ULI Los Angeles: Capital Markets Breakfast

When

2020-07-07
2020-07-07T08:00:00 - 2020-07-07T09:00:00
America/Los_Angeles

Choose Your Calendar

    Where

    Zoom
    Meet capital providers for commercial real estate in our current COVID-19 environment.  From Wall Street to Private Equity to REITs as well as International Capital, learn who the capital players are in today’s real estate environment and how they are underwriting and providing capital in today’s uncertain time.
     
    MODERATOR:
     
    David Sonnenblick
    Principal
    Sonnenblick-Eichner Company
    Mr. Sonnenblick is the co-founder and principal of Sonnenblick-Eichner Company, a real estate investment advisory firm specializing in the financing and sale of income producing property. Prior to forming Sonnenblick-Eichner Company, Mr. Sonnenblick was a major shareholder and managing partner of Sonnenblick-Goldman Company, a national real estate advisory firm. Throughout Mr. Sonnenblick's career, he has been active in the origination of real estate equity and debt transactions, for all product types of real estate. Mr. Sonnenblick has closed in excess of $15 billion of real estate transactions on behalf of his clients, and he continues to focus his efforts on seeking new and innovative capital sources for real estate transactions.
     
    SPEAKERS:  
     
    Jonathan Roth
    Managing Partner / Co-Founder
    3650 REIT
    Mr. Roth is a Co-Founder and Managing Partner of 3650 REIT and is responsible for the identification and evaluation of investment opportunities as well as the formulation and implementation of best practices for the identification, structuring, documentation and management of all investment opportunities.  Mr. Roth brings almost 30 years of experience and expertise in investment management with a focus on the origination, structuring and management of debt and equity facilities secured by real estate. 
     
    Mark Jacobs
    Managing Director / Co-Portfolio Manager
    Oaktree Capital Management L.P.
    Mr. Jacobs joined Oaktree in 2001. He is a managing director and co-portfolio manager of the Real Estate Income strategy. Mr. Jacobs is responsible for sourcing, evaluating, executing and managing equity and debt investment opportunities across all property types. His primary focus is on commercial assets on the West Coast. Mr. Jacobs also oversees the group’s commercial non-performing loan business. Prior to joining Oaktree, he spent seven years with American Trading Real Estate Properties, Inc. / Lord Baltimore Properties. Mr. Jacobs holds a B.S. degree in business administration and an M.B.A. from the Marshall School of Business at the University of Southern California. He is actively involved with NAIOP, the Commercial Real Estate Development Association, and Urban Land Institute. Mr. Jacobs is a member of the Executive Council of the USC Lusk Center for Real Estate.
     
    Mary K. Ludgin, PhD.
    Senior Managing Director / Director of Global Investment Research
    Heitman
    Mary is Heitman’s Senior Managing Director, Head of Global Research and an equity owner of the firm. She is a member of the firm’s Board of Managers, Global Management Committee, North American Private Equity Valuation Committee, and Private Equity and Debt Investment Committees. She is the author of numerous articles and research studies relating to real estate markets, portfolio management and strategy. Prior to joining Heitman, she was an urban planner for the City of Chicago and she worked in retail site location.
     
    James Abbee
    Regional Director / Western U.S.
    Goldman Sachs Real Estate Finance Group
    James Abbee is a Regional Director in the Real Estate Finance Group at Goldman Sachs with specific responsibility for debt originations in the western U.S and is head of the Dallas office.  James has spent the entirety of his career with Goldman Sachs and, previously, Archon Group (a wholly owned GS subsidiary).  He has spent the past 15 years solely focused on client coverage in the western U.S.  Prior to this role, he covered clients in the Chicago and upper Midwest markets and has held a variety of other roles in the group.  He and his team have recently been active across the western U.S. having originated $3Bn of loans in the past 2 years ranging in size from $5 million to $800 million.