2018 RealShare Net Lease
 
04/04/2018
6:00 pm - 8:00 pmNetworking Cocktail Reception Hosted by W. P. Carey
The Pierre New York @ Two E Bar & Lounge - 2 E 61st St, New York, NY 10065

04/05/2018
8:00 am - 8:30 amRegistration & Networking Breakfast
Park Lane Hotel - 36 Central Park South, New York, NY 10019
8:30 am - 8:40 amOpening Remarks
Park Lane Hotel - 36 Central Park South, New York, NY 10019
8:40 am - 9:00 amKeynote Address: Shaping the Future of Net Lease Through Economic and Technological Synergies
Park Lane Hotel - 36 Central Park South, New York, NY 10019
Speaker: Dr. Sam Chandan, Chair and Associate Dean, NYU Schack Institute & Founder, Chandan Economics
9:00 am - 9:50 amState of the Industry 2018 Panel: Smooth Sailing or Murky Waters?
Park Lane Hotel - 36 Central Park South, New York, NY 10019
Moderator: Jimmy Goodman, Partner, The Boulder Group
Speaker: Gino Sabatini, Head of Investments and Managing Director, W. P. Carey
Speaker: Gordon J. Whiting, Managing Director, Angelo, Gordon & Co.
Speaker: Jonathan W. Hipp, CEO and President, Calkain
Speaker: Guy Ponticiello, Managing Director - Corporate Capital Markets, CBRE
Hear from the top leaders in the net lease space as they provide their view on the state of the industry. These experts will discuss the outlook for continued success in the sector and offer their predictions on the opportunities and challenges we’ll see in 2018. As the conversation of negative rates at central banks continues, will cash parked in banks enter the market? What would be the implications for cap rates and, potentially, acquisition financing for net lease properties?
9:50 am - 10:20 amNetworking Break
Park Lane Hotel - 36 Central Park South, New York, NY 10019
10:20 am - 11:10 amCapital Markets Update & the "Real Deals" of 2017: Lessons Learned and Implications for What's Next
Park Lane Hotel - 36 Central Park South, New York, NY 10019
Moderator: Glen D. Kunofsky, Executive Managing Director - Investments, Marcus & Millichap
Speaker: Barclay G. Jones III, Executive Vice President, Investments, iStar
Speaker: Kyle Gore, Managing Director & Principal, CGA Capital
Speaker: Ralph Cram, President & Manager, Envoy NNN
Speaker: Thomas J. Zarrilli, Managing Partner, CTL Capital
Speaker: Mark E. West, Senior Managing Director, HFF
Investors have always looked to the net lease sector to provide much-needed stability during uncertain economic times. A quick recap of 2017 show net lease performed well overall, while deal count was down, net lease sales increased with more record-setting prices throughout the country. But with expected rates hikes looming, will the sector’s staying power continue to reign in 2018? In this session, our panel experts to discuss the "Real Deals" of 2017 and the factors behind them. In addition, our experts will provide their outlooks for the capital markets in 2018, challenges, opportunities and the not so easy to spot trends.
11:10 am - 12:00 pmIncreasing the Inventory: 2018 Sector Developments
Park Lane Hotel - 36 Central Park South, New York, NY 10019
Moderator: Matt Bear, Founder, Bear Real Estate Advisors
Speaker: Rob Barse, Director of Development, McShane Development
Speaker: Ben Hidalgo, Principal, Net Lease Development
Speaker: Mark Maughan, Director of Net Lease Investments, Sundance Bay
Limited opportunities have led to a decline in activity among private investors, who dominate the net lease sales market. A more business-friendly political and tax environment should also drive greater business growth and real estate expansion for tenants across the country. This will encourage a greater level of new construction, adding more assets to the market in 2018 and beyond. Find out where top net lease developers for looking to build in 2018.
12:00 pm - 12:20 pmLunch is Served
Park Lane Hotel - 36 Central Park South, New York, NY 10019
12:20 pm - 1:10 pmLunch & REITs: A Look at the Trends Public & Private REITs
Park Lane Hotel - 36 Central Park South, New York, NY 10019
Moderator: John Massocca, Vice President - Equity Research REITs, Ladenburg Thalmann & Co., Inc.
Speaker: Dan Lovitz, Senior Vice President, Acquisitions, VEREIT
Speaker: Teddy Kaplan, Managing Director, New Mountain Capital
Speaker: Sean Cutt, President & Chief Operating Officer, Broadstone Net Lease, Inc.
Speaker: Jason Kessler, Chief Investment Officer, ARCTRUST
Speaker: Mark J. Olear, Executive Vice President & COO, Getty Realty
With increasing cap rates in the sector from institutions and private wealth managers has created an opportunity for REITs to become selective sellers in recent years. In addition, with various retailers having announced bankruptcy, store closings, and/or restructuring plans over the last 12 months, how are net lease executives looking at their current tenant roster and asset bases? Hear first-hand from executives and consultants who made these deals happen and their outlook for 2018. 
1:10 pm - 2:00 pm New Possibilities in Sale-Leasebacks: “Return to the Future?”
Park Lane Hotel - 36 Central Park South, New York, NY 10019
Moderator: Stan Wyrwicz, Sr. Managing Director, Sale Leaseback Division, Calkain
Speaker: Kathleen (Katie) Barthmaier, Managing Director, W. P. Carey
Speaker: Fort Parker, Managing Director, Angelo, Gordon & Co.
Speaker: Andrew J. Sandquist, Executive Vice President - Corporate Capital Markets Group, CBRE
Speaker: Brian Snow, Vice President, CMBS Analytics, Morningstar Credit Ratings, LLC
The rise of the service provider and the decline of the enterprise data center are intersecting in the sale-leaseback, a real estate strategy that provides benefits for both parties. Industry executives says 2018 could be a big year for sale-leaseback deals as more service providers embrace the strategy as an attractive way to unlock capital in their real-estate holdings and expand into new markets. In this session learn from industry experts if this trends will continue and in which industries they foresee the biggest deal opportunities.
2:00 pm - 2:15 pmNetworking Break
Park Lane Hotel - 36 Central Park South, New York, NY 10019
2:15 pm - 2:45 pm“Internet-Proof” Net Lease Sectors: Industrial, Healthcare, Casual Dining & More
Park Lane Hotel - 36 Central Park South, New York, NY 10019
Speaker: H. Guy Leibler, President, Simone Healthcare Development
Speaker: Rob Walters, Principal, Quattro Development
Speaker: Gene Colley, President, Royal Seal Companies, Inc.
Speaker: Stan Glantz, Vice President, Development & Construction, Katz Properties, LLC
Medical properties and industrial assets, in addition to QSR, fast food and C-store sectors, will stay strong in 2018, as they continue to be the service type of real estate that remains internet-proof. In this session learn about the opportunities, deal flow, deal structure and the challenges for these markets.
2:45 pm - 3:15 pmBreathe Easy: The 1031 Update - Post Tax Reform
Park Lane Hotel - 36 Central Park South, New York, NY 10019
Moderator: Mary Cunningham, President, Chicago Deferred Exchange Company
Speaker: Mark Baran, Founder & President, Net Lease 1031, LLC
Speaker: Jason Salmon, SVP & Managing Director of Real Estate Analytics, Kay Properties & Investments
Speaker: Steven P. Katkov, Member, Cozen O'Conner
Speaker: Marc Wieder, Partner & Co-Practice Leader – Real Estate Industry Group, Anchin, Block & Anchin
In this session, we will explore the future of the 1031 exchange industry: industry performance and expectations, most aggressively expanding franchises and best practices and strategies. 
  
• What 1031 exchange buyers are looking for 
• How pricing has changed for the best and worst properties 
• How sellers are accessing 1031 exchange buyers 
• Why co-brokering is important in the 1031 segment
3:15 pmConference Adjourns
Park Lane Hotel - 36 Central Park South, New York, NY 10019