Cover Image for Land Development Capital Strategy
Cover Image for Land Development Capital Strategy
Avatar for McCleery Masterclass
Development IQ, built in a room. A monthly working session on Utah land development, taught by the people actually doing the deals.
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About Event

​A land development project isn't only engineered through zoning, roads, utilities and construction.

​It also has to be financially engineered.

​How should the deal be structured? Where should the capital come from? How do investors evaluate the opportunity? What tax and financial considerations should be addressed before major decisions are made?

​On Wednesday, December 2nd, Paul Freeman will walk us through how these decisions fit into the actual land development process and how developers can structure projects more intelligently.

​Paul brings more than two decades of experience in financial services and wealth management, where he currently manages approximately $150 million in funds under management through his UK advisory business.

​He is also actively developing and building in the United States, using private capital, bank financing and subordination to execute residential and subdivision projects.

​That gives Paul a valuable perspective from both sides of the table:

​What we get into

  • ​How to think through the capital structure of a development

  • ​Where private money, equity, bank financing and subordination fit

  • ​How investors evaluate risk, return, timing and liquidity

  • ​How developers can better structure and communicate investment opportunities

  • ​Where tax and financial planning should enter the development process

  • ​How ownership, financing and disposition decisions can affect the project

  • ​When a developer should bring financial, tax and investment professionals into the conversation

​Where this fits in land development

​Paul's expertise becomes especially valuable when you're:

  • ​Evaluating whether a project financially works

  • ​Structuring ownership and investment partnerships

  • ​Building the capital stack

  • ​Raising private money

  • ​Working with lenders

  • ​Considering subordinated financing

  • ​Planning investor returns and project exits

  • ​Thinking through tax and financial implications before making major decisions

​The goal isn't to turn developers into financial advisors.

​It's to help developers understand what questions to ask, what decisions matter and when the right financial expertise needs to be brought into the project.

​Who should be in the room?

​This Masterclass is for:

  • ​Land Developers

  • ​Builders

  • ​Private Investors & Equity Partners

  • ​Lenders & Capital Partners

  • ​Landowners considering development partnerships

  • ​Acquisition Professionals

  • ​Agents & Brokers working around development land

  • ​Anyone trying to move from finding land into actually structuring and executing a development

​Because finding the dirt is only the beginning.

​A developer still has to understand how to structure the money, the ownership, the risk and the return.

​That's part of the science of land development — and that's what we're getting into on December 2nd.

​About Paul Freeman

​Paul Freeman has worked in financial services since 2000, including roles with Cooperative Insurance Society, Bank of Scotland, Halifax Bank and Lloyds Bank.

​Since 2009, he has operated Freeman Financial Services, now Ensign Wealth Ltd., advising private clients across investments, pensions, trusts, life assurance and wealth strategy.

​Paul is also active in construction and development in the United States, including single-family homes, ADUs, cabins and subdivision projects. His development work includes the use of private capital, bank borrowing and subordination.

​That combination allows Paul to bring both the investor's perspective and the developer's perspective into the room.

​Ninety minutes, and we respect the clock

​11:30 to 1:00. We start on time and we finish on time. You will be back to your afternoon.

​Bring a deal you are stuck on or struggling with. The Q&A is the part people come back for.

​Free to attend. 80 seats.

Location
Utah Valley University
800 W University Pkwy, Orem, UT 84058, USA
Room KB362, Scott C. Keller Building. Parking: paid parking directly in front of the Keller Building. Free option is the north end of the Walmart lot, then walk under the road to Keller.
Avatar for McCleery Masterclass
Development IQ, built in a room. A monthly working session on Utah land development, taught by the people actually doing the deals.