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Real Estate Investors Summit: Dealmakers Conference
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| April 25-27, 2012 |
| The Perry South Beach (formerly The Gansevoort Miami Beach), Miami, Florida |
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Conference Day 1: Wednesday, April 25, 2012 |
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| 10:30 am |
Exhibit Setup
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| 12:30 pm |
Registration Opens |
| 1:30 pm |
Opening Remarks |
| 1:40 pm |
"Investing in non performing residential mortgages"
Speaker:
Principal, Aspen Capital |
| 2:00 pm |
Market Update And Forecast
- Hottest regions and asset classes
- Euro Zone Debt and Foreign Capital
- Transaction volumes and pricing levels
- CMBS, sub debt and Refi outlook
- Legislation & Regulatory impact
- Post Election legislation and rate impact forecast
Moderator:
Treasurer, City of Southfield Michigan
Panelists:
Chief Economist, Metrostudy
CEO, Mccabe Research & Consulting
Principal, GOODKIN CONSULTING GROUP
Managing Director, investors diversified realty |
| 3:00 pm |
Financing & Capital Sources
- Deals that work
- Structuring the investment (JV equity, preferred equity, mezzanine debt, senior debt)
- Return expectations (current yield vs. IRR)
- Note acquisition vs. asset acquisition
- Deal sizes, geographies and product types that garner capital
- Capital Stack Trends
Moderator:
President, Snowmass Capital
Panelists:
Managing Director, Reznick Capital Markets, LLC
Managing Director, Commercial Real Estate Investments, Origin Capital Partners
Senior Vice President, RAIT Financial Trust
Managing Principal, Aristone Realty Capital
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| 4:00 pm |
Afternoon Refreshment Break
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| 4:15 pm |
Family Office & High Net Worth Investors
- How to JV with Family Office money?
- Allocations and how to get them?
- Core vs. Noncore deals
- Income vs. Opportunistic deals
- Top property types and geographic hot buttons?
- Yield expectations and deal flow
Moderator:
Founder and CEO, The Wealth & Family Management Group
Panelists:
President, Genspring Family Offices (MFO)
Executive Director, SIFIRM, Adjunct Professor of Economics, University of California, Board Member, Santa Clara Sheriff's SAB
President, PrideCo Capital Management (MFO)
Managing Director, GULFSHORE CAPITAL PARTNERS, LLC |
| 5:15 pm |
Sellers...Finding Top Product
- Top sources of deal flow
- Banks, Hedge funds, notes, private sellers
- FDIC and Bank sales
- Loan-Note and REO sales from institutions
- Assets in default and bankruptcy
- Single Asset vs. Portfolio Sales
Moderator:
Partner, Crown Realty Advisors
Panelists:
Co-Founder & Chairman, Continental Real Estate Companies (CREC)
Partner, OFF MARKET RADAR
Partner, Crown Capital Group
President, REALTY ADVISORS
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| 6:00 pm |
Cocktail Reception
Sponsored by:
Crown Capital GROUP
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Conference Day 2: Thursday, April 26, 2012 |
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| 7:30 am |
Continental Breakfast
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| 7:45 am |
Opening Remarks
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| 8:00 am |
"How The Real Estate Industry Can Save America"
Speaker:
President, PROCIDA FUNDING, LLC |
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| 8:20 am |
"Investing in the self storage sector"
Speaker:
CEO, METRO STORAGE LLC |
| 8:40 am |
Real Estate Private Equity
- Real Estate outlook
- Equity/Preferred equity
- Bridge loans
- Industry outlook
- Structure trends
- Opportunities for growth/income
- Recourse and pre-payments
Moderator:
Managing Partner, Corgentum Consulting, LLC
Panelists:
Chief Operating Officer, Altos Research
Managing Director, Aztec Group
Partner, Schulte Roth & Zabel
Principal, JCR Capital |
| 9:30 am |
Real Estate Investment Styles And Strategies
- What strategies will work best in the next 12 months
- Top Real Estate investment opportunities/hot sectors
- Risk tolerance and reward expectations
- Short term buys and top asset classes
- Institutional investor outlook
- Portfolio blend of income and development
- Single Family Housing: New opportunities in this emerging asset class
Moderator:
Chairman, City of Austin Police Retirement Fund
Panelists:
CFO, Key Property Solutions, LLC
Executive Vice President, Cole Real Estate Investments, Inc.
Managing Principal, TerraCap Management Corp |
| 10:15 am |
Buying Debt
- Buying debt... at what price
- Transactions and sales levels
- Class and sector pricing
- Top legal concerns- 363 sales - HOA
- Top valuation/Due diligence issues
- Portfolio and one off sales
Moderator:
Partner, EVERGREEN CAPITAL
Panelists:
Partner, Pinnacle Performance Group
CPA, Director of Real Estate Tax Services, Berkowitz Dick Pollack & Brant
Senior Director, Canyon Capital realty advisors |
| 11:00 am |
Morning Refreshment Break
Sponsored by:
METRO STORAGE LLC |
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TRACK A |
TRACK B |
| 11:15 am |
Multi Family
- Market outlook for the next 18 months
- Financing and underwriting criteria
- Latest in GSE impact and financing criteria
- Fannie/Freddie
- Retaining residents while raising rents
- Due diligence pitfalls on Multifamily Projects
- Secondary markets and value add opportunities
Moderator:
President & COO, Michaelson Real Estate Partners
Panelists:
Founder & Chairman, Drever Family Capital (SFO)
Vice President Investments, Marcus & Millichap
Managing Director, Aztec Group Inc. |
Office
- Office outlook for the next 18 months
- Emergence of sub markets vs. CBD
- Core occupancy and sub tenants
- Capitalizing on In fill and value add
- Maximizing NOI and cap rates
- Small market & non trophy deals
Moderator:
Investment Executive, Alvery Bartlett Group
Panelists:
President & CEO, Blanca Commercial Real EstatE
Chief Executive Officer, NAI Global
Special Assets Services, Marcus & Millichap |
| 12:00 pm |
Retail
- Retail outlook for the next 18 months
- Note vs. cash and Financing strategies
- Latest deal flow and pricing
- Occupancy and tenant strategies
- NOI growth for real estate
- Big box and small tenant leasing
Moderator:
Realtor, MBA, CDPE, RE/MAX COMMERCIAL
Panelists:
President, LUND CAPITAL GROUP
Vice President/Principal, Devonshire Fund, LLC
President, Segbro Companies |
Single Family Residential; Top opportunities for Investors
- Pricing- notes vs. REO
- Buying pools vs. single assets
- Buy/rent/hold exit strategies
- Mechanics on note buys
- Finding investors
Moderator:
Managing Director, Raymond James & ASSOCIATES
Panelists:
President, Benworth Capital Partners
Chairman and CEO, Reven Capital
CEO, Transcendent Investment Management
President, affordable housing providers llc |
| 12:45 pm |
Luncheon |
| 2:00 pm |
Bank Special Assets
- Top sources and getting "inside"
- Busted projects, condos and retail
- Portfolio pricing and single assets
- Discounted Pay-offs, Deeds-in-Lieu & Structured sales
- Note vs. OREO pricing and impact
Moderator:
Director of Investments, Vesta Equity LLC
Panelists:
President, Realty Masters
VP Risk Mitigation, BAC Florida Bank
President, The Spear Group
President & CEO, Gillio Development Inc. |
| 3:00 pm |
Foreign Buyers & Capital Investors
- China, Canada, and Europe
- What foreign money wants- investment criteria?
- Meeting IIR expectations
- Financing and Patriot Act
- Finance or all cash?
Moderator:
Partner, Crown Capital Group
Panelists:
Managing Partner, Solutions Equity Capital
Chairman & Managing Director, Newgard Development GROUP
Director & Head of Merchant Banking, Prudential Real Estate Investors-Latin America |
| 4:00 pm |
Afternoon Refreshment Break |
| 4:15 pm |
INSTITUTIONAL INVESTORS
- How to get "inside"
- How to attract pension $
- How to make decisions
- IRR and risk expectations
Moderator:
Chairman, City of Pontiac General Employees Retirement System
Panelists:
President, Oakland Municipal Employees' Retirement System
Treasurer, NORFOLK COUNTY RETIREMENT BOARD
Trustee, Delray Beach Police & Fire Retirement
Trustee, New Hampshire Fireman's Fund |
| 5:00 pm |
SOLUTIONS FOR NEW MASTER-PLANNED COMMUNITIES AND INFRASTRUCTURE PROJECTS
Jump-starting Domestic and International Land Development Projects
- Master Planned Communities... Worth Saving, or Not?
- Property Repositioning, Re-entitlement, Member Buy-In, Hospitality Additions
- Latin America: Hot Real Estate Investment Sector... or Not, and Where?
- Save Money with the "Right" Value Engineering Approach
- Financing / Business Plans for Infrastructure and Marinas
- New Trends in Golf Course Communities
- Sustainable Design Considerations
Moderator:
Chairman, The AMERICA'S gROUP REAL ESTATE (TAGRE)
Panelists:
VP / Senior Associate, lANGAN eNGINEERING & ENVIRONMENTAL SERVICES
Shareholder, Greenburg Traurig LLC
Partner & President, ECOPLAN
Executive Vice President, Nicklaus Design |
| 6:00 pm |
Cocktail Reception
Sponsored by:
The America's Group Real Estate |
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Conference Day 3: Friday, April 27, 2012 |
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| 8:15 am |
Continental Breakfast
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| 8:40 am |
Morning Remarks |
| 8:45 am |
Design And Construction Of An Overall Real Estate Portfolio / Investment Program
- Goals for the program
- Risk management within the real estate portfolio
- How to optimize the portfolio
- How do I allocate my capital across the real estate investment spectrum in order to best meet my portfolio goals
- Dimensions of diversification
- Benchmark selection
Moderator:
Trustee, New Hampshire Retirement System
Panelists:
Vice President, Investment Affairs & Investor Education, NAREIT
Director of Strategic Accounts, Hines securities, inc.
President, THE PINNACLE COMPANIES
Vice President, Prudential Real Estate Investors-Latin America
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| 9:45 am |
Land And Homebuilders
- Fundamentals and market outlook
- Demand for raw land & entitled lots
- Infill, subdivision and master planned outlook
- Financing and valuation trends
- CDD's, Best buys and recent transactions
- Up/down rezoning for changing demand
Moderator:
Chairman of the Board, Krystal Foundation
Panelists:
Vice President of Land Acquisition, Toll Brothers, Inc. (NYSE TOL)
CEO & Founder, Foram Group, Inc.
Principal, Mckinley capital partners
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| 10:30 am |
Hotels
- Occupancy and rate driver
- Financing and JV capital
- Dealing with Flag issues
- Key Operational issues and turnarounds
- Boutique and rebranding
- 3,000 more to come
- Note sales and default triggers
Moderator:
Chairman, Sonnenblick Development LLC
Panelists:
Director of Development, Starwood Hotels & Resorts
President & CEO, Hospitality America, INC.
Senior Vice President, SDI Realty Group (SFO) |
| 11:15 am |
Resorts
- Occupancy and rate trends
- CDD and clubhouse memberships
- Interval and fractional sales
- Operational turnaround strategies
- Transactions and valuations
- JV financing and capital partners
- Workouts
- Note/modify strategies vs. foreclosure
- How many are under Stress?
Moderator:
Partner, The AMERICA'S gROUP
Panelist:
President, Teitelbaum Developers, Inc
Chief Operating Officer, Westgate Resorts |
| 12:00 pm |
Closing Remarks |
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Untitled Document
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