08:15 Registration…Deluxe Continental Breakfast

09:00 Opening Remarks


• What is the next stage of the TIC market?
• Impact of new regulations and TIC best practices memorandum
• Market analysis and sector outlook for real estate
• Inflation, pricing, interest rates and property market impact
• Where are we in the real estate cycle?
• Which sectors should you be in?
• Is there enough real estate product to satisfy demand?
• What are the current problems of the market that need to be addressed?

Stephen I. Burr, Partner FOLEY & LARDNER LLP
Kathy Heshelow, President LEGACY REAL ESTATE & INVESTMENTS, Registered Representative CAPWEST SECURITIES, INC.
Corey Smith, Vice President, Sales & Marketing NOBLE ROYALTIES, INC.
Erik L. Olsen, Principal OMNI BROKERAGE, INC.
Ryan Bristol, Founder & Chief Executive Officer PROPPOINT


Leading market players of the TIC industry will address the most current and critical issues, including:

• On which product or products are you currently focused? Why?
• In which cities or regions are your current investments? Where are you looking for future investments?
• How has the TIC industry changed over the past year?
• What are you doing to stand out in the crowded TIC market?

Kevin Bradburn, President ORCHARD SECURITIES, LLC

Carlton Cabot, Managing Director CABOT 1031
William R. "Russ" Colvin, President & Chief Executive Officer CORE REALTY HOLDINGS, LLC
Gary DeSanto, Chief Executive Officer DESANTO REALTY GROUP
Duane H. Lund, Chief Executive Officer THE GENEVA ORGANIZATION
Michael McQuay, Chief Executive Officer PRINCIPLE EQUITY MANAGEMENT
William Winn, President PASSCO COMPANIES, LLC

11:10 Refreshments


Acquiring exploratory wells, developmental drilling prospects, producing oil and gas wells, pipelines, refineries, and LNG Projects through 1031 exchanges:

• What do you need to know to suceed in this market?
• How much technical background should you have?
• Who are the main players in this market?
• How do these deals differ from traditional real estate TICs?

Corey Smith, Vice President, Sales & Marketing NOBLE ROYALTIES, INC.

Don Drake, Vice President, Energy Lending AMEGY BANK, N.A
Malcolm Robertson, Shareholder HOLMAN, ROBERTSON, ELDRIDGE
Stephen I. Burr, Partner FOLEY & LARDNER LLP
Bobby Zache, Chief Financial Officer NOBLE ROYALTIES, INC.

Dan Waller, Partner SECORE & WALLER, LLP


• What is truly a like-kind exchange?
• Hotels, condo hotels and vacation destinations
• Student housing
• Farms
• Assisted living
• Specialized tenant properties
• What types of assets are you buying on a value-added basis?
• Contracting for tenant improvements
• Additional risk & pitfalls
• Development deals
• Using DST vs. master lease structure
• Property use conversion
• Lease-up needed

Daniel F. Cullen, Partner BAKER & MCKENZIE LLP

Carlton Cabot, Managing Director CABOT 1031
Robert W. Eaddy, First Vice President LASALLE NATIONAL TRUST DELAWARE

01:10 Luncheon, Courtesy of:


• Who is providing the financing?
• Comparing TIC financing vs. traditional structures
• What is your leverage?
• Interest rate outlook: How should you finance?
• Rating agencies, servicers and “B” buyers
• Debt financing options for TIC deals
• Can mezzanine financing work?
• Short-term financing market update
• How much TIC equity should be in the deal?
• How many investors are too many?
• Reserve expectations
• Serial bankruptcies: How to combat

Michael McQuay, Chief Executive Officer PRINCIPLE EQUITY MANAGEMENT

Jeffrey R. Weissman, Commercial Mortgage Finance CITIGROUP GLOBAL MARKETS, INC.
Michael Blank, Director of Finance DESANTO REALTY GROUP
David Guerra, Vice President MERIDIAN CAPITAL PARTNERS
William Winn, President PASSCO COMPANIES, LLC


• Who decides to accept tender offer: Management? Owner? Director?
• Sale/acquisition of one LP
• Limited partner exit
• Selling minority interest
• Timing considerations
• Refinancing vs. getting out
• Sale-leaseback transactions
• The formation of a secondary market in TIC transactions

Greg Paul, President OMNI BROKERAGE

Deborah Froling, Partner ARENT FOX, PLC
Peter Braverman, President FIRST WINTHROP
David C. Rupert, Chief Operating Officer GRIFFIN CAPITAL
Ryan Bristol Founder & Chief Executive Officer PROPPOINT
J. Patrick Dowdall, President TIC RESOURCES GROUP LTD.

04:00 Refreshments


• Withholding, disclosure & permanent establishment issues for foreign investors
• Franchise & excise taxes
• Impact of 470 Rules (leases to tax-exempt)
• Rules and regulations governing LLCs: What do you need to know?
• Sales & compliance issues
• Losing private placement exemption: How can it happen? How can it be prevented? What are the results?
• Risks of general solicitation
• Pre-selling to reps & going direct to the financial advisor


Daniel F. Cullen, Partner BAKER & MCKENZIE LLP
Wendy Langlais-Tillery, Principal- Tax Consulting REZNICK GROUP


• How to tell a good deal from a bad deal
• Evaluating the property & the management
• Assesing exit strategies
• Compensation & disclosures
• Valuation, transparency, performance
• Entity ownership
• Purchase price of property vs. TIC price
• Control and fee issues
• Wealth manager vs. client interest
• Back-end fees & clawbacks
• Aligning interests and improving transparency with your managers
• Using fees in a positive way
• Client reporting

Todd D. Snyder, Partner SNYDER KEARNEY LLC

Josh Hoffman, Director of Sales Operations DBSI GROUP OF COMPANIES
Michael Phillips, President PORTOLA FINANCIAL CO
Bob Horning, Registered Representative PRIVATE EQUITY GROUP, LLC
06:00 Networking Cocktail Reception, Courtesy of:

07:00 Day One Concludes
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