Global REITs Summit 2019: Listed, Non-Traded & Private REITs

October 3rd, 2019 | New York

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About The Conference

The Global REITs Summit 2019: Listed, Non-Traded & Private REITs is pleased to be returning in New York on October 3, 2019.  Despite real estate fundamentals looking generally stable, there have been recent market challenges including recent stock market volatility, seemingly unpredictable potential cycle lows or highs, and the tricky retail market.  Retail is being repositioned, REITs have huge potential when it comes to sustainability and Opportunity Zones are looking to have great potential. Join us to discover how to best position yourself to maximize the potential of the market as all these pertinent issues are discussed in a lively and interactive agenda.  The program will feature, interviews, panel discussions, in-depth workshops and direct 1x1 networking opportunities in a setting which will provide a global look into the future of the REITs industry.  The Global REITs Summit 2019: Listed, Non-Traded & Private REITs will be a platform to meet and network directly with leading industry professionals and decision-makers – REIT executives and investors, owners, private equity GP’s and LP’s, investment bankers, asset managers, advisors, and non-traded REIT sponsors and issuers – all under one roof discussing pivotal solutions to REIT investment challenges today.

Key Topics Covered

  • How are REITs positioning themselves for the next downcycle? What are the predictions for a strong economy for the coming years? 
  • Seeking opportunity in a changeable real estate and REIT market & discovering opportunity in less traditional REITs.
  • REITs and Environmental, Social, Governance (ESG): the global investment agenda comes to roost in the US
  • The impact of passive and active managers in the REIT market including the pros and cons of actively managed REITs and passive ETFs
  • Opportunity Zones and REITS: Capitalizing on the potential. How have REITs embraced the topic and what have the success stories been to date?

Network With Leading

  • REIT Executives & Investors
  • Real Estate Owners & Investors
  • Real Estate Private Equity GPs & LPs
  • Investment Bankers
  • Asset Managers & Advisors
  • Non-Traded REIT Sponsors/Issuers
8:00 am - REGISTRATION & NETWORKING BREAKFAST
8:40 am - CHAIRPERSON’S WELCOME AND OPENING REMARKS

.

Chester Lee

Chester Lee

Partner & Co-Head, Real Estate Group

DUANE MORRIS

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8:45 am - OPENING KEYNOTE INTERVIEW: THE FUTURE OF REAL ESTATE INVESTING IN AN UPWARDLY MOBILE AMERICA

.

R. Donahue Peebles

R. Donahue Peebles

Founder, Chairman & CEO

THE PEEBLES CORPORATION

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Chester Lee

Chester Lee

Partner & Co-Head, Real Estate Group

DUANE MORRIS

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9:15 am - REITS: MARKET POSITIONING IN THE CURRENT CYCLE AND ECONOMIC CLIMATE
  • How are REITs positioning themselves for the next downcycle? What are the predictions for a strong economy for the coming years?
  • The key to keeping earnings growing in an uncertain market?
  • At this time should you continue to develop or start winding down development activity?
  • Would you lock in interest rates now or will they come back down?
  • With REITs currently trading below net asset value in most markets what is the answer for REITs and their investors?
  • With the recent stock price volatility should you issue additional stock to grow?
William Dioguardi

William Dioguardi

Chief Executive Officer

FOUR SPRINGS CAPITAL TRUST

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Steve Goldberg

Steve Goldberg

Managing Director, Group Head - Real Estate Investment Banking

ROBERT W. BAIRD & Co

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Nelson Mills

Nelson Mills

President & CEO

COLUMBIA PROPERTY TRUST, INC.

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Todd E. Lenson

Moderator:

Todd E. Lenson

Co-Chair Equity Capital Markets and Public Companies

KRAMER LEVIN

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10:00 am - SEEKING OPPORTUNITY IN A CHANGEABLE REAL ESTATE AND REIT MARKET
  • Discovering opportunity in less traditional REITs
  • Sector trends including fintech, cold storage and manufactured housing
  • Cannabis in real estate and the challenges for owners, investors and developers
  • Multifamily development and ownership –what is the future for multifamily developers, owners and their investors?
Phil Owens

Phil Owens

Managing Director, Advisory & Consulting

GREEN STREET ADVISORS

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Warren Roll

Warren Roll

Managing Director

DIGITAL BRIDGE HOLDINGS

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Joe Biaou

Joe Biaou

Managing Director

FRB CAPITAL

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Richard Silfen

Moderator:

Richard Silfen

Partner

DUANE MORRIS LLP

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10:45 am - MORNING NETWORKING BREAK
11:15 am - REITs AND ESG – THE GLOBAL INVESTMENT AGENDA COMES TO ROOST IN THE US
  • As REITs have huge potential to perform well on various sustainability KPIs and metrics, where are they now in terms of ESG governance, disclosure and reporting? 
    • How do they report and on what methodology – CDP, GRI, some other method?  
    • What is SASB and will it become relevant to the REIT landscape?  
    • Are you using GRESB (the Global Real Estate Sustainability Benchmark as a means to measure performance across your portfolio)?
  • How can smaller REITs compete with the larger REITs when it comes to ESG approaches, reporting and public perception?
  • Climate risk and water, waste, and energy consumption risk - how are REITs working these key risks into their ESG strategy?
  • Trends in investor demands for social responsibility investing (SRI) in development and ownership and as investment screens
  • The investors’ perspective:  How do REITs and the real estate market fit into their sustainable asset allocation? What are asset managers looking for in order to increase their REITs allocations as a sustainable option for their portfolio selections?
  • How do investors and REITs align their activities to the United Nations Sustainable Development Goals (SDGs) and local disclosure requirements?
  • Are REITs using ESG and sustainability as a calling card to attract investors in their annual reports/10-ks?

 

Uma Pattarkine

Uma Pattarkine

CFA Investment Strategy Analyst

CENTERSQUARE INVESTMENT MANAGEMENT LLC

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Ben Myers

Ben Myers

Director Sustainability

BOSTON PROPERTIES

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Anthony Eames

Anthony Eames

Director for Responsible Investing

CALVERT

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Fulya Kocak

Moderator:

Fulya Kocak

Vice President, ESG Issues

NAREIT

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12:00 pm - OPPORTUNITY ZONES AND REITS: CAPITALIZING ON THE POTENTIAL
  • Is the Opportunity Zone program more of a fool’s gold discussion or the Road to OZ and Emerald City for REITs?
  • How have REITs embraced Opportunity Zones and what have the success stories been to date, including JVs, OZ funds, public and private REITs, etc.?
  • Have funds been successful in raising Opportunity Zone equity capital and teaming with REITs, and at what cost/rate?
  • Details of deal flow – is the investor market looking to REITs to be a development partner “off taker” for investment capital that has built up in funds being advertised on line or is this much ado about limited dollar flow?
  • Geography, product types, deal experiences, specific issues and returns?
David Coelho

David Coelho

Chief Strategy Officer

BRIDGE INVESTMENT GROUP

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George Moffa

George Moffa

Partner

MAZARS

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Joshua Burrell

Joshua Burrell

Managing Partner

ACTIVATED CAPITAL

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Brad A. Molotsky

Moderator:

Brad A. Molotsky

Co-Chair, Opportunity Zones Practice; Lead, Project Development/P3 Industry Team

DUANE MORRIS LLP

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12:45 pm - NETWORKING LUNCHEON
2:15 pm - ROUNDTABLE DISCUSSIONS

These sessions will provide you with a unique opportunity to discuss the most pertinent business trends in the specialty finance industry with your peers. They are designed to allow you to share your expertise with a small, intimate group of attendees, and directly interact with experts leading the sector. Choose between one of the following topics:

Roundtable 1

RECENT CHANGES IN REIT M&A

  • The current real estate disposition/acquisition landscape
  • What sectors are currently showing the most activity
  • What is the current preferred approach to structures and deal protections
  • Recent trends in post-closing indemnification
  • What does the road ahead look like
Jordan Rosenbaum

Jordan Rosenbaum

Partner

KRAMER LEVIN

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Roundtable 2

HYPE OR HYPER CHANGE, THE REALITIES OF BLOCKCHAIN IN 2019

  • Blockchain technology represents the first time two parties who never meet can trust each other to exchange value without a centralized third party in between them.
  • This is not new technology, Bitcoin came out in 2008.
  • The price of bitcoin doesn't reflect the value of blockchain. We are witnessing the mass automation of work done to create and maintain trust in the financial industry. Entire careers and segments within the industry are going to be obsolete (notaries, title companies, etc...)
Joshua Burrell

Joshua Burrell

Managing Partner

ACTIVATED CAPITAL

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3:00 pm - THE CHANGING FACE OF RETAIL INVESTMENT
  • What are public and private investors’ perspective of US retail real estate investing?
  • Redevelopment/repositioning of existing centers
  • How does last mile fulfillment/omni channel come in to play with retail real estate?
  • How do you think about shorter term leases? Seeing it in office and to a lesser extent multi-family. Are short term leases and pop-up stores going to become more common?
  • Are there international trends in real estate that you are seeing Asia/Europe that you expect to become more prevalent in the US? 
  • Are you using technology to collect and track data?
  • ESG considerations – how incorporated as an owner vs an investor.
Gary Gordon

Gary Gordon

Managing Director

HOULIHAN LOKEY

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John Roche

John Roche

CEO & CFO

SHOPONE CENTERS REIT

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Samit Parikh

Samit Parikh

Vice President

PGIM

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Lisa Beeson

Moderator:

Lisa Beeson

Partner & Advisory Board Member

THE CENTERCAP GROUP

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3:45 pm - FIRESIDE CHAT: OFFSHORE REAL ESTATE INVESTMENT: WHAT'S INSTORE FOR FOREIGN INVESTORS?

With trade wars, an increasingly strong currency, and tax code changes, the U.S. real estate market is an interesting market for foreign investors. During this discussion, SGX will provide insights and perspectives on the continued strong interest by Asian investors in U.S. real estate, the dynamics behind the numerous U.S. property trust listings in Singapore, and some of the macroeconomic and sector-specific advantages of U.S. property plays.

  • Overview of SGX and its U.S. initiatives
  • Singapore REIT market dynamics and trends
  • Recent U.S. REIT listings in Singapore
  • Why Asian investors are interested in U.S. REITs
  • Unique characteristics or benefits of listing in Singapore
  • Singapore REIT metrics and sector performance
Michael Avila

Michael Avila

Head of US Capital Markets

SGX (Singapore Exchange)

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Richard Silfen

Richard Silfen

Partner

DUANE MORRIS LLP

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4:15 pm - CHAIRPERSON’S CLOSING REMARKS
4:20 pm - COCKTAIL RECEPTION HOSTED BY DUANE MORRIS LLP

Keynote Speakers

R. Donahue Peebles

R. Donahue Peebles

Founder, Chairman & CEO

THE PEEBLES CORPORATION

Recognized as one of the most successful entrepreneurs in the nation, R. Donahue Peebles is Founder, Chairman and

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Speakers

Uma Pattarkine

Uma Pattarkine

CFA Investment Strategy Analyst

CENTERSQUARE INVESTMENT MANAGEMENT LLC

Ms. Pattarkine is an Investment Strategy Analyst for CenterSquare Investment Management. She joined the team in

View More

Fulya Kocak

Fulya Kocak

Vice President, ESG Issues

NAREIT

Fulya Kocak is VP of ESG issues for Nareit. She provides thought leadership, innovation, guidance and oversight,

View More

David Coelho

David Coelho

Chief Strategy Officer

BRIDGE INVESTMENT GROUP

David Coelho serves as the Chief Strategy Officer of Bridge Investment Group. Mr. Coelho has over 20 years of

View More

Gary Gordon

Gary Gordon

Managing Director

HOULIHAN LOKEY

Mr. Gordon is a Managing Director and a member of Houlihan Lokey’s Real Estate Strategic Advisory practice. He

View More

Nelson Mills

Nelson Mills

President & CEO

COLUMBIA PROPERTY TRUST, INC.

As President, Chief Executive Officer, and Director of Columbia Property Trust, Nelson Mills is responsible for

View More

Phil Owens

Phil Owens

Managing Director, Advisory & Consulting

GREEN STREET ADVISORS

Phil is a Managing Director in Green Street’s Advisory & Consulting Group and joined the firm in 2009.

View More

Ali Tumbi

Ali Tumbi

Founder

GLOBAL REIT

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William Dioguardi

William Dioguardi

Chief Executive Officer

FOUR SPRINGS CAPITAL TRUST

Mr. Dioguardi has served as the Chairman of our board of trustees and our Chief Executive Officer since our

View More

Joshua Burrell

Joshua Burrell

Managing Partner

ACTIVATED CAPITAL

Mr. Burrell is a Managing Partner at Activated Capital, a boutique New York based private equity firm that focuses

View More

John Roche

John Roche

CEO & CFO

SHOPONE CENTERS REIT

John B. Roche, CPA, MBA, currently serves as Chief Financial Officer of ShopOne Centers REIT. Prior to his role as

View More

Ben Myers

Ben Myers

Director Sustainability

BOSTON PROPERTIES

Ben Myers is the Director of Sustainability at Boston Properties, one of the largest owners, managers and

View More

Samit Parikh

Samit Parikh

Vice President

PGIM

Samit Parikh is a Portfolio Manager and Senior Analyst assisting in the investment management and operations of

View More

Steve Goldberg

Steve Goldberg

Managing Director, Group Head - Real Estate Investment Banking

ROBERT W. BAIRD & Co

Steven H. Goldberg joined Baird in 2011 from FBR Capital Markets, where he was Global Head of Real Estate

View More

Lisa Beeson

Lisa Beeson

Partner & Advisory Board Member

THE CENTERCAP GROUP

Ms. Beeson is a Partner with The CenterCap Group, LLC, and investment banking boutique that focuses on the real

View More

Warren Roll

Warren Roll

Managing Director

DIGITAL BRIDGE HOLDINGS

View More

Anthony Eames

Anthony Eames

Director for Responsible Investing

CALVERT

Anthony Eames is a vice president and director of responsible investment strategy for Calvert Research and

View More

Brad A. Molotsky

Brad A. Molotsky

Co-Chair, Opportunity Zones Practice; Lead, Project Development/P3 Industry Team

DUANE MORRIS LLP

Brad is a partner at Duane Morris LLP where he practices in the areas of commercial leasing, acquisitions and

View More

Chester Lee

Chester Lee

Partner & Co-Head, Real Estate Group

DUANE MORRIS

Chester P. Lee is co-chair of Duane Morris' Real Estate Practice Group. Mr. Lee practices in the area of real

View More

George Moffa

George Moffa

Partner

MAZARS

George has over 15 years of experience in public accounting, primarily working with privately held businesses and

View More

Todd E. Lenson

Todd E. Lenson

Co-Chair Equity Capital Markets and Public Companies

KRAMER LEVIN

Todd E. Lenson has more than 20 years of experience representing public companies, private equity funds and their

View More

Richard Silfen

Richard Silfen

Partner

DUANE MORRIS LLP

Richard Silfen, a partner at Duane Morris LLP, practices in the area of corporate law with concentrations in

View More

Jordan Rosenbaum

Jordan Rosenbaum

Partner

KRAMER LEVIN

Jordan M. Rosenbaum regularly counsels public companies on initial public offerings (IPOs), capital markets

View More

Michael Avila

Michael Avila

Head of US Capital Markets

SGX (Singapore Exchange)

Mr Michael Avila joined Singapore Exchange (SGX) in 2018 as head of North America Capital Markets, leading the

View More

Joe Biaou

Joe Biaou

Managing Director

FRB CAPITAL

View More

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  • You may substitute delegates at any time. iGlobal Forum does not provide refunds for cancellations.
  • For cancellations received in writing more than seven (7) days prior to the conference you will receive a 100% credit to be used at another iGlobal Forum conference for up to one year from the date of issuance.
  • For cancellations received seven (7) days or less prior to an event (including day 7), no credit will be issued. In the event that iGlobal Forum cancels an event, delegate payments at the date of cancellation will be credited to a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance.
  • In the event that iGlobal Forum postpones an event, delegate payments at the postponement date will be credited towards the rescheduled date. If the delegate is unable to attend the rescheduled event, the delegate will receive a 100% credit representing payments made towards a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance. No refunds will be available for cancellations or postponements.
  • iGlobal Forum is not responsible for any loss or damage as a result of a substitution, alteration or cancellation/postponement of an event. iGlobal Forum shall assume no liability whatsoever in the event this conference is cancelled, rescheduled or postponed due to a fortuitous event, Act of God, unforeseen occurrence or any other event that renders performance of this conference impracticable or impossible. For purposes of this clause, a fortuitous event shall include, but not be limited to: war, fire, labor strike, extreme weather or other emergency.
  • Please note that speakers and topics were confirmed at the time of publishing, however, circumstances beyond the control of the organizers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. As such, iGlobal Forum reserves the right to alter or modify the advertised speakers and/or topics if necessary. Any substitutions or alterations will be updated on our web page as soon as possible.

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  • All discounts must require payment at time of registration and before the cut-off date in order to receive any discount.
  • Any discounts offered whether by iGlobal Forum (including team discounts) must also require payment at the time of registration.
  • All discount offers cannot be combined with any other offer
Park Lane Hotel Park Lane Hotel

Park Lane Hotel

36 Central Park S

New York, NY

 

(212) 371-4000

http://www.parklanenewyork.com

 

iGlobal Forum is pleased to be hosting the Summit at the luxury Park Lane Hotel in New York. Located on Central Park in the Midtown business district, the Helmsley Park Lane hotel is just steps from Fifth Avenue shopping, Broadway theaters, Museum Mile, Radio City Hall, and Lincoln Center.

 

Guests are welcome to secure accommodations at the Park Lane Hotel, located within the vicinity of the venue. To book a reservation via telephone at The Park Lane, please call 866-831-7211 and request that your reservations agent apply the iGlobal Forum Corporate Rate, or visit our personalized weblink for a 15% discount.

R. Donahue Peebles

R. Donahue Peebles

Founder, Chairman & CEO

THE PEEBLES CORPORATION

Recognized as one of the most successful entrepreneurs in the nation, R. Donahue Peebles is Founder, Chairman and CEO

View More

Uma Pattarkine

Uma Pattarkine

CFA Investment Strategy Analyst

CENTERSQUARE INVESTMENT MANAGEMENT LLC

Ms. Pattarkine is an Investment Strategy Analyst for CenterSquare Investment Management. She joined the team in 2017

View More

Fulya Kocak

Fulya Kocak

Vice President, ESG Issues

NAREIT

Fulya Kocak is VP of ESG issues for Nareit. She provides thought leadership, innovation, guidance and oversight,

View More

David Coelho

David Coelho

Chief Strategy Officer

BRIDGE INVESTMENT GROUP

David Coelho serves as the Chief Strategy Officer of Bridge Investment Group. Mr. Coelho has over 20 years of

View More

Gary Gordon

Gary Gordon

Managing Director

HOULIHAN LOKEY

Mr. Gordon is a Managing Director and a member of Houlihan Lokey’s Real Estate Strategic Advisory practice. He has

View More

Nelson Mills

Nelson Mills

President & CEO

COLUMBIA PROPERTY TRUST, INC.

As President, Chief Executive Officer, and Director of Columbia Property Trust, Nelson Mills is responsible for the

View More

Phil Owens

Phil Owens

Managing Director, Advisory & Consulting

GREEN STREET ADVISORS

Phil is a Managing Director in Green Street’s Advisory & Consulting Group and joined the firm in 2009. Phil’s

View More

William Dioguardi

William Dioguardi

Chief Executive Officer

FOUR SPRINGS CAPITAL TRUST

Mr. Dioguardi has served as the Chairman of our board of trustees and our Chief Executive Officer since our formation

View More

Joshua Burrell

Joshua Burrell

Managing Partner

ACTIVATED CAPITAL

Mr. Burrell is a Managing Partner at Activated Capital, a boutique New York based private equity firm that focuses on

View More

John Roche

John Roche

CEO & CFO

SHOPONE CENTERS REIT

John B. Roche, CPA, MBA, currently serves as Chief Financial Officer of ShopOne Centers REIT. Prior to his role as

View More

Ben Myers

Ben Myers

Director Sustainability

BOSTON PROPERTIES

Ben Myers is the Director of Sustainability at Boston Properties, one of the largest owners, managers and developers of

View More

Samit Parikh

Samit Parikh

Vice President

PGIM

Samit Parikh is a Portfolio Manager and Senior Analyst assisting in the investment management and operations of

View More

Steve Goldberg

Steve Goldberg

Managing Director, Group Head - Real Estate Investment Banking

ROBERT W. BAIRD & Co

Steven H. Goldberg joined Baird in 2011 from FBR Capital Markets, where he was Global Head of Real Estate Investment

View More

Lisa Beeson

Lisa Beeson

Partner & Advisory Board Member

THE CENTERCAP GROUP

Ms. Beeson is a Partner with The CenterCap Group, LLC, and investment banking boutique that focuses on the real estate

View More

Warren Roll

Warren Roll

Managing Director

DIGITAL BRIDGE HOLDINGS

View More

Anthony Eames

Anthony Eames

Director for Responsible Investing

CALVERT

Anthony Eames is a vice president and director of responsible investment strategy for Calvert Research and Management,

View More

Brad A. Molotsky

Brad A. Molotsky

Co-Chair, Opportunity Zones Practice; Lead, Project Development/P3 Industry Team

DUANE MORRIS LLP

Brad is a partner at Duane Morris LLP where he practices in the areas of commercial leasing, acquisitions and

View More

Chester Lee

Chester Lee

Partner & Co-Head, Real Estate Group

DUANE MORRIS

Chester P. Lee is co-chair of Duane Morris' Real Estate Practice Group. Mr. Lee practices in the area of real estate

View More

George Moffa

George Moffa

Partner

MAZARS

George has over 15 years of experience in public accounting, primarily working with privately held businesses and

View More

Todd E. Lenson

Todd E. Lenson

Co-Chair Equity Capital Markets and Public Companies

KRAMER LEVIN

Todd E. Lenson has more than 20 years of experience representing public companies, private equity funds and their

View More

Richard Silfen

Richard Silfen

Partner

DUANE MORRIS LLP

Richard Silfen, a partner at Duane Morris LLP, practices in the area of corporate law with concentrations in M&A

View More

Jordan Rosenbaum

Jordan Rosenbaum

Partner

KRAMER LEVIN

Jordan M. Rosenbaum regularly counsels public companies on initial public offerings (IPOs), capital markets offerings,

View More

Michael Avila

Michael Avila

Head of US Capital Markets

SGX (Singapore Exchange)

Mr Michael Avila joined Singapore Exchange (SGX) in 2018 as head of North America Capital Markets, leading the

View More

Joe Biaou

Joe Biaou

Managing Director

FRB CAPITAL

View More

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