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IN-PERSON EVENT COVID-19 GUIDELINES

This event will be in-person and will follow local guidelines to ensure the safety of all attendees. We will have a capacity limit and it is highly likely this event will sell out. We will advise on any necessary precautions closer to the event.

Speakers and Panels

The Light At The End Of The Tunnel

How To Master Atlanta Deal Flow In These Times Of Uncertainty

Lisa Hurd
Multifamily

Lisa Hurd

CIO

The RADCO Companies

Greg Friedman
Hotel

Greg Friedman

CEO & Managing Principal

Peachtree Group

Jerry Johnson
GSE Agency Chief Underwriter

Jerry Johnson

SVP

Grandbridge

Brad Wallace

Brad Wallace

Principal

Ryan

Charlie Lundquist
Moderator

Charlie Lundquist

Principal

CliftonLarsonAllen

Lisa Hurd

Multifamily

The RADCO Companies

Lisa R. Hurd serves as Executive Vice President at Atlanta-based real estate investment and development firm The RADCO Companies. As the co-head of the RADCO Investment division, Lisa oversees Capital Markets, Asset Management, and Dispositions for the firm. Lisa’s team structures and raises private equity capital, sources creative and accretive debt, manages investment performance, debt, and investor relations for all assets under management, and oversees dispositions activity within RADCO’s multifamily, JV equity, and hotel portfolio.

Lisa has spent her entire career at RADCO and has held multiple roles within the firm during its unprecedented growth following The Great Recession. Beginning her career as an Asset Manager, Lisa oversaw the operations, renovation, repositioning, and ultimate disposition of 5,000 apartment units in multiple markets. She also has worked in both Capital Markets and Acquisitions Analytics, where she underwrote hundreds of potential investment opportunities to expand RADCO’s multifamily portfolio. In her most recent role as Vice President of Capital Markets, Lisa raised more than $800 million in private equity capital and sourced over $3 billion in debt to finance RADCO’s investments while providing best in class investor relations management for RADCO’s network of over 1,000 high net worth investors.

In addition to Lisa’s role at RADCO, she works with several organizations focusing on female empowerment and social equity. In 2016, Ms. Hurd co-founded Real Estate Network Empowering Women, Inc. (RENEW), an initiative to inspire, empower, and advance women in commercial real estate finance. After several years as Co-President, she still serves on the board of directors in an advisory capacity. She is also a board member and serves as Chairwoman of Resource Development for Cool Girls, Inc, a non-profit organization seeking to end the cycle of poverty, low self-esteem, and teen pregnancy for Atlanta girls. Lisa also is an active board member of Open Doors, an initiative led by the Atlanta real estate community with a mission to eradicate homelessness. Lisa also sits on the board of The RADCO Companies and serves as Treasurer of The Radow Family Charitable Foundation. In 2018, Ms. Hurd was featured as a “Woman to Watch” in commercial real estate finance by Globe Street’s Real Estate Forum.

Greg Friedman

Hotel

Peachtree Group

Since co-founding Peachtree Group in 2007, Greg has successfully

overseen investments exceeding $11.0 billion in commercial real estate

and various other enterprises.

With over 25 years of experience, he brings extensive experience in credit

and equity investing, particularly in hotels and other commercial real

estate assets. Previously, Greg served as senior vice president of business

development for Specialty Finance Group, where he originated more than

$2.0 billion of credit transactions.

Before that, Greg was vice president of business development for GMAC

Commercial Mortgage Asset-Backed Lending Division. During his six-year tenure, he originated, closed

and funded more than 300 hospitality FF&E financing transactions with an aggregate capital structure

exceeding $10.0 billion.

Greg is a graduate of the University of Texas at Austin and is a board member of the American Hotel &

Lodging Association. He also serves on the real estate fund advisory board for the Texas McCombs

School of Business at the University of Texas at Austin.

Jerry Johnson

GSE Agency Chief Underwriter

Grandbridge

Jerry, Senior Vice President/Agency Chief Underwriter, manages Grandbridge Real Estate Capital GSE Agency Underwriting Department based in Atlanta, GA. Prior to his current senior leadership team role with Grandbridge, Jerry served as an active member of the Loan Committee and Chief Underwriter with Collateral Real Estate Capital, LLC. Collateral was acquired by BB&T Corporation principal subsidiary Branch Banking and Trust Company in November of 2007 and was merged with the bank’s existing commercial real estate and servicing platform, Laureate Capital LLC, creating Grandbridge, one of the largest full-service commercial and multifamily mortgage banking companies in the nation.

Jerry has contributed to setting Grandbridge credit policy and procedural standards with direct responsibility for approving/declining loan requests based on credit guidelines and general underwriting risk parameters. Working through a designated Deputy Chief Underwriter and several Underwriting Team Leaders, Jerry leads the company’s agency underwriting team by providing credit guidance on specific transactions, while reviewing and insuring quality and consistency of the mortgage transaction narrative analysis. He has reviewed well over 700 underwriting submission packages, resulting in more than $10 billion in closed loans comprised of a variety of loan transaction types delivered to Fannie Mae or Freddie Mac.

Jerry’s career spans over three decades. He began his commercial real estate finance career in June 1984 with Citicorp/Citibank, N.A. in New York City where he worked for over five years in the Real Estate Financial Services Group. From 1997 to 2003, and prior to joining Grandbridge, he served as Managing Director and Chief Underwriter for Red Mortgage Capital, Inc. in Columbus, Ohio. While at Red, Jerry was responsible for all aspects of Fannie Mae loan underwriting, which included assuring compliance of internal policies and procedures and with the Fannie Mae DUS® Guide. He also managed a staff that ranged in size from 12 to 17 underwriters and processors.

Prior to joining Red Mortgage Capital, Inc., Jerry was an Account Executive with Fannie Mae’s Multifamily Activities/Public Finance Office in Atlanta, GA from 1992 to 1997.

Brad Wallace

Principal

Ryan

Brad specializes in the valuation, assessment, taxation, and exemption of real and personal property on a state and local level for clients in a variety of industries, including commercial and industrial property, financial institutions, and manufacturers.

He is currently affiliated with the Atlanta Apartment Association, Georgia Association of Property Tax Professionals, and the Institute for Professionals in Taxation.

Brad received his Bachelor of Business Administration degree in Real Estate from the University of Georgia, and is a Certified Member of the Institute (CMI), Property Tax, Institute for Professionals in Taxation. Brad is also a registered agent in the state of Tennessee.

Charlie Lundquist

Moderator

CliftonLarsonAllen

Charlie has been providing tax, assurance, valuation, litigation support, and

consulting services to clients for more than 20 years. Charlie worked for a CPA

firm in Mississippi and a corporate finance firm prior to CLA. Charlie has

experience providing tax, accounting, and consulting services for clients in many

different industries including real estate developers, management companies, and professional service firms.

Team Debt vs. Team Equity: How you can get in on the action now

What asset classes and investment types are attracting the most capital?

Henry Lange
Overseeing the origination of $1b of new mortgage loan and equity investments

Henry Lange

Regional Director

Northwestern Mutual Real Estate

James Cate
Office

James Cate

Founder

Glenfield Capital

Caperton Putt

Caperton Putt

Managing Director

Trez Capital

Chris Conrad
Moderator

Chris Conrad

Partner

Smith + Howard

Henry Lange

Overseeing the origination of $1b of new mortgage loan and equity investments

Northwestern Mutual Real Estate

Henry is responsible for overseeing the origination of between $750 million and $1.0

billion of new mortgage loan and real estate equity investments in the Southeast each

year for Northwestern Mutual Real Estate (NMRE). He leads a investment team of 6

people and is also responsible for managing the existing $6.0 billion mortgage portfolio

in the Southeast. Loans originated by NMRE are typically long term, fixed rate and

moderate leverage. The equity investments are primarily ground up new developments

with some acquisitions.

Henry has been with NMRE since 1992. He has a bachelor of business administration

degree in accounting from the University of Notre Dame (1985) and a masters of

business administration degree from the J.L. Kellogg Graduate School of Management at

Northwestern University (1992).

James Cate

Office

Glenfield Capital

Putting it simply, James Cate is most comfortable taking the road less traveled.

In his successful real estate career, which spans more than two decades, James has been involved in real estate consulting projects and transactions valued at more than $1 billion. He has been on both sides, filling both advisory and principal roles. His expertise includes acquisitions, asset management, workouts, dispositions and structured finance. In addition, he has experience in investment brokerage, leasing, and sale-leasebacks. This includes office, industrial, residential, retail, and land.

Prior to founding Glenfield Capital in 2005, James was the managing principal for the Southeastern Region of New York-based Newmark Capital Group (Newmark Grubb Knight Frank). There he managed large-scale transactions on behalf of institutions, private equity firms, developers and off-shore investors. His clients included SwissRe, Manulife Insurance, Veritas Capital, Platinum Equity Holdings, and GMAC Insurance.

When asked what makes real estate investing so appealing to him, James cites the unique combination of bricks and mortar, creative ideas, strategic finance, and, ultimately, the need for effective salesmanship that makes the real estate world go round.

James’ professional recognition includes being the youngest vice president of Bryant & Associates (Advantis), the #1 producer in the Atlanta office of Marcus & Millichap, and the top southeastern producer for Julien J. Studley, Inc. (Savills Studley).

Today, James is a highly sought-after speaker for industry events and conferences and a frequent guest lecturer at Georgia State University’s nationally ranked Robinson School of Business. He has been quoted extensively including in BusinessWeek, National Real Estate Investor Magazine, Georgia Trend, and the Atlanta Business Chronicle.

James earned a Bachelor of Business Administration degree the Robinson School of Business at Georgia State University.

Father to two avid soccer players, James has developed as passion for coaching soccer. He believes that a good coach is a mentor, teacher, motivator, and psychologist. Knowledge and understanding of the actual sport is secondary to those traits. He believes that the same rings true for the real estate world. Simply understanding the ‘bricks and mortar’ aspects of the industry isn’t enough. To be truly successful, you have to possess a diverse set of skills – analytic capabilities, relationship-building skills, negotiation skills, and salesmanship.

Caperton Putt

Managing Director

Trez Capital

Caperton (“Cap”) Putt recently joined Trez Capital to lead the commercial mortgage origination effort for the Atlanta Office. In this role Cap is responsible for hiring a team, sourcing new relationships, and providing financing for projects across multiple asset classes. Cap is an experienced real estate lender with relationships throughout the southeast. Prior to joining Trez, he managed the Southeast market for Citizens Bank and served as a Regional Executive in Wachovia’s Real Estate Financial Services Group and as a Regional Credit Officer with Iberiabank (f/k/a Georgia Commerce Bank).

Based in Vancouver, Canada Trez Capital is a diversified real estate investment firm and preeminent provider of private commercial real estate debt and equity financing solutions in Canada and the U.S. Trez has a 23 year track record of delivering attractive returns for investors and helping borrowers achieve their goals. Trez has U.S. origination offices in Palm Beach, Atlanta, Dallas, Los Angeles, and New York.

Chris Conrad

Moderator

Smith + Howard

Chris Conrad is a partner in the tax practice at Smith & Howard and is a leader on our real estate team.

Chris works closely with real estate companies, providing comprehensive services for the business and the owner(s), with an understanding that the goals and challenges of each are intertwined. Whether from the perspective of the developer, broker, property manager, leasing agent, or tenant representative, his guidance on real estate decisions is given in a larger context, incorporating all involved.

Chris received his BBA in Accounting and Master of Accountancy from the University of Georgia. He is a member of the American Institute of Certified Public Accountants and Georgia Society of Certified Public Accountants.

Event Summary

What You'll Learn:

  • What asset classes are projected to perform strongly as we move past the pandemic?

  • Who are the new investors in the market and why are they attracted to Atlanta?

  • Who's selling, who's buying and where in Atlanta?

  • What will be Biden's potential impact on 1031, Opportunity Zones and CRE finance?

  • Navigating capital: private debt, public debt, private equity and public equity. Which types of capital financing should you use and how can you access it today?

  • How are capital markets performing for the office asset class?

  • How is the marketplace treating office investment sales?

  • What challenges today exist for big ticket commercial real estate investors?

How You'll Do More Business:  

Gain valuable insight into the future of Atlanta capital markets and current market conditions. Understand the main factors contributing to market confidence. 

Who You'll Meet: 

Atlanta's top owners, developers, economists, new to market investors, brokers and more.  

What Your Ticket Gets You: 

Bisnow events bring together the biggest power players in the industry to identify opportunities, build your network and expand your business. With the largest audience of commercial real estate professionals in the world, no one knows how to help your business more than us.

Agenda

Time Activity
11:30 AM
12:45 PM
Pre-Event Networking
12:45 PM
1:30 PM
The Light At The End Of The Tunnel

Mastering Atlanta deal flow in these times of uncertainty.

1:30 PM
2:15 PM
Team Debt vs. Team Equity: How you can get in on the action now

What asset classes and investment types are attracting the most capital?

2:15 PM
3:00 PM
Post-Event Networking

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