The upcoming ULI Carolinas Meeting will feature a Shark Tank program. Tailored after the popular television show, this engaging program brings together real estate entrepreneurs and a panel of “Sharks” to vet their proposals in the context of their decades of experience. The goal of the event is to offer the audience a look behind closed doors of an investment committee.

The session will feature two interesting and diverse investment proposals presented by real estate entrepreneurs. The Sharks will critique the presentations and ask hard-hitting questions leveraging their experiences, critical evaluation methods and quick wits. With the potential for blood in the water, the event promises to be a unique, dynamic and real-world look into the behind-the-scenes machinery of getting a real estate investment deal done.

At this time, ULI Charlotte, South Carolina and Triangle are soliciting presenter proposals.

Successful candidates will have real-world experience with real estate development, an active and interesting deal to discuss, the ability to make a concise and captivating presentation, and a healthy sense of humor.

The event will offer presenters:

• Constructive feedback in an authentic investment committee format
• A thorough vetting of all high-level project plans, assumptions, etc.
• Presentation experience and practice pitching your deal
• Immediate access to the fantastic ULI network

At past ULI Shark Tank events, deals have been financed.  This is a great opportunity to present your deal to a multitude of potential interested investors.
Presenter Expectations, Event Description and Format

Once selected and notified, presenters will be expected to participate in 2-3 planning/mentoring calls with the ULI Programs Committee. The event will take place on February 10, 2015 at 11am during the ULI Carolinas’ Meeting in Charleston, SC.

The event consists of two project presentations. Each presentation consists of:

• 10-15 minute power point presentation to the Shark panel, enough meat for the Sharks to sink their teeth into. Some important components include:
• Firm/developer track record
• Specific funding request
• Project summary
• Market context
• Presenter background and experience
• Project economics and returns
• Moderated discussion with Sharks and the audience

The Sharks:

Patricia R. Healy – A veteran Shark from four Shark Tanks at ULI National Meetings, Trish is co-founder and Principal of Hyde Street Holdings, LLC. For over fifteen years, Hyde Street has acted as a principal or advisor, concentrating on the strategic, operational and financial opportunities created by under-optimized circumstances or new ventures.

Andy Holland – Senior Vice President, Commercial Real Estate Manager at Wells Fargo. In his 27 years as a real estate lender, Andy has never seen a pro forma that doesn’t pencil out – that is until he starts digging.  Probably our nicest Shark in the tank, Andy will still put his fin on and let you know what Wells Fargo needs to underwrite a loan.

Peter A. Pappas – The founder of Pappas Properties in Charlotte, NC, Pappas led his team in developing a number of successful mixed-use projects including Phillips Place, Ballantyne, Morrocroft, and 330 South Tryon.

Tyler Hudson – Executive Vice President and Head of Commercial Real Estate Lending for South Carolinas at NBSC, a division of Synovus Bank in Charleston, SC

Proposal Requirements – please send the following information to [email protected] by January 15, 2015.

• Biography and CV of the proposed presenter
• Summary-level outline of the investment request and project description, maps, etc.
• Cover letter expressing interest in participating

For more information about attending the ULI Carolinas’ Meeting, Click Here.