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The Deal

 

Clear the date December 5 on your calendar!

CLICK HERE now to register before it's too late!
 

Attention – Middle-Market Private Equity Real Estate Investors, Mezzanine Providers & Traditional Real Estate Lenders

THIS EVENT IS CANCELED

 

Private Equity Investing in Real Estate

Opportunities are on the Horizon
From a Market on the Mend

 

BRAND NEW ROUNDTABLE

 

  Attendance Is Limited!

 Register Now

                         

CHAIRED BY

David Valger, Founding Partner
DVO Real Estate

 

20 Expert Speakers, including --

M. Patrick Campbell Perth Advisors LLC
Brad Coburn Stoltz Management Co.
Matthew Cohen Westbrook Partners LLC
Howard R. Cooper Cooper Family Office
Jonathan M. Estreich Estreich & Co. Inc.
Geoffrey Gardner Patriot Equities LP
Jeffrey L. Goldberg Milestone Group
Peter Linneman Linneman Associates
Charles C. Meyer Red Capital Markets LLC
Rodney A. Montag Mountain Real Estate Capital
Jay A. Neveloff Kramer Levin Naftalis & Frankel LLP
Michael E. Olshan O-CAP Management LP
John W. Randall PCCP LLC
Oleg R. Sabel Hogan Lovells US LLP
Shimon Shkury Ariel Property Advisors LLC
Eric S. Silverman Eastham Capital
Douglas M. Weill Hodes Weill & Associates LLC
Andrew M. Winn Centura Capital LLC
Jonathon K. Yormak East End Capital

 

Click Here to Register >>   Purchase Audio Package >>

 

 


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY CONFERENCE

Wednesday, December 5, 2012

8:00 am – 5:00 pm
New York City 

Designed to Meet the Needs of GPs, LPs, & Managers of Real Estate Private Equity Funds, Bridge, Mezzanine, High Yield Debt & Traditional Lenders,

as well as, Operating Partners, and the Bankers, Lawyers, Accountants,
& Other Advisors Who Support the Real Estate Investing Community

Faculty | Schedule | Registration | Location | Sponsorship | Audio Package |

During 2012, middle-market private investors’ interest in real estate has drastically increased, placing much focus on 2013, a year that promises to be full of attractive opportunities. 

 

One industry source says nearly half of investors plan to make new commitments next year.  Promising indicators include --

  • Capital has returned to the real estate sector in a meaningful way with debt volumes increasing and established private equity funds both raising and deploying capital.
  • The commercial mortgage-backed securities market is re-emerging, and lenders are re-establishing themselves as reliable resources for real estate investors, increasing the market’s liquidity and providing attractive terms.
  • Seeking higher yields, institutional investors have begun to look again for opportunities in secondary and tertiary markets where local economies are improving.
  • New opportunities for investment have been created with a rush to capitalize on the scattered-site rental housing and single-family bank REO segments.
  • Borrowing rates are generally expected to hold near record lows throughout 2013, providing stability to a marketplace which has been very volatile.

Helping you exceed your expectations and find new opportunities is the focus of this BRAND-NEW conference from The Capital Roundtable – being held in New York City on Wednesday, December 5.

 

Here are 6 important reasons you should attend this conference –

 

  • Find out why multi-family is the hot property category of 2012, learn if this trend will continue, and hear how experts identify and capitalize on opportunities.
  • Discover what other real estate sectors can provide opportunities, and hear where the “smart money” is investing.
  • Discover how real estate private equity funds are differentiating themselves, and raising capital from previously untapped and highly-selective investors.
  • Learn how LPs view risk-adjusted returns across core, core-plus, value-added, and development opportunities, and learn how to position your strategy to meet investor expectations.
  • Identify which geographic regions offer the best opportunities in the near term and which merit a closer look as you execute your investment plan.
  • Hear how the November election results, legislative initiatives and public policy, and global economics will affect real estate owners and fund managers

Chair of this BRAND-NEW conference on Wednesday, December 5, in New York, is David Valger of DVO Real Estate.

 

Over the course of his career, David has been responsible for originating and closing more than $5 billion of transactions in terms of total capitalization.

 

David is founding partner of DVO Real Estate, a private equity firm with a primary focus on multi-family real estate opportunities throughout the US. Prior to founding DVO, David was a partner at RCG Longview Debt Funds where he led the firm’s multi-family investment platform. 

 

David holds a BA from Binghamton University and an MBA from the The Wharton School at the University of Pennsylvania.

 

20+ Real Estate Experts Will Discuss Their Insights and Stratgies  

 

Our Roundtable features four expert panel discussions led by our chairman, and with the shared insight of over 20 top real estate private equity experts.

When you attend our December 5th Roundtable, you will learn from GPs, operating sponsors, investment bankers, lenders, consultants, and more -- offering real-world perspectives, lessons learned, industry outlooks, and insights on managing investment strategies.

 

Here are some examples of recent middle market real estate transactions that are typical of the current market’s activity --

  • Pantzer Properties recent acquisition of a two-tower, 891-unit multi-family high rise in the Washington DC area.
  • The Rockpoint Group’s sale to the Kushner Companies of a 25 percent stake in its portfolio of nine multi-family properties in Maryland.
  • AEW Capital Management’s takeover of the core real estate portfolio of the Nevada Public Employees Retirement System from BlackRock.
  • Equity Group Investments’ acquisition of the largest Class A office park in the Minneapolis market from TIAA-CREF.

This Capital Roundtable conference provides participants a front-row seat as experts share how some of the most respected firms in the real estate industry evaluate deals and capitalize their businesses. 

You’ll leave with a full complement of ready-to-use tactics and best practices that will help you achieve the successes you seek.

Here’s a sample of the critical information that will be provided --

 

  • Who will be the chief beneficiaries as the housing recovery continues.
  • What are the factors that lenders are employing when evaluating today’s

              real estate deals.

  • How appraisers are valuing assets today.
  • What the differences are between investing in residential, office, healthcare,

              retail, hospitality, and other asset categories.

  • What innovative deal structures may help to maximize investment value.
  • What misconceptions are common among real estate investors, and what is

              the reality.

Great Networking Opportunities Fill Out This Full-Day Conference

 

We’ve built ample time into the day’s agenda so you can --

 

  • Meet fellow attendees and featured speakers
  • Enhance your personal database with valuable connections
  • Share both ideas and business cards
  • If you’re a lender, investor, fund manager or investment banker -- Identify potential partners
  • If you’re an attorney or advisor -- Meet new potential clients
  • If you work as an executive search professional -- Meet potential prospects

Hard assets and hard savings go together, which is why The Capital Roundtable is pleased to offer a generous discount for attendees who register early. Sign up for this brand-new conference before Friday October 12, 2012, and you’ll receive $400 off our regular price.

 

And keep in mind this conference is certain to fill up quickly, so you’ll want to register as soon as possible to assure yourself a seat.  To avoid disappointment, please contact Mara Kane today to confirm your attendance at 212-832-7300 ext. 0 or mkane@capitalroundtable.com.

This conference is being produced by The Capital Roundtable, America’s leading conference organization focusing on “need-to-know” information for professionals in the middle-market private equity community.  For more information about The Capital Roundtable’s 30 annual conferences and other events and programs, please visit www.capitalroundtable.com.

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Faculty

Chaired By

  • David Valger, Founding Partner DVO Real Estate

Hosted By

  • Burt Alimansky, Chairman and CEO, The Capital Roundtable

Speakers Include --

  • M. Patrick Campbell, President, Perth Advisors LLC
  • Brad Coburn, Chief Operating Officer, Stoltz Management Co.
  • Matthew Cohen, Westbrook Partners LLC
  • Howard R. Cooper, Chief Executive Officer, Cooper Family Office
  • Jonathan M. Estreich, President, Estreich & Co. Inc.
  • Geoffrey Gardner, Principal & CIO, Patriot Equities LP
  • Jeffrey L. Goldberg, Managing Partner, Milestone Group
  • Peter Linneman, Emeritis Professor, The Wharton School
  • Charles C. Meyer, Senior Managing Director, Red Capital Markets LLC
  • Rodney A. Montag, Senior Director, Mountain Real Estate Capital
  • Jay A. Neveloff, Partner, Kramer Levin Naftalis & Frankel LLP
  • Michael E. Olshan, Managing Partner, O-CAP Management LP
  • John W. Randall, Senior Vice President, PCCP LLC
  • Oleg R. Sabel, Counsel, Hogan Lovells US LLP
  • Shimon Shkury, President, Ariel Property Advisors LLC
  • Eric S. Silverman, Managing Director, Eastham Capital
  • Douglas M. Weill, Managing Partner, Hodes Weill & Associates LLC
  • Andrew M. Winn, Partner, Centura Capital LLC
  • Jonathon K. Yormak, Managing Principal, East End Capital

More speakers to be announced

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Schedule

 

Conference
07:30 - 08:30
08:30 - 09:00
09:00 - 09:45
09:45 -
11:00

11:00 - 11:45
11:45 - 12:45


12:45 - 01:45

01:45 - 02:30

02:30 - 03:30


03:30 - 04:30


04:30

  

Wednesday, December 5, 2012

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

Morning Keynote

First Panel -- “Tales from the Trenches -- Five Real Estate Investors Report on Where They’re Seeing the Best Opportunities”

Coffee & Networking Break
Second Panel --
“Capitalizing On Your Deal -- Four Leading Investment Professionals Discuss Sources of Capital for Real Estate Deals”
Luncheon & Networking

Afternoon Keynote

Third Panel -- “Structuring & Analyzing -- War Stories from Key Industry Professionals”

Fourth Panel -- “How, When, & Where to Raise Capital -- From Institutional Investors to Wealthy Individuals & Everything in Between”

Networking & Adjournment

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Registration

  • Early Bird Registration Fee -- save $400 off the standard fee! Register by Friday, October 12, and the fee for the conference is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, November 2, and the fee for the conference is $1195.
  • After that, the standard fee is $1395 for the conference.
  • At the door, if space is available, the fee is $1495 for the conference.
  • Special group rates -- The Capital Roundtable offers a special discount for 2 or more people.  For more info, please contact Mara Kane at mkane@capitalroundtable.com or 212-832-7300 ext 0.


Click Here to Register >>    Purchase Audio Package >>

 

 Visit Audio Library >>    Add to Outlook Calendar >>

 


You can pay by credit card (using the links above) or by check. Mail your check and business card to: New York Business Roundtable Inc., 12 East 44 Street, Penthouse, New York, NY 10017.

If the program is oversubscribed, we will notify you immediately and not charge your credit card.  (If you need to cancel, please do so by Thursday, November 29 at 5:00pm, and we will credit you for a future conference.)


From time to time, for reasons beyond Capital Roundtable's control, program schedules and speakers become subject to change.  We make every effort to announce substantive changes by email to registrants at least 48 hours in advance.

Have a special question?  Please contact Mara Kane at 212-832-7300 ext.0 or by email at af@capitalroundtable.com.

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Location

Private club in midtown Manhattan

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Audio Package

Can't attend but want to hear the program? You can buy the audio package along with the handouts. Purchase the audio package online now.

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Sponsorship

The Capital Roundtable offers excellent marketing and business development opportunities to reach the middle-market private-equity community. For more details, please contact Christine Rath at 212-832-7300 or by email at crath@capitalroundtable.com.

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