Product Description

• Title and Survey: Explanation of basic title documents, what title insurance is and what it covers, how to decipher key sections of a title insurance policy, and what to expect when negotiating the policy; Essential survey elements and how to locate them

• Overview, Offers/Letters of Intent, Acquisition Documents: What should and should not be in a letter of intent or offer to purchase, and why; How to progress from offer or LOI to purchase and sale agreement, including an examination of key purchase and sale agreement issues such as representations and warranties, pre-closing rights and obligations, closing conditions, and remedies for default; Considerations concerning choice of buyer entity

• Zoning, Subdivision, Environmental Site Assessments: Overview of zoning law, including forms of zoning relief, and how to perform a zoning analysis on proposed and completed projects; How the Subdivision Control Law and local practices can help or hinder development; What to look for in an environmental site assessment report, and what to do when you find it

• Permanent Financing: The loan application and commitment process; Important document provisions, including nonrecourse clauses, subordinate financing, due on sale, prepayment penalties, and financial covenants; How permanent financing documents affect every aspect of your client’s project, from the ability to restore the building following a casualty to the ability to find and retain quality tenants

• Leasing: Discussion of office and retail lease issues from the perspectives of landlord and tenant, from term sheet to final lease; Key concepts applicable to any lease, including operating and common area maintenance expense and tax provisions and construction of leasehold improvements; How to digest and abstract a lease

Agenda & Materials

• Day One: October 23rd, 2023
• 9:30 - 11:30 am

  Title & Survey

  on demand video Add to Cart

  Daniel C. Healy, Esq., Seyfarth Shaw LLP , Boston
  Margaret M. Fortuna, Esq., Commonwealth Land Title Insurance Company , Boston
  
• 11:30 - 11:45 am

  Break
• 11:45 - 12:45 pm

  Overview, Offers/Letters of Intent, Acquisition Documents

  on demand video Add to Cart

  Darren M. Baird, Esq., Goulston & Storrs, PC , Boston
  Jean C. Bowe, Esq., Goulston & Storrs, PC , Boston
  
• 12:45 - 1:25 pm

  Lunch
• 2:30 - 4:30 pm

  Zoning, Subdivision, Environmental Site Assessments

  on demand video Add to Cart

  Kathleen M. Heyer, Esq., Pierce Atwood LLP , Boston
  Michael W. Parker, Esq., Dain, Torpy, Le Ray, Wiest & Garner, PC , Boston
  
• Day Two: October 24th, 2023
• 9:30 - 11:45 am

  Permanent Financing

  on demand video Add to Cart

  Edward Gelles, Esq., Dain, Torpy, Le Ray, Wiest & Garner, PC , Boston
  Sean W. Gilligan, Esq., Gesmer Updegrove LLP , Boston
  
• 11:45 - 12:00 pm

  Break
• 12:00 - 1:00 pm

  Leasing

  on demand video Add to Cart

  Eric M. Labbe, Esq., Dain, Torpy, Le Ray, Wiest & Garner, PC , Boston
  Peter Brassard, Esq., Dain, Torpy, Le Ray, Wiest & Garner, PC , Boston
  
• 1:00 - 2:00 pm

  Lunch
• 4:00 - 4:30 pm

  Ethical Issues in Commercial Real Estate Practice

  on demand video Add to Cart

  Eric M. Labbe, Esq., Dain, Torpy, Le Ray, Wiest & Garner, PC , Boston
  Peter Brassard, Esq., Dain, Torpy, Le Ray, Wiest & Garner, PC , Boston
  

Cochairs

Faculty