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The Crowne Plaza
Times Square Manhattan

1605 Broadway at 49th Street
New York, NY 10019
Tel: 1-888-233-9527

Track: Commercial

Friday, June 21, 2013

10:00 a.m. -
Buyer/Investor Panel Perspective
Moderator: Reeves Ambrecht, Managing Director, THE DEBT EXCHANGE, INC.
R. Patterson (Pat) Jackson, Chief Executive Officer and Founder, SABAL FINANCIAL GROUP
Josh Ufberg, Managing Director, ATALAYA CAPITAL MANAGEMENT
Jay Rollins, Managing Principal, JCR CAPITAL

This session will cover:

  • Pricing and Yield Trends
  • Source of Product Flow
  • What type of product each investor is looking for
  • How buyers view mixed asset class portfolios
  • Minimum efficient scale for portfolios
  • Process and timeline considerations for best execution
  • Due Diligence Considerations
  • Financing Alternatives

11:00 a.m. -
Small-Balance Commercial Loans: 2013's Best Secondary-Market Opportunity
Lou DiPalma, Managing Partner, GARNET CAPITAL ADVISORS LLC
Mike Waltz, SVP, Special Loan Group, ASSOCIATED BANK
Additional Panelists To Be Announced

Commercial loans under $500,000, traditionally overlooked in the market as being too costly and difficult for both buyers and sellers, have emerged as the hottest new opportunity in the secondary sale market this year. In this session, an experienced seller and loan-sale advisor provide a road map as to where the value is in this asset class, why it's suddenly become so popular, and how to get a sale done efficiently and reliably.

11:45 a.m. -
Know Your CMBS Exit Strategy
Jack Mullen, Founder, Managing Director, SUMMER STREET ADVISORS, LLC

The CMBS market is on the rise with high levels of issuance and strong investor demand. For sophisticated investors, however, CMBS is not a simple commodity play. The key to beating the market on CMBS investment yields is understanding all the aspects of what you're buying--the state of the underlying assets, prospects for the geographic markets and property types represented in loan pools, and the ways that loans and pools are structured. Above all, investors should have an exit strategy in mind, and contingency plans in case of unforeseen events, before taking a CMBS position. Your exit strategy should serve as a guide in choosing the best CMBS product at the outset.