Registration Questions

Call: 202-684-2034
Email: eventregistration@bisnow.com

Request Speaker Information

Speaker Topics

Tell us a Little More

Speakers and Panels

Tina Renee McCall

Tina Renee McCall

Managing Director

Bridge Investment Group

Tina Renee McCall

Managing Director

Bridge Investment Group

Tina Renee McCall serves as the Managing Director of Asset Management & Dispositions at Bridge Investment Group. She oversees Disposition and Asset Management teams nationally and is responsible for capital markets and asset management training programs and procedures. During her career, McCall has developed successful management and marketing strategies for commercial real estate assets across the country. A proven problem-solver and leader, McCall is highly experienced in asset management, leasing, capital markets and portfolio management, and has cultivated tenant relationships with executives at Fortune 500 companies.

Prior to joining Bridge, McCall was the Senior Vice President of Asset Management at Gemini Rosemont Commercial Real Estate, where she helmed the organization’s East Region office and managed the investment performance for 20 buildings totaling more than 3 million square feet. She hired and directed asset management analysts, brokers, property managers, administrative staff and engineers to implement marketing and management strategies, and she successfully completed more than 100 lease transactions over a four-year period.

McCall has also served as Vice President of Asset Management for Columbia Property Trust, where she directed the financial performance of 20 assets totaling more than 7 million square feet in major U.S. markets such as New York, Boston, Atlanta, Orlando, Raleigh-Durham and Pittsburgh. Through her highly focused investment approach, McCall significantly enhanced the value of real estate assets while maintaining an average occupancy rate of 95 percent. She also played an integral role in the firm’s successful disposition of 18 properties, totaling nearly 4 million square feet.

During her time as Investment Officer at Wells Real Estate Funds, McCall completed more than 900,000 square feet of new and renewed leases, helped with a strategic portfolio disposition totaling 1.9 million square feet, and maintained an average occupancy rate of 94 percent.

McCall received a bachelor’s degree in environmental economics and management from the University of Georgia, as well as a master’s of business administration with a concentration in finance from Georgia State University. She is a Certified Commercial Investment Member and currently serves as the 2018 President for CREW Atlanta and the 2018 Director of the Atlanta Commercial Board of Realtors.

Atlanta Capital Markets

John Isakson

John Isakson

Chief Financial Officer

Preferred Apartment Communities

Lance Patterson

Lance Patterson

CEO & Founder

Patterson

Margaret Stagmeier

Margaret Stagmeier

Managing Partner

Mission Partners

Adi Bhoopathy

Adi Bhoopathy

Managing Principal & Head of Capital Markets

Noble Investment

Chris Eachus

Chris Eachus

Partner

CP Group

Gary Bechtel
Moderator

Gary Bechtel

CEO

Red Oak Capital

John Isakson

Chief Financial Officer

Preferred Apartment Communities

John A. Isakson, Chief Financial Officer of Preferred Apartment Communities, has spent his entire professional career in the real estate industry. He has a broad depth of knowledge of both the private and institutional side of the industry in acquisitions, dispositions, finance, and asset management. Prior to his role at PAC, Mr. Isakson was a founding partner of Williams Asset Management, along with John Williams in January 2006. Williams Asset Management was an investment and asset management firm that ran a private equity fund from 2006 to 2013. Mr. Isakson also served as CEO of Tarpon Development, LLC – a company he co-founded in 1999. Prior to starting Tarpon Development, Mr. Isakson served as vice president of finance for Julian LeCraw & Company, and as a loan officer for Wachovia Bank financing real estate assets in various sectors. In his roles, he has raised equity and debt and closed on transactions with a wide-range of financial instruments – from traditional construction and acquisition financing, to sophisticated bond and tax credit financing. He has participated in transactions ranging from the acquisition and renovation of properties and the construction of high-rise apartments, to the refinancing and repositioning of a variety of apartment communities. Throughout his real estate investment career, Mr. Isakson has participated in transactions representing over 22,000 units and a total capitalization of over $2 billion. He earned a masters in economics from The University of Georgia in Athens and a bachelor’s degree in economics from Tulane University in New Orleans.

Lance Patterson

CEO & Founder

Patterson

Lance Patterson is the CEO of Patterson Real Estate Advisory Group, LLC, which he founded in January 2010. Patterson is a capital placement and real estate finance advisory firm based in Atlanta, with additional office locations in Charlotte, Charleston, Dallas, Nashville and Tampa. Under Lance’s leadership, the firm now employs 25 full-time professionals and has closed more than 450 transactions representing approximately $11 billion in capital placement. Patterson is active in all asset classes and capital platforms, primarily throughout the southern United States with growing activities in the Mid- and Mountain West.

PREVIOUS EXPERIENCE

Immediately prior to forming Patterson, Lance served as President and Chief Operating Officer at Barry Real Estate Companies where he oversaw the company’s capital market activities and general administration. While at Barry, he was responsible for the financing, acquisition, and development of more than $1.5 billion of transactions.

Lance’s career spans nearly 40 years in commercial real estate finance and includes experience as a banker, capital advisor, developer, loan guarantor and investor – all built on a foundation of deeply analytical capital skills. Over his career, Lance forged relationships across the capital markets and enjoys working closely with clients to help leverage great products through appropriate capitalization.

EDUCATION

Bachelor of Finance and Bachelor of German – University of Missouri

Master of Business Administration – Washington University in St. Louis

Robert Bosch Stiftung – Fellow in Bonn and Stuttgart, Germany

INDUSTRY INVOLVEMENT

Lance is past Chair of the Urban Land Institute (“ULI”) Atlanta District Council, ULI Atlanta Governance Committee and ULI Urban Development-Mixed Use Commercial Silver Council. He is currently a member of the ULI Atlanta Executive Committee.

He has been on the boards of New Horizons for Children and Central Atlanta Progress, and is currently on the boards of TVS Design and The Atlantic Companies. He was also on the steering committee for the Terwilliger Center for Workforce Housing.

In addition to his Series 63 and Series 79 licenses, Lance holds broker licenses in Georgia, Florida, South Carolina, North Carolina, Tennessee, and Texas.

LIFESTYLE

Lance is originally from Columbia, Missouri where he still has strong family ties. He resides with his wife in Atlanta, and together they enjoy an active love of travel. Lance has three grown sons with whom he spends as much time as possible, and has a growing number of grandchildren, soon to be four. He speaks fluent German and is a member of The Cathedral of St. Philip Episcopal Church.

Adi Bhoopathy

Managing Principal & Head of Capital Markets

Noble Investment

Mr. Bhoopathy is a managing principal and head of capital markets responsible for debt relationships, asset

dispositions, and transaction management. In addition, he leads contract documentation and closings

related to new acquisitions, development, and financing for all investments.

Mr. Bhoopathy has more than 23 years of hospitality industry experience and has participated in more than

$4.5 billion worth of real estate transactions for the Noble organization since joining the firm in 1999. He

became a partner in 2006 and is a regular panelist at lodging, investment, and financing conferences.

Mr. Bhoopathy earned a BS from the Cornell University School of Hospitality and is a past-president of the

Cornell Georgia Chapter and the Atlanta Hospitality Alliance. He is also a member of the Atlanta Capital

Markets Council for the Urban Land Institute.

Chris Eachus

Partner

CP Group

Chris Eachus is a Partner and founding member of the firm and is responsible for developing and managing all partnership business in Atlanta, Charlotte, Nashville, and Raleigh. His responsibilities include sourcing and capitalizing acquisition and development opportunities, creating and implementing asset management strategies and overseeing property management and leasing functions within his region.

Joining the Crocker organization in 2003, Mr. Eachus was directly involved with the acquisition of over 5 million square feet of office space throughout the southeastern United States — with a total value of approximately $1 billion.

Previously, he worked in the investment banking department of Bear, Stearns & Co. Inc. in New York within the company’s Financial Sponsors Group. Mr. Eachus is a CFA charter holder and earned a Bachelor of Business Administration in Finance from Emory University.

Gary Bechtel

Moderator

Red Oak Capital

Gary Bechtel leads the investment management leadership teams with direct oversight of all portfolios. Gary Bechtel served as President of Money360 and was responsible for developing and executing Money360’s expansion strategy. Gary also served on Money360’s Credit Committee and Board of Directors. Prior to joining the Company, he was Chief Lending/Originations Officer of CU Business Partners, LLC, the nation’s largest credit union service organization (CUSO). Previously, Gary held management or production positions with Grubb & Ellis Company, Meridian Capital, Johnson Capital, FINOVA Realty Capital, Pacific Southwest Realty Services and Hometown Commercial Capital. Gary began his career with the Alison Company and over the past thirty-four years has been involved in all aspects of the commercial real estate finance industry, as a lender and as an intermediary, including the origination, underwriting, structuring, placement and closing of over $10B in commercial debt transactions, utilizing various debt structures which have included permanent, bridge, equity, mezzanine and construction on transactions of $1M to $250M. These transactions were placed with a variety of capital sources that included life companies, commercial banks, credit unions and equity and mezzanine funds, on property types that included office, retail, industrial, multifamily, hospitality, self-storage and manufactured housing. He is or has been a member of the Mortgage Bankers Association of America, California Mortgage Bankers Association, National Association of Industrial and Office Properties, and International Council of Shopping Centers. Gary has spoken at numerous industry events and written articles and has been regularly quoted in a number of regional and national publications.

Opportunity Zones 101

Steven Shores

Steven Shores

Chairman & CEO

Rangewater Real Estate

Steve Rothschild

Steve Rothschild

Partner

The Strategic Group

David Nix

David Nix

Partner

Kutak Rock

Lili Martin-Mashburn

Lili Martin-Mashburn

Associate

Morris, Manning & Martin

Darrin Friedrich

Darrin Friedrich

Partner

Aprio

Jerry McGaughy

Jerry McGaughy

President

Epic Community Impact Fund

Wesley Hudson
Moderator

Wesley Hudson

Partner

Cherry Bekaert

Steven Shores

Chairman & CEO

Rangewater Real Estate

As the CEO of RangeWater Real Estate Group, Steven oversees the firm’s day-to-day business activities while also focusing on strategy, executing the business plan, securing new business, negotiating partnerships, and capitalizing projects. He places a high emphasis on team development and process to ensure Rangewater meets the goals of its investors, clients, partners, and employees.

Prior to co-founding RangeWater, he was the Manager of the Denver, Colorado development office of Hines Interests where he oversaw the development of commercial office, land and residential projects. In addition, he served as Manager of acquisitions for Hines’ Southwest region and was responsible for acquiring existing office and land assets in Texas, Colorado, Arizona and New Mexico for various Hines investment funds. While at Hines, Steven completed more than $400 million in office and land developments and acquisitions. Steven also served on the advisory committee of the $800 million Hines U.S. Office Value Added Fund.

Steven holds a Master’s of Business Administration in Finance and Real Estate from the Columbia Business School and a Bachelor’s in Political Science from Davidson College. He is a member of the Multifamily Bronze Council of the Urban Land Institute (ULI), the Board of Directors of the National Multi Housing Council (NMHC) and the Real Estate Group of Atlanta. In his spare time, Steven enjoys cycling, golf, skiing and coaching youth sports for his three children.

David Nix

Partner

Kutak Rock

David is a partner in the firm’s Atlanta office and is co-chair of the firm’s Secondary Markets and Derivatives Group. He also focuses on affordable housing financing, opportunity zone finance, tax-exempt bond securitizations and tax credit syndications, as well as other related financing products. David has experience representing institutional lenders, commercial and investment banks, syndicators, and investment funds, in the acquisition, disposition and financing of a variety of properties including affordable housing, health care facilities, industrial facilities and office and mixed-use buildings. In addition, he has served as workout counsel for financial institutions and has been involved in the restructuring and recapitalization of several distressed tax credit syndicators.

Lili Martin-Mashburn

Associate

Morris, Manning & Martin

Lili C. Martin-Mashburn is an Associate in the firm’s Tax practice. Ms. Martin’s experience includes working as a law clerk for the American Civil Liberties Union Foundation of Georgia and as an extern for the Cobb County District Attorney’s Office, Appellate Division. Ms. Martin was also a summer associate for Morris, Manning & Martin, LLP, as well as most recently a judicial extern for the Supreme Court of Georgia for the Honorary Keith Blackwell.

Ms. Martin graduated from Emory University School of Law where she received the Dean’s Awards for Outstanding Academic Achievement in Legal Writing, Research, and Advocacy Program and Complex Litigation. Before attending law school, Ms. Martin obtained a Bachelor of Science degree in Biological Sciences from North Carolina State University where she graduated summa cum laude and was Valedictorian of her graduating class.

Darrin Friedrich

Partner

Aprio

As a tax partner at Aprio, Darrin is known for his exacting technical expertise, providing

high-quality service to his clients in the real estate, construction and retail and hospitality

industries. Over the past 28 years, Darrin has helped his clients structure their businesses

in ways that mitigate tax liabilities as well as help them qualify and obtain state and federal

tax credits, like the Low Income Housing Tax Credit. He specializes in tax consulting, tax

preparation and business consulting, primarily working with clients in the real estate

industry.

Darrin has decades of experience working with affordable housing projects, commercial

real estate projects and real estate funds, including projects subject to the requirements of

the U.S. Department of Housing and Urban Development (HUD). He works hand-in-hand

with both developers and funds to provide guidance and ensure timely and accurate

returns.

Darrin is responsible for developing tax-related policies and procedures for the entire firm.

Additionally, he heads up the firm’s recruiting efforts at The University of Georgia.

He earned his Bachelor of Business Administration and a Master of Accountancy degree

with an emphasis in taxation from The University of Georgia.

His professional affiliations include:

 American Institute of Certified Public Accountants

 Georgia Society of Certified Public Accountants

 The Epstein School – Past Board Chair, President and Treasurer

 Jewish Federation of Georgia – Past Member of the Planned Giving &

Endowment Committee

 Riverwood Foundation, Board Member

Jerry McGaughy

President

Epic Community Impact Fund

Jerry McGaughy is the President and Managing Director of Epic Community Impact Fund. He has been involved in advocating for Community Development Financial Institutions (CDFI) Funds from the beginning. Following passage of CDFI Fund enabling legislation, he was an early adopter and worked to spread the good news about the benefits of becoming a CDFI. With over 12 years of community lending and investment experience, and over five years of community development consulting, Jerry was the Founder of Atlanta-based

BusinessLINC Community Loan Fund dedicated to providing loans and technical assistance for community development in underserved areas. He also worked to both develop and manage the National BusinessLINC Coalition in Washington, D.C., a joint initiative of the Clinton Administration and the National Business Roundtable. Jerry rounded out his extensive experience with CDFIs by becoming a CDFI Fund grant reviewer, evaluating applications using the CDFI Fund’s establishing review criteria including such factors as

community development performance, business strategy, marketing analysis, management capacity, and financial health and viability.

Recently, Jerry facilitated a joint venture partnership with a global real estate private firm to create the Epic/Virtua Opportunity Zone Fund I, LP a $100M Opportunity Fund to provide investments in multi family, mixed-use, and commercial development projects located in Atlanta’s designated Opportunity Zone communities. Jerry attended Howard University in Washington, D.C. where he received his BA in Finance and Economics.

Wesley Hudson

Moderator

Cherry Bekaert

An experienced commercial real estate advisor for over 20 years, Wesley is an Opportunity Zone National Leader and Audit Partner with Cherry Bekaert’s Real Estate & Construction industry group. Based in the Atlanta office, he provides guidance to clients on real estate tax credit transactions, pre-acquisition due diligence, purchase price allocation, tax mitigation structuring, real estate consulting and financial statement audits.

Wesley’s technical ability encompasses an assortment of expertise with clients in the hotels and resorts, student housing, military housing, multi-family/affordable housing, and retail/office sectors. He also consults on equity rollups, public filing preparation and large-scale real estate portfolio acquisitions. In addition, Wesley has helped real estate holding companies, developers, contractors and private equity funds with transactions ranging from $25 million to $4 billion.

Prior to joining Cherry Bekaert, Wesley led the Atlanta office and Commercial Real Estate Group for the Southeast for a Top 15 National Accounting Firm. He previously held various Board of Directors positions with local chapters of NAIOP, Central Atlanta Progress, and the City of Atlanta Chamber of Commerce. Additionally, he served on the Board of Directors for the Atlanta Chapter of the Urban Land Institute for five years (including three years as Treasurer) and was on the National Board of Directors for the National Multi-Housing Council. Wesley is a regular speaker at various real estate conferences around the nation.

Summary

1. Who is investing in Atlanta, and where? 

2) What factors are driving lenders' decisions?

3) What strategies will help you to maximize a sub performing asset?

4) What is a Qualified Opportunity Fund? What are Opportunity Zones, and where are they located? 

5) How can Opportunity Zones spur economic development in Atlanta proper and its surrounding suburbs? 

6) Which of Atlanta's designated Opportunity Zones the best investment for owners and developers?

7) What are some of the tax benefits and the tiered structure of the program? 

Venue

Four Seasons Hotel Atlanta
75 Fourteenth Street, NE
Atlanta, GA 30309

Ballroom: Ballroom I & II


$15 Discounted Valet Parking

Agenda

Time Activity
11:30 AM
12:30 PM
Registration, Networking, & Breakfast
12:30 PM
1:15 PM
ATL Capital Markets: on Debt, Equity, and Deals
1:15 PM
2:10 PM
Opportunity Zones 101: A Window of Opportunity
2:10 PM
2:30 PM
More Networking!