Land to Ledger: Real Estate and Tax Insights

Join us for a focused session exploring key real estate market forces, strategic tax planning, and a practical case study from the field. This seminar will provide critical insights into the interplay between tax strategy and real estate investments for property owners, investors, and developers navigating the evolving landscape in 2025. Following the seminar, attendees will have the opportunity to network and connect with outstanding professionals from various industries, while enjoying gourmet food, hors d'oeuvres, deserts and drinks.

The speakers for the seminar include Sam Zhang, Managing Partner at New Land Capital, Robert Martinek, Director at Eisner Advisory Group, and Michael Torhan, Partner at Eisner Advisory Group. The moderator is Grace Sprite, Managing Director at New Land Capital.

SPEAKER HIGHLIGHTS

• Sam Zhang

  • Dual-licensed attorney in New York and New Jersey

  • Raised funds for more than 1.2 million square feet of real estate properties in New York

  • Experienced in multi-billion-dollar business mergers and bankruptcy cases

  • Juris Doctor degree from Michigan State University

• Grace Sprite

  • Over a decade of experience in real estate capital markets

  • Executed loan transactions over $250 million

  • Managed portfolio exceeding $3 billion nationwide

  • Previously at Criterion Group, Ariel Property Advisors, and Zeinty Asset Management

• Michael Torhan

  • Specializing in real estate, hospitality, and financial services

  • Experienced advisor on joint ventures, 1031 exchanges, and PE fund structures

  • Deep expertise in REIT taxation, partnership allocations, and waterfall modeling

  • CPA with an MBA from St. John’s University

• Robert Martinek

  • 35 years of experience in real estate valuation and consulting

  • Clients across private equity, REITs, investment banks, and Fortune 500 companies

  • Expertise in real estate valuations and appraisal reviews

  • State-certified appraiser, BSBA in Finance and Real Estate from the University of Denver

KEY TOPICS

• Macro View of Real Estate Trends & Tariff Impacts: Attendees will gain perspective on regional growth, shifting zoning trends, housing demand, and the influence of macroeconomic factors such as interest rates, inflation, and tariff. 

• Tax Strategy Deep Dive: Topics will include Tax Planning for Individual Investors, Key real estate tax strategies for investors in 2025 and evaluating exit strategies—comparing the tax consequences of selling versus holding assets in today’s market.

• Developer Case Study - Janet Place: Applying previous discussion to a real project of investment opportunity by New Land Capital, explore how tax strategies and macro impacts are functioning in real life.

This event is ideal for those seeking actionable insights to inform strategic investment and development decisions in a volatile policy and economic environment.