Estate Planning - Publications - Faculty & Research - Harvard Business School

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August 2018 (Revised December 2019)
Case

Brooklyn Lodgers: 78 South Third St., Brooklyn, NY

By: Charles F. Wu, Jackie Bereiter and Signe Conway

Nathalie Parizat and her husband, Hugo, were contemplating a new real estate investment. For two years they had been frustrated by and lamenting their situation of paying high rents to third parties while the couple had idle cash in the bank. They also were convinced... View Details

Keywords: Real Estate Development; Property; Investment; Management; New York (city, NY); Brooklyn

October 2024
Case

Southern California Industrial: Freezer Drive

By: Arthur I. Segel, W. Matt Kelly and Dwight Angelini

In the midst of the COVID-19 pandemic, a Boston based real estate private equity firm was seeking to make their very first West Coast investments in hopes of establishing their presence in the strategic region. An exciting property suddenly became available on the... View Details

Keywords: Real Estate Development; Acquisition; Health Pandemics; Risk and Uncertainty; Expansion; Cost vs Benefits; Investment Return; Real Estate Industry

08 Feb 2018
Op-Ed

What’s Missing From the Debate About Trump’s Tax Plan

plan, both consistent with a long tradition from the right of center. Once these are understood, forming an informed opinion on the plan—which will be an important task for Americans in the coming years—becomes possible. The view from tax View Details

Keywords: by Matthew Weinzierl

September 2024
Case

Faena: Magic in Mid-Miami Beach

By: Robin Greenwood, Denise Han, Dave Habeeb and Ruth Page

The link to this multimedia case should be provided to students in advance as preparation for classroom case discussion.

This multimedia case follows real estate developer Alan Faena as he expanded his luxury development business from Argentina to the... View Details

December 2020 (Revised March 2021)
Case

eXp Realty and the Virbela Platform

By: Prithwiraj Choudhury, Jan Bena, David Rowat and Emma Salomon

As he considered his plans for the future, Glenn Sanford, CEO of eXp World Holdings, Inc., faced an exciting conundrum. He had built the first all-remote real estate brokerage firm, eXp Realty, which had been growing exponentially and was thriving, even amidst the... View Details

Keywords: Real Estate; All Remote; Virtual Platform; Internet and the Web; Strategy; Decision Making; Resource Allocation; Digital Platforms; Real Estate Industry; Real Estate Industry

July 2017
Case

A Green Forest Grows in Brooklyn: Joint Venturing with the Chinese

By: Charles F. Wu

MaryAnne Gilmartin, President and CEO of Forest City Ratner (“Forest City”) was planning for yet another protracted discussion over the merits of a green roof for part of her $5 billion dollar new development in Brooklyn. While the low seven-figure cost overrun was to... View Details

Keywords: Real Estate Development; Real Estate; EB-5; Sustainability; Promote; Waterfall; Joint Ventures; Environmental Sustainability; Relationships; Real Estate Industry; China

August 2012 (Revised February 2017)
Case

Porto Adriatico

By: Arthur I Segel

In March 2012, Jack Dawkins is in the early stages of leading the development of an old navy yard in Croatia into a mixed-use waterfront community of residences, hotel rooms, shops and dining. Catering to those arriving by superyachts and other leisure boats, and set... View Details

Keywords: Real Estate; Project Finance; Projects; Planning; Real Estate Industry; Croatia

February 2017 (Revised March 2017)
Case

Link REIT

By: Siddharth Yog

Publicly listed in November 2005, Link REIT was the first real estate investment trust (REIT) in Hong Kong after the Hong Kong government decided to privatize a portfolio of community shopping malls, car parks, and fresh produce markets. Run by CEO George Hongchoy, the... View Details

Keywords: Hong Kong; REIT; Real Estate; Retail; Government; China; Housing; Public Company; Strategic Planning; Expansion; Public Equity; Real Estate Industry; Hong Kong; China

30 Jan 2012
News

Shopping Around

quasi-judicial processes. Moreover the planning authorities in just about every country still dislike out-of-town retail developments.” Overcoming this resistance requires an “extraordinary” investment in soft costs to enable McArthurGlen... View Details

Keywords: real estate; shopping; Clothing and Clothing Accessories Stores; Retail Trade

August 2016 (Revised October 2016)
Case

Nirvana Vihar Rehabilitation Homes

By: Shawn Cole, Andreas Rotenberg and Thomas van den Aarssen

Kumar Builders (KUL) was finally nearing completion on the four luxury condominium towers that comprised the first phase of its bold vision for the redevelopment of more than 70 acres of prime real estate in downtown Pune, India. The Nirvana Hills development also... View Details

Keywords: Real Estate; Slum Redevelopment; Double Bottom Line; Economic Development; Partnerships; Partners and Partnerships; Development Economics; Urban Development; Business and Community Relations; Real Estate Industry; India

June 2013 (Revised January 2016)
Case

Château Margaux: Launching the Third Wine

By: Elie Ofek and Eric E. Vogt

Château Margaux, one of only five prestigious estates in the Bordeaux Medoc wine region to have been classified as a "first-growth", is facing a host of strategic decisions in early 2013. Up until this point the estate had been selling two red wines, a first wine whose... View Details

Keywords: New Product Launch; Marketing Plan; Brand Management; Go To Market Strategy; Channels Of Distribution; Wine Industry; Marketing Strategy; Distribution Channels; Product Launch; Brands and Branding; Agriculture and Agribusiness Industry; Food and Beverage Industry; France

October 2012
Case

Designing a Culture of Collaboration at Lake Nona Medical City

By: Amy C. Edmondson, Sydney Ribot and Tiona Zuzul

Describes Lake Nona, a 7,000-acre residential and research cluster in central Florida, and its process and innovation culture, and Lake Nona Institute, the organization behind the planning and governance of this new eco-friendly community. Emphasis is placed on the... View Details

Keywords: Collaboration; Innovation; Health Care; Real Estate; Entrepreneurship; Collaborative Innovation and Invention; Governance; Real Estate Industry; Florida

March 2014 (Revised February 2016)
Supplement

China Vanke (A-2)

By: Lynn S. Paine, John D. Macomber and Keith Chi-ho Wong

China Vanke's president and his team must decide on a plan of action after reviewing the quality issues the company faced in early 2012 after a series of highly publicized incidents concerning the quality of the homes they built. View Details

Keywords: Real Estate; China; Green Building; Sustainable Development; Asset Management; Leadership; Urban Development; Growth and Development Strategy; Assets; Safety; Real Estate Industry; China

September 2018 (Revised November 2018)
Case

From Beirut With Love (A)

By: Christina R. Wing, Esel Y. Cekin and Samer Al-Rachedy

This case describes how Robert Fadel, CEO and chairman of ABC, one of Lebanon’s leading retail and real estate groups, professionalized the family business. Robert was the second son of the company’s founder, Maurice Fadel, who had run it single-handedly. Concerned... View Details

15 Jun 2021
News

In My Humble Opinion: Building Blocks

Ric Lewis (PMD 69, 1995) was studying economics at Dartmouth in the 1980s when he interviewed for a summer internship at Meredith & Grew, an old-line Boston brokerage and real estate development firm. “If you wanted to say, ‘one of these... View Details

Keywords: Julia Hanna; diversity; leadership; real estate; Real Estate

January 2018 (Revised October 2021)
Case

Château Margaux: Launching the Third Wine (Abridged)

Château Margaux, one of only five prestigious estates in the Bordeaux Medoc wine region to have been classified as a "first-growth", is facing a host of strategic decisions in early 2013. Up until this point the estate had been selling two red wines, a first wine whose... View Details

Keywords: New Product Launch; Marketing Plan; Brand Management; Go To Market Strategy; Channels Of Distribution; Wine Industry; Marketing Strategy; Distribution Channels; Product Launch; Brands and Branding; Agriculture and Agribusiness Industry; Food and Beverage Industry; France

September 2015 (Revised March 2017)
Case

Château Margaux (Abridged)

By: Elie Ofek, Eric E. Vogt and Robert J. Dolan

Château Margaux, one of only five prestigious estates in the Bordeaux Medoc wine region to have been classified as a "first-growth", is facing a host of strategic decisions in early 2013. Up until this point the estate had been selling two red wines, a first wine whose... View Details

Keywords: New Product Launch; Marketing Plan; Brand Management; Go To Market Strategy; Channels Of Distribution; Wine Industry; Marketing; Brands and Branding; Marketing Strategy; Distribution Channels; Product Launch; Agriculture and Agribusiness Industry; Food and Beverage Industry; France

January 2013 (Revised March 2013)
Case

Beth Stewart: Navigating the Boardroom

By: Boris Groysberg and Deborah Bell

After rising through the ranks of Corporate America, Beth Stewart has become a corporate director on the board of General Growth Properties. Stewart is struggling with how to address her mounting concerns over the financial health of the growing large publically traded... View Details

Keywords: Career Management; Women Executives; Women And Leadership; Boards Of Directors; Board Dynamics; Career Planning; Independent Directors; Leadership; Corporate Governance; Governing and Advisory Boards; Interpersonal Communication; Leadership Style; Personal Development and Career; Work-Life Balance; Real Estate Industry; United States

August 1976
Case

Norman Machinery Products, Inc. (C)

Presents the estate plan worked out by the son to deal with an estate planning issue. The plan involves the use of deferred compensation employment contract with the family business, a key-man life insurance policy, and a split-dollar life insurance policy. View Details

Keywords: Machinery and Machining; Family Business; Personal Finance; Corporate Finance; Manufacturing Industry

01 Sep 2014
News

Groundwork

recently announced Klarman Hall convening center are key elements of an ambitious campus master planning effort—one driven by practical, strategic goals developed to support curriculum innovations. “One of the things that makes this a... View Details

Keywords: Deborah Blagg; George F. Baker III; real estate; Tata Hall; Real Estate; Real Estate

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