Paper – Download Here

September 20, 2018 Forum Call Slide DeckDownload Here

Emerging Red Flags in CRE Property Condition Assessments:

Whether you’re involved in new development, rehab, or the evaluation and management of existing buildings, this month’s call should provide food for thought.

Property values and operating costs can vary significantly depending on building materials and design/construction methods as well as the overall condition of improvements. You may already be familiar with commonly recognized red flags like polybutylene piping and fire-retardant plywood, but newer materials and designs sometimes come with problems of their own.

This month, Joe Derhake, CEO of Partner Engineering, will join us to talk about emerging issues that bear thinking about when acquiring or financing properties.

August 22, 2018 Forum Call: 

Continue working toward guidance on the disbursement process. Session will focus on:

  • Borrower’s request
  • Contractors request
  • Types of action required
  • Approval criteria

July 25, 2018 Forum Call Slide DeckDownload Here

Call focused on working toward guidance on the disbursement process, with this session focusing on:

  • Required Documentation
  • Things to be Verified before Disbursement
  • Contents of the Borrower’s Application for Payment
  • Criteria for Approval of Disbursements

June 13, 2018 Forum Call Economic Update:  Dianne Crocker, Principal Economist for EDR Insight, will provide a briefing on fundamentals of the commercial real estate market, factors affecting economic performance, the impact of tariffs, and more. Dianne is a well-known speaker specializing in the commercial real estate market, and is widely published in a variety of leading real estate publications.

January 2018 Forum CallConstruction Outlook Automating Construction Disbursements 

October 18, 2017 Forum Call: Identifying and Modifying Key Provisions in Construction Contracts Speaker: Lisa F. Glahn, Foley & Lardner, LLP

September 13, 2017 Forum Call: Managing Risks from Hurricane Harvey (and others)

May 4, 2017 Forum Call: Feedback OCC Exam Guidance – Commercial Credit Risk Policy Office of the Comptroller of the Currency

October 19, 2016 Forum Call: Evaluating Construction Draws Initial Review

September 21, 2016 Forum Call: Interpreting ALTA Surveys

November 19, 2015 Forum Call: Construction Progress Monitoring

October 14, 2015 Forum Call: Insurable Replacement Costs