Connecting Real Estate Investment Vehicles to Global Capital Sources US Real Estate Direct & Co- Investment Meeting West WEBINAR
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Connecting Real Estate Investment Vehicles to Global Capital Sources US Real Estate Direct & Co- Investment Meeting West WEBINAR ZOOM WEBINAR Tuesday - March 17, 2020 US Real Estate Direct/Co-Investment Meeting West WEBINAR ZOOM WEBINAR– March 17, 2020 Dear Colleague, It is with great pleasure that I invite you to join The US Real Estate Direct & Co-Investment Meeting West WEBINAR. Originally, this was an in-person conference that was to be held at The Ritz-Carlton San Francisco on March 17th but due to the global health concern and the safety of our valued clients, we decided to turn this digital for now and will plan to have an in-person conference with the date to be announced shortly. We appreciate your support and flexibility during these difficult and uncertain times. The aim of this Webinar is to introduce direct investment and co-investment opportunities to Limited Partners that are actively looking to diversify their capital across all real estate related asset classes. Our WEBINAR brings together the most important real estate investment vehicles, institutional allocators and private wealth investors that are actively allocating in this space. Over 500 of the leading US based private equity real estate funds, institutional investors and other real estate and finance professionals will come together to learn and discuss investment opportunities, allocations, and the performance of all real estate related asset classes. We look forward to hosting you digitally! Best, Roy Carmo Salsinha President, CEO Carmo Companies By the Numbers… In Attendance… $5+ Trillion AUM in attendance • US focused Private Equity • Multi Family Offices Funds and Venture Capital • Government officials 400+ Total participants Funds • Economists 200+ Institutional & Private Wealth Investors • Hedge Funds • • Public Pension Funds Banks and Investment 200+ Private Equity & Venture Capital Funds Banks Managers • Corporate Pensions Funds • Lawyers • Pension Consultants 6 Industry Exclusive Panel Sessions • Auditors • Endowments 6 Hours of private virtual networking/speed dating Executives Level • Commercial Service - C • 3 Day Zoom Web Conference Foundations Providers • Fund of Funds 3 Day Slack networking tool access • Sovereign Wealth Funds • Single Family Offices WEB MEETING APPS • Our Video Conference will be Powered by ZOOM. • You can access through web browser or download app on any Tablet, Laptop or Mobile device. • Once registered for the event through Carmo website, Our team will assist you on how to gain access to our Zoom Conference • Slack is a proprietary instant messaging platform that is typically used by companies in order to communicate efficiently rather than emailing back and forth on miniscule matters. It is also great for subdividing chats for group projects. • For the purpose of our Web Meeting, this platform works perfectly to facilitate interaction of event attendees. • We are allowing all webinar participants to join this instant messaging platform in order to communicate with each other freely and on a direct basis. Inside the slack platform there are also sub chats that are called “channels”. Each “channel” represents a different panel topic where participants can communicate with each other openly pertaining to that topic. • Once registered for the event through Carmo website, Our team will assist you on how to gain access to our Slack Chat. • This chatroom is only open for the 3-day duration of the Web Conference. Contact Information Roy Carmo Salsinha Marjorie Cucalon President & CEO Partner, Carmo Capital T:+1-646-688-3375 T:+1-786-252-6196 [email protected] [email protected] Erick Cruz Renato Ferreira Senior Vice President, Private Equity Vice President, Real Estate T:+1-646-688-5327 T:+1-646-688-3375 Carmo Companies is a New York based institutional [email protected] [email protected] capital introduction consulting firm and professional conference organizer. We work with the most reputable real estate and private equity related operating Nicolás Rodriguez Catherine Correia platforms to establish capital raising relationships with leading private equity funds, institutional investors and Vice President, Private Equity Associate, Investor Relations & VP, Marketing private wealth groups located in the Americas and T:+1-646-688-3205 T:+1-646-688-3207 emerging market countries. [email protected] [email protected] Flavia Correia Associate, Investor Relations T:+1-646-688-3207 [email protected] Sponsors AIC Capital is an Institutional Platform that provides Institutions, Family Offices and Ultra High Net Worth Individuals with Intellectual Capital and Access to Best-in-Class Alternative Investment Solutions. Our proprietary and unique database enables us to provide our clients with differentiated services and opportunities. Anton DevCo is a leading multifamily developer that has developed and built 10,000 units over the last 25 years, including 1,650 currently under construction across the state. As a vertically integrated developer, Anton has built all 55 projects it has developed and as a long-term holder property manages its entire portfolio as well. Anton focuses its market-rate development efforts in the Bay Area, Los Angeles County and Orange County. Anton has historically self-financed all of its new construction but has recently begun partnering with institutional capital to facilitate its growth. Berkshire Property Holdings is a decisive, privately owned, real estate private equity firm that specializes in multifamily acquisitions and redevelopments alongside the best in-class institutional partners. Our primary focus are secondary and tertiary markets throughout the sunbelt states. The company was formed to provide investors with long term risk adjusted investment returns. Berkshire’s investment strategy is to invest in attractively priced, off market, underperforming Class B and C apartment complexes. Using our network of experienced acquisitions staff, we carry out comprehensive and exhaustive underwriting to ensure all assets fit our strict investment criteria. Berkshire will typically reposition those assets by implementing a proven value-add strategy, renovating outdated units and facilities, installing strong management systems, increasing rents to market rates and utilizing innovative programs to improve operating efficiency. After the anticipated hold period, the company will look for an opportunistic sale of the property to meet or exceed investor expectations. Sponsors Calmwater Capital is a leading commercial real estate bridge lender based in Los Angeles managing capital on behalf of domestic and international institutional investors. Founded in 2010, the firm has grown to 22 investment professionals with satellite offices in the New York Metro region and Seattle. Calmwater has originated over $2.6 billion of commercial real estate loans with a 0% loss ratio1 and has developed a national reputation for consistently executing highly structured transactions where speed, flexibility and certainty of closing are critical. Calmwater’s investment objective is to seek equity-like returns with downside protection by investing primarily in senior secured commercial real estate bridge loans. With an established institutional platform and nationwide presence, the firm believes it can generate attractive and durable risk-adjusted returns across market cycles. Greenbridge is a full-service commercial real estate firm that specializes in ownership, property management, leasing, construction and turnaround of value-add and core plus properties. Partners Sean Hashem and Fareed Kanani established the firm in 2012 with a focus on purchasing underachieving projects with the highest potential of becoming “best in class” properties. For over 30 years, the expert team has worked together to apply its resources to the success and optimal repositioning of each asset purchased and has been dedicated to maintaining that standard of excellence. We are constantly looking for innovative yet practical ways of improving metrics of properties with a keen focus on operational effectiveness. Mark IV Capital is a privately held real estate firm founded in 1974 and based in Newport Beach, California. The company acquires, develops and manages properties in the western United States with satellite offices in Roseville, California; Las Vegas, Nevada; Phoenix, Arizona; Denver, Colorado; and Austin, Texas. The Company has a long-term approach to real estate investing; seeking to grow both its portfolio and the associated cash flow by acting with integrity and building relationships with its tenants, vendors, and business partners. The company’s core values of integrity, creativity, accountability, team orientation, development, and community are integral to Mark IV’s success. Sponsors Kong Capital is a real estate private equity firm that specializes in strategic investments in the Senior Housing sector in the U.S. Led by CEO Coe Schlicher, Kong Capital offers a unique, well-rounded and innovative approach to developing and enhancing projects in this asset class. Our depth of experience across a range of industries — from healthcare to technology — ensures that we successfully source markets and manage the operational complexities involved in this growing and diverse sector. March Capital Management is a private equity real estate fund and a development company that invests in underutilized residential real estate assets and maximizes their value. March Capital