Civitas Capital Group is an investment manager based in Dallas, Texas. Civitas offers institutional investors, family offices and qualified individuals compelling, niche investment strategies in U.S. real estate and lodging markets through its Alternative Investments and EB-5 Capital divisions.

Through the firm’s EB-5 Capital division, we provide an attractive funding component that can enhance equity investment returns. For more information about Civitas, please visit www.civitascapital.com.

Please send an email to rootvik.patel@civitascapital.com to set up a private meeting during the event. 

Based in Chicago, Arbor Lodging Partners is a hospitality owner-operator that makes equity and debt investments throughout the United States.  The company was founded on the principle of uniting the best practices of enterprising hotel operators and sophisticated institutional investors to effectively underwrite, execute, and manage investment opportunities in the lodging space. Arbor makes both income-producing and value-add opportunistic investments in select-service, extended-stay, and full-service hotels by employing a rigorous bottom-up and intensive approach. 

Bedford is an independent professional services firm specializing in cost segregation and innovative tax and energy solutions for the commercial real estate industry. We are not an affiliate or subsidiary of an accounting firm and are committed to working closely with CPAs, property owners and trusted advisors to provide high quality “tax-centric” solutions.

Having conducted over 10,500 studies nationwide since our inception in 2002, we have had the privilege of assisting hundreds of clients with cost segregation and many other valuable solutions. Our project experience includes engagements on properties ranging from $350,000 to $1.4 billion, leasehold improvement projects less than 3,000 square feet to buildings in excess of 2 million square feet and everything from simple self-storage facilities to highly complex manufacturing plants.

Our technical staff is comprised of professional engineers (P.E.s), multidisciplinary engineers, architects and construction professionals. Each has at least a  four year related technical degree with many holding advanced degrees. The Bedford team is highly qualified and relies on a true engineering-based methodology.

Our tax team consists of seasoned professionals, who are well versed in the various aspects of tax law pertaining to depreciation, capitalization and expense provisions.

Bedford is committed to best practices. We enforce a very rigid quality control process which includes a senior technical and tax review to ensure accuracy.  The outcome is a highly detailed cost segregation study of the finest quality; a study that provides maximum benefits and is truly defensible if ever called under IRS scrutiny. In the unlikely event of an IRS examination we provide free audit support.

Some of our key commitments include:

We know that our credibility and your trust are on the line with each engagement and we eagerly take on this responsibility with a firm commitment to your complete satisfaction. While Bedford is not always the “low-cost” provider, we always offer the highest value. This unwavering commitment is the key to our success, but don’t just take our word for it, take a look at what our clients are saying.

Broadstone is a sponsor and manager of diversified real estate investment offerings for accredited investors and institutions seeking income-oriented alternatives to the public equity markets. Boasting a heritage of commercial and residential real estate expertise and a ten-year track record under the Broadstone masthead, the company currently serves 2,000+ Shareholders of its two private Real Estate Investment Trusts (REITs). Broadstone’s REITs are extensively utilized by RIAs, Trust Companies, and other wealth management practices on a non-commission basis. Both offerings remain open for investment by accredited investors on a monthly basis. Shares are offered via private placement.

CalCann Holdings is the leading real estate development corporation for cannabis related facilities in Southern California and is actively building a portfolio of cannabis properties in California that are entitled with a municipal license granting eligibility for a state MCRSA (Medical Cannabis Regulation and Safety Act) license. CalCann is an on going, equity buyer of industrial and commercial real estate and a landlord well-versed in the regulatory, zoning, and operational challenges unique to the cannabis industry. CalCann leases its licensed properties to recognized, seasoned operators and provides select tenants with capital for infrastructure upgrades. Founded in 2014, CalCann has successfully completed eight cannabis-based facilities and an additional seven are in development, totaling more than two hundred thousand square feet. By the end of 2017, CalCann plans to complete another twelve transactions, valued at nearly forty million dollars. CalCann believes that the steady advancement of cannabis legalization in California, the largest cannabis market in the world, will spur increasingly greater opportunities to acquire properties, attract and retain strong tenants, and build value for our investors.

Coast Equity Partners (CEP) is an experienced and market leading sponsor of multifamily real estate investments to the family office community. We are a seasoned team of multifamily real estate investment professionals with broad industry expertise. CEP acquires existing apartment communities and then intensely manages these assets to maximize rent and NOI growth. We are focused on acquiring underperforming multifamily properties in strong high-barrier-to-entry markets characterized by positive job and wage growth, a diverse economy and an undersupply or balanced supply of new construction.  Our model is to co-invest our co-founders’ own family office capital alongside similarly-aligned family offices seeking to invest with us in our core-plus multi-family strategy, which includes our yield program, value-add program and our development program under different LP structures with CEP as the GP.  Historically focused on the Pacific Northwest, we are expanding our interests into other markets which present characteristics that match our unique and proven underwriting criterion.

Attending the 2017 conference are co-founders and principals, Tom Hoban and Shawn Hoban, who are also co-founders of their own family office based in Everett, Washington.  They and their leadership team at CEP average over 25 years in the multifamily industry in the Pacific Northwest. CEP applies that unsurpassed experience and deep understanding of local communities to identify targeted investment opportunities with a focus on high-barrier-to-entry apartment markets and location characteristics built on over 30 years as property management experience. CEP then seeks the optimum balance of risk and reward in selecting investments for our partners, with a sharp focus on preserving capital and producing strong, reliable cash flow for our co-investors (LP’s). With deep roots in property management, CEP has real world boots-on-the-ground investment and operating experience, breadth of knowledge in multiple markets, extensive industry contacts, and a history of optimizing the performance of the assets we acquire. This rare combination of operating and financing expertise allows CEP to provide superior risk-adjusted investment opportunities for our co-invest family office LP’s in a number of markets.  
 
 

Duane Morris LLP, a law firm with more than 750 attorneys in offices across the United States and internationally, is asked by a broad array of clients to provide innovative solutions to today's legal and business challenges.
From a partnership of four Philadelphia attorneys in 1904, the firm has grown to be among the 100 largest in the world. Duane Morris'​ lawyers now work out of offices in North America, Europe and Asia to address clients'​ issues around the globe. See the Harvard Business School’s second case study of the firm titled “Collaborating for Growth: Duane Morris in a Turbulent Legal Sector.”
Throughout all the growth, Duane Morris always has been guided by the same principle. At the heart of the firm is a partnership, an agreement to work together in the pursuit of its clients'​ goals. Under the leadership of the firm's founders, and the influence of past and present chairmen, Duane Morris has embraced a culture of inclusiveness, congeniality and consensus building that is rare among law firms.

ExchangeRight is committed to providing long-term, stable income and asset preservation with net-leased portfolios distributing 7.0% to 8.0% in starting cash flow for accredited 1031 and 1033 investors. Our goal is to consistently deliver 1031 exchangeable DST portfolios of long-term, net-leased properties backed by investment grade corporations. We target corporate tenants that successfully operate in the necessity retail space to provide investors with stable and predictable income. ExchangeRight's long-term exit strategy is to provide greater diversification and value to investors by combining multiple portfolios into a larger, institutional portfolio sale or 721 exchange roll-up.

ExchangeRight also raises limited preferred equity capital that allows accredited investors to participate in the cash flow and profits of our 1031 platform. This preferred equity is used alongside ExchangeRight’s capital to invest in the acquisition and inventorying of individual net-leased assets prior to their being structured in DST portfolios for offering to investors.

Gelt, Inc. is made up of a team of real estate professionals that possess a wealth of knowledge and expertise in law, real estate, finance & investment banking, property & asset management and construction.  We typically buy for a long-term hold, and our goal is to improve the communities we acquire and help residents experience a better quality of life. We don’t use institutional money; instead, our investors are family offices, friends and those we have gotten to know over the years as they have invested in Gelt. We have established their trust and they also support our higher purpose. We couldn’t improve our tenants’ quality of life without having our investors truly believe in us.

As a very entrepreneurial firm with young leadership, we are always seeking to explore new technologies that will help us run our company smoother and more effectively. Along the way, we have identified voids in related areas of our business and as a result have launched two sister companies. The first is Domuso.com, the first financing-as-a-service resident portal for the $540 billion rental payment industry. Domuso is the “PayPal” for the multifamily sector. In a nutshell, merchants are apartment owners, and buyers are renters. Secondly, as a result of our investors wanting to diversify and being a very tech-oriented team, we launched Gelt VC, a seed stage venture capital firm investing in companies that are developing real estate, agricultural and transportation technologies. We are now supporting entrepreneurs in the same spirit that others supported us when we were just starting out.

Acquisition Criteria

Gelt is seeking to acquire multifamily, retail, and mobile home park properties in the Western United States with an emphasis in California, Utah, Nevada, Colorado, Washington, Oregon, and Arizona. Suitable properties have an added value component through superior management and/or renovation and operation. We specialize in interior renovations as well as major capital improvements to the physical plant and building systems.

Property Type: Apartments, Shopping Centers, Mobile Home Communities; Asset Class: A, B, & C

Location: On major streets and throughways, in residential neighborhoods, in close proximity to colleges and campuses, hospitals and malls and other employment generators

Pricing: $4MM – $100MM; Property Vintage: 1975 or newer; Investment Structure: All cash to seller. Loan assumption may be considered

Preferred Markets: Western United States with an emphasis in California, Utah, Nevada, and Arizona

iBorrow, (formerly Eagle Group Finance) is a West Coast-based direct lender that provides short term bridge financing to commercial property owners at fixed interest rates on a non-recourse basis. iBorrow lends on all property types in California, Nevada, Arizona, Colorado, Texas, Oregon, and Washington.

For commercial real estate developers, iBorrow offers institutionally backed bridge lending solutions with the confidence to close, speed to fund, and customized deal structure for loans ranging from $1 - $25 Million

For accredited and institutional investors looking to diversify their portfolio, iBorrow offers a high yield and short-term investment solution that is secured by the underlying asset. Typical returns range from 8-11% for a 12-24 month loan term.

Mick Law P.C., LLO, based in Omaha, Nebraska, is a specialty firm comprised of full-time and of-counsel attorneys who each possess a concentrated area of expertise and in-depth knowledge. In addition to their law school credentials, the attorneys also have professional and educational credentials, including MBAs and securities industry licenses. While providing a broad range of legal services to our valued clients, our firm focuses on two principal areas of practice; BD/RIA Representation and Real Estate Finance. Additional areas of practice include Real Estate Transactions, Corporate Law, Corporate Finance, FINRA Advertising Review, and Litigation.

Broker/Dealer and Registered Investment Advisor Representation:

Our firm understands the needs of today’s local and national broker/dealers and registered investment advisors since we have been in their shoes. Firm attorneys have been employed by broker/dealers who have syndicated real estate equity offerings in hospitality, senior living, office and retail development and acquisition, and have provided business planning and tax counsel. Our firm’s due diligence representation involves a concentration in real estate equity fund, development project, distressed debt and REIT reviews.  We also have significant experience in oil and gas, private equity, leasing and mortgage securities products.  We provide clients individualized legal opinions with an additional focus on project and fund structure, financing, valuation and exit analysis. We believe this experience allows us to assist our clients by understanding not only what the regulators require, but more importantly how a DPP product compares to its peer group and the likelihood of program performance.

Real Estate Finance Practice:

The firm’s practice involves not only BD and RIA representation, but also real estate acquisition, development and finance. Within our Real Estate practice, we focus on advising individual and corporate developer and owner clients, as well as commercial lending institutions. We understand not only the legal requirements of our clients’ activities but also the economics of their business transactions.

Our Mission:

As we at Mick Law hold ourselves to the highest professional and personal standards, we know that our clients deserve the same. We feel that it is imperative in today’s business environment to provide the highest level of legal representation, quality customer service, valuable economic analysis, and reasoned direction.

Parkview Financial is a Direct Private Lender specializing in Construction Financing.  Founded by a former developer and contractor, Parkview possesses extraordinary knowledge and expertise in real estate development loan operations.  Many clients either are referred by banks due to regulation restrictions or increased reserve requirements, or are developers who simply want to save time by dealing directly with a private lender. 
 
Parkview also has extensive experience in underwriting construction loans and managing them on a monthly basis while the project is underway.  Their knowledge of construction is crucial to effectively underwriting and managing construction loans.  Parkview originates loans for various property types, including multifamily, retail, office, industrial, and single-family spec homes.

Since 1967, RCLCO (formerly Robert Charles Lesser & Co.) has been the “first call” for real estate developers, investors, the public sector, and non-real estate companies and organizations seeking strategic and tactical advice regarding property investment, planning, and development.  RCLCO leverages quantitative analytics and a strategic planning framework to provide end-to-end business planning and implementation solutions at an entity, portfolio, or project level. With the insights and experience gained over 50 years and thousands of projects – touching over $5B of real estate activity each year – RCLCO brings success to all product types across the United States and around the world.

As a core income real estate manager, Rich Uncles raises equity capital using a consumer direct technology platform.  Our hybrid fundraising model combines the efficiency of technology with deep domain real estate experience.  We eliminate the intermediary (commission based) broker and issue shares of our non-exchange traded REIT directly to investors.  By eliminating the middleman, investors in our program achieve more efficient capital allocation, higher risk adjusted returns, and better optimized performance outcomes. The success of our alternative investment program is the result of a highly integrated platform that combines a low cost, highly efficient fundraising model, with a risk averse investment strategy designed to pay high levels of tax efficient income with low volatility and managed risk

Senior Living Fund // Investment Management offers investors the chance to diversify their portfolios with an alternative, recession-resistant asset class of commercial real estate: senior living facilities. Demand for senior housing is at an all-time high and expected to grow. More than 10,000 Baby Boomers turn 65 every day. The number of Americans over 75 is expected to double in the next 25 years. At Senior Living Fund, our mission is to answer that call by providing much-needed private equity to qualified developers and operators. www.slfinvestments.com

Textron Aviation Inc. is the leading general aviation authority and home to the Beechcraft, Cessna and Hawker brands, which account for more than half of all general aviation aircraft flying. The Textron Aviation companies include Cessna Aircraft Company and Beechcraft Corporation, bringing together decades of unmatched experience in designing, building and supporting airplanes. It provides the most versatile and comprehensive general aviation product portfolio in the world through five principal lines of business: business jets, general aviation and special mission turboprop aircraft, high performance piston aircraft, military trainer and defense aircraft, and a complete global customer service organization. Its broad range of products include such best-selling aircraft as Citation and Hawker business jets, King Air and Caravan turboprops and T-6 military trainer aircraft, all of which are backed by the industry’s most capable global service network. For more information, visit txtav.com.

Trion focuses on maximizing investor returns by increasing net operating income throughout the holding period through a hands-on management style of heavy renovation and aggressive lease-up. Since its inception in 2005, Trion has generated an average internal rate of return in excess of 30%. Trion Properties is a private equity investment company which acquires opportunistic real estate investments that need moderate to heavy rehab on a mid to long term investment horizon. Founded in 2005, Trion has successfully closed over one hundred million dollars in transactions through either the purchase of the fee simple interest or taking ownership of the asset through acquiring the nonperforming debt. Trion Properties is managed by principals whose combined experience spans over 20 years in West Coast real estate markets and in excess of $1 billion in transactions.

Universe Holdings was established in 1994 by Henry Manoucheri after his transition from a highly successful 15-year career as a multifamily investment brokerage specialist at Marcus & Millichap. Two decades later, the company has completed investment transactions encompassing the purchase and sale of more than 6,000 units of multifamily housing. Today, the company owns and internally operates a diverse portfolio of multifamily holdings in Southern California’s largest cities and highest barrier-to-entry coastal markets.
 
Universe Holdings focus on identifying off-market, value add investment opportunities, using proprietary market analytics, consistently delivers optimized returns through varying economic cycles. Universe Holdings operates within a privately held structure, allowing superior flexibility when sourcing acquisitions and extraordinary agility in executing strategic plans. Universe Holdings remains an active investor entering its third decade of operations. A key ingredient to its investment strategy and overall success is the application of readily available equity sources to take advantage of specific, high return, high value creation opportunities as they arise.

Welltower™ delivers the health care infrastructure necessary to facilitate better treatment at lower costs and keep patients out of the hospital. Our business is centered on a relationship-based investing platform. We provide real estate capital to leading seniors housing operators, post-acute care providers and health systems. Through our capital, these companies are able to grow, innovate and ultimately provide better care.

Welltower has become known for its unparalleled relationship network and premier-quality health care real estate portfolio. Owning the finest assets and working with the best health care providers is simple in concept, but demanding in execution. Over more than 40 years of exclusively investing in health care, Welltower has built unique capabilities and the industry’s best team.

West Bay Capital is a niche lender in the commercial real estate marketplace uniquely positioned to provide flexible structures and creative solutions for difficult loans. The small team at West Bay has over 100 years of real estate investing, brokerage, development and lending experience combined. That knowledge, expertise, and diverse experience in commercial real estate provides West Bay with the necessary skill set to underwrite loans and evaluate collateral effectively and efficiently. West Bay Capital is based in Los Angeles, CA.

About Woodbine Development Corporation

Woodbine Development Corporation is a full-service real estate company with over 40 years of development, investment, acquisition and asset management experience. With offices in Dallas, Phoenix and Los Angeles, Woodbine specializes in hotels, resorts and mixed-use developments throughout the United States. The company’s hospitality portfolio features major brands, independent hotels, full-service destinations and select-service stays alike. Since 1973, Woodbine has been involved in more than $7 billion in commercial real estate projects, including the development, ownership, asset management, repositioning and renovation of over 7,000 hotel rooms. To learn more, visit www.woodbinedevelopment.com. 

Over the last 20 years our experienced team of professionals has assembled an extensive network of industry relationships enabling us to serve as a catalyst on a wide range of information. We offer you objective, practical financial solutions and personal strategies that are specifically designed to make your life less complex. Whether you require counseling on how best to develop your family office, want to create a personalized investment strategy, or just need information on how the latest trends in the market will affect you and your family, you can count on us.

Lido Consulting, Inc. provides consulting services for families with substantial wealth and resources to those responsible for the management of wealth. We are dedicated to offering customized assistance tailored to fit the specialized needs of prominent families.

Best Attorneys Online: bestattorneysonline.com, a premium service provided by bestattorneysonline.com LLC, started in 2009, ranks law firms through research and evaluation to identify the most respectable and dedicated law teams in the United States. Our goal is to provide our users with a new way to locate and contact an attorney or a law firm while providing firms a way to get their image out and into the open. We advertise and provide access to the best law firms around the country and in specific areas and also list a directory showing many opportunities for a client to get in touch with legal help. www.bestattorneysonline.com.

Senior professionals working in Private Equity have relied on Buyouts for nearly 30 years to guide them on ways to operate, succeed and profit. Buyouts gives General Partners, Limited Partners and the intermediaries and vendors who service both groups the intelligence they need every day to stay a step ahead.

See it all here: https://www.pehub.com/

Produced by Buyouts Insider, PartnerConnect sets the standard for executives in private capital to meet to discuss critical issues facing the industry and to network among their peers. Institutional Investors learn the latest trends from our agenda. General Partners meet in 1:1 meetings with prospective LPs in our ExecConnect program. Intermediaries and advisors network with the industry and get deals done. See our latest events here: https://partnerconnectevents.com/

Debtwire is the most comprehensive provider of actionable intelligence and research on fixed income markets across the globe. With a team of expert fixed income journalists and analysts stationed worldwide, Debtwire offers unparalleled coverage of companies in the high-yield, distressed debt and leveraged loan arenas, leading the market and mainstream media with its real-time updates on capital raises, ongoing restructurings and post-restructuring situations. This actionable intelligence enables professionals in the investment, trading and advisory communities to stay ahead of competitors and uncover new business opportunities. Debtwire is part of Mergermarket Group.  Visit www.Debtwire.com  

Executive Global magazine takes readers on a highly informative, and insightful tour of the developments shaping our global economy, in addition to the impact these developments may have on executives worldwide, and the subsequent strategies that may be adopted in their wake. Guided by expert opinion, and supported by leaders in their field, the magazine provides a unique platform that aids in the effective management of business, people, and revenue, whilst presenting an objective view on geopolitical affairs, the global financial, and capital markets.

Family Office Elite is a visually stunning magazine and is the premier gateway to an exclusive and ultra-wealthy Family Office audience across all disciplines of the global Family Office Community. Our publication has contributions and editorials from many of the worlds recognized industry experts in wealth management and the Family Office Sector. Family Office Elite Magazine is a must for any serious professional who wants to stay apprised of current trends within this specialist sector. www.familyofficeelite.com

Get the Fresh Lowdown on Alternative-Investment Activities. 
Every week, Hedge Fund Alert delivers the early intelligence you need to anticipate money-making openings in the fund-management arena. The newsletter tells you what tight-lipped fund managers don't want you to know. It also uncovers the secret moves of investors and other industry players. See for yourself -- sign up for a 3-week FREE trial subscription to Hedge Fund Alert. Start your free trial at HFAlert.com, or call 201-659-1700.

Institutional Real Estate, Inc.’s flagship publication, Institutional Real Estate Americas, has been the industry’s go-to resource for more than 25 years. It is a monthly publication offering analysis of market trends related to pension fund investment in private equity real estate. It covers the people, trends, and events driving this dynamic market, and features the industry's most extensive information on manager searches, new product offerings and pension fund real estate allocations, plus features on pension fund investment capital flows, investment strategy and portfolio management.

Our readers include staff and investment committee members of the largest and most active pension, foundation and endowment fund real estate investors in North America, their advisers and consultants.

You will also receive our investment guides as part of your subscription. These will be sent directly to your email address and always be available on our Website.

Senior professionals working in Private Equity have relied on Buyouts for nearly 30 years to guide them on ways to operate, succeed and profit. Buyouts gives General Partners, Limited Partners and the intermediaries and vendors who service both groups the intelligence they need every day to stay a step ahead.

See it all here: https://www.pehub.com/

Produced by Buyouts Insider, PartnerConnect sets the standard for executives in private capital to meet to discuss critical issues facing the industry and to network among their peers. Institutional Investors learn the latest trends from our agenda. General Partners meet in 1:1 meetings with prospective LPs in our ExecConnect program. Intermediaries and advisors network with the industry and get deals done. See our latest events here: https://partnerconnectevents.com/

Property Funds World is the property fund industry’s leading portal on news and topical features, including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and fund manager interviews. Property Funds World produces a free weekly and a daily newsletter covering essential news and features within the property fund industry as well as an extensive special reports series.

Click here to access - http://www.propertyfundsworld.com

Real Assets Adviser, it is the first independent, Real Assets-dedicated information publication specifically targeting and educating the growing market of RIAs, wealth managers, family offices and broker-dealers on the importance of alternative asset investing. With a consistent circulation of 66,000, Real Assets Adviser presents valuable news and information covering the entire Real Assets class, including real estate, infrastructure, energy, timber, and commodities.

Get the Early Lowdown on Deals and Dealmakers

Real Estate Alert guarantees your edge in the commercial-property market by tipping you off to wheelings and dealings you’re not supposed to know about. Every week, the newsletter gives you an inside look at the secret moves of key dealmakers -- and helps you spot new risks and opportunities. See for yourself by signing up for a three-week FREE trial subscription to Real Estate Alert. To start your no-risk trial, call 201-659-1700 or visit www.REAlert.com

Real Estate Investment Times is the latest fortnightly industry newsletter in the Black Knight Media Ltd portfolio. 

Fitting in alongside market leading financial titles such as Securities Lending Times and Asset Servicing Times, Real Estate Investor Times is designed to increase the markets access to global real estate news, reviews and interviews. Working with leading associations, think tanks and figures in the industry we aim to bring up to date and interesting commentary and colour to the market.

Real Estate Investment Times will be electronically mailed out to 20,000 industry professionals from accountants and advisors, exchanges, hedge funds and other investing institutions, private investors, banks, global REITs and other listed vehicles, non-listed and listed funds, corporate treasurers, legal firms and academics. 

The Land Report is the "Magazine of the American Landowner." Launched in April of 2007 the publication won "Hottest Magazine Launches" of the year by MIN, the Magazine Industry Newsletter, a publishing business entity. The publication and its editor Eric O'Keefe have firmly established themselves as the voice of the asset class of land and investment property and have been featured in The Wall Street Journal, The New York Times, Barron's, Investors Business Daily, Bloomberg.com, to name a few media outlets. The magazine regularly features "celebrity" landowners such as T. Boone Pickens, Ted Turner, Joe Montana, Tom Brokaw and Nolan Ryan. A true national publication, The Land Report covers land and investing issues from the swamps of Florida, to the Hill Country of central Texas to the high mountain elk country of Montana.