Tuesday, April 1, 2025

6:00 PM - 8:00 PM  |  Welcome Reception

Wednesday, April 2, 2025

8:00 AM - 9:00 AM  |  Registration & Welcome Breakfast in Exhibit Hall

9:00 AM - 9:30 AM  |  Keynote Address I: Net Lease Market Forecasting for 2025

A CRE Chief Economist breaks down the impacts of 2024, while deep diving into micro and macro trends for 2025, and market forecasting for the future.

 

Spencer Levy, Global Chief Client Officer and Senior Economic Advisor - CBRE

9:30 AM - 10:30 AM  |  Net Lease State of the 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.

 

Gino Sabatini, Managing Director, Head of Investments - W. P. Carey
Gary Baumann, Chief Executive Officer - ARCTRUST
Daniel Taub, Senior Vice President/ National Director, Retail and Net Lease Divisions - Marcus & Millichap

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

11:00 AM - 12:00 PM  |  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.

 

Justin Heller, Managing Director - J.P. Morgan
Jimmy Goodman, Partner - The Boulder Group

12:00 PM - 12:30 PM  |  The Corporate Tenants Speak Out

Have you ever wanted to get in the head of your tenant? Be able to anticipate their needs? Be able to cultivate a truly mutually beneficial working relationship? In this session, you will have the opportunity to do just that. Hear what trends are directly impacting the various net lease sectors, 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.

12:30 PM - 1:30 PM  |  Networking Luncheon

Asset Class Executive Roundtables

Roundtable 1

12:30 PM - 1:30 PM

RT1 - Industrial

Roundtable 2

12:30 PM - 1:30 PM

RT2 - Office

Roundtable 3

12:30 PM - 1:30 PM

RT3 - Healthcare

Roundtable 4

12:30 PM - 1:30 PM

RT4 - Retail

1:30 PM - 2:30 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. Gautam Mashettiwar, Executive Vice President - Arch Street Capital Advisors
Barclay Jones, Executive Vice President, Net Lease Investments - The Carlyle Group

2:30 PM - 3:15 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.

 

Michaelann Murphy, Vice President of Development & Principal - STNL Development
Becca Eiland, Partner - OakMae Development

3:15 PM - 4:15 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

4:15 PM - 5:00 PM  |  Closing Cocktails

5:00 PM | Close of Conference