*******Welcome to the 12th Annual Fall Real Estate Conference Home Page*******

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Meet Your 2018 Keynote Speaker

Hugh Kelly, PhD, CRE

Special Advisor, Fordham University Real Estate Institute, 

Principal, Hugh F. Kelly Real Estate Economics

     Hugh is a member of the Counselors of Real Estate (and was its Chairman in 2014). Hugh has published more than 300 articles in industry and academic journals. He has been the principal writer of the ULI/PwC publication, Emerging Trends in Real Estate for the past four years (annual editions for 2015 – 2018) . His book,. “24-hour Cities: Performance Beyond Promises” (Routledge, 2016)  received the Bruss “Gold Award” from the National Association of Real Estate Editors in 2017.

Read Full Biography

What Makes A 24-Hour City? James Nelson speaks with Fordham’s Hugh Kelly on what the term means, and what 9-5 cities have to reach this premier status.

 

2018 Session Information is here!

Take a Look at This Year’s Sessions.

You will choose one each from Early AM, Late AM, Early PM and Late PM (4 total).

 

Early Morning Sessions | A, B, C, D | 9:00 AM – 10:30 AM

A. Retail: A Survival of the Fittest

Susie Detmer, Senior Vice President of Retail Brokerage, CBRE, Inc.

Josh Parnell, Vice President/Principal, First Western Properties

Rick Parks, Principal/Designated Broker, TRF Pacific LLC

David Gellner, Partner, Capital Pacific LLC

Session Summary – The retail market is often viewed with a “doom and gloom” attitude, especially in headlines which report shrinking store sizes, store closures, bankruptcies, and overall retail market share eaten away by online competition. However, the retail industry continues to evolve and shift, and what is consistently reported in headlines may not be the sentiments from an inside-out perspective. Hear from local market experts that provide a unique look at where the future of retail is heading and why, as well as a discussion on current investment, development, and rental trends in the Puget Sound market area.

B. Residential Builder/Developer Pressures and Opportunities

Todd Bennett, President, BDR Capital Partners LLC

Sam Lai, Co-founder, Green Canopy Homes

Vincent Healy, SRA, Owner, Clearpoint Appraisal

Session Summary – How do builders and developers decide on new sites? How do they figure out the best design for that site and market? What is the process of moving from site purchase, planning, construction, and closing of finished product? Along that course, what are the pressures and opportunities in general, and what are the ones at this point in the economic cycle? What do builder/developers wish appraisers knew but might not?

C. Legal & Appraisal Issues Involving Seattle’s Waterfront Redevelopment Project

Anthony Gibbons, MAI, CRE, Principal, RE-SOLVE

Norm Bruns, Attorney/Principal, Garvey Schubert Barer

Session Summary – The next phase for Seattle’s downtown waterfront, after the new tunnel replaces the viaduct, will be the creation of 20 acres of parks and public spaces connecting the waterfront to downtown Seattle. The City proposes to pay for up to $200 million of the cost through a one-time special assessment against properties whose values are supposed to increase due to the project. Those properties will be in a new local improvement district (LID), which covers a surprisingly large area. This session will discuss several legal and appraisal issues related to this and other LID funding mechanisms.

D. The Urban Built Environment – Is Seattle a Global City?

Peter M. Smith, FRICS, Executive Director, National Property Tax at Ernst & Young, LLP

Hugh F. Kelly, PhD, CRE, Director of Graduate Program, Fordham University Real Estate Institute

Mari Sorenson, MAI (Moderator)Principal, McKee Appraisal

Kenneth A. Barnes, MAI, CRE, Principal, McKee Appraisal

Lori Mason Curran, MAI, CRE, Real Estate Investment Strategy Director, Vulcan, Inc.

Session Summary – The look of cities around the globe is changing. How we work, live, transport, and recreate is changing. How does Seattle compare to other US cities and global cities? This session will explore Seattle from a global context, including how it looks today and how we see this changing as we move into the future.

Late Morning Sessions | E, F, G, H | 10:45 AM – 12:15 PM

E. Industrial: Reaching Equilibrium

Jeff Forsberg, CCIM, Principal, NAI Puget Sound Properties

Bart Brynestad, Partner, Panattoni Development

Jim Kidder, SIOR, Senior Vice President, Kidder Mathews

Tom Wilson, Director, Cushman & Wakefield Commerce

Session Summary – The Puget Sound industrial market explored through the perspective of active market participants.  Learn about specific industrial markets and how the ever-changing Seattle landscape affects the overall industrial market. Panelists will discuss current and anticipated market trends including rental rates, absorption, new construction, pipeline inventory, capitalization rates, and overall investment parameters.  Find out about supply and demand for speculative developments as a barometer for the long-term health of the industrial market.

F – Puget Sound’s Changing Landscape and the Effects on the Housing Market

Todd Britsch, Pacific Northwest Regional Director, Metrostudy

Session Summary – Five years into this record breaking cycle, what changes are on the horizon for the Pacific NW as the multifamily market braces for peaking new construction in the face of slowing employment and moderating rent growth?  What are the investment trends across asset classes from institutional to small unit properties?  The suburbs joined the cycle late, but is making up for lost time.  How is the land market being affected as developers look past peak deliveries in 2019/2020?  How has the market adjusted under the new Mandatory Housing Affordability zoning requirements in Seattle?  As condominium development has gained some momentum, have liability and lending issues changed to allow this necessary addition to the market?  This session will explore these topics and more from experts active in these fields and asset classes.

G. MHA – How Did We Get Here and What Is It?

Prithy Korathu, Community Development Specialist, City of Seattle, Office of Housing

Stephanie Velasco, Community Development Specialist, City of Seattle, Office of Housing

Samantha Updegrave, Supervisor, Land Use Planner, City of Seattle, Department of Construction and Inspections

Laura Hewitt Walker, Strategic Advisor for Housing Policy, City of Seattle, Office of Housing

Megan Neuman, Supervisor, Land Use Planner, City of Seattle, Department of Construction and Inspections

Session Summary – Mandatory Housing Affordability (MHA) is a new program that provides additional development capacity in exchange for contributions to affordable housing. Come learn about the program from experts from Seattle’s Department of Construction and Inspections and the Office of Housing, and understand how it involves Incentive Zoning, and how the new requirements work with developments in Seattle.

H. News from the Top! A Perspective from Our Top National Appraisal Firms

Scott Biethan, MAI, CRE, FRICS, (Moderator) Principal, McKee Appraisal & Real Estate Consulting

John Busi, MAI, CRE, FRICS, President, NKF Valuation and Advisory

Eric Lewis, MAI, CRE, FRICS, President, Valuation & Advisory Services, Cushman and Wakefield

Chris Roach, MAI, ASA, CCIM, Chief Executive Officer, BBG

Reid Erickson, MAI, Executive Managing Director, Colliers International

Whitney Haucke, MAI, CPA, MRICS, Managing Director, CBRE Valuation & Advisory Services

Session Summary – We are gathering many of the nation’s top appraisal practice leaders.  From long established appraisal companies, to newly emerging companies.  How is the appraisal market the same, and how has it changed?  What is hot, and where is the industry headed.  What are trends in the appraisal practice.  What will the business look like in 5, 10 and 15 years?

Early Afternoon Sessions | I, J, K, L | 1:45 PM – 3:15 PM

I. Office: The Market Keeps Marching On

Thomas Pehl , Senior Vice PresidentInstitutional Properties, CBRE

Matthew Gardner, Chief Economist, Windermere Real Estate

Wende L. Sauvage-Miller, Senior Leasing Director, Talon Private Capital

David Stinebaugh, Senior Vice President – Capital Markets, Debt & Structured Finance, CBRE

Session Summary – The Puget Sound Office market overview-Investment, leasing, debt and equity and economic fundamentals. The office market continues to show strength as a major gateway market. Hear from market experts regarding current market trends and growth and what we can expect going forward.

J. Do You Know Your Data?

Jared L Preisler SRA, AI-RRS, Chief Appraiser/Director of Product Development, DataMaster USA

Session Summary – You have access to more data now than ever before. Where is your data coming from? What should it be used for? What should it not be used for?  This session will explore the different types and sources of data used in the appraisal process. Review the appraisers USPAP responsibility to data and some of the automated tools identified in Advisor Opinion 37. Introduce DataMaster’s newest and cutting edge, importing and analytic tool, that saves the residential appraiser about 60 minutes per report, while keeping the appraiser in control and compliant. Learn why the right data at the right time support the right decisions and value opinions.

K. Objectionable Title Exceptions: Overview of Title Issues, Potential Pitfalls, and Red Flags and their Effect on Property

Rosemary Boelens, Attorney, Phillips Burgess PLLC

Michael Kelly, Attorney, Phillips Burgess PLLC

Session Summary – This session will walk participants through a discussion of typical encumbrances on title, and how each will affect property including, platted but unopened rights of way, gaps in legal descriptions, encroachments and what it takes to resolve them, landlocked parcels, unique property rights, such as grazing rights or mineral rights, and ground leases. In this session, we will cover basic legal principles behind encumbrances, with case studies showing how properties were affected and what it took to resolve the issues.

L. Is Stigma Damage Still Alive In Washington?

Kinnon W. Williams, Attorney/Shareholder, Inslee Best Doezie & Ryder PS

Session Summary – This presentation will look at the legal basis for claiming stigma damage, various elements of stigma damage and if there is a legal basis for claiming stigma damage in the State of Washington.

Late Afternoon Sessions | M, N, O | 3:30 PM – 5:00 PM

M. Multifamily: At a Tipping Point?

Pete Shelton, Executive Director, Cushman & Wakefield

Joe Levin, Senior Vice President, Colliers International

Cathy Jeney, Partner, Paragon Real Estate Advisors

Sam Wayne, Vice President, Colliers International

Jackie Hizzey, Senior Vice President & Chief Financial Officer, Main Street Property Group

Session Summary – Five years into this record breaking cycle, what changes are on the horizon for the Pacific NW as the multifamily market braces for peaking new construction in the face of slowing employment and moderating rent growth?  What are the investment trends across asset classes from institutional to small unit properties?  The suburbs joined the cycle late, but is making up for lost time.  How is the land market being affected as developers look past peak deliveries in 2019/2020?  How has the market adjusted under the new Mandatory Housing Affordability zoning requirements in Seattle?  As condominium development has gained some momentum, have liability and lending issues changed to allow this necessary addition to the market?  This session will explore these topics and more from experts active in these fields and asset classes.

N. Single Family Appraisal Quality – Reviewer Insight – How To Appraise Reports?

Becci Curry, MAI, Vice President, Chief Appraiser, Columbia Bank

Lynn-Marie Palmer, AVP – SF Collateral Risk Area Manager, Homestreet Bank

Allan Waller, AVP, Senior Residential Review Appraiser, Heritage Bank

Session Summary – What are Reviewers seeing? How can we as Residential Appraisers improve our reports? What is the impact of Collateral Underwriter and how can my reports improve? Some lenders lend in-house and do not submit reports to Fannie Mae. For different types of lenders, what are they looking for?  We have three highly distinguished presenters with years of experience in the industry. Get a behind the scenes look at what the residential climate is currently like.

O. Stories from the Trenches: What an Appraiser Should Know About Special Benefits and Private Covenants

Jackee Walker, Attorney, Miller Nash Graham & Dunn LLP

Connor O’Brien, Attorney, Miller Nash Graham & Dunn LLP

Ken A. Barnes, MAI, CRE, Principal, McKee Appraisal

Session Summary – Join us for a panel discussion with condemnation attorneys and expert appraisers regarding outcomes and lessons learned from recent special benefits trial; and appraisal assignment for private covenants and $0 valuation. Ask questions and gain tips to guide you through the valuation process.

Kenneth A. Barnes, MAI, CRE, Principal, McKee Appraisal
Mr. Barnes received the MAI (Member Appraisal Institute) designation in 1989.  He also holds the CRE designation awarded by the Counselors of Real Estate.  He specializes in analyzing and valuing larger properties and projects, and complex situations.  He manages project appraisal work for private owners,  government agencies, and institutional portfolio properties.  Mr. Barnes has authored a number of articles in the Appraisal Journal and other real estate publications, and has been a guest speaker or panelist for real estate organizations including NAIOP, IREM and the Appraisal Institute. Mr. Barnes acted as the contract chief appraiser for the Seattle Popular Monorail Authority for the acquisition of their station sites and the initial analysis and budgeting for air rights or construction easements on over 150 properties.  Mr. Barnes also performed an extensive study of the special benefits created by mass transit.  Mr. Barnes graduated from the University of Missouri – Columbia with a BS in Biochemistry in 1982.  In 1988 Mr. Barnes received an MBA with a Finance concentration from the University of Chicago. 
Todd Bennett, President, BDR Capital Partners LLC
Todd Bennett is the Founder & Chairman of BDR, a diversified real estate development company specializing in innovative housing communities throughout the Puget Sound region since 1982. Mr. Bennett’s CPA background and MBA helps him manage the formation of independent LLC’s to acquire real estate investment projects. Value is added to each project through a combination of development improvements and management efficiencies.
Rosemary Boelens, Attorney, Phillips Burgess PLLC
Rosemary “Rosie” Boelens, graduated magna cum laude from Seattle University School of Law in 2013. Rosie has focused her practice in transactional real estate law, business entity formation and governance, and contract law. Rosie has closed more than $30 million dollars worth of purchase and sale transactions in the past two years. She has experience with negotiating and drafting many types of agreements, including real estate purchase and sale agreements, leases, easements, licenses, special use agreements, and asset purchase and sale agreements. She also has experience with quiet title actions and contract disputes.
Todd Britsch, Pacific Northwest Regional Director, Metrostudy
In 2005 Todd became President and a principal owner of New Home Trends and has spent the last 16 years designing reporting services and consulting for builders developers and lending institutions. Since 2002 Todd has been a frequent speaker on new construction housing trends, supply and demand and product placement. In September 2014 New Home Trends was acquired by Metrostudy the Nations leader in housing data. Todd has stayed on in a leadership role as the regional director for the Pacific Northwest.
Norm Bruns, Attorney/Principal, Garvey Schubert Barer
Norm Bruns concentrates his practice on state and local taxation with particular emphasis on valuation disputes and other property tax matters in Washington, Oregon and Idaho. His property tax experience includes a wide variety of commercial, industrial and utility properties in cases posing the full range of procedural and substantive issues. Norm also has extensive experience with other state and local taxes, such as income tax, sales/use tax, B&O tax, real estate transfer tax and other excise taxes and fees.
Bart Brynestad, Partner, Panattoni Development
Bart Brynestad has more than 30 years of experience in development, construction and leasing of industrial, office and retail projects. As partner in Seattle, Bart is responsible for overseeing all aspects of the development process. With Bart’s leadership, Panattoni has quickly become one of the busiest developers in the Pacific Northwest. Bart is a member and past president of NAIOP and has won number industrial developer of year awards.   Bart has a degree from the University of Washington in Building Construction.
John Busi, MAI, CRE, FRICS, President, NKF Valuation and Advisory
John Busi, MAI, FRICS, joined Newmark Knight Frank in 2016 as president of NKF’s Valuation & Advisory Group. One of the most respected figures in property valuation globally, Mr. Busi is leading NKF’s effort to grow its due diligence, valuation and advisory practice both through acquisitions and recruiting top talent. Working alongside some of the most talented capital markets professionals in the industry, Mr. Busi will drive the development of an innovative approach to valuation that leverages technology and real-time analytics, with a focus on aligning next-generation technologies with best-in-class valuation and due diligence professionals. Mr. Busi joined Newmark Knight Frank after 35 years at Cushman & Wakefield, where he held a number of leadership positions within its valuation and advisory practice. Most recently, as president and global lead of C&W’s valuation and advisory division, Mr. Busi oversaw more than 600 valuation professionals operating in 71 offices in the Americas. He focused on increasing the global reach of C&W’s valuation business and increasing the functionality of its platform. Mr. Busi was also a member of Cushman & Wakefield’s global operating committee. Over the course of his career, Mr. Busi has distinguished himself as one of the foremost innovators in the valuation business. Under his leadership, C&W expanded its valuation platform by adding a property tax division and a due diligence division, and increased its sophistication by adding 20 new specialty practice groups. He also launched a state-of-the-art technology initiative and built an industry-leading quality control platform. Mr. Busi’s appraisal and consulting assignments have included Class A office building and regional malls; cooperative, condominium and rental apartment buildings; feasibility and market studies; development sites and assemblages; special use industrial properties; transferable air rights; and investment properties throughout the United States.
Becci Curry, MAI, Vice President, Chief Appraiser, Columbia Bank
Becci Curry is the Chief Appraiser at Columbia Bank managing the procurement of both commercial and residential appraisals throughout Washington, Oregon and Idaho.  Prior to joining Columbia Bank in 2015 she worked as a commercial appraiser at CBRE mostly specializing in office and multifamily properties. In Becci’s spare time she enjoys cooking, running and spending time with her family.
Susie Detmer, Senior Vice President of Retail Brokerage, CBRE, Inc.
As Senior Vice President of retail brokerage, Susie Detmer brings more than 30 years of retail experience to her clients. Having served in executive positions with national and regional retailers, Susie has first-hand knowledge of the way retail tenants approach the market. Her retailing background includes the management of real estate leasing and sales, site acquisition and disposition, operations, financial and strategic planning, merchandising, marketing and advertising.
Reid Erickson, MAI, Executive Managing Director, Colliers International
Mr. Erickson is the Executive Managing Director of Colliers Valuation & Advisory Services (CIVAS) for the Pacific Northwest (Oregon, Idaho, Washington and Alaska). He has been with CIVAS (formerly Palmer Groth & Pietka, and PGP Valuation) for 26 years. CIVAS has 50 offices across the US.
Jeff Forsberg, CCIM, Principal, NAI Puget Sound Properties
Jeff is a Principal of NAI Puget Sound Properties, co-leader for the Southend Industrial Group, and is a member of NAI Global’s National Logistics Practice Group. Jeff’s has 22 years of experience representing both tenants and landlords.  Jeff has bachelors in business administration from the University of Washington and a JD from Willamette University College of Law. 
Matthew Gardner, Chief Economist, Windermere Real Estate
As Chief Economist for Windermere Real Estate, Matthew Gardner is responsible for analyzing and interpreting economic data and its impact on the real estate market on both a local and national level. Matthew has over 28 years of professional experience both in the U.S. and U.K. In addition to his day-to-day responsibilities, Matthew also chairs the Board of Trustees at the Washington Center for Real Estate Research at the University of Washington; sits on the Urban Land Institutes Technical Assistance Panel; and is an Advisory Board Member for the Runstad Center for Real Estate Studies at the University of Washington where he also lectures in real estate forecasting. Matthew received his undergraduate degree in economics from Oxford University and holds a master’s degree in economics from the London School of Economics.
David Gellner, Partner, Capital Pacific LLC
David Gellner is a partner at Capital Pacific, LLC, a leading investment sales firm focusing on retail properties nationwide. David has been involved in retail investment sales primarily in the Northwest for over five years and has sold nearly $200 Million in real estate over this time period. He completes an average of 20 investment sales transactions per year and is currently involved in the sale of 19 properties totaling over $70 Million.
Whitney Haucke, MAI, CPA, MRICS, Managing Director, CBRE Valuation & Advisory Services
Ms. Haucke is the Managing Director of CBRE, managing the consulting and appraisal activities in the Pacific Northwest (Oregon, Idaho, Washington and Alaska). She has been involved with real estate counseling and appraisal for nearly 20 years and works with a wide variety of clients on diverse issues dealing with real estate.

Laura Hewitt Walker, Strategic Advisor for Housing Policy, City of Seattle, Office of Housing

Ms. Hewitt Walker is an experienced strategic advisor with affordable housing and land use policy and program focus. She has over 20 years and counting with City of Seattle’s Office of Housing and is skilled in Comprehensive Planning, Report Writing, Data Analysis, Program Development, and Affordable Housing Policy. She has a Masters in Urban Planning focused in Urban Design & Planning from University of Washington.

Jackie Hizzey, Senior Vice President & Chief Financial Officer, Main Street Property Group
Jackie brings more than 15 years of experience in finance and management in real estate to her role as Senior Vice President and Chief Financial Officer. She is responsible for overseeing MainStreet’s finances, accounting, reporting, operations, corporate policies, human resources, and risk management. Jackie also manages the company’s lending and investor relationships.  Jackie was MainStreet’s first employee! Prior to MainStreet, Jackie served as Controller for the West Coast homebuilder, Geonerco Management LLC, where she was in charge of all financial reporting, internal audit and accounting functions for three decentralized homebuilding offices. Jackie is a Washington State licensed CPA with a bachelor’s degree in accounting from Gonzaga University. She is an active member of CFMA, ULI and CREW. Jackie is dedicated to working out, taking long walks or bike rides around her neighborhood trails, running and skiing. She and her husband, William, have a daughter, Lauren, and reside in Woodinville.
Cathy Jeney, Partner, Paragon Real Estate Advisors
Cathy Jeney has remained a consistent, top producing commercial broker for over 15 years, representing clients in the acquisition and disposition of their commercial real estate. Cathy has closed 2,984 units in 202 separate transactions, totaling $283 million in sales.
Hugh F. Kelly, PhD, RE,

Director of Graduate Program, Fordham University Real Estate Institute

Hugh Kelly, PhD, CRE, is the author of the book, 24-Hour Cities | Real Investment Performance, Not Just Promises. Hugh and has been a member of the Counselors of Real Estate since 1989. Formerly Chief Economist at Landauer Associates, he presently serves clients as the Principal of Hugh Kelly Real Estate Economics. Hugh is Special Advisor to Fordham University’s Real Estate Institute, and is the Director of its MSRE graduate program. In 2014, he served as the Counselors’ Chair of the Board of Directors.
Michael Kelly, Attorney, Phillips Burgess PLLC
A first-generation college graduate who served in the military for seven years prior to pursuing his undergraduate degree, Mike Kelly has come to the law in nontraditional fashion. Doubtless his background has contributed significantly to Mike’s polished interpersonal skills and the maturity with which he embraces his new career. A distinguished U.S. Army veteran who served two tours of duty in the Middle East, Mike is among the firm’s newest associates. He brings to Phillips Burgess experience as a Rule 9 legal intern for Ledger Square Law, Tacoma, law clerk to the general counsel of Associated Industries, Spokane, and business law clinic intern at his alma mater, Gonzaga University School of Law. In the community, this Tacoma resident has been a volunteer for Northwest Harvest and the state Department of Ecology. He works primarily out of the firm’s Olympia office.
Jim Kidder, SIOR, Senior Vice President, Kidder Mathews
Jim Kidder began his career with Kidder Mathews in 1986. His expertise lies in industrial sales and leasing, primarily in the South Seattle market. Jim’s success is attributed to his 30 years of experience in the same specialization.   Jim is a partner at Kidder Mathews and has served on the firm’s Board of Directors.  He is a member of SIOR and NAIOP.
Prithy Korathu, Community Development Specialist, City of Seattle, Office of Housing
Ms. Korathu is currently a community development specialist with the City of Seattle’s Office of Housing and is the lead for the Incentive Zoning program. She is also a State Certified General Real Estate Appraiser and has worked with well-known appraisal firms in the Puget Sound providing appraisals, market studies and feasibility analyses for market rate and affordable developments.
Joe Levin, Senior Vice President, Colliers International
Joe Levin specializes in the sale of multifamily investment properties in the Puget Sound Area. As a top apartment broker in Seattle, he represents owners, investors, and developers on multifamily acquisition and disposition. With over twenty-five years of sales and management experience, Joe excels in maximizing value and delivering comprehensive brokerage and investment services.
Sam Lai, Co-founder, Green Canopy Homes
Sam has been overseeing the acquisition, re-design, and sales of Green Canopy Homes from the 1st project. Sam graduated from the University of Washington in the Arts and International Communications and has been a real estate appraiser and developer for over a dozen years.  He currently serves on the board of New Horizon’s Ministries, a non-profit in Belltown area of Seattle which connects with and provides services for homeless youth on their journey toward healing. Sam holds a Sustainability MBA from Presidio Graduate School. Resource efficiency is a primary design criteria at Green Canopy.
Eric Lewis, MAI, CRE, FRICS, President, Valuation & Advisory Services, Cushman and Wakefield
Eric B. Lewis is the President, Valuation & Advisory Americas. In this role, Eric is responsible for the overall operations of the Americas V&A group, which spans 600 professionals across 6 core services, 17 practice groups, and 70 offices. He drives the primary business objectives and activities for V&A in the Americas, including our aggressive growth and technology initiatives. In 2017, the group appraised more than 50,640 properties valued at over $1.29 trillion USD.

Lori Mason Curran, MAI, CRE, Real Estate Investment Strategy Director, Vulcan, Inc.
With more than 25 years of commercial real estate experience, Lori Mason Curran leads the formulation of investment strategy for Vulcan’s real estate portfolio. She has an extensive background in the valuation of commercial real estate, and her ongoing market research is used to inform acquisition, disposition and overall investment decisions.

Previous experience: Prior to joining Vulcan in 2002, Lori worked as a commercial real estate appraiser. She received her MAI designation in 1998 and is a member of the Counselors of Real Estate, as well as a LEED AP (accredited professional). She is a past member of the Board of Trustees for the Washington Center for Real Estate Research at Washington State University’s College of Business and Economics.

Education: BA from Vassar College, MA from New York University

Megan Neuman, Supervisor, Land Use Planner, City of Seattle, Department of Construction and Inspections
Ms. Neuman is a professional municipal planner dedicated to and passionate about engaging community members in discussions and decisions to achieve well-rounded design. She has been a land use planner since 2006 in Washington and Illinois. Ms. Neuman is currently a supervisor, land use planner with the City of Seattle and has a Masters in Urban Planning and Policy from the University of Illinois at Chicago.  
Connor O’Brien, Attorney, Miller Nash Graham & Dunn LLP
Connor M. O’Brien is an attorney on Miller Nash Graham & Dunn’s litigation team. He focuses his practice on commercial litigation, representing business and government entities in a variety of matters. As part of his condemnation practice, Connor advises and represents municipal agencies and property owners regarding eminent domain law. Before joining Miller Nash Graham & Dunn, Connor served as a Judge Advocate in the United States Marine Corps. In the Marines, Connor was a trial attorney in over 80 criminal cases, litigating multiple jury and bench trials as prosecutor and defense counsel. Connor served for one year in Afghanistan as the senior defense counsel, where he successfully tried the first General Court-Martial conducted by the Marine Corps in Afghanistan.
Rick Parks, Principal/Designated Broker, TRF Pacific LLC
Rick Parks is the designated broker for TRF Pacific, LLC and past ICSC Alaska / Washington State Director. He enjoys speaking about retail development, sharing business experiences and exchanging ideas about underwriting new business, negotiating leases and prospecting for new tenants. TRF Pacific, LLC has developed 57 projects around the Northwest, primarily with grocery anchor tenants and structures about 60 lease transactions annually. The TRF team backfills vacancy, launches new retail developments and work collaboratively with all stakeholders to ensure that their tenants, landowners, investors and vendors have the right information and strategies for making business decisions that drive asset value and long-term wealth.
Josh Parnell, Vice President/Principal, First Western Properties
Josh Parnell joined First Western in 2007 and became a Principal Owner and Vice President in 2014. Josh’s expertise is in regional and neighborhood retail shopping centers for both landlords and tenants throughout the Northwest. In 2017, he became licensed in Oregon and is the Principal Broker for the Portland office. At First Western, Josh has prided himself in being relationally driven with a long-term focus on his client’s goals.
Lynn-Marie Palmer, AVP – SF Collateral Risk Area Manager, Homestreet Bank
I am a specialist in risk management. This means the focust is less on perfection of the appraisal document and more on using the appraisal as well as many other data points to make a decision on the risk of using the  value conclusion as a basis for a lending decision. One of the tools in the conforming markets is the Fannie Mae CU model. As a use of the CU tool, I have become familiar with the appropriate use of the tool, its benefits and its shortcomings.
Thomas Pehl , Senior Vice PresidentInstitutional Properties, CBRE
Tom Pehl is a Senior Vice President with CBRE, providing strategic advisory and transaction services to institutional real estate owners and investors, and corporate occupiers of commercial real estate. As a senior member of CBRE’s capital markets and brokerage services platform, Mr. Pehl also leads the delivery of advisory and transaction management services to public and private sector healthcare and non-profit organizations. Since 2010, Mr. Pehlhas been involved with the successful execution of numerous high profile and complex transactions with total consideration exceeding $8.0 billion.
Jared L Preisler SRA, AI-RRS, Chief Appraiser/Director of Product Development, DataMaster USA
Jared joined the DataMaster team in 2016 as their Chief Appraiser and Director of Product Development. Jared maintains a pulse on the industry by teaching, continuing as an independent fee appraiser and training new appraisers.  He is an AQB certified USPAP instructor, certified Appraisal Institute instructor.  He serves on the AI Utah Chapter board as secretary. He is Vice President of the Utah Association of Appraisers (UAA).
Chris Roach, MAI, ASA, CCIM, Chief Executive Officer, BBG
Chris Roach currently serves as Chief Executive Officer of BBG. His broad knowledge in the appraisal of multi-family, office, retail and industrial property types provide a solid foundation in understanding commercial real estate. With his diverse client base background, Roach is an essential asset to BBG. Roach began with Butler Burgher, Inc. in 2002 as a senior associate. His next role was serving as a Vice President and National Client Manager for LandAmerica Valuation Corporation. He currently holds the MAI designation from the Appraisal Institute along with the ASA and CCIM. Today BBG has over 25 offices, nearly 300 employees and ranks in the top five national real estate valuation firms.
Wende L. Sauvage-Miller, Senior Leasing Director, Talon Private Capital
Wende Miller is the Senior Leasing Director for Talon Private Capital (TPC).  During her time at TPC, Wende has overseen leasing transactions for TPC’s portfolio, including partner properties.  She has completed over 3.5 million square feet of new, pre-leased, and renewal leases in a portfolio consisting of over 6.5 million square feet. Wende has spent the majority of her 22 year real estate career as a broker specializing is significant transactions for owners, major law firms, corporations, financial institutions and professional and technical firms in the Puget Sound Region.  A significant portion of Wende’s brokerage tenure was at Cushman & Wakefield and Colliers International where her team completed transactions totaling over 4 million square feet over her 12 years with the two firms.  Her unique understanding and knowledge of the Puget Sound Market allows her to ensure advantageous economic terms while exceeding her client’s goals for the foreseeable future.
Pete Shelton, Executive Director, Cushman & Wakefield
Pete Shelton is a multifamily broker in the Bellevue, Washington office of Cushman & Wakefield and works with institutions, high net worth individuals and private capital groups specializing in the purchase and sale of multi-family investment properties and urban development sites.
Peter M. Smith, FRICS, Executive Director, National Property Tax at Ernst & Young, LLP
Information to come.
David Stinebaugh, Senior Vice President – Capital Markets, Debt & Structured Finance, CBRE
David is a graduate of the University of Oregon with a B.A. in Finance in 1980. After graduation he joined the Seattle Office of the Equitable Life Assurance Society. After one year he went to work for a subsidiary of Rainier Bank where he originated construction loans for the banks account and permanent loans for life insurance companies we represented. After nearly ten years with Rainier/Security Pacific he was one of five partners who acquired the commercial mortgage banking business from the bank to form North Coast Mortgage Company. In 1998, L. J. Melody & Company (now CBRE) acquired North Coast and today the Seattle office is one of over 30 CBRE Debt & Structured Finance offices in the country. In the past few years a partial list of lenders he has arranged loans through includes: AEGON, JP Morgan Investment Management, Allstate, CIGNA, Northwestern Mutual, Nationwide, PPM along with other capital sources. Property types he has financed during his career include office, industrial, multifamily, retail, and hotels.
Mari Sorenson (Moderator), MAI Principal, McKee Appraisal
Mari joined McKee Appraisal in 2008.  She has performed appraisals on a variety of property types including all main stream commercial segments, multifamily properties, and special purpose facilities, as well as vacant commercial and residential land.  Appraisal assignments have included new and proposed construction, assemblage value, condominium sell-off, market rent arbitration, appraisal review, appraisal consulting, and eminent domain appraisal involving full and partial acquisitions and valuation of both temporary and permanent easement rights.  She graduated Magna Cum Laude from Cornell University in Ithaca, New York with a Bachelor of Science degree in Communication.
Samantha Updegrave, Supervisor, Land Use Planner, City of Seattle, Department of Construction and Inspections
Ms. Updegrave is an Senior Land Use Planner with the City of Seattle and is also a published author. She has worked with various cities and public agencies in the Puget Sound area. After four years with the United States Air Force, Ms. Updegrave received a Bachelor of Arts in Community, Environment & Planning from the University of Washington. She also has Master of Fine Arts (MFA) in Creative Writing – Non-Fiction and Poetry from the Northwest Institute of Literary Arts.
Stephanie Velasco, Community Development Specialist, City of Seattle, Office of Housing
Ms. Velasco is a recent graduate from Master of Urban Planning program at University of Washington, with over three years of professional communications and advocacy experience at non-profit organizations, including Amnesty International (New York) and the Housing Development Consortium (Seattle). While completing a master’s degree in Urban Planning at the University of Washington (2016), Ms. Velasco interned at the Seattle Department of Transportation and currently is a Community Development Specialist with the City of Seattle, Office of Housing.
Jackee Walker, Attorney, Miller Nash Graham & Dunn LLP
Jackee is a member of Miller Nash Graham & Dunn’s Condemnation, Real Estate, and Litigation teams. Her practice focuses on complex commercial and business litigation, including eminent domain, residential and commercial real estate, product liability, class action, and contract disputes.
Allan Waller, AVP, Senior Residential Review Appraiser, Heritage Bank
My background in real estate began with home renovations which led to becoming a licensed home inspector and then on to Residential appraising in 2006. Up until 2015 I was self-employed doing fee appraising primarily for lending institutions. For the past 3 years I have been doing appraisal review exclusively for Heritage Bank.
Sam Wayne, Vice President, Colliers International
Sam Wayne is currently on Colliers Apartment Team focused on multifamily land.  Prior industry experience includes office & industrial investment sales, multifamily investment sales, investment syndication, multifamily development, construction project management, and commercial leasing. 
Kinnon W. Williams, Attorney/Shareholder, Inslee Best Doezie & Ryder PS
Regarded as one of the leading eminent domain trial attorneys in Washington State, Mr. Williams has represented both public entities and private property owners in negotiations, mediation, and bench and jury trials including successfully arguing cases before the Washington State Supreme Court. He is co-author of the 2010 Washington State Bar Association Real Property Deskbook Chapter on eminent domain, easements and the creation and use of roadways.  He has been selected by his peers as Seattle Metropolitan Magazine “Super Lawyer” for the years 2013-2018.
Tom Wilson, Director, Cushman & Wakefield Commerce
Tom Wilson joined Cushman & Wakefield/Commerce office in August 2001, after 12 years with Pacific Coast Feather Company where he directed 3 million square feet of industrial and office space. Tom has directed lease, sublease, sale, and redevelopment assignments throughout the US and Canada.  Tom has been involved with projects such as leasing the Panattoni Seaway Center, Intracorp Industrial Center, and Opus Seaway Commerce Center. Tom has a degree from Whitman College in Political Science. He is a general certified appraiser in multiple states and is actively involved in Real Estate Council (TREC). Chris was elected into the Associate Leadership Council, class of 2010-11. Roach is also an active member of the North Texas Chapter of The Appraisal Institute where he currently serves as President on the Executive Board of Director. Additionally, he is an active member of the International Council of Shopping Centers (ICSC), National Multi-Housing Council (NMHC) and Mortgage Bankers Association (MBA). Roach has also been designated as an expert witness in numerous states and has testified in multiple courts regarding real estate valuation matters.

Registration is Open!

Register Individual

Register Presenter

Register Group

Each attendee is responsible for reading the “Attendance Requirements for CE Credit” information outlined below and adhering to the listed requirements.

If you are a presenter, committee member, or a sponsor using a free registration, please email aisea@qwestoffice.net for registration promo code.

GROUP REGISTRATION

Sign up by September 28 – $225 per person
After September 28 – $250 per person

Available for 4 or more individuals registering together. Group registrations are not refundable. Substitutions allowed.

Please submit registration information online then contact the office with payment information (at this time it is not possible for you to make your payment online directly).  You may also submit registration and payment via postal mail. If your group is paying using multiple cards/checks, you MUST submit all payment info AT ONE TIME. Please do not have your group attendees contact us individually. Mail-in forms must be postmarked by September 14 to allow time for receipt and processing (mail-in registrations after that date cannot be guaranteed). After September 14, please register online.

INDIVIDUAL REGISTRATION

Sign up by September 21 – $250 per person
After September 21 – $300 per person

Register online if paying with a credit card or complimentary registration, or by postal mail if paying by check. Mail-in forms must be postmarked by September 14 to allow time for receipt and processing (mail-in registrations after that date cannot be guaranteed). After September 14 please register online.

OTHER REGISTRATIONS & DONATIONS

Government Group Registration

For government employee group rates (for 4+ government employees) please contact the chapter office.

Friend of the Conference Donation – $100

Donate online with credit card or by postal mail with check. Every visitor to our chapter website will see your name listed as a Friend of the Conference, as will every attendee at the conference itself. DOES NOT INCLUDE CONFERENCE REGISTRATION.

IMPORTANT INFORMATION

Attendance Requirements for CE Credit

To receive CE credit for this event, attendees MUST be present and sign and initial the sign-in sheets for ALL of the following:

  • 8:00AM breakfast speaker presentation
  • 1 Early AM session
  • 1 Late AM session
  • 1 Early PM session
  • 1 Late PM session

ATTENDEES WILL SIGN AND INITIAL A TOTAL OF FIVE (5) TIMES. 

If an attendee fails to sign ALL FIVE (5) sheets, we CANNOT give credit. Attendees are individually responsible for making sure they sign each sheet. Students should not be late or leave early; if they are late or leave early, they WILL NOT receive credit. Partial credit is not available.

100% attendance is required for all Appraisal Institute education programs. This follows Appraiser Qualifications Board minimum criteria requirements. A “classroom hour” is defined as 50 minutes out of each 60 minute segment. A 10-minute break per hour is allowed and a student would meet the 100% attendance requirement.

Cancellation Policy

Written cancellations received by Friday, September 28 are subject to a $45 cancellation fee. We regret that refunds cannot be made for cancellations received after that date; however, substitutions may be made up until the morning of the conference.

Group registrations are non-refundable; however, substitutions for group registrants may be made up until the morning of the conference. Contact the chapter office at (206) 622-8425 or aisea@qwestoffice.net to make a substitution.

Contact Information

E-mail to:
aisea@qwestoffice.net
Mail to:

Appraisal Institute
c/o HomeStreet Bank
8050 15 th Avenue NW
Seattle, WA 98117

Mail-in items must be postmarked no later than September 14 to allow time for receipt and processing. Registrations mailed after September 14 cannot be guaranteed.

After September 14 please register online or by contacting the chapter office directly at (206) 622-8425 or aisea@qwestoffice.net

Confirmations

All registered attendees will receive an e-mail confirmation one week prior to the conference reminding them of their session choices and the event schedule.

Full conference tuition fee includes conference handout materials, continental breakfast, lunch, refreshments, and admission to post-conference reception. 

Disclaimer

We reserve the right to substitute speakers or panelists due to circumstances beyond our control. If you have a disability and may require some accommodation, please notify us in writing at least two weeks in advance and we will arrange for reasonable accommodation.

 

Date

Friday October 5, 2018

Schedule

7:00 – 8:00 AM
Registration/Continental Breakfast

8:00 AM
Morning Keynote Speaker*
Hugh Kelly, PhD, CRE
Special Advisor, Fordham University Real Estate Institute
Principal, Hugh F. Kelly Real Estate Economics

9:00 AM – 12:15 PM
Morning Sessions*

12:15 PM
Luncheon Keynote Speaker
Simon Stevenson, PhD
John and Rosalind Jacobi Family Professor of Real Estate, University of Washington

1:45 – 5:00 PM
Afternoon Sessions*

5:00 – 6:30 PM
Post Conference Networking Reception

*Attendance and sign-in at these sessions is required in order to receive CE credit.

Location

Washington State Convention & Trade Center
Sixth Floor
800 Convention Place
Seattle, WA 98101-2350

Click here for parking directions & information
Click here for floor plan of the 6th floor

Other Important Information

Attendance Requirements

To receive CE credit for this event, attendees MUST be present and sign and initial the sign-in sheets for ALL of the following:

  • 8:00AM breakfast speaker presentation
  • 1 Early AM session
  • 1 Late AM session
  • 1 Early PM session
  • 1 Late PM session

ATTENDEES WILL SIGN AND INITIAL A TOTAL OF FIVE (5) TIMES. 

If an attendee fails to sign ALL FIVE (5) sheets, we CANNOT give credit. Attendees are individually responsible for making sure they sign each sheet. Students should not be late or leave early; if they are late or leave early, they WILL NOT receive credit. Partial credit is not available.

100% attendance is required for all Appraisal Institute education programs.  This follows Appraiser Qualifications Board minimum criteria requirements. A “classroom hour” is defined as 50 minutes out of each 60 minute segment. A 10-minute break per hour is allowed and a student would meet the 100% attendance requirement.

Continuing Education Credit

Appraisal Institute – 35 points – APPROVED
Washington – 7 hours CE  – APPROVED, AP4026
Idaho – 7 hours CE – APPROVED
Oregon – 7 hours CE – APPROVED, AISC-C-0718-1844
Alaska – 7 hours CE – APPROVED, 16782

As a reminder, partial credit is not available. Please see Attendance requirements above.

Certificate Policy

The Seattle Chapter aims to distribute attendance certificates for chapter-developed events such as this within approximately one week of the end of class. As a reminder, partial credit is not available. Please see Attendance requirements above.

If you need your certificate expedited, you must let the chapter office know prior to the start of the conference so that arrangements can be made.

WA Bar Association CLE Credit

Attendees may seek individual credit from the WA State Bar Association.

Session Presentations

Subject to presenter approval, session PowerPoint presentations will be made available online following the Fall Real Estate Conference. Not all sessions may be made available.

Welcome, Friends!

In 2007 the Seattle Chapter sponsored the first Fall Real Estate Conference. Fast forward to 2018, it is hard to believe that on October 5, we will be having the TWELFTH annual Fall Conference. It has become the Chapter’s mainstay event in the region for networking and real estate information/knowledge. It also helps support our commitment to offering the best real estate appraisal education available.

But, we need your help! By becoming a Friend of the Conference through a contribution of $100 or more, you will gain recognition as a supporter of our biggest event of the year. Your name will be visible on the chapter website and you will also be recognized at the Conference itself.

Thank you for your support. Any questions, contact the chapter office. Hope to see you at this year’s conference!

2018 Sponsorship Opportunities

The 12th Annual Fall Conference will be packed with the most current information on real estate issues facing appraisers, attorneys, and real estate brokers. Your company can gain exposure and recognition by participating as a sponsor at this year’s event.

Sponsorship’s available and corresponding benefits are:

Platinum Sponsor $3,000

  • Company identified as Platinum Sponsor – Fall Conference 18 on all Seattle Chapter email notifications, HTML, and website listings
  • Four complimentary registrations for your Company representatives at the Fall Conference
  • Web link from your logo on the Conference page and on Seattle Chapter’s homepage through December 31, 2018
  • Ad in the Seattle Chapter’s “Newsreal” publication for an entire year
  • One table top display at the 2018 Fall Conference
  • Member discount rates for two Company representatives at all Seattle Chapter functions and educational offerings for a year
  • Fall Conference nametag ribbons at all 2018 Chapter meetings

Gold Sponsor $2,000

  • Company identified as Gold Sponsor – Fall Conference 18 on all Seattle Chapter, email notifications, HTML, and website listings
  • Two complimentary registrations for your Company representatives at the Fall Conference
  • Web link from your logo on the Conference page and on Seattle Chapter’s homepage through December 31, 2018
  • Ad in the Seattle Chapter’s “Newsreal” publication for an entire year
  • One table top display at the 2018 Fall Conference
  • Fall Conference nametag ribbons at all 2018 Chapter meetings

Silver Sponsor $1,000

  • Company identified as Silver Sponsor – Fall Conference 18 on all Seattle Chapter, e-mail notifications, HTML, and website listings
  • One complimentary registration for your Company representative at the 2018 Fall Conference
  • One table top display at the 2018 Fall Conference
  • Fall Conference nametag ribbons at all 2018  Chapter meetings

Bronze Sponsor $500

  • Available to Seattle Chapter Members only
  • Company identified as Bronze Sponsor – Fall Conference 16 on all Seattle Chapter, email notifications, HTML, and website listings
  • Sign with dedicated QR code at your sponsorship table. Send the office your chosen URL and we will generate a QR code for use at the conference.
  • One table top display at the 2018 Fall Conference
  • Fall Conference nametag ribbons at all 2018 Chapter meetings

Lanyard Sponsor $500

  • Your Company will be the exclusive provider of Lanyards to the 2018 Seattle Chapter Fall Conference. Available only in conjunction with a Platinum Sponsorship

Reception Sponsor $250

  • Platinum Sponsors wishing to enhance their visibility at our event are invited to sponsor the evening beverages. This sponsor will provide two beverage tickets to guests of the reception and receive additional recognition in print and at the Fall Conference.

Coffee Cart Sponsor $250

  • The Coffee Cart Sponsor will be hosting coffee for our arriving guests the morning of the conference. This is available for one Platinum, Gold, or Silver Sponsor who would like to welcome our attendees and enhance their presence at the Fall Conference.