Tuesday, April 16, 2024
Wednesday, April 17, 2024
8:00 AM - 9:00 AM | Registration & Breakfast
9th Floor - Marquis Ballroom Foyer
9:00 AM - 9:30 AM | Keynote: Net Lease Market Forecasting for 2024
A CRE Chief Economist breaks down the impacts of 2023, while deep diving into micro and macro trends for 2024, and market forecasting for the future.
9:30 AM - 10:30 AM | The State of Industry
While much of the CRE industry braces for impact of the on-going recession, net lease influencers remain steadfast in the sustainability of net lease transactions. GlobeSt once again welcomes back our industry thought-leaders to discuss key trends across sectors, and provide insight on current market upheavals and quick-wins that are here to stay.
Gordon Whiting, Managing Director - TPG Angelo Gordon
Coler Yoakam, Senior Managing Director Corporate Finance & Net Lease Platform Leader - JLL Capital Markets, Americas
Gary Baumann, Chief Executive Officer - ARCTRUST
Daniel Taub, Senior Vice President/ National Director, Retail and Net Lease Divisions - Marcus & Millichap
Will Pike, Vice Chairman/Managing Director - CBRE
10:30 AM - 11:00 AM | Morning Networking Break
11:00 AM - 11:45 AM | A Conversation with REITs: Investment Opportunities Across Sectors
In this session, net lease owners and investors share their expertise in being nimble and resilient through market volatility, finding opportunity in new sectors, diversifying their portfolios, and share a view from the top on all property types in the net lease marketplace.
Jimmy Goodman, Partner - The Boulder GroupRoss Prindle, Managing Director and Global Head of the Real Estate Advisory Group - Kroll
David Piasecki, Managing Member - BV Net Lease Capital LLC
Robert Rohrlack, Acquisitions Manager - Generation Income Properties, Inc.
Max Jenkins, Head of Investments - Essential Properties Realty Trust
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.
Jenalyn Gardner, Director, Programming, Real Estate & Finance - ALM
12:15 PM - 1:15 PM | Net Lease Luncheon
1:15 PM - 2:15 PM | An Examination of Capital Markets
Speakers in this session will discuss the socioeconomic factors like inflation, the continuing recession, and impacts of rising interest & cap rates on the net lease landscape. Panelists will also 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 transacting in the net lease financial market.
Barclay Jones, Executive Vice President, Net Lease Investments - The Carlyle GroupGautam Mashettiwar, Executive Vice President - Arch Street Capital Advisors
Michael Drusano, Managing Director - CGA Capital LLC
Miguel Jauregui, Managing Director Capital Markets - Sands Investment Group
Greg Burns, Managing Director - Stonebriar Commercial Finance
Vincent Polce, Senior Vice President | PE Advisory - CBRE
2:15 PM - 3:00 PM | Developers Spotlight
During this insightful dialogue 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.
Britt Raymond, Managing Director and Market Leader for the New York Capital Markets - SRS Real Estate Partners National Net Lease Group
Becca Eiland, Partner - OakMae Development
Andrew Dansker, Founder & CEO - Dansker Capital Group
3:00 PM - 4:00 PM | A Transaction Deep Dive: Deconstructing the Sales Leaseback
Perhaps the most resilient transaction across the CRE landscape is the sale-leaseback. Our expert panelists in this session will close out Net Lease Spring, with an in-depth look at the continued success of the sales-leaseback, and provide a peek behind the curtain on the various structures, fundamentals and key players in these winning deals.
Robert Vanecko, Managing Principal - Brennan Investment Group, LLC
Joseph Marger, Partner - Reed Smith LLP
Lisa Sauer, Relationship Manager - Partner Engineering and Science, Inc.
Christian Blanke, Director - TPG Angelo Gordon