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6th Annual Cleveland Commercial Real Estate Summit

3 Hours of Continuing Education Approved –
SALES PERSON OR BROKER ONLY
Course #Q06000306E 20, Cleveland Commercial Real Estate Summit
Provider: Real Estate Publishing Corporation

Thank you Peak Construction Corporation Duffy + Duffy Downtown Cleveland Alliance Marcus & Millichap Cushman & Wakefield CRESCO CBRE Omni Senior Living Anchor Cleveland Kohrman Jackson Krantz Harbor Bay ERIEBANK NAIOP Adams Lynch Associates OHIO SIOR Corfac International CREW Cleveland

Agenda

9:00 Intro
9:10 Panel 1
10:10 Panel 2
11:10 Panel 3
9:00 Intro

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Michael Deemer

Executive Vice President, Business Development
Downtown Cleveland Alliance

9:00 AM Welcome

• Introduction
• Opening Remarks

9:10 Panel 1

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Moderator: Steve Nowak

Attorney
Siegel Jennings Co. L.P.A.

Ezra Stark

Chief Operating Officer
Stark Enterprises

Daniel Burkons

Senior Managing Director Investments
IPA Midwest-Multifamily

Michael Panzica, CCIM

Owner
M. Panzica Development

Nick Soeder

Principal Broker
Adams Lynch Associates

9:10 AM Apartment Market Update & Forecast: Opportunities & Challenges

• What is the state of the Cleveland multifamily marketplace, from a development, investment and operation standpoint?
• What continues to drive the Apartment Market and where are we trending?
• What does the future look like for the Cleveland area multifamily development and investing?
• How does the Cleveland market compare regionally and nationally?

10:10 Panel 2

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Moderator: Suzanne Hamilton

Senior Vice President, Commercial RE
ERIEBANK

Rico Pietro

Principal
Cushman & Wakefield, CRESCO Real Estate

Doug Holtzman

Vice President
Anchor Cleveland

Craig Miller, CPA, CGMA, CGFM, MBA

President
Duffy+Duffy Cost Segregation Services, Inc.

Fred Herrera

Senior Vice President
CBRE

10:00 AM Cleveland Market Update: Industrial, Office, Retail, Opportunity Zones, Investment

• Economic and business climates are strong; how are the various sectors of commercial real estate (office, industrial, retail, opportunity zones, investment)?
• What 2020 headlines will impact 2020 activity?
• What headlines will surprise in 2020, and which ones won’t?

11:10 Panel 3

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Moderator: Teresa Metcalf Beasley

Chair of Public Law Practice Group
McDonald Hopkins LLC

Dan Whalen

Vice President, Design & Development
Harbor Bay Real Estate Advisors

Stefanie Finley

Vice President Fund Management
Omni Senior Living

Stephanie Mercado

Partner, Economic Development Practice Group
KJK

Matthew Weiner, Esq.

Co-Manager
East West Alliance (EWA) Group of Companies

10:50 AM Downtown & Suburban Development—Game Changing Projects

• Where is the biggest potential for growth in Cleveland – What are the Drivers?
• What new Developments have been completed recently, what is currently under construction and what else is in the pipeline?
• What fundamentals contribute to site selection?
• How will projects transform an asset or market area?

Sponsors

Find Out More
find out more
Find Out More
Find Out More

Cousino Law PLLC

402 S. Lafayette Ave., Ste 103

Royal Oak, MI 48067

313-444-0027

www.cousino.law

Daniel Cousino

Founder / Partner

dan@cousino.law

Blair Gould

Associate

blair@cousino.law

Services Provided

Legal counseling for a wide breadth of transactional real estate matters, and ongoing general counsel services for various real estate companies and investors. Joint ventures, debt financings, acquisitions and dispositions, leases, construction agreements.

Company Description

Cousino Law is a boutique real estate law firm that specializes in helping funds, investors, owners, and developers navigate complex transactions, developments, and investments. The team at Cousino Law couples sophisticated transaction negotiation with practical strategic counseling.

Plante Moran Real Estate Investment Advisors

27400 Northwestern Highway

Southfield, MI 48034

248.790.2959

www.pmreia.com

Tori Manix

Senior Vice President

Victoria.Manix@plantemoran.com

Services Provided

Real Estate Asset Management, Financing and Capital Markets, Acquisition and Disposition, and Real Estate Investment Consulting.

Company Description

As independent real estate investment advisors, Plante Moran REIA provides tailored investment and asset management solutions to help private and institutional clients preserve, protect, and grow their real estate portfolios.

Q10 Lutz Financial Services

300 S. Old Woodward

Birmingham, MI 48009

248-432-3200

https://lutzinvestments.com/

Steven Phillip Siegel

VP

ssiegel@lutzco.com

Adam Lutz

Principal

alutz@lutzco.com

Services Provided

Q10 | Lutz Financial Services Q10 offers clients first mortgages, equity placements, acquisition financing, sale/leaseback, bridge loans, joint ventures, construction loans and more. Nationally, the Q10 consortium has originated over $50 billion in commercial loans since 2004 and currently services $11.9 billion worth of real estate.

Company Description

Q10 | Lutz Financial Services is a commercial mortgage banking firm that delivers debt and equity placements for clients with income producing properties ranging from $1,000,000 to $150,000,000. Q10 | Lutz Financial Services is a member of the national Q10 consortium of mortgage banking firms.

CCIM Michigan Chapter

720 N. Washington Ave.

Lansing, MI 48906

(800) 454-7842

-

Jenn Morden

Administrator

admin@ccim-mi.com

Larry Goss

Chapter Pres.

lgoss@burton-katzman.com

Services Provided

Professional Career Development, Industry Networking, Commercial Real Estate Educational Programs

Company Description

Michigan CCIM Chapter represents a diverse group of commercial real estate professionals that reflect multiple disciplines within the industry, including leasing, appraisal, commercial brokerage, investments, property management, lending/mortgage banking, legal and development.

Peak Construction Corporation

1011 E. Touhy Avenue, Suite 100

Des Plaines, IL 60018

630.737.1500

www.peakconstruction.com

Michael P. Sullivan, Jr.

CEO

msullivan@peakconstruction.com

John Reilly

President

jreilly@peakconstruction.com

Services Provided

As a full-service Design-Build General Contractor spanning multiple market segments - industrial, office, healthcare, hospitality, construction management, land entitlement/development - Peak helps their clients navigate the big and small decisions that turn their needs and goals into solutions that provide immediate results with long-term value.

Company Description

Peak Construction Corporation is a privately held, well-capitalized design-build firm, based in Chicago with a national reach. For over 20 years, Peak's approach has been based on building - building quality facilities that meet and exceed our clients' needs, as well as building confidence that we are your trusted partner.

Powering Chicago

Five Westbrook Corporate Center Suite 940

Westchester, IL 60154

630-770-6769

www.poweringchicago.com

Steve Doty

sdoty@poweringchicago.com

Elbert Walters III

ewalters@poweringchicago.com

Services Provided

Powering Chicago electricians and contractors power Cook County’s critical infrastructure projects by providing skilled, union labor and knowledgeable management to ensure jobs are completed on time and on budget.

Company Description

Bringing together the International Brotherhood of Electrical Workers (IBEW) Local 134 electricians and the Electrical Contractors’ Association (ECA) of the City of Chicago, Powering Chicago is an electrical industry labor-management partnership (LMCC) that invests in consistently better construction, better careers and better communities within the metro Chicago region.

O’KEEFE LYONS & HYNES, LLC

30 N. LaSalle St., Ste. 4100

Chicago, IL 60602

312.621.0400

www.okeefe-law.com

Elizabeth Gracie

Partner

elizabethgracie@okeefe-law.com

Brian Forde

Partner

brianforde@okeefe-law.com

Services Provided

The firm’s partners, with public sector experience to better understand the various perspectives involved in property tax matters, provide a disciplined, creative and strategic approach, engineering some of the most innovative litigation strategies and successful outcomes in resolving tax matters.

Company Description

O’Keefe Lyons & Hynes, LLC is a Chicago-based law firm that has been concentrating its practice in property tax matters since 1937. The firm’s clients include prolific commercial and multifamily real estate developers and prominent property management firms, global industrial concerns, marquee hotels, national retailers, shopping center developers, condominium associations, Fortune 500 corporations and not for profit organizations.

ASSOCIATED BANK

525 W. Monroe Street, Ste. 2400

Chicago, IL 60661

312.544.4645

https://www.associatedbank.com/cre

Gregory Warsek

Group Senior Vice President/ Senior Regional Manager

greg.warsek@associatedbank.com

Services Provided

Our clients include professional developers of income producing commercial real estate, including multi-family properties, retail, office, self- storage, student housing, industrial, and for sale housing.

Company Description

Commercial Real Estates offices are located in Chicago, Milwaukee, Madison, Green Bay, Cincinnati, Indianapolis, Minneapolis, Detroit, St. Louis and Dallas. Associated Banc-Corp has total assets of $33 billion and is one of the top 50 financial services holding companies in the United States.

foodbarz!

1701 Golf Rd Suite C-114

Rolling Meadows, IL 60008

847-258-3471

www.foodbarz.com

Terry Ramsett

Owner

terry@foodbarz.com

Services Provided

Restaurant and corporate catering in multi tenant commercial office buildings

Company Description

Food court style restaurant and corporate catering all under one entity. Provides great service, variety, and freshness to all tenants.

CenterPoint Properties

1808 Swift Drive, Suite A

Oak Brook, IL 60523

6305868000

www.centerpoint.com

Gina Saenz

Marketing Director

gsaenz@centerpoint.com

Services Provided

INDUSTRIAL PROPERTY DEVELOPMENT, ACQUISITION AND MANAGEMENT
CenterPoint acquires, develops, redevelops, manages, leases and sells state-of-the-art warehouse, distribution and manufacturing facilities near major transportation nodes. Our experts focus on large rail, port and trucking infrastructure assets.

GOVERNMENT PROJECTS
CenterPoint helps government agencies, corporations and other organizations with complex development projects that require our unique skills and capabilities. Many of CenterPoint’s experts already have security clearances, which means faster start times on secure projects.

INDUSTRIAL REAL ESTATE INNOVATION
CenterPoint continuously reimagines what’s possible in order to provide our customers with a competitive edge and ensure their success, no matter how great the challenge. Our experts are empowered to navigate the complex, the unknown—even the seemingly impossible—on behalf of our brokers and tenants, through the creative use of proprietary technology, innovative financing techniques, advanced brownfield remediation techniques, public-private partnerships and other methods.

Company Description

CenterPoint is an innovator in the investment, development and management of industrial real estate and multimodal transportation infrastructure.

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Contact Us for Future Sponsorship Opportunities

CBRE

With Offices Serving Cleveland and Akron

Since opening its first office in Cleveland more than 30 years ago, CBRE has grown to become the market leader in all facets of commercial real estate services in Northeast Ohio.

Our commercial real estate professionals act as a gateway to our full platform of CBRE service offerings globally including Advisory & Transaction Services, Asset Services, Capital Markets, Consulting, Valuation, or Project Management.

cbre.us/cleveland

Cushman & Wakefield | CRESCO Real Estate

Behind every sale or lease, there is a friendly face helping to make it happen.

Cushman & Wakefield | CRESCO Real Estate is Greater Cleveland’s expert in commercial and industrial real estate. We’ve worked with clients for more than two decades to achieve real estate goals for transactions of every size and scope — here in Northeast Ohio, and around the world.

crescorealestate.com

Duffy + Duffy

LEED Certified Construction Projects

Cost Segregation allows commercial building owners to generate cash flow by accelerating depreciation deductions on their buildings and deferring taxes. An engineering-based Cost Segregation Study is the only method recognized by the IRS to identify Personal Property and Land Improvements contained in a commercial structure.

costsegexperts.com

Mark Menzies

Senior Vice President, National Publisher

312-644-4610

Ernie Abood

Vice President

312-644-7119

ERIEBank

Local decision-making provided by ERIEBANK

Fueled by the desire to return to the personalized banking of old, ERIEBANK opened its doors in August 2005 with a sole employee, David Zimmer, an Erie native with then more than 20 years of banking experience. One year later, the first full-service community banking office was open and by September 2007, the bank had grown out of its leased space and built its first freestanding building on Asbury Road, which was designed to feature the community of Erie through the new-concept banking center style that is now found in the majority of ERIEBANK locations.

eriebank.bank

We are always looking for speakers who represent diverse populations.

Please help us out by volunteering to speak or introduce us to anyone who you think would be a good fit.

Send to menzies@rejournals.com or eabood@rejournals.com  

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