Family-Owned Commercial Real Estate: Transition, Succession & Exit Planning
You are personally invited to Transition, Succession and Exit Planning, a session in our Family-Owned Commercial Real Estate Learning Series.
For many families, commercial real estate represents their single largest concentration of net worth. Yet when it comes time to plan for transition, succession, or an eventual exit, the real estate decision is often treated as an afterthought, addressed reactively rather than strategically.
This is not a sales pitch. It is a candid working session built around five case studies drawn from real client situations, on how these decisions actually get made and what changes when they are made early.
What this session covers
Hold versus sell decision frameworks
Value sold vacant versus leased investment
Sale-leaseback structures
Cap rates and property valuation
Decisions and dynamics when there are multiple partners
Family dynamics, and the impact successors have
Sequencing a business sale and a real estate sale
Advance planning must-dos
Who will be in attendance
An intimate gathering limited to 16 people.
Six to eight business owners who own commercial real estate and are planning for transition, succession, or exit.
Six to eight trusted advisors working in wealth advisory, estate planning, M&A, CEO group leadership, fiduciary roles, lending, accounting, exit planning, business consulting, and investment banking.
This is not a networking or referral event, and attendees will not be solicited. Questions are welcome throughout.
Agenda:
4:00 to 4:30 PM — Arrival, refreshments served 4:30 to 5:30 PM — Presentation and discussion
Presented by Glenn Arnold, SIOR, Senior Advisor at Voit Real Estate Services. 40 years in the industry, over 1,500 closed transactions, and more than $1.5B in value leased and sold.