FOREIGN INVESTORS; WHAT MAKES AMERICA GREAT?
We've all heard the stories about the money flowing in from other countries to buy U.S. CRE assets. Whether considering a $500k investment or $350M investment, our panel has done it all. Come listen to several seasoned International CRE Brokers who've closed a wide range of transactions, both large and small, by helping to place foreign capital in the US CRE Market.
Are these investors a good candidate to buy Your Listing? Are they competition to your client's next purchase? What are they looking for? What's their motivation? How does their philosophy differ from a domestic investor?
Alan will be speaking on the Foreign Investment Real Property Tax Act (FIRPTA). Alan will cover the intricacies of the law, it’s application in the real world and how to work with FIRPTA and the 1031 Exchange. If you have foreign investors you will want to hear Alan.
Speakers:
Alan Brickley
Alan is currently Practicing Law Independently. He has been in title insurance or real estate law for over 46 years and served as legal counsel with First American Title Insurance Company. Mr. Brickley earned his J.D. degree from Northwestern College of Law, Lewis and Clark College and his M.B.A. degree from the University of Oregon. He has been a member of the Oregon State Bar since 1970. In addition to his duties at First American, he has taught at Clackamas Community College, Lewis and Clark College, Northwestern College of Law and Willamette University Law School. He is currently an adjunct professor at Marylhurst University and Portland State University.
Mr. Brickley was also involved in civic affairs as former mayor of West Linn (1974 to 1982) and currently on the City Club of Portland where he has served on the board of governors and chair of the Research Board. He is a frequent lecturer on real estate related issues for the Oregon State Bar, Oregon Law Institute, Mortgage Lending Education Board (2006 Educator of the Year) and other organizations.
Jack Chu, CCIM
Jack is a seasoned real estate professional licensed in Oregon, Washington & California. He has a Masters in Real Estate and have held an elite CCIM designation since 1995 (which only 6% of all real estate professionals attain). With over 15 years of experience working on the ground in China, he has honed his negotiating skills by putting numerous joint ventures together while building a strong foundation with an array of Chinese investors and buyers. As an owner of commercial properties, he can help you with the negotiation to your best advantage.
His community involvement includes being a board member for Oregon/SW Washington CCIM Chapter, Lu Su Garden and NW China Council in Portland, Oregon. In addition, he has mentored students from Portland State University. As a past CEO for a solar deposition company, he is in tune and involved with the "green building" and renewable resource trend of "Green Buildings".
As a business owner and investor, he also has the hands-on feel for sellers here on the West Coast. With over 40 years in international business under his belt, he has a strong network of clients that span across the globe. With a focus on execution, a value for collaboration and a love for real estate, he is always on the hunt to overcome challenges, add new clients, deliver innovative ideas and achieve the next big win.
Todd Zalk
Zalk works at Wells Fargo as a Business Development Officer in the Business Banking Group. He previously served as the company’s Membership Banking/Regional Program Manager for Oregon and Southwest Washington. He is responsible for identifying businesses in the Portland and Vancouver metro area that would benefit from Wells Fargo’s variety of financial services and products, including treasury management solutions, equipment and commercial real estate loans, and lines of credit.
Zalk started his financial services career at Bank of Clark County, where he served as a business relationship officer from 2007 to 2009. He then joined Wells Fargo as a Business Banking specialist and was appointed Membership Banking/Wells Fargo at Work regional program manager in 2010. His career also includes working for nine years in business development for two national contractors in Vancouver. He earned a bachelor’s degree in business management and organization leadership and an MBA degree from George Fox University in Newberg, OR.
Zalk has co-chaired Evergreen School District’s general advisory committee and served on its business committee since 2007. He has also served on the Battle Ground School District’s business and general advisory committees since 2008, and is currently a counselor for the SBA’s SCORE program.
Isaac Grant (Moderator)
Isaac Grant is a Commercial Lending Officer and has worked in the Credit Union industry for 7 years. His employer, Northwest Community Credit Union, have been serving local communities throughout Oregon since 1949. As a Power Partner for the Oregon / SW Washington CCIM chapter he is one of the go to lenders for our CCIM members. Isaac was born and raised on the south coast of England and met his wife while living in Oxford, England. She is from the Eugene, OR area and hence he moved some 5,000 miles across the pond!