Monday, October 16, 2023

6:00 PM  |  GlobeSt Net Lease Cocktail Reception


Supported by:  

Tuesday, October 17, 2023

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


Supported by:  


9:00 AM - 9:30 AM |  Through the ESG Lens: Economic Outlook and Forecasting 2024

GlobeSt welcomes a CRE Analyst who will shed light on the implications of 2023, and how the economy and geopolitical landscape shaped deal making and transactions for the net lease ecosystem. They will also examine macro and micro trends we can expect to see heading into 2024.

 

Natalie Ambrosio Preudhomme, Associate Director - Moody’s Analytics

9:30 AM - 10:30 AM |  State of the 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.

 

Gordon Whiting, Managing Director - TPG Angelo Gordon
Gino Sabatini, Managing Director, Head of Investments - W. P. Carey
Adam Christofferson, Senior Vice President & Division Manager - 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

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.
 

Keith Griffin, VP, Acquisitions - Spirit Realty Capital
Balji Dashdorj, Vice President of Acquisitions - Four Corners Property Trust
Holly Amaya, Reporter - GlobeSt.

11:45 AM - 12:15 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.

 

Pat Barber, Vice President Real Estate - Grocery Outlet
Scott Thompson, Senior Vice President, Market Strategy & Events, Business & Finance Division - ALM

12:15 PM - 1:15 PM |  Networking Luncheon


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1:15 PM - 2:00 PM |  Volatility & Resiliency: A Look Into Net Lease Capital Markets

Speakers in this session will unpack the impacts of socioeconomic factors like inflation, a possible recession and high interest 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.

 

Miguel Jauregui, Managing Director Capital Markets - Sands Investment Group
Catherine Tenney, Principal - Carlyle
Elyssa McMullen, Managing Director - Prudential Private Capital (PGIM)
Michael Fleischer​​​​, Managing Partner, Head of Bridge and Event Driven Originations - 3650 REIT

2:00 PM - 2:45 PM |  A Comprehensive Look at Development

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.

 

Denita Schreier, Executive Vice President - JCW Development
Wendy Berger, CEO - WBS Equities, LLC
Jenalyn Gardner, Director, Programming, Real Estate & Finance - ALM

2:50 PM - 3:35 PM |  Cocktails and Conversations: Deconstructing The Sale-leaseback

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 - Sale-leasebacks. This session will unpack sale-leaseback transactions.

 

Chris Capolongo, Managing Director and Deputy Portfolio Manager - TPG Angelo Gordon
David Piasecki, Managing Member - BV Net Lease Capital LLC
Robert Vanecko, Managing Principal - Brennan Investment Group, LLC
Adam Scherr, Managing Director - Sands Investment Group
Vincent Polce, Senior Vice President | PE Advisory - CBRE

3:30 PM - 4:30 PM |  Networking & Scotch Tasting


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4:30 PM - |  Close of Conference