National Net Lease Investment Conference

A special one-day event examining the current state and future direction of the net lease industry

Produced by National Real Estate Investor and RetailTraffic.com

Introducing NREI Live The new standard in commercial real estate: conferences, events and webinars.	Date: Thursday November 1, 2012 Time: 8:00 AM - 6:00 PM Place: 353 North Clark Street, Chicago, IL 60654
Following a robust year where transaction volume topped $18 billion, the net lease market continued positive trends in 2012. What's the outlook for 2013? Join us for this full-day event as leading experts explore the business opportunities for the coming year.

Who Should Attend: Owners Financial firms Investors Brokers Corporate real estate executives Attorneys Title insurance firms Property engineers Appraisers	Topics Being Discussed Include: Single tenant development outlook Sale leaseback market overview Joint venture equity for NNN developers Single tenant retailer expansion plans Research insights on the single tenant market DST ownership structures More to be announced

Patron Sponsors:

Corporate Sponsors

For information about sponsorship opportunities, contact:

Jonathan A. Schein
Practice Leader
[email protected]
212-204-4205

Marianne Rivera
Publisher
[email protected]
312-840-8466

conference agenda announced

General Sessions

7:30-8:40 Registration and Networking Breakfast at Mesirow Financial's Auditorium/Lobby Level


Rivera	Schein

8:40-8:50 Introductions: Marianne Rivera & Jonathan A. Schein


Resnick	Cohen

8:50-9:10 Welcome & Keynote: Don Resnick, Jenner & Block and Garry W. Cohen, Mesirow Financial


Levin	Westwood	Tomlinson

Barthmaier	Kahane

9:20-10:10 State of the Net Lease and Sale Leaseback Market at Jenner & Block Conference Center on 45th Floor: Moderator: Gerry Levin, Mesirow Financial. Panelist: Bruce Westwood, Booth/JLL , Craig Tomlinson, Stan Johnson, Kathleen Barthmaier, WP Carey & William Kahane, American Realty Capital
The overview session will provide an overall view of the sector and set the tone for the rest of the day. What markets and property types are getting the most traction and what are they running away from?


Jacobson	Whiting	Stifflear

Turner	Baker

10:15-11:05 Capital Markets: Moderator: Stephen Jacobson, Mesirow Financial. Panelist: Gordon Whiting, Angelo Gordon & Co, Luke Stifflear, PPM, James Turner, Private Bank & Dan Baker, KeyBank
Who is looking to finance net lease transactions? Is debt or equity preferred? What is the pricing on deals that are getting done? What role does CMBS play?

11:05-11:20 Networking Break


Blankenstein	Duff	Goldberg


Messman	Fallon

11:25-12:15 Institutionalization of the Net Lease Market: Moderator: Randy Blankstein, The Boulder Group. Panelist: Brandon Duff, Stan Johnson, Mark Goldberg, MidAmerica, Boyd Messmann, Cole Real Estate Investments and Andrew Fallon, Calkain
The net least market has typically been dominated by small investors. But increasingly institutional players—such as hedge funds, pension funds and REITs—have begun to invest in the space. How has the institutionalization of the sector affecting pricing and how deals are getting done? Are small investors being crowded out?

Learner

12:30-1:15 Lunch Served at Mesirow Financial's Auditorium/Lobby Level Effects of Election:
Heidi Learner Chief Economist at Studley.

Breakout Sessions Jenner and Block Conference Center on 45th Floor


Meier	Sehgal	Jahncke

Chereso	Goldstein

2:00-2:50 Net Lease and the DST panel: Moderator: Steve Meier, Jenner & Block. Panelist: Rahul Sehgal, Inland Private Capital, Tom Jahncke, Passco, Tony Chereso, FactRight and Marc Goldstein, Covington
This panel will provide a general overview of DST’s and the use of net leases, and discuss the current climate for fractional ownership investments, including financing and unwind issues.


May	Krasucki	Mallon

Deighan

2:00-2:50 Retail Panel: Moderator: Matthew May, May Realty Advisors. Panelist: Mike Mallon, Mallon and Associates, Michael Krasucki, Walgreens and Mike Deighan, Trader Joe's. Join us for a candid conversation with the decision makers for Walgreen's, Trader Joe's and Mallon and Associates...
Join us for a candid conversation with the decision makers for Walgreen’s, Trader Joe’s and Mariano’s Fresh Market. As we learn firsthand about their deal structures, expansion plans, lease extensions and other key points of information vital to investors, landlords and brokers.


Eichenlaub	Clark	Shapiro

Resnick	Fine

3:00-3:50 Refinancing & Workouts. Moderator: Frank Eichenlaub, Jenner & Block. Panelist: David Clark, DTZ, Don Shapiro, Foresite, Don Resnick, Jenner & Block and Michael Fine, Hilco.
In the wake of the financial crisis, some debt originated in the boom years continues to cause problems. In this panel, experts will discuss the options in dealing with distressed net lease assets.


Sager	Jankowski	Bade	Schorsch

3:00-3:50 The Government as a Tenant. Moderator: Nathaniel Sager, Mesirow Financial. Panelist: Kris Jankowski, Titanium Real Estate Advisors, Aasif Bade, Ambrose Property Group and William Schorsch, WD Schorsch LLC
Federal, State and Local municipalities are a major component of the single tenant market. But working with them requires a particular set of skills. Investors with experience working with government tenants explain the ins and outs of how these deals work and how they differ from traditional net lease deals.

4:00-6:00 Conclusion and Networking Cocktail

Reception

General Sessions

Breakout Sessions Jenner and Block Conference Center on 45th Floor

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