Investment & Acquisitions Outlook

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  Ricardo Rivas

  Mr. Rivas joined Allied Realty in 2001 and he has successfully directed or assisted the acquisition/development of over 2,300 multifamily units for a total aggregate value of over $240 million. Mr. Rivas’ responsibilities include all aspects of managing Allied Realty’s multifamily investment businesses that include acquisition and development. Mr. Rivas oversees the acquisition and disposition of assets, market feasibility, site selection, project design, permitting, construction management, and project financing. Mr. Rivas formed and oversees Allied’s first private equity fund launched in 2013 to develop multi-family assets in the major metropolitan areas of Texas. Mr. Rivas’ professional affiliations include being a member of the National Multi-Housing Council (NMHC) Emerging Leaders Committee, the Urban Land Institute (ULI), and the Houston Apartment Association (HAA). A native of Caracas, Venezuela, Mr. Rivas is fully bilingual in English and Spanish and he is currently C.P.A. eligible while pursuing his Master of Science in Accountancy at the University of Houston. Mr. Rivas received his M.B.A. from the University of North Alabama. He is a also a Magna Cum Laude graduate of the University of North Alabama and was named All-Gulf South Conference and Academic All-Gulf South Conference for two consecutive years as a 4-year member of the Men’s Varsity Tennis team (both as player and Assistant Coach).

  Allied Orion Group

  CEO

  Ricardo Rivas

  CEO

  Allied Orion Group

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  Stan Levy

  Stan Levy serves as Chief Operating Officer of MORGAN. Stan’s responsibilities include arranging debt and equity financing, managing the property disposition process, and asset management oversight for all of MORGAN’s assets. Stan serves on the firm’s Executive Committee and Investment Committee. Stan has closed over $3.0 billion of transactions for MORGAN. Stan was one of the founding executive officers of Cadence Bancorporation, where he was integrally involved in a startup that raised $1.0 billion in equity and subsequently acquired several banks and has grown to $18 billion in assets across a six-state region. Stan began his career at JPMorgan Chase & Co., where he worked for 15 years and served as Managing Director of Real Estate & Lodging Investment Banking for the Southern Region. Stan graduated with honors from The University of Texas with a BBA in Finance. Stan serves as a director of the Holocaust Museum Houston Foundation and previously served as a director of Hines Real Estate Investment Trust, Inc., advisory director of Cadence Bancorp LLC, and as an Executive Committee board member for The Emery/Weiner School. Stan is a past President of the Board of The Shlenker School in Houston. He is an active member of the National Multi-Housing Council.

  Morgan Group

  COO

  Stan Levy

  COO

  Morgan Group

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  John Sloot

  John Sloot is a Vice President for Hunt Mortgage Group (HMG), focusing on originating, term, and bridge loans for multifamily & commercial real estate properties across the country. All executions are direct through HMG’s Agency relationship (Fannie Mae & Freddie Mac), FHA/HUD and HMG’s Proprietary Lending Programs. Prior to joining HMG, John was an AVP in Associated Bank’s Commercial Real Estate Group where he provided support and asset/portfolio management needs for the group. John was responsible for managing a commercial real estate portfolio of 40+ assets/credit facilities with commitments totaling in excess of $200 million. John also assisted the group in closing in excess of $500 million in new commitments during his time with the company. Before joining Associated Bank, John was a Sr. Commercial Real Estate Analyst at BMO Harris Bank (fna Amcore Bank) where he was in charge of underwriting real estate debt transactions. John began his career and received formal credit/underwriting training through MB Financial and their Leadership Development Program where he rotated through various divisions of the Commercial Bank. Throughout his career, John has assisted in closing over $1 Billion in real estate transactions. John graduated from Roosevelt University with an MBA in Real Estate and received his undergraduate degree in Business Administration (BBA) from Roosevelt University.

  Hunt Real Estate Capital

  VP

  John Sloot

  VP

  Hunt Real Estate Capital

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  Jennifer Campbell

  Jennifer Campbell leads Houston as a Director for IPA Texas. Ms. Campbell has closed more than $3 billion representing over 30,000 units in multifamily transactions across the state of Texas. Prior to joining the firm, Ms. Campbell worked for a Houston boutique firm specializing in multifamily transactions. She also interned with Trammel Crow and CBRE debt and equity group while completing an MBA in real estate finance. Ms. Campbell is also a graduate from Tulane and University of Wisconsin Milwaukee, where she earned degrees in music and dance. She enjoyed a 13-year career singing opera professionally, prior to entering the real estate profession. She currently is active with Urban Land Institute and is pursuing her CCIM designation.

  Marcus & Millichap

  First Vice President Investments

  Moderator

  Jennifer Campbell

  First Vice President Investments

  Marcus & Millichap

Dive Into Retail

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  Jim Mastandrea

  Founded in 1998, Whitestone now has a market cap of $363M and properties around Texas and Arizona under James' command. James also has a past of being a Military Police Officer with the US Army, but nowadays spends his free time flying with his private pilot's license. In fact, aviation is so important to him that in 1999, James formed and served as CEO for Eagle's Wings Aviation, which purchased troubled aviation services businesses.

  Whitestone REIT

  Chairman & CEO

  Jim Mastandrea

  Chairman & CEO

  Whitestone REIT

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  Dean Lane

  Dean Lane joined NewQuest Properties as a Partner in 2003. Dean plays a critical role on NewQuest’s development team, working on the design, tenant-mix and construction. Comprising more than seven million square feet of gross leasable area over the last several years, some of the major town centers include Sherman, Cy-Fair, Brazos, Hutto, Creekside, Stone Hill, Stone Park, Stone Hill Town Center and Grand Morton Town Center. The primary focus of Dean’s career has been on retail tenant representation, representing companies such as Kohl’s, Oshman’s/Sports Authority, Eye Masters, Ross Dress For Less, Sears Specialty Group, Petsmart, Petco, J.C. Penney, Ulta Cosmetics, CompUSA, Toys R Us, Golf Galaxy, Robins Bros. and The Gap Concepts. Due to his dedication, Dean was named Master Broker for Dick’s Sporting Goods in five states. He was overseeing all markets in the major cities of interest in Texas, New Mexico, Oklahoma, Arkansas and Louisiana. During his career, Dean has completed numerous lease transactions for his clients, ranging from 5,000 – 133,000 square feet. One of Dean’s largest transactions completed in recent years was the 138 acre tract of land sale to CBL REIT for the 800,000 square foot Pearland Town Center Mall that opened in 2008. Previously a Vice President and Partner of Boyd Page & Associates from 1991 – 2003, Dean’s career started in the real estate industry with CB Commercial Real Estate Group in 1984. He is a member of the International Council of Shopping Centers (ICSC) and a graduate of Texas A&M University. In his spare time, Dean likes to spend time with his wife Regina and their two daughters, Halle and Jesse, and volunteers for the Houston Livestock Show and Rodeo.

  NewQuest Properties

  Partner

  Dean Lane

  Partner

  NewQuest Properties

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  Larry Levine

  Mr. Levine founded Levcor, Inc. in 1980 and serves as both its President and driving force. He has been involved in the development, leasing and management of over 20 million square feet of retail centers and office buildings during his career. Mr. Levine served in the U.S. Army as a Lieutenant with the Military Police Corps. He received a BBA from Texas A&M University as well as advance courses in Real Estate Finance, Management, Appraisal and Law from the University of Houston. Prior to establishing Levcor, Mr. Levine was with Coldwell Banker Commercial Brokerage Company from 1974 to 1980, where, as a Senior Broker, was involved in investment property sales, leasing and site acquisition. His expertise was first established in the repositioning of under-performing properties on behalf of third-party owners. Malls, neighborhood and community shopping centers throughout Texas were leased to stabilization with major tenants. These anchor/major tenant relationships remain to this day. While at Coldwell Banker he was ranked in the Top Ten in both the Houston Division and the Region, which included the competitive markets of Atlanta, Dallas, Chicago, and Washington, DC. Mr. Levine is a Sustaining Member of the International Council of Shopping Centers and being an alumnus of Texas A&M University, is a member of the Board of Directors of both the International School of Business and Mays Graduate School of Business. He is a member of AIPAC, a member of Congregation Beth Yesheren and serves on the board of directors of JINSA and on the Executive Committee of the Republican Jewish Coalition. In October 2000, Larry Levine was named a Distinguished Alumnus of the Texas A&M University School of Business. He maintains his Real Estate Broker’s License and in addition to the above, is very active in numerous business, social and political activities throughout Houston and the State of Texas and on a national level.

  Levcor

  President

  Larry Levine

  President

  Levcor

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  Lilly Golden

  A highly respected commercial real estate broker in the Houston market, Lilly Golden has been working in the industry for 25 years. She has represented retailers such as HEB, Sun & Ski, Guitar Center, Sur La Table, David’s Bridal, 99 Cents Only, Aaron Rents, and Houston’s Restaurants, leased properties for landlords such as CBL, Crescent, Freeway Properties and Tanglewood Corporation, represented investors such as Mischer Investments, Provident and Lovett Homes and completed build to suits for both Aaron Rents and Dollar Tree. Lilly has earned the “Heavy Hitters Award” from the Houston Business Journal and the “Costar Broker of the Year Award” in 2012, 2013 and 2015. She is a CCIM, a board member of The Site Source National Retail Broker Network, the Houston chairperson for the International Council of Shopping Centers and a member of Commercial Real Estate Women. Lilly started her career as a Systems Engineer at IBM in Chicago, she joined Jones Lang LaSalle 5 years later and worked as both an office and retail broker before moving to Houston in 1993. After working for Trammel Crow, Wulfe & Co and Moody Rambin, Lilly formed Evergreen Commercial Realty in 2005.

  Evergreen Commercial Realty

  President

  Lilly Golden

  President

  Evergreen Commercial Realty

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  Crystal Allen

  Allen leads the project leasing team to provide consulting, marketing, merchandising and leasing services to landlords and developers. Her profound expertise covers a range of asset classes including traditional neighborhood, regional and super-regional shopping centers, mixed-use developments, lifestyle centers, and entertainment venues. Allen also provides tenant representation services and market strategy for local, regional and national retailers and restaurants looking to expand their concepts. CAREER HIGHLIGHTS: Prior to joining Transwestern in 2012, Allen worked as a senior leasing agent for Brixmor Property Group (formerly Centro Properties Group), the second largest owner of open air neighborhood and regional shopping centers in the nation. With an assigned portfolio of more than 2.5 million square feet, she correlated the marketing, negotiation, construction coordination, budgeting and overall execution of transactions with new and existing tenants. She also played an integral role in multiple redevelopment projects. Throughout her tenure she was consistently a top producer not only within the Southwest region but nationally, and she executed more than 2 million square feet of lease transactions alone. Today, Allen has built a leasing portfolio of more than 3 million square feet of existing and new developments, and, in the last 12 months has executed transactions that created over $100 million in value. Crystal Allen currently leases many of the largest, most high profile projects within the country, and is consistently requested by the company’s premier clients to represent projects. She is a top producer within the firm, is considered a leader within the retail industry and a mentor to her team members. Her clients include Brookfield, Oliver McMillan, DC Partners, LNR Partners, Patrinely Group, CDC, Xenia Lodging, Imperial Development, Skanska, 4M Investments, Woodridge Capital, Walton Street Capital and Ley/Wilson Development as well as multiple tenants including Amorino Gelato, Habitat for Humanity ReStore, Star Furniture, Voicebox Karaoke, Gigi’s Cupcakes and TF Supplements. PROFESSIONAL AFFILIATIONS/RECOGNITION: Crystal is a licensed Real Estate Broker in the states of Texas and Colorado, a member of ICSC and a member of Transwestern’s Women’s Leadership Council. In 2015 Crystal was recognized as one of Globe Street’s Top Ten Emerging Retail Leaders and has recently been named one of Real Estate Forum’s 2016 top 50 under 40. EDUCATION: Crystal graduated Magna Cum Laude with a Bachelor’s Degree in Finance from Texas State University in San Marcos, Texas.

  Transwestern

  Managing Director

  Crystal Allen

  Managing Director

  Transwestern

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  David Luther

  David Luther leads the Investment Sales team at NewQuest. He has over twenty years of experience in underwriting, capital markets, and representing sellers and buyers on the sale of commercial assets. Prior to joining NewQuest, he was a Senior Vice President of Investments with Marcus and Millichap focused on facilitating 1031 exchanges and specializing in retail, medical, office and industrial assets. Having managed brokerage offices throughout Texas and closing over $750 million in commercial sales, David has built a stellar career providing agents and clients with “best in class” investment sales services. Nationally recognized as a leading commercial real estate broker and investment sales professional in his field, David has been quoted for his knowledge and expertise in over 100 trade articles, real estate panels and press releases. A graduate of Southern Methodist University with degrees in real estate finance and mathematics, he is currently a member of the International Council of Shopping Centers (ICSC) and National Association of Office Industrial Properties (NAOIP). When David is not working, he enjoys spending time with his family and rooting for his local Houston Astros and son’s little league team.

  NewQuest

  EVP

  Moderator

  David Luther

  EVP

  NewQuest

The State of Development

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  Cyrus Bahrami

  Cyrus Bahrami oversees development, investment and construction operations for the Houston office. He brings more than 12 years of real estate investment, development and finance experience. Prior to joining Alliance, Mr. Bahrami served as Vice President of Investments and Development for M-M Properties, where he participated in the acquisition, development and asset management of multifamily and commercial-office properties in excess of $600MM. Mr. Bahrami also held previous positions with PriceWaterhouseCoopers LLP and Equastone Real Estate Investment Advisors. Mr. Bahrami graduated summa cum laude from the Mays School of Business at Texas A&M University, where he earned a Bachelor of Business Administration in Accounting and Master of Science in Finance. He is a licensed CPA in the state of Texas.

  Alliance Residential

  Managing Director

  Cyrus Bahrami

  Managing Director

  Alliance Residential

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  Stacy Hunt

  Stacy has been with Greystar and its predecessor firm since 1982 and is currently responsible for national client relations and new business pursuit for the company’s 670,000 unit domestic management operation. Since joining Greystar, Mr. Hunt has helped build the firm’s management portfolio through the opening of regional offices in Arizona, Florida and additional offices in Texas. Stacy is a member of the National Apartment Association, the National Multi Housing Council joint legislative committee, the board of directors of the Houston Apartment Association and the Westchase District, Treasurer of the Better Government Fund of the Houston Apartment Association and is a licensed Texas broker. He also served as president of the Houston Apartment Association in 1992 and the Texas Apartment Association in 1998. In 1973 Stacy earned a bachelor’s degree in finance from the University of Texas. Mr. Hunt has witnessed the firm’s growth from 2,000 units to its current ranking as the largest apartment manager in the United States, with more than 670,000 units in 43 states. Greystar also manages approximately 24,650 units in China, France, Germany, Ireland, Mexico, the Netherlands, Spain and the United Kingdom. The company’s owned portfolio consists of over 51,000 units including 87 properties under construction and 31 stabilized properties in markets across the US. Mr. Hunt is based in Houston, Texas, and the Greystar corporate office is located in Charleston, South Carolina.

  Greystar

  Executive Director

  Stacy Hunt

  Executive Director

  Greystar

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  Anna Deans

  Prior to joining Midway, Deans developed mixed-use properties for Thor Equities and earlier in her career was a design architect for Gensler. She holds a Bachelor of Architecture degree from the University of Texas, Austin and is a LEED accredited licensed architect in the state of Texas.

  Midway

  VP, Investment and Development

  Anna Deans

  VP, Investment and Development

  Midway

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  Brit Perkins

  Brit involves himself personally in serving the firm’s clients. He is a nationally recognized leader in multifamily low, mid- and high-rise design, devoting his time to leading the multi-family design studio. His goal is to drive the design process to produce cost effective, creative solutions on a large range of multi-family rental or for-sale condominium landmarks as well as hospitality. Brit is sensitive to the reality of budget concerns, financial timetables, market research, project scheduling and the coordination of the design documents. Brit has actively lead design for over $6 billion in construction costs for many of the largest and most recognized multi-family and hospitality leaders in the country including Trammell Crow Residential, Alliance Residential, Wood Partners, Mill Creek Residential, Legacy Partners, Disney, Lend Lease, and others. His ability to balance the bottom line design and cost issues is the key to his success.

  Principal

  EDI International

  Brit Perkins

  EDI International

  Principal

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  John Hammond

  John D. Hammond is the President and CEO of Riverway Title Company. In 1997, Mr. Hammond began his commercial title insurance career with Partners Title in Houston. In May of 2005 he joined First American Title – Tanglewood. Then in July of 2012, First American Title – Tanglewood became Riverway Title Company. In 2015, Mr. Hammond purchased Riverway Title Company. Mr. Hammond has been in the Houston commercial real estate arena since 1982 as an owner, broker and lender. His knowledge of commercial real estate and title insurance helps him assist his clients in every facet of their commercial transaction from start to finish. With experience in all types of commercial property transactions, Mr. Hammond’s network of business contacts and relationships in the commercial real estate industry has made Riverway Title Company one of the premier title companies in Texas capable of handling any type of commercial transaction. Mr. Hammond received his Bachelor of Business with honors and Masters Degree from the University of Houston. He is a member of the International Council of Shopping Centers, Bayou City Breakfast Club, and Braeburn Country Club. He is a founding investor of the University Of Houston C.T. Bauer Graduate Real Estate Program where he currently serves on the Executive Advisory Board and the Finance Committee. He is also a founding stakeholder of the School of Entrepreneurship at the University Of Houston. Mr. Hammond serves on the Board of Directors of Texas Inter-Faith Housing Corporation, and is a Life Member of the Sigma Chi Fraternity and the University Of Houston Alumni Association.

  Riverway Title

  President & CEO

  Moderator

  John Hammond

  President & CEO

  Riverway Title