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Speakers and Panels

Acquisitions, Investment & Finance Outlook

The Flow of Capital & Getting Deals Done in Today’s Market

Jerry Fink

Jerry Fink

Managing Partner

The Bascom Group

John Drachman

John Drachman

President

Waterford Property Company

Michael Ruane

Michael Ruane

President

National CORE

Jim Chahine

Jim Chahine

Managing Partner

Sancerra

Shane Shafer

Shane Shafer

Managing Director

NorthMarq

Kate Phelps
Moderator

Kate Phelps

Principal

CLA

Jerry Fink

Managing Partner

The Bascom Group

Jerome A. Fink is a co-founder & Managing Partner of The Bascom Group, LLC. Bascom

has completed over $12.0 billion in multi-family and commercial value-added

transactions since 1996 including more than 300 multifamily properties and 80,000

units. Bascom has ranked among the top 50 multifamily owners in the U.S. Bascom’s

subsidiaries and joint ventures include the Southern California Industrial Fund,

Rushmore Properties, Bascom Portfolio Advisors, Shubin Nadal Associates, Spirit Bascom

Ventures, REDA Bascom Ventures, MHF RM Holdings, Bascom Northwest Ventures,

Bascom Arizona Ventures, Harbor Associates, Village Partner Ventures, and the Realm

Group. Bascom’s subsidiaries also include Premier Business Centers, the largest

privately held executive suite company in the U.S.

Prior to founding Bascom, Mr. Fink acted as Senior Acquisitions and Sales Manager from

1991 to 1995 for Pacific Mutual Life Insurance Company. His responsibilities included

market assessment, property identification and negotiation, and the acquisition and

disposition of real estate investments.

Mr. Fink holds a Bachelor of Science in Electrical and Computer Engineering and a

Master of Business Administration in Real Estate and Finance from the University of

Wisconsin-Madison. He is a member of the Institute of Real Estate Managements (IREM)

and Turnaround Management Association (TMA). Mr. Fink is a licensed real estate

broker in the state of California, a Certified Commercial Investment Member (CCIM), a

Certified Property Manager (CPM), a Certified Mergers & Acquisitions Advisor (CM&AA),

and a Certified Turnaround Professional (CTP). He has appeared as a guest speaker at

various functions, including those for the Urban Land Institute, University of California

Los Angeles and Irvine, University of Southern California, and other assorted industry

events. Mr. Fink previously served on the Board of Directors for the Wisconsin Real

Estate Alumni Association and is currently a member of the USC Lusk Center for Real

Estate Executive Committee.  He has previously served on the board for the Young

Presidents Organization (YPO) California Coast chapter and is currently a member of the

World Presidents Organization (WPO).

In 2004, Mr. Fink was awarded the Apartment Executive of the Year by the Real Estate

Conference Group, the industry's largest and most prestigious multifamily conference

on the West Coast, and was later awarded the Rising Star award by the University of

California Irvine Center for Real Estate in 2008. Mr. Fink was also recognized in the 2011

Multi-Family Executive Magazine. In 2016, Mr. Fink was awarded the Ernst & Young

Entrepreneur of the Year, Orange County.

John Drachman

President

Waterford Property Company

Waterford Property Company is an Orange County-based real estate firm focused on acquiring and managing commercial real estate assets throughout California and Arizona. Waterford leverages its experience, relationships, and superior market knowledge to acquire and manage select real estate opportunities that provide strong risk-adjusted returns to its investors.

Waterford looks for opportunities where it can utilize its asset management expertise to add immediate value while also focusing on properties that can be purchased well below projected replacement costs. To purchase its assets, Waterford partners with high net-worth private investors, institutions, and a select group of alternative funding sources. Since its founding in 2014, Stillwater has acquired and been a partner in over $170 million of office and retail assets in Southern California.

Michael Ruane

President

National CORE

Michael M. Ruane, National CORE’s President, leads the development of program and business strategies for the organization and is responsible for overseeing all operating departments. Previously, Mr. Ruane served in a variety of leadership positions in Orange County, including Chief of Strategy and Public Affairs of CalOptima, Executive Director of the Children and Families Commission, Assistant County Chief Executive Officer and Director of the Environmental Management Agency. Mr. Ruane is a graduate of the University of California, Irvine, and earned a master’s degree from the UCLA Graduate School of Architecture and Urban Planning. Mr. Ruane is the Immediate Past Chair of the Orange County/Inland Empire District Council of the Urban Land Institute and is the Jury Chair for the 2016 HUD Innovation in Affordable Housing national design and planning competition.

Jim Chahine

Managing Partner

Sancerra

Jim is the Co-Founder of Sancerra and has been instrumental in managing over 60 transactions with a market value of over $3.0B. Most recently, he spent 17 years as Chief Operating Officer and Chief Financial Officer for Integral Communities and was a key member of the company's Executive Management team, with direct responsibility for accounting, finance, forecasting, strategic planning, legal, investor relations, acquisitions, dispositions and partnership compliance. Jim has also held leadership positions with Pulte Homes, Ryland Homes, and Ernest & Young, and has served on the Board of Directors for the Make a Wish Foundation and Thomas House Family Shelter. Jim graduated with a BS in Business Administration from the University of Michigan.

Shane Shafer

Managing Director

NorthMarq

Shane Shafer is an experienced real estate executive that is highly decorated as one of the top multifamily investment sales brokers in Southern California. Throughout his twenty-five year career he has closed over seven billion dollars in sales and has a proven track record of closing sales involving the largest apartment owners in the country. Shane’s deals have been selected as Costar’s Deal of the Year in back-to-back years for 2022 & 2023. Shane has consistently been acknowledged as a top broker in Southern California by multiple media outlets. He has been selected as Costar’s Power Broker for multiple years, named one of Southern California’s “Hot Brokers” by Southern California Real Estate Magazine and Los Angeles Times Commercial Real Estate Visionaries twice. Shane has also built high volume producing teams in Southern California for Northmarq. Shane enjoys the entrepreneurial challenge and the personal pride of being the best.

Shane established the Southern California Multifamily Team and designed a proprietary marketing strategy that delivers successful results producing higher values and more income for multifamily owners. He currently maintains some of the highest price per unit sales for multiple Southern California submarkets through his innovative marketing process that creates competition among buyers resulting in driving value and achieving the best price and terms for his clients. Some of Shane’s sales to note are Nineteen01, a 264-unit property in Santa Ana that won 2023 impact deal of the year for Costar, 400-unit in Yorba Linda called Bryant at Yorba Linda which is the largest apartment sale in Yorba Linda history, and was nominated as Costar’s Deal of the year 2022, Baldwin Village, a 669-unit property in Baldwin Village that won Costar’s Impact Deal of the year in 2022, and a 306-unit he sold for Bridge Investment Group, one of the largest apartment sales in Los Angeles County in 2019 and the largest apartment transaction in

history for Paramount. This success was additionally accomplished by recruiting and training a productive new team and nurturing client relationships as his top priority. Through Shane’s leadership, Northmarq is one of the highest-ranking brokerages in multiple Southern California markets and continues to grow market share each year.

Previously, Shane worked for Berkadia as partner/managing director, where he was consistently one of the firm’s top brokers. During his years at Berkadia, Shane received the following accolades: #1 Broker in the Irvine Office (2015, 2016 & 2017); and was consistently in the top five percent of Berkadia agents nationwide and prior for Hendricks & Partners.

Prior to Berkadia, Shane worked at Sperry Van Ness in the position of senior vice president. There, he was awarded the Sperry Van Ness Achievers Award in 2003 and was a member of the Sperry Van Ness Partner Circle (2004, 2005, 2006 & 2007). Shane started at Marcus & Millichap, where he earned the Rookie of the Year award in 1998.

Aside from speaking at conferences and participating in industry events, Shane is enthusiastic about giving back to the communities in which he has worked and has contributed time and finances to many charitable organizations throughout Southern California.

Kate Phelps

Moderator

CLA

Kate is a CPA with over 12 years of experience providing exceptional client service to both individuals and entities in a variety of industries including real estate and professional services.

In addition to serving clients, Kate also sits on multiple committees within the Firm working to evolve and assist the firm in a variety of ways including improving client service and staff retention.

Forward-Thinking Development, Construction & Design

Delivering Prime Assets While Addressing Evolving Tenant Demands

Stephen Logan

Stephen Logan

SVP of Real Estate, Development & Asset Management

Shopoff Realty Investments

Ryan Lehman

Ryan Lehman

Senior Director, Development

Logos Development

Peter Sarkis

Peter Sarkis

Principal

Petra Structural Engineers

Dan Gura

Dan Gura

Director

MVE + Partners, Inc.

Keith McCloskey
Moderator

Keith McCloskey

Principal

KTGY

Peter Sarkis

Principal

Petra Structural Engineers

Peter Sarkis is the Principal of Petra Structural Engineers (PSE), where he oversees all aspects

of client interactions, supervision of engineering and drafting personnel, project design and

production, overall project coordination, and construction administration. Peter is a licensed

Structural Engineer (S.E) with over 27 years of experience and brings a wealth of expertise and

leadership to every project.

Peter holds an MBA (2005) and an MS in Civil Engineering (1997) from the University of

California, Los Angeles, as well as a BS in Civil Engineering (1996) from Ecole Special des

Travaux Publics in Paris, France. He is a licensed Structural Engineer in California and several

other states, and also served as a Structures Specialist for California Task Force 2 (CATF2)

Urban Search and Rescue.

Dan Gura

Director

MVE + Partners, Inc.

Dan brings more than 15 years of real estate experience spanning business development, multifamily brokerage, and law, with professional experience across the Los Angeles and Las Vegas markets. His deep understanding of multifamily and hospitality development—covering acquisition, entitlements, design, and project completion—strongly aligns with MVE’s vision. With an engaging personality and a well-established industry network, Dan offers valuable insight and strategic guidance that benefits both current and future clients throughout every stage of the development process.

Keith McCloskey

Moderator

KTGY

Keith McCloskey is a principal in KTGY’s Los Angeles office. He is responsible for establishing

the overall design vision for all of the office’s new architecture and interiors projects and leads a creative

team that is involved in a broad range of projects from low density to high-rise throughout the U.S. Mr.

McCloskey’s comprehensive experience spans nearly 25 years and includes the planning and design of

multifamily, mixed use, senior living, civic and aviation projects. His most recent work has been focused

on high-density urban infill sites, which provide challenging design opportunities in politically-charged,

design-sensitive communities. He is particularly adept at creating sustainable projects that integrate into

the urban fabric, generating a sense of place and individual character of each community. These

residential projects range from affordable and tax credit housing to luxury apartment and condominium

communities. Mr. McCloskey has taken a keen interest in Sustainable Architecture since early in his

career and became a LEED Accredited Professional shortly after the program’s inception over a decade

ago. His work integrates green building design principles into each project, and as a result he has worked

on multiple projects from their design inception through final certification. He has a passion for

researching new technologies and building systems, and recently completed one of the largest intensive

Eco-Roof installations on an apartment community in Portland, Oregon. In addition to leading the Los

Angeles office’s design efforts, Mr. McCloskey has been actively involved in volunteer programs within

the City of Los Angeles including AIA Los Angeles Design Competition Mentoring as well as the

Architecture Construction & Engineering (ACE) Student Mentorship Program.

Operations & Property Management

Living Beyond The Lease, Elevating Rental Experience & Tenant Retention

Musashi Liu

Musashi Liu

Director, Acquisitions and Development

Greystar

Daniel Gutierrez

Daniel Gutierrez

CEO

AllView Real Estate

Tazia Moore

Tazia Moore

SVP

Avenue5

Daniel Gehman
Moderator

Daniel Gehman

Director

Ware Malcomb

Daniel Gutierrez

CEO

AllView Real Estate

Daniel’s drive and entrepreneurial mindset is the leading force behind AllView Real Estate. Daniel started personally investing in real estate by locating and buying undervalued, distressed, and underperforming properties that he would then renovate, rent and manage throughout both Southern Californ ia and Nevada. Today, Daniel focuses on helping investors find, manage, and improve the returns of their real estate investments throughout Los Angeles, Orange, San Diego, and Riverside counties. Daniel also continues to take a hands-on approach to building his own Multi-Family, Single Family, and Commercial real estate portfolio. Daniel earned a Masters of Business Administration from the UCLA Anderson School of Management where he received concentrations in both Real Estate and Finance. He also holds a California Real Estate License and has degrees in Business Administration, Economics and Spanish from the University of Oregon where he completed his undergraduate studies. Prior to founding AllView Real Estate Management, Daniel managed companies in the Private Equity and Healthcare industry where he led in the acquisition and turn-arounds of underperforming businesses and assets.

Daniel Gehman

Moderator

Ware Malcomb

Daniel Gehman attended Cornell University in upstate New York before relocating to California. Daniel has been involved in the industry since 1986 and brings specialized expertise in architectural design to the Ware Malcomb team. As Director, Multifamily, he is responsible for the growth of the multifamily practice, focusing on business development, client service, and project execution. Daniel's background includes a variety of multifamily project types, with 25 years of specialization in Southern California and current projects in the Central Valley and Arizona. He currently teaches a class in the Master of Real Estate Development (MRED) program at the University of Southern California as an adjunct professor and is active in many industry associations.

Remarks

Jacob Isen

Jacob Isen

Director

SolarTech

Larry Denyer

Larry Denyer

Manager

LG Air Conditioning Technologies

Jacob Isen

Director

SolarTech

Jacob Isen is a seasoned professional in the renewable energy sector, renowned for his leadership and

expertise in spearheading SolarTech's Commercial Division. With a career solely focused on Solar

adoption, Jacob has been a driving force in advancing SolarTech's mission to provide affordable clean

energy to consumers.

Jacob’s passion for clean energy solutions ignited early in his career. He swiftly climbed the ranks within

SolarTech from salesman to Director showcasing an astute understanding of solar technology coupled

with a keen business acumen, and exceptional leadership skills.

Under Jacob’s guidance, the Commercial Division at SolarTech has witnessed unprecedented growth and

innovation, boasting 2x revenue every year in his tenure. His strategic vision has led to the successful

implementation of numerous large-scale solar projects across various industries, fostering a shift

towards sustainable energy practices while maximizing cost-efficiency for businesses. Jacob’s primary

avenue of growth is SolarTech’s Delta model. A unique program, turning solar from a money saving

investment, to a money-making investment.

Known for his collaborative leadership style and commitment to driving positive change, Jacob Isen

continues to be a driving force behind SolarTech's mission to reshape the commercial energy landscape,

one solar project at a time.

Jacob’s commitment to excellence extends beyond his role at SolarTech. He actively engages with many

charitable foundations, including The Legacy and Honor Foundation.

Why You Won't Want To Miss This Orange County Multifamily Event:

What You’ll Learn From Orange County CRE Leaders At This Event:

  • What do Orange County CRE leaders believe to be the most important trends in market-rate and affordable housing?

  • What multifamily and mixed-use projects are in the construction pipeline? What are the leading developments and where is the greatest opportunity to build?

  • What affordable housing financing options are available in Orange County?

  • What is being done to meet the greater demand for both market-rate and affordable housing in Orange County?

  • Which neighborhoods within Orange County are ripe for new multifamily development?

  • What are market leaders doing to attract residents and differentiate themselves in a competitive market?

Notable Projects: 

Shopoff Realty Investments - Parkhouse Residences at Uptown Newport - Newport Beach; 30 luxury for-sale condominiums, 80% pre-sold, move-ins this summer /// Magnolia Tank Farm – Huntington Beach – 250 homes, including 20% affordable units, 19,000 sqft of retail and 2.84 acres of coastal conservation open space /// Bolsa Pacific at Westminster Mall - Westminster; Macy’s and Sears parcels; 1,065 multifamily units, 102 townhomes and 25,000 sqft of retail /// Sold 2 SoCal Office Condominiums For More Than $600 Per Square Foot

Sancerra - Post 24 Wildomar, CA: 163 Townhomes (New Construction) /// Whitewood Residences Murrieta, CA: 243 Townhomes /// Vista Cove Vallejo, CA: 51 Homes /// Butterfield Stage Temecula, CA: 165 Homes

National CORE: Orchard View Gardens, Buena Park: 66 senior apartments on church land to open by November 2024 /// Miraflores, Anaheim: 86 family apartments and community mural, to open by September 2024 /// Santa Angelina, Placentia: 65 senior apartments on church land, opened in spring 2024 /// Mountain View, Lake Forest: 71 family apartments opened in December 2023 ///  Legacy Square, Santa Ana: 93 apartments on church land, winner of national and international awards, opened in June 2023

How You'll Do More Business From Attending This Summit: Join top multifamily owners, developers, investors and leaders as they discuss how multifamily is performing in Orange County, which areas are driving returns and how developers are pivoting with a growth-first mindset.

Who You'll Network With At This Discussion:  Owners, developers, investors, architects, construction, designers, brokers, leasing agents, lawyers, financial institutions, cities and government officials.

Why You Should Attend This Session: 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 event producer, Samantha D'Angelo at samantha.dangelo@bisnow.com. To request disability-related accommodations, please contact thea.parkert@bisnow.com no later than seven business days prior to the event.

INTERESTED IN SPONSORSHIP?

Contact avery.warren@bisnow.com to get information on sponsorship, pricing and availability at this event.

Venue

Renaissance Newport Beach Hotel
4500 Macarthur Blvd
Newport Beach, CA 92660

Ballroom: Lobby level (to the right) Bay Laurel Ballroom / foyer


Self Parking - $20 & Valet Parking - $25

Get Directions

Agenda

Time Activity
3:00 PM
3:55 PM
Networking, Coffee & Breakfast
3:55 PM
4:00 PM
Remarks
4:00 PM
4:45 PM
Acquisitions, Investment & Finance Outlook

The Flow of Capital & Getting Deals Done in Today's Market

4:45 PM
5:00 PM
Networking Break
5:00 PM
5:45 PM
Operations & Property Management

Living Beyond The Lease, Elevating Rental Experience & Tenant Retention

5:45 PM
6:30 PM
Forward-Thinking Development, Construction & Design

Delivering Prime Assets While Addressing Evolving Tenant Demands

6:30 PM
7:00 PM
More Networking!

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