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Speakers and Panels

Orange County Construction & Development

Navigating Construction Challenges, Leveraging Mixed-Use, Multifamily, Retail & Office Development Opportunities & Delivering Projects Throughout OC

Jeremy Gooden

Jeremy Gooden

Vice President

LOWE

Matt Turk

Matt Turk

Senior Development Manager

Holland Partner Group

Ali Pezeshkpour

Ali Pezeshkpour

Planning Manager

City of Santa Ana

Kyle Kriete

Kyle Kriete

Deputy Program Manager

California Energy Design Assistance

RC Alley

RC Alley

Managing Partner

AO

Kate Phelps
Moderator

Kate Phelps

Principal

CLA

Kyle Kriete

Deputy Program Manager

California Energy Design Assistance

Kyle Kriete is a Deputy Program Manager focused on implementing the statewide new construction California Energy Design Assistance (CEDA) program as well as the PG&E Government and K-12 retrofit program. He works with design teams to promote electrification and decarbonization in new construction and retrofitting existing municipalities and school districts to help meet California’s energy goals. He holds a mechanical engineering degree from Cal Poly San Luis Obispo, and an MBA from Pepperdine.

RC Alley

Managing Partner

AO

A second generation architect, RC Alley developed an interest in architecture at a young age while performing odd jobs at his father’s firm. Along the way, RC’s father passed down an aptitude for math and analytical thinking, a passion for great design and a dedication to technical excellence.

RC’s passion for architecture and real estate has served him well as he has lead the AO Multifamily and Mixed-Use studios for over 23 years. RC’s approach is hands-on from conceptual design to final construction documents. He remains highly involved in each and every project, maintains frequent communication with clients, and delivers a fine balance of high-caliber design, technical precision and economics.

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.

Orange County 2024 Forecast

Acquisition Activity, Project Pipeline, Economic Outlook, Exploring Investment Opportunities, Strategies For Successful Dealmaking & Future Real Estate Projections

Tibor Kelemen

Tibor Kelemen

CEO

The Kelemen Company

Tom Lawless

Tom Lawless

Managing Director

Hines

Cindy Chen

Cindy Chen

Managing Director, Portfolio Management

Nuveen Real Estate

Carrie Nikols

Carrie Nikols

CEO

Nikols Mortgage Fund, LLC

Morgan Medlin
Moderator

Morgan Medlin

Partner

Allen Matkins

Tibor Kelemen

CEO

The Kelemen Company

Tibor Kelemen is the founder and CEO of The Kelemen Company. Tibor immigrated to the United States from Romania at the age of 18 with less than $100 to his name. In 2002, he held an entry-level position at Bacchus Development, where he later became the Director of Sales. Tibor later founded Wind Water Realty, Inc. where he led a successful team that specialized in brokerage, property management, and investments. In 2014, Tibor founded Kelemen Camano Investments (“KCI”), a Southern California based company specializing in “value add” real estate, which grew to $250 million assets under management over a span of three years. Tibor’s leadership experience in real estate acquisitions, development, construction, and dispositions is invaluable to the success of the Kelemen Company. Fun fact- Tibor is an avid runner and mountaineer. One of his goals is to climb the Seven Summits!

Tom Lawless

Managing Director

Hines

Tom is managing director of Hines’ West Region where he’s responsible for the acquisition, capitalization,

diligence, development and asset management of the region’s commercial, residential and industrial

projects in Los Angeles and Orange Counties.

Since joining Hines in 2016, Tom has been instrumental in growing the Hines presence in Southern

California across all product types. He has acquired, redeveloped, managed, and sold office, industrial,

retail and residential projects, totaling more than 5 million square feet and $2 billion in value.

Tom spearheaded the West Region’s push into the industrial sector. He has acquired, entitled,

developed, and managed more than 10 industrial projects representing over half a billion dollars in total

capitalization.

Carrie Nikols

CEO

Nikols Mortgage Fund, LLC

Carrie is CEO of The Nikols Company, which is Manager of Nikols Mortgage Fund, LLC, a private commercial real estate construction & bridge lender providing $5-40 million loans on California properties. She directly leads all loan originations and structuring, and oversees closings, loan servicing and loan payoffs. She has led Nikols Mortgage Fund since 2008, closing over $1.3 billion of loan commitments. Carrie’s commercial real estate experience, which spans more than four decades, ranges from institutional permanent lending and large balance bridge loans to smaller bank and private money construction and tailored transactions. As the top producing Region Manager for DaimlerChrysler Capital Services, Carrie originated and was responsible for a portfolio of $10 to $75 million highly leveraged commercial property bridge loans, all handled as agreed with no defaults. She has also pioneered various loan structures and product types including mezzanine loans, tax-exempt bond letter of credit enhancements with taxable tails, assisted living facilities, self-storage facilities and single-tenant biotech properties. Carrie has also written approximately 50 income property and residential subdivision appraisals as a state certified appraiser and MAI candidate. She holds a California Real Estate Sales license and graduated Magna Cum Laude from the University of Southern California with a Bachelor of Science Degree in Business Administration-Real Estate Finance.

Morgan Medlin

Moderator

Allen Matkins

Morgan is an experienced real estate attorney with an eye for deal-making. Morgan's analytical approach and ability to adapt allows her to make deals come together in a way that best serves her clients’ business interests. Based in the firm’s Orange County office, Morgan’s transactional real estate practice focuses on acquisitions, dispositions, and leasing of industrial, retail, mixed-use, office, and master-planned residential communities across the United States. In addition, Morgan represents clients on challenging, environmentally impacted projects.

Why You Won't Want To Miss This Commercial Real Estate Event:

What You’ll Learn From OC CRE Leaders: 

  • What major developments are we seeing in the Orange County pipeline? Which projects will have the greatest impact on the residents of OC? 

  • What areas of Orange County are developers, owners and industry leaders finding the most opportunity to deploy capital in today’s market? How does this compare to previous years? 

  • Which asset classes are investors most bullish on? Multifamily? Mixed-Use? Retail? Hospitality? Office? Industrial? Healthcare? Life Sciences? 

  • How are evolving capital markets impacting the ability to finance deals in Orange County?

  • How are industry leaders getting creative in order to provide an experience to those living, working, playing and visiting Irvine, Santa Ana, Anaheim, Huntington Beach, Newport Beach, Dana Point and Orange?

  • With rising construction costs, how are contractors, developers, and designers developing creative solutions to execute project timelines without dramatically impacting their bottom lines?

  • What does the speed to market in the upcoming years look like? 

  • What strategies are industry leaders using to build strong relationships with local stakeholders?

Projects To Be Discussed During The Session:
These are some key projects in the area that our panelists will be discussing. Read more about these developments by clicking on the links below.

Hines - 3130 S Fairview St. Santa Ana, CA: Brand new state-of-the-art industrial building to be finished in Q1 2024 /// West Edge, Los Angeles 

LOWE  - Paloma 2727 N. MainPlace Dr. Santa Ana, CA: The first residential development at Santa Ana's MainPlace, transformational mixed-use redevelopment of the expansive property, Offers modern living environment with 209 residences in a five-story building with an extensive collection of amenities + outdoor spaces. MainPlace mall is a three-story, super-regional shopping center located minutes from the Disneyland Resort + Anaheim Convention Center. 

Kelemen Company - The Atrium: Trophy 334,828 SF Multi-Tenant Office Building /// HERE @ Laguna Hills: 223,974 SF Multi-Tenant Office Building /// Trancas, Malibu: 24.87 acres land for residential development 

Nuveen - Fairway Center II in Brea: 90k sq ft office building, 92% leased 

Holland Partner Group - 18750 Delaware: Delaware Housing Project, 346-units 

AO - The Row at Redhill /// Hive Live /// VRV /// Cloud House /// Kanyon at Brea 

Nikols Mortgage Fund, LLC - 80% financing on a 32-unit multi-tenant industrial park in Laguna Hills, adjacent to the highly desirable Irvine Spectrum. The property was acquired with a fully approved condominium map and the units will be sold off individually. See page 3 of flipbook /// 100% financing on a known contaminated industrial site for truck parking in Fullerton, CA. See page 4 of flipbook /// 80% financing for a ground-leased 69,930 square foot multi-tenant industrial building and retail pad in Tustin, CA. We later provided funds in the loan to facilitate the purchase of the land. See page 5 of flipbook.

How You’ll Do More Business From Attending This Conference: Join us to learn about the major developments throughout the Orange County region and how these projects are impacting the commercial real estate scene. Learn from our participating panelists about the emerging opportunities throughout OC, the top reasons to invest in Orange County and how industry leaders are predicting for the year ahead in Irvine, Santa Ana, Anaheim, Huntington Beach, Newport Beach, Dana Point and Orange.

Who You'll Network With: Owners, Developers, Investors, Architects, Construction, Designers, Brokers, Lawyers, Financial Institutions & Government Officials.

Why You Should Attend This Summit: 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.

Venue

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

Ballroom Name/Floor: 1st floor - Citrus Ballroom / Orchid Terrace


Self-Parking $20
Valet Parking $25
Self-Parking is strongly recommended for a quicker exit.

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Agenda

Time Activity
3:00 PM
4:00 PM
Networking, Coffee & Breakfast
4:00 PM
4:45 PM
Orange County Construction & Development

Navigating Construction Challenges, Leveraging Mixed-Use, Multifamily, Retail & Office Development Opportunities & Delivering Projects Throughout OC

4:45 PM
5:00 PM
Networking Break
5:00 PM
5:45 PM
Orange County 2024 Forecast

Acquisition Activity, Project Pipeline, Economic Outlook, Exploring Investment Opportunities, Strategies For Successful Dealmaking & Future Real Estate Projections

5:45 PM
6:30 PM
More Networking!

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