ASSET & PORTFOLIO MANAGEMENT MEETING

Join NAREIM's Asset & Portfolio Management meeting to discuss with peers the realities of asset valuations - and practical strategies for improving budgeting and reporting in response Covid and beyond.

Through virtual roundtable discussions, candid group conversations and presentations, members share insights into the deal pipeline and underwriting - and explore the strategies surrounding active asset management.

Agenda

Day One - Tuesday, DECEMBER 8

ALL TIMES ARE Eastern time

3.00pm: Welcome comments

  • Stina Dakers, Head of programming, NAREIM

 

3.05pm: What to do with retail space?

​What type of retail properties will survive post-pandemic? With the anticipation of vacant store fronts and retail centers, how will that space be converted into profitable real state? We will dive into the key factors that will give retail a fighting chance over the next 6 months, 12months and beyond.

  • Speaker: Scott Kempton, Head of Retail Fund, Nuveen

  • NAREIM Leader: Alexander Hlavacek, The Inland Real Estate Group

  • NAREIM Leader: Shilp Shah, Nuveen

4:00pm: What's in the office pipeline?

What are the 6 month and 12 month forward assessments of the office market? What is the leasing activity for leases with expirations since the start of COVID-19 - term renewals, extensions, contractions and tenant improvements?What is the leasing activity for new, non-renewal related, leases - volume, rate and tenant improvement?​

  • Speaker: Matt Mowell, CBRE EA

  • Speaker: Joe Chiappone, CBRE EA

  • NAREIM Leader: James Pinkerton, SVP, Bailard, Inc.

  • NAREIM Leader: Allison McFaul, Managing Director, LaSalle Investment Management

 

4:30pm: Breakout groups discussions of no more than 6 

  • What are new tenant expectations?

  • How will amenities change?

  • How are you tackling ESG?

  • Are you considering all alternatives for additional revenue from your assets?

 

4:50pm: Feedback session. Breakout group leaders take notes and share them through the chat function with the wider group before reporting back to the whole room on their key takeaways.

Day Two - Wednesday, DECEMBER 9

 ALL TIMES ARE Eastern time

3pm: Welcome comments 

  • Stina Dakers, Head of programming, NAREIM

 

3:05pm: Valuations: methodologies and striking a mark in a post-Covid world.

Direct Q&A with appraisers on the methodologies being used to arrive at valuations in a world with few transactions. How are they looking to cap rates and discounted cash flows, what is their perspective on credit and vacancy losses and what is the range of rent growth assumptions, returns and marks?

NAREIM members then discuss in breakout rooms groups how they are looking at valuations within their own portfolios, and the impact of additional cap-ex and op-ex on budgets.

  • Speaker: Alexander Jaffe, Director, Advisory, Altus 

 

Breakout groups discussions of no more than 6 

Feedback session. Breakout group leaders take notes and share them through the chat function with the wider group before reporting back to the whole room on their key takeaways.

 

4:00pm: Professional Development. What's on your mind?

4.30pm: Peer networking

  • Welcome comments 

  • Format: Small group breakouts, randomly rotated after 20-minutes

EVENT CARE PACKAGE

Please fill-in the best address on our registration form to receive the event care package. This is to provide you with an all-in-one experience during the meeting.

2020 pLanning committee members

  1. Chair: James Pinkerton, Bailard, Inc

  2. Mark Hertz, AIG

  3. John Kennedy, Barings

  4. Rob Naso, BentallGreenOak

  5. Elizabeth Peacock, Deloitte Consulting LLP

  6. Alexander Hlavacek, The Inland Real Estate Group

  7. Josh Mesner, Invesco Real Estate

  8. Allison McFaul, LaSalle Investment Management

  9. Shilp Shah, Nuveen

  10. Brent McFerren, RealFoundations

  11. Eric LaCoursiere, RealPage Investment Management

  12. Kristin Paul, Stockbridge

  13. John Simone, Voya Investment Management

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