Agenda

September 17, 2020

8:30 AM - 9:00 AM | NET LEASE 2020 Event Platform Opens


9:00 AM - 10:00 AM | The State of Industry: What’s Driving Net Lease Deals in 2020 and beyond?

Hear from the top leaders in the net lease space as they provide their view on the state of the industry and glimpse crucial insights from market data. These experts will discuss the outlook for the sector and offer their predictions on the opportunities and changes in 2020.

Speakers: 

Moderator: Jimmy Goodman, Partner, The Boulder Group

Speakers:

  • Barclay Jones, Executive Vice President, Investments, iStar 
  • Gino Sabatini, Managing Director, Head of Investments, W. P. Carey Inc.
  • Gordon Whiting, Managing Director, Angelo Gordon
  • Glen Kunofsky, Executive Managing Director of Investments, Marcus & Millichap 
  • Teddy Kaplan, Managing Director, New Mountain Capital                                                                                                                                                                                                                                                                                                                                                                             

10:00 AM - 11:00 AM | Debunking Retail Myths

While you often hear about a downward trends for the retail sector when it comes to net lease retail is still and important market. However, as the retail sector undertakes a dramatic transformation into the digital age and spending continues to fluctuate some categories are beginning to outperform others.  Our panel of corporate real estate directors will discuss trends in retail, thriving property categories along with their strategies for staying relevant and profitable in the retail market.

 

Speakers: 

Moderator: Tom Gorman, Managing Director, SIG Philadelphia, Sands Investment Group

Joshua Pardue, Senior Director, Stan Johnson Company

Brad Motley, Partner, Trinity Real Estate Investment Services

Camille Renshaw, CEO & Co - Founder - B&E

Spenser Allaway, Analyst - Green Street Advisors


11:00 AM - 12:00 PM | Sponsor Hosted Discussions & Networking


12:00 PM - 12:30 PM | From Fluctuating Cap Rates to the Political Climate: What is the Economic Outlook for 2020 and Beyond?

Over the last few years, we have seen tax credits and deductions shake up the industry, along with the potential for fluctuations in cap rates and a risk of recession. How has this influenced the US economy and what does it mean for the commercial real estate sector?  Plus, how will the current political climate impact the economy? This session will discuss the potential for a recession, the impact of a changing political climate, and the growth outlook for the US economy. 

 

Speaker: Barbara Byrne Denham, Senior Economist, Moody's Analytics 


12:30 PM - 1:15 PM | Net Lease REITs Update

Net Lease REITs have become an important property sector in which highly predictable rent checks are turned into highly sustainable dividends. External growth fueled by the favorable cost of capital has contributed to the sector’s significant performance. In this session, we will explore the primary triggers and trends that investors should watch in 2020 including cost of capital, operating efficiency and value, and sector consolidation.

 

Speakers: 

John Massocca, Vice President, Equity Research - REITs, Ladenburg Thalmann Co Inc

Dan Lovitz, Senior Vice President, Acquisitions, VEREIT

Steve Maloy, Executive Vice President, Director of Acquisitions & Sale - ARCTRUST Properties

Brian Mansouri, Senior Vice President of Acquisitions, AR Global

Moderator: Ross Prindle, Managing Director and Global Head of the Real Estate Advisory Group, Duff & Phleps


1:15 PM - 2:15 PM | Sponsor Hosted Discussions & Networking


2:15 PM - 3:00 PM | Sale-Leasebacks: The Perfect Transaction?

The introduction of the tax reform has made sale-leaseback transactions more attractive than ever for corporations. Pricing has been aggressive even as interest rates have started to creep up. While there is caution in suburban office and big-box retail sectors, the overall outlook for sale-leaseback transactions remains strong.  Our panel of experts will review the major 2019 transactions, provide insight into what buyers and sellers are looking for and discuss the top opportunities in healthcare, industrial, office, and retail.

 

Speakers: 

Bryan Huber, Director of Corporate Real Estate, SAB 

Tom Decarlo, Director, New Mountain Capital 

Zachary Pasanen, Executive Director, W. P. Carey Inc. 

Chris Capolongo, Managing Director, Angelo Gordon 

Gary Chou, Executive Vice President & Senior Director, Matthews 


3:00 PM - 3:45 PM | Capital Markets: Debt Outlook

Investors have always looked to the net lease sector to provide much-needed stability during uncertain economic times. A quick recap of 2020 shows net lease performed well overall. Hear from our experts as they explore the current capital markets trends and provide an outlook for 2020 and beyond.

Speakers: 

Elyssa K. McMullen, Senior Vice President, Prudential Private Capital

Thomas Zarrilli, Managing Director, CTL Capital LLC

Ralph Cram, President, Envoy Net Lease Partners

Kyle Gore, Managing Director & Principal, CGA Capital, LLC

David Grazioli, Partner - U.S. Realty Advisors, LLC

Moderator: Greg Burns, Managing Director, Stonebriar


3:45 PM - 4:30 PM | NET LEASE Roundtable

3:45 PM - 4:30 PM

Medical Office / Healthcare

Despite unique risks when it comes to owning a medical property, the future is bright for this property type. The most common healthcare properties for a net lease are dialysis clinics, urgent care offices, and dental offices which popularity has been fueled by relocation challenges and the necessity of face to face interactions. As people begin to live longer will the need for these offices continue to fuel the net lease sector?

 

Speakers: 

  • Matthew Bear, CEO, Bear Real Estate Advisors
  • John Foulger, Director of Acquisitions - MedProperties.
  • Alfonzo Leon, Chief Investment Officer - Global Medical REIT