FORUM AGENDA

MONDAY, JUNE 16

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3:00PM – 5:00PM

"DEALS IN A DAY"
A working afternoon of getting potential deals done

Real estate investors and deal principals are invited to join their colleagues, along with sales and leasing agents, investment transaction service providers, managing principals and capital sources, for an afternoon of refreshments and extended discussions about existing projects. You are invited to come to this networking opportunity, bringing your potential real estate deal opportunities, lending programs, investment search criteria, and property purchase/lease opportunities. The Real Estate Investors' Forum will provide a platform to hold discussions with your deal counterparts at this working afternoon.

LOCATION: Bowie Room

5:30PM – 7:00PM

WELCOME COCKTAIL RECEPTION

Meet and network with your forum speakers, sponsors and attendees

LOCATION: Bowie Room

TUESDAY, JUNE 17

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8:00AM – 8:55AM

GROUP BREAKFAST MEETING

LOCATION: Bowie Room

9:00AM – 9:45AM

THE CHALLENGE OF COMPETING FOR VALUE-ADDED DEALS

In today's global marketplace, large amounts of investment dollars are being raised to be dedicated to value-added real estate ventures. The competition for stabilized high-quality assets is also a critical consideration for investors and managers looking for transitioning and lease-up properties. Join these discussions to hear how you can position your real estate investment strategy to win these highly sought-after deals. The session will also include insight into where the hot national and regional markets are today, and where growth opportunities may be emerging in secondary and tiertiary markets.

LOCATION: Travis Room

9:50AM – 10:45AM

USING HIGH LEVERAGE AND A STRUCTURED CAPITAL STACK

Real estate investors are becoming more savvy about opportunities in leveraged assets. This session will look into building a favorable capital stack. How to mamimize your initial investment exposure while holding the key to upside potential in unstabilized properties is the session's focus. The discussions will also present ways you can initiate investment deals, create levels of ownership, and benefit from bridge, mezzanine and equity financing.

LOCATION: Travis Room

10:45AM – 11:00AM
MID-MORNING BREAK

LOCATION: Bowie Room

11:00AM – 11:45AM

FINDING VALUE IN DISTRESSED AND SUBPERFORMING ASSETS

Value can be intelligently acquired through distressed buildings, yielding excellent returns to the savvy investor. In this session, you can gain insight into how distressed assets can be valued with unconventional methods. A look into potential turnaround situations and a hands-on management approach will reveal how subperforming and distressed buildings have netted large gains to owners and operators.

LOCATION: Travis Room

11:45PM – 12:25PM

INVESTING IN COMMERCIAL REAL ESTATE DEBT AND MORTGAGE FINANCE PAPER
Mortgage-backed bonds and real estate opportunity investment funds

Your are invited for a ground-floor look into the world of institutional real estate investing through commercial mortgage-backed securities, high yield real estate investment funds, commercial real estate collateralized debt obligations and other capital markets products. Given the current state of the mortgage- backed investment space, this session gives attendees insight into how seasoned players benefit from holding positions in mortgage paper, junior liens, and other mortgage-backed asset management opportunities. SPECIAL INVESTOR SESSION.

LOCATION: Travis Room

12:30PM – 1:30PM
GROUP LUNCHEON

LOCATION: Bowie Room

1:45PM – 2:25PM

CREATING VALUE THROUGH BROWNFIELDS AND "SUBSTANTIAL" REHABILITATION PROJECTS

During this session, you will gain insight into how to successfully invest in environmentally-challenged projects. Hear how to interface with regulators and other stakeholders of environmental cleanup sites. Also, gain insight into methods of hiring and monitoring critical cleanup and rehabilitation related to:
• Blighted redevelopment areas
• Toxic site remediation efforts
• Change-of-use investment projects
• Unique challenges of waterfront sites
• Overcoming due diligence challenges

LOCATION: Travis Room

2:30PM – 3:15PM

STRATEGIES FOR STRENGTHENING YOUR DEAL SPONSORSHIP
Making stakeholders comfortable with your investment plan

Attend this session and hear how deal principals and the asset operators can enhance the standing of a deal in the sight of potential financing providers. Uncover ways you can create value by bringing in operation partners and other specialists to make financing (particularly high-leverage packages) happen under favorable terms. Finally, hear how the basic legal structure of your real estate investment business can affect your ability to obtain favorable financing terms.

LOCATION: Travis Room

3:15PM – 3:30PM
MID-AFTERNOON BREAK

LOCATION: Bowie Room

3:30PM – 4:15PM

REALIZING YOUR TRANSITIONING ASSET'S EXIT STRATEGY

At this wrap-up session, investors will hear various exit strategies for transition properties. The process of realizing value through rehabilitation, recouping cost, and managing the tax consequences of an exit strategy will be the focus here. Ranging from the use of TICs to remain in control of an asset while maintaining favorable tax consequences, to a property trade up, investors will have an opportunity to explore the various options available.

LOCATION: Travis Room

4:15PM
FORUM CONCLUDES

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