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13th Annual Real Estate Capital Markets Summit

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of real estate continuing education.

Agenda

8:00 Panel 1
8:50 Panel 2
10:05 Panel 3
11:10 Panel 4
8:00 Panel 1
Enter Here
Enter

Moderator: Tim Ring

Shareholder
Monroe Moxness Berg

Scott Loving

Senior Vice President
Dougherty Funding

Brian Dougherty

Vice President
Crown Bank

Robert Wall

Principal
Development 65

Mike Vannelli

Commercial Real Estate Debt and Structured Finance
CBRE

Chris Keenan

Director – Real Estate Acquisitions & Capital Markets
Olympus Ventures

Unexpected Events and the Impact on Underwriting and Interest Rates

• Will Corona Virus have an effect on commercial real estate?
• The effect of this unexpected event on real estate by property type: Office, Retail, Medical, Hotel, Industrial, Senior Housing, Apartments?
• How long with this effect last? Will it cause a long-term economic disruption?
• What are the current signs that people may be pulling back?
• What has the Fed done / what can it do?

8:50 Panel 2
Enter Here
Enter

Moderator: Mitchell Simonson

President
Simonson Appraisals

Patty Gnetz

Senior Vice President
US Bank

Scott Swenson

Chief Banking Officer
Drake Bank

John Rent

Vice President
Wells Fargo

Banking and Construction Lending Update

• Outlook for the Minnesota banking industry in 2020
• Predictions on interest rate movement
• Profile of deals that get closed
• Update on borrow requirements
• Banks evolving view of the commercial real estate industry, product-type saturation
• Small and medium size banks evaluation of commercial real estate
• A look at CRE lending in Minnesota compared to the rest of the country

10:05 Panel 3
Enter Here
Enter

Moderator: Duane Lund

Principal
NAI Legacy

Judd Welliver

Executive Vice President
CBRE

Mark Kolsrud

Senior Vice President
Colliers International

Avery Ticer

Managing Director
Cushman & Wakefield

Dan Levitt

Senior Vice President – Capital Markets
Ryan Companies

Commercial Real Estate Equity Investor Requirements & Investment Deal Flow

• Investment Sales Recap – Top Deals over the last 12 months
• Where are CAP Rates today:  Apartments, Office, Industrial, Retail
• What types of investors are most active in Minnesota? What are their return expectations?
• What is the hottest investment asset class today, what is least desirable?
• How have underwriting standards loosened for investors to get deals done
• Future Predictions – What will trade over the next 12 months and where is our marketing going

11:10 Panel 4
Enter Here
Enter

Moderator: Dannielle Lewis

Manager
Wipfli

Mark Vannelli

Executive Vice President
Bellwether Enterprise Real Estate Capital

Chris Stockness

Managing Director
Shenehon Company

Joel Torborg

Senior Vice President
CBRE Capital Markets

Erik Johnson

Vice President
Venture Commercial Mortgage

State of Affairs in Credit Markets and its impact on Financing

• Overview of emerging issues in permanent financing markets
• Recent underwriting standards changes; emerging challenges
• Evaluating loan to value ratios and other metrics by product type
• Economic outlook for real estate capital markets, interest rates
• Who are the most aggressive perm lenders going to be in 2020?
• Where does CMBS fit into the mix today?

Sponsors

Texas Capital Bank

2000 McKinney Ave., Suite 700

Dallas, TX 75201

832-308-7139

www.texascapitalbank.com

Brock Tautenhahn

SVP, Real Estate Team Lead

brock.tautenhahn@texascapitalbank.com

Services Provided

Company Description

Texas Capital Bank is built to help businesses and their leaders. Our team of highly experienced bankers truly invests in clients' success — today and tomorrow, throughout all stages of the growth cycle. Texas Capital Bancshares, Inc. (NASDAQ®️: TCBI), a member of the Russell 2000®️ Index and the S&P MidCap 400®️, is the parent company of Texas Capital Bank. We are headquartered in Dallas, Texas, and work with clients across the country. For more information, please visit www.texascapitalbank.com. Member FDIC.

E.E. Reed Construction, L.P.

333 Commerce Green Blvd.

Sugar Land, TX 77478

281-933-4000

www.eereed.com

Services Provided

Commercial General Contractor

Company Description

Since 1977, E.E. Reed Construction, L.P. has steadily grown to become a contractor recognized for steadfast performance, unparalleled professionalism, and exceptional results. Today, our expertise encompasses virtually every project type including commercial office, value office, corporate interiors, hospitality/residential, industrial, healthcare/research, retail, and institutional.

Cameron Management

808 Travis St, Suite 102

Houston, Texas 77002

713-224-1663

https://cameronmanagement.com/

Services Provided

Company Description

The Cameron Management concept is to house all functions of owning and managing a commercial office property under one umbrella: ownership, property management, leasing, and engineering. This concept produces valuable synergies, which in turn help contain the overall cost of running a building. These lower costs are passed on to the tenants through well-managed operational expenses. It is Cameron’s philosophy to maintain particularly close relationships with its tenants so that they feel valued and their needs are responded to quickly.

IU, BAC. Local 21. Pointers, Cleaners, and Caulker's 'Tuckpointers"

660 N. Industrial Drive

Elmhurst IL. 60126

630-768-1818

https://bacadc1.org/signatory-contractors

Hector R Arellano

Director, of the Pointers Cleaners, Caulkers "Tuckpointers" Local 21 IU, BAC.

harellano@bacadc1.org

Mike Szelag

Business Agent

mszelag@bacadc1.org

Services Provided

Masonry Restoration and maintenance such as Tuckpointing, Lentil replacement, and repair, Caulking, Teraccatta restoration and replacement, Concrete repairs, Parapet replacement, and repairs, and Cleaning and sealing of all masonry.

Company Description

International Union of Bricklayers and Allied Craftworkers

PNC Bank, N.A.

1 N. Franklin St., Suite 2150

Chicago, IL 60606

312-384-6916

pnc.com

John Murphy

IL/MN Market Manager

john.t.murphy@pnc.com

Michael Katz

SVP - Agency Finance

michael.katz@pnc.com

Services Provided

PNC Real Estate connects customers to one of the broadest sets of banking and servicing capabilities in the commercial real estate arena.

Company Description

PNC Real Estate is a leading provider of banking, financing and servicing solutions for commercial real estate clients across the country. Our comprehensive array of capabilities includes acquisition, construction and permanent financing for public and private developers and investors; agency financing for multifamily and seniors housing properties; and debt and equity capital for the affordable housing industry. And, through Midland Loan Services, we provide third-party loan servicing, asset management and technology solutions.

IREM Chicago

2901 Butterfield Rd

Oak Brook

6309544400

iremchicago.org

Teri Lind

Association Executive

admini@iremchicago.org

Colleen Needham

President

colleen.needham@draperandkramer.com

Services Provided

Information, certification, connection, and many more resources to help you succeed. Move ahead with IREM.

Company Description

The more you know, the further you can go. IREM certifications help you increase your marketability and sharpen your skills, from solving the latest tenant crisis to analyzing market conditions. We teach advanced financials and we speak advanced human. So you’ll be armed with advanced expertise in property valuation and portfolio assessment, as well as having the ability to handle the day to day challenges in maintenance and operations. Knowledge is crucial to getting ahead in our business and at IREM we’re here to provide certifications and resources that can help you get there.

CBRE

10 E. Doty Street, Suite 410

Madison

608-663-5445

https://www.cbre.us/people-and-offices/corporate-offices/wisconsin

Gretchen Richards

Vice President

gretchen.richards@cbre.com

Chase Brieman

Senior Vice President

chase.brieman@cbre.com

Services Provided

Company Description

The CBRE Wisconsin offices have been serving the real estate community for over 60 years, and continues to be a top firm in the area. With views of downtown and Lake Michigan, the CBRE Milwaukee office has the expertise and resources to assist clients with their commercial real estate needs. Located at the heart of Wisconsin’s capitol, the CBRE Madison office uses their extensive real estate knowledge and outstanding customer service to become a leader in the industry. Between both offices, CBRE is able to fully service their Wisconsin clients. The Brookfield Office is home to our Automated Building Solutions group, CBRE|ESI. They design, install, manage, and support integrated, performance-building automation solutions (BAS & BMS) for buildings and facilities of all sizes and types. More than 90 real estate professionals provide a complete spectrum of commercial real estate specialties including advisory and transaction services for tenants/occupiers and property owners in the retail, office, industrial and investment sectors. We meet a broad range of our client’s needs, including site selection, lease negotiation, property management, valuation and more. Our clients span industries and range in size, from Fortune 500 corporations with global reach to local nonprofit institutions and emerging growth companies. We attribute this broad appeal to our simple, but effective, business plan - we help customers identify and align their real estate requirements with strategic business, financial and operational objectives while using our market leverage to drive the best economic transaction for each client.

Wintrust

9700 W Higgins Rd

Rosemont, IL 60018

847-939-9000

wintrust.com/cre

Bartlett Johnson

Executive Vice President Commercial Real Estate Market Head

bjohnson@wintrust.com

Nicholas M. Cannon

Group Senior Vice President Commercial Real Estate

ncannon@wintrust.com

Services Provided

Wintrust Commercial Real Estate manages a $7 billion real estate portfolio and offers a variety of commercial real estate lending solutions— including commercial mortgages and construction loans—with flexible financing and various length term loans.

Company Description

Wintrust is a financial holding company with assets of over $46 billion whose common stock is traded on the NASDAQ Global Select Market under the symbol WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while providing service-based community banking to every customer. Wintrust operates fifteen community bank subsidiaries, with over 180 banking locations located in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units.

Lee and Associates

800 W. Broadway, Suite 500

Madison, WI 53713

608-209-9990

www.lee-associates.com

Blake A. George

Owner

bgeorge@lee-associates.com

Services Provided

Company Description

Capstone Companies

1132 Main St

45202

5134175588

Capstone-companies.com

Stash Geleszinski

Managing Director

Stash@capstone-companies.com

Nathan Murphy

Senior Advisor

Nathan@capstone-companies.com

Services Provided

Multi-Family Investment Sale Brokerage, Equity Placement Services, Land Sites for Multi-Family Developments.

Company Description

Capstone was launched with a vision in a time of difficulty. Established in 2008 during the beginning of the Great Recession, we recognized that the demise of the for-sale residential market was going to expand the growth and demand in the residential rental market. Identifying this ensuing surge in this sector, Capstone created a multi-faceted platform to promote and support the multi-family investment market with an ever-growing range of services and geographic coverage. Today, Capstone’s superior results are directly tied to our firm professionals’ level of industry understanding, product focus, process efficiency, and daily work ethic. It is these attributes that were forged in our beginning and carried through to this day which are the critical keys to success in undertaking any project and delivering on every client need.

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Contact Us for Future Sponsorship Opportunities

Jeff Johnson

Chief Executive Officer

952-405-7780

Jay Kodytek

Vice President

952-405-7781

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

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

Chicagoland Capital Markets 2021

More Information and Registration
Click Here

May 7, 2021

> In Person or Virtual Attendance

> 8am - 12pm

Houston Emerging Leaders in CRE

More Information and Registration
Click Here

May 13, 2021

> The Briar Club

> 2pm-5:30pm

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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 jeff@rejournals.com or jay@rejournals.com  

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