| Complimentary Live, Interactive CE Virtual Forums March 22-24, 2022
A unique event designed exclusively for CRE executives and investors paneled by leading authorities and other subject matter experts The commercial real estate market has turned a corner, thanks to a recovering economy and increasing demand in virtually all asset classes. Nearly every segment of the industry is now in the midst of a robust recovery from pandemic-led shutdowns. And some segments — such as industrial and multifamily — are now exceeding their pre-pandemic peaks. What impact will inflation, interest rate hikes, labor shortages and increased costs for construction materials have on commercial real estate owners and investors? And what are the new private investment structures that will help fuel what many now foresee as a record year for commercial real estate investment? Join us and listen in as thought-leaders in commercial real estate investment explain how they’re successfully approaching the market in 2022. | |
| WHO SHOULD ATTEND • Builders, owners and developers • Brokerage executives • Bank executives • Corporate real estate executives • Pension funds/institutional investors • Private real estate investors/syndicators | | Platinum Sponsor | |
| VIRTUAL FORUM EVENT TOPICS Eight Sessions in Four Days / 8 CE Credits | |
| Monday, March 21st 11:00 am – 12:00 pm EST: What Makes Grocery-Anchored CRE an Essential Asset Class for Every Investor The anchor tenants of a commercial real estate property are one of the most important factors of an investment opportunity—and when it comes to consistent cash flow and value-add potential, grocery anchors stand above the rest. Attend this session to learn why grocery-anchored commercial real estate is one of the best-performing real estate asset classes since 2020. | |
| Speaker Drew Carpenter, Managing Director, First National Realty Partners | | Moderator Mike Law, Director of Marketing, First National Realty Partners | | Sponsor |
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| 2:00 pm – 3:00 pm EST: Secure, Stable Returns — Why You Need to Add Medical Office Buildings to Your Portfolio Today Medical office buildings (MOBs) are a little understood niche real estate asset class that can outperform other real estate investments in the returns they can provide investors from ongoing cash flow yields and long run capital appreciation. We’ll explain the hidden benefits that make MOBs one of the most stable, predictable, and lucrative real estate asset classes for investor portfolios. | |
| Speaker Ben Reinberg, CEO, Alliance Consolidated Group of Companies, LLC | | Moderator David Bodamer, Executive Director, Content and User Engagement, WMRE | | Sponsor |
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| Tuesday, March 22nd 11:00 am – 12:00 pm EST: The ABCs of DSTs It’s important for wealth advisors and investors to understand the opportunities and risks inherent in Delaware Statutory Trusts (DSTs). Join us as we discuss how they’re structured, the type of assets that are held in DSTs, what’s driving the significant growth in the DST market, and how individual investors are benefitting from utilizing DSTs to affect 1031 exchanges. | |
| Panelist Rob Johnson, Head of Wealth Management, Realized 1031 | | Panelist Bill Dioguardi, Chairman and Chief Executive Officer, Four Springs Capital | | Moderator David Bodamer, Executive Director, Content and User Engagement, WMRE | | Sponsor |
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| 2:00 pm – 3:00 pm EST: Real Estate Roundtable — Market Sentiments, Taxes and Best Practices The past year was unmatched in terms of how many quick pivots businesses across nearly every category had to make. This panel of CFOs and Real Estate Executives provides an expert view on the new challenges and opportunities that emerged, the general business sentiment, fundraising in today's market environment, investor expectations and the biggest pain points and learnings from tax season. | |
| Panelist Eric Kerkvliet, General Counsel and Chief Financial Officer, Alpine Real Estate Companies | | Panelist Juwan Kadir, Sr. Solutions Engineer, Team Lead, AppFolio Investment Management | | Panelist Daniel Morgan, Managing Principal, Marterra Properties | | Moderator David Bodamer, Executive Director, Content and User Engagement, WMRE |
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| Wednesday, March 23rd 12:00 pm – 1:00 pm EST: How Investment Firms and Investors Are Approaching Multifamily After The Pandemic Apartment rents and occupancy have remained robust. Inflation has entered the economy and despite the economic impact and disruption, apartments remain on strong footing. But what’s the best path forward? We’ll examine the pros and cons of investing in real estate private placements, best practices to navigate an uncertain economy, lessons learned from the pandemic, and what investors need to know to prepare for the next recession. | |
| Speaker Travis Watts, Director of Investor Relations, Ashcroft | | Moderator David Armstrong Executive Director, Content and User Engagement, WealthManagement.com | | Sponsor |
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| 2:00 pm – 3:00 pm EST: The Brand-New World of Investing in Real Estate Online Commercial real estate capital raising has been completely revolutionized since the passing of the JOBS Act of 2012. Tune in as we debunk the myths surrounding real estate syndication (crowdfunding) and get an inside track on how to mitigate real estate investment risk by piggybacking the big guys — while discovering the hidden secrets of real estate private equity. | |
| Speaker Adam Gower Ph.D., Founder, GowerCrowd | | Moderator David Bodamer, Executive Director, Content and User Engagement, WMRE | | Sponsor |
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| Thursday, March 24th 11:00 am – 12:00 pm EST: Using C-PACE to Reduce Equity and Enhance IRR Commercial Property Assessed Clean Energy (C-PACE) is often referred to as ‘alternative financing’ that informed developers and investors see as table stakes to their capital stacks. Learn why C-PACE is more than just financing for your sustainable upgrades — and how you can utilize it as an equity reducer that can help increase returns from your development. | |
| Panelist Jesse Hallstrom, Chief Financial Officer, Hempel Real Estate | | Panelist Rafi Golberstein, Chief Executive Officer, PACE Loan Group | | Panelist Andy Sinclair, Chief Executive Officer, Midloch Investment Partners | | Moderator David Bodamer, Executive Director, Content and User Engagement, WMRE |
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| 2:00 pm – 3:00 pm EST: Tax-Advantaged Finance for Syndicated Real Estate Investments This panel will discuss three techniques from the tax planning world — Section 1031 exchanges, DSTs and Qualified Opportunity Zones — and how sponsors can use tax-advantaged structures to help attract more investors and bigger investment outlays, why investors are interested in these vehicles, and what kind of funding would be available to sponsors who look to create them. | |
| Panelist Matthew Rappaport, Esq., LL.M., Vice Managing Partner, Falcon Rappaport & Berkman PLLC | | Panelist Christopher Urso, Managing Partner, URS Capital Partners | | Panelist Kenneth L. Zakin, Senior Managing Director, Newmark Capital Markets | | Panelist Gary Callahan, Eastern Divisional Director, Senior Vice President, Inland Securities Corporation |
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| Moderator David Bodamer, Executive Director, Content and User Engagement, WMRE | | Sponsor |
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| | | | Not able to attend the live events? Archived versions of WMRE Virtual Forums are available for viewing on-demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. | | | | |
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