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  • Contains 7 Product(s)

    Virtual Industrial Conference

    Industrial real estate has seen dramatic shifts in recent years. Low vacancy rates and limited space options in many markets has led to a boom of investment and development. Even during the pandemic, the industrial sector has continued to thrive, thanks in part to the high demand for e-commerce. This surge, however, has brought new tenant demands for better technology, smarter space design and greater operational efficiency. Owners and property managers are challenged with ensuring their industrial assets are sufficiently capable of meeting the new tenant demands.

    Join us for this one-day program where industry experts will discuss the many trends impacting industrial real estate and the long–term outlook for the sector. You’ll learn the steps owners and managers should be taking to create asset value, improve operations, and attract and retain industrial tenants. Plus, you’ll have an opportunity to interact with service providers offering the latest technologies and solutions for industrial properties.

    Registration Fees
    Registration fee is: $175 for Members and $225 for Non-members.

    Cancellations must be made by January 7, 2022 and is subject to $75 processing fee. No refunds will be issued on cancellations after this date or for conference no-shows.

    2021 Virtual Industrial Conference – Wednesday, January 19, 2022 – 12 pm – 4 pm ET

    Keynote Session (12:00 PM - 1:00 PM EST):

    The Future Outlook for Industrial Real Estate

    The industrial market has seen dramatic shifts in recent years with extremely low vacancy rates and limited space options in several markets. Consequently, net absorption has been low and renewal rates have been high. But will this trend continue through the unexpected economic disruption of 2020 brought on by the pandemic? Learn about the new outlook for industrial real estate amid the many trends impacting the sector, including e-commerce, outsourcing, and the growth of third-party logistics (3PL) sector.

    At the end of the session, participants will:

    • Discuss the emerging trends for industrial real estate
    • Describe how the pandemic has affected CRE
    • Identify key growth areas in the market

    Speaker:

    James Breeze
    Senior Director, Global Head of Industrial and Logistics Research
    CBRE 

    Breakout Sessions 1:30 PM - 2:30 PM EST

    1) E-Commerce – It’s Off the Rails!”

    Tenants are searching for larger truck courts, more parking, rail service (again!) and state of the art technology to facilitate first to market businesses.  Companies are targeting large population centers and major transportation hubs, yet the property must have room for spread.  Join us for a panel discussion regarding what industrial tenants are looking for, from a logistics perspective.  We have experts in the field providing insights on what they are seeing in markets around the US, and beyond.

     At the end of this session, participants will:

    • Discuss why distribution centers pick specific locations for logistics
    • Describe emerging trends for industrial logistics
    • Highlight critical technologies and features to stay competitive.

    Speakers:

    John Coleman
    Executive Vice President
    EastGroup Properties

    Brendon Dedekind
    Senior Vice President, Development & Investment
    Trammell Crow Company 

    Glenn Wylie
    Link Logistics 

    2) Benchmarking Warehouses with Tenant Data: Successful Strategies from ENERGY STAR

    Gain insight from leading warehouse and distribution owners on strategies to engage property teams and tenants in sharing utility data and benchmarking in the industry standard tool ENERGY STAR Portfolio Manager to understand building performance. This session will discuss how industry leaders are working to overcome the challenges warehouse owners face in accessing utility data due the traditional NNN lease. Real estate owners and operators attending this session will learn how to increase data coverage to meet reporting and compliance needs, attracts tenant, and meet increasing investor interest.

    At the end of this session, participants will:

    • Discover strategies for overcoming challenges in engaging warehouse property managers and tenants in sharing utility data
    • Discuss ENERGY STAR tools and resources to help warehouse owners/operators improve building efficiency and attract investors and tenants
    • Utilize lessons learned from leading warehouse owners on increasing data coverage to enhance ESG programs
    • Describe the value of accessing and benchmarking data to meet reporting and compliance requirements

    Moderator:

    Marla Thalheimer
    Senior Manager
    RE Tech Advisors 

    Speakers:

    Jennifer McConkey
    Senior Director of Operations & Sustainability
    Principal Real Estate Investors 

    Clark Reed
    National Program Manager, ENERGY STAR Commercial Buildings
    U.S. Environmental Protection Agency

    Sam Stockdale
    Vice President, Head of Environment and Sustainability
    Link Logistics

    Megan Basore
    Vice President, Corporate Responsibility
    Duke Realty 

    3) Understanding the BOMA 2019 Industrial Standard

    BOMA International released a significant update to its Industrial Floor Measurement Standard, BOMA 2019 for Industrial Buildings: Standard Method of Measurement (ANSI/BOMA Z65.2—2019). This session will help industrial property managers and brokers understand the major changes from the 2012 Industrial Standard, including a unified single methodology that replaces Method A (Exterior Wall Methodology) and Method B (Drip Line Methodology). Discover why accurate measurements benefit the entire property team: property management companies benefit financially, owners receive a better ROI and additional positive cash flow, and both property managers and brokers have defensible square footage numbers for leasing, acquisition and disposition of assets. 

    At the end of this session, participants will:

    • Understand the changes from the 2012 to the 2019 Industrial Standard
    • Learn the concepts and methodology within the standard and how to apply them
    • Discover why accurate measurements are important for your leasing and management strategies
    • Get answers to your most pressing questions about the BOMA Industrial Standard 

    Speakers:

    Christopher M. Horsley
    Executive Vice President
    Hokanson Companies, Inc.

    Mitchell Luehring
    Associate
    Gensler

    Breakout Sessions 3:00 PM - 4:00 PM EST

    4) Taking Control and Managing Costs with Rising Industrial Real Estate Insurance Rates

    Hard hit by costly catastrophic claims, the property insurance market will continue to “harden” in the coming year. Fewer insurance carriers are willing to underwrite risks, and the ones that have the appetite to do so are likely to increase their premiums. What are the causes for these massive increases and is this a global problem?  As a commercial real estate professional, there are immediate steps and best practices you can enact, from an insurance perspective, to reduce risk and manage your insurance costs, such as higher deductibles, self-insuring and increased security measures.  Learn which coverage lines (general liability, property, pollution, flood, etc.) are seeing premium increases and whether COVID will have an even further impact on rates increases.

    At the end of this session, participants will:

    • Discuss strategies to decrease insurance costs
    • Compare geographic areas or types of buildings that are seeing higher increases than other areas
    • Describe the insurance market outlook on future rates and whether they will stabilize or continue to increase

    Speaker:

    Stephen Gaitley
    Partner, Real Estate Practice
    Woodruff Sawyer

    M. Shane Sumrall
    Executive Vice President
    McGriff Insurance 

    Hunter Findley
    Account Engineer
    FM Global

    5) Emerging Trends with Drone Technology Using Data Analytics

     Artificial intelligence and drone technologies are evolving at a fast pace. The commercial real estate (CRE) industry is starting to embrace these systems through the Digitization of our Industry.

    Data analytics is critical for continued growth and success. However, what are some of the advantages and challenges of this new "Future State" and how do property professionals prepare for it?

    At the end of the session, participants will:

    • Discuss how technologies are changing the CRE industry
    • Describe how data analytics will drive your ROI
    • Define how data analytics can reduce costs and improve operations
    • Demonstrate how technology is disrupting all industries

    Speakers:

    Vince Zuppa
    Director and Vice President of Property Management
    Prologis

    Connor Richardson
    Prologis

    6) Tips & Tricks for Property Managers to Handle Projects

    Property Managers are now being asked to be construction managers.  Owners are looking for ways to reduce costs and many believe that since they pay a management fee why pay an additional construction manager fee when the property manager is already on the “payroll.”  Many property managers already run large projects, so these skills are transferable.  This ability to handle construction projects is a value enhanced service that property managers can offer their clients and will provide the property manager with better control over the project and how it impacts the asset.

    At the end of the session, participants will:

    • Describe the project process steps from beginning to completion
    • Discuss how this additional construction management skill set will provide a value enhanced service that third party providers can offer their clients
    • Highlight how fees earned will make the property management unit more profitable and not go to another entity

    Speakers:

    Matthew Roberts
    Vice President, Regional Asset Management, Midwest
    Duke Realty

    Bill Casassa
    Assistant Vice President, Property Manager – Columbus
    Duke Realty

  • Contains 3 Product(s)

    Understanding how to create asset value is an essential skill for today’s commercial real estate professionals. This three-part virtual program will examine how an effective leasing program helps the team optimize the value of income-producing properties. You will learn how to improve your negotiation skills, master the leasing process, and think like an asset manager. SIGN UP FOR ALL THREE WEBINARS WITH THIS OPTION AND GET A DEEP DISCOUNT.

    Understanding how to create asset value is an essential skill for today’s commercial real estate professionals. This three-part virtual certificate program will examine how an effective leasing program helps the team optimize the value of income-producing properties. You will learn how to improve your negotiation skills, master the leasing process, and think like an asset manager. SIGN UP FOR ALL THREE WEBINARS WITH THIS OPTION AND GET A DEEP DISCOUNT.

    Course #1 – Evaluating Market Conditions – Learn how to analyze market conditions and how asset managers can positively impact asset value. (October 18, 2021 - 2 pm - 3 pm ET)

    Course objectives:

    • Discuss the mechanics of being an effective asset manager
    • List ways to maximize property value
    • Prioritize key strategies to market properties

    Course #2 – Negotiations – As the saying goes, “You don’t get what you deserve – you get what you negotiate.” Learn how to improve your negotiation skills – and create favorable lease structures and productive business relationships. (October 19, 2021 - 2 pm - 3 pm ET)

    Course objectives:

    • Discuss how to prepare for lease negotiations
    • Identify which components are non-negotiable
    • Describe the benefits of acquisition

    Course #3 – Reading and Interpreting Leases  – Leases are among the most important documents a real estate manager will encounter during his or her career. But, if you are like most managers, you probably have never “really” read your leases in their entirety. In this session, you will learn how to critically read and interpret leases – with an emphasis on the sections that have the most potential to impact the landlord and/or the tenant. (October 21, 2021 - 2 pm - 3:30 pm ET)

    Course objectives:

    • Discuss how to critically read a lease agreement
    • Explain how to interpret leases based on common industry practices – as well as the specific wording included in the document. (There are often discrepancies between the two.)
    • Identify the most important sections of the lease to include on a lease abstract.

    Pricing:

    Three-part course series bundle:

    Member:  $349

    Nonmember: $499

    Individual courses:

    Member: $149

    Nonmember: $199

    BOMA’s webinars qualify for continuing education credits for the renewal of industry designations including CMCP, RPA, FMA, CPM, ARM and SMA/SMT.  Certain webinars qualify for GBCI, AIA and BOC continuing education hours.

    Each webinar in this series qualifies for continuing education credit. To receive credit, you will need to watch the webinar in its entirety and complete the evaluation survey.

    Webinars for 1.0 CE Credit

    Evaluating Market Conditions

    Negotiations

    Webinars for 1.5 CE Credit

    Reading and Interpreting Leases

  • Contains 3 Component(s), Includes Credits

    In this session, you will learn how to critically read and interpret leases – with an emphasis on the sections that have the most potential to impact the landlord and/or the tenant.

    Leases are among the most important documents a real estate manager will encounter during his or her career. But, if you are like most managers, you probably have never “really” read your leases in their entirety. In this session, you will learn how to critically read and interpret leases – with an emphasis on the sections that have the most potential to impact the landlord and/or the tenant.

    Course objectives:

    • Discuss how to critically read a lease agreement
    • Explain how to interpret leases based on common industry practices – as well as the specific wording included in the document. (There are often discrepancies between the two.)
    • Identify the most important sections of the lease to include on a lease abstract.

    P. Marc Fischer, BOMA Fellow, MBA, CPM®, RPA®, CCIM®, LEED® Green Associate

    InspiRE CRE, LLC

    P. Marc Fischer, BOMA Fellow, MBA, CPM®, RPA®, CCIM®, LEED® Green Associate is President & CEO of InspiRE CRE, LLC, a Mid-Atlantic-based commercial real estate consulting and training organization.  A former president of BOMA/Baltimore, Fischer is an inaugural member of the BOMA Fellows program. In addition to authoring many BOMA International courses and publications, including the Foundations of Real Estate Management program, he is a sought after speaker on a variety of commercial real estate topics.

    Member: $149

    Nonmember: $199

  • Contains 3 Component(s), Includes Credits

    As the saying goes, “You don’t get what you deserve – you get what you negotiate.” Learn how to improve your negotiation skills – and create favorable lease structures and productive business relationships.

    As the saying goes, “You don’t get what you deserve – you get what you negotiate.” Learn how to improve your negotiation skills – and create favorable lease structures and productive business relationships.

     Course objectives:

    • Discuss how to prepare for lease negotiations
    • Identify which components are non-negotiable
    • Describe the benefits of acquisition

    P. Marc Fischer, BOMA Fellow, MBA, CPM®, RPA®, CCIM®, LEED® Green Associate

    InspiRE CRE, LLC

    P. Marc Fischer, BOMA Fellow, MBA, CPM®, RPA®, CCIM®, LEED® Green Associate is President & CEO of InspiRE CRE, LLC, a Mid-Atlantic-based commercial real estate consulting and training organization.  A former president of BOMA/Baltimore, Fischer is an inaugural member of the BOMA Fellows program. In addition to authoring many BOMA International courses and publications, including the Foundations of Real Estate Management program, he is a sought after speaker on a variety of commercial real estate topics.

    Member: $149

    Nonmember: $199

  • Contains 3 Component(s), Includes Credits

    Learn how to analyze market conditions and identify how asset managers can positively impact asset value.

    Learn how to analyze market conditions and identify how asset managers can positively impact asset value.

    Course objectives:

    • Discuss the mechanics of being an effective asset manager
    • List ways to maximize property value
    • Prioritize key strategies to market properties

    P. Marc Fischer, BOMA Fellow, MBA, CPM®, RPA®, CCIM®, LEED® Green Associate

    InspiRE CRE, LLC

    P. Marc Fischer, BOMA Fellow, MBA, CPM®, RPA®, CCIM®, LEED® Green Associate is President & CEO of InspiRE CRE, LLC, a Mid-Atlantic-based commercial real estate consulting and training organization.  A former president of BOMA/Baltimore, Fischer is an inaugural member of the BOMA Fellows program. In addition to authoring many BOMA International courses and publications, including the Foundations of Real Estate Management program, he is a sought after speaker on a variety of commercial real estate topics.

    Member: $149

    Nonmember: $199

  • Contains 3 Component(s), Includes Credits

    A discussion of what worked and what did not immediately after the COVID-19 pandemic changed the way we all conduct the business of operating and leasing medical properties. Hear about the lessons learned and how the pandemic has forever changed the future of managing healthcare real estate.

    A discussion of what worked and what did not immediately after the COVID-19 pandemic changed the way we all conduct the business of operating and leasing medical properties. Hear about the lessons learned and how the pandemic has forever changed the future of managing healthcare real estate. 

    AMY HALL

    Vice President, Leasing

    Physicians Realty Trust

    Amy Hall is Vice President of Leasing for Physicians Realty Trust (NYSE: DOC) the country’s leading healthcare REIT. DOC owns and operates Medical Office Buildings throughout the United States where she has developed a Leasing team from the ground up utilizing technology from the onset. DOC owns and manages more than 265 medical office buildings in 39 states, consisting of over 14 million square feet and $4.5 billion in asset value. Hall has been with DOC since 2016 and has built the leasing division of the company during her tenure to utilize state of the art technology for Leasing Processes and Procedures. Her team has continued to lead by example in the industry in using new technology and track data to minimize risk in the DOC portfolio and reduce vacancy, currently, DOC maintains the highest occupancy in the Healthcare REIT sector. In the face of changing market conditions, Amy and her team have more than tripled the Leasing Activity at DOC.

    Hall has more than 15 years of diversified strategic leasing and management experience in real estate including the office, retail, industrial, and medical office sectors for both public and private companies. She is experienced in leveraging technology and partnering with senior executive teams to execute strategic and tactical initiatives focused on performance and operational improvements to increase occupancy and maximize revenue in both high growth and challenged environments. She is a seasoned leader, understanding both operational and customer-facing challenges with the ability to drive employee engagement.

    JIM CROY

    Senior Vice President, Leasing Medical Office Properties

    Healthpeak Medical Office Properties

    Mr. Croy has been Senior Vice President - Leasing, Medical Office Properties for HCP since January 2015. Mr. Croy joined HCP in 2003 as Vice President of Leasing in connection with our purchase of MedCap Properties, Having Serviced as its Vice President of Asset Management. Prior to that, he served as Vice President for CBRE in Nashville for nine years. Prior to CBRE, Mr. Croy was Vice President of Corporex Realty, and began his real estate career in 1984 with the leasing and asset management division for Hurd Realty in Nashville. He graduated from Tennessee Tech University with a degree in Industrial Engineering, and also received an MBA from The Massey School of Business at Belmont University.

    MATT CRAWFORD

    Vice President, Real Estate & Ambulatory Facilities

    Bon Secours Mercy Health

    Matt Crawford is Vice President, Real Estate and Ambulatory Facilities for Bon Secours Mercy Health. He oversees the ministry’s real estate portfolio including transaction management and brokerage, ambulatory facility management, and portfolio administration.

    Bon Secours Mercy Health is the fifth largest Catholic, nonprofit healthcare system in the United States. It operates 40 hospitals in 7 states and Ireland including an ambulatory footprint of more than 12.5 million square feet of leased and owned medical office and administrative real estate assets.

    Prior to joining Bon Secours Mercy Health Matt held several roles at Cushman & Wakefield, an international commercial real estate services firm. Most recently he was an account director responsible for a team of more than 35 associates engaged in activity across the corporate real estate services spectrum. Previously, he was the single point of contact and multi-market account manager for a national logistics firm and their 58 office North American portfolio and a revenue producing tenant representation broker specializing in office and medical product.

    IAN HUGHES

    SVP Property Management & Leasing - East Territory

    Lillibridge Healthcare Services Inc.

    Ian oversees the management and leasing function for the Eastern Territory. He is responsible for driving financial performance and customer satisfaction by creating an atmosphere where our team can perform at the highest level.

    Prior to joining Lillibridge, Ian served with CBRE overseeing a diverse portfolio of assets in Georgia. He served other major real estate companies including oversight of management teams with Equity Office properties and JLL in Alabama, Georgia, Florida and New York City. Ian is an active member of BOMA and a past president of BOMA Georgia.

    Ian earned his MBA from Drexel University and his BA in Economics from Villanova University.

    JULIE WILSON

    Senior VP, Leasing & Management

    Healthcare Realty

    Julie Wilson leads the leasing and management teams for Healthcare Realty’s 26-state, 12+ million square foot portfolio of medical office properties. She joined Healthcare Realty in 2001 as part of the firm’s development group. Ms. Wilson began her commercial real estate career in 1993 as a leasing agent for Harbor Group Commercial in Norfolk, Virginia. She has also worked in healthcare investment banking for Jefferies & Company and J.C. Bradford & Co.

  • Contains 3 Component(s), Includes Credits

    This panel will delve into how health systems can develop and design with flexibility and integration of technology allowing them to adjust more quickly to future healthcare and real estate trends, as well as discuss how COVID-19 has changed design and operational strategy.

    This panel will delve into how health systems can develop and design with flexibility and integration of technology allowing them to adjust more quickly to future healthcare and real estate trends, as well as discuss how COVID-19 has changed design and operational strategy. 

    ALANNA CARTER

    Healthcare Principal, Vice President

    HGA

    Alanna’s expertise in Environments for Aging stems from a strong motivation to provide a better quality of life for residents, visitors, and staff. Her aim is to design environments that support wellness and independence to enliven through serving medical, physical, social, and spiritual principles. Her approach enables the experience to be foremost in the design conversation, which ultimately benefits staff and operations. A frequent speaker and published in many outlets, Alanna shares her knowledge to promote high-quality design in all aspects of the industry.

    ERIN COUCH

    Standards and Design Director

    Providence St. Joseph Health

    Erin has been with Providence St. Joseph Health since 2015 in the role of Standards and Design Director for PSJH Enterprise. PSJH is one of the largest health systems in the U.S. with 51 hospitals, 1,085 clinics, 119,000 caregivers, and 8 healthcare partners. Erin is directly responsible for the direction, implementation, and updating of the PH&S Recommended Acute Care Standards as well as providing oversight for the Physician Division/Real Estate and Construction System Standard for Clinics.

    In addition, Erin provides high level strategy, design, and architectural advice for all system ministries in conjunction with the Real Estate Strategy and Operations (RESO) Planning and Enterprise Councils. Other responsibilities include collaboration with system vendor partners and coordination with PSJH’s other shared service providers including Supply Chain, EVS, Facilities, IP and Ergonomics, Security, and Equipment planning. Specific planning and design oversight include the University of Providence, Great Falls, Providence St. Patrick’s MOB in Missoula, Reed’s Crossing in Oregon, hospital planning in southern California, and a multitude of acute and clinic projects across the Alaska and Washington regions.

    Erin‘s career as a healthcare architect spans over 30 years with a focus on projects in Oregon, Washington, and California. Projects include clinics in urban and rural sites, critical access and acute care hospitals, as well as medical office buildings, ambulatory surgical centers, and facility planning for many healthcare entities. She holds a Bachelor of Architecture degree from the University of Oregon and is a registered architect in the State of Oregon. Erin is also a member of the American Institute of Architects, a member and Past Chair of the Architecture for Health Committee, and a working member of PSJH’s Oregon region Health Housing Initiative.

    STEPHEN BARRY

    President

    Rendina Healthcare Real Estate

    Stephen K. Barry is President of Rendina Healthcare Real Estate, where he forms and maintains close relationships with leading health systems and physician groups nationwide, tailoring solutions for clients that focus on ambulatory strategy and market share growth. Steve also creates and executes Rendina’s growth strategy for expansion into new markets, and forges partnerships with real estate services firms.

    During his 14 years with Rendina, Steve has gained experience in all facets of healthcare real estate, including development, leasing, and property management. Steve has driven the development of more than one million square feet of outpatient facilities, and as a member of the Health Care and Life Sciences Council, he collaborates with industry leaders on matters related to investing, developing and operating acute care and specialty hospitals, medical office buildings, outpatient service centers, ambulatory surgery facilities and life science/research facilities.

    Prior to joining Rendina, Steve spent two years as an analyst with J.P. Morgan in New York. Steve holds a Bachelor of Business Administration degree in Finance cum laude from the University of Notre Dame.

    CHANTILY MALIBAGO

    Director of Real Estate Development-Healthcare

    Mortenson Development

    Chantily leads Mortenson Development’s healthcare vertical and is responsible for driving strategy and long-term growth. A 20 year real estate professional, Chantily has worked with health systems and care organizations nationwide delivering real estate solutions to help reduce the cost of care, improve the patient experience and positively impact the health of their communities. Most notably, she was responsible for regional portfolio strategy and management for a Fortune 6 global healthcare organization.

    Chantily brings a customer-focused approach—taking time to understand a client’s objectives and aligns resources, market knowledge and data needed to help make informed decisions. This makes her a trusted partner committed to helping healthcare clients achieve meaningful results by levering Mortenson’s deep development expertise—from strategic planning, portfolio optimization, site selection and financial feasibility to creative financing strategies and partnerships.

    Six Sigma Green Belt certified, Chantily earned her undergraduate degree from the University of Minnesota, Twin Cities and a Master’s Degree in Healthcare Services Administration from the University of South Dakota. She is a member of the American College of Healthcare Executives and the Healthcare Financial Management Association.

    KERRIE BARTEL-CHRISTENSEN

    Vice President of Real Estate Strategy and Operations

    Providence St. Joseph Health

    Kerrie Bartel-Christensen is the Vice President of Real Estate Strategy and Operations for Providence St. Joseph Health in the Oregon Region. She is a highly qualified, seasoned, Senior Healthcare Real Estate Executive with fifteen years plus experience working with vertically and horizontally integrated, multi-affiliate health systems. Kerrie has accountability for real estate strategy, design, construction, property management, facility operations, and environmental services. During this time of healthcare disruption and the shift to value-based care, Kerrie brings a unique view of moving upstream to address population health through strategic investment in the built environment while addressing the social determinants of health. Kerrie’s career spans more than 20 years in corporate real estate, healthcare, asset management, leasing, project management, and finance. She has deep financial acumen and the ability to navigate highly political organizations. She has worked in both the Midwest and West Coast markets, a background in public housing, and a Master of Business Administration (M.B.A.) from Grand Valley State University.

  • Contains 3 Component(s), Includes Credits

    This session will provide an overview of the life sciences asset class, including a detailed look at the most active cluster markets. The panel of industry experts will explore how life science buildings compare to traditional MOB’s - from a physical and operational standpoint, as well as from an investment perspective. We’ll also dive into the sector’s outlook for the future.

    This session will provide an overview of the life sciences asset class, including a detailed look at the most active cluster markets. The panel of industry experts will explore how life science buildings compare to traditional MOB’s - from a physical and operational standpoint, as well as from an investment perspective.  We’ll also dive into the sector’s outlook for the future.

    FADY BARMADA

    President & Co-Founder

    Array Analytics- Pivotal

    Fady brings 25 years of healthcare consulting and design to his role as Practice Leader of Strategic Advisory Services. He works with a wide range of healthcare organizations; community and children’s hospitals; and academic medical centers. Fady’s expertise focuses on strategic and capital planning; market assessment and clinical alignment; and real estate and physical asset portfolio optimization.

    When not tending to his clients’ asset opportunities, Fady can be found spending time traveling with his wife and three children.

    JOHN S. MILNE

    Senior Vice President, Real Estate Strategy and Operations

    Providence St. Joseph Health

    John joined Providence in May 2018 as Senior Vice President, Real Estate and Construction. As a practicing physician and capital venture entrepreneur, John brings a unique perspective into healthcare real estate that focuses on the health of the communities we serve. In his role as Chief Medical Officer for Zoic Capital, John provides leadership in managing a collection of early state healthcare and life science venture funds. John holds the distinction of the first physician certified as a WELL AP by the International Well Building Institute, as well as a history of leading large scale strategic initiatives with focus on new market growth, including development and implementation of new healthcare facilities. John received his medical degree from the Medical College of Wisconsin, as well as a Master of Business Administration from Michigan State University College of Human Medicine.

    MARK BURKEMPER

    Senior Managing Director; Head of Transactions Group - North America

    Harrison Street

    Mr. Burkemper joined the firm in 2009 and is a member of the firm’s Executive Committee. As Head of the Transactions group, Mr. Burkemper is responsible for overseeing the day-to-day operations of the North American Transactions group. In addition, he is responsible for sourcing transactions and forming joint venture relationships.

    Prior to joining Harrison Street, Mr. Burkemper was at Morgan Stanley within its Merchant Banking Real Estate Investing Group. While there, he sourced, underwrote and closed acquisition and joint venture opportunities in the US, Canada and Mexico for several of its funds. In this capacity, he analyzed potential acquisitions, development and redevelopment opportunities across the capital structure, property types and risk / return fund parameters.

    Mr. Burkemper graduated from the University of Wisconsin – Madison with a BBA in Real Estate and Urban Land Economics as well as Finance, Investments Banking. He is a member of the University of Wisconsin Real Estate Alumni Association.

    JAKE ROHE

    Partner and SVP Development

    PMB

    Jake has been with the firm since 2005 and focuses on the overall vision and strategy of the company including financial, operational and delivery partnerships. Jake specializes
    in all phases of project development and has been instrumental in the successful completion of more than 2.1 million square feet of healthcare space, 7,000 structured parking stalls and over $1.1 billion of equity and debt financing. Specifically, Jake is responsible for sourcing, structuring and leading development opportunities including deal structuring, entitling, financing, and managing ground-up development projects from inception to occupancy.

    Prior to joining PMB, Jake was an investment sales associate at Voit Commercial Brokerage in Orange County, CA. Jake is a LEED® Accredited Professional and has a California real estate broker’s license. He is on the ULI Health Care and Life Sciences Council, an advisory board member of Cal Poly Pomona’s College of Environmental Design and holds active memberships in the Urban Land Institute (ULI), Cornell Real Estate Council and the U.S. Green Building Council.

    Jake received his Bachelor of Science degree in Industrial and Labor Relations from Cornell University in 2003. In 2006, he received Certificates in Real Estate Finance, Investments and Development as well as Entitlement, Development and Design from the University of San Diego. Additionally, he received a Certificate in Healthcare Transformation from the University of California Irvine.

    LESLIE SCHATZ

    Vice President, Product

    Optum

    Leslie has spent her professional career dedicated to improving healthcare, beginning with her experience as a financial analyst for Johnson & Johnson, then as a revenue cycle consultant for Stockamp & Associates (now Huron Consulting).
    Leslie joined the Advisory Board in 2006, starting her tenure launching the Advisory Board’s first technology product, Surgery Compass. She led the delivery team and shaped the early design of that product while delivering cost savings to hundreds of members. She then launched ABC’s first international technology product, Theatre Compass, in the Australian market.
    Leslie then spent eight years in Product Development, working to shape, launch and enhance many of the Advisory Board’s new technology business – including work in the emergency department, nursing workflow, spend performance, medical group performance, cardiac cath lab, medical referrals and strategic planning. As a technologist, Leslie worked with members to define problems, design solutions, conduct user testing and ultimately oversee the build of technology solutions.
    Since being acquired by Optum, Leslie initially served as the General Manager of Crimson Market Advantage, leading a multi-faceted team to provide value to over 1200 hospitals in the US. She currently serves as the Vice President of Product, with an emphasis on care coordination, strategic planning, physician outreach, consumer digital marketing, and data strategy to support hospital and health system growth and cost reduction objectives.
    Leslie is a graduate of the Pennsylvania State University, with a degree in Finance and International Business. She resides in Colleyville, Texas, with Dan, her husband of 15 years, daughters Karah and Brooke, and boxers Stella and Austin.

  • Contains 3 Component(s), Includes Credits

    Learn how different systems are revising their strategy around administrative space, and how they are increasing the throughput of their facilities during a pandemic.

    Learn how different systems are revising their strategy around administrative space, and how they are increasing the throughput of their facilities during a pandemic.

    COURTNEY NELSON

    System Director of Real Estate Transactions & Portfolio Strategy

    CommonSpirit Health

    Courtney Nelson is the System Director of Real Estate Transactions & Portfolio Strategy for CommonSpirit Health. Courtney has spent her entire career in healthcare real estate and most recently supported the real estate portion of the megamerger of Catholic Health Initiatives and Dignity Health that resulted in CommonSpirit, the combined organization with 142 hospitals in 21 states. In 2016/2017, Courtney led the largest sale leaseback transaction by a hospital system when Catholic Health Initiatives sold a portfolio of healthcare real estate assets valued at nearly $1B to Physicians Realty Trust. Courtney currently oversees multiple facets of CommonSpirit's real estate transaction activity including all leasing, development, acquisition, disposition and portfolio strategic planning for all types of real estate and land. In 2020, Courtney was featured in American Healthcare Leader magazine for her innovative work with CommonSpirit Health and was recognized by Connect Media in 2017 as one of the Top 40 Women in Real Estate. Prior to joining Catholic Health Initiatives, Courtney was Vice President of Asset Management & Leasing for NexCore Group, a healthcare real estate development firm located in Denver, CO. She earned her B.S. and M.B.A. from Stephens College, a private women's college located in Columbia, Missouri.

    KELLIE HILL

    Senior Associate

    JLL

    Kellie Hill has 20 years of experience in the commercial real estate industry with specialization in Brokerage, Business Development, Account Executive, Director of Operations, Project Manager, Program Manager, Construction Superintendent, and CEO of a boutique consulting firm. She is currently the Senior Associate on the Southern California Healthcare Practice Group. Through her diverse background in real estate and development, she is able to identify current obstacles in a very complex market and bring creative solutions that help save time and money. She thrives in change and uncertainty and ensures her clients experience the calm, not the storm.

    Previous to joining the Southern California Healthcare Practice Group, Kellie was the Sales Director for GreaterLos Angeles and Orange County.
    She was responsible for all sales activities throughout the Greater Los Angeles and Orange County Region. Her duties include pursuit identification and management, strategic development with multiple lines of business within CBRE to align with sales strategy, sales professional growth and training, technology roll-out, and change management. She is proficient in many cloud collaboration tools including Salesforce, Box, Hightower, VTS, Smartsheet, and Tableau.

    Hill joined CBRE from Cassidy Turley where she served as Vice President of Project and Development Services in Southern California. During her tenure at Cassidy Turley, Kellie founded the project management division in San Diego, CA growing revenue by 250%

    DEB SHEEHAN

    Managing Director

    The BDO Center For Healthcare Excellence & Innovation

    Deb is a Managing Director of BDO USA, LLP’s Advisory Practice, a team that is devoted to helping organizations achieve optimal operational and financial performance outcomes in deploying their processes and real estate assets. BDO’s practice brings together leaders with deep experience across financial, clinical, design, construction, operations, data analytics, and legal disciplines committed to a collaborative culture to create robust organizational change.

    Honing a background of business management, design, engineering and construction, Deb champions strategies that shape industry trends and anticipate next generation solutions. Her success partnering with clients across the globe has made her a sought after industry expert, contributing to ASHE, American Business Journal and Becker’s Hospital Review as well as National Building Sciences Institute.

    In a career spanning three decades, Deb has been honored for her evidence-based project delivery approach. Her work has been published by organizations such as Building Design & Construction and Health Facility Management in addition to features in The Wall Street Journal, Fast Company, Forbes and Modern Healthcare. Deb is a past recipient of Building Design & Construction’s inaugural 40-und-40 program.
    She is a diplomat of the American College of Healthcare Executives and a DBIA and LEED certified professional.

    LAMONTE JOHNSON

    Director, Real Estate Planning & Market Lead

    Atrium Health

    An energetic, positive leader with expertise in client relationship management, corporate real estate and business support. Proven track record of achieving results by developing strategic business alliances and oversight of business programs. Adaptable team player with a history of success in changing environments, including merger integration teams. Strengths include excellent communication skills, strategic planning, project / program management, and handling complex business problems.

  • Contains 3 Component(s), Includes Credits

    Analysts from investment banks and equity research groups discuss the current state of the healthcare real estate sector.

    Analysts from investment banks and equity research groups discuss the current state of the healthcare real estate sector.

    JUAN SANABRIA

    Director

    BMO Capital Markets

    Juan joined BMO’s U.S. Equity Research team in 2020 as a Director covering REITs in Chicago. Prior to BMO Capital Markets, Juan was a Vice President at Ventas, a diversified S&P500 healthcare REIT, where he led the company’s investor relations team (2019-20). Previously, he was a director and equity analyst at Bank of America Merrill Lynch (BAML), where he was a senior member of a top 3 ranked Institutional Investor U.S. REIT team in New York (2013-2019). Prior to 2013, Juan spend seven years at ML/BAML covering Australian REITs, in Australian Equity Specialty Sales, as well as at Goldman Sachs and Donaldson, Lufkin & Jenrette. Juan graduated from The Wharton School at The University of Pennsylvania with a Bachelor of Science Degree in Economics, graduating cum laude.

    RAJ REHAN

    Head of Real Estate Securities, Americas

    BlackRock

    Raj Rehan, CFA, is the Head of Real Estate Securities, Americas at BlackRock. Raj has two decades of real estate investing experience; he has been covering healthcare REITs for ten years. Prior to joining BlackRock, Raj was a founding member of the real estate securities business at Aviva Investors. Raj started his career at M&G Prudential. Raj has a first-class honor, BSc degree in Economics from the University of Warwick (UK), he is a Chartered Financial Analyst charter holder.

    TODD STENDER

    Senior Equity Analyst

    Wells Fargo Securities

    Todd Stender is a Managing Director within Equity Research at Wells Fargo Securities. He joined the company in July 2009 as a Senior Analyst responsible for the Healthcare, Self-Storage, Net Lease, Manufactured Housing, and Single-Family Rental REIT sectors. Specifically within Healthcare, Todd’s REIT coverage spans 12 REITs – across a mix of 5 property types: medical office buildings, hospitals, senior housing communities, skilled nursing facilities, and life science; market caps ranging $2B to $35B. Prior to joining Wells Fargo Securities, Todd held equity analyst positions covering healthcare and residential REITs at Keefe, Bruyette & Woods from 2007-09 and Wachovia Securities from 2005-07. Todd began his Wall Street career at Crowell, Weedon & Co covering the REIT, regional bank, and insurance sectors. In addition, Todd is actively involved in youth sports through coaching baseball, basketball, and football. Todd received a BA from LaSalle University and an MBA from Pepperdine University.

    MINDY BERMAN

    Senior Managing Director, Healthcare Group Leader

    JLL

    Mindy serves as Senior Managing Director of JLL Capital Markets, Americas and coleader of JLL’s National Healthcare Group. She serves the firm’s investor and provider clients by advising and executing financial strategies and requirements for their healthcare real estate property.

    Mindy has more than 35 years of corporate finance and capital markets experience structuring and arranging financing for the fixed assets of major corporations to meet their economic, financial, operational, tax and financial reporting objectives. Ms. Berman has advised and arranged over $10 billion of healthcare industry real property for providers, investors and developers involving investment sales, developer build-to suits and project and structured financing of acute care facilities, medical office
    buildings, senior housing and skilled nursing facilities and other healthcare-related properties. She has relationships with a multitude of capital sources including institutional investors, financing sources and private equity.

    Mindy is a member of HFMA, the ULI Health Care and Life Sciences Council, the Advisory Board of Healthcare Real Estate Insights and the Financial Accounting Committee of the leading leasing association and a frequent contributor to industry publications and a speaker on healthcare, capital markets and accounting topics. Ms. Berman’s expertise and experience has been evidenced in recognitions such as the Event Chair of the 2016 Revista Medical Real Estate Investment Forum and selection by a peer group as HREI’s Healthcare Executive of the Year in 2014.

    Prior to joining JLL, Ms. Berman was in leadership positions at KeyCorp, Bank of Tokyo Mitsubishi, and 42 North Structured Finance, where she led business development and capital markets teams for their leasing and structured finance groups.

    STEVE LEATHERS

    real estate capital markets professional

    Mr. Leathers is a real estate capital markets professional with experience within investment sales or brokerage, capital raise, investment management and portfolio management.

    His specialties include: Healthcare Real Estate advisory, capital markets, acquisitions, finance and portfolio management.

    Mr. Leathers has fifteen years commercial real estate experience that includes investment sales, capital markets, acquisitions and dispositions, equity placement, debt financing, underwriting, portfolio and asset evaluation, relationship management, and business development. Mr. Leathers has represented two nationally focused investment management platforms in the acquisition of $3.3 billion in commercial real estate totaling 12.8 million square feet, of which a majority was healthcare real estate related. While focused on healthcare, his background includes expertise in office, mixed-use and life science properties. He has working relationships with a myriad of investor and capital funding sources including healthcare REITs, private equity, regional and national healthcare-focused developers, commercial banks and specialty finance companies.

    VIKRAM MALHOTRA

    Executive Director, Real Estate Equity Research

    Morgan Stanley

    Vikram Malhotra is an Executive Director who covers the REIT industry and previously covered Machinery and Business Services. Vikram joined Morgan Stanley in 2007 after serving as a Senior Manager with Jones Lang LaSalle, a global real estate solutions firm. He has also worked for Colliers International as a real estate investment consultant. Vikram holds a BS in industrial management from Purdue University and an MBA from the University of Michigan’s Ross School of Business.