4th Global REITs Summit: Listed, Non-Traded & Private REITs

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About The Conference

iGlobal Forum is pleased to announce the upcoming 4th Global REITs Summit: Listed, Non-Traded & Private REITs, taking place in New York on Thursday, October 1st!  Valued at over a trillion dollars, REITs are growing at a never-before-seen rate as more and more investors enter the space. The Summit will explore the growing challenges for a developing REIT industry with more competition entering the marketplace daily and how to stay competitive in a challenging market, combat rising interest rates, and invest in new, non-traditional sectors on the rise every day such as data centers, self-storage, and student housing. The industry is facing a huge overhaul with new regulations coming into place for 2016, and both listed and non-traded REITs are going to need to learn to adapt and major changes in demographic demands and capital market activities are shifting investment opportunities in the industry. The 4th Global REITs Summit will provide an opportunity to meet directly with leading industry professionals and decision-makers such as REIT executives and investors, owners, private equity GP’s and LP’s, investment bankers, asset managers, advisors, and non-traded REIT sponsors and issuers.

Key Topics Covered

  • Learn how the macroeconomic environment is affecting the REIT industry, and how to best react in a rising interest rate environment
  • How to best use acquisitions and IPO activity in the REIT industry to your benefit
  • Find the hottest investment sectors and regions in the industry, and discover where the smart money is going
  • Follow the spinoffs and conversions trend, and unlock new value in existing real estate
  • Find new funding opportunities through creative capital raising strategies in crowdfunding – will this be a new competitor for REITs?
  • New expectations and requirements for non-traded REITs: how to manage new regulations and still find the best opportunities in a developing industry
  • Navigate the international REIT landscape: funding new projects with foreign investment, and finding investment opportunities in new, unlikely markets

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
7:45 am - REGISTRATION & NETWORKING BREAKFAST
8:30 am - CHAIRPERSON’S WELCOME AND OPENING REMARKS
8:45 am - THE FUTURE OF THE REIT INDUSTRY-EFFECTS THE MACRO ENVIRONMENT WILL HAVE ON REITS IN 2016 AND BEYOND
  • Trace investment trends within the REIT industry through the current macroeconomic environment, and learn what 2016 holds
  • Discover technology’s effect on the marketplace and real estate trends affecting demand across sectors
  • Investing in a demographic: the effects millennials and baby boomers have had on the current real estate demand across all real estate sectors
  • The effect size has on a growing REIT environment – are REITs too large to sustain the same dividend production as they follow the stock price?
  • Prospective interest rates – learn if REITs will sustain their current growth and be able to adapt in a changing environment
Christopher Hartung

Christopher Hartung

Director, Portfolio Manager

LAZARD ASSET MANAGEMENT

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Benjamin S. Butcher

Benjamin S. Butcher

Chief Executive Officer, President & Chairman

STAG INDUSTRIAL, INC.

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Stephen Benedetti

Stephen Benedetti

EVP, Chief Financial Officer and Chief Operating Officer

DYNEX CAPITAL

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Timothy Pire

Moderator:

Timothy Pire

Managing Director, Public Real Estate Securities

HEITMAN

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9:30 am - CAPITAL MARKET ACTIVITIES DRIVING MAJOR REIT INDUSTRY CHANGE
  • Discuss the gap between private and public valuations, and how investors are managing the varying REIT performances
  • How to find deals in buying private properties at a lower cap rate than their trade value
  • Learn about the current capital market activities and how M&A activity and IPOs will affect your current investments
  • Hear which groups are providing capital in to the industry right now, and how this will develop
  • Current diverse performances between large and small caps, and what to expect in 2016
Rick Romano

Rick Romano

Managing Director and Portfolio Manager

PRUDENTIAL

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Nelson Mills

Nelson Mills

President & CEO

COLUMBIA PROPERTY TRUST, INC.

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Thomas Howland

Thomas Howland

Managing Director, Investment Banking

SANDLER O'NEILL + PARTNERS

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D.J. Belock

Moderator:

D.J. Belock

Senior Vice President, Finance

PHILLIPS EDISON & COMPANY

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10:15 am - MORNING NETWORKING BREAK
10:45 am - WHERE SHOULD YOU PUT YOUR MONEY? THE HOTTEST REIT SECTORS FOR 2016
  • Hear which sectors are currently yielding the best returns and which regions are going to be affected by demographic changes in 2016
    • Focus on: multifamily housing, hospitality, office space, industrial developments, and retail
  • Learn which sectors and regions have the best opportunity for continued growth, and which are on the tail end of the economic recovery
  • Best opportunities in remodeling or new construction in each of the sectors
  • Discuss the best opportunities in growing, sustainable income producing non-traditional REIT sectors
    • Focus on: Wireless towers, data centers, net leases, student housing, self-storage
  • With triple net leases losing money, what is the next new option?
  • The effects adding new non-traditional asset classes will have on performance and behavioral characteristics of the REIT industry
Michael Costa

Michael Costa

Vice President - Finance & Controller

SABRA HEALTH CARE REIT, INC.

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Michael Carroll

Michael Carroll

Chief Executive Officer

BRIXMOR PROPERTY GROUP

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Scott Bowman

Scott Bowman

Chief Executive Officer

GLOBAL NET LEASE, INC.

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Jay Steigerwald

Moderator:

Jay Steigerwald

Executive Director

W.P. CAREY INC.

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11:30 am - UNLOCKING NEW REAL ESTATE VALUE IN SPIN-OFFS AND CONVERSIONS
  • Discuss the recent IRS announcement about PropCo/OpCo spin offs. What are the implications of this announcement?
  • What are the trends among non-traditional real estate companies as they look to enhance value?
  • What is causing operating companies to look for value in their existing real estate?
  • Hear the prospective effects non-traditional entry will have on the REIT industry as a whole
  • Learn the benefits outside companies are gaining through REIT status
  • Explore the requirements for qualifying for a REIT conversion, and why a company would choose this structure over another
  • Assess the potential effects of a conversion on earnings, valuation, and operational flexibility
Phil Owens

Phil Owens

Managing Director, Advisory & Consulting

GREEN STREET ADVISORS

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Tom Yanagi

Tom Yanagi

Managing Director

DIGITAL BRIDGE HOLDINGS, LLC.

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Brad Thomas

Brad Thomas

Editor

FORBES REAL ESTATE INVESTOR

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Craig Macnab

Moderator:

Craig Macnab

Chairman & CEO

NATIONAL RETAIL PROPERTIES, INC.

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12:15 pm - NETWORKING LUNCHEON
1:30 pm - ROUNDTABLE DISCUSSIONS
2:30 pm - AFTERNOON NETWORKING BREAK
3:00 pm - RAISING CREATIVE CAPITAL FOR NEW PROJECTS AND REDEVELOPMENTS
  • Discuss the new opportunities available to raise capital within the REIT industry for new projects
  • Learn about the different kinds of crowdfunding opportunities available within real estate, and how to utilize it to your benefit
  • Using the correct platform to get your project seen
  • Discover if the expansion of the crowdfunding industry will have an effect on other fundraising options within the real estate market, and how this will change the investment environment
  • Funding- is it the project or the management team you are investing in?
  • What projects are being funded in today’s environment and how? Does crowdfunding impact the types of projects available today?
Ella Shaw Neyland

Ella Shaw Neyland

President

STEADFAST INCOME REIT INC.

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Deborah Smith

Deborah Smith

Managing Partner

THE CENTERCAP GROUP, LLC

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Fred D. Scott

Fred D. Scott

Principal

ADVALUREM GROUP

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Marshall Hess

Moderator:

Marshall Hess

Senior Managing Director

ENCORE WEALTH MANAGEMENT

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4:00 pm - CHAIRPERSON’S SUMMARY & NETWORKING RECEPTION

Speakers

Benjamin S. Butcher

Benjamin S. Butcher

Chief Executive Officer, President & Chairman

STAG INDUSTRIAL, INC.

Mr. Butcher serves as STAG Industrial Inc.’s Chief Executive Officer, President and Chairman of the Board of

View More

Ella Shaw Neyland

Ella Shaw Neyland

President

STEADFAST INCOME REIT INC.

Ms. Neyland serves as the President and an affiliated director of Steadfast Apartment REIT. She also serves as

View More

David Lynn

David Lynn

Founder & President

EVEREST HEALTHCARE PROPERTIES

David Lynn, Ph.D., is the Founder and Chief Executive Officer of Everest Medical Core Properties, building on his

View More

D.J. Belock

D.J. Belock

Senior Vice President, Finance

PHILLIPS EDISON & COMPANY

D.J. Belock joined Phillips Edison & Company’s leadership team in 2013 as Senior Vice President of Finance. He

View More

Jeff Dauray

Jeff Dauray

Senior Vice President, Acquisition

RLJ LODGING TRUST

Jeffrey Dauray joined RLJ’s executive management team in January 2009. He serves as Senior Vice President,

View More

Fred D. Scott

Fred D. Scott

Principal

ADVALUREM GROUP

Mr. Scott is a Principal of Advalurem Group with the primary responsibility of overseeing acquisitions,

View More

Craig Macnab

Craig Macnab

Chairman & CEO

NATIONAL RETAIL PROPERTIES, INC.

Craig Macnab joined National Retail Properties as Chief Executive Officer in February 2004, where he refocused the

View More

Christopher Hartung

Christopher Hartung

Director, Portfolio Manager

LAZARD ASSET MANAGEMENT

Christopher Hartung is a Portfolio Manager on Lazard's Global Real Estate Securities team, focusing on investment

View More

Michael Costa

Michael Costa

Vice President - Finance & Controller

SABRA HEALTH CARE REIT, INC.

Michael is the Vice President – Finance and Controller of Sabra Health Care REIT, Inc. (NASDAQ; SBRA), a

View More

Timothy Pire

Timothy Pire

Managing Director, Public Real Estate Securities

HEITMAN

Tim is Managing Director and the Lead Portfolio Manager for Heitman's North American real estate securities

View More

Jay Steigerwald

Jay Steigerwald

Executive Director

W.P. CAREY INC.

C. Jay Steigerwald III serves as an Executive Director for W. P. Carey Inc. and Co-President of Carey Financial,

View More

Scott Bowman

Scott Bowman

Chief Executive Officer

GLOBAL NET LEASE, INC.

Scott Bowman serves as Chief Executive Officer of American Realty Capital Global Group, inclusive of Global Net

View More

Michael Carroll

Michael Carroll

Chief Executive Officer

BRIXMOR PROPERTY GROUP

Michael A. Carroll is Chief Executive Officer of Brixmor Property Group. As such, he 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.

View More

Deborah Smith

Deborah Smith

Managing Partner

THE CENTERCAP GROUP, LLC

View More

Rick Romano

Rick Romano

Managing Director and Portfolio Manager

PRUDENTIAL

Rick J. Romano is a managing director at Prudential Real Estate Investors and portfolio manager for the Global

View More

Marshall Hess

Marshall Hess

Senior Managing Director

ENCORE WEALTH MANAGEMENT

Marshall Hess has more than 20 years of experience in real estate private equity investing. Mr. Hess was a vice

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

Tom Yanagi

Tom Yanagi

Managing Director

DIGITAL BRIDGE HOLDINGS, LLC.

Tom Yanagi is the Managing Director at Digital Bridge Holdings, LLC. He is an experienced deal professional with

View More

Thomas Howland

Thomas Howland

Managing Director, Investment Banking

SANDLER O'NEILL + PARTNERS

Mr. Howland is a Managing Director at Sandler O'Neill + Partners, L.P. Before joining Sandler, he was co-founder

View More

Brad Thomas

Brad Thomas

Editor

FORBES REAL ESTATE INVESTOR

Brad Thomas has been commercial real estate developer in the U.S. for over 20 years, having completed hundreds of

View More

Stephen Benedetti

Stephen Benedetti

EVP, Chief Financial Officer and Chief Operating Officer

DYNEX CAPITAL

View More

Sponsors

Media Partners

  • Register by

    Conference Fee

  • July 25, 2015

    $899

  • August 15, 2015

    $949

  • September 15, 2015

    $999

  • October 1, 2015

    $1,099

Terms and Conditions - Payment Policy

  • Payment is due in full at the time of registration and includes lunches, refreshments and detailed conference materials.
  • Your registration will not be confirmed until payment is received and may be subject to cancellation.

iGlobal Forum Cancellation, Postponement and Substitution Policy

  • 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.

Discounts

  • 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.

 

To make a reservation under iGlobal Forum's room block, please call 1-800-221-4982, and mention that you are attending iGlobal Forum's 4th Global REITs Summit, or book online here. Guests may also send reservation requests to cres@parklanenewyork.com. Please note that the deadline for reservations is September 15th, 2015.

Benjamin S. Butcher

Benjamin S. Butcher

Chief Executive Officer, President & Chairman

STAG INDUSTRIAL, INC.

Mr. Butcher serves as STAG Industrial Inc.’s Chief Executive Officer, President and Chairman of the Board of

View More

Ella Shaw Neyland

Ella Shaw Neyland

President

STEADFAST INCOME REIT INC.

Ms. Neyland serves as the President and an affiliated director of Steadfast Apartment REIT. She also serves as

View More

David Lynn

David Lynn

Founder & President

EVEREST HEALTHCARE PROPERTIES

David Lynn, Ph.D., is the Founder and Chief Executive Officer of Everest Medical Core Properties, building on his

View More

D.J. Belock

D.J. Belock

Senior Vice President, Finance

PHILLIPS EDISON & COMPANY

D.J. Belock joined Phillips Edison & Company’s leadership team in 2013 as Senior Vice President of Finance. He is

View More

Jeff Dauray

Jeff Dauray

Senior Vice President, Acquisition

RLJ LODGING TRUST

Jeffrey Dauray joined RLJ’s executive management team in January 2009. He serves as Senior Vice President,

View More

Fred D. Scott

Fred D. Scott

Principal

ADVALUREM GROUP

Mr. Scott is a Principal of Advalurem Group with the primary responsibility of overseeing acquisitions, structuring and

View More

Craig Macnab

Craig Macnab

Chairman & CEO

NATIONAL RETAIL PROPERTIES, INC.

Craig Macnab joined National Retail Properties as Chief Executive Officer in February 2004, where he refocused the

View More

Christopher Hartung

Christopher Hartung

Director, Portfolio Manager

LAZARD ASSET MANAGEMENT

Christopher Hartung is a Portfolio Manager on Lazard's Global Real Estate Securities team, focusing on investment

View More

Michael Costa

Michael Costa

Vice President - Finance & Controller

SABRA HEALTH CARE REIT, INC.

Michael is the Vice President – Finance and Controller of Sabra Health Care REIT, Inc. (NASDAQ; SBRA), a

View More

Timothy Pire

Timothy Pire

Managing Director, Public Real Estate Securities

HEITMAN

Tim is Managing Director and the Lead Portfolio Manager for Heitman's North American real estate securities strategies.

View More

Jay Steigerwald

Jay Steigerwald

Executive Director

W.P. CAREY INC.

C. Jay Steigerwald III serves as an Executive Director for W. P. Carey Inc. and Co-President of Carey Financial, LLC,

View More

Scott Bowman

Scott Bowman

Chief Executive Officer

GLOBAL NET LEASE, INC.

Scott Bowman serves as Chief Executive Officer of American Realty Capital Global Group, inclusive of Global Net Lease,

View More

Michael Carroll

Michael Carroll

Chief Executive Officer

BRIXMOR PROPERTY GROUP

Michael A. Carroll is Chief Executive Officer of Brixmor Property Group. As such, he is responsible for the overall

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

Deborah Smith

Deborah Smith

Managing Partner

THE CENTERCAP GROUP, LLC

View More

Rick Romano

Rick Romano

Managing Director and Portfolio Manager

PRUDENTIAL

Rick J. Romano is a managing director at Prudential Real Estate Investors and portfolio manager for the Global Real

View More

Marshall Hess

Marshall Hess

Senior Managing Director

ENCORE WEALTH MANAGEMENT

Marshall Hess has more than 20 years of experience in real estate private equity investing. Mr. Hess was a vice

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

Tom Yanagi

Tom Yanagi

Managing Director

DIGITAL BRIDGE HOLDINGS, LLC.

Tom Yanagi is the Managing Director at Digital Bridge Holdings, LLC. He is an experienced deal professional with over

View More

Thomas Howland

Thomas Howland

Managing Director, Investment Banking

SANDLER O'NEILL + PARTNERS

Mr. Howland is a Managing Director at Sandler O'Neill + Partners, L.P. Before joining Sandler, he was co-founder and

View More

Brad Thomas

Brad Thomas

Editor

FORBES REAL ESTATE INVESTOR

Brad Thomas has been commercial real estate developer in the U.S. for over 20 years, having completed hundreds of

View More

Stephen Benedetti

Stephen Benedetti

EVP, Chief Financial Officer and Chief Operating Officer

DYNEX CAPITAL

View More

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