Real Estate Investment Summit 2021

Virtual
May 19, 2021 - May 20, 2021

1 day left

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 May 18, 2021

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

1:00pm

Frustration with Lending: The Future of Fintech

Chris Karageuzian, CEO, Help With My Loan

Jack Artinian, COO, Help With My Loan

1:20pm

Networking Break

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

Jack Artinian, COO, Help With My Loan

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:

 

  • How technology and consumer viewing preference disrupted the Film/Media distribution model and has set up a significant opportunity for content production
  • Why the ability to create quality film projects is no longer at the mercy of Hollywood and “Major Studios” and the surging growth of “Micro-Studios” and independent film infrastructure
  • “Technology rent” and project fees exceeds the “Traditional rent” models for Real Estate assets
  • Why some properties in Opportunity Zones are ideally suited for film infrastructure and how operating a studio in an Opportunity Zone presents a significant upside

 

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

1star
Hilton West Palm Beach
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.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net
  • 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

Manager vs. Investor Breakdown

    Investor Breakdown