Land-secured Financing: Fundamentals and Evolving Practices

September 10–11, 2025

DoubleTree by Hilton Hotel Pleasanton at The Club
7050 Johnson Drive, Pleasanton, California, 94588

This seminar will deliver comprehensive education on the land-secured financing process from district preformation through project implementation to ongoing administration. Day 1, participants will be immersed for a full day in the strategic planning and application mechanics of land-secured financing, providing an introduction to both Mello-Roos Community Facilities Districts (CFD) and Assessment Districts as well as an ongoing focus on CFDs. Day 2 will build from the fundamental land-secured topics to examine current CFD formation, financing, and administration practices, and explore the strategic combination of CFD and tax increment financing tools to meet a variety of current public finance challenges. Day 2 will also provide a summary of real estate market trends, bond market trends and challenges, and a legal, legislative, and regulatory update.