Texas Net Lease & 1031 Summit
Wednesday, December 11, 2019
12:00 PM – 5:00 PM Program
The Westin Galleria Dallas
13340 Dallas Pkwy, Dallas, Texas 75240, USA

12:00 PM Registration & Networking

12:30 PM Welcome and Opening Remarks

12:35 PM Important Legal & Tax Updates for Tax Deferred Transactions 
Greg Lehrmann, North Texas Division Manager/VP, Asset Preservation, Inc.
David Fisher, Founder, Creative RE Strategies 
Joe Nugent, President/CEO, Effective 1031 Planning
Brandon Balkman, Senior Vice President, Orchard Securities
• Understanding the 1031 structure and timeline to execute
• Why consider doing a 1031? 
• UPRIET’s & other tax deferred strategies 
• 1031 Legislation –where are we headed? 
• How crowd funding is impacting the Real Estate Industry
• Emerging 1031 Strategies for Real Estate Investors
• How do opportunity zone deals work with 1031 and Net Lease Investments? 
• Seller representations and warranties
• Deeper Due Diligence
• Important elements in your loan documentation
• Important regulatory updates

1:45 PM Networking Break

1:55 PM Current Net Lease Market in the Texas and around the United States 
Moderator: Vincent Knipp, Senior Managing Director, Investments, Marcus & Millichap
Brad Motley, Partner, Trinity REIS
Emily Crockett, COO, Vaquero Ventures
Gavin Kam, Partner, Net Realty Advisors
Doug Colquitt, CEO, STNL Real Estate
Richard Hurd, President, Hurd Real Estate Services
• Who is the hot credit tenant right now? 
• Can you find opportunity in local or limited credit tenants? 
• How to price quality low-risk deals and retain some resale value 
• Current CAP rates.  Are CAP rates changing? 
• NNN Market Update – Recent deals and activity
• Which states are better for net lease? 
• Which Tenants are emerging / growing nationally? 
• Financing net lease properties 
• Are there non-recourse financing options for net lease properties? If so, what are the terms? 
• Lease Review – which items are net and which are the Landlord’s responsibility? 
• Understanding lease renewal options from Landlord and Tenant Perspectives? 
• Tenant Credit – is the Tenant on the hook and what is that worth? 
 
3:10 PM Networking Break
 
3:20 PM Emerging Trends for 1031 Investors & Elevating Investor Options 
Craig Brown, Senior Vice President, Regional Manager, IPX1031
Alfred Teran, Vice President Sales, JBL Royalty Company
Jay Young, CEO, King Operating Corporation
Jay Dobbs, Senior Managing Partner, Effective 1031 Planning
• UPREIT strategies in lieu of a 1031
• Delaware Statutory Trusts (DST) as replacement property
• Oil and Gas investments as replacement property. 
• How to evaluate sponsors and their 1031 solutions for investors.
• Other emerging 1031 solutions for investors
• Sale leasebacks; what are the advantages for business owners? 
• Other emerging 1031 solutions for investors 

4:30 PM Cocktails & Hors d’oeuvres

5:00 PM Adjourn