Sessions
Hour 1 - Monday, April 23 - 9:30am
#101 - Real Estate Forecast, 2012 and Beyond: The Use of Indicators and Historical Trends to Guide Property Investment
- Where are cap rates and real estate values headed and why?
- Is now the time to buy? A timeline for recovery for housing, apartments, office, retail and industrial properties
- What are some strong “buy” and “sell” indicators to watch for?
- What is the outlook for home values, home equity, and the consumer’s balance sheet?
Co-Presented by: Brad Hunter, Chief Economist & National Director of Consulting - Metrostudy
Marcel Arsenault, CEO - Real Capital Solutions
Marcel Arsenault, CEO - Real Capital Solutions
#102 - Capital Raising: Equity and Debt
- What are investor return expectations for different deals?
- Challenges and successes of raising money from institutional investors, funds and HNW's
- Who are the most active equity investors and lenders today?
- What happens when your bridge loan is due?
Moderator: Chad Carpenter, Chairman & CEO - Reven Capital
Jon Haahr, Managing Principal - Silver Portal Capital, LLC
Jay Rollins, Managing Principal - JCR Capital
David Rifkind, Principal/Managing Director - George Smith Partners
Marc Brutten, Founder & Chairman - Westcore Properties, LLC
Hour 2 - Monday, April 23 - 11:00am
#201 – Developing in the Current Market
- How to find equity for ground-up construction and gut rehabs-non traditional sources
- How to find debt (not bank debt)
- How to navigate and secure tax credits and grants
Robert Lubin, Owner & Founder - Robert Lubin & Associates, P.C.
Jim Swan, Managing Director - BB&T Capital Markets
Jim Swan, Managing Director - BB&T Capital Markets
#202 - Value-Added Investing in a Challenging Environment
- Where to invest
- How to minimize risk
- Opportunities to achieve a return which is considered "outperform"
Moderator: Kitty Wallace, Executive Vice President - Colliers International
Robert M. Dominy, President - Merion Realty Management, LLC
Robert E. Hart, President, Multifamily Group - Kennedy Wilson
Jeff Rowerdink, First Vice President, Acquisitions - Essex Property Trust
Richard J. Julian, President - Advanced Real Estate Services
Robert M. Dominy, President - Merion Realty Management, LLC
Robert E. Hart, President, Multifamily Group - Kennedy Wilson
Jeff Rowerdink, First Vice President, Acquisitions - Essex Property Trust
Richard J. Julian, President - Advanced Real Estate Services
Hour 3 - Monday, April 23 - 12:15pm
#301 - Elephants or Ants?
- Where is the financing for the middle-market?
- What has happened to regional banks and the credit companies that provided capital to regional companies?
- How to finance a mid-size regional project
- Who can provide the financing for these projects and what are the important factors to getting them done?
- How to best approach the current environment to get your deal financed
Moderator: Mark Macedo, Principal - ARES Management LLC
Tom Whitesell, Senior Vice President - Lowe Enterprises Investor
Steve Bram, Co-Founder/Principal - George Smith Partners
Scott R. McClave, Principal - Acquisitions/Finance - The Bascom Group, LLC
Tom Whitesell, Senior Vice President - Lowe Enterprises Investor
Steve Bram, Co-Founder/Principal - George Smith Partners
Scott R. McClave, Principal - Acquisitions/Finance - The Bascom Group, LLC
#302 - Multifamily 2012 : Where is Development and Finance REALLY Headed?
- How are the equity and debt deals getting done now and how are they shifting?
- Where are the opportunities – product sectors, market areas – that have the greatest prospects for success with capital markets?
- What are the lessons learned and mistakes made from real deals?
Moderator: Richard M. Gollis, Principal & Founder - The Concord Group
Allan Freedman, Senior Vice President, Multifamily Finance - Berkadia Commercial Mortgage
R. Alex Saunders, Managing Director - Phoenix Realty Group, LLC
Richard A. Meringolo, Group Head, Specialty Banking Group - Citizens Financial Group, Inc.
Dennis Cisterna III, Director - Carlton Advisory Services, Inc.
R. Alex Saunders, Managing Director - Phoenix Realty Group, LLC
Richard A. Meringolo, Group Head, Specialty Banking Group - Citizens Financial Group, Inc.
Dennis Cisterna III, Director - Carlton Advisory Services, Inc.
Hour 4 - Monday, April 23 - 2:30pm
#401 - Lessons for Buying REO or Defaulted Loans from Lenders
- Contract issues when buying assets from lenders; specifically related to disclosures and rep and warranties
- Challenges in due diligence due to seller's lack of knowledge
- Managing assets that have been lender owned and often neglected
Alex Zikakis, President - Capstone Advisors
Sean Dalfen, Executive Managing Director - Dalfen America Corp.
Philip D. Voorhees, Senior Vice President - CBRE, Inc.
#402 - My Hotel Loan is Due: Help?
- The state of the hotel lending market
- When do you really have a problem?
- Solutions to deal with a balloon default
Moderator: James Fitzgerald, Managing Director-Hotel Investments - Principal Global Investors
Stephen L. Van, President & CEO - Prism Hotels
Rick Swig, President - RSBA & Associates
Guy Maisnik, Vice Chairman, Global Hospitality Group - Jeffer Mangels Butler & Mitchell, LLP
Hour 5 - Monday, April 23 - 3:45pm
#501 - CMBS Restructures
- Who ultimately makes the decision in a CMBS restructure?
- What matters most in a CMBS restructure? Borrower? State where the property is located? Special Servicer?
- What types of restructures are really getting done?
Michael Carp, Executive Vice President, Commercial Solutions - Berkadia
Debra H. Morgan, Managing Director - C-III Asset Management
Curt Spaugh, Senior Vice President - Situs Companies
Debra H. Morgan, Managing Director - C-III Asset Management
Curt Spaugh, Senior Vice President - Situs Companies
#502 – JV Project Equity and Recaps for Residential Developers/Builders
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Where are the Opportunities for the next three years?
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Key approaches on homebuilder recaps
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Attract capital on larger, longer-term projects
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Acquiring bank REO properties or NPL Portfolios
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Equity for opportunistic land development projects and land portfolios
Moderator: Peter Fioretti, Chairman & CEO - Mountain Real Estate Group
Vicki R. Mullins, Executive Vice President & Chief Financial Officer - Newland Real Estate Group, LLC
Jeffrey S. Meyers, Principal - Meyers LLC
Anthony McGill, CFA, Managing Director, Advisory & Capital Markets - Zelman Associates
Vicki R. Mullins, Executive Vice President & Chief Financial Officer - Newland Real Estate Group, LLC
Jeffrey S. Meyers, Principal - Meyers LLC
Anthony McGill, CFA, Managing Director, Advisory & Capital Markets - Zelman Associates
Hour 6 - Tuesday, April 24 - 9:30am
#601 - Learn How to Choose the Best Bridge Lender for the Particulars of Your Deal: What Bridge Lenders Serve What Purposes
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Reallocation of debt
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Commercial and Residential REOs
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What deals are being closed and how are bridge lenders helping?
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Acquisition and repositioning of non-stabilized assets
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Construction completion
Moderator: Brian Shniderson, Managing Director - B&A Capital Partners
David J. Feingold, Managing Director - Emigrant Realty Finance, LLC
Stephan Kachani, Vice President Sales & Marketing - Lone Oak Fund, LLC
Gabe Potyondy, Senior Vice President & Market Manager - BBVA Compass
Chuck Salas, Senior Underwriter - Seattle Funding Group of CA
David J. Feingold, Managing Director - Emigrant Realty Finance, LLC
Stephan Kachani, Vice President Sales & Marketing - Lone Oak Fund, LLC
Gabe Potyondy, Senior Vice President & Market Manager - BBVA Compass
Chuck Salas, Senior Underwriter - Seattle Funding Group of CA
#602 – Opportunistic Lending - Opportunities & Strategies in Today's Market
Brett Forman, President - Forman Capital, LLC
- Where are the lending opportunities?
- How do you underwrite to today's standards and market conditions?
- Lessons for borrowers
Brett Forman, President - Forman Capital, LLC
James Henderson, Co-Head of Alternative Investment Group - Cornerstone Real Estate Advisers
Michael May, Senior Managing Director - Cantor Fitzgerald
Paul Sargent, Principal - Oasis Financial
Paul Sargent, Principal - Oasis Financial
Hour 7 - Tuesday, April 24 - 10:45am
#701 - Has the Capital Stack Made a Comeback?
- What factors to look for to determine whether there are signs of life in the capital markets
- What sources of debt and equity capital are investors obtaining to close transations in today's market?
- What are the preferred markets and product types for capital?
- Real-life case studies of placement of debt/equity in recent transactions
Larry Grantham, Jr., Managing Director - Karlin Real Estate
Jeffrey Reder, Senior Vice President, Acquisitions – Urdang Capital Management
Shlomi Ronen, Managing Principal - Dekel Capital
#702 – How to Sell and Lease in Today's Market
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Knowing your target
- Create a complete marketing splash
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Being recognizable/branding
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Industry/market knowledge
Moderator: Brandon Sudweeks, President - Coldwell Banker Commercial Sudweeks
Allen L. Nunez, Senior Vice President of Acquisitions - Southern California Investors
Edward Zorn, Esq., CCIM, Real Estate Attorney, Investor, Broker - Real Estate Peace
Jim Gillespie, Phd, Owner - Advanced Commercial Real Estate Coaching
Fred Schmidt, President & COO - Coldwell Banker Commercial
Allen L. Nunez, Senior Vice President of Acquisitions - Southern California Investors
Edward Zorn, Esq., CCIM, Real Estate Attorney, Investor, Broker - Real Estate Peace
Jim Gillespie, Phd, Owner - Advanced Commercial Real Estate Coaching
Fred Schmidt, President & COO - Coldwell Banker Commercial
Hour 8 - Tuesday, April 24 - 12:00pm
#801 Closing Keynote - Big Banks, Big Appetites?
- How do I get a loan today?
- What kinds of deals will banks do?
- What special problems are there in getting loan approval?
- Lending goals for 2012 / 2013
Moderator: Al Brooks, President, Commercial Term Lending - JP Morgan Chase
Michael F. Marino, Executive Vice President & Division Manager
- Wells Fargo & Company
Scott C. McPherson, Senior Vice President/Market Manager - U.S. Bank
- Commercial Real Estate Division
R. Patterson Jackson, President & CEO - Sabal Financial Group LP
