King Ballrooms

Successfully navigating workouts and distress investing hinges on understanding the motivations and mindsets of all counterparties involved. Nowhere is this more critical than in distressed situations. Borrowers are often negotiating from a position of weakness, and failure to recognize or address this reality can lead to compounded problems and a lost opportunity before negotiations even begin.

Distress investing follows similar principles. Behind every deal lies a distressed borrower and a distressed lender, each with their own pressures and objectives. If you aim to be the "white knight," understanding these motivations is essential. Whether restructuring debt or seeking out great investment opportunities, your strategy must account for the right timing—whether restructuring directly with lenders or waiting for assets to hit the market (and competing in a bidding war).

Our expert panel will explore the challenges, motivations, and methods for success in this space. We’ll examine macroeconomic trends and provide insights into navigating specific workouts and deals. Key discussion points include:
• Do lenders really prefer not to foreclose, or is their true goal in fact just to avoid losses?
• Can an advisor pitching their golf buddy's status truly influence a lender’s decision to accept a loss? Does that include a 5-stroke lead?
• What does “non-recourse” actually mean? Spoiler: Many of today’s Multi-Family bridge loans are only non-recourse under ideal conditions.
• Pre-negotiation agreements: While they’re nearly impossible to avoid, learn to identify and counteract clauses that could trap you. Push back on non-negotiables whenever possible.

By the end of this session, you may have more questions than answers, but at least you’ll have the right questions. The answers typically lie in your loan documents, operations and the advice of our panelists.

Panelists and Moderator will be announced soon.