The Competitive Edge, Part One: Investment Analysis of Green Building
This is the first workshop in a four-part series. These courses will deepen your understanding of underwriting and
structuring green building investments.
Learning Objectives
- Understand the latest trends in green real estate finance and
investment.
- Understand the key areas of property financial and investment
performance affected by sustainable design.
- Become familiar with emerging financial products and programs for
sustainably-built commercial real estate.
- Apply knowledge through case studies and the LEED v3 rating system
to pro-forma cash flow analysis.
- Deepen skills to develop the business case for and conduct due
diligence on investments.
- Learn how green building ordinances and code requirements will
impact underwriting for all projects.
- Understand legal issues related to sustainable design that impact
investments.
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Who Should AttendReal estate investors, brokers, financiers,
entrepreneurs, attorneys, accountants, and developers who work (or
expect to work) on sustainable development projects and want to
understand how the LEED rating system impacts the economics of their
projects.
Course Highlights
- Learn the key areas of property financial and investment
performance affected by sustainable design
- Apply their knowledge through case studies featuring application of
the LEED-rating system to pro forma cash flow analysis
- Legal issues related to project sustainable design
- Cover key trends in green real estate finance and investment that
affect real estate markets
- Learn about project finance as it relates to green building
ordinances and green leasing economics
In-Depth, High-Value ResourcesIn addition to in-class materials
and exercises, participants will receive valuable supporting materials
including the latest research, study articles, and resources to assist
in their further work on building investments. |
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About the Instructors
Lisa Michelle Galley is the managing principal of Galley Eco Capital. She leads the firm’s green finance consulting practice, which helps governments, investors, and lenders to use green finance to maximize the value of sustainable development.
Under her leadership, Galley Eco Capital was recently recognized by Sitra, the Finnish Innovation Agency, for creating green finance models supporting the development of a low-carbon district. She is also a Faculty member of the Federal Reserve Bank’s renowned National Community Development Lending School, teaching Green Underwriting for Multifamily Development to lenders.
Lisa’s unique knowledge of the emerging green building and energy efficiency finance space has made her a sought-after consultant and thought leader in the industry. She has co-authored studies and articles, and speaks internationally on the topic of financing green communities. She is a member of Mayor Gavin Newsom’s Task Force on Existing Building Efficiency and Treasurer of the U.S. Green Building Council’s Northern California Chapter.
Before founding Galley Eco Capital, Lisa was a commercial real estate finance executive, responsible for creating and managing credit and equity investment programs throughout Europe and North America. As lenders and investor representatives, she and her partner concluded more than $10 billion in transactions in Europe and North America, including the financing of some of the earliest LEED-certified developments in the U.S.
David C. Longinotti heads the Real Estate Practice Group of Hanson Bridgett LLP. He offers over twenty years of experience in complex real estate secured transactions and related debt and equity financing arrangements. He is a LEED accredited professional who together with Hanson Bridgett's Sustainable Development Group provides specialized green building legal services in the areas of integrated project delivery, green building law compliance, green leasing and green finance. David is a frequent writer and speaker on topics pertaining to real estate related matters. He is a member of the US Green Building Council's Northern California Chapter, Urban Land Institute, Building Owners and Managers Association (BOMA) and International Center for Conference Centers.
Testimonials
“Lisa’s green finance module has been an exceptional addition to the Bay Area Ross Program in Real Estate over the past two years. The Bay Area Council values her involvement in the program and the participants continuously rate her high-quality topic and delivery as 'excellent'.”
--Scott Zengel, Vice President, Bay Area Family of Funds
"Lisa brings a wealth (pun intended) of real world experience to her seminars. She is at the cutting edge of changing the paradigm of green financing and I always learn something new from her. She is engaging and makes finance interesting (no small feat!)."
--Eric Corey Freed, Principal, organicARCHITECT, Author, "Green Building & Remodeling for Dummies"
Questions about this workshop? Please email us.
About the Series
USGBC-NCC and Hanson Bridgett LLP present
The Competitive Edge: Financial Tools for Green Building Investments
This
four part series will deepen your understanding of underwriting and
structuring green building investments. The workshops will provide
state-of-the-art tools and methodologies to enhance your skills to
analyze and apply the financial considerations of green building
projects and properties.
Four Part Series:
1) Investment Analysis of Green Buildings,
March 3rd
2)
Financial Considerations for Existing Building Retrofits,
April 7th
3) Understanding and Communicating the Financial Case for AEC,
Coming in April
4) Raising the Bar: Green Investment Fund Strategies,
Coming in May
At the door registration will begin one half hour prior to
the workshop, only full Non-Member rates will be available the day of
the workshop. For more information regarding payments, credit card
charges, or disputes, please contact us.
Registration for each finance workshop is separate.
Tickets are limited, reserve your seat today! Coffee and lunch will be provided.
USGBC-NCC Member rates are for individual Chapter Members
only; membership status will be verified prior to the workshop.
Non-member attendees who purchase this ticket type will be required to
pay the full rate at the door on the day of the workshop. If you are
unsure of your membership status, please check the member directory or email
membership. Membership
of USGBC-NCC is held by individuals, not companies. Membership
benefits, therefore, cannot be transferred to other individuals within
the same company or public agency.
Event Sponsor
Refund and Cancellation Policy
Please
email us
at least one week prior to the event or workshop to cancel attendance
or replace an attendee. Please note the following policies:
- If you cancel by February 24, 2010, you will receive an 80%
refund.
- If you cancel between February 25 - March 3, 2010, you will receive a 20% refund.
- A colleague from the same company may replace your reservation for an event or workshop with at least 24 hour notice.
- Should USGBC-NCC have to postpone or reschedule the workshop or event, you will receive a
100% refund.
- Registration cannot be transferred to another workshop or event.
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