Acquiring and Managing Commercial Real Estate Assets

As market forces and the lingering pandemic puts pressure on all aspects of our economy including commercial real estate, portfolio managers are actively engaged in maximizing the financial performance of existing assets and unearthing the next market opportunity.

If you’re wondering what the next hot sector will be, we heard directly from leading portfolio professionals about what is on the horizon and why we should invest now. Some think they should continue doing the same thing and pursuing the same strategies as if there wasn’t a pandemic. Buy. Sell. Rent. But the top portfolio managers know they need to do more, understanding that some regions in the country and certain sectors are stronger and healthier than others.

Leading portfolio managers shared what they have learned over the past year and how these lessons have better prepared them as they seek to build on their strong performance and continue to offer industry leading institutionally managed investment opportunities to Main Street investors.

PDI Capital Markets Update

The team of industry thought leaders will unpack driving factors behind the latest numbers and take an in-depth look at the continued resiliency of the portfolio diversifying investments industry, while also discussing what is in store in 2022 and beyond.

Investor capital is rapidly accelerating into non-traded REITs, based on clearly demonstrated performance over the past few years. Investments in 1031/DST and other private market programs hit record levels in 2021, while the formation of new private placement funds continues recent growth trends.

As we kick off 2022, the IPA and our team of expert panelists unpacked the driving factors behind the latest numbers and take an in-depth look at the continued resiliency of the portfolio diversifying investments industry, as we also discussed what is in store for 2022.

* FOR ATTENDEES ONLY – To request a copy of these presentations please email ipaadmin@ipa.com.

Due Diligence Hot Topics for DSTs

This session took an in-depth look at the most pertinent aspects of performing a due diligence review of a 1031 like-kind exchange offering in the current market from the viewpoint of broker-dealer industry experts.  Panelists discussed their firms’ standard processes and procedures for analyzing and onboarding a 1031 offering, including review of operative agreements, financial projections, third-party reports, leverage and sponsor prior performance, as well as a discussion of resolving due diligence challenges encountered in the current market environment.

Facts & Fiction About 506(c)

Since its inception, there has been a lot of mythology and fear regarding the usage of the 506(c) offering. It’s time to dispel the myths and take a hard look at the facts and law on the exact benefits and risks that are associated with 506(c). We addressed these misconceptions, how the 506(c) structure can be beneficial for firms and their clients and identify best practices for the industry. This session addressed common misconceptions, structural benefits, and industry best practices.

Real Asset Investing – What We Need to Know

Broker-dealers and advisors are on the front lines, helping Main Street investors by providing critical investment advice and opportunities to preserve the essential financial resources they worked their entire lives to save.  Many retail investors have amassed stock and real estate portfolios through decades of sweat and tears.  These investments have proven to be both a blessing and a challenge.  As investors reach for their retirement dreams, they often seek alternative, real asset investments strategies as a means of diversification.

A growing number of real asset investment options have emerged in the retail private markets, offering a valuable investment alternative, providing investors options to investment in institutionally managed strategies, previously accessible only to institutional investors.

As we emerge from the grips of the pandemic, advisors proactively responded to the concerns and needs of their clients through an expanding investment landscape.  A panel of alternative investment thought leaders will share direct insights around the growing market of real asset investments.  The panel will discuss the unique risk characteristics, market opportunities, suitability, liquidity in addition to:

• How broker-dealers and advisors are navigating the evolving market conditions and how can industry partners support their efforts.
• Volatility and challenges with identifying the most suitable investment opportunity.
• How they assist the financial professional to help them gain comfort around the investments they represent.

INCOME STRATEGIES IN LODGING

With US inflation hitting its highest level in 40 years this January, hotels, given their ultra-short-term leases, are uniquely positioned to outperform other classes of real estate. Braemar Hotels & Resorts, a luxury lodging REIT traded on the New York Stock Exchange, is offering a non-traded preferred stock that provides investors with an opportunity to achieve high levels of income at a preferred position in the capital stack. Braemar’s existing portfolio of 14 luxury and upper-upscale hotels and resorts provides dividend coverage from day one. While a new entrant in the alternative investment community, the advisor’s (Ashford) legacy in the lodging industry dates all the way back to the 1960’s. Our session will provide a Braemar performance update, lodging industry outlook and discuss how the non-traded preferred product may benefit a client’s overall portfolio strategy.

PRESENTED BY:
C. Jay Steigerwald III, President – Head of Distribution
Carly Hoeler, CPA, Senior Vice President – Head of Business Development
Josh Rubinger, Senior Vice President – Head of National Accounts

INVESTING IN HIGH-GROWTH REAL ESTATE: CREATING VALUE THROUGH ANY MARKET CYCLE

Carter Exchange is a Carter Funds company backed by a team of experts with decades of real estate investment experience and established relationships in both the broker-dealer and real estate brokerage communities. Our investment strategies focus on high-growth industries, risk-adjusted returns, a commitment to excellence and transparent communication. The Carter Funds leadership team has completed over $86 billion in commercial real estate transactions and stands ready to provide seamless end-to-end solutions, including site selection, acquisition and management services.

PRESENTED BY:
Dallas Whitaker, CEO
Bill Shea, VP, National Accounts

OUT OF ADVERSITY COMES OPPORTUNITY!

PRESENTED BY:
Rick Vitale, CFA, Chief Distribution Officer

DELIVERING ALPHA IN NATUAL GAS

PRESENTED BY:
Woody Soemantoro, Executive Vice President of Due Diligence
Zach Avi, Executive Vice President of Investments

NEXPOINT’S PLATFORM AND 2022 INVESTMENT OUTLOOK 

PRESENTED BY:
Dustin Norris, President & Head of Distribution
Angela Barbera, Managing Director
Micah Jordan, Director

INNOVATIVE OPPORTUNITIES IN CONSERVATION AND ENERGY

PRESENTED BY:
David Johnson, Managing Partner
Eric Pueschel, EVP – Western Region
Krista Hughes, Vice President of Operations 

WHAT’S THE EXCITEMENT IN ENERGY TODAY? DRILLING & Q2OZ OPPORTUNITIES 

PRESENTED BY:
Matthew Iak, EVP & Director
Mike Haven, EVP