Monday, April 3, 2023

6:00 PM - 8:00 PM  |  Cocktail Networking Reception | Sponsored by W. P. Carey

Reception Location: St. Cloud at The Knickerbocker Hotel

6 Times Square, New York, NY 10036


Sponsored By: 

Tuesday, April 4, 2023

8:00 AM - 9:00 AM  |  Registration & Breakfast

9:00 AM - 9:30 AM  |  Keynote: A Year in Review: Insights into a Disruptive Marketplace

GlobeSt welcomes back a leading CRE Economist, who will shed light on the implications of 2022, and how the geopolitical landscape shaped deal making and transactions for the net lease ecosystem. He will also examine macro and micro trends we can expect to see heading into 2023.

Kevin Fagan, Head of CRE Economic Analysis - Moody’s Analytics

9:30 AM - 10:30 AM  |  The State of Industry

The dialogue continues with the ever popular state of the industry panel, which brings together top net lease industry thought-leaders who will deconstruct the transactional shifts of the past year, discuss unexpected challenges and hard-earned successes across the industry.

Gino Sabatini, Managing Director, Head of Investments - W. P. Carey
Gary Baumann, Esq., Chief Executive Officer - ARCTRUST Properties
Coler Yoakam, Senior Managing Director Corporate Finance & Net Lease Platform Leader - JLL Capital Markets, Americas
Gordon Whiting, Managing Director - Angelo Gordon
Will Pike, Vice Chairman/Managing Director - CBRE
John Chang, Senior Vice President - Marcus & Millichap

10:30 AM - 11:00 AM  |  Morning Networking Break

11:00 AM - 11:45 AM  |  Show me the Money! How REITs are Shaping the Competitive Landscape

Join us for a fascinating look into the investment landscape of leading net lease REITs. They will discuss new opportunities to diversify portfolios, asset classes showing surprising returns, and key sectors to pay attention to. Panelists will also provide an inside look at what factors they are looking for when they are buying properties.

Jimmy Goodman, Partner - The Boulder Group
Steve Wolff, VP, Acquisitions - Spirit Realty Capital
Asher Wenig, Senior Vice President - Northmarq
Anthony Coniglio, President, Chief Executive Officer and Director - NewLake
Maxwell Eliot, Partner - LCN Capital Partners LLC
Joshua Zhang, Director of Investments - Four Corners

11:45 AM - 12:15 PM  |  The Corporate Tenants Speak Out

Closing out the morning sessions, we welcome back our corporate tenants to discuss what they value in a net lease partnership. Hear what trends are directly impacting the retailing space, and what motivates tenants to transact on net leases. This highly engaging session will leave you better-informed and better-prepared to serve your corporate tenant clients. 

Sean Daru, Director & Associate General Counsel - Real Estate - American Eagle Outfitters, Inc.
Zach Paul, Head of Real Estate - Peachy Corp.
Sam Harmelech, Vice President of Real Estate & Associate General Counsel - Verano Holdings Corp.

12:15 PM - 1:15 PM  |  Net Lease Luncheon & Table Top Exhibits

1:15 PM - 2:00 PM  |  Developers Spotlight

During this insightful fireside chat with leading net lease developers, speakers will share how market trends are impacting development projects, the role of redevelopment in various sectors, and how developers are addressing challenges from inflation to raising interest rates, to supply chain shortages.

Michaelann Murphy, Vice President, Development - STNL Development
Ben Hidalgo, Principal - Net Lease Development
Teresa Grashof, EVP Leasing & Business Development - Ferber Company
Britt Raymond, Managing Director and Market Leader of New York Capital Market - SRS

2:00 PM - 2:45 PM  |  A Comprehensive Look into Capital Markets

This session will provide a holistic look at all aspects of the Net Lease deal, from sale to acquisition to financing. Get an update on all things finance and investment from those who are impacting the net lease financial market.

Greg Burns, Managing Director - Stonebriar Commercial Finance
Ralph Cram, President - Envoy Net Lease Partners
Barclay Jones, Executive Vice President, Net Lease Investments - The Carlyle Group
Gautam Mashettiwar, Executive Vice President - Arch Street Capital Advisors
Gary Chou, Partner - Berkeley Capital Advisors
Michael Drusano, Managing Director - CGA Capital LLC

2:45 PM - 3:30 PM  |  The Comeback Kid: How Sales-Leasebacks Stabilized a Volatile Market

While the effects of inflation and sky-rocketing interest rates continue to have a stronghold over the majority of net lease business, one transaction has emerged as one of the most secure & dependable  business deals for net lease executives - Sales-leasebacks. This session will tell the story of sale-leaseback successes, as well as examine how to further capitalize on this stabilizing trend.

David Grazioli, President & Managing Partner - US Realty Advisors LLC
Chris Capolongo, Managing Director, Net Lease Real Estate - Angelo Gordon
Bryan Huber, Director, Sale-Leaseback Group - SAB Capital
Ross Prindle, Managing Director and Global Head of the Real Estate Advisory Group - Kroll
Tom Gorman, Managing Director - Sands Investment Group

3:30 PM - 4:30 PM  |  Networking Activity

Join us for an exclusive tasting experience, curated for our Net Lease executives to gather in conversation and cocktails as we close out our spring edition of GlobeSt Net Lease.   

4:30 PM -  |  Close of Conference