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September 2019

LE-5, Due Diligence Title Review

September 17 @ 11:00 am - 12:30 pm
JW Marriott Marco Island Marco Island, FL United States

This intermediate course will explore the review of title reports and underlying title documentation, potential environmental issues, identifying potential exclusives and competing uses, identifying potential third-party consents, and documenting and organizing due diligence material.

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CO-6, Auditing & Identifying Overcharges in Office Operating Expenses

September 17 @ 11:00 am - 12:30 pm
JW Marriott Marco Island Marco Island, FL United States

This basic class steps through the basics of reviewing and auditing office operating expenses for overcharges. It reviews the types of expenses unique to office leases. This presentation will walk the class through the actual method of tying and verifying invoices to the general ledger. It will address how to audit the” base year” and “gross-up” clause and how it can both help and hurt a tenant. This will touch upon the Loss Factor, which is the difference between usable…

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LA-6, The Art of Lease Abstracting

September 17 @ 11:00 am - 12:30 pm
JW Marriott Marco Island Marco Island, FL United States

This basic competency course will review key abstracting and data requirements, as well as review data input techniques for various lease provisions which will provide for more efficient and consistent data management. Lease abstracting challenges will be discussed in collaboration with attendees who will share their solutions. The course will wrap up with a brief look at the future of lease abstracting.

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OC-7, Beginner Real Estate Taxes

September 17 @ 11:00 am - 12:30 pm
JW Marriott Marco Island Marco Island, FL United States

Paying a share of real estate taxes is a part of most lease agreements. This basic class will examine the review of real estate tax invoices from a beginner perspective. The presenters will walk through an actual year-end reconciliation with tips and techniques to navigate invoices and lease language in an effort to minimize these expenses. In addition, we will share ways to communicate these findings to landlords.

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LA-4, Negotiation: Problems, Pitfalls and Potential Resolutions

September 17 @ 11:00 am - 12:30 pm
JW Marriott Marco Island Marco Island, FL United States

This intermediate presentation will focus on preparing attendees to successfully negotiate while at the same time presenting and discussing alternatives and resolutions for those situations where negotiations are progressing unsuccessfully. Further, this presentation will address tactics to avoid in order to make the negotiation more successful. Two seasoned attorneys will review various skills, techniques, and tactics they use during their own negotiations and will also present a mock negotiation modeling these skills, techniques, and tactics. Attendees will be involved in…

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