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12th Annual / NYC Real Estate Expo / 2020 - CANCELLED

Monday, Nov 02, 2020 at 8:00AM - 5:00PM

NY Hilton Midtown

  • Nov 2020

    02 Mon

    8:00AM

  • Nov 2020

    02 Mon

    5:00PM

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Event is over!

12th Annual / NYC Real Estate Expo / 2020 - CANCELLED

Monday, Nov 02, 2020 at 8:00AM - 5:00PM

NYC, NY , United States of America

No tickets available

 

This event has been cancelled.

 

 

 

 

2020 Agenda Coming August 1

Please view last years Agenda (2019) below as a reference - Thank you

 

7:30 AM | Network

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8:30 AM | Strategies of New York’s Top CRE Producers

Sponsored by New York Real Estate Journal

Did you know several of New York’s top producing commercial real estate brokers, mortgage brokers and mortgage bankers supplement their business strategies with personal business coaching from the Massimo Group? These include some of the most dominant personas and entities, such as Bob Knakal, and Chase Bank, as well as scores of mid-career and seasoned veterans across New York’s CRE landscape. Rod Santomassimo, best-selling author, and founder and president of the Massimo Group, will share with you specific strategies he implements with their clients in New York and throughout North America, as well as address the most common challenges of creating a personal, sustainable practice. In addition Larry Haber, managing partner of the Commercial Real Estate Department of the bi-coastal law firm Abrams Garfinkel Margolis Bergson, LLP and founder of Leasing REality has engaged with many of New York’s top CRE producers in his practice and on his syndicated podcast. Together they will share how these top producers attained their position, and more specifically retain their status in the ultra-competitive landscape of NY.

Presenters:

Rod Santomassimo, CCIM | Founder and President | Massimo Group, LLC

Larry Haber | Founder & CEO | Leasing REality

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9:15 AM | Where Are We Now and How to Prepare for the Next Cycle

Sponsored by ​Mann Report

Where are we now and how to prepare for the next cycle: Veteran of the industry, Billy Procida, discusses the current state of the economy and how to prepare for the impending recession. Billy will discuss how the high-end home market is starting to see a drop in prices and how the number of mega-projects is at an all-time high. With that said, there are still markets where lenders should be lending and ways to prepare for a downturn.

Presenter:

Billy Procida | Founder & CEO | Procida Funding & Advisors

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9:30 AM | Seizing The Opportunity: Opportunity Zone Funding

Sponsored by ​Real Estate Weekly (REW) / Real Estate Alert

Opportunity Zones are designed to spur economic development in low-income communities nationwide by providing tax benefits to investors. All of the underlying incentives relate to the tax treatment of capital gains, and all are tied to the longevity of an investor’s stake in a qualified Opportunity Fund, providing the most upside to those who hold their investment for 10 years or more. This panel will help potential investors understand how the program works, identify neighborhoods that qualify and locate assets within the designated areas in need of investment.

Topics:

  • Opportunity Zone Regulations
  • Market Trends
  • Cities/neighborhoods to watch
  • Practical implementations
  • Challenges/risks
  • Forecast: potential changes to regulations
Moderator:

Pierre Debbas, Esq | Romer Debbas, LLP

Panelists:

Bozena (Bonnie) M. Diaz, Esq | Counsel | CSG Attorneys at Law

Jesse Shemesh | Portfolio Manager |Point Acquisitions LLC

James Nelson | Principal, Head of Tri-State Investment Sales | Avison Young

Brian Lee | Senior Director of Real Estate | Common

Steve Adler | Managing Director | Meridian Capital Group

Victor Rodriguez | Associate Director Analytics | CoStar Group

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Keynote Speaker Michael Stoler

10:45 AM | Emerging Trends in Real Estate

Sponsored by ​The Stoler Report

Lots of things are taking place in real estate from changes in office leasing, co-living, prop tech, opportunity zone funds, status of EB 5, industrial, retail, healthcare, A general discussion on emerging trends which have taken place over the past decade and what do we expect to see in the near future.

Presenter:

Michael Stoler | New York Real Estate TV, LLC | T he Stoler Report

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11:00 AM | NYC/CRE “A Family Affair”

Sponsored by Commercial Observer

Present and Future insight on the Growth of the NYC Real Estate Industry

Moderator:

Max Gross​ | Editor in Chief | Commercial Observer

Panelists: 

Norman Sturner | Chairman | MHP Real Estate Services

David Sturner | President & CEO | MHP Real Estate Service

Norman Bobrow | President | Norman Bobrow & Company Inc

David Badner | Managing Director | Norman Bobrow & Company Inc

Jeffrey E. Levine | Founding Principal / Chairman | The Douglaston Companies

Benjamin Levine | Executive VP of Finance & Acquisitions | The Douglaston Companies

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12:20 PM | NYC Residential & Commercial Real Estate: “Knakal & Ramirez Talk”

Sponsored By CoStar Group

What is the difference between residential and commercial ? The answer is simple: the difference lies with the property-type, the typical commission amount earned upon closing a transaction, the education required to understand and succeed in that particular field, and the work culture of the overall environment.

Moderator:

Katherine Clarke | Reporter | WSJ

Panelists: 

Diane Ramirez | Chairman & Chief Executive Officer | Halstead Property

Robert A. Knakal | Chairman, NY Investment Sales | JLL

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1:00 PM | The Technological Revolution that is changing the face of Real Estate in New York”

Sponsored by Apartments.com

It is now each firm’s major responsibility to upgrade their technology to stay ahead of the fray in commercial and residential real estate. The young millennials are on board and are demanding change.

Moderator:

Vince Rocco | Voice America | Halstead Properties

Floor Moderator:

Michael Romer, Esq | Romer Debbas LLP

Panelists:

Louise Forbes | Licensed Assoc RE Broker | The Louise Phillips Forbes Team

Andrew Flachner | Co-Founder & President | Real Scout

Paul Massey | CEO | B6 Real Estate Advisors

Kent Swig | President | Swig Equities LLC / Helmsley Spear

Bess Freedman | Chief Executive Officer | Brown Harris Steven

Luciane Serifovic | CEO & Founder | Luxian International Realty

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2:30PM | The Uniqueness of Manhattan, Brokers Weigh In.

Sponsor by HGAR | LIBOR | RISMedia

New York City is one of the most powerful geographies in the world. What makes Manhattan real estate so unique? This Panel will delve into the hard realities that Manhattan brokers face every day, including the current state of real estate data in New York City. Learn about the cost of disparate data in the NYC market, and the challenges and opportunities involved in transforming the organization and distribution of data better.

Moderator:

John Featherson | President & CEO | RIS/Media

Floor Moderator:

Tricia Chirco | Vice President of Marketing & Communications, LIBOR/MLSLI

Panelists:

Jim Speer | CEO | New York MLS

Richard Haggerty | CEO | HGAR

Heather McDonough Domi | Chairperson | NYRAC

Bess Freedman | Chief Executive Officer | Brown Harris Stevens

Joseph Rand | Chief Creative Office | Better Homes & Gardens Real Estate / Rand Realty

Rory Golod | General Manager | Compass New York

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3:40 PM | 5 Easy Steps To Take Your Business Global

Sponsored by Luxian International Realty / FIABCI USA

Welcome to the first Global Real Estate Panel at the NYC Real Estate Expo. During this exciting session, you will learn the five easy steps to take your real estate business global. You will learn why and how a real estate agent and broker can bring value to the real estate transaction. Also, you will learn how to expand your business knowledge and increase your income by building your brand and selling internationally. Meet an incredible panel of the globally experienced executives and understand some of the key trends happening in the international market.

Moderator:

Luciane Serifovic | CEO & Founder | Luxian International Realty

Panelist:

Michael Cobb | Chairman & CEO | ECI Development

Raj Rajpal | Loan Officer | Wells Fargo | New York Northeast Council | FIABCI USA

Nicole A. Ramos Beauchamp | Global Real Estate Advisor | Engel & Völkers | Co-Chair REBNY Residential Sales Council President Elect | FIABCI USA

Kamil Homsi | Founder/CEO | Global Realty Capital

Julie Vanderblue | President of The Higgins Group and CEO of The Vanderblue Team

Workshops & Presentations

Sponsored By Kinetic Spark Consulting / Thrive

7:30 AM | Network

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8:00 AM | The Way Real Estate Closings Should Work

Sponsored by Qualia

Investing in technology is one of the most important things that real estate professionals can do for their businesses. Join a conversation about how technology can help real estate professionals win new business, protect their clients’ data, protect themselves from wire fraud, and keep up with the expectations of tech-savvy consumers and a millennial workforce.

Charlette Brown | Qualia

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8:45 AM | “Are you protecting your protection? The importance of maintaining entity compliance”

Sponsored by Vcorp Services, LLC

Sarah A. RayBurn | Business Development Manager | Vcorp Services, LLC

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9:00 AM | A Chat with Brandon Polakoff “Selling Property in 2019 – Best Practices”

Sponsored by Avison Young

Brandon Polakoff is a Director on the Tri-State Investment Sales group of Avison Young’s New York City office. He has been involved in sales with an aggregate value of over $2 billion. In 2018, Brandon was named one of Commercial Observer’s 30 Under 30 Top Leasing and Sales Professionals and was a recipient of Connect Media’s Next Generation Award. In 2019, he was named one of New York Real Estate Journal’s Ones to Watch and Real Estate Weekly’s Rising Stars.

Brandon will review his experiences on the sell side across multiple asset classes, covering the rise and fall of the investment sales market over the last 5 years. In doing so, he will provide best practices for selling in today’s down market and shed light on the current buyer pool.

Brandon Polakoff | Director of Tri-State Investment Sales | Avison Young

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9:15 AM | Landmines in the Commercial Lease

Sponsored by Einbinder & Dunn LLP

A typical commercial lease negotiation results in the basic business terms being memorialized in the contract: rent, CAM, improvements. But how will the lease work down the road if conditions change and the tenant tries to sell the business? Has the lease been examined carefully to see how changes in City or State legal requirements will be complied with or what the effect of changes in the City’s property tax landscape will be? From either a landlord or tenant’s perspective, you need a lease that is prepared to address the unexpected.

Terrence M Dunn, Esq | Einbinder & Dunn LLP

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9:30 AM | Local Law 55: What Landlords and Tenants Need To Know

Sponsored By Mold Authority

New York City Mold Law 55. What are my responsibilities and how to avoid litigious outcomes!

Thomas Re l President & Founder l Mold Authority

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9:45 AM | A Chat with Peter Von Der Ahe “The New York City Multifamily Market”

Sponsored By Marcus & Millichap / Commercial Observer

The “2019 Rent Reform Act” immediately implemented state-wide rent caps on rent stabilized apartments and more strict landlord control. Today we are looking at the short-term, long-term, and unintended consequences, that rent reform will have on New York. To gain a better understanding of these consequences, we conducted a survey of thousands of NYC property owners asking them how they were internalizing the new laws. What are their plans and new priorities? Today we will share an update on the market post rent reform, how owners are reacting to these laws and the five questions we believe owners should be asking today.

Peter Von Der Ahe | Licensed Real Estate Broker | Marcus & Millicap

Cathy Cunningham | Deputy Editor – Finance | Commercial Observer

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10:00 AM | Filling the Capital Stack

Sponsored By Commercial Observer / Scotsman Guide

How Banks and Alternative Lenders are Competing in Today’s Competitive Lending Environment. Since the great recession, we’ve seen many new entrants come into the space. How has your lending evolved to compete in this new landscape. In terms of market conditions, what keeps you up at night, what’s your biggest fear. Many lenders are staying away retail, especially big box. Have any of you tried to compete in this arena lately? How have you gotten comfortable?

Moderator:

Cathy Cunningham | Deputy Editor – Finance | Commercial Observer

Panelist:

Chris Blake | Sr. Loan Officer | Cross River Bank

Allen Shayanfekr | CEO & Co-Founder | Sharestates

Michael Miller | CMO / CPO | 5 Arch Funding Corp.

Charles Ruffin | Sales Manager | Emigrant Mortgage Company

Jeff Seidler | Managing Director | Emerald Creek Capital

Richard Maher | Vice President & Mortgage Officer | Maspeth Federal Savings

John Prins | Vice President | CoreVest Finance

Marc Katz | Senior Vice President | Investors Bank

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11:00 AM | How Savvy Agents Sell More Properties with a Real Estate IRA

Sponsored By The Entrust Group

Time is money” says the proverb, but in real estate, it’s a struggle to have enough time in your day to close more sales. Chances are, most of your clients have an IRA for their retirement savings, which can be used to invest in real estate. With the help of a Real Estate IRA, you can sell more investment properties using your existing database, generate more referrals and repeat business. Stand out from the competition by educating yourself about Real Estate IRAs and become a valuable resource for your clients. Attend this session and learn how to tap into the $7+ trillion retirement wealth market by showing your clients how to invest in real estate tax-free.

Tony Unkel | Business Development Manager | The Entrust Group

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11:15 AM | Leveraging Self-Directed IRAs to Grow Your Real Estate Business

Sponsored By Next Generation Trust Company, Inc.

Learn more about the growing trend whereby individuals can use a self-directed retirement plan to invest in alternative assets such as real estate, allowing for more diversified, tax-advantaged portfolios than in traditional IRAs or 401(k) plans

Brittany A. Pickell | Director, Marketing and Sales | Next Generation Trust Company, Inc.

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11:30 AM | Active and Passive Investing in the Short Term Real Estate Market

Sponsored By Peak Properties, LLC

Short-term real estate investment strategies, both active investing and passive investing can be a great choice for real estate investors who want to make money in real estate and not be tied into long term investments. A short-term real estate investment strategy focuses on profits and returns within a short period of time usually within 6-18 months. The decision between short-term real estate investment strategies and long-term strategies is dependent on multiple factors such as investment goals, investment experience and capital to invest. When the goal for real estate investment is short-term and high returns, there are three common strategies . We will discuss these strategies in this meeting.

Glen Gallucci | CEO & Founder | Peak Properties, LLC

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11:45 AM | Changes to the Rent Laws: What NYC Landlords Need to Know

Sponsored by The Habitat Group

Attorney Eileen O’Toole will explain how owners of rent-regulated NYC apartment buildings are affected by recent changes to the NY rent laws, which may include how landlords deal with preferential rents, major capital improvements, and deregulating apartments. Eileen O’Toole, Esq. is the principal at The Law Office of Eileen O’Toole and the author of The 2019 New York Rent Regulation Checklist, published by The Habitat Group. She also writes The Habitat Group’s New York Landlord v. Tenant monthly case digest and the annual NYC Apartment Management Checklist . Ms. O’Toole’s law practice focuses on counseling owners and prospective purchasers of residential properties on rent regulatory issues, as well as appearing in court actions and administrative proceedings to litigate disputes over leasing, rent overcharge, vacancy deregulation, harassment, and other housing issues.

Eileen O’Toole, Esq. | Principal | The Law Office of Eileen O’Toole

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12:00 PM | Real Estate Technology: What to expect In 2020

Sponsored By REW / Blau Journal

Come hear from NEW & Seasoned Technology Companies and learn the technology trends that will impact the real estate industry in 2020. Technology is advancing faster than ever before. You’re not going to want to miss this Informative TECH Panel.

Moderator :

Vince Soriero | Business Development Manager | PropertyShark

Panelist :

Shannon McGee |Sales Director | IXACT Contact Solutions Inc.

Brian Corcodilos | CEO | Designblendz

Adam G. Friedberg | Vice President | MDS Property Management Software

Burke Smith | Broker & Owner | Realty One Group (San Diego)

Ali Schwartz | Sr. Local Business Partner, yelp

Aaron Friedman | Vice President of Operations | Fifth Gen Media, Publisher of Connected Real Estate

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1:00 PM | The Pareto 80/20 Rule Dissected – Leverage with Outsourcing

Sponsored By Virtudesk

Pavel Stepanov- Serial entrepreneur, real estate broker, blogger, and industry visionary

Pavel is broker owner and serial entrepreneur. He graduated from Seattle University School of Law and was in the legal field for 10 years before making a leap into the real estate. He started his brokerage back in 2015 when he realized that real estate was more in tune with his entrepreneurial mode and DNA. He hired virtual assistants to free up his agents’ schedules, help with prospecting, reduce the paperwork load and to shift the agents’ focus only towards income-producing activities.

Pavel discovered that he can help other companies and agents to delegate tasks to virtual assistants so that agents can focus only on income-producing activities such as serving their clients. This is how Virtudesk was born.

Virtudesk provides highly educated and trained virtual assistants to entrepreneurs, business owners, professionals, investors, brokers, and agents in the real estate industry. The company’s tagline says it the best “We focus on small tasks, so you can focus on what’s most important.”

Pavel G Stepanov | CEO | Virtudesk

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1:15 PM | Real Estate Notes & Self Directed IRAs a match made in heaven! M2Trust & The Note Assistance Program

Sponsored By The Note Assistance Program / Jazz Up Indy, Inc / M2 Trust Services

When you think of MATCHES MADE IN HEAVEN, what comes to mind? Peanut butter & Jelly? Hamburger & Fries? Hummus and Celery?

No matter your first thought, when it comes to your financial FREEDOM it should be Real Estate Mortgage Notes and Self Directed IRAs!

NYC Networking Group recognizes the importance of pair work in and outside of the classroom thus we are excited to be participating in the roll-out of the series, “Match made in HEAVEN! – SDIRA and Mortgage Notes!” presented by M2Trust and The Note Assistance Program.

Meet the ladies from M2Trust and the #NAPNATION (The Note Assistance Program) at their side by side booths and then catch their presentation on how to marry your SDIRA with real estate secured mortgage debt! These two women have worked together successfully for over a decade nationwide educating entrepreneurs and accredited investors alike about the tremendous opportunities that lie ahead when introduced to this space. If you have an old 401k or restless SDIRA you cannot afford to miss this presentation.

All the way from New Jersey and San Diego, CA these two leaders of their industry and former Wall Street executives only find themselves at the premier real estate events from coast to coast. Join all of New York’s most sophisticated investors as they partake in a roundtable about how you can find funds to purchase 1st position mortgage notes direct from the banks! These returns are no longer reserved for THE MAN!

Ms. Jasmine R. Willois | Managing Director | The Note Assistance Program | Jazz Up Indy, Inc.

Belinda Savage | M2 Trust Services – Trust Custodial Bank – Denver, CO Alternative Asset & Retirement Services Specialist

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1:35 PM | Yes! Knew this was coming for weeks.

Sponsored By South China Morning Post 

Citizenship and Immigration Services has finalized new rules for the EB-5 Immigrant Investor Program, which will go into effect on November 21. The amount investors need to invest for an EB-5 Green Card will increase from $500,000 to $900,000 in Targeted Employment Areas (TEA’s). In areas that do not qualify for TEA status, the minimum investment requirements will be increased from $1,000,000 to

$1,800,000. Furthermore, the rules that govern the areas which qualify for TEA status are also changing, which will reduce the amount of projects that qualify for TEA status. These new rules are expected to have a substantial impact on funding for development projects around the country.

This panel will describe the recent regulatory changes in detail, and analyze their potential impact. The panel will also discuss which projects have the best chance of success under the new rules and how to put together a legal and marketing team to access EB-5 capital.

Clem G. Turner, Esq | Member of the Firm | Chiesa, Shahinian & Giantomasi, PC

Jodi Xu Klein | Deputy Bureau Chief , North America | South China Morning Post

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2:00 PM | Put a Spark in your Business to scale and Thrive in 2020!

Sponsored By Kinetic Spark Consulting / Thrive

Did you know that by simply listening to Podcasts, you could scale your business, resulting in massive financial growth and still maintain a commanding lifestyle? Learn from two of the Nation’s Top Podcasters exactly how to achieve growth, emotional intelligence and freedom all wrapped up in one easy to implement strategy!

Lou Diamond | Keynote Speaker & CEO | Thrive

Lou Diamond is a dynamic speaker and master connector who will energize and motivate your organization to explode your sales, retain your clients and build a thriving culture…

For over 25 years he has been a top sales performer, keynote speaker and performance mentor.

Lou is a consultant; best-selling author; podcast & TV host; and CEO of Thrive, a company focused on making the most amazing people, businesses, and brands become even more amazing through the power of connecting.

He has consulted and mentored top performers at hundreds of companies the world over. Lou inspires audiences to feel they can conquer the world…. and make tons of great new connections doing it.

Jen Du Plessis | CEO & Founder | Kineticsparkconsulting.com

How aligning your lifestyle and business intentions can scale your emotional intelligence, resulting in massive financial growth.

Jen Du Plessis / Speaker, Top Selling Author, Consultant, Coach, Podcast Host

Jen spent 35 years in mortgage lending and was ranked in the top .003% of Loan Originators in the US and was in the top 1% for many years. She is a self-proclaimed serial entrepreneur with extensive leadership and sales experience.

Jen is the Founder of Jen Du Plessis, LLC, Kinetic Spark Consulting, Black Fox Investments, and Valor Home Solutions. She the Author of LAUNCH! How to Take your Business to New Heights, and host of the top-rated Podcast Stop Talking, Take Action, Get Results! She studied Architectural Design & Construction Engineering at Colorado State University.

Today, she is a highly sought after national and international Speaker, Consultant and Coach who specializes in creating Lifestyle Businesses to help solopreneurs, sales professionals, mortgage loan officers and realtors to multiply their results in record time, while maintaining a commanding and prosperous lifestyle. Aligning a Life with Values to achieve Value in every area of your life (Personal, Relationships, Health, Finance and Business) is our mission. We do this through our Lifestyle Business Mastery Program.

Seen on: Good Morning America / Sirius/XM Radio / Federal News Radio / Mortgage News Network

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2:15 PM | Facebook Advertising for Real Estate: How We Generated a 1,492% ROI from one Facebook Ad in Manhattan, and How You Can Do The Same.

Sponsored By Dividend Digital

There’s an art and science to create an ROI-positive Facebook lead generation campaign. Many brokers think that “boosting posts” will lead to more commissions but that is actually one of the least effective ways to generate and convert leads for your real estate business. There is a right way and a wrong way to grow your business using Facebook.

In this session you will discover exactly how to generate and convert your Facebook leads into loyal clients and how to brand yourself as the go-to broker in your local market.

We’re even going to pull back the curtain on a very successful client case study Facebook ad campaign that yielded a 1,492% ROI.

This session is perfect for anyone who wants to start or improve their Facebook marketing with Facebook ads that REALLY work for Real Estate.

Cheryl Pinkard | Founder & Chief Marketing Strategist | Dividend Digital

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2:30 PM | BRRRR Strategy (BUY RENOVATE RENT REFI REPEAT) = BRRRR

Sponsored By Temple View Capital

Making money with flipping houses for rentals to create long-term wealth. We’ll be talking about how Temple View can partner with investors to utilize the BRRRR Strategy to generate wealth with little to no out of pocket money. I will talk about the state of the market, why the brrrr strategy is a hedge to a market correction, how temple can fund all of the loans and the strategy behind BRRRR.

Mark Burch | Business Development | Temple View Capital

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2:45 PM | FindAMortgageBroker.com – A Realtor and Consumer Solution

Sponsored By FindAMortgageBroker.com

Partnering with independent mortgage brokers gives real estate agents and borrowers valuable options in the pursuit of purchasing or refinancing a home.

Vince Parlove | Team Lead, Director of Wholesale Development | FindAMortgageBroker.com

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3:00 PM | Wholesale Lending And The Impact It’s Having On LOs and Real Estate Agents

Sponsored by NMP & Scotsman

Get a wide-ranging overview of the advantages of choosing wholesale vs. retail. Our panel goes in-depth on specific topics including obtaining and retaining purchase business, tips and techniques to stay top of mind with your client and referrals, and the importance of building relationships with real estate agents.

Moderator:

Michael J Romer, Esq | Managing Partner | Romer Debbas LLP

Floor Moderator:

Irene Amato | CEO | A.S.A.P. Mortgage Corp.

Panelists:

Samuel Bjelac III | Senior Vice President | Sprout Mortgage

Ace Watanasuparp | Vice President / Regional Manager | Citizens Bancorp

Allen Beydoun | EVP | UWM Sales

Jeffrey Tesch | Managing Director | RCN Capital

Bill Walker | Chief Revenue Officer | Unison Home Ownership Investors

Steven Schnall | Chairman & CEO | Quontic Bank

Melissa L Cohn | Executive Vice President | Family First Funding LLC

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4:00 PM | Creating new sales opportunities with unique portfolio financing products & programs

Sponsored By United Nations Federal Credit Union

INDUSTRY LEADING FOREIGN NATIONAL PROGRAM WITH THE HIGHEST LOAN-TO-VALUES, MOST COMPETITIVE RATES AND EASIEST DOCUMENTATION REQUIREMENTS

FLEXIBLE CONDO AND CO-OP REQUIREMENTS ON NON-WARRANT-ABLE BUILDINGS INCLUDING NO PRE-SALE REQUIREMENTS OR INVESTOR CONCENTRATION LIMITS

PORTFOLIO LENDER WITH EXPANDED DEBT-TO-INCOME LIMITS AND COMMON SENSE UNDERWRITING ALLOWING SUCH THINGS AS INVESTMENT CO-OPS WITH CASH-OUT REFINANCES

Richard Martin | Senior Mortgage Loan Officer | Mortgage Origination | United Nations Federal Credit Union

David Wald | Mortgage Loan Officer | United Nations Federal Credit Union

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4:15 PM | The Real Estate and Mortgage Experience versus the Transaction

Sponsored by A.S.A.P. Mortgage Corp.

This session will shift your mindset from Surviving to Thriving in 2020! Irene Amato fills the room with electrifying energy, marketing tips and the tools necessary to expand your business to unthinkable heights. Life is all about the journey and experiences we have along the way. While technology is a blessing in our industry it can never replace the human touch of true Real Estate professionals.

Irene Amato | CEO | A.S.A.P. Mortgage Corp.

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4:45 PM | Getting Better Results on the Construction of Residential Developments

Sponsored By Schmidt Construction Consulting

The construction process is fraught with the potential for mistakes, delays and cost overruns. What are the important construction issues that residential developers are going to face in this hot market, and what should they not take for granted?

Barry Schmidt | President | Schmidt Construction Consulting

Workshops & Presentations

Sponsored By Ignition Institute

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8:45 AM | The Climate Laws & NYC Properties (Part 1)

Sponsored by NYREJ / NYC 2030

The recently enacted NYC Climate Mobilization Act and NYS Climate Leadership and Community Protection Act will have a powerful impact NYC properties for decades. The laws demand the transformation of building envelopes, energy systems, and use patterns. This undertaking involves the coordination of stakeholders from many sectors. A conversation between participating sector representatives in the coming transformation will illuminate the prospects for properties to meet the law’s requirements and contribute to confronting climate change.

Introductions

1. Climate Policy Overview

2. Energy Industry Forecast

  • Major trends in the grid, distributed and renewable energy
  • Building energy and electrification
  • Meeting the energy performance targets
Moderator: 

Haym Gross, Architect | Co-Chair NYC 2030 District

Floor Moderator:

Frank Maricic | SVP, PleXus PoE | Co-Chair NYC 2030 District

Panelist:

Richard Leigh, PhD, PE, LEED AP | Visiting Professor of Physics, Pratt Institute

David R Pospisil, CEM | Strategic Energy Advisor | Consolidated Edison Company of NY, Inc.

Rory Christian, CEM, CEA | Concentric Consulting Group | Former New York Director, Clean Energy, Environmental Defense Fund

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9:30 AM | The Climate Laws & NYC Properties (Part 2)

Sponsored by NYREJ / NYC 2030

Meeting the building energy performance targets of the NYC Climate Mobilization Act will entail the careful application of a range of innovative solutions to a variety of properties.

1. Building Retrofit Technology Solutions Overview

2. Retrofit Technologies Introductions

  • Hardware Solutions
  • Software Solutions
3. Solutions Integration: Fitting the Pieces Together
Moderator:

Haym S. Gross | A r c h i t e c t | NYC / 2030

Floor Moderator:
Beatriz Quinones | President | BES Group Inc
Panelist:

Diane Molokotos | Project Engineer | Aegis Energy Services

Dario Gristina |Chairman & CEO |CPL Group USA

Jeff Hendler | Co-Founder & President | Logical Buildings | ETS

Oliver Davis | CEO & Co-Founder | Simuwatt

Jon Brodeur | CEO | Emme Controls

Rachel N. Rosen | CEO & Co – Founder | WexEnergy 

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10:15 AM | The Climate Mobilization Act – How to Comply While Adding Value to Your Portfolio

Sponsored by simuwatt

Learn more about the Climate Mobilization Act and how to comply while adding value to your portfolio. buildee® is available to facilitate compliance with the requirements of the Climate Mobilization Act and can be leveraged to drive down building emissions to meet mandated building performance standards by identifying and prioritizing energy efficient retrofit projects. buildee is currently being utilized in New York City by the Department of Citywide Administrative Services (DCAS) to manage energy and find energy reductions in over 4,600 city-owned buildings.

“If you want to learn more about the Climate Mobilization Act and how to comply while adding value to your portfolio, please stick around and hear from simuwatt Head of Product and Co-Founder Matt Brown about the buildee software platform.”

Matt Brown | Head of Product and Co-Founder | simuwatt

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10:30 AM | Eliminating chronic discomfort complaints and 10 tools for saving up to 40% in energy consumption

Sponsored by Emme Controls

The wholesale replacement of existing heating and cooling systems in order to meet significantly higher energy efficiency standards is not realistic for most existing buildings due to the cost and disruption. But new, ultra smart and easily retro-fitted controls can greatly enhance comfort and efficiency. Learn about some compelling technology which works with most existing heating and cooling systems in order to eliminate chronic discomfort challenges, while providing 10 tools for saving up to 40% in energy consumption.Session will cover how Emme works – and a review of case studies in a variety of building types.

Jon Brodeur | CEO| Emme Controls

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10:45 AM | Problem Construction Projects – How to Identify Early Warning Signs

Sponsored By KOW Building Consultants

We identify various early warning signs that tend to be seen on problem construction projects such as poor staffing, high turnover, poor trade coordination & product installation, unsafe conditions, excessive change orders, and the project can’t close out. Hear real-life examples from the field and suggestions for potential solutions.

Kenneth F. Wille, PE | President & CEO | KOW Building Consultants

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11:00 AM | Aeroseal Duct Sealing: Seal Ducts from the Inside to Reduce Energy Costs

Sponsored By B & L Testing & Balancing

New York City is leading the charge on reaching new net zero goals, are the HVAC ducts in your buildings up to the challenge? Leaky ducts translate into higher energy costs because of the increased demand on the fans supplying air or providing exhaust for the building. Attend this session for an introduction into a unique approach to saving energy for new or existing buildings. Aeroseal is an innovative duct sealing technology that reduces fan operating costs and prevents odor migration issues, with a focus on optimizing overall air distribution.

Matthew Pappalardo | Vice President | B & L Testing & Balancing

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11:30 AM | “Smart Money Not Hard Money” – The Anatomy of a Deal

Sponsored By TBG Funding

Meir Krengel | SVP of Operations | TBG Funding

Yoni May | Director of Underwriting | TBG Funding

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11:45 AM | How to Maximize the Benefits of a 1031 Exchange LUNCH COUPON

Sponsored By Millcreek Commercial Properties

Store & transfer wealth tax free
Strategically plan to accumulate wealth
Turn raw land into monthly cash flow
Defer the tax on the sale of your residential rentals

Meet your presenter:

Kevin G. Long, a national expert on 1031 exchange code, will be delivering the presentation. Kevin was a founding partner and COO of Coldwell Banker Commercial Advisors and is currently serving as President and CEO of Millcreek Commercial. Kevin regularly presents professional seminars on 1031 real estate exchanges.

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Ignition institute

Sponsored By : Ignition Institute

12:30 PM | Seating in Ignition Room.

12.45 PM | Introduction to Ignition Institute by Dr. Simon Mills.

12:55 PM | Dr. Mills introduces Dr. Ritchie and Mr. Smith.

1:00 PM | Dr. Kathryn Ritchie begins the program with Burke Smith.

Future-proofing your brokerage (or any other business).

Dr. Ritchie, Master facilitator, and a global leader in strategy execution/culture transformation will disassemble, diagnose, and re-imagine a living breathing real estate brokerage.

Subject matter expert, speaker, trainer, and brokerage owner, Burke Smith will join Dr. Ritchie on stage to experience the Ignition process being applied to his own business while speaking from an industry perspective on disrupting yourself before somebody comes along and “Uber’s” you.

1:00 PM – Immersion interview summary

1:15 PM – External market scan

1:40 PM – Directional elements (mission, vision, values, KPI’s, milestones, Goals)

2:00 PM – Pictures of success

2:25 PM – Building the plan

2:45 PM – Executing the plan

3:00 PM – Close future-proofing session.

Private workshop meetings. Dr. Ritchie and Burke Smith will “solution” your challenge areas in real-time one on one.

15-minute sessions only (to allow for as many sessions as possible for business owners to engage).

3:15 PM – One to one session

3:30 PM – One to one session

3:45 PM – One to one session

4:00 PM – One to one session

4:15 PM – One to one session

4:30 PM – One to one session

4:45 PM – One to one session

5:00 PM – One to one session

5:15 PM – Close

About Burke Smith

International Real Estate Coach/Consultant to the top agents and brokers for Prudential, Coldwell Banker, ReMax, Century 21, Keller Williams, Corcoran, Brown Harris Stevens, Gibson International and many more.

Built largest single-office real estate company in Southern California in less than 2 years Grew company from $0.00 to $450 million in sales and over 1000 transactions in 18 months.

Featured on CNN & the New York Times Nominated two years in a row for Inman Innovator of the Year

About Dr. Kathryn Ritchie.

Author, speaker, master facilitator, and lifelong strategy execution & culture transformation student, Dr. Kathryn Ritchie draws a line in the sand when it comes to effective execution in any organization. Kathryn is passionate about business and people. She works at the nexus of enabling optimal performance and enabling leaders to shape and create environments where people thrive and grow. This lifetime project continues today as Ignition Institute works across industry and geography from startup to Fortune 500 companies. This passion has shaped the Institute, an international consulting firm specializing in performance optimization through strategy clarification and cultural alignment. Enough clarity, enough cohesion & enough disciple are at the core of exceptional execution and enabling leaders to understand what holds their organizations back as well as what is at their fingertips to unleash this, is what inspires Kathryn.

Ignition Institute’s body of work has given rise to a proprietary method (Ignition®) which supports leaders, teams, and organizations to execute with power. One aspect most valued by clients is the institute’s focus on building capability into the human capital of organizations. They want to minimize the consulting investment required and reduce the waste abundant in management consulting. Clients call Ignition Institute for assistance with mission-critical issues e.g.

  • Aligning teams & organizations to execute against strategy
  • Corporate Turnaround
  • Merger & acquisition integration
  • Clarifying strategy
  • Revenue &/or share-price decline
  • Sales & revenue growth
  • Leadership transition
  • Culture alignment
  • New market entry
  • Change management
  • Leadership development – action-oriented, aligned to execution
  • Growth
  • Sustainability

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