TXdallasnetlease21 - REJournals

2nd Annual Texas Net Lease & 1031 Summit

June 24, 2021

Speakers & Agenda

Brad Motley

Partner

Trinity Real Estate Investment Services

Timothy Ibbotson

Vice President

Cost Segregation Services

Mark West

Senior Managing Director, Net Lease Platform Leader

JLL

Greg Lehrmann

Division Manager/SVP

Asset Preservation

Scott Bernstein

CFO

Spear Minerals, LLC

Craig Brown

Senior Vice President/Regional Manager

IPX 1031

Jennifer Pierson

President & CEO

Strive Real Estate

Geoff Ficke

Executive Vice President, Institutional Capital Markets Group

Colliers International

Randy Bell

Principal

Real Capital Investments

Egzon Berisha

Vice President

American National Bank of Texas

Tony Ramji

Founder, CEO, and President

Victory Real Estate Group

Matt Tice

Senior Vice President

Inland Real Estate Acquisitions, LLC

Patrick Luther

Managing Principal, National Net Lease Group & Investment Properties Group

SRS Real Estate Partners

Farhan Kabani

Senior Managing Director

Mark One Capital

More Speakers to be Announced!

1:15 PM

Important Legal & Tax Updates for Tax Deferred

• Understanding the 1031 structure and timeline to execute
• Why consider doing a 1031?
• UPRIET’s & other tax deferred strategies
• 1031 Legislation – where are we headed?
• How crowd funding is impacting the Real Estate Industry?
• Emerging 1031 Strategies for Real Estate Investors?
• How do opportunity zone deals work with 1031 and Net Lease Investments?
• Seller representations and warranties
• Deeper Due Dilligence
• Important elements in your loan documentation
• Important regulatory updates

2:15 PM

Current Net Lease Market in the Texas and around the United States

• Who is the hot credit tenant right now?
• Can you find opportunity in local or limited credit tenants?
• How to price quality low-risk deals and retain some resale value
• Current CAP rates. Are CAP rates changing?
• NNN Market Update – Recent deals and activity
• Which states are better for net lease?
• Which Tenants are emerging / growing nationally?
• Financing net lease properties
• Are there non-recourse financing options for net lease properties? If so, what are the terms?
• Lease Review – which items are net and which are the Landlord’s responsibility?
• Understanding lease renewal options from Landlord and Tenant Perspectives?
• Tenant Credit – is the Tenant on the hook and what is that worth?

4:00 PM

Emerging Trends for 1031 Investors & Elevating Investor Options

• UPREIT strategies in lieu of a 1031
• Delaware Statutory Trusts (DST) as a replacement property
• Oil and Gas Investments as replacement property
• How to evaluate sponsors and their 1031 solutions for investors
• Sale leasebacks; what are the advantages for business owners?
• Other emerging 1031 solutions for investors

2nd Annual Texas Net Lease & 1031 Summit

June 24, 2021

> The Clubs of Prestonwood

> 1:15pm- 6:00pm CST

4 Hours of Real Estate Continuing Education Credits Have been Approved By the Texas Real Estate Commission
TREC Provider# 10163
TREC Instructor# 4153
Course# 40816

$99 – In Person
$59 – Virtual Viewing with CE
$19 – Virtual Viewing

2nd Annual Texas Net Lease & 1031 Summit Registration

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Please sign up for a free account.
You can Sign up Here

Thank you!

Contact Us for More Information

Frank Biondo

Vice President of Sales

248.670.2691

Mark Menzies

Senior VP & National Publisher

312.644.4610

Jeff Johnson

Chief Executive Officer

952.405.7780

Ginger Wheless

Senior Marketing Director

713.661.6350

Tressa Barzilla

Vice President, Sales

713.661.6300

Abby Lestin

Event Coordinator

713.661.6300

St. Louis Women in Commercial Real Estate 2021

More Information and Registration

Click Here

May 25, 2021

> Virtual Event

> 8:00am - 11:00am

St. Louis | Women in Real Estate

4th Annual Minnesota Women in Real Estate Summit

More Information and Registration

Click Here

May 20, 2021

> In-Person or Virtual Attendance

> 8am - 12pm

Minnesota | Women in Real Estate

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 [email protected] or [email protected]

2nd Annual Texas Net Lease & 1031 Summit

June 24, 2021

Speakers & Agenda

Brad Motley

Partner

Trinity Real Estate Investment Services

Timothy Ibbotson

Vice President

Cost Segregation Services

Mark West

Senior Managing Director, Net Lease Platform Leader

JLL

Greg Lehrmann

Division Manager/SVP

Asset Preservation

Scott Bernstein

CFO

Spear Minerals, LLC

Craig Brown

Senior Vice President/Regional Manager

IPX 1031

Jennifer Pierson

President & CEO

Strive Real Estate

Geoff Ficke

Executive Vice President, Institutional Capital Markets Group

Colliers International

Randy Bell

Principal

Real Capital Investments

Egzon Berisha

Vice President

American National Bank of Texas

Tony Ramji

Founder, CEO, and President

Victory Real Estate Group

Matt Tice

Senior Vice President

Inland Real Estate Acquisitions, LLC

Patrick Luther

Managing Principal, National Net Lease Group & Investment Properties Group

SRS Real Estate Partners

Farhan Kabani

Senior Managing Director

Mark One Capital

More Speakers to be Announced!

Registration & Networking

Important Legal & Tax Updates for Tax Deferred

Current Net Lease Market in the Texas and around the United States

Networking Break

Emerging Trends for 1031 Investors & Elevating Investor Options

Cocktails & Hors d’oeuvres

Adjourn

2nd Annual Texas Net Lease & 1031 Summit

June 24, 2021

> The Clubs of Prestonwood

> 1:15pm- 6:00pm CST

2nd Annual Texas Net Lease & 1031 Summit Registration

You must be logged in to register.Please sign up for a free account. You can Sign up Here

Contact Us for More Information

Frank Biondo

Mark Menzies

Jeff Johnson

Ginger Wheless

Tressa Barzilla

Abby Lestin

St. Louis Women in Commercial Real Estate 2021

May 25, 2021

> Virtual Event

> 8:00am - 11:00am

4th Annual Minnesota Women in Real Estate Summit

May 20, 2021

> In-Person or Virtual Attendance

> 8am - 12pm

You must be logged in to register.
Please sign up for a free account.
You can Sign up Here