AGENDA

CRELC EXPO AGENDA

8:00 - 8:40 BREAKFAST / NETWORKING

8:45 - 9:45 OPENING SESSION - CANNABIS IN COMMERCIAL REAL ESTATE: NAVIGATING THE MINE FIELDS

Richard P. Ormand – Buchalter
Oren Bitan – Buchalter
Donte Tosetti – Bank Regulator
TBA – Investor
TBA – Retailer

9:45 - 10:45 EDUCATION SESSIONS (concurrent)

  1.  Commercial Real Estate Lending Roundtable – Learn what lenders are looking for when underwriting Investment, Owner-User and Private Money
  2. Gaining Market Share for Commercial Real Estate – Leaders from top firms discuss new ways to help you gain market share.
  3. New Tax Laws effect on Investment Property – Learn from a Tax Attorney/CPA how the new Tax Laws will effect your investment property.

10:45 - 11:00 BREAK/NETWORKING

11:00 - 12:00 LENDER PRESENTATIONS

  1. Bank of America – Kristopher Duarte
  2. Basis Investment Group – David Burt
  3. BofI Federal Bank –  Fred Ornelas
  4. CleanFund Commercial PACE – Chris Robbins
  5. Clearinghouse CDFI – Brian Maddox
  6. Fidelity Mortgage Lenders – Herb Nunez
  7. First Foundation Bank – Michelle Li
  8. Forbix Financial – Matthew Savalas
  9. Keypoint Credit Union – Steven Weiler
  10. Luther Burbank Savings – Gabe Basso
  11. Parkview Financial, LLC – Larry Perry
  12. Pacific Premier Bank – Don Sonsma
  13. Provident Bank – Gina Koenen
  14. ReadyCap SBA Lending – Cliff Taylor
  15. Silver Hill Funding – Bob Worthington
  16. Spectrum Commercial Lending – Randy Jones
  17. Umpqua Bank – Chuck Carrillo
  18. Velocity Mortgage Capital – Shawn Denton
  19. Walker Dunlop – Steven Hinds
  20. Well Fargo Bank-  Roy Chiovari

12:00 - 12:45 LUNCH

12:45 - 1:30 LoanMakersTM Forum

1:30 - 2:00 BREAK/NETWORKING

2:00 - 2:45 WHAT COULD POSSIBLY GO WRONG?

This Panel will help navigate you through actual transactions that have gone wrong and what was done to close the deal.

  • Jeff Hudson – Walker & Dunlop (Moderator)
  • Paul Chandler – Property Sciences Group (Appraisal)
  • Jay Grenfell – Partner Engineering & Science (Environmental)
  • Ryan Huntsman – Chicago Title Company (Title/Escrow)
  • TBA – RE Broker (Real Estate Inventment Sales)

2:45 - 3:00 BREAK

3:00 - 3:45 COSTAR ANNUAL COMMERCIAL REAL ESTATE MARKET DATA

This session will be a view of the Northern California Commercial Real Estate Market by the most reliable data of the many companies of CoStar, including LoopNet and Apartments.com.

  • Moderator: Keith Theige – Sr. Sales Executive, CoStar, LoopNet, Apartments.com
  • Commercial RE Markets, Jesse Gundershim, San Francisco Market Economist, CoStar Group
  • Multifamily Markets, Katerina Cheok, Sr. Market Analyst, CoStar Group

3:45 - 5:15 NETWORKING & COCKTAILS