CRE Specialty Interest Groups are interactive Business Forums providing Counselors invaluable opportunities to regularly collaborate, exchange information, offer perspective, and pose questions to CREs of similar specialty in an atmosphere of trust and cooperation.
- For information on upcoming virtual meetings, please visit Webinars & Virtual Events.
- Continue discussions in the members-only Specialty Interest Group discussion board
Asset and Property Management
An interactive discussion of asset and property management issues. What are we up against? What are the possibilities and concerns that characterize today's marketplace and how do we address them?
Jill Hatton, CRE
Chair and Committee Member,
Mass PRIM Real Estate & Timber Committee
Donald Wilkerson, CRE
Gaston and Wilkerson Management Group
Whether you spearhead development using your own capital or work with an institutional investor, there are multiple challenges and opportunities. This group will talk through what it takes to “Spot the Deal and Get it Done,” considering:
- What asset classes are most profitable?
- What markets are most appealing and WHY?
- How do you compete?
- How are you, or your client addressing ESG compliances and DEI concerns related to your project? How is your product changing?
- How do you counsel clients to identify the next best project and grab it ahead of the competition?
Dana Rowan, CRE
The Exeter Companies
George Vallone, CRE
The Hoboken Brownstone Company
Counselors in the Classroom
This Interest Group will actively explore opportunities and initiatives Counselors of Real Estate might pursue to contribute to the academic community in ways that particularly resonate with today's real estate professors and students.
Joseph G. Nahas, Jr., CRE
Senior Vice President
Equus Capital Partners, Ltd
Many employees and active investors increasingly insist that the companies in which they invest and/or for which they work make socially responsible choices. In addition to being good stewards of the environment, these businesses are expected to treat employees well, create healthy products and services and contribute to the greater good in meaningful ways. For these individuals, investing is not just about turning a profit or growing one’s nest egg…. it is about building and thriving responsibly and sustainably.
Conversely, others hold fast to the belief that when a corporation or individual limits their investment options and potentially pays more to invest in companies that emphasize social and ethical responsibility, they sacrifice return on investment. They argue that the primary incentive for investment is obtaining the highest return possible. The thinking of this constituency: when socially responsible investing becomes the primary objects, the financial side of the equation will suffer – at least part of the time.
Has the ESG initiative become too broad and restrictive…. or does it bring important, long overlooked issues to the forefront?
Kirsten McGregor, CRE
Principal & Founder
Sagax Associates, LLC
Fred Campbell, CRE
Cascade Group, LLC
Borrowers are seeking debt restructure. Funds in distressed arenas are actively raising money. Where is future capital going to come from? What is the situation if you're a borrower or lender today and down the road?
Brian Johnson, CRE
Global Lead - Real Estate Valuations
Cate Agnew, CRE
Head of Valuation
Natixis Corporate and Investment Banking
Join fellow Counselors at the Housing Interest Group Meeting for fresh data on rent payments, vacancy rates, and revenues, as well as updates on federal housing policy. Update your colleagues on what you are seeing. Bring your questions and experiences.
Brad Weinberg, CRE
Novogradac & Company LLP
Kim Betancourt, CRE
Director of Economics and Multifamily Research
Counselors play an important role advising on public sector infrastructure projects, designing solutions for complex problems, and often assembling public private partnerships on everything from roads to utilities to structures and more. How are these deals coming together? What is state-of-the-art? How do we overcome the unique challenges of these projects?
Korin Crawford, CRE
Executive Vice President
Orion Fulton, CRE
Advisory Services Business Leader
Institutional investment in commercial real estate continues to evolve, especially over the past two years due to the pandemic. Asset selection, as well as demographics, are redefining the criteria pension funds, endowments, foundations, and high net worth families look for in this investment class. Join us to discuss the latest issues in institutional investment in real estate including asset allocation, return horizons, changing demographics, and many other aspects in this ever-changing landscape.
Jonathan Schein, CRE
CEO & Executive Director
Real Estate Limited Partner Institute
Lori Mason Curran, CRE
Investment Strategy Director
Leasing: Tenant Rep and General
Justin Landry, CRE
Vice President of Finance and Capital Markets
Stirling Properties, LLC
David Lockwood, III, CRE
EVP and Chief Operating Officer
Colliers International South Carolina, Inc
Legal and Insurance
So much has happened so quickly in today's convoluted and uncertain world that it is difficult to fully analyze and digest the vast number of issues relating to property rights and individual liberties that surface on a daily basis. Let's Talk.
Mark Murakami, Esq., CRE
Damon Key Leong Kupchak Hastert
Mikaela Rivera, CRE
Waas Campbell Rivera Johnson & Velasquez LLP
Elizabeth Berthelette, CRE
Director of Research
Doug Prickett, CRE
Senior Managing Director
Transwestern Investment Group
Prop Tech and Technology
Demetrios Louziotis, Jr., CRE
Partner, Pavonis Group
Judith Amoils, CRE
President, Thinking Strategy: New Paradigms, Inc.
SALT: State and Local Taxes
State and Local Taxes – The increased sophistication in the valuation of real estate for property tax purposes has evolved over the years as SALT professionals recognized the taxing jurisdictions’ methodology of assessing real estate did not segregate the additional assets inherent to the value of the entire property and necessary for business operations. These additional assets include Business Personal Property (machinery, equipment & inventory) as well as intangible (not taxable under property tax) assets including Brand Value, Workforce in Place, third party leases for auxiliary services, etc.
The Counselors of Real Estate SALT SIG has taken the lead in property tax education with guest speakers analyzing recent cases and discussing new approaches the property tax appeals. We have also been strong advocates for change within the industry and the courts to standardize the definition of the taxable interest being assessed.
Todd Jones, CRE
Anne Joyner Sheehan, CRE
Chief Executive Officer, Real Property Tax Advisors
In this unusual time, how do you appraise commercial real estate properties? A new set of assumptions have emerged - and uncertainties abound. What will be the (new) normal now and in the future?
Anthony Graziano, CRE
CEO, Integra Realty Resources
Robby Tandjung, CRE
Executive Vice President, Altus Group