October 28, 2021
8:00 AM | Registration & Networking Breakfast
Over the last year, net lease transactions have made headlines as one of the most stable and profitable investments across the CRE landscape. For tenants, the flexibility of a net lease agreement became more and more appealing, as many business owners navigated economic recovery. In the opening session, we will explore the incredible rise of net lease agreements, and look beyond at the unique opportunities available for all players within the net lease value chain.
Keynote Speaker: Ryan Severino, CFA, Chief Economist, JLL
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 challenges for 2022.
Moderator: Ryan Severino, CFA, Chief Economist, JLL
Gino Sabatini, Managing Director, Head of Investments, W. P. Carey
Gordon Whiting, Managing Director, Angelo Gordon
Coler Yoakam, Senior Managing Director Corporate Finance & Net Lease Platform Leader, JLL
10:30 AM | Morning Networking Break
11:00 AM | The Evolution of Net Lease REITs
During our spring Net Lease conference, a panel of industry-leading REITs sat down to discuss the rapidly changing landscape of Net Lease, and how the uncertainty and chaos of the pandemic has impacted this industry as a whole. During this session of the REITs overview, we will examine possibilities for growth in the western market, emerging opportunities for investors, and shifts that may be here to stay.
- Challenges for REITs in the west coast market vs other regions (east)
- Growing sectors and sustainable opportunities
- Shifting focus to niche office players
Moderator: Cynthia Daly SVP & Head of Underwriting Four Springs Capital Trust
Barclay Jones, Executive Vice President, Investments iStar
Dan Lovitz, Senior Vice President, Acquisitions, VEREIT
PJ Behr, Vice President, Acquisitions, Spirit Realty Capital
11:45 AM | Sector Spotlight: OFFICE
Join us for this 20-minute in-depth submarket case study, where our speakers will examine the impacts of the pandemic on the office sector, and what the road to recovery for this once leading sector might look like.
12:05 PM | Sector Spotlight: HEALTHCARE
Join us for this 20-minute in-depth submarket case study, where our speaker will examine the impacts of the pandemic on the healthcare sector, and how this asset class has become one of the most sought-after investments.
12:25 PM | Networking Lunch
1:30 PM | A Look Into Capital Markets
Throughout 2021, net lease managed to provide much-needed stability in spite of a most volatile year. For many investors, the well-performing sector became a sense of security that many other investment sectors failed to deliver. Hear from our experts as they explore the current capital markets trends and provide an outlook for the remainder of 2021 and beyond.
Moderator: Elyssa K. McMullen, Senior Vice President, Prudential Private Capital
Gary Chou, Partner, Berkeley Capital Advisors
Miguel Jauregui, Director, Capital Markets, SAB Capital
2:15 PM | Sector Spotlight: RETAIL
Join us for this 20-minute in-depth submarket case study, where our speakers will examine the impacts of the pandemic on the retail sector and will discuss untapped opportunities for future growth.
2:35 PM | Sector Spotlight: INDUSTRIAL
Join us for this 20-minute in-depth submarket case study, where our speakers will examine the impacts of the pandemic on the Industrial sector, and how e-commerce has catapulted industrial properties to a top asset class.
Sale-Leaseback transactions are poised to play a larger role in economic recovery than any other leasing transaction in the CRE market. Consequently, Sale-leasebacks are positioned to be one of the most secure investments moving forward. During this highly engaging panel, you will hear case studies in how this once niche transaction has become an ideal alternative for struggling sectors such as big-box retailers, restaurants, and office space.
Moderator: Vincent Polce, First Vice President, CBRE Capital Markets
Chris Capolongo, Managing Director, Angelo Gordon
William Broms, Chief Investment Officer, Modiv Inc.
3:45 PM | Afternoon Networking Break
4:15 PM | The Shifting Landscape of Development
During this collaborative session, developers from across the net lease sector will come together to discuss the current landscape and development fundamentals right now. Who is growing? Who isn’t? Is there a shortage of inventory or an excess? Where are we at with distress rates and how can we leverage new opportunities in a changing marketplace? What does the future look like for developers and property owners moving forward?
5:00 PM | Addressing West Coast Market Disruption
As the country navigates an uneven recovery, some western regions were the hardest hit with the fallout from extended lockdowns and business limiting regulations. Economic and political unrest has led to what many economists are referring to as “a mass exodus” from densely populated urban cities across the west coast. However, with every challenge comes untapped opportunity, including an increased footprint in suburban markets, medical/healthcare demands at an all-time high, and the increased need for industrial fulfillment space. This session will explore all this and more during a highly engaging and thought-provoking panel.
Judi Butterworth, Senior Vice President, Orion Investment Real Estate
Jim Hamilton VP, Acquisitions, Brixton Capital