Part 2: The Importance of Picking the Right Partners: Tax-Advantaged Real Estate Investment Opportunities.
As investors are looking for tax-advantaged strategies, it is of utmost importance to partner with a company that places a high priority on attention to detail. Selecting the right partner that leaves no stone unturned is critical. Make sure to pick a partner with the laser focus as a guide for tax-advantaged strategies.
This session will offer a unique opportunity to deeply explore conservation easements and tax-advantaged real estate investment opportunities. The goal is to educate how to use conservation easements as a powerful tool. We will also discuss the importance of how mining can be used to assess the highest value best use for the conservation easement options.
Learning Objectives:
- How to aggregate mining can be used as the highest best use for land value
- How to utilize Conservation Easements as an effective Tax Advantage
- Educational information on Conservation Easements
Speakers
Chris Reyer, CPA
Member
Warren Averett’s Tax Division
Chris Reyer is a Member of Warren Averett’s Tax Division. He works with family owned businesses in industries including real estate, construction, transportation and logistics, and dealerships. He specializes in conservation easement planning, family investment partnerships, entity structure, federal and state tax planning, profitability enhancement and general business consulting.
Clayton Mobley
Co-Founder and CEO
Green Rock
Clayton is Co-Founder and CEO of Green Rock, where he oversees all aspects of the company’s real estate development business in order to create outstanding alternative investment products for the company’s investors. Clayton strongly believes that delivery of a great investment product is achieved through expertise in content knowledge, passionate people to execute the strategy, and aligned incentives between the manager and the capital.
Chris Devine
COO
Green Rock
Chris Devine is the COO of Green Rock, where he creates and manages strategic real estate asset development plans with a focus on alternative investment strategies and an emphasis on meeting or exceeding the goals of Green Rock’s partner investors. As part of his management responsibilities, Chris directs a team of internal and external professionals across various specialized fields to provide for the necessary due diligence and exploration of development opportunities.
Michael P Williams
Corporate/Securities/Mergers & Acquisitions/Commercial Real Estate
Mr. Williams assists his clients with every aspect of the corporate lifecycle, from pre-planning and formation all the way through exit. Mr. Williams’ clients trust him to be their outside advisor, to counsel on legal, as well as strategic and business-related decisions. Several areas of Mr. Williams’ practice include, but are not limited to: assisting with the pre-planning, formation and governance of all types of legal entities; capital raising of all sizes and nature, with an emphasis on private placement securities offerings; mergers and acquisitions (both buy-side and sell-side, and equity and asset deals) and the structuring of simple and complex transactions; reviewing and counseling borrowers with respect to financing transactions (institutional as well as private lenders); syndications; public offerings and the related reporting requirements; real estate transactions; and intellectual property. Mr. Williams also has experience drafting offering documents and related agreements for public and private real estate investment trusts (REITs) and business development companies (BDCs).
Mr. Williams’ represents clients in a broad spectrum of industries, including the following industries: consumer packaged goods, food services, cannabis, fitness, entertainment, hospitality, securities, textiles, technology, real estate and real estate conservation.
