People Helping People Real Estate: Is it a gift or a deal? Presented by Douglas Stockham, CCIM, SIOR 140 El Mirasol Palm B...
Overview <ul><li>Dealing with individual contributors.  What are the benefits? </li></ul><ul><li>Dealing with corporate co...
Capital Wealth in the U.S. 1997 - $55 Trillion Real Estate 44% $24 Trillion Bonds 20% $11 Trillion Cash & Equivalents 14% ...
Value of Real Estate vs. Stocks & Bonds Commercial $11 Trillion Gov’t Owned $5 Trillion Residential $8 Trillion Stocks $12...
Benefits to Individual Donors <ul><li>Estate planning </li></ul><ul><li>Increased income stream </li></ul><ul><li>Tax savi...
Profile of an Individual Donor <ul><li>Modestly wealthy </li></ul><ul><li>No Heirs </li></ul><ul><li>Over 65 </li></ul><ul...
Profile of an Individual Donor <ul><li>Need for supplemental retirement income </li></ul><ul><li>Has good tax and accounti...
Profile of a Corporate Donor <ul><li>Philanthropic program in place </li></ul><ul><li>Owns asset which has greatly appreci...
Corporate Surplus Real Estate <ul><li>Office building </li></ul><ul><li>Warehouse complex </li></ul>Example 1
Real Property Issues <ul><li>Master of Appraisal Institute report </li></ul><ul><li>Environmental Impact Study </li></ul><...
Real Property Issues <ul><li>Wetlands </li></ul><ul><li>Ingress and egress </li></ul><ul><li>Utility availability </li></u...
Types of Real Property <ul><li>Single family residential </li></ul><ul><li>Vacant land </li></ul><ul><li>Residential lot /...
Types of Real Property <ul><li>Farm / orchard / vineyard </li></ul><ul><li>Condo / residential </li></ul><ul><li>Commercia...
Types of Real Property <ul><li>Retail </li></ul><ul><li>Net leased property </li></ul><ul><li>Land leases </li></ul><ul><l...
Types of Real Property <ul><li>Timber </li></ul><ul><li>Business  opportunities  including real estate </li></ul><ul><li>C...
Types of Real Property <ul><li>Build to suit </li></ul><ul><li>Renovations /  conversions </li></ul>
Types of Real Property <ul><li>Vacant land </li></ul><ul><ul><li>Excess land from previous development </li></ul></ul><ul>...
Case Studies <ul><li>Vacant land tract - San Francisco, California </li></ul>(Not actual photo)
Case Studies <ul><li>Small neighborhood shopping center - San Diego, California </li></ul>(Not actual photo)
Case Studies <ul><li>Land Lease – Memphis, Tennessee </li></ul>(Not actual photo)
How to Convert Equity <ul><li>Cash </li></ul><ul><li>Cash and carried financing </li></ul><ul><li>1031 exchanges (partial)...
Annual holding cost <ul><li>Property taxes </li></ul><ul><li>Property and casualty insurance </li></ul><ul><li>Staffing ti...
Risk Exposure <ul><li>Environmental impact issues </li></ul><ul><li>Injury to visitors </li></ul><ul><li>Down zoning </li>...
Time for Staff to Manage <ul><li>Accounting for asset </li></ul><ul><li>Grounds and building maintenance </li></ul><ul><li...
People Helping People… Real Estate donations for the Charitable World Carr Real Estate Services for Charities $11 Trillion...
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Real Estate Donations

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  • Change over time; significantly more diverse.
  • Change over time; significantly more diverse.
  • Offer was for Charitable Remainder Trust with 10 year term It was a 50% interest Out of state property 54 year land lease with net payments of $15,000 per year ($810,000) Rejected so UW stood to get Zero (0) Community Foundation rejected National Real Estate Foundation accepted and UWSD gets $10,000 for 54 years (540,000) plus interest in building!
  • Change over time; significantly more diverse.
  • Real Estate Donations

    1. 1. People Helping People Real Estate: Is it a gift or a deal? Presented by Douglas Stockham, CCIM, SIOR 140 El Mirasol Palm Beach, FL 33480 561.301.2267
    2. 2. Overview <ul><li>Dealing with individual contributors. What are the benefits? </li></ul><ul><li>Dealing with corporate contributors. What are the benefits? </li></ul><ul><li>Generic problems. </li></ul><ul><li>Creative solutions. </li></ul>
    3. 3. Capital Wealth in the U.S. 1997 - $55 Trillion Real Estate 44% $24 Trillion Bonds 20% $11 Trillion Cash & Equivalents 14% $8 Trillion Stocks 22% $12 Trillion Source: Ibbotson & Associates & Urban Land Institute Source: Ibbotson & Associates & Urban Land Institute
    4. 4. Value of Real Estate vs. Stocks & Bonds Commercial $11 Trillion Gov’t Owned $5 Trillion Residential $8 Trillion Stocks $12 Trillion Bonds $12 Trillion Real Estate Stocks & Bonds
    5. 5. Benefits to Individual Donors <ul><li>Estate planning </li></ul><ul><li>Increased income stream </li></ul><ul><li>Tax savings </li></ul><ul><ul><li>Capital gains </li></ul></ul><ul><ul><li>Income </li></ul></ul><ul><ul><li>Inheritance </li></ul></ul><ul><li>Providing social capital for various charities </li></ul><ul><li>Preserve wealth for heirs </li></ul>
    6. 6. Profile of an Individual Donor <ul><li>Modestly wealthy </li></ul><ul><li>No Heirs </li></ul><ul><li>Over 65 </li></ul><ul><li>Philanthropic disposition </li></ul><ul><li>Owns asset(s) which has appreciated </li></ul>
    7. 7. Profile of an Individual Donor <ul><li>Need for supplemental retirement income </li></ul><ul><li>Has good tax and accounting support </li></ul>
    8. 8. Profile of a Corporate Donor <ul><li>Philanthropic program in place </li></ul><ul><li>Owns asset which has greatly appreciated </li></ul><ul><li>Has non-productive real estate assets </li></ul><ul><li>Wants to time disposal of asset(s) </li></ul><ul><li>Could use gift tax deduction </li></ul>
    9. 9. Corporate Surplus Real Estate <ul><li>Office building </li></ul><ul><li>Warehouse complex </li></ul>Example 1
    10. 10. Real Property Issues <ul><li>Master of Appraisal Institute report </li></ul><ul><li>Environmental Impact Study </li></ul><ul><li>Title Insurance </li></ul><ul><li>Power to Sell </li></ul><ul><li>Radon </li></ul><ul><li>Americans with Disabilities Act (ADA) </li></ul>Example 1
    11. 11. Real Property Issues <ul><li>Wetlands </li></ul><ul><li>Ingress and egress </li></ul><ul><li>Utility availability </li></ul><ul><li>Surveys / encroachments </li></ul>Example 2
    12. 12. Types of Real Property <ul><li>Single family residential </li></ul><ul><li>Vacant land </li></ul><ul><li>Residential lot / subdivision </li></ul><ul><li>Commercial lot / planned unit developments </li></ul><ul><li>Ranch </li></ul>
    13. 13. Types of Real Property <ul><li>Farm / orchard / vineyard </li></ul><ul><li>Condo / residential </li></ul><ul><li>Commercial </li></ul><ul><li>Medical building </li></ul><ul><li>Industrial building </li></ul><ul><li>Office building </li></ul><ul><li>Apartments </li></ul>
    14. 14. Types of Real Property <ul><li>Retail </li></ul><ul><li>Net leased property </li></ul><ul><li>Land leases </li></ul><ul><li>Improvements with 30 years or more remaining on lease </li></ul><ul><li>International asset </li></ul>
    15. 15. Types of Real Property <ul><li>Timber </li></ul><ul><li>Business opportunities including real estate </li></ul><ul><li>Commercial and residential mortgages </li></ul><ul><li>Self storage units </li></ul><ul><li>Marinas </li></ul>
    16. 16. Types of Real Property <ul><li>Build to suit </li></ul><ul><li>Renovations / conversions </li></ul>
    17. 17. Types of Real Property <ul><li>Vacant land </li></ul><ul><ul><li>Excess land from previous development </li></ul></ul><ul><li>Split Fee </li></ul><ul><ul><li>Donate/lease-back of land or building </li></ul></ul>Building Site & Surrounding Parking Area Excess Land Donate it!
    18. 18. Case Studies <ul><li>Vacant land tract - San Francisco, California </li></ul>(Not actual photo)
    19. 19. Case Studies <ul><li>Small neighborhood shopping center - San Diego, California </li></ul>(Not actual photo)
    20. 20. Case Studies <ul><li>Land Lease – Memphis, Tennessee </li></ul>(Not actual photo)
    21. 21. How to Convert Equity <ul><li>Cash </li></ul><ul><li>Cash and carried financing </li></ul><ul><li>1031 exchanges (partial) </li></ul><ul><li>Joint ventures </li></ul>
    22. 22. Annual holding cost <ul><li>Property taxes </li></ul><ul><li>Property and casualty insurance </li></ul><ul><li>Staffing time </li></ul><ul><li>Maintenance </li></ul><ul><li>Lost investment income </li></ul>
    23. 23. Risk Exposure <ul><li>Environmental impact issues </li></ul><ul><li>Injury to visitors </li></ul><ul><li>Down zoning </li></ul><ul><li>Utility moratorium </li></ul><ul><li>Downturn in property values </li></ul>
    24. 24. Time for Staff to Manage <ul><li>Accounting for asset </li></ul><ul><li>Grounds and building maintenance </li></ul><ul><li>Collection of rents </li></ul><ul><li>Compliance with city ordinances </li></ul>
    25. 25. People Helping People… Real Estate donations for the Charitable World Carr Real Estate Services for Charities $11 Trillion in Commercial Real Estate available in U.S. today! For additional information contact: Douglas Stockham, CCIM, SIOR 561.301.2267 [email_address]

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