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Lead up to National Finance Conference

This National Finance Webinar is a lead up to Bisnow's in person National Finance Conference on September 26th in New York City. For more information, please reach out to chris.picher@bisnow.com. 

Speakers and Panels

Marcia Kaufman

Marcia Kaufman

CEO

Bayport Funding

Equity Markets & Joint Venture Partnerships

Andrew DiMiero

Andrew DiMiero

Managing Director

Fortress Investment Group

Andrew Miller

Andrew Miller

Founding Partner

Skylight Real Estate Partners

Matan Kurman

Matan Kurman

Head of Underwriting

Spruce Capital Partners

Patrick Kimble

Patrick Kimble

Managing Partner

Caste Capital

Spencer Friedman
Moderator

Spencer Friedman

Partner

Windels Marx Lane

Patrick Kimble

Managing Partner

Caste Capital

Patrick is the Founder and Managing Partner of Caste Capital, a Boston-based alternative investment management company established in 2021. With over 10 years of institutional commercial real estate experience, he has participated in more than $1.5 billion of real estate transactions. Caste Capital is currently involved in a joint venture to develop 132 housing units in Nubian Square, and in December 2023, the firm was awarded, in partnership with Preservation of Affordable Housing (POAH), the rights to redevelop the West End Branch of the Boston Public Library into a mixed-use project featuring a new two-story library and 119 income-restricted housing units.

Before founding Caste Capital, Patrick served as Vice President at Davis, a Boston-based real estate private equity firm, where he was responsible for developing, implementing, and executing leasing strategies for key assets, and participating in the creation and oversight of asset-level business plans during the full investment life cycle. He began his career at Boston Properties (BXP), working on the in-house leasing team that managed the firm's Boston regional portfolio of approximately 15.5 million square feet of Class A office, retail, and life science space.

Patrick is actively involved in the real estate industry, serving as a Board Director and Executive Committee member for the Greater Boston Real Estate Board - Commercial Brokers Association and as a member of the Real Estate Executive Council (REEC). In 2022, he was named a Builders of Color Coalition Affordable Housing Developer Fellow.

Committed to philanthropy in Boston, Patrick serves as a board member and former board Chair of METCO Inc. and as a Board Advisor for Boston Harbor Now. He holds a B.S. in Economics & Information Design/Corporate Communication from Bentley University. In 2012, Patrick co-founded 1PERCENT GALLERY, demonstrating his entrepreneurial spirit early in his career.

What You Will Learn

  • Hear how the current market conditions affecting joint venture partnerships and the access to equity.

  • Gain insight into which asset classes and geographies are driving demand for deals.

  • Preferred equity vs. mezzanine debt. Hear why someone would choose preferred equity vs. mezz debt.

  • Gain better insight into the biggest drafting hurdles and key provisions in a JV agreement.

  • Hear panelists discuss exit strategies and how are firms are executing these in the current landscape.

How you'll do more business:

Gain timely and relevant information to how the commercial real estate industry is impacted by the capital markets outlook and what this means for the equity and debt markets.

Who tunes in:

Investors, owners, developers, lenders, debt funds, banks, brokers, lawyers, general counsel, bankruptcy experts, restructuring specialists and more. 

Why should you attend:

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.

For questions, recommendations, comments, or press inquiries please email our Director of New York Events, Chris Picher at chris.picher@bisnow.com. 

Agenda

Time Activity
5:00 PM
5:45 PM
National Finance Webinar: Equity Markets & Joint Venture Partnerships

1. Capital markets outlook, identifying opportunities across equity and debt.
2. Maximizing returns across joint ventures and navigating deals, managing member control, returns and exit strategies.

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