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Speakers and Panels

Equity

Cliff Booth

Cliff Booth

CEO

Westmount Realty Capital

Jim Traynor

Jim Traynor

Managing Director

JMC Holdings

Ari Rastegar

Ari Rastegar

CEO

Rastegar Property Company

Dustin Gabriel
Moderator

Dustin Gabriel

Sr. Dr. of Relationship Management

DLP Capital

Cliff Booth

CEO

Westmount Realty Capital

Cliff Booth is the president and chief executive of Westmount Realty Capital, LLC. He is responsible

for directing corporate strategy, identifying prospective acquisitions, and raising private and institutional

capital. Mr. Booth has been active in the commercial real estate business since 1979 and is highly

regarded as a cutting-edge investor.

Among his many notable achievements, he was among the early real estate professionals to assemble a

significant portfolio of light industrial properties in the U.S., and a pioneer to the commercial

development of downtown Dallas. To date, Cliff Booth has led Westmount in the acquisition of over 21

million square feet of industrial property and over 5000 multifamily units.

Mr. Booth obtained a B.A. with Honors in Political Science from McGill University in Montreal and a

M.Sc. in Economics from The London School of Economics. He is currently a member of Dallas

Assembly, Urban Land Institute as a Governor and Council Member and member of the National

Multifamily Housing Council. He has been involved with many civic and charitable organizations

including the Greater Dallas Chamber, Dallas Institute of Humanities and Culture, Vogel Alcove, Dallas

Citizens Council, the Sammons Center for the Arts and The Real Estate Roundtable.

Westmount Realty Capital, LLC (“WRC”) is a time-tested, privately held, Dallas-based commercial real

estate company that has achieved exceptional performance, with a core team in place, for more than 30

years. Westmount is seen as an innovator and leading edge company in the industry and is a

relationship-driven, trusted operating partner of numerous U.S. and foreign institutional and private

capital sources. The company is active nationally, specializing in value add and opportunistic

investments, and has navigated successfully through multiple market cycles.

Jim Traynor

Managing Director

JMC Holdings

Jim joined JMC in 2018 to open JMC’s office in Dallas, Texas. In this capacity, Jim is responsible for building the JMC portfolio in Texas with an initial focus on Dallas and Austin. Prior to joining JMC, Jim worked at L & L Holding Company in New York focused on sourcing, evaluating, and acquiring new assets for L&L’s real estate portfolio. Additionally, he played a pivotal role in raising capital, negotiating joint ventures, and recapitalizations. Jim completed over $1.0 billion in transactions while at L&L and his collective years of experience allowed L&L to execute complex transactions, maximizing stakeholder value. Prior to L&L he was a Senior Consultant for Ernst & Young’s transaction real estate practice. Jim graduated Summa Cum Laude with a B.S. in Finance from the University of Central Florida and holds a Masters of Real Estate from University of Florida. Jim lives in Dallas, TX.

Ari Rastegar

CEO

Rastegar Property Company

Born and raised in Austin, TX, Ari Rastegar believed that there was room in the opaque private equity world for a real estate firm that puts investors first. Instead of making money from investors, why not make money with investors?

Motivated to make his vision a reality, he then started his firm in 2006 with just a $3,000 loan for his first real estate project while receiving his Juris Doctorate degree from St. Mary’s University Law School. After graduating in May of 2009 and becoming licensed to practice law in Texas, he and Rastegar Property Company have grown to see much success investing across 38 cities in 12 states representing 7 different asset classes. His resolute work ethic has even earned him honorable mentions from renowned sources like Forbes where he was labeled “The Oracle of Austin” and a spot as the youngest inductee to grace the Commercial Observer’s Power 100 List, which ranks the top most influential power players in the commercial real estate world.

He is one of the most productive owners, developers, and buyers in the Austin real estate market.

Dustin Gabriel

Moderator

DLP Capital

Focused on the financing of thriving communities; looking to deploy ~$2Bn in 2025 with experienced sponsors toward the development of multifamily, build to rent, master planned communities, manufactured housing and land development across Texas and the Southeast.

DLP Capital is a faith-forward, vertically integrated impact investment company with:

20,000+ residences owned

5,000+ residences in development and construction

800 team members across the DLP Companies

$5.25B+ AUM

$11B+ Invested In the Building of Thriving Communities

$6B+ Loans Funded

$5B+ of Communities Developed and/or Acquired

3,500 investor families

2019 Forecast

Wins & Losses of 2018 and Looking Forward to 2019

John Zogg

John Zogg

President, Southwest Region

Goldenrod

Torrey Littlejohn

Torrey Littlejohn

Senior Managing Director

JLL

Seth Eaton
Moderator

Seth Eaton

Shareholder

Winstead

John Zogg

President, Southwest Region

Goldenrod

John L. Zogg, Jr. serves as managing director for Crescent Real Estate Equities, LLC. Mr. Zogg manages the leasing efforts in the Dallas and Houston markets of over 2,300,000 square feet.

Mr. Zogg serves on the board of various local civic organizations including Executive Committees of Uptown Public Improvement District, Woodall Rodgers Park Foundation, Downtown Dallas and The Rise School of Dallas. He is a member of The Dallas Assembly, Urban Land Institute, City Center Tax Incentive Finance District, as well as the Downtown Connection Tax Incentive Finance District. Mr. Zogg is vice chairman of the AT&T Cotton Bowl and a founding member of the Advisory Council to the Center for Real Estate Finance at the University of Texas at Austin, Business School. In 2002, Mayor Laura Miller appointed Mr. Zogg to the Dallas Inside the Loop Committee. Mr. Zogg was named #1 Office Leasing Agent in Dallas/Fort Worth by the Dallas Business Journal in 1995 and again in 1996.

Mr. Zogg joined Crescent Real Estate Equities as vice president of leasing and marketing in May of 1994. In 2004, he was promoted to managing director in Crescent’s Dallas Region. Mr. Zogg served as managing director until Crescent was sold to Morgan Stanley in 2007. Prior to rejoining Crescent, Mr. Zogg worked at Silverstone Capital Group.

From January 1989 to May 1994, Mr. Zogg served as vice president of the commercial real estate group for Rosewood Property Company, responsible for marketing and leasing office space in the Dallas and Denver areas. Prior to joining Rosewood, he worked as marketing manager of Gerald D. Hines Interests.

A graduate of the University of Texas at Austin, Mr. Zogg holds a Master of Business Administration Degree from the University of Dallas.

Torrey Littlejohn

Senior Managing Director

JLL

As the Co-leader of JLL’s tenant representation team, Torrey is responsible for representing both local and national corporate office clients in facility and site acquisition and disposition. She focuses on strategic real estate planning and works closely with each client and the JLL team to identify optimal financial and operational solutions. Torrey has a full understanding of the real estate, financial accounting, tax and market conditions that surround client objectives and decisions. As a dedicated team member, she delivers an unprecedented level of service and support to her clients. Her goal is to save the JLL clients’ time and money.

Seth Eaton

Moderator

Winstead

Seth Eaton is a member of Winstead's Real Estate Finance Practice

Group. His practice focuses on the representation of banks, debt funds

and other institutional lenders and servicers in commercial mortgage

loan and mezzanine loan transactions. He also assists start-up

businesses with formation and organizational matters and advises a

variety of business enterprise to negotiate and structure a wide variety of

real estate, business, corporate and commercial transactions.

Representative Experience

 Represents institutional lenders in the origination, sale and

participation of bridge loans, construction loans and CMBS

loans ranging in size from $1 to $200 million and secured by real

estate in all major asset classes, as well as advising clients with

respect to:

 The origination and sale of mezzanine loans;

 Drafting and negotiating participation agreements;

 Structuring table funding arrangements; and

 Drafting and negotiating mortgage loan purchase and

sale agreements.

 Represents special and sub-servicers in connection with

foreclosures, work-outs, loan assumptions and loan

modifications.

 Represents businesses and investors in commercial real estate

acquisition, disposition, investment, development and leasing

transactions.

 Advises clients on entity formation and organizational structures

and in connection with acquisitions and dispositions.

 Represents clients in connection with structuring and negotiating

supply contracts and licensing arrangements.

Professional & Community Involvement:

 The Real Estate Counsel

 First Tee of Greater Dallas

 Dallas Bar Association

 Texas Young Lawyers Association

 State Bar of Texas

Admitted to Practice:

 Texas, 2014

 Arizona, 2010

 California, 2008.

Debt

Suzanne Jones

Suzanne Jones

SVP

NorthMarq

Chris Harris

Chris Harris

SVP, Capital Markets

Walker & Dunlop

Will Dyer

Will Dyer

CIO

Bay Mountain Capital

Zach Murphy

Zach Murphy

Co-Founder

Pender Capital

Mark Boyer

Mark Boyer

President & CEO

Lever Energy Capital

Suzanne Jones

SVP

NorthMarq

Suzanne joined NorthMarq in 2008 and specializes in the origination of Debt, Joint Venture and Structured Finance. She is the recipient of NorthMarq's Associate Producer of the Year Award and serves on the Producers Council, an appointment reserved for Producers in the top 10% companywide. In November 2015, she was named as Real Estate Forum's Women of Influence in the Southwest.

Suzanne has over 19 years of domestic and international commercial real estate finance experience. She was involved in the financial underwriting of the World Trade Center in New York for GMACCM in 2001 and subsequently moved to London, UK to assist in the development of GMACCM Europe’s operations in London. Suzanne has underwritten over $1.4 billion in conduit loans for properties in Europe and over $2.5 billion in debt and equity in the United States.

Specialties: Commercial real estate debt and equity placement, cash flow analysis and loan underwriting, project coordination, and relationship management. Numerous capital sources including but not limited to Fannie Mae, Freddie Mac, FHA, Life Company, Bridge and CMBS.

Suzanne is a founding board member of RENEW (Real Estate Network Empowering Women, Inc.), a 501(c)3 non-profit organization aimed at furthering the professional development of women in all phases of commercial real estate finance. In particular, it focuses on women in the following fields: origination/production, underwriting, investment sales, capital markets and law.

Will Dyer

CIO

Bay Mountain Capital

As Chief Investment Officer for Bay Mountain Capital, Will's role includes directing an origination team responsible for sourcing and evaluating new debt investment opportunities across all asset classes, including non-owner occupied single family. In addition, Will is leading business development efforts to grow the firm by increasing loan volume and assets under management.

Before Bay Mountain Capital, Will served as Vice President of Portfolio Management for Colony Capital. During his time there, Will managed a team accountable for underwriting and verification of risk associated with distressed commercial real estate debt while also working with delinquent borrowers to restructure and resolve non-performing debt. Additionally, Will was responsible for the value creation and disposition of commercial real estate across multiple portfolios, as well as management of hospitality constructions loans in the Southeast. Earlier in his career, Will worked as a Real Estate Financial Consultant for IPL Consulting, a Financial Analyst for Gables Residential and a Senior Associate for Transwestern Realty Finance Partners.

Will has an MBA from the University of Wisconsin Real Estate and Urban Land Economics program and a BA in Economics from the University of Texas at Austin. He is also currently involved with multiple real estate industry groups including, Mortgage Bankers Association (MBA) and the Wisconsin Real Estate Alumni Association (WREAA).

Zach Murphy

Co-Founder

Pender Capital

Zach is the co-founder and Chief Investment Officer of Pender Capital. Zach co-founded Pender in 2015 and brings over 16 years of experience in both commercial real estate finance and capital markets expertise. Zach oversees the firm’s Investment and Research program which includes deal sourcing, research, and structuring and is a member of the Investment and Research Committee and the Management Committee. Prior to Pender, Zach served as Managing Director/ Senior Vice President for Liberty SBF, a commercial finance company based in Philadelphia, where he was responsible for establishing Liberty’s Western Regional HQ in Los Angeles and directed West Coast originations and operations. Zach personally originated over $60 million of commercial loans during the first year of operations on the West Coast. In 2008, Zach joined Silver Point Capital, LP in New York, a Goldman Sachs partner fund, where he was responsible for commercial real estate loan originations and insurance-linked securities trading. During his tenure at Silver Point, Zach traded more than $500 million in distressed commercial real estate debt, insurance-linked securities, and assets in the capital markets. From 2004 to 2008, Zach served as Senior Vice President/Division Director of Velocity Commercial Capital where he was the company’s highest grossing originator in e

Mark Boyer

President & CEO

Lever Energy Capital

Mark serves as President and CEO of Lever Energy Capital, overseeing all aspects of the company. He brings two decades of corporate management, real estate and renewable energy experience to Lever. Over his career, he has been instrumental in the creation, management, and financing of several innovative asset-based companies, and has raised over $400 million in corporate equity and project financing. Prior to joining Lever, Mark co-founded and remains a Board Member of SPUR Acquisitions, a company focused on institutionalizing entrepreneurship through acquisition. Earlier in his career Mark served as the Chief Capital Officer of Clean Energy Collective (CEC). He joined CEC pre-revenue as the third employee and helped build CEC to $35 million in revenue, with over $100 million in assets, offices in CO and MA, 120 employees and community solar projects affiliated with 25 utilities in 13 states. Prior to CEC, Mark founded and was President of The Willits Group, a real estate development, consulting and finance company specializing in urban infill and adaptive reuse projects. Mark was a Partner at GrayMac Properties and a Project Engineer on Boston’s Central Artery Tunnel Project (“The Big Dig”).

Mark holds a Bachelor of Science in Civil Engineering from Colorado State University (CSU), where he has been honored with CSU’s distinguished alumni award. Mark also holds a Master of Science in Real Estate Development, Finance, and Economics from Massachusetts Institute of Technology (MIT). He is the father of three daughters, a husband, a skier, and a fly fisherman.

Summary

1) Considering we are in a mature business cycle, what fundamentals are the investment experts paying the most attention to?

2) What asset classes are experts most bullish on, and which ones are they most bearish on in Dallas?

3) Due to an increase in equity requirements, how has the capital stack changed, and are firms seeking JV partners more than before?

4) Dallas hit charts for the most active markets in America. How well did we do in 2018, and where do we want to be in 2019 and beyond? Which asset classes will reap the best ROI?

5) Where is the money coming from? Foreign vs. Domestic?

6) Which major tenants are we looking to lock down in 2019?

Venue

The Westin Galleria Dallas
13340 Dallas Pkwy.
Dallas, TX, 75240

Ballroom: San Antonio Ballroom, 4th floor


Complimentary self-parking available & discounted valet parking for $13.99

Agenda

Time Activity
1:30 PM
2:30 PM
Registration, Breakfast & Networking!
2:30 PM
3:00 PM
2019 Forecast Fireside
3:00 PM
3:45 PM
Capital Markets: Debt
3:45 PM
4:30 PM
Capital Markets: Equity
4:30 PM
5:00 PM
Networking