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Due Diligence in the Purchase and Sale of Real Estate - What To Focus on and What to Ignore


Level: Advanced
Runtime: 87 minutes
Recorded Date: January 11, 2017
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Agenda

  • The “process” of real estate due diligence
  • “Universal” due diligence issues – ownership, title, survey, environmental, permits
  • Tailoring due diligence to specific transactions – existing buildings or new developments
  • Knowing when enough is enough – cost/benefit analysis of due diligence
Runtime: 1 hour and 27 minutes
Recorded: January 11, 2017

Description

Due diligence for real estate transactions is a bit of an enigma. What is its goal? What does it entail? What value does it add to a real estate sales transaction? These questions often arise for lawyers and, even more commonly, for less sophisticated (or impatient) parties. We invite you to spend your time with us considering why and how we undertake due diligence when buying or selling real estate.

This program was recorded on January 11th, 2017.

Provided By

American Bar Association
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Panelists

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Nancy Appleby

Founder & Attorney
Appleby Law PLLC

Nancy Appleby is a nationally recognized expert in real estate and project development on tribal land. Her strength and reputation are the result of a number of factors, including 30 years experience and expertise in commercial real estate, lending, Indian law and the Indian Financing Act, and her strong relationships and credibility with tribal counsel and with counsel and staff at the Department of Interior.

Nancy's practice includes real estate and commercial development, real property and mortgage law; leasing; construction and permanent lending for commercial and residential projects; banking and title insurance; regulatory and agency matters; government-guaranteed loan programs and commercial litigation, both inside and outside of Indian country. She represents creditors, real estate developers, energy development companies, large and small corporations, business owners and contractors.

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Kellye Curtis Clarke

Branch Manager / Counsel
RGS Title, LLC

Ms. Clarke has over 19 years of title/settlement industry and real estate law experience. Ms. Clarke also served as a Law Clerk to the Honorable Lee F. Satterfield, Chief Judge of the District of Columbia Superior Court, Washington, D.C. She is admitted to practice in Virginia and has earned the reputation of being a consistent, go-to resource for the real estate community in Northern Virginia, as well as a knowledgeable, patient and unflappable settlement attorney that is able to close the simplest to the most complex real estate transaction. Ms. Clarke’s community involvement includes being a graduate of Leadership Fairfax, board member of the George Mason Women In Business Consortium and a volunteer and advocate for the American Heart Association. Ms. Clarke has held leadership positions in the mandatory bar and in various specialty bars, in the Commonwealth of Virginia. Ms. Clarke currently serves on Council for the American Bar Association Real Property Division of the Section of Real Property, Trust & Estate Law (“RPTE”) and Co-Chair of the Diversity Committee where she is a sought after speaker on real estate topics. Ms. Clarke is a graduate of George Mason University School of Law.


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