6th Annual National
Net Lease Summit
2020 Net Lease Virtual Event
November 18, 2020
6th Annual National
8:10 Welcome
Welcome and Opening Remarks
8:15 Keynote
Dannielle Lewis
Senior Manager
Wipfli
Ryan Severino, CFA
Chief Economist
JLL
Josh Graham
Partner
Wipfli
Critical Economic Update Impacting Retailers & Net Lease Professionals
• How will the K-shaped recovery impact the retail sector?
• How could shifting demographics impact retail in the U.S.?
• Will consumers ultimately return to stores?
8:30 Panel 1
Moderator
Trent Taylor
Senior Vice President, Healthcare Asset Management
Healthcare Trust, Inc.
Moderator
Randy Blankstein
President
The Boulder Group
Jonathan Wolfe
Managing Principal
STREAM Capital Partners
Gordon Whiting
Managing Director & Portfolio Manager
Angelo Gordon
Duane Lund
Chief Executive Officer
NAI Legacy
Brian Mansouri
Senior Vice President Investments
AR Global
Andres Dallal
Executive Director, Investments
W.P.Carey Inc.
National Net Lease Market Overview – State of the Market
• Where is net lease today and where is it headed?
• Where are cap rates and where are they going?
9:15 Panel 2
Tim Ring
Shareholder
Monroe Moxness Berg
Lease Renegotiation / Legal Panel
• With powerful tenants renegotiating terms, this panel features a discussion of best practices for both landlords and tenants
10:00 Panel 3
Tivon Moffitt
Senior Director
Institutional Property Advisors
Richard Hurd
Founder & President
Hurd Real Estate Services
Industrial & Healthcare Net Lease
• State of the Market
10:45 Panel 4
Moderator
Ralph Cram
President
Envoy Net lease
Nafiz Linkon
Vice President Investment
iSTAR
Mark West
Senior Managing Director
JLL
Ben Hidalgo
Managing Principal
Net Lease Development
Caity McLaughlin
Director, Credit Tenant Lease Financing
Prudential Private Capital
Capital Markets
• Lender activity
• New lenders
• Creative lending strategies
11:30 Panel 5
Scott Saunders
Senior Vice President
Asset Preservation
William L. Exeter
President and Chief Executive Officer
Exeter 1031 Exchange Services, LLC
Saving 1031
12:15 Panel 6
Steve Barnes
Senior Manager
Wipfli
Advanced Tax Strategies
• PPP
• CARES Act
• Cost Segregation, 179D, 45L
• Tax Outlook for 2021
1:00 Panel 7
Moderator
Elizabeth Randall
President
Randall Commercial Group, LLC
Timothy Hall
Principal
Avison Young
Glen Kunofsky
Executive Managing Director Investments
NNN Pro team of Marcus & Millichap
Brian Shanfeld
Senior Managing Director
JLL Capital Markets
Michael Fitzgerald
Senior Vice President, Sale-Leaseback Acquisitions
VEREIT, Inc.
Sale Leaseback Market Update
• Plenty of net lease tenants are ready to jump into the sale-leaseback market today. Our panel of sale-leaseback professionals look at the opportunities that exist in this market, especially for private net lease tenants or non-investment-grade rated users
1:45 Panel 8
Moderator
Chad Firsel
President
Quantum Real Estate Advisors
Nicholas Kanich
First Vice President Investments
Marcus & Millichap
JT Thomson
CEO
ModWash
Michael Houge
Managing Director
NAI Legacy
Brad Motley
Partner
Trinity Real Estate Investment Services
Net Lease Market Conditions & Forecast 2021
• Will the world be back to normal in 2021? If not, what will the CRE market look like next year?
• What will happen to net lease deal flow, cap rates and emerging tenants?
• Will redevelopment bring new life to failing properties?
2:30 Panel 9
William L. Exeter
President and Chief Executive Officer
Exeter 1031 Exchange Services, LLC
Jay Young
CEO
King Operating
Jeffrey Hertz
Senior Vice President
Cantor Fitzgerald Capital
Alternative Investments
• DST, Deferred Sales Trusts, Oil & Gas Other 1031 Investments
6th Annual National Net Lease Summit
Wednesday, November 18, 2020
8:00 am – 3:15 pm Program CST
6th Annual National Net Lease Summit
Complimentary Registration
Exeter Trust Company
Bill Exeter
wexeter@exeterco.com
Services Provided
Exeter Trust Company administers Self-Directed IRAs and Individual 401(k) Plans (Alternative Investments), Title Holding Trusts (Land Trusts), Specialty Holding Escrows, 1031 Exchange Qualified Trust Accounts and Custody Accounts.
Company Description
Exeter Trust Company not only has significant experience and expertise in the above trust services, but it also has an extensive real estate background through its 1031 Exchange operations.
Exeter 1031 Exchange Services, LLC
Lauren Speidel
Regional Manager
lspeidel@exeterco.com
Services Provided
Exeter 1031 serves as Qualified Intermediary and/or Exchange Accommodation Titleholder for Forward, Reverse, Improvement, Foreign Property, and Personal Property 1031 Exchange strategies.
Company Description
Exeter 1031 Exchange Services, LLC is a leading national provider of 1031 Exchange services and is one of the few Qualified Intermediaries that has any kind of government or regulatory oversight.
Cost Segregation Services Inc
Timothy Ibbotson
Vice President
ibbotsont@costsegserv.com
Services Provided
Cost segregation reclassifies components and improvements commercial building from real property to personal property. Taxable income is greatly reduced and cash flow increased. Result: 50K-100K in tax savings per million in building cost.
Company Description
CSSI® – Cost Segregation Services, Inc. is the premier engineering-based cost segregation firm and nameplate of the industry. We have performed over 20,000 studies for commercial properties valued from $200,000 – $1.5 billion.
NAI Legacy
Garrett Farmer & Michael Houge
Senior Director & Managing Director
Garrett@nailegacy.com & michael@nailegacy.com
Services Provided
NAI Legacy is a full-service real estate Investment, Brokerage, and Property Management firm.
Company Description
NAI Legacy helps private clients create & preserve wealth through passive tax-efficient real estate investments.
King Operating Corporation
Jay Young & Kim Francis
CEO & Dir. Marketing
Services Provided
Founded in 1996, King Operating is a full service, independent oil and gas operator with over twenty-four years of experience developing and producing oil fields in the Permian Basin and Colorado. We acquire oil and gas fields that can be developed and divested to public companies.
Company Description
King Operating Corporation has revolutionized oil and gas investing by creating a unique business model for the types of investments we offer our clients. With clear investment timelines, scalability, tax advantages, and most importantly, multiple exit strategies, we offer a more reliable profit potential than any other traditional oil and gas investment firm.
Marcus & Millichap
Michael L. Glass
Senior Vice President/Division Manager
Michael.Glass@marcusmillichap.com
Services Provided
Marcus & Millichap is a leading firm specializing in commercial real estate investment sales, financing, research and advisory services across the United States and Canada.
Company Description
Since 1971, Marcus & Millichap has been the premier provider of real estate investment services. In 2019, the firm closed 9,726 investment transactions, with a value of approximately $49.7 billion for private and institutional investors.
Avison Young Capital Markets - Corporate Finance
Timothy Hall
Principal, U.S. Capital Markets
Timothy.hall@avisonyoung.com
Services Provided
Avison Young's Corporate Finance Group is focused on executing net lease transactions including sale leaseback, investment sale and debt facilities on single tenant properties. We work closely with our clients to create the right strategy to maximize their real estate investment whether they are buying or selling net lease assets. We offer a full array of service lines that assist our clients during the entire life cycle of property ownership.
Company Description
Our firm’s model is principal-led and asset focused. Our teams are structured to enable maximum collaboration. Our clients get the power of one unified team working together that is driven by solutions, not silos. With 108 offices spanning 15 countries, Avison Young will leverage its extensive global connections to market the asset, vet investors, and innovate the optimal solutions so you can make sound and informed decisions for your real estate holdings. As the fastest growing, privately-owned real estate firm worldwide, our commitment to our clients is unsurpassed.
W. P. Carey Inc.
Services Provided
W. P. Carey's real estate asset-based capital solutions include: sale-leasebacks, build-to-suits, single-tenant net leased property acquisitions and private-equity portfolio company and LBO financing.
Company Description
W. P. Carey Inc. (NYSE:WPC) is one of today's largest net lease REITs specializing in corporate sale-leasebacks, build-to-suits and the acquisition of single-tenant net lease properties. Its portfolio is located primarily in the U.S. and Northern and Western Europe and is well-diversified by tenant, property type, geographic location and tenant industry.
One Family Property
33 Bloomfield Hills Parkway, Suite 135
Bloomfield Hills, MI 48304
248-345-9618
Aaron Baum & Jason Fisher
Managing Principal
Services Provided
One Family Property is a real estate investment firm based in Bloomfield Hills, Michigan which commenced business in early 2020. The company is primarily engaged in the acquisition of properties leased to industry-leading retail tenants.
Company Description
Net Lease Development
Ben Hidalgo
Principal
BH@netleasedev.com
Services Provided
Net Lease Development (NLD) is a national real estate investment and development team focused on single-tenant retail and restaurant projects. NLD can finance and manage the entire development process including site selection, design, entitlements & permitting, construction and financing. NLD can also provide capital to retailers and restaurateurs through sale-lease-back opportunities of existing properties. The NLD team has delivered on hundreds of projects across 35 states.
Company Description
ModWash
Karen Hutton & JT Thomson
CEO & President of HUTTON & CEO of ModWash
khutton@hutton.build & jt@modwash.com
Services Provided
ModWash is a 3 minute express car wash that utilizes the newest technology to both clean and protect your car's finish. ModWash is environmentally conscience and incorporates sustainable and eco-friendly technology into every car wash.
Company Description
ModWash is a brand focused on the customer and their experience. We realize the customer is the reason we are here and exceeding their expectations is of the utmost importance to ModWash.
iStar
Catherine Tenney & Barclay Jones
Services Provided
iStar’s net lease team focuses on acquisitions, sale-leasebacks and build-to-suit construction from $25 million and up, across all property types.
Company Description
iStar’s net lease team deploys equity to creatively unlock value in the net lease sector, leveraging the Company’s experience across $40 billion of transactions.
Global Net Lease
Jason Slear
Executive Vice President
jslear@ar-global.com
Services Provided
Global Net Lease acquires, owns and manages a diversified portfolio of single tenant primarily industrial, distribution and office properties net leased on a long term basis to investment grade and creditworthy tenants located in the US
Company Description
Global Net Lease (NYSE:GNL) is a REIT that, as of September 30, 2020, owns a growing 99.6% leased 34.7 million square foot 299 property single tenant net lease portfolio located in 10 countries. GNL's weighted average lease term is 8.7 years and the percentage of SLR derived from investment grade or implied investment grade tenants is 65.1% as of the end of the third quarter 2020.
First Savings Bank
Sean Keane & Tony Schoen
SVP NNN Finance Director & CFO
skeane@fsbbank.net & tschoen@fsbbank.net
Services Provided
Specializes in the nationwide financing of single-tenant net lease properties, focusing on investment grade retail tenants. Offer full and partial recourse loans between $500,000 and $5 million with fixed rates up to 15 years.
Company Description
$1.75+ billion entrepreneurial community bank headquartered in Jeffersonville, Indiana with a publicly traded parent (NASDAQ “FSFG”). Offers full suite of lending, depository, investment and other financial services. Closed over $430 million in net lease loans.
Envoy Net Lease Partners
Ralph Cram
rcram@envoynnn.com
Services Provided
Envoy Net Lease Partners specializes in build-to-suit construction financing of single-tenant net lease medical, retail, office and industrial properties — providing up to 100 percent loan-to-cost financing in the form of construction loans, bridge loans and ground lease A/D loans, as well as JV equity financing, for commercial projects located anywhere in the U.S. As one of the top capital providers in the net lease market, we have the resources, know-how and track record to offer what other lenders often cannot.
Company Description
VEREIT, Inc.
Paula Valdez
PValdez@VEREIT.com
Services Provided
VEREIT is a full-service real estate operating company specializing in acquisitions, portfolio management, leasing, asset management, property management and dispositions. VEREIT's business model provides capital to corporations in return for long-term leases on their properties.
Company Description
VEREIT owns and manages one of the largest portfolios of single-tenant commercial properties in the U.S. The Company has total real estate investments of $14.7 billion including approximately 3,800 properties and 88.9 million square feet.
Trinity Real Estate Investment Services
Brad Motley & Kyle McCollum
Partner & Partner
b.motley@trinityreis.com & kyle@trinityreis.com
Services Provided
Trinity REIS and our team of agents are experts in client advisory & brokerage services for net lease investment transactions on behalf of institutions, developers, & private clients nationwide.
Company Description
Trinity REIS is a commercial real estate brokerage firm specializing in the investment sales of net lease retail and industrial properties nationwide.
Monroe Moxness Berg
Wojciech Kotas & Patricia Weller
Marketing Director & Shareholder
wkotas@mmblawfirm.com & pweller@mmblawfirm.com
Services Provided
Purchase and sale of all types of commercial properties; Structuring the acquisition and divestitures of multi-unit transactions; Triple Net leasing; 1031 and other Tax Free Exchanges; Financing of commercial, housing and health care facilities.
Company Description
Monroe Moxness Berg attorneys are nationally recognized for handling the many facets of sophisticated real estate transactions. We represent clients across a full range of commercial, mixeduse, retail and residential development matters.
The Boulder Group
Randy Blankstein & Jimmy Goodman
President & Partner
randy@bouldergroup.com & immy@bouldergroup.com
Services Provided
Core Services Net Lease Disposition and Acquisition Advisory
Company Description
The Boulder Group is a boutique investment real estate service firm specializing in single tenant net lease properties. The firm provides a full range of brokerage, advisory, and financing services nationwide
Asset Preservation, Inc.
Greg Lehrmann & Cindy Pham
greg@apiexchange.com & cindy@apiexchange.com
Services Provided
Asset Preservation, Inc. (API) is a leading national qualified intermediary (QI) for investors seeking 1031 exchange tax deferral. API has successfully completed over 200,000 exchange transactions.
Company Description
API provides unmatched service and the highest levels of security. API has rigorous financial controls to provide a level of comfort and performance relied on by sophisticated investors and Corporate America - “The API Advantage™.”
Angelo Gordon
Gordon J. Whiting & Chris Capolongo
gwhiting@angelogordon.com & ccapolongo@angelogordon.com
Services Provided
Angelo Gordon's Net Lease group provides sale-leaseback financing to owner-occupiers of corporate real estate and also purchases net leased assets. AG Net Lease has extensive experience executing single tenant transactions for buyouts, add-ons, re-financings, and recapitalizations and expansions to financial sponsors' portfolio companies, privately-held businesses, and public companies.
Company Description
Angelo, Gordon & Co., L.P. (“Angelo Gordon”) is a privately held limited partnership founded in November 1988. The firm currently manages approximately $39 billion with a primary focus on credit and real estate strategies.
American Finance Trust
Brian Mansouri & Sam Kreisberg
Senior Vice President & Associate
bmansouri@ar-global.com & skreisberg@ar-global.com
Services Provided
American Finance Trust, Inc. acquires, owns and manages a high-quality diversified portfolio of primarily service-oriented and traditional retail and distribution related commercial real estate properties located in the U.S. The portfolio consists of a strong, creditworthy tenant base and is well positioned for growth through the acquisition of necessity retail properties with long-term net leases.
Company Description
American Finance Trust (Nasdaq:AFIN) is a REIT that owns, as of September 30, 2020, a high-quality 94% occupied19 million square foot, 885 property single and multi-tenant portfolio with a weighted average remaining lease term of 8.8 years and embedded rent growth through 1.2% weighted average annual rent escalators.
JLL Capital Markets
Mark West & Brian Shanfeld
Senior Managing Director & Senior Managing Director
Mark.West@am.jll.com & Brian.Shanfeld@am.jll.com
Services Provided
JLL’s Corporate Finance & Net Lease capital markets services include: investment sales advisory, sale leaseback structuring, build-to-suit structuring, 1031 property exchange, debt placement, equity raising, credit tenant lease, synthetic lease structuring and arranging, own vs. lease analysis, lease restructuring/optimization.
Company Description
JLL is a global professional services and investment management firm specializing in real estate. We are the world’s most trusted capital markets real estate advisor, executing more than $1.2 billion in global transaction volumes every working day.
Wipfli LLP
Brad Werner
Partner
bwerner@wipfli.com
Josh Graham
Partner
jgraham@wipfli.com
Services Provided
Audit, Accounting, Business Intelligence, Business Succession, Consulting, Cost Compliance, Cybersecurity, Fraud Investigations, Litigation Support, Mergers and Acquisitions, Qualified Opportunity Zones, Revenue Recognition, Strategic Planning, Tax Planning and Compliance, Technology Solutions, Wealth Management
Company Description
Wipfli ranks among the top 20 accounting and business consulting firms in the nation and enjoys a solid reputation as industry specialists and business advisors to more than 11,500 clients within the real estate and construction industry.
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