Historic Properties Summit


Historic Properties Summit
Thursday, May 18, 2017
8:00 AM - 12:00 PM Program
Golden Valley Country Club
7001 Golden Valley, Golden Valley, Minnesota 55427

7:55 AM Welcome & Introductions
Emcee: Doug Gasek,
Executive Director | Preservation Alliance of Minnesota

8:10 AM Historic Properties State of the Market  
Moderator: Meghan Elliot, Preservation Design Works (PVN) 
Patrick Ostrom,  Real Estate Equities
Jeffrey J. Koerselman, Winthrop & Weinstine
JoAnna Hicks, Element
• What is the inventory of existing Historic Properties
• Where are these properties and how do they qualify as a Historic Property
• What buildings have been restored and redeveloped recently – Case Studies
• What does the overall market look like
• Public vs. Private Historical Properties
• Preservations organizations and resources
9:05 AM Historic Designation – Local and National
Elizabeth Gales, Hess, Roise and Company
Jessica Berglin, Hess, Roise and Company
Aaron Hanauer, AICP, City of Minneapolis – Community Planning and Economic Development
• What is local designation? Who oversees that process?
• What is the National Register? Who oversees that designation?
• How do I know if my property is eligible?
• Does designation limit what I can do to my property? (Are there strings attached?)
• Compliance: Section 106, Heritage Preservation Commission, Environmental Assessment Worksheet
10:00 AM Break
10:10 AM Making the old new: Utilizing historic tax credits as an additional equity source
Moderator: Wayne Schiferl,
Baker Tilly
Charlene Roise, Hess, Roise and Company
Donna Stevermer, Mahoney, Ulbrich, Christiansen & Russ P.A.
Peter Berrie, Partner,  Faegre Baker Daniels
• Identifying projects that can benefit from historic tax credits
• Understanding how to meet project requirements for historic tax credits
• Monetizing historic tax credits
• Understanding the state of the market for “sale” of historic tax credits

11:10 AM Development & Construction Trends of Historical Properties
Moderator: Spencer Finseth, Greiner Construction
Peter Brown, Peter Hendee Brown
John Smoley, Ph.D., City of Minneapolis Community Planning and Economic Development
Alex Haecker, AWH Architects
Will O’Keefe, Bader Development
• Four Perspectives:  Regulation, Development, Design, and Construction
• Risk management and planning to ensure success
• Why do it?  The value of historic properties to users and buyers
• The market, trends, and the future of historic property redevelopment

12:00 PM Adjourn and Networking

Historic Properties Summit


  • When

  • Thursday, May 18, 2017
    8:00 AM - 12:00 PM
    Central Time

  • Where

  • Golden Valley Country Club
    7001 Golden Valley
    Golden Valley, Minnesota 55427

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