16 October 2018

REFI Breakfast Briefing: Finding your Opportunity Zone

The CRE market has seen a number of changes stemming from the Tax Cuts and Jobs Act of 2017. Find out how the legislation works and what industry leaders are doing.



Date: 16 October 2018


Venue: Morningstar, 4 World Trade Center, Floor 48, New York, NY 10007


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Add to Calendar 10/16/2018 08:30 America/New_York REFI Breakfast Briefing: Finding your Opportunity Zone The CRE market has seen a number of changes stemming from the Tax Cuts and Jobs Act of 2017. Find out how the legislation works and what industry leaders are doing. Morningstar, 4 World Trade Center, Floor 48, New York, NY 10007 false MM/DD/YYYY
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The commercial real estate market has seen a number of changes stemming from the Tax Cuts and Jobs Act of 2017, particularly related to opportunity zones. A number of private equity platforms are rolling out strategies related to opportunity zones, which community development programs that were established under the tax legislation that are aimed at encouraging long-term investments in lower income communities. Find out how the legislation works and what industry leaders are doing.

Confirmed Panel:

 

J.B Reilly, PresidentCity Center Investment Corporation

J.B. Reilly is the President of City Center Investment Corporation (CCIC). Reilly cofounded CCIC in 2011, and the company is currently developing a $1 billion-plus mixed-use project that is helping transform downtown Allentown, Pennsylvania.

Reilly has more than 30 years of experience in commercial and residential real estate development and planning, urban redevelopment, property management, finance management and law. His career includes the successful development of diverse real estate assets, including apartment complexes, lifestyle communities, office towers, a full-service hotel and historic renovations. He is a founding partner of Landmark Communities, a portfolio of semi-luxury apartment complexes, and Traditions of America, award-winning 50+ communities nationwide.

Reilly serves on the Board of Directors of CrossAmerica Partners (NYSE: CAPL), a leading U.S. distributor of branded petroleum for motor vehicles, and on the Board of Directors of M-SPEX, LLC, an engineering and manufacturing firm specializing in military solutions. He has been active in and honored by various business, economic development and charitable organizations in Allentown and the Lehigh Valley for more than 30 years.

Reilly earned a Bachelor’s Degree in Economics from Lafayette College and received his Juris Doctor Degree from Fordham University’s School of Law. He is a Certified Public Accountant and has been a member of the Pennsylvania Bar Association since 1987.

 

Bryan Woo, Executive Vice PresidentYoungwoo & Associates

Bryan Woo is an Executive Vice President at Youngwoo & Associates (YWA) a real estate development company based in New York and leads the company’s acquisition strategy. The company has developed more than 8 million square feet of property in niche markets and property types. Previously, Bryan lived in Seoul and worked in the Principal Investment Division at Mirae Asset Securities. Earlier in his career he was an analyst in the securities team at Northstar Realty Finance Corporation (NRFC). Bryan received his B.A. in Economics and Psychology from Amherst College.

 

Charles Clinton, CEO and co-founder, EQUITYMULTIPLE

Charles Clinton is CEO and co-founder of EQUITYMULTIPLE. Prior to EQUITYMULTIPLE, Charles was a real estate attorney with Simpson, Thacher & Bartlett, where he worked on a variety of major transactions for Blackstone and KKR. During his time at Simpson, he worked on over $10 billion in transactions, including Blackstone’s $1.7 billion purchase of the Cosmopolitan Hotel, Blackstone’s $1.9 billion purchase of Motel 6 and Hilton’s real estate asset restructuring and refinance in advance of its $2.5 billion IPO. Charles received his JD and Business law Certificate from Berkeley Law and B.A. from Amherst College, where he was the captain of the swimming and water polo team.

 

David Blatt, CEO, CapStack Partners

David Blatt is CEO of CapStack Partners, a real estate investment bank and investment advisor.  Prior to CapStack, he ran a special situations fund for over ten years that acquired and repositioned distressed real estate assets. Since 2001, David has been involved in the negotiating and structuring of countless transactions and brings an expert level understanding to successfully capitalizing and closing a deal.

 

Robert Grenda, Senior Vice President, CMBS Analytics, Morningstar Credit Ratings, LLC

Robert Grenda is senior vice president of commercial mortgage-backed securities (CMBS) ratings analytics for Morningstar Credit Ratings, LLC. He is responsible for the development, implementation, and maintenance of the CMBS ratings criteria, models, and reports, as well as management of the CMBS new-issue analytical team and ratings process. Before joining Morningstar Credit Ratings, Grenda was an analyst and team leader for Realpoint, LLC.

Grenda has 17 years of experience in the CMBS industry, including five years as a deal lead analyst in the surveillance group, four years as an analyst and head of private client services, and five years as an analytical manager in the new-issue group. He has extensive experience with re-underwriting and valuing all commercial real estate property types including retail, office, multifamily, industrial, hotel, self-storage, manufactured housing, and other mixed-use collateral.  Grenda holds a bachelor’s degree in government from Colby College and a master’s degree in biological anthropology from Northern Illinois University.

 

Agenda:

8:30am     Registration & networking breakfast
9:10am     Introduction from Real Estate Finance & Investment
9:15am     Panel discussion: Finding your Opportunity Zone
10:00am  Questions
10:15am  Close

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