April 3, 2019
6:00 PM - 8:00 PM | Networking Cocktail Reception Hosted by W. P. Carey
April 4, 2019
8:00 AM - 8:30 AM | Registration & Networking Breakfast
8:30 AM - 8:35 AM | Opening Remarks
8:35 AM - 9:35 AM | Keynote - Economic Forecast for the US Economy: Economists Panel
The US Economy will remain at peak performance through the end of 2018. Consumer and business confidence are key. A strong labor market is driving consumer spending forward. While corporate tax cuts are helping to fuel record profit levels. For most 2019 is set to be another strong year but how long will the good times last? Our panel of acclaimed economists will discuss the growth outlook for the US economy and its core regions in 2019 and beyond, and the major sectors of the economy that will provide the best opportunities for growth.
9:35 AM - 10:25 AM | State of the Industry & Market Analytics
10:25 AM - 10:55 AM | Networking Break
10:55 AM - 11:45 AM | Net Lease REITs: Bull or Bear?
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 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 2019.
- Cost of capital
- Operating efficiency and value
- Sector consolidation
11:45 AM - 12:35 PM | Sale-Leasebacks: 2019 Market Outlook
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 2018 transactions, provide insight into what buyers and sellers are looking for and discuss the top opportunities in healthcare, industrial, office, and retail.
12:35 PM - 1:30 PM | Networking Lunch
1:30 PM - 2:20 PM | Capital Markets Update and Implications for What's Next
Investors have always looked to the net lease sector to provide much-needed stability during uncertain economic times. A quick recap of 2018 show net lease performed well overall. While demand for assets in the net lease sector remains strong, will the pressure on cap rates from the increase in treasury yields impact this sector’s staying power. Will this sector continue to reign in 2019?
2:20 PM - 3:10 PM | Corporate Real Estate Panel
Our panel of corporate real estate directors will discuss their CRE strategies and how they are adding value to their originations. What impacts their decisions to own or lease, strategic approach to administering leases and unused space, demolishing, selling, acquiring, and, if needed, new properties.