Connect and network with the biggest names in the net lease industry, from the Midwest and across the country.
8:55 am
Welcome and Keynote speaker
The future looks bright for the net lease industry, with investors ready to buy. Our keynote speaker will share the optimism as he looks forward to another big year in this always reliable commercial sector.
9:30 am
National Net Lease Market Overview - State of the Market: Ready for the Boom
The net lease sector showed its strength during the COVID-19 pandemic. Now that the pandemic is easing and states across the nation are again open for business. The net lease sector is poised for a boom. And the opportunities for brokers and investors are plenty. Among some of the topics covered and questions posed will be:
Secrets to finding a great deal right now
What does the prospect of increasing levels of inflation or interest rates mean to the sector?
Will investor and/or tenant distress be a factor in the market?
Which subsectors fare the best during the pandemic and what does the future hold?
10:15 am
Industrial and Healthcare Net Lease: The favored classes keep on shining
Industrial and healthcare real estate have long been stars in the commercial real estate industry. And today, these properties are even more attractive investments. Join our panel of experts as they predict just how much growth we will see this year and next in the lucrative healthcare and industrial sectors.
What drives this segment of the sector?
How does the buyer profile of this segment differ from more traditional segments—QSR, Dollar Stores, etc.?
Are industrial and healthcare net lease opportunities plentiful, and how is that affecting pricing?
11:00 am
Capital Markets Overview: Sunny skies ahead for investors?
The net lease market will represent one of the most attractive safe-havens for investors as the country continues to move past pandemic times. What can investor / owners expect in the capital markets right now?
What are the biggest, boldest predictions for the capital markets for the remainder of 2021 and 2022
What do investors and others fear most?
What are some capital sources for hard-to-fund properties?
Are lending sources in step with the general optimism of the market?
11:45 am
Lunch
11:45 am
1031 Tax Exchange Update: In the government crosshairs?
Reading the Tea Leaves – will 1031 be on the chopping block and what can we do to save 1031?
Will the federal government eliminate or rework the 1031 Exchange program?
If changes do come to the program, what will it mean to the net lease sector and investors?
How will anticipated changes to the tax structure impact 1031 investing?
12:45 pm
Sale-Leaseback Panel: All eyes on interest rates
Experts predict that the biggest stumbling blocks to another busy year in the sale-leaseback arena are inflation and the direction of interest rates.
How will the market react if rates stay low, and corporations can still borrow money cheaply?
Conversely, what happens if we begin to see upward pressure on rates?
Further, what happens when varying rates of inflation are added to the equation?
1:30 pm
Net Lease Market Conditions & Forecast 2021: A wave of optimism across the country
The key to the future is the pent-up demand that seems to be guiding the post-pandemic view of the market. Investors, sellers and brokers all are ready for a wave of deal making.
Who are the likely buyers and sellers in a post pandemic world?
How long is the optimism likely to last?
What are the greatest threats to the existing wave of optimism?
2:15 pm
Advanced Tax Strategies/Alternative Investments: Making the most of a busy market
The net lease market is poised for busy times. But what tax strategies and alternative investments can help you protect your dollars when working this space? Our financial experts close our day with the tips you need to maximize your returns.
What are the most overlooked, but easiest to execute, tax strategies that can benefit investors?
How concerned should investors be that reform will dramatically change the landscape in 2021 and beyond?
How is the marketplace dealing with the uncertainty?
3:00 pm
Conference Adjourns
8:00 am
Registration, Networking and Breakfast
Connect and network with the biggest names in the net lease industry, from the Midwest and across the country.
8:55 am
Welcome and Keynote speaker
The future looks bright for the net lease industry, with investors ready to buy. Our keynote speaker will share the optimism as he looks forward to another big year in this always reliable commercial sector.
9:30 am
National Net Lease Market Overview - State of the Market: Ready for the Boom
The net lease sector showed its strength during the COVID-19 pandemic. Now that the pandemic is easing and states across the nation are again open for business. The net lease sector is poised for a boom. And the opportunities for brokers and investors are plenty. Among some of the topics covered and questions posed will be:
Secrets to finding a great deal right now
What does the prospect of increasing levels of inflation or interest rates mean to the sector?
Will investor and/or tenant distress be a factor in the market?
Which subsectors fare the best during the pandemic and what does the future hold?
10:15 am
Industrial and Healthcare Net Lease: The favored classes keep on shining
Industrial and healthcare real estate have long been stars in the commercial real estate industry. And today, these properties are even more attractive investments. Join our panel of experts as they predict just how much growth we will see this year and next in the lucrative healthcare and industrial sectors.
What drives this segment of the sector?
How does the buyer profile of this segment differ from more traditional segments—QSR, Dollar Stores, etc.?
Are industrial and healthcare net lease opportunities plentiful, and how is that affecting pricing?
11:00 am
Capital Markets Overview: Sunny skies ahead for investors?
The net lease market will represent one of the most attractive safe-havens for investors as the country continues to move past pandemic times. What can investor / owners expect in the capital markets right now?
What are the biggest, boldest predictions for the capital markets for the remainder of 2021 and 2022
What do investors and others fear most?
What are some capital sources for hard-to-fund properties?
Are lending sources in step with the general optimism of the market?
11:45 am
Lunch
11:45 am
1031 Tax Exchange Update: In the government crosshairs?
Reading the Tea Leaves – will 1031 be on the chopping block and what can we do to save 1031?
Will the federal government eliminate or rework the 1031 Exchange program?
If changes do come to the program, what will it mean to the net lease sector and investors?
How will anticipated changes to the tax structure impact 1031 investing?
12:45 pm
Sale-Leaseback Panel: All eyes on interest rates
Experts predict that the biggest stumbling blocks to another busy year in the sale-leaseback arena are inflation and the direction of interest rates.
How will the market react if rates stay low, and corporations can still borrow money cheaply?
Conversely, what happens if we begin to see upward pressure on rates?
Further, what happens when varying rates of inflation are added to the equation?
1:30 pm
Net Lease Market Conditions & Forecast 2021: A wave of optimism across the country
The key to the future is the pent-up demand that seems to be guiding the post-pandemic view of the market. Investors, sellers and brokers all are ready for a wave of deal making.
Who are the likely buyers and sellers in a post pandemic world?
How long is the optimism likely to last?
What are the greatest threats to the existing wave of optimism?
2:15 pm
Advanced Tax Strategies/Alternative Investments: Making the most of a busy market
The net lease market is poised for busy times. But what tax strategies and alternative investments can help you protect your dollars when working this space? Our financial experts close our day with the tips you need to maximize your returns.
What are the most overlooked, but easiest to execute, tax strategies that can benefit investors?
How concerned should investors be that reform will dramatically change the landscape in 2021 and beyond?
How is the marketplace dealing with the uncertainty?
1031 Exchange Qualified Intermediary Services
Exeter 1031 Exchange Services, LLC is one of the safest and most secure Qualified Intermediaries in the industry today. Exeter 1031 is one of the ONLY Qualified Intermediaries that has any type of government or regulatory oversight.
Company Description
Exeter 1031 Exchange Services, LLC is a leading national provider of 1031 Exchange services, including serving as Qualified Intermediary and/or Exchange Accommodation Titleholder for Forward (“Delayed”), Reverse, and Improvement 1031 Exchange strategies.
Exeter 1031 is one of the few Qualified Intermediaries that has any kind of government oversight. Exeter Trust Company is licensed, regulated, and audited by the Wyoming Division of Banking.
Exeter works with individual, corporate, and institutional clients in all 50 states providing creative solutions for complex 1031 Exchange transactions.
JLL Capital Markets is a full-service global provider of capital solutions for real estate investors and owners. The firm’s in-depth local market and global investor knowledge delivers the best-in-class solutions for clients — whether a sale, financing, repositioning, advisory or recapitalization execution. The firm has approximately 3,000 Capital Markets specialists worldwide with offices in nearly 50 countries.
JRW Realty is exclusively engaged by large all-cash buyers who are aggressively acquiring net-lease-focused real estate, including single-tenant net-leased properties and multi-tenant shopping centers anchored by strong-performing tenants. JRW Realty's buyers have balance sheet capital readily accessible to cash close on new acquisitions within as few as 30 days after going under contract.
Company Description
JRW Realty is a commercial real estate brokerage firm that has closed over $3 billion in transactions across over 800 properties on behalf of its clients. JRW Realty's team places special focus on due diligence, reviewing over 100 properties each week and only choosing to source for clients the best 3-4% according to their rigorous acquisition criteria. For more information, visit www.jrwrealty.com.
Sale-Leaseback Capital, Capital provider for Build-to-Suit Developers, J/Vs with Developers, Capital for Self-Developing Corporation
Company Description
BV Net Lease Capital LLC, based in St. Louis and Florida is a Joint Venture affiliate of Blue Vista Capital Management LLC, a Chicago based prominent Real Estate Private Equity firm, founded in 2002 funding transactions having capitalization in excess of $11 billion.
Spear Minerals provides investment vehicles in the alternative asset class of Oil and Gas Royalties, which are ideally suited for wealth preservation due to their immediate monthly cashflow, high annual returns, upside growth potential and decades of longevity. Our unique oil and gas royalty income properties incur no expenses, making it easy to track their performance record and potential yield. This combination of attributes uniquely attracts both investors in their primary working years seeking upside, as well as those in life’s later stages seeking monthly income.see less
Company Description
Spear Minerals LLC specializes in the acquisition and divestiture of mineral and royalty interests, helping our exclusive group of clients diversify and strengthen their asset portfolios through smarter energy investing. With a balanced combination of Oil and Gas industry and financial services expertise, Spear crafts diversified royalty portfolios designed to deliver strong cash flow today plus the potential to enjoy attractive growth tomorrow.
Audit, Accounting, Business Intelligence, Business Succession, Consulting, Cost Compliance, Cybersecurity, Fraud Investigation, 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.
Envoy Net Lease Partners specializes in the funding of single-tenant net lease medical, retail, office and industrial properties — providing up to 100 percent loan-to-cost financing for build-to-suit projects.
Company Description
Envoy Net Lease Partners was founded in 2011 to give commercial real estate developers and owners access to nationwide capital to finance their build-to-suit projects — delivering more personal attention and care than an institutional lender, and eliminating the geographic restrictions and red tape of traditional banks.
Based in greater Chicago, Envoy has recently expanded its capacity through a joint venture, ensuring we can accommodate virtually all of a borrower’s financing needs and act as a single, repeatable capital source. Our mission remains the same: providing up to 100 percent loan-to-cost financing in the form of high-leverage construction loans, bridge loans and ground lease A/D loans, as well as JV equity financing. Our people are smart, hard-working, and ready to help you solve financing challenges to keep your pipeline moving.
With over 2,000 investment sales and financing professionals located throughout the United States and Canada, Marcus & Millichap is a leading specialist in commercial real estate investment sales, financing, research and advisory services. Founded in 1971, the firm closed 8,954 transactions in 2020 with a value of approximately $43 billion. Marcus & Millichap has perfected a powerful system for marketing properties that combines investment specialization, local market expertise, the industry’s most comprehensive research, state-of-the-art technology, and relationships with the largest pool of qualified investors. To learn more, please visit: www.MarcusMillichap.com.
Consulting Services; Facility Management; Occupier Project Management; Occupier Solutions; Occupier Valuation and Advisory Services; Tenant Representation; Transaction Management; Agency Leasing; Capital Markets; Consulting Services; Debt and Equity Finance; Investment and Asset Management; Investor Project Management; Net Lease; Property Management; Valuation and Advisory Services; Flexible Solutions; Hospitality; Industrial; Multi-Family; Office; Retail; Associations and Nonprofits; Automotive Properties; Data Centers; Healthcare; Life Sciences; Private Equity; Project Management Specialty; Senior Housing; and Sustainability
Company Description
Real Estate for Real Impact: Avison Young is built on the belief that commercial real estate isn’t just about the buildings and the square footage and the occupancies. At its best it’s about spaces and places that improve lives and help businesses thrive; for the employees, citizens and communities that make impact matter. We strive to be real estate at its best, helping people be more productive, prosperous and positive.
Founded in 1978 to create a more accountable and nimble real estate company, with legacies dating back more than 200 years, we will never outgrow our values of putting people first in every choice we make. Our purpose is to create net economic, social and environmental gain for our clients and in the communities in which we work.
The service breadth to meet any need; the people to make it happen; the scale to make it count; the values to make it matter.
Global Net Lease (NYSE:GNL) is focused on acquiring a diversified global portfolio of commercial properties, with an emphasis on sale-leaseback transactions involving single tenant, mission critical income producing net-leased assets across the United States, Western and Northern Europe (www.globalnetlease.com)
Company Description
As of June 30, 2021 GNL owns a growing 99.7% leased 38.2 million square foot 311 property single tenant net lease portfolio located in 10 countries. GNL's weighted average lease term is 8.5 years and the percentage of SLR derived from investment grade or implied investment grade tenants is 63.5% as of the end of the second quarter 2021.
Headquartered in Fort Worth, Texas, Trinity Real Estate Investment Services is a commercial real estate brokerage firm, specializing in the investment sales of net lease, self storage, and RV park properties nationwide. Trinity is committed to providing first class service and guidance to our clients. Founded on the principle that the relationship we have with our clients is a long-term investment, Trinity is committed to using every available resource to meet the goals of our clients.
Spirit Realty Capital, Inc. (NYSE: SRC) is one of the largest publicly traded triple-net lease real estate investment trusts (REITs) in the United States. We invest primarily in high-quality, single-tenant, operationally essential real estate, subject to long-term net leases. Spirit is an industry leader and owner of income-producing, strategically located retail, industrial and office properties providing superior risk-adjusted returns and steady dividend growth for our shareholders, and growth and stability for our tenants.
As of June 30, 2021, our diversified portfolio is comprised of 1,887 owned properties, with an aggregate leasable area of 45 million square feet across 48 states and 28 retail industries.
Sale-leasebacks, build-to-suits and acquisitions of existing net leases
Company Description
W. P. Carey ranks among the largest net lease REITs with an enterprise value of approximately $21 billion and a diversified portfolio of operationally-critical commercial real estate that includes 1,266 net lease properties covering approximately 150 million square feet as of June 30, 2021. For nearly five decades, we have invested in high-quality single-tenant industrial, warehouse, office, retail and self-storage properties subject to long-term net leases with built-in rent escalators. Our 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.
Brokerage and advisory services focused on the single tenant net leased property sector.
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 to a substantial and diversified client base, which includes high net worth individuals, developers, REITs, partnerships and institutional investment funds. Founded in 1997, the firm has arranged the acquisition and disposition of over $6 billion of single tenant net lease real estate transactions. From 2012-2020, the firm was ranked in the top 10 companies in the nation for single tenant retail transactions by both Real Capital Analytics and CoStar. The Boulder Group is headquartered in suburban Chicago.
Modiv provides individual investors with access to institutional-quality net-lease real estate.
Company Description
Modiv acquires, owns and manages single-tenant net-lease office, industrial and retail real estate throughout the United States, with a focus on strategically important and mission-critical properties. Through our portfolio of income-producing real estate, Modiv strives to help investors on their journey toward financial freedom.
Stan Johnson Company is one of the nation’s leading commercial real estate brokerage and advisory firms that focuses on investment sales transactions involving retail, office, industrial, healthcare, and specialty properties. The firm and its affiliates provide acquisition, disposition, sale leaseback, capital markets, and advisory services for institutions, developers, investment funds, corporate occupiers, and private investors across the United States. With a historic focus in the single-tenant net lease sector, Stan Johnson Company is now in its fourth decade of operation and has expanded its service platform in order to better serve its valued clients. The firm has completed more than $40 billion in transactions nationwide and continues to be regarded as the Net Lease Authority® as it focuses on continued growth and expansion into other industry sectors and services. To learn more about Stan Johnson Company, please visit: www.stanjohnsonco.com.
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.
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.