Registration Questions

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

Request Speaker Information

Speaker Topics

Tell us a Little More

Speakers and Panels

Capitalizing on Demand: Financing & Investing in IOS

Navigating Capital Markets, Investor Appetite, and Deal Structuring in IOS

Rory Shelby

Rory Shelby

First Vice President Investments

Marcus & Millichap

Scott Whittle

Scott Whittle

Chief Financial Officer and Chief Compliance Officer

Alterra

Chad Messer

Chad Messer

Deputy Chief Investment Officer

Sagard Real Estate

Michael McCaffrey

Michael McCaffrey

Director of Acquisitions

Open Industrial

Tony Park

Tony Park

SVP

Axos Bank

Justin Horowitz
Moderator

Justin Horowitz

Senior Managing Director

Cooper Horowitz

Rory Shelby

First Vice President Investments

Marcus & Millichap

Rory Shelby is a trusted commercial real estate advisor and a recognized leader in the Industrial Outdoor Storage (IOS) market. Based in Marcus & Millichap’s Orlando office, Rory serves as First Vice President Investments and is a founding member of the Gould Shelby Biuso Koch Group.

Known for his persistence, strategic thinking, and long-term approach to client relationships, Rory has become a go-to resource for investors navigating the IOS sector. Since joining Marcus & Millichap in 2016, Rory has closed more than 280 transactions totaling over $700 million. His reputation for being both relationship-driven and results-oriented has earned him multiple company honors, including consecutive Sales Recognition Awards from 2019 through 2024.

Rory earned his bachelor’s degree in Political Science from Florida State University. Outside of the office, he values quality time with his wife and two sons, and spends ample time on the Florida waters and golf courses. These moments provide balance, perspective, and motivation that fuel his commitment to both personal and professional growth. Loved ones and clients alike would describe Rory as a stranger to no one.

Scott Whittle

Chief Financial Officer and Chief Compliance Officer

Alterra

As the Chief Financial Officer and Chief Compliance Officer for the Alterra IOS platform, Scott is responsible for debt capital markets, valuation, financial planning, investor relations, compliance and other financial oversight.

Prior to Alterra, Scott worked for various real estate firms including EQT Exeter, Rubenstein Partners, and KTR Capital Partners where he was responsible for a variety of debt capital markets and finance functions including origination and management of debt (lines of credit, property financings, unsecured debt, and CMBS), cash and capital planning and forecasting, foreign exchange rate hedging, valuation and other investor reporting efforts, as well as creating operational and financial efficiencies across the different platforms. Over his career Scott has been involved in the creation, management and sale of several closed-end and open-end funds, REITs, joint ventures, and separately managed accounts working with a global institutional investor base.

Before his career in the real estate sector, Scott worked at LBC Credit Partners, a private equity firm focused on lending to middle market companies across the United States. In 2004, Scott began his career at Duff & Phelps, where he was focused on business valuation financial advisory.

Chad Messer

Deputy Chief Investment Officer

Sagard Real Estate

Chad Messer is Managing Director, Portfolio Management & Deputy Chief Investment Officer for Sagard Real Estate. He currently leads Sagard Real Estate's industrial outdoor storage efforts and serves as portfolio manager on separately managed accounts with large pension fund clients. Chad started his career in real estate at The Kroger Co. and he has 15 years of commercial real estate investment experience. He received a B.S. in Finance from the University of Illinois and an M.B.A. in Real Estate from the University of Wisconsin. Chad remains active in the Wisconsin real estate program as a board member of the Wisconsin Real Estate Alumni Association.

Michael McCaffrey

Director of Acquisitions

Open Industrial

Mike covers the Tri-State for our acquisitions team at Open Industrial. He previously spent 6+ years at Brookfield where he worked on over $3 billion of direct acquisitions/dispositions, financing, and asset management. Mike holds a Bachelor's degree in Economics from the College of the Holy Cross, where he also played Division I Football.

Site Selection & Operational Strategies to Maximize IOS Performance

Growth Through Tenant Demand, Facility Design, and Logistics Efficiency

Rob Logan

Rob Logan

Principal

B&D Holdings

Rich Hoopis

Rich Hoopis

Senior Director, Market Development

Peakstone

Eric Shalek

Eric Shalek

Principal

Ridgecut Road

Nick Dupuis

Nick Dupuis

VP, Investments

Realterm

Matthew Kern

Matthew Kern

Senior Vice President

Marsh Environmental Practice

Brad Molotsky
Moderator

Brad Molotsky

Partner

FisherBroyles

Rob Logan

Principal

B&D Holdings

Rob Logan, Principal, oversees all acquisitions and capital markets efforts at B&D Holdings. During his tenure, the firm has completed over 100 acquisitions across the nation and various recapitalizations of existing portfolio assets. He began his career at ICAP working in structured credit products for nine years, before transitioning into the commercial real estate industry with roles on the capital markets advisory team at G.S. Wilcox & Co. and the New York City based debt capital markets team at Newmark Knight Frank. He has a bachelor’s degree from Connecticut College in Economics and Latin American Studies and earned a Masters in Real Estate from New York University.

Eric Shalek

Principal

Ridgecut Road

Eric is primarily responsible for maintaining strong capital markets relationships with Ridgecut Road’s investors and leverage providers, performing detailed due diligence on prospective new acquisitions, and executing the day-to-day operations of Ridgecut’s projects. Prior to co-founding Ridgecut Road, Eric was a member of the debt investments team at Brookfield Asset Management, a $219 billion AUM real estate fund manager. While at Brookfield, he was responsible for the underwriting, origination, and execution of more than 25 transactions with a total capitalization in excess of $2 billion across industrial, office, and multifamily real estate. Prior to Brookfield, Eric was a member of the development team at JDS Development Group and the capital markets team at Hodges Ward Elliott. Eric is a graduate of Northwestern University, where he was an enforcer for the Men’s Club Hockey Team before retiring after two and a half seasons and finding solace coupling his yoga practice with insufferable athletic endeavors.

Nick Dupuis

VP, Investments

Realterm

Nick Dupuis is responsible for leading investments and business development for Realterm in the Northeast region of the United States. He has helped the firm invest over $3.5b in capital across more than 50 transactions during his time with the firm. Nick began his career working in valuation and advisory at the Altus Group. Nick holds a BA from the University of Vermont.

Matthew Kern

Senior Vice President

Marsh Environmental Practice

Matthew Kern is a national broker in the Marsh Environmental practice and has been with the company since 2010. In this role, he advises clients in a wide range of industry sectors on their environmental exposures and insurance solutions. He also places pollution legal liability, contractors pollution liability, and combined forms that cover his clients’ operational and legacy pollution exposures. Matthew has facilitated a number of complex corporate and real estate transactions where successful closing hinged on placing pollution insurance for complex risks. More recently, his role has expanded to assess emerging pollution risks such as PFAS, and advising clients in multiple industries on appropriate risk management and transfer solutions.

Prior to joining Marsh, Matthew worked as an environmental paralegal at two large general practice firms for 13 years. While working as a paralegal, he managed environmental due diligence for several complex corporate and real estate transactions and worked with insurance brokers to place pollution policies with terms acceptable to all parties. He also managed legal administration for multiple Superfund sites, including one of the largest PCB-contaminated Superfund sites in the US. In addition, he provided litigation management in numerous toxic tort lawsuits with multiple plaintiffs and defendants. Most notably, he managed insurance archeology projects for public utilities, steel mills and other large manufacturers seeking insurance recovery for long-term environmental contamination at manufactured gas plants, coke ovens and other facilities. Matthew was also recently named a Power Broker by Risk & Insurance for 2021, 2022, 2023 and 2024.

Brad Molotsky

Moderator

FisherBroyles

Brad A. Molotsky practices in the area of real estate law. He serves as a lead for the Duane Morris Project Development/P3 group and as co-head of the firm's Opportunity Zones group. Mr. Molotsky’s primary practice is focused in the areas of opportunity zone fund creation and fund deployment, financing, public private partnership (PPP or P-3), real estate joint ventures (including mixed-use, life sciences and multi-family development), commercial leasing (including a focus in cannabis leasing), and acquisitions and divestitures. He also has deep experience in environmental, social, governance, public company issues such as enterprise risk, internal audit,

compensation, as well as energy efficiency, sustainability and corporate social responsibility. Prior to joining Duane Morris and for nearly 20 years, Brad served as executive vice president, general counsel and corporate secretary of Brandywine Realty Trust. At Brandywine, Mr. Molotsky was responsible for all legal operations of the company, including acquisitions and divestitures, financings, joint ventures, board matters, insurance procurement, litigation oversight, SEC filing oversight and the legal aspects of capital raising. During his tenure, the company grew from 40 buildings to approximately 300 buildings, totaling 28 million square feet. In 2020, Mr. Molotsky was named a national influencer in the Opportunity Zone space by OZ Magazine and won The Philadelphia Inquirer Influencers of Law Award for Real Estate. He was also named by The Philadelphia Inquirer as an Influencer of Real Estate for Real Estate Legal Excellence in 2019. He was also named in TheLegal Intelligencer's list of Pennsylvania

Trailblazers for 2019. Mr. Molotsky was named one of Philadelphia Business Journal's 2018 "Best of the Bar: Top Lawyers in Philadelphia. He was also named General Counsel of the year by the Philadelphia Business Journal in 2014 and NJBIZ in 2013 and was awarded the Martin Luther King Community Service award in 2014, the Township Sustainability Leader Award in 2016 and the Roger Davis Community Service Award in 2017.

Why You Should Attend This In-Person IOS Summit

What You'll Learn: 

  • Have permitting and entitlement processes become more streamlined, or are municipalities still presenting roadblocks? Is there growing municipal support for IOS developments, or do challenges remain?

  • How might current trade policies and tariffs affect supply chains, tenant demand, and overall investment in the sector?

  • A shifting capital markets environment combined with increased sophistication within this asset class is bringing many changes. What market shifts have been observed at the turn of the year? 

  • As tenant priorities shift, which amenities and site features are becoming non-negotiable for securing premium lease rates? How can landlords stay ahead of evolving operational needs?

  • As institutional capital continues to flow into IOS, how can developers and owners position their portfolio to uncover high-potential deals?

  • With massive funds being raised and growing investor interest, how can stakeholders maintain momentum, capitalize on market trends, and stand out in an increasingly crowded space?

  • IOS is known for its low-maintenance nature, but what operational standards and service levels do tenants expect from property owners and operators?

  • As IOS continues to mature, what challenges lie ahead regarding site complexity, financing availability, and competition from institutional investors?

How You'll Do More Business:

Hear from top owners, developers, tenants and investors in the IOS market. Learn strategies to differentiate yourself as an ownership group and unlock more opportunity. Understand the fundamentals that are continuing to grow this niche asset class and how a new administration is influencing decisions for the second half of the year and 2026.

Why You Should Attend:

Network with industry leaders, top developers, owners, investors, end users, city officials and more!

For questions, recommendations, comments for press inquiries please email our Event Producer, Joshua Piquion at joshua.piquion@bisnow.com. To request disability-related accommodations, please contact audrey.sullivan@bisnow.com  no later than seven business days prior to the event.

Venue

Liberty House
76 Audrey Zapp Dr
Jersey City, NJ 07305

Ballroom: Grand Ballroom


To come

Get Directions

Agenda

Time Activity
12:00 PM
1:00 PM
Breakfast and Networking
1:00 PM
1:45 PM
Capitalizing on Demand: Financing & Investing in IOS

1.) Understanding the impact of private equity and institutional investors entering the IOS space.
2.) Exploring the role of JVs in the market today and investors they are structuring their capital stack.

1:45 PM
2:15 PM
Networking Break
2:15 PM
3:00 PM
Site Selection & Operational Strategies to Maximize IOS Performance

1.) Understanding the role of infrastructure quality and utility access in site decisions.​
2.) Examining the cost analysis decision in trade-offs between site features and associated costs.

3:00 PM
3:30 PM
Post Event Networking

Unlock Your Career Potential with SelectLeaders

Looking for the next step in your career or aiming to discover top talent? SelectLeaders is your destination! Whether you're seeking your next role or searching for exceptional talent, SelectLeaders connects ambitious professionals with industry-leading employers. Choose SelectLeaders to elevate your career search or talent acquisition.

PS - Looking for quality commercial real estate prospects?

Biscred helps CRE professionals grow their network and close more deals with access to 4.4 million real estate contacts and filters built for how you actually prospect — by asset class, property count, location, and more.

Book a demo to get 25 custom-matched prospects based on your go-to-market focus.