Analyzing Deal Activity: Investment and Acquisition Strategies

Exploring Supply vs. Demand Dynamics, Top Submarkets, Leasing Trends, and Site Selection

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  Denton Kelley

  Denton Kelley is a Managing Principal of LDK Ventures, LLC, an entity formed with his father, Larry Kelley, with a focus on value-add real estate acquisition and development opportunities in the Western Region of the US. Mr. Kelley is responsible for identifying and executing new real estate investment opportunities. Mr. Kelley is also responsible for sourcing equity capital requirements for all LDK acquisition and development projects. Mr. Kelley is currently an owner in McClellan Business Park. Prior to joining LDK Ventures, LLC, Mr. Kelley worked as an equity research analyst at Bessent Capital (a global macro hedge fund in New York) covering financials, real estate, health care and other diversified industry sectors. Mr. Kelley worked directly with Scott Bessent, the current CIO of Soros Fund Management. Mr. Kelly spent 3 years at Robertson Stephens in the Investment Banking Division where was promoted to Associate from Analyst. The first year was dedicated to the real estate sector and he then spent the next two years banking the semiconductor and technology industries working on multiple IPO's, follow-on offerings and various other corporate finance deals. Prior to Robertson, he worked for Prentiss Properties, LLC. (an office REIT based in Dallas, TX) as an acquisition and development analyst and was also partly responsible for the asset management of the 2 million square feet office/industrial portfolio in the Southwestern US. Mr. Kelley received his Bachelors of Science in Business Administration from the University of Colorado at Boulder. He was a scholarship athlete during his collegiate tenure on the track and field team.

  LDK Ventures

  Managing Principal

  Denton Kelley

  Managing Principal

  LDK Ventures

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  Bryan McKrell

  Bryan McKrell is a Managing Director at Link Logistics Real Estate. He is responsible for more than 53 million square feet of industrial properties in the Pacific Northwest and he has worked in Commercial Real Estate for the last 23 years. Bryan has worked locally as a youth sports coach for soccer, basketball golf, and football and spends a good deal of time volunteering at his children’s school and in the community. Bryan grew up in the Carmichael area and attended Starr King Elementary and Middle school where he was inspired to learn and would like to give back to the district which provided him with such an exemplarily academic foundation. Bryan is the father of three children and currently resides in East Sacramento.

  Link Logistics

  Managing Director

  Bryan McKrell

  Managing Director

  Link Logistics

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  Michael Goldstein

  Mike is the Vice Chair & Executive Managing Director for the Stockton/Central Valley office of Colliers International. Mike's core focus is representing clients in all aspects of industrial real estate including land sales, investment sales, buyer/tenant site selection and acquisition along with landlord/seller marketing and disposition. MIke's unsurpassed knowledge, strong relationships and credibility in the market create opportunities for his wide array of clients. Mike and his partners average more than 100 transactions annually, involving warehouse/ distribution centers, manufacturing facilities, flex buildings, special purpose properties and land throughout the San Joaquin Central Valley.

  Colliers International

  Vice Chair & Executive Managing Director

  Michael Goldstein

  Vice Chair & Executive Managing Director

  Colliers International

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  John Endres

  Market Officer, Western US

  Dalfen Industrial

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  Jim Terry

  Jim Terry is Principal of Ware Malcomb’s Pleasanton office. As Principal, he is responsible for the overall leadership of the Pleasanton office and oversees all Northern California commercial architecture projects. Jim is a Licensed Architect and certified LEED Accredited Professional, bringing over 40 years of architecture and design experience to the Ware Malcomb team. He started his career with Ware Malcomb in 2003 in the firm’s Denver office. Shortly thereafter, Jim relocated to Northern California where he has managed a variety of master planning, industrial, distribution/logistics, commercial offices and retail projects for the firm. In 2015, Jim was promoted to Principal, joining the firm’s senior leadership team. In addition to his role in Northern California, Jim has been the Principal in Charge of Ware Malcomb’s national account with Amazon since their initial involvement in 2011. Established in 1972, Ware Malcomb has 28 office locations throughout the United States, Canada, Mexico and Brazil. Ware Malcomb has been ranked as the #1 Industrial Sector Architecture Firm by Building Design + Construction Magazine for the sixth year in a row, as well as #14 in BD+C’s A/E Firms overall ranking. The firm is also ranked among the top 10 Architecture/Engineering firms in Engineering News-Record’s Top 500 Design Firms.

  Ware Malcomb

  Principal

  Jim Terry

  Principal

  Ware Malcomb

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  Cherie Song

  Cherie Y. Song is a Partner in Lubin Olson's Real Estate and Business Practice Groups. She specializes in commercial leasing, acquisitions and dispositions, and telecommunications. Ms. Song represents institutional landlords, multi-billion dollar investment management companies, REITs, pension funds, and national retailers in a broad range of lease-related matters for office, retail, industrial, mixed-use properties and telecommunications assets. She also represents developers and investors in the acquisition, development, disposition and financing of commercial properties. Her practice also includes advising startups and private companies on various real estate and business-related matters. Prior to joining Lubin Olson, Ms. Song practiced in the San Francisco office of Buchalter Nemer and the Los Angeles office of McGuireWoods. Ms. Song was honored by Thompson Reuters as a Super Lawyer “Rising Star” in 2009 and 2010.

  Lubin Olson

  Partner

  Moderator

  Cherie Song

  Partner

  Lubin Olson

Developing, Designing & Delivering Prime Industrial Spaces

Evolving Tenant Demands, Flexibility, Sustainability, and the Future of Modern Warehousing

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  Tim Schaedler

  Tim Schaedler serves as a partner with Panattoni Development Company, one of the largest private industrial real estate development companies in the United States and Europe. Tim is responsible for the company’s development operations and investment decisions in the Northern California and Nevada markets. As partner, Tim oversees all aspects of development of office, industrial and retail projects as well as the supervision of staff personnel in three offices within the region. He manages underwriting investments, due diligence, arranging financing, development entitlements, architectural design, construction budgets, lease negotiations and dispositions. Tim has more than 23 years of experience in land entitlement, development, construction and leasing of office and industrial projects. Over the past two decades, Tim has developed more than $1.5 billion of speculative and build to suit projects for Santa Clara County, Sacramento County, Nationwide Insurance, San Joaquin County, Berlin Packaging, Southern Wine and Spirits, Amazon, Dignity Health, BMW, Volvo, FedEx, JFC International, Loomis Armored, Facebook, Allogene Therapeutics, McKesson Corporation, Home Depot and Restaurant Depot. In addition to his role at Panattoni, Tim serves on the Board of Directors for NAIOP, Sacramento Central Valley. Currently in Northern California, Southern Nevada and Northern Nevada, Panattoni Development Company has more than ten million square feet planned on more than 600 acres with a value of over $1.5 billion.

  Panattoni Development

  Partner

  Tim Schaedler

  Partner

  Panattoni Development

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  Cory Chung

  With 20+ years of experience in the real estate and construction industry, Cory has enjoyed a successful career in building GREAT projects. Having worked as a consultant, contractor, and client, Cory takes a 360 degree approach to overcoming challenges. A natural collaborator and problem solver, he works closely with architects, engineers, contractors, tenants, City officials, and all other stakeholders to create value and ensure project success. Growing up in Hawaii, and having lived in New York and Los Angeles prior to settling down in the San Francisco Bay Area, Cory enjoys golf, snowboarding, and anything on the History Channel.

  Prologis

  SVP, Regional Head of Development

  Cory Chung

  SVP, Regional Head of Development

  Prologis

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  Will Parker

  Will Parker serves as Principal in Trammell Crow Company’s (TCC) Northern California market. In this role, he is responsible for sourcing and overseeing industrial development opportunities throughout Northern California. During his tenure with TCC, Will has gained experience working across multiple western geographies and has established a development portfolio of industrial and office projects exceeding 6 million square feet. He has previously served on TCC’s Leadership Council and as a market leader. In addition to his project work, Will serves as a mentor in TCC’s internal mentorship program, takes an active interest in MBA recruiting, and contributes as a member of TCC’s Diversity, Equity & Inclusion Steering Committee. His volunteer work has focused on at-risk youth and health care. He is a past Director of The Guardsmen, an all-volunteer organization that provides access to educational and outdoor activities for inner-city youth in the San Francisco Bay Area. Prior to joining TCC, Parker served on the Quantitative Equity Portfolio Team at Wellington Management, LLP, in Boston. He also spent two years as a Commercial Construction Laborer in Seattle as a member of Local 242. While at the Tuck School of Business, Will was a 2007 recipient of the Arnold F. Adams, Jr. Award for Entrepreneurship.

  Trammell Crow

  Principal

  Will Parker

  Principal

  Trammell Crow

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  Chuck McCallum

  Chuck McCallum brings over 30 years of experience at the intersection of planning, land development, and civil engineering, shaping some of Silicon Valley’s most transformative projects, from the 58-acre Facebook West Campus to more than two dozen high-rise towers in downtown San Jose. As CEO of Kier + Wright and KWRE, he has expanded the firm’s capabilities by launching its full-service renewable energy practice and now leads efforts to integrate clean energy solutions and modernize the grid as Chair of ACEC California’s Energy Committee. Known for transforming complex infrastructure challenges into practical, high-quality solutions, Chuck is also exploring how emerging technologies like AI can accelerate decision-making, enhance efficiency, and drive innovation in the built environment. A strategic thinker and mentor, he draws on deep technical expertise to deliver sustainable, cost-effective results, and recharges through hiking, pickleball, and family time.

  KWRE and Kier & Wright

  President

  Chuck McCallum

  President

  KWRE and Kier & Wright

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  Marieca Tye

  Project Manager

  FORGE Architecture

• Moderator

  Chris Pedroza

  Executive Director

  Carpenters 46 Nor Cal Counties Conference Board

Opening Remarks

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  Janet Galvez

  VP

  Prologis