IMN: The 16th Annual Winter Forum on Real Estate Opportunity & Private Fund Investing

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IMN: The 16th Annual Winter Forum on Real Estate Opportunity & Private Fund Investing

Wednesday, January 16, 2019 (All day) to Friday, January 18, 2019 (All day)

Overview

Significant shifts are happening in commercial real estate (CRE).  
 
With the protracted cycle the CRE industry is in uncharted territory.
 
Is this is a fundamental shift? Does early/mid/late-cycle investing need to be re-evaluated?
 
With geo-political risk, tax reform and other critical industry disruptors that are causing or have the potential to cause major change across asset classes, where are we headed?
 
How in turn does this impact deal flow, valuations, large fund dominance in fundraising, the availability and cost of capital, etc., etc., etc.?
 
As some investment opportunities recede, what others are rising to take their place? What are the innovative investment strategies that early adopters are already reaping the rewards from?
 
Tacking these fundamental issues, IMN is excited to once again host the largest event of its kind on the West Coast: 16th Annual Winter Forum On Real Estate Opportunity & Private Fund Investing, January 16-18, 2019, The Montage Resort & Spa, Laguna Beach, CA.
 
Attracting 1000+ registrants each year this three-day event is renowned for its history of delivering critical market information, strategic insights and unmatched networking opportunities.
 
Join us in January for the industry insights and connections that could make or break your year.

For more information: IMN: The 16th Annual Winter Forum on Real Estate Opportunity & Private Fund Investing

Speakers

Organizer / Producer

Sponsors

Contacts

ProducerAndy MelvinCall (212) 901-0542
RegistrationMarva MassiahCall (212) 901-0506
OrganizerJordan OwenCall (212) 901-0561

Agenda

Wednesday, January 16, 2019

7:30 AM Exhibit Hall Opens…Registration Begins…Breakfast

8:25 AM Welcome Remarks from IMN

8:30 AM Debating The Macro-Economic Outlook & What It Means for CRE Investment

Panelists, with a mix of bearish and bullish perspectives, will battle out their perspectives on what the macro-economic outlook means for CRE investment in the near-term.

9:15 AM State of the Industry & Fund Market Update 2019

10:00 AM How Are Managers Using Structure To Effectively Attract Capital? The Latest In Fees, Promotes & Fund Structuring

10:45 AM Networking Break

11:15 AM Qualified Opportunity Zones (QOZ): A Deep Dive

12:00 PM Acquisition & Disposition Strategies 2019 Roundtable

1:00 PM Buyer/Seller Meet Up & Business Card Exchange

1:30 PM Day One General Sessions Conclude

4:15 PM Registration for Closed Door Roundtable: Women in CRE – An Interactive Roundtable: Forging a Path to Success

4:30 PM Women in CRE – An Interactive Roundtable: Forging a Path to Success

5:30 PM Welcoming Reception

6:30 PM Forum Day One Concludes

Thursday, January 17, 2019

7:45 AM Registration & Breakfast

8:25 AM IMN's Opening Remarks

8:30 AM State of the CRE Finance Market 2019

9:15 AM Large Fund Panel

10:15 AM Networking Break

11:00 AM

TRACK A Debt Fund Panel

TRACK B An Update On CRE Industry Disruptors: How Are Investors Tapping These Opportunities?

TRACK C How Private Equity Is Tapping New Capital Sources: Non-Listed REITs & Retail Alternative Investments

11:45 AM

TRACK A Senior Lender Panel 2019

TRACK B A New Fund/Emerging Manager Roundtable: The Secrets To My Success

TRACK C Maximizing The Benefits & Avoiding The Pitfalls: The Latest On CRE Regulation & Tax Reform

12:30 PM

TRACK A High Yield Bridge/Mezzanine Loan Investment 2019

TRACK B Asset Specialization & Alternative CRE Niches: Where Is the Smart Money Going?

TRACK C Fundraising 2019

1:15 PM Lunch

2:30 PM

TRACK A Approaches to Valuations at the Property Level: An Interactive Roundtable Discussion

TRACK B CFO/COO Perspective

TRACK C Multi-Family

3:15 PM

TRACK A Limited Partner 2019 Perspective

TRACK B Industrial

TRACK C Case Studies on JV Best Practices & Deal Structuring

4:00 PM Networking Break

4:15 PM

TRACK A GP/OP Joint Venture Shark Tank

TRACK B Retail

TRACK C Affordable Housing

5:00 PM

TRACK A Big Data And Its Use In Commercial Real Estate (CRE)

TRACK B How Commercial Real Estate (CRE) Firms Are Using Technology To Drive Measurable Results Across All Aspects Of Their Business

TRACK C Social Media And Its Use In Commercial Real Estate (CRE)

5:30 PM Networking Reception

6:30 PM Forum Day Two Concludes

Friday, January 18, 2019

8:40 AM Breakfast

9:00 AM

TRACK A Finding Value & Generating Returns in 2019: Core/Core+; Value Add; Opportunistic; Debt

TRACK B Why Raise A Fund Today? The Current Realities of Deal-by-Deal Investing Vs. Launching A Fund

9:45 AM

TRACK A Small-Mid Sized Fund Panel: Fundraising & Transitioning To/Upsizing Your Next Investment Vehicle

TRACK B Family Office and High-Net-Worth Panel

10:30 AM Networking Break

10:45 AM Featured Session: Decoding Key Demographic/Lifestyle Trends: How The Use of Real Estate Is Changing & What It Means for CRE Investment

11:30 AM Featured Session: Natural Disasters/Climate Change: A Game-Changer for the CRE Industry?

12:15 PM IMN's 16th Annual Winter Forum On Real Estate Opportunity & Private Fund Investing Concludes

Quincy Allen Co-Founder & Managing Partner Arc Capital Partners
Quincy Allen is Co-Founder and Managing Partner of Arc Capital Partners ("Arc Capital"), a Los Angeles-based real estate platform that targets urban mixed-use environments in the path of millennial growth. Along with his business partner, Neville Rhone, he is responsible for overall firm strategy, investments, asset management, financing and dispositions. View Profile
Allen Ashley Partner DLA Piper
Allen Ashley concentrates his practice in the areas of US federal income taxation and the laws affecting business entities. Allen represents publicly-traded and privately-held multinational corporations and privately-held real estate funds. He is experienced in a broad range of business-related US federal income tax matters, including advising clients with respect to the tax aspects of domestic and international corporate acquisitions, dispositions and other reorganizations (including those involving publicly-traded corporations and REITs); capital market transactions; joint ventures; acquisition, ownership and disposition of real estate; intercompany transfer pricing and general tax planning. View Profile
Damon Austin Managing Director, Capital Deployment - West Prologis
Damon Austin is Managing Director, Capital Deployment for the West Region where he is responsible for investment activities with a focus on Southern California. He oversees the sourcing, shaping and execution of acquisition and development deals within the region. Prior to joining Prologis in 2015, Damon was a Principal at Trammell Crow Company where he managed the Inland Empire, Orange County and San Diego industrial development platform. Before Trammell Crow, Damon was a Vice President at Lehman Brothers in New York City. Damon has a Bachelor of Arts degree in English from Dartmouth College and an MBA from the UCLA Anderson School of Management. View Profile
David Barksdale Partner Loeb & Loeb LLP
For almost 30 years, Mr. Barksdale has actively represented investors, lenders and developers in commercial real estate transactions and matters. His practice is primarily focused on advising institutional investors and lenders in investment and finance transactions involving the deployment of capital into real estate projects across the nation, whether as debt or equity. He represents pension funds, life insurance companies and private equity funds in acquisitions and dispositions, and joint venture and preferred equity investments. He also advises life insurance companies, financial institutions, investment banks, private equity debt funds and mortgage REITs as lenders in the origination and acquisition of real estate loans, including senior mortgage, mezzanine, construction and bridge loans, for balance sheet or securitization, and as lenders and equity investors in project finance in the real estate and energy industries. He has represented investors, lenders and special servicers in the workout and restructuring of real estate financing and other distressed real estate matters. Mr. Barksdale also served as General Counsel for a national real estate development company, and he has extensive experience representing real estate developers in the financing, acquisition and disposition, development, and construction of retail, office industrial, hotel, casino, special use, residential and mixed-use properties, as well as master-planned communities. View Profile
David Butler Managing Partner Argosy Real Estate Partners
David is Managing Partner of Argosy Real Estate Partners, a real estate fund management firm. Mr. Butler, based in San Francisco, is responsible for the management and oversight of Argosy Real Estate Partners including investment strategy, fundraising, asset management, and operations. He is a member of the firm's Investment Committee and Management Committee. View Profile
Doug Buurma Partner Moss Adams LLP
Doug has practiced public accounting since 2004. He provides strategic planning and compliance services to privately held businesses and their owners, specializing in partnership and LLC taxation. The majority of his clients are in the real estate, venture capital, and private equity industries. Doug has experience in corporate transactions including mergers, acquisitions, dispositions, and restructurings; partnership transactions including investment, operating, and real estate partnerships; real estate transactions; and tax-oriented investments on behalf of businesses and high net worth individuals. He also represents firm clients before taxing authorities. View Profile
Chad Carpenter Chairman & CEO Reven Housing REIT, Inc.
Chad M. Carpenter has served as our President and Chief Executive Officer and as a member of our Board of Directors since July 2, 2012, and as the Chairman of our Board of Directors since August 29, 2012. Mr. Carpenter also served as our Chief Financial Officer from July 2, 2012 to December 26, 2013 and as our Secretary from July 2, 2012 to July 5, 2012. He has also served as the Chief Executive Officer of our subsidiaries, Reven Housing Georgia, LLC and Reven Housing Texas, LLC, since October 2012 and October 2013, respectively, and as Chief Executive Officer of our subsidiaries, Reven Housing Florida, LLC and Reven Housing Tennessee, LLC, since July 2014. Mr. Carpenter is the Chief Executive Officer and a member of the Board of Directors of Reven Capital, LLC, a private real estate investment firm focused on opportunistic investing, positions he has held since he founded Reven Capital in January 2009. Mr. Carpenter oversees all aspects of Reven Capital's operations and chairs all investment committees and boards for each of its funds. Prior to founding Reven Capital, Mr. Carpenter served in various executive officer capacities, including Chief Executive Officer and Chief Financial Officer, and a member of the investment committee of Equastone, LLC since he co-founded the company in 1994. Equastone was primarily engaged in the investment of office properties in the western and southern regions of the United States. Mr. Carpenter has been involved in over $2 billion in real estate transactions, with over 26 years of experience in real estate, investing, fund management, operations and brokerage across multiple property types. In addition, Mr. Carpenter has experience with international investments and the acquisition of distressed debt and related foreclosure. He is a frequent speaker on the topic of real estate investing and real estate capital markets. In 2005, Mr. Carpenter was selected as one of Real Estate Southern California's "40 Under 40." In 2007, he was a finalist for the Ernst & Young Entrepreneur of the Year Award in San Diego and was also chosen as one of the "20 Rising Stars of Real Estate" globally by Institutional Investor News. Mr. Carpenter also currently serves on the Board of Directors of Western Residential Opportunity Fund, LLC, and he was a member of the Board of Directors of Dahc Investments, Inc. from January 2009 to December 2012. Mr. Carpenter holds a Bachelor of Arts degree in Economics from the University of Southern California. View Profile
Bryan Cavalier Managing Director & West Coast Head, Real Estate Finance CIT Bank, N.A.
Bryan Cavalier is a Managing Director of CIT Real Estate Finance and West Coast Head. Based in Los Angeles, Bryan manages the loan origination, underwriting and portfolio management teams for the Western Region and also serves on the bank's CRA Committee. Prior to CIT, Mr. Cavalier worked at Apollo Global Management as a member of the firm's North America real estate investment team, responsible for underwriting and executing property acquisitions in the western United States. Prior to Apollo, Mr. Cavalier was a Vice President at Citi Property Investors ("CPI"), the real estate investment management group of Citigroup, where he was responsible for underwriting, executing and managing property acquisitions for CPI's North American opportunity fund. Before joining CPI, Mr. Cavalier worked for three years in the real estate investment banking group at UBS Warburg in New York. He also worked as an associate in the assurance and business advisory group at PwC. Mr. Cavalier holds an M.B.A. from Columbia Business School and a B.S. in Accounting from Villanova University. He is also a Certified Public Accountant in the state of Pennsylvania. View Profile
Barry Chase Managing Principal & CEO Belay Investment Group
Mr. Chase is responsible for overseeing all investment activities for Belay Investment Group, LLC, and is a member of the firm's Investment Committee. He has more than 35 years of institutional real estate investment experience. Prior to co-founding AVP Advisors, LLC in 2004 (the predecessor firm to Belay), Mr. Chase held senior executive positions at Koll Development, Cushman Realty Corporation and CT Realty, where he directed more than $2.5 billion in commercial real estate transactions through multiple market cycles. During his career Mr. Chase has been involved in all aspects of the real estate value chain, including deal origination, acquisitions/dispositions, asset management, leasing, management of development activities, debt restructuring, and management and repositioning of venture capital corporate-level investments. View Profile
Peter Ciganik Managing Director GTIS Partners
No biography specified View Profile
Warren de Haan Head of Originations ACORE Capital
Warren de Haan is a founder and one of the four Managing Partners of ACORE, with $11+ billion in assets under management in commercial real estate debt strategies. He is the Head of Asset Originations and is a member of ACORE's investment committee. View Profile
Devin Duffy Director Castlelake
Mr. Duffy joined Castlelake in 2012 and is focused on private market opportunities in North America including commercial and industrial loan portfolios, equipment leases, and commercial and residential real estate. Prior to joining Castlelake, Mr. Duffy was a senior consultant in the Transaction Advisory Services practice at Ernst & Young LLP, where he provided merger and acquisition, restructuring, and valuation services to clients in the real estate and financial services industries. Mr. Duffy received his M.B.A. from the Kellogg School of Management at Northwestern University, Chicago, with a concentration in analytical finance. Mr. Duffy received his B.B.A. with distinction from the University of Wisconsin in finance & real estate, where he was the recipient of the Chairman's Award. View Profile
Robert Durand Executive Vice President KBS
As executive vice president of financing for KBS, Mr. Durand is responsible for overseeing the KBS financing team, developing lending relationships, and negotiating the financing for all KBS real estate assets. Mr. Durand is also a member of the Investment Committee, where he applies his twenty years of commercial real estate experience to the evaluation and approval of all new investment opportunities for the company. Prior to joining KBS, Mr. Durand was a vice president in JP Morgan Real Estate's CMBS group and was responsible for the origination, structuring and negotiation of CMBS, construction, bridge and mezzanine loans. He also spent more than 10 years at Babson Capital Management, a subsidiary of Massachusetts Mutual Life Insurance Company, most recently as a managing director charged with sourcing, underwriting and closing commercial real estate loans. Mr. Durand's transaction experience totals more than $10 billion and includes office, industrial, retail, multifamily and hotel properties, fixed- and floating-rate loan structures, first trust deed, mezzanine/structured finance, bridge loans and large portfolio financings. Mr. Durand is a native of Southern California and holds an economics degree from the University of California, Los Angeles. He has also been awarded the CCIM designation, is a NAIOP member, and serves on the Orange County ULI Capital Markets Initiative Council. View Profile
Dani Evanson Managing Director RMA, Inc.
Ms. Evanson is a Principal of Align Finance Partners and Managing Director of Regis Metro Associates, Inc. ("RMA"). Together with executive management, she co-leads the firms' strategic direction. Ms. Evanson has over 22 years of experience in real estate, with a background in finance, acquisitions, dispositions, leasing, portfolio management and accounting. She serves on the companies' investment committees. View Profile
Mollie Fadule Founder, Partner Cephas Partners
Mollie has significant experience in the acquisition, disposition and management of complex real estate transactions domestically and internationally, including underwriting and closing transactions involving direct equity, bridge equity, senior and mezzanine debt and joint ventures across multiple property types and companies representing over $2 billion in equity and debt investments and over $4 billion in asset value. Mollie also has experience investing in and advising real estate start-up companies. From 2012-2018, Mollie worked exclusively with affiliates of The Blackstone Group. In her work with Blackstone, Mollie managed investments in which she co-invested and acted as a board member and investment committee member representing Blackstone. Prior to co-founding Cephas Partners, Mollie was a Vice President at Bank of America Merrill Lynch in the Real Estate Principal Investments group in New York. Mollie also served as an analyst at UBS Investment Bank. View Profile
Drew Fung Managing Director Clarion Partners
Drew D. Fung is an equity partner and Managing Director at Clarion Partners and co-Portfolio Manager for Clarion's Debt Investment Fund. He oversees the Firm's subordinate debt investment activities in various types of commercial real estate debt instruments, including mezzanine loans, B-notes and preferred equity interests. Drew is also a member of the Debt Investment Committee, which approves all of the Firm's financing activities. Drew joined Clarion Partners in 2012 and began working in the real estate industry in 1987. He has comprehensive commercial real estate lending experience, including more than 18 years focused on subordinate debt that includes all property types and capital structures. He is immediate past Chair of a Urban Land Institute (ULI) Urban Development/Mixed-Use Council, a member of the Commercial Real Estate Finance Council (CREFC) Board of Governors. Drew is a frequent speaker at industry events and was recently asked to provide expert testimony to the U.S. Senate Banking Sub Committee regarding the pending Risk Retention rules. View Profile
Alison E. George Partner Ropes & Gray LLP
Ali George joined Ropes & Gray's real estate investments & transactions group in 2012. Ali has a wide range of experience in transactional real estate matters, and focuses especially in real estate joint ventures, investments and finance, including domestic and international repurchase facility structures. Throughout her career, Ali has represented hedge funds, REITs, institutional investors, endowments, operators and developers. View Profile
Jonathan Glick Managing Director Incubation Capital Partners LLC
Mr. Glick is a Founder and Managing Director of Incubation Capital Partners LLC, a merchant banking platform focused on next generation and emerging real estate investment managers. Mr. Glick brings to Incucap extensive investment banking and private equity experience, and has spent his real estate career focused on underwriting operating partners as both a principal and advisor. By doing so, Mr. Glick has developed an extensive network of relationships with both LPs and GPs across the globe. Over his career, Mr. Glick has played an integral role in approximately $10 billion of M&A transactions, and assisted in the raising of approximately $1 billion in debt and equity capital, including public debt and equity and co-mingled private equity funds. In addition, he invested $100 million of equity into real estate on behalf of third-party institutional investors. Prior to forming Incucap, Mr. Glick was a capital raising executive at Farragut Capital, where he evaluated and marketed real estate investment managers globally. Prior to joining Farragut Capital, Mr. Glick was an investment professional at Rothschild Realty Managers, a private equity fund that provides growth capital to real estate operating companies. He began his career in the Investment Banking Division of Lehman Brothers, covering financial institutions. In addition, Mr. Glick is the Founder of the Chicago Real Estate Private Equity network (CREPE), a networking origination catering exclusively to the next generation of real estate private equity professionals in Chicago. CREPE has brought together over 375 mid- to senior-level real estate private equity professionals from over 125 firms in the Chicago area through networking, education and volunteer events. Mr. Glick received his BS in Economics from The Wharton School at the University of Pennsylvania and his MBA with distinction from Kellogg School of Management at Northwestern University. Mr. Glick is also a member of Pension Real Estate Association, and a frequent guest lecturer at both industry conferences and Kellogg. In addition, Mr. Glick holds his Series 7, 63 and 79 licenses. View Profile
Brian Good CEO iBorrow
CEO Brian Good overseas the operations and investments of iBorrow, and serves on its Loan Committee. Brian has been in real estate for over 20 years, first as a corporate real estate transactional attorney and then as an President of Eagle Group, LLC a fully-integrated real estate company handling all aspects of a large commercial real estate portfolio. Brian has moderated and served on a number of panels, including panels for Bisnow and IMN. Currently, he sits on the Board of Advisors for the Ziman Center for Real Estate as part of the Anderson School of Business, the SCGA Golf Foundation, and has served on the Boards of Brentwood School, the Federation of Greater Los Angeles, and the Guardians. View Profile
Noah Gottlieb Co-CEO, X Social Communities Property Markets Group
No biography specified View Profile
Aaron Greeno Managing Director, Real Assets Morgan Stanley
Aaron Greeno is an Executive Director of Morgan Stanley and an officer in the firm's real estate investing practice, focused primarily on new acquisitions in the western United States. View Profile
Daniel Guggenheim Partner Pircher, Nichols & Meeks LLP
Danny Guggenheim is a Partner in the Los Angeles office of Pircher, Nichols & Meeks LLP, and dedicates the bulk of his practice to the representation of private equity funds, real estate companies, non-bank lenders and other investors in connection with commercial real estate partnerships, financings, acquisitions and dispositions. He is also a Lecturer in Law at the University of Southern California Gould School of Law, where he co-taught the Fall 2018 semester of Real Estate Law and Business (Transactions) with Professor George Lefcoe, and coordinates the annual Pircher Nichols & Meeks Real Estate Joint Venture Challenge in which law school and business school students team up to compete in a mock negotiation. Mr. Guggenheim was included in the 20th (2014) Edition and all subsequent Editions of The Best Lawyers in America in the practice area of Real Estate Law, as well as the 2017 and all subsequent Southern California Super Lawyers lists View Profile
Todd Hankin Partner EisnerAmper, LLP
Todd Hankin is the partner in charge of audit services in the San Francisco office of EisnerAmper LLP and is a leader in the Firm's west coast real estate practice. Todd provides audit, accounting and consulting services to clients involved in real estate acquisition, development and investment. Todd's other areas of expertise include alternative investment funds, investment advisors and finance and lease companies. Todd recently led a successful joint venture proposal effort to provide real estate consulting services to the nation's largest public employees' retirement system. Todd began his career with the financial services group of KPMG where his focus was auditing real estate loan collateral and real estate owned in foreclosure by federally-insured banks and savings and loan institutions. Todd has been a CPA and member of the AICPA since 1990 and is licensed to practice in the states of California and Oregon. Todd received a Bachelor of Science degree with cum laude honors from the University of Maryland. View Profile
Rodgers Harshbarger Director, Private Investments UNC Management Company
Mr. Harshbarger joined UNC Management Company in 2008 and is currently a Director of Private Investments for the $5.3 billion UNC Investment Fund. Prior to UNCMC, Mr. Harshbarger was a Consultant in the Private Equity Group at Bain & Company and began his career in Investment Banking at Donaldson, Lufkin & Jenrette. Mr. Harshbarger received a B.A. from the University of Virginia where he was an Echols Scholar and a M.B.A. from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill where he was a Richard H. Jenrette Fellow. View Profile
Bradford Howe Co-CEO Lowe Enterprises Investors, LLC
CEO of LEI with shared responsibility for oversight and management of the firm's investment management business. Mr. Howe is responsible for equity capital raising, client relations, new business development, portfolio management and finance activities. Previously, Mr. Howe served as Senior Vice President of Lowe Enterprises managing the Capital Group, which was responsible for the firm's capital raising efforts, and as Chief Financial Officer for Lowe Hospitality Group. He previously was a Director with Equity Group Investments, a Vice President with Secuirty Capital Group and an Associate with Kidder Peabody & Company. He is a member of the Pension Real Estate Association and the Real Estate Roundtable. Education: University of California at Berkeley, BA; MBA View Profile
Brent Iloulian EVP - General Counsel Hackman Capital Partners, LLC
Brent started at Hackman Capital Partners in 2015 and oversees legal affairs and transactions for the company and its affiliated entities. Brent manages, coordinates and advises on the legal aspects of the company's corporate, acquisition, disposition, joint venture, financing, development and leasing matters. He also manages the firm's purchase and sale transactions including marketed sale processes, contract negotiations, deal structures, financing, due diligence and closings. View Profile
James Inendino Partner Thompson Coburn LLP
Jim focuses his practice on corporate finance, real estate finance, workouts, restructurings, and commercial real estate transactions. Jim's finance practice experience includes representing national, regional,and local financial institutions and borrowers in secured and unsecured lending transactions, including CMBS, real estate, asset based and creditbased loans. His real estate lending representation includes hospitality, commercial and residential new construction, office, shopping center, and other retail properties. Most often, Jim counsels clients on multiple party credit arrangements, including senior/subordinated debt structures, first lien/second lien financings, credit tenant loans, securitization, and leveraged lease transactions. Additionally, he counsels commercial lenders and financial institutions in connection with commercial real estate related View Profile
Robert Ivanhoe Chairman, Global Real Estate Practice Greenberg Traurig, LLP
Robert J. Ivanhoe is Chair of the 300+ lawyer Global Real Estate Practice and Co-Chair of the REIT Practice at Greenberg Traurig. He concentrates his practice in sophisticated real estate structures, financings, workouts, restructurings, acquisitions and dispositions of all asset classes of real estate. Robert is actively involved in real estate industry current affairs and is regularly asked to write and lecture on industry topics. View Profile
Moses J. Kagan President Adaptive Realty, Inc.
Moses is co-founder and head of Adaptive Realty, the Los Angeles-based development and property management group. Since 2008, he has overseen the repositioning of more than 75 properties in Los Angeles. Since 2012, Moses has grown Adaptive from zero to $100MM in AUM. He began his career in mergers and acquisitions at LongAcre Partners in London (since acquired by Jefferies). Moses received a B.A. magna cum laude from Princeton University and an M.A. from The London School of Economics, and is licensed as a real estate broker in California. View Profile
Kyle Jeffers Managing Director ACORE Capital
Kyle Jeffers is a Managing Director and Head of Western Region Originations. He has 22 years of experience in the commercial real estate finance industry and capital markets. Prior to joining ACORE, from 2010 to 2015, Mr. Jeffers was a Managing Director at Starwood Property Trust, Inc. (NYSE: STWD), a public mortgage REIT, managing west coast loan originations and was responsible for over $5 Billion of first mortgage, mezzanine, and preferred equity investments. Before joining STWD, Mr. Jeffers was a Managing Director at Coastal Capital Partners, LLC, a firm focused on acquiring distressed debt and advising clients on restructurings. View Profile
Andrew Jobst Partner HG Capital
Andrew Jobst is a Partner in HG Capital. Since joining the company in 1997, Mr. Jobst has underwritten and structured over 50 investments with more than 20 different project sponsors for a total completed value in excess of $1 billion. He holds a B.S. degree in Biology, a B.A. degree in Economics and an M.S. degree in Engineering Economic Systems and Operations Research from Stanford University. View Profile
Ronald Kaplan National Lead, Commercial Real Estate Practice CohnReznick LLP
Ronald A. Kaplan, CPA, is a partner with CohnReznick and is the Northeast Leader of the Firms Commercial Real Estate Industry Practice. Ron has more than 20 years of experience providing assurance, due diligence, business advisory, and tax services to clients involved in commercial, residential, retail, and hospitality real estate properties, primarily in New York, with experience throughout the United States and internationally. View Profile
Ryan Kaplan VP, Real Estate Investment Group Goldman Sachs & Co.
Ryan Kaplan is a Vice President in the GSAM Private Real Estate Group, based in Los Angeles, where he leads the group's west coast acquisitions effort. Prior to joining the Firm, he was a Director at HCP, Inc., a healthcare REIT, focusing on acquiring senior housing and medical office assets. Prior to this, he worked as an associate at UBS in the Global Healthcare Investment Banking Group. He received a BA in Economics from Bucknell University. View Profile
Alvin Katz Partner Katten Muchin Rosenman LLP
Alvin Katz is a partner in the Chicago office of Katten Muchin Rosenman LLP. During more than 40 years of practice Mr. Katz has been involved in virtually every aspect of the real estate industry. He has a widely diversified practice, representing real estate investors, developers and operators in joint ventures and partnerships, acquisitions and dispositions of real property, debt and equity financings, and management and leasing transactions. His clients include opportunity funds, investment advisors, real estate investment trusts and public and private pension funds. View Profile
Christopher Kelly Managing Director Amherst Capital
Christopher T. Kelly is a Managing Director and Head of Commercial Real Estate (CRE) Lending at Amherst Capital Management. In this role, Chris is responsible for all facets of Amherst Capital's CRE middle-market Lending business, targeting senior mortgage investments in all types of commercial and for-rent residential real estate assets. A 28-year commercial real estate professional, Chris has extensive experience in real estate debt, mezzanine and equity markets. Prior to joining Amherst Capital, Chris was a Managing Director and Head of Real Estate at CapitalSource, a division of Pacific Western Bank, responsible for all facets of the national real estate lending business. View Profile
David Kessler Managing Partner, Real Estate Group CohnReznick LLP
David A. Kessler, CPA, is a partner with CohnReznick and serves as Managing Partner of our Firm's Real Estate Practice. David has over 30 years of experience providing audit, tax, and management advisory services to the real estate and financial services industries, representing clients nationally. He represents both public and private clients, including developers, private equity funds, institutional investors such as life companies and pension funds, lenders, asset management companies, property management companies, REITs, loan funds, and hedge funds. View Profile
Jonathan Klein Managing Director Fortress Investment Group
Jonathan Klein is the co-head and managing director of the real estate group at Fortress Investment Group. Jon has been working with Fortress since 2006. Prior to joining Fortress, Mr. Klein spent five years as a principal with Diversified Property Group a residential and commercial development company focused on horizontal and vertical development in the Northeast and Southeast. . Prior to Diversified, Mr. Klein spent 8 years as a managing director of a boutique fund management firm in New York City investing in real estate related assets including distressed mortgages and notes, opportunistic real estate and debt and equity investments. View Profile
Richard Kulick Chief Investment Officer Gamma Real Estate
Richard Kulick : Chief Investment Officer, Multifamily Housing Richard Kulick leads the acquisition and management of Gamma's multifamily real estate investments. He has acquired over $600 million of multifamily properties in the past 5 years and is a nationally recognized investor. Prior to joining Gamma, Mr. Kulick lead multifamily acquisitions and asset management on behalf of a New York and Miami based diversified real estate company. Earlier in his career, Mr. Kulick worked in UBS Investment Bank's Real Estate, Leisure and Lodging Group. View Profile
Pete Kutzer Managing Partner Edgewood Realty Partners, LLC
Pete Kutzer is a co-founder and principal of Edgewood Realty Partners, LLC. Edgewood is a private real estate investment firm which, along with its partners, acquires, invests in, develops, manages and disposes of high-quality commercial investment properties in the western United States. Edgewood and its partners frequently seek to add value to their investments by employing creative property improvement, repositioning, and/or capital markets strategies. Mr. Kutzer also serves as president of The Kutzer Company, a real estate investment management company, which actively manages approximately 1 million square feet of commercial property. View Profile
Jonathan Lee Principal George Smith Partners
Jonathan Lee sources structured capital for both high net-worth and institutional clients. A former developer, Mr. Lee leverages his experience in ground up development to customize a client plan that manages risk profiles and maximizes returns. He utilizes an extensive network of debt, life insurance, CMBS, Fannie/Freddie and equity relationships to achieve his client's goals. Mr. Lee specializes in ground up construction, perm and bridge financing. He has arranged debt, pref equity and JV equity structures totaling $3 Billion+ in his career. View Profile
Leslie Lundin Managing Partner LBG Real Estate Companies, LLC
Leslie Lundin is Managing Partner and co-founder of LBG Real Estate Companies, LLC, a privately-held real estate company that specializes in the acquisition, investment and development of commercial real estate properties in the western United States. The company's main focus is on the direct acquisition of value added and opportunistic investments, with a strong preference for retail properties. Leslie has actively participated in over 1 Billion dollars in these types of transaction since 1990. View Profile
Henry Manoucheri Chairman & CEO Universe Holdings
Real estate investment industry veteran Henry Manoucheri is the Founder, CEO, and Chairman of Universe Holdings, which has rapidly become one of California's largest and most active investors in the Los Angeles apartment communities. Today the firm has ~$1 billion of assets under management totaling approximately 2,500 units. Manoucheri chairs Universe Holdings Multifamily's investment committee to skillfully select value-add assets for acquisition, repositioning, and eventual disposition to deliver outstanding risk-adjusted returns for the company and its institutional and high net worth partners. View Profile
Brad Markoff Partner Thompson Coburn LLP
Brad provides clients with strategic legal counsel in complex financing transactions, including cross-border transactions, mergers and acquisitions and investments. His clients include national governments and governmental agencies, public and private real estate companies, real estate investment trusts (REITs), investment and commercial banks, private equity funds and trust companies. Brad worked on the formation of one of the first cannabis REITs for client Inception REIT, as well as its 506(c) offering, valued at $50 million. View Profile
Joel Mayer Managing Director, Head of Retail Rockwood Capital, LLC
Mr. Mayer, based in Los Angeles, has over 28 years of experience as a real estate investment professional and leads the firm's retail real estate investments nationwide. Prior to joining Rockwood, Mr. Mayer was a Director at BlackRock Realty. While at BlackRock, Mr. Mayer worked on their Retail Opportunity Fund and was responsible for sourcing new investments, identifying and structuring transactions with joint venture partners and directing development and redevelopment activities for new acquisitions. View Profile
David Milestone Vice Chairman Newmark Knight Frank
David Milestone joined Newmark Knight Frank in 2016 and serves as Vice Chairman in the El Segundo, California, office. Mr. Milestone is responsible for originating and executing debt transactions throughout the Western U.S. He focuses on structuring, sourcing, marketing and placement of mortgage financings, mezzanine loans and structured financings for both single assets and property portfolios. Prior to NKF Capital Markets, Mr. Milestone spent 12 years as a senior member of Eastdil Secured's debt placement practice, where he was instrumental in growing the debt platform from $4 billion to over $60 billion in annual volume. View Profile
Alexa Mizrahi Director, Loan Origination Lone Oak Fund, LLC
Alexa Lauren Mizrahi serves as Director of Loan Origination for Lone Oak Fund, LLC. She graduated with Provost's Honors from the University of California, San Diego in 2008, earning a Bachelor of Science in Microeconomics & Mathematics. Since joining Lone Oak Fund's Loan Origination Department in 2009, Alexa has underwritten thousands of commercial real estate transactions and has closed more than $500 million in bridge loans. Alexa originates short term financing up to $30 million for California investment properties. View Profile
Jon-Paul Momsen VP & Senior Managing Director Harbert Management Corporation
Mr. Momsen is a Vice President and Senior Managing Director, managing the U.S. Real Estate platform at HMC. Mr. Momsen joined HMC in 2008 as a Managing Director to open HMC's San Francisco, California office. Prior to joining HMC, Mr. Momsen worked at Deutsche Bank, where he served as Director and Head of the West Coast for the RREEF Real Estate Opportunity Fund Group. Before that, Mr. Momsen was with Deutsche Bank as a Vice President in the Real Estate Private Equity Group in New York. Prior to Deutsche Bank, Mr. Momsen was with Bankers Trust Company in the Real Estate Investment Banking Group. View Profile
Gary Mozer Principal/ Co-Founder George Smith Partners
Mr. Mozer is a Principal/Managing Director of George Smith Partners. He has arranged in excess of $30 billion of debt and equity financing for a broad array of real estate transactions. Appointed CEO in 1999, he has consistently ranked as GSP's largest individual producer. With almost three decades of commercial mortgage brokerage experience, Mr. Mozer has developed an in-depth knowledge of virtually all property types. He most frequently works in retail, multi-family, office, and industrial products. However, he is also an accomplished financier of hotels, assisted living and skilled nursing facilities, marinas, RV parks, and self-storage sites. View Profile
Avik Mukhopadhyay Managing Director Kennedy Wilson
Avik Mukhopadhyay serves as a Managing Director within Kennedy Wilson's ("KW") Investment Management platform. With over $6.0bn in prior transactional experience, Avik helps source both single asset and operating company/platform level investment opportunities for KW's comingled funds, separate accounts and balance sheet. View Profile
Peter Muoio Chief Economist Ten-X
Peter Muoio, Ph.D., is chief economist for Ten-X Research. He is a veteran of the real estate industry and founder of the research and consulting firm Maximus Advisors, which Ten-X acquired in December 2012. Immediately prior to forming Maximus Advisors, Dr. Muoio was a Managing Director and Global Head of Deutsche Bank's Real Estate Research Group with teams in New York, London, Frankfurt and Sydney. View Profile
Greg Myers Managing Director Cortland Part of Alter Domus Group
Greg is a managing director of Cortland Capital Market Services LLC. Greg oversees business management for Cortland's fund administration group. An experienced financial executive, Greg brings over 15 years of broad-based financial services expertise to Cortland. Prior to joining Cortland CMS, Greg managed the Specialty Bank Loans team within LaSalle Bank's Global Securities and Trust Services group. Greg's initial service in the financial sector includes experience working as an Equity Options Market Maker at the Chicago Board of Options Exchange, as well as a financial analyst and Y2K consultant with other financial institutions. View Profile
David Packer Partner Pircher, Nichols & Meeks LLP
David L. Packer is a partner at Pircher, Nichols & Meeks, where he specializes in financing transactions. He graduated from the University of Virgina School of Law, order of the coif, in 1985, where he served as an Executive Editor of The Virginia Law Review. He also graduated with a B.A. in Government, magna cum laude, from Georgetown University in 1982. View Profile
George Pandaleon President Inland Institutional Capital, LLC
As President, Mr. Pandaleon is responsible for the growth and performance of Inland Institutional Capital, LLC. He is also a voting member of the Inland Investment Committee, which reviews opportunities that may be appropriate for ICAP's clients or other Inland entities. Prior to joining Inland, Mr. Pandaleon was Executive Managing Director of the Institutional Investment Group at Grubb & Ellis, where he led a team of real estate investment professionals focused on serving large institutional clients. View Profile
Perry Pinto Principal Walton Street Capital, LLC
Mr. Pinto directs the acquisition efforts for Walton Street Capital ("WSC") throughout the West Coast of the United States and directs all of firm's industrial acquisitions throughout the entire United States. In addition, Mr. Pinto leads the firm's efforts in the majority of the public-to-private transactions that are pursued by the firm. In his career at WSC, Mr. Pinto has acquired over $6 billion of assets in every sector of commercial real estate in every major geographic market of the United States. View Profile
Robin Potts Co-Head of Real Estate Investments, Director of Acquisitions Canyon Partners Real Estate LLC
Robin Potts is the Co-Head of Real Estate Investments and Director of Acquisitions for Canyon Partners Real Estate. Ms. Potts has been with Canyon Partners for 12 years, is responsible for overseeing the origination and acquisitions of debt and equity investments across Canyon Partners' real estate platforms and holds a seat on all Canyon Partners real estate investment committees. During her tenure at Canyon Partners, Ms. Potts has facilitated the acquisition, financing and development of over $6 billion of commercial real estate transactions across all asset classes including multifamily, condominium, office, retail, hospitality, industrial, student housing and mixed-use. View Profile
Kevin Prince Director West Bay Capital
Mr. Prince began his career in the commercial real estate industry in 2013 with Faris Lee Investments, where he assisted in the marketing of over 70 retail properties for sale. Following his time at Faris Lee, Mr. Prince joined Clippinger Investment Properties where he worked primarily in acquisitions and served in many other areas alongside the President, including roles in dispositions, leasing, and property management. As Director of Originations for West Bay Capital, Mr. Prince is responsible for generating new loans for the mortgage fund and leading all marketing efforts. View Profile
Joshua Pukini Managing Partner AB Capital
Mr. Pukini is a Principal of both Cal Pac Capital & AB Capital. He is an innovative and accomplished leader with 15+ years of experience in privately funded real estate investments. A results-focused entrepreneur, Mr. Pukini has a proven track record with over 500M in deals funded solely utilizing private investor capital. An adept negotiator and strategist, Mr. Pukini is responsible for managing the firm's total investment portfolio, evaluating deal risk & structuring opportunistic real estate ventures. Mr. Pukini is a licensed Real Estate Broker (2006), and is a graduate of UC Berkeley (2005), with a degree in Legal Studies. View Profile
Grant Puleo Partner Duane Morris LLP
Grant Puleo focuses his practice on a wide variety of real estate, finance and business transactions. He has extensive experience in a broad array of commercial and multi-family real estate transactions, including acquisitions, development, syndication, dispositions and specialized leasing and financing of all product types throughout California and the United States. Mr. Puleo's finance experience includes both borrower and lender representation in the initiation and workout of complicated debt and equity transactions, such as acquisition and construction financing, mezzanine financing and synthetic leasing transactions. View Profile
Edward Ratinoff Director James Investment Partners
Edward Ratinoff is Founder and Managing Principal of James Investment Partners, an opportunistic investment platform focused on multifamily, office and industrial properties in the San Francisco bay area and the Los Angeles region. Ed also currently serves on the board Axos Financial (NYSE:AX). Ed previously held senior positions with nationally focused real estate investment management firms such as the JE Robert Companies and PRG and was a senior banker with Chase Securities (Chase), BT Securities (Bankers Trust) and McDonald Investments (Keybank). View Profile
Jeffrey Reder SVP, Private Real Estate CenterSquare Investment Management
As Senior Vice President, Private Real Estate at CenterSquare, Mr. Reder is responsible for all acquisition activity in the Western United States. He oversees a team focused on sourcing, underwriting and closing real estate acquisitions and investment transactions across a variety of property types. Founded in 1987, CenterSquare is a registered investment adviser focused exclusively on real estate and is a wholly owned subsidiary of Bank of New York Mellon. View Profile
Jay Rollins President JCR Capital
Mr. Rollins is a Managing Principal and Co-Founder of JCR. In addition to leading the firm and setting JCR's overall strategy, Mr. Rollins' day-to-day responsibilities are primarily focused on transaction sourcing and underwriting. From 1999 to 2005, Mr. Rollins was a Managing Director at GMAC Commercial Mortgage, where his team focused on making opportunistic loans to transitional multi-family, retail, office, land and industrial properties. View Profile
Jonathan Romick Managing Director, General Counsel & CCO GEM Realty Capital, Inc.
Mr. Romick joined GEM Realty Capital, Inc. ("GEM"), in 2006 and is the General Counsel and Chief Compliance Officer. Mr. Romick oversees compliance and legal matters for the real estate investment funds sponsored by GEM. Prior to joining GEM, Mr. Romick was a lawyer in the Real Estate Practice Group at Neal, Gerber & Eisenberg LLP and prior to that at Kirkland & Ellis LLP. View Profile
Ron Rossi VP, Business Development IMS CRE
Ron Rossi serves as the VP of Business Development for Investor Management Services (IMS). Ron has over 20 years of commercial real estate experience with a focus on CRE software over the last 6 years. Ron is responsible for delivering best in class analytics and reporting that enables clients of IMS to proactively manage their business and investments in the most efficient and proactive manner thereby increasing yields and minimizing risk. IMS offers an Investor Management platform for CRE owners. View Profile
Dean Rostovsky Managing Director Clarion Partners
Dean Rostovsky is an equity partner and Managing Director at Clarion Partners as well as an Acquisitions Officer. Based in the Firm's Los Angeles office, he oversees transaction activity across property types for the Western region. Dean sources and closes varied risk-strategy investments on behalf of Clarion's approximately $45 billion of client-managed accounts. Dean has experience in both private equity and fixed income sectors of the real estate market. He re-joined Clarion Partners in 2006 and began working in the real estate industry in 1993. View Profile
Nicholas Rotello CFA, President Seven Two Partners LLC
Nicholas Rotello founded Seven Two Partners in 2009. His experience spans more than a decade of manager due diligence across asset classes, including research on more than 3,000 investment firms worldwide. While much of his experience has been focused on alternative investments (such as hedge funds, private equity and distressed debt), Mr. Rotello has also spent considerable time researching traditional investments including U.S., non-U.S., and emerging market equities and fixed income. View Profile
Nadia Sager Partner Latham & Watkins LLP
Albert Saiz Associate Professor Massachusetts Institute of Technology
Albert Saiz is the Daniel Rose Associate Professor of Urban Economics and Real Estate at the department of Urban studies and Planning at MIT. Albert's research focuses on housing markets, the dynamics of home values, urban growth, local public finance, and the demographic and technological determinants of real estate markets. Albert has published widely in economics journals: his publications have been cited more than 6,909 times according to Google Scholar. He has taught Urban Economics, Microeconomics, Housing economics, Real estate Investments, and Global Real Estate. View Profile
Eric Samek Managing Director Brasa Capital Management
Eric Samek is the founder of Brasa Capital and is responsible for deal origination, transaction execution, portfolio management and overall management of the firm's operations. Prior to forming Brasa Capital in 2018, Mr. Samek worked with AEW Capital Management for over 10 years, most recently as Head of the Western US for AEW's opportunity fund. Prior to joining AEW, Mr. Samek served as Director for real estate private equity investments at Broadreach Capital Partners. He started his career as an investment banking analyst at Goldman Sachs in New York. View Profile
Spencer Schlee VP Canyon Partners Real Estate LLC
Spencer Schlee, Vice President, is responsible for originating, underwriting, structuring and executing all equity and debt investments in the Southwest region for Canyon's opportunistic and value-add real estate platforms. Mr. Schlee joined Canyon's acquisitions team in 2012 and has since worked on transactions investing over $690 million of committed capital and totaling over $1.7 billion in total capitalization across various sectors including multifamily, retail, hospitality, office and mixed-use. View Profile
Roy Schneiderman Principal Bard Consulting LLC
Roy Schneiderman, CRE, FRICS, is a principal with Bard Consulting LLC. Bard focuses on providing strategic investment advice and due diligence services to large institutional clients such as California State Teachers' Retirement System, the California Public Employees' Retirement System, the New York State Common Retirement Fund, and a major sovereign wealth fund. The firm has a significant practice related to land development and homebuilding. Roy is a member of the National Council or Real Estate Investment Fiduciaries (NCREIF) and the Pension Real Estate Association (PREA). View Profile
Brandon Sedloff Managing Director Juniper Square
Brandon Sedloff is Managing Director and Head of Business Development at Juniper Square, a San Francisco-based technology company transforming the way GP's and LP's in real estate exchange information. Prior to Juniper Square Brandon was Global Head of Corporate Development at the Urban Land Institute (ULI), a global real estate research and education institute. Brandon was the founder and remains the Chair (a volunteer role) of ULI's real estate + technology initiative bringing together real estate owners, operators, REIT's, and investors with technology companies working to evolve the real estate industry. View Profile
Bryan Shaffer Principal/Managing Director George Smith Partners
Mr. Shaffer is Principal/Managing Director of George Smith Partners where he focuses on delivering solutions to address his clients' real estate capital requirements. Mr. Shaffer works hard to arrange structured financings for multifamily and commercial properties, including acquisition, refinance, construction, bridge and permanent loans. Mr. Shaffer has successfully structured both debt and equity placements for private entrepreneurs and institutional clients. View Profile
Kevin Shannon Co-Head, US Capital Markets Newmark Knight Frank
Kevin A. Shannon is widely considered to be one of the premier investment sales brokers in the Western United States. As the President of West Coast Capital Markets for Newmark Knight Frank for the last two years, Kevin leads the disposition and acquisition of investment properties on behalf of domestic and offshore investors. In the course of his over 30 year career, he has sold and marketed more than $61 billion of office, industrial, self-storage, retail, land and mixed-use assets. His experience includes 100% fee simple, partial interest recapitalizations and joint venture transactions. View Profile
William Shopoff President Shopoff Realty Investments L.P.
William A. Shopoff is President and Chief Executive Officer of Shopoff Realty Investments, L.P. Mr. Shopoff has more than 39 years of real estate and investment experience. His expertise includes the acquisition, development, and sale of new and redeveloped residential and commercial properties throughout the United States, as well as partnership structure, debt placement, venture capital and investment underwriting. View Profile
Jim Sullivan President, Advisory & Consulting Green Street Advisors
Jim Sullivan is President of Green Street's Advisory Group, which provides strategic advice to commercial real estate owners and investors located in the U.S. and around the globe. He has managed the Group since 2014. Clients of Green Street Advisory include private real estate companies considering IPOs, publicly traded and non-traded REITs seeking strategic advice, C-corps considering REIT conversions/spin-offs, operating companies evaluating real estate monetization strategies, as well as investment vehicles including hedge funds, long-only funds, pension funds, private equity firms, and family offices. Jim joined Green Street in 1994. View Profile
Scott Tavolacci Industry Principal Yardi Investment Management
Scott has over 30 years experience working in the real estate software technology field. He started in financial and real estate technology consulting with the public accounting firm of Laventhal and Horwath, and went on the manage a real estate technology consulting practice for numerous years. Since then, Scott has worked for a number real estate software companies in various roles from consulting to develop to National/Institutional Account Management. He currently works for Yardi Systems assisting their Private Equity Real Estate clients create efficiencies in their front to back office operations. View Profile
Jeffrey Toporek Principal FD Stonewater
Mark Tronstein Managing Director, Real Estate Andell, Inc.
Mark Tronstein is a Managing Director at Andell Inc., a Los Angeles-based private investment firm and family office with global business and investment interests, where he oversees the real estate strategy. Prior to joining Andell, Mark was a Director at Broadreach Capital Partners, a private real estate investment firm with over $1 billion of equity capital under management, where he was responsible for sourcing and executing value-add and opportunistic transactions across all product types as well as distressed debt in the Southwestern U.S. View Profile
Jonathan Watson Director AEW Capital Management, L.P.
Mr. Watson is responsible for investment origination and asset management for the West Coast on behalf of AEW's Partners Funds, which is a series of discretionary funds managed by AEW. During his decade tenure at AEW, Mr. Watson has been involved in the acquisitions, dispositions, financing and asset management for a wide variety of commercial real estate product types in the major MSA's in the Western US. Prior to joining AEW, he was with Thomas Properties Group where he was involved in the acqustions, asset management, leasing, and development services for Thomas' multi-million square foot office portfolio. View Profile
Gabe Weinert SVP, Capital Markets Walker & Dunlop
Gabe Weinert, senior vice president, joined Walker & Dunlop in 2014 through the Johnson Capital acquisition where Mr. Weinert lead the Opportunistic Finance Group, the division of the company which focused on providing structured investment banking services to real estate operators and development projects by raising institutional joint venture equity, structured debt, and co-investment GP equity. Mr. Weinert brings over 15 years' experience to the capital markets team. Throughout his career, Mr. Weinert was responsible for the asset management and origination of over $2B in structured real estate finance transactions. View Profile
Kenneth Weissenberg Partner EisnerAmper LLP
Kenneth Weissenberg is a Tax Partner and Partner-in-Charge of the Real Estate Services Group. His extensive experience encompasses all aspects of the real estate industry, ranging from developing tax saving strategies for owning and operating property to structuring and negotiating complex sales, acquisitions, and financing transactions. Ken has been involved in over $50 billion of real estate transactions over the last 30 years. Providing expert insight from both the legal and business perspectives, Ken consults with a variety of public and private REITs on tax planning and compliance issues ,including REIT formations, property contributions, and mergers and acquisitions. View Profile
Michelle Wells EVP of Investor Relations Waterton
Ms. Wells joined Waterton in 2013 and serves as executive vice president of investor relations. In this role, Ms. Wells is responsible for client and consultant relations, marketing and public relations. Ms. Wells participates on Waterton's leadership and investment committees. Ms. Wells has been involved in real estate investment management since 2000. Prior to joining Waterton in 2013, Ms. Wells was a director with RREEF Real Estate where she was responsible for West Coast client and consultant relations. View Profile
Benzion Westreich Partner Katten Muchin Rosenman LLP
Benny Westreich's practice covers the full range of transactional real estate, representing institutional and individual clients in the United States and abroad in the acquisition, development, financing, construction, renovation, leasing, management and disposition of commercial and residential properties (including hotel, retail, office and multi-use projects). Benny focuses a lot of his practice on structuring real estate funds and joint venture (including participation structures). View Profile
Andrew White Shareholder Greenberg Traurig, LLP
Andrew T. White is Co-Chair of the firm's Chicago Real Estate Practice. He has broad experience in commercial real estate advising real estate investors, funds, sponsors and operating companies on private equity capital raising, finance, investment and development of commercial real estate. He also advises on the formation of joint ventures to own, operate, develop, and finance a full range of property classes, including office, industrial, residential, hotel and retail properties. Andrew also represents purchasers/landlords in sale/leasebacks and in the financing of single-tenanted, net leased properties, including properties leased to credit tenants and non-credit tenants. View Profile
Thomas Whitesell Managing Director, Construction Real Estate CapitalSource
As National Head of the CapitalSource Real Estate group, Mr. Whitesell is responsible for expanding the firm's work with established commercial real estate developers and investors seeking real estate bridge and construction loans nationwide. An industry veteran of 30 years, Mr. Whitesell's experience includes bridge and construction financing as a senior and also mezzanine lender. He has deep experience in preferred equity transactions as well as debt restructurings as a lender and attorney. View Profile
Thomas Wiese Senior Managing Director Lombard International
Andrew Witt Managing Director Colony Capital, Inc.
Andrew Witt is Managing Director at Colony Capital, Inc. Mr. Witt is primarily focused on real estate related product development, investor relations and marketing of private offerings globally. Prior to taking on this most recent role he served as an investment professional responsible for the identification, evaluation, and consummation of real estate related investments. Mr. Witt also served as an Executive Vice President of Colony American Homes where he was responsible for overseeing investments in single family residential property which culminated in the acquisition of nearly 20,000 homes. View Profile
Andrew Yoon Partner & COO GreenOak Real Estate
Andrew is a Partner and the Chief Operating Officer of GreenOak. Andrew has been with GreenOak since inception in 2010 and is based in Los Angeles. He has overall financial, strategic and operational responsibility for GreenOak. He sits on the investment committees for all of GreenOak's investment funds. Prior to joining GreenOak, he was a Managing Director and COO and CFO for Morgan Stanley Real Estate Investing (MSREI) in Asia. Andrew was responsible for the Asian real estate investing business that included Japan, China, Hong Kong, South Korea, Singapore, India and Australia. View Profile
Kevork Zoryan Managing Director Morgan Stanley
Kev Zoryan is a Managing Director of Morgan Stanley. He is Co-Head of U.S. Acquisitions and Head of Western U.S. Investing for Morgan Stanley Real Estates various private equity real estate funds. He is responsible for the sourcing, execution and asset management of real estate investments. View Profile
Lance Williams
Williams Homes
Santa Clarita, CA
Charlie Rose
Invesco Real Estate
Los Angeles, CA
Paul Foye
Marsh
Boston, MA
Ryan Strub
CrowdStreet
Henry Manoucheri
Universe Holdings
Los Angeles, CA
Quincy Allen
Arc Capital Partners LLC
Los Angeles, CA
Paul Douglass
Grubb & Ellis
McAllen, TX
Joe Hercenbert
W & D
Englewood Cliffs, NJ
Donald Guilfoyle III
AB Capital
Newport Beach, CA
Kevin Boyle
Citizens Commercial Banking
Boston, MA
Kirk Motsenbocker
JPI
Irving, TX
Tom Hanley
Tranzon Hanley
Fort Worth, TX
Kevin Hackler
TPG Credit Management
Minneapolis, MN
Michele Eschert
Gamma Real Estate
New York, NY
Rosemary Pugh
Green Street Advisors
Newport Beach, CA
Jeff Hoppen
Graymark Capital
San Francisco, CA
Alison George
Ropes & Gray LLP
Boston, MA
Joseph Ferguson
Lake Union Partners
Seattle, WA
Neil McKinnon
Prana Investments
San Francisco, CA
Zubin Mistry
Woodland Hills, CA
William Cunningham-Corso
Cunningham Development Company
Palos Verdes Estate, CA
Justin Francis
San Diego, CA
Liliam Arce
Holland & Knight LLP
Matt Midura
DMJ Realty Partners
San Diego, CA
Adam Ducker
Bethesda, MD
Jeremy Borak
Multifamily Risk Advisors
Atlanta, GA
Bryan Cavalier
CIT Bank, N.A.
Santa Monica, CA
Eric S. Samek
Brasa Capital Management
Los Angeles, CA
Jason Luker
Denver, CO
Kate Keller
Boston, MA
Vince Lee
Shea Properties
Aliso Viejo, CA
Craig Bingham
PEG Development
Provo, UT
David Barksdale
Loeb & Loeb LLP
Los Angeles, CA
Daniel Kattan
Canyon Partners
Los Angeles, CA
Dan Cain
Investor Management Services
Charlotte, NC
Henry Hwang
Savvy Realty & Loans
Honolulu, HI
Bruce Quinn
Equity Resource Investments LLC
Cambridge, MA

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