IPAConnect is the industry's most interactive private placement deal making event - where private market thought leaders came together to meet issuers, and collaborate with distribution partners and professional advisors.
IPACONNECT 2022 ATTENDING FIRMS
1776 Wealth LLC
Accretive Wealth Management
Advisory Group Equity Services. Ltd
Alternative Investment Exchange (AIX)
American Portfolios Financial Services Inc.
Andalusian Wealth Management
AOG Wealth Management
Apollo Global Mangement Inc.
Ashford Securities LLC
Avantax Wealth Management
Berthel Fisher & Company Financial Services Inc.
Benchmark Investments, LLC
Bluerock Real Estate
Bourne Financial Group
Calton & Associates, Inc
Cambridge Investment Research Inc.
Carter Funds, LLC
Carter Multifamily, Fund Management, LLC
Cavria Advisors, LLC
Cetera Financial Group
Clarity Capital Partners, LLC
Crescent Securities Group, Inc.
Cunningham & Frank, PLC
DAI Securities, LLC
Doceo Wealth, LLC
Emerson Equity LLC
First Financial Equity Corp.
Foundations Investment Advisory
Four Springs Capital Markets
Four Springs 1031 Xchange
Great Lakes Fund Solutions, Inc.
Hana Solutions LLC
Hines Securities, Inc.
Independent Financial Partner Securities, LLC
Inland Securities Corporation
IPI Wealth Management
Kutak Rock LLP
LEX Markets LLC
MCI – Megatel Capital Investments
MDS Energy Development, LLC
Mick Law P.C.
Mountain Dell Consulting
MSF Capital Advisors
Nobles & Richards, Inc.
Pacific Oak Capital Markets
Parsonex Capital Advisors, LLC
Peachtree Hotel Group
Phoenix American Financial Services, Inc.
Protected Investors Of America
Provident Wealth Advisors LLC
Realized Holdings, Inc.
Rep Driven Results, LLC
Sandy Bay Partners
Seasons Investments, LLC
Skyway Capital Markets
Strategic Capital Fund Management
Synergy Wealth Management
Snyder Kearney, LLC
The Bowman Law Firm, LLC
The Strategic Financial Alliance
Thornhill Securities, Inc.
Triton Pacific Securities
U.S. Energy Development Corporation
Vanderbilt Financial Group
Walton Global Holdings, LLC
Wealthforge Securities, LLC
Wealthforge Technologies, LLC (Altigo)
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.
Co-President, FactRight, LLC
Four Springs Capital Markets
Managing Director, Investment Management,
President, Bluerock Value Exchange & Managing Director, Bluerock
Co-Founder & CEO,
Pacific Oak Opportunity REIT
Senior Managing Director,
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 firstname.lastname@example.org.
President, Orchard Securities, LLC,
Managing Director, Mountain Dell Consulting
Senior Vice President, Education Strategy and Programs,
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.
Managing Member, Snyder Kearney LLC
Head of Due Diligence,
Cetera Financial Group
Senior Vice President, Due Diligence Analyst & Product Manager, American Portfolio Financial Services, Inc
Chief Investment Officer,
DAI Securities, LLC
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.
Partner, Kutak Rock LLP
The Bowman Law Firm
Partner, CAO & General Counsel,
SVP of National Accounts,
Founder & Principal,
WealthForge & Altigo
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.
CEO, 1776 Wealth LLC
Head of Real Estate Investment Management,
Strategic Capital Fund Management, LLC
DUE DILIGENCE SYMPOSIUM PRESENTATIONS
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.
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.
Dallas Whitaker, CEO
Bill Shea, VP, National Accounts
SOLVING THE AFFORDABLE HOUSING CRISIS
We’re in the midst of a housing crisis. Currently, there’s more than a six-million-unit shortage in the United States. Demand for new, for-rent and for-sale housing is significantly outpacing development. Economic uncertainty, chronic underbuilding, and rising construction costs have made housing unattainable for everyday working families. EVC Multifamily Fund 6 will use traditional on-site and/or modular off-site construction capabilities to take a single-family approach to multi-family development. This gives working families access to more affordable housing and investors the opportunity to benefit from multifamily efficiencies, financing, and exit potential.
Jed Linsider, Chief Investment Officer
Andy Marrone, RVP, Sales
Michelle Moore, VP, Sales and Distribution
EXCHANGERIGHT REAL ESTATE: RESILIENT INCOME STRATEGIES
Director of National Accounts Geoff Flahardy and Vice President Larry Baron covered ExchangeRight’s multiple product platform, bringing 1031, Value-Add, and REIT investment strategies to retail investors. We also highlighted the benefits and performance of a net-lease approach to real estate.
In our time together, we will focused on ExchangeRight’s:
- Firm and Platform Overview
- 2021 Performance Update
- Platform Spotlight: Essential Income Strategy
ExchangeRight and our affiliates’ vertically integrated platform features over $4.6 billion in assets under management, diversified across over 1,000 properties, over 18 million square feet, and throughout 44 states. More than 6,300 investors have trusted ExchangeRight to manage their capital.
Geoff Flahardy, National Accounts Director
Larry Baron, Vice President
OUT OF ADVERSITY COMES OPPORTUNITY!
We heard from Chief Distribution Officer Rick Vitale, CFA about Legendary Capital’s product platform and how it is transforming investment activity in the hospitality space. Shared meaningful updates regarding: • Legendary Capital’s Equity Preservation UPREIT (EPU) transactions, our patent-pending, accretive property contribution structure for Lodging Fund REIT III • Legendary Capital’s LA-1 Bonds: A corporate bond offering with a 1-year maturity and 6% coupon rate • Legendary Capital’s Accel QOF 2 offering, a new, unique and very compelling QOF program Legendary Capital has developed these investment strategies and vehicles to take advantage of investment opportunities in today’s hospitality industry. We discussed how we are doing that while we continue to Take Care of the Capital℠.
Rick Vitale, CFA, Chief Distribution Officer
DELIVERING ALPHA IN NATUAL GAS
Our approach to development has always been systematic, long term, and generational as a family office. Natural gas proved to be cyclical, yet steady during COVID and during reopening for our Partners. Headlines and weather dominate short term volatility in natural gas pricing, while long term bullish demand remains steady for the commodity. Asset allocation will continue to reward those that understand these basic principles of the Patch, and continue to benefit E&Ps with the ability to cashflow — current and legacy projects — in 2022 whether or not we see continued price recovery. We shared how we manage downside risk and deliver Alpha to our Partners.
Woody Soemantoro, Executive Vice President of Due Diligence
Zach Avi, Executive Vice President of Investments
NEXPOINT’S PLATFORM AND 2022 INVESTMENT OUTLOOK
NexPoint is a leader in real estate alternative investments with over $15 billion in real estate acquisitions across multifamily, single family rental, self-storage, life sciences and industrial. We discussed more about our diversified alternatives platform and how our capital markets expertise led us to a record-breaking year in 2021. We discussed our robust pipeline of DSTs, two upcoming Reg-D offerings, and executive management’s other strategic initiatives for 2022.
Dustin Norris, President & Head of Distribution
Angela Barbera, Managing Director
Micah Jordan, Director
INNOVATIVE OPPORTUNITIES IN CONSERVATION AND ENERGY
Sandy Bay Partners is a forward-thinking alternative investment sponsor that provides unique and dynamic real estate programs to accredited investors. We design and manage opportunistic offerings that include energy development and conservation easement options. Our strategies are environmentally, socially, and economically impactful. By working with best-in-class landowners, legal and industry partners, our goal is to deliver market-leading, innovative, tax-advantaged investment opportunities to our investors.
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
The last several years have been extremely exciting in the oil & gas sector. The current market and political environments have provided a unique entry point into the space. We discussed how different energy investment structures ranging from QOFs, Drilling Funds, Acquisition Fund, and 1031s can creatively provide case planning tools for high-net-worth clients. A deep dive into what investments we have available today for clients who are looking for great options to defer capital gains, create tax free income, and create tax free growth.
Matthew Iak, EVP & Director
Mike Haven, EVP