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Highlights from WMRE’s CRE Capital Raising and Investment Trends Forum

This exclusive forum provided a snapshot given current market conditions of some innovative strategies for investing in commercial real estate.

Over the course of four days last week eight sessions laying out how to navigate the current real estate investment market were part of WMRE’s first virtual forum of 2022.

The forum, CRE Capital Raising and Investment Trends: First Quarter Update, took place last week. All eight sessions are available for on-demand viewing by clinking on the links below each session description below. The forum was a follow-up to two virtual forums WMRE hosted in 2021. (All of those sessions are still available on demand by registering here or here.)

This first quarter forum featured a number of sessions exploring strategies for both passive and active real estate investors ranging from sessions that focused on specific property types (such as grocery-anchored centers, multifamily and medical offices) to ones that dove into some of the complexities of investing through Delaware Statutory Trusts and private real estate syndications.

Appfolio was the platinum sponsor for the forum. Other sponsors included First National Realty Partners, Alliance, Four Springs Capital Trust, Ashcroft Capital, GowerCrowd, Pace Loan Group and Falcon Rappaport & Berkman PLLC.

What Makes Grocery-Anchored CRE an Essential Asset Class for Every Investor

The anchor tenants of a commercial real estate property are one of the most important factors of an investment opportunity. Strong anchor tenants come with a number of benefits like lower credit risk, higher foot traffic, and the ability to attract other tenants to the property. First National Realty Partners' Managing Director, Drew Carpenter provided an in-depth look at why grocery-anchored CRE belongs in every investor’s portfolio.

View here.

Secure, Stable Returns—Why You Need to Add Medical Office Buildings to Your Portfolio Today

Ben Reinberg, CEO at Alliance Consolidated Group of Companies, been delivering returns to investors in medical office buildings for over 27 years. Reinberg laid out how medical office buildings perform compared with other real estate asset classes in the returns they can provide in terms of ongoing yields from cash flow as well as in capital appreciation over the long run.

View here.

The ABCs of DSTs

It’s important for wealth advisers and investors to understand the opportunities and risks inherent in Delaware Statutory Trusts (DSTs). Rob Johnson, head of wealth management, Realized 1031, and Bill Dioguardi, chairman and CEO, Four Springs Capital, discussed how they’re structured, the type of assets that are held in DSTs, what’s driving the significant growth in the DST market, and how individual investors are benefitting from utilizing DSTs to affect 1031 exchanges.

View here.

Real Estate Roundtable-Market Sentiments, Taxes and Best Practices

Technology was gaining traction before the pandemic, and the acceleration of tech adoption will continue to rise, even when the business environment starts to feel a little more “back to normal.” Nonetheless, the past year was unmatched in terms of how many quick pivots businesses across nearly every category had to make. A panel featuring Juwan Kadir, senior solutions engineer and team lead, Appfolio; Jerry Goldberg, CFO, Westmarq; Eric Kerkvliet, CFO, Alpine Properties; and Daniel Morgan, managing principal, Marterra Properties, explored the new challenges and opportunities that emerged in the past year, the general business sentiment, fundraising in today’s market environment, investor expectations, and the biggest pain points and learnings from tax season.

View here

How Investment Firms and Investors Are Approaching Multifamily After The Pandemic

Apartment rents and occupancy have remained robust. Inflation has entered the economy and despite the economic impact and disruption, apartments remain on strong footing. Travis Watts, director of investor relations, Ashcroft, examined the pros and cons of investing in real estate private placements, best practices to navigate an uncertain economy, lessons learned from the pandemic, and what investors need to know to prepare for the next recession.

View here.

The Brand-New World of Investing in Real Estate Online

Commercial real estate capital raising has been completely revolutionized since the passing of the JOBS Act of 2012. Adam Gower, Ph.D., founder of GowerCrowd, explored the myths surrounding real estate syndication (crowdfunding) and explained how to mitigate real estate investment risk by piggybacking the big guys—while discovering the hidden secrets of real estate private equity.

View here.

Using C-PACE to Reduce Equity and Enhance IRR

Commercial Property Assessed Clean Energy (C-PACE) is often referred to as “alternative financing” that some developers and investors see as table stakes to their capital stacks. A panel featuring Rafi Golberstein, CEO, Pace Loan Group; Jesse Hallstrom, CFO, PACE Loan Group and Andy Sinclair, CEO, Midloch Partners; and explained why C-PACE is more than just financing for sustainable upgrades—and how it can be used as an equity reducer to increase returns.

View here.

Tax-Advantaged Finance for Syndicated Real Estate Investments

This panel discussed three techniques from the tax planning world—Section 1031 exchanges, DSTs and Qualified Opportunity Zones—and how sponsors can use tax-advantaged structures to help attract more investors and bigger investment outlays, why investors are interested in these vehicles, and what kind of funding would be available to sponsors who look to create them. Speakers included Matthew Rappaport, Esq., LL.M., vice managing partner, Falcon Rappaport & Berkman; Christopher Urso, managing partner, URS Capital Partners; Kenneth L. Zakin, senior managing director, Newmark Capital Markets; and Gary Callahan, Eastern divisional director, senior vice president, Inland Securities.

View here.

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