Real Estate Investment Summit 2021
Virtual
May 19, 2021 - May 20, 2021
Virtual conferences are playing a crucial role in this time of remote work and digital business by allowing organizations to adapt in a world going through new challenges. These changes are not only altering the way we do business now but will alter the way we do business in the future.
At Opal Group, our goal is to become a valued partner to the financial investment world by providing options for companies and individuals to connect with one another in their efforts to share information, deal flow, and foster relationships that fuel your efforts to reach your target market. Today, Opal Group is proud to offer customized live virtual conferences that combine market timely ideas and industry specific topics – produced to connect like-minded individuals and companies. This new digital offering can help expand your brand’s reach, position speakers as thought leaders, and connect with potential prospects amidst the world’s current climate.
Opal Group is happy to announce the Virtual Real Estate Investment Summit. This event will bring together Real Estate Funds, LPs, and Real Estate Service Providers for two days of networking and sharing best practices. Our agenda covers a broad range of topics covering various real estate investment opportunities. Industry experts will gather virtually to discuss the overall Real Estate Economy, Regulatory/Tax Issues, Opportunity Zones, Value-Add and Opportunistic Investments, Distressed Real Estate, Real Estate Debt and Alternative Financing Strategies, Opinions from Family Offices, and many more.
To request our current agenda, participant list and sponsors
Current as of
|
Schedule is in EDT |
|
| 8:00am |
Conference Opens |
| 8:55am |
Welcoming Remarks |
| 9:00am |
Commercial and Real Estate Market Outlook
Moderator
Ron Diamond, CEO, Diamond Wealth Strategies
Panelists
DJ Van Keuren, Co-Managing Member, Evergreen Family Office Management Ian Selig, AVP Investor Relations, Safehold Glenn R. Mueller, Ph.D., Academic Director, Family Office Real Estate Institute Brad Hunter, President, Hunter Housing Economics |
| 9:40am |
Networking Break |
| 9:50am |
Sourcing Deal Flow Opportunities, Acquisitions & Due Diligence in Today’s Real Estate Market
Moderator
Matthew May, President, May Realty Advisors
Panelists
Antonio Curia, Executive Director, Wimmer Family Office (MFO) James Armistead, Vice President – Development, Fairfield Residential Rakeshh Gupta, Founder & Chief Executive Officer, SayeNvest Capital Advisory Limited Mark Partin, Principal, Milborne Land Group |
| 10:30am |
Networking Break |
| 10:40am |
Value-Add and Opportunistic vs. Core and Core Plus Investments
Moderator
Michael Greene, Managing Partner, Development Law Group
Panelists
Desiree Patno, CEO, NAWRB Steve Fifield, Chairman & CEO, Fifield Companies (SFO) |
| 11:20am |
Networking Break |
| 11:25am |
Building Wealth For Generations: The SAFE way to Invest in Real Estate Ian Selig, AVP Investor Relations, Safehold |
| 11:45am |
Networking Break |
| 11:50am |
Retail Opportunities in a Post-Pandemic World Andy Wiener, President, Rockstep Capital Tim Koltermann, CIO, Rockstep Capital |
| 12:10pm |
Lunch Networking & ‘Zoom’ Breakout Session & Exhibitor Showcase |
| 1:30pm |
Back to School: Investing in Student Housing Carl Olzawski, Principal, Chain Bridge Capital LLC |
| 1:50pm |
Networking Break |
| 2:10pm |
Real Estate Debt and Alternative Financing Strategies
Moderator
James Leach, President, Leach Family Holdings (SFO), Rhode Island PBS Foundation
Panelist
James Fried, President/Founder, Sandstone Realty Advisors Yakhin B. Israel, CCIM, Principal, Twin Pillar Capital David Repka, President, Bison Financial Group |
| 3:00pm |
Networking Break |
| 3:10pm |
Analyzing the Residential Markets: Multi-Family vs. Single Family
Moderator
Sasha Bernier, Senior Vice President/Investment Committee, Cheltenham Investments (SFO)
Panelists
Jeff Klotz, Principal, The Klotz Companies - Klotz Family Office (SFO) Keith Danko, Founder and Managing Member, Witherspoon Partners |
| 3:50pm |
Networking Break |
| 4:00pm |
Film Production, Real Estate and Opportunity Zones – the Perfect Trifecta for RE Investors seeking returns, incentives and protection in uncertain times
Danny Hughes brings another high impact Keynote that expands the boundaries and explores innovative strategies for the Opal Real Estate, Family Office, Private Wealth, Impact, and Alternative Investor communities. This time profiling the exploding opportunity in film and media production, the demand for “micro-studios”, and the compounding benefits inside of Opportunity Zones. Danny will bring the Co-Founder and President, Joey Difranco and Co-Founder and CEO, Seth Hummel, both from 1913 Media Group, to provide the Opal community valuable insights on:
1913 will walk the audience through the “ideal project” located in the Ohio Valley providing the Opal Real Estate Investor community a real world example of the “Perfect Trifecta” in action. This is one you will not want to miss
Moderator
Daniel Hughes, Founder/Co-creator of Athletes Influence, Partner, LOHAS Advisors
Panelists
Joey Difranco, Co-Founder and President, 1913 Media Group Seth Hummel, Co-Founder and CEO, 1913 Media Group |
| 5:00pm |
Closing Remarks
Virtual Cocktail Reception – Zoom Link Provided at the end of the last Panel |
| 6:30pm |
Day 1 Concludes |
|
Schedule is in EDT |
|
| 8:00am |
Conference Opens |
| 8:55am |
Opening Remarks |
| 9:00am |
Single Family Rentals: Red Hot Investment Opportunity
Moderator
Terri Thomas, Partner, TNT Law Group
Panelists
John Bielefeldt, Partner, Crown Capital Group Al Dinicola, Partner, Pelican Development Michael Kovacs, Partner, Alpha Edge Management |
| 9:40am |
Networking Break |
| 9:50am |
New Developments in the Retail, Office and Industrial Real Estate Strategies
Moderator
Stuart Caplan, Chief Investment Officer, Partner, Apex Financial Advisors (MFO)
Panelists
CJ Follini, Chief Investment Officer, Noyack Family Office (MFO) Phillip Vitale, Chief Executive Officer, Evolytical LLC |
| 10:30am |
Networking Break |
| 10:40am |
Opportunity Zones, 1031 Exchanges, Tax Efficient Strategies – Hot Sectors
Moderator
Dr. Alexandra Cook, CPA, CGMA, CFF, AAIA, Managing Director, Sunburst Enterprises, LLC (SFO)
Panelists
Prashant Doshi, Founder, Shreem™ AI LLC Mark Elliott, Managing Partner, SC Opportunity Fund, LLC Brett Swarts, Founder, Capital Gains Tax Solutions |
| 11:15am |
Networking Break |
| 11:25am |
Homes Reimagined: First Sustainable 3D Printed Community Basil Starr, CEO, Palari Group |
| 11:45am |
Networking Break |
| 11:55am |
Necessity Retail Real Estate: How American Finance Trust (Nasdaq: AFIN) Creates Value for Investors with a Misunderstood Asset Class
Fireside Chat with
Ori Kravel, Senior Vice President, AR Global
Interviewed by
Jacques Cornet, Partner, ICR |
| 12:15pm |
Exhibitor Showcase & Networking Break |
| 1:00pm |
Managing Risk in Anticipation of a Market Dislocation and Rebalancing
Moderator
James Solomon, Founder & Managing Partner, Ravinia Capital Group (SFO)
Panelists
Simen Munter, Strategic Advisor - Business Strategies and Risk, SayeNvest Capital Advisory Limited Mark Weinstein, President, MJW Investments Bill Voeller, CEO, Voeller Construction |
| 1:40pm |
Networking Break |
| 1:50pm |
LP Allocator Roundtable: Where are Investors Headed
Moderator
Kamil Homsi, Founder & Chief Executive Officer, GRC Investment Group (Dubai) (SFO)
Panelists
Thomas Haug, Chief Executive Officer, Managing Member, Aspen Tree Advisory Josh Roach, Managing Partner and Family Principal, Lloyd Capital Partners (SFO) |
| 2:30pm |
“Happy Hour” Zoom Networking Session |
| 4:00pm |
Conference Concludes
Platform will stay open for a full week afterwards with on-demand content from the 2 days and networking |
West Palm Beach, FL
(connects to Palm Beach County Convention Center) 561.231.6000
• Rooms are available only to those participants who are registered conference attendees.
• Rooms will not be guaranteed without a credit card.
• Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
• The name on the form will be the name of the guest room.
Palm Beach International Airport
Distance from Hotel: 3 mi.
Drive Time: 10 min.
Taxi: $13.00 USD
Guests can enjoy our complementary airport shuttle to the hotel from PBI.
Fort Lauderdale/Hollywood International
Distance from Hotel: 35 mi.
Drive Time: 45 min.
Registration Pricing
| 1 user/pass | |
|---|---|
| GP / Service Providers | $295 |
| LP / Allocators | Complimentary* |
| Discounted pricing on multiple passes available. Please contact your Opal Representative or info@opalgroup.net for additional details. |
*Subject to Opal Group’s verification and approval. Only individuals who are solely investing on their own behalf can be verified for a complimentary pass. Solution Providers, Fund Providers as well as Business Development, Sales and Marketing Managers to 3rd parties will not be able to receive complimentary access. As investment portfolios/strategies are constantly changing, we reserve the right to re-verify past delegates for future complimentary passes.
- Private equity real estate performance—including core, core-plus, opportunistic and value-added
- Deal flow by commercial property type, i.e., industrial, multifamily, office space, retail
- Sourcing debt, leaseback and private equity capital for commercial real estate investment and development
- The rise of private real estate debt
- Joint venture debt and equity financing
- REIT sector outlook and analysis
- Fundraising and deal structuring
- The Impact of Covid-19 on real estate assets
- Distressed Real Estate
Live and on-demand video panels/presentations with Q&A
Exhibit Hall with branded interactive booths
Live chatting options in sessions & lounge areas and private direct messaging to attendees for peer to peer networking
Zoom ‘Happy Hours’ for all conference attendees to connect
- Public pensions
- Corporate pensions
- Endowments and foundations
- Non-discretionary investment consultants
- Law firms
- Private equity real estate managers
- REITs
- Real estate investment funds
- Real estate developers and property managers
- Fee-only investment advisors
- Family Offices
- Accounting firms
