March 31 - April 2

JW Marriott Desert Ridge Resort & SpaPhoenix, AZ

REITWise 2015

Registration Is Open! Register NOW

Hotel Information / Schedule / Prices & Policies / Questions?

REITWise 2015^®: NAREIT's Law, Accounting & Finance Conference^® provides attendees with a broad, yet focused educational program that presents a clear picture of current political, economic and market events that impact legal, financial, tax and accounting operations within REITs and publicly traded real estate companies.

REITWise is being held March 31 – April 2, 2015, at the JW Marriott Desert Ridge Resort & Spa in Phoenix, AZ.

REITWise 2015 Evaluation

Detailed Schedule

Monday, March 30
3:00pm – 5:00pm	Registration Opens
Tuesday, March 31
7:30am – 6:30pm	Registration
7:30am – 6:30pm	Networking Room
8:00am – 11:15am	Best Financial Practices Council (by invitation only)
9:30am – 1:00pm	Tax Director Meeting & Luncheon (by invitation only)
11:30am – 1:00pm	Senior Financial Officer Luncheon (by invitation only) Speaker: Adam Thomas, Principal, Deloitte LLP
11:30am – 1:00pm	General Counsel Luncheon (by invitation only)
1:15pm – 2:45pm	Accounting Committee* FASB Leases project FASB Revenue from Contracts with Customers standard FASB Consolidation standard FASB Clarifying the Definition of a Business project NAREIT FFO Reporting update Co-Chairs: Glenn Cohen, EVP, CFO & Treasurer, Kimco Realty Corporation Ian Kaufman, SVP & CAO, Equity Residential Stephen Theriot, CFO, Vornado Realty Trust Moderator: Keri Shea, SVP-Finance & Treasurer, AvalonBay Communities, Inc. Panelists: Kimber Bascom, Partner, KPMG LLP Christopher Drula, VP-Financial Standards, NAREIT Mark Mahar, Partner, EY Julie Valpey, Partner, BDO USA, LLP
3:00pm – 4:30pm	Government Relations Committee* Treasury Department and IRS officials' presentations FIRPTA and tax reform legislative developments OECD/BEPS update Alternative Investment Fund Managers Directive Co-Chairs: Jeffrey Clark, SVP-Tax & JV Accounting, Host Hotels & Resorts Rohn Grazer, Managing Director-Tax, Prologis Brian Wood, SVP & Chief Tax Officer, Ventas Panelists: Julanne Allen, Assistant to Branch Chief-FI&P, IRS Dara Bernstein, Sr. Tax Counsel, NAREIT Tony Edwards, EVP & General Counsel, NAREIT Andrea Hoffenson, Branch Chief-FI&P, IRS Michael Novey, Associate Tax Legislative Counsel, Office of Tax Policy, U.S. Treasury Department
4:30pm – 6:00pm	Insurance Committee* Cyber liability insurance Soft insurance markets/excess capacity Interactive Discussion: Key risk areas affecting REITs Terrorism Risk Insurance Act (TRIA) NAREIT's D&O Insurance Program Chair & Discussion Leader: Michael Horvath, SVP-Risk Management, Simon Properties Moderator: Sheldon Groner, EVP-Finance & Operations, NAREIT Panelists: James Blinn, EVP & Global Project Manager, Advisen Michael Chu, VP & National Practice Leader-REITs, Arch Insurance Group Inc. Joseph Downey, SVP, Willis Tony Edwards, EVP & General Counsel, NAREIT Melissa Lishner, Director, Crystal & Co. Jeffrey Zaffino, Underwriting Manager, Arch Insurance Group Inc.
4:30pm – 6:00pm	State & Local Tax Subcommittee* Key state developments: NY, CA, HI, PA, TN, and others Trends in combined reporting, nexus, and tax base Allocation and apportionment developments Moderator: Sam Melehani, Tax Partner, PwC Panelists: Thomas Bone, VP-Tax, Crown Castle International Corp. Theresa Esparza, VP-Tax, Spirit Realty Capital Joseph Gurney, Director, Deloitte LLP Sean Kanousis, Principle, PwC Michele Randall, Tax Partner, EY
6:00pm – 7:30pm	Opening Reception
*Open to all REITWise Registrants
Wednesday, April 1
7:30am – 4:00pm	Registration
7:30am – 4:00pm	Networking Room
7:30am – 9:00am	Networking Breakfast Buffet
8:00am – 9:30am	General Session: State of the Capital Markets Asset bubble on the horizon? M&A: Full steam ahead? Coming privatizations? Credit landscape How the end of QE3 impacts the economy and REITs Welcome: Steven Wechsler, President & CEO, NAREIT Moderator: Mark Decker, Jr., Managing Director & Head-the U.S. Real Estate, Lodging & Leisure Group, BMO Capital Markets Panelists: Joel Beam, VP & Portfolio Manager, Forward Management Daniel Heberle, Principal, Keybank Sheila McGrath, Managing Director, Evercore Partners Christopher Volk, President & CEO, STORE Capital Corporation
9:30am – 9:45am	Networking Break
9:45am – 11:00am	Concurrent Session 1: General Counsels' Agenda In-house as gatekeepers Governance, risk and compliance in 2015 Crisis management plans Enforcement issues Dodd-Frank clawback rules Moderator: Shirley Goza, General Counsel-Legal, QTS Realty Trust, Inc. Panelists: Daniel Adams, Partner, Goodwin Procter LLP Frank Burt, SVP & General Counsel, Boston Properties, Inc. Elizabeth Sacksteder, Partner, Paul Weiss
9:45am – 11:00am	Concurrent Session 2: REIT Tax Potpourri Defining customary services Pitfalls of “baby REITs” Transfer pricing update Practical Issues Moderator: Michael Stauffer, VP-Taxes, Kilroy Realty Corporation Panelists: Nabil Andrawis, EVP & Director-Taxation, Lexington Realty Trust Adam Handler, Principal, PwC Ross Wehman, VP-Tax, Camden Property Trust Jennifer Weiss, Shareholder, Greenberg Traurig
9:45am – 11:00am	Concurrent Session 3: Key Drivers Impacting a REIT's Stock Price Impact of NAV models Importance of FFO and AFFO growth forecasts Dividends: Grow versus retain for reinvestment Impact of leverage “Intangibles” such as management team value add Moderator: Mark Denien, EVP & CFO, Duke Realty Corporation Panelists: Scott Eisen, Managing Director, Citi Douglas Funke, Managing Director & Global Portfolio Manager, Forum Securities Ltd. Lukas Hartwich, Analyst, Green Street Advisors
9:45am – 11:00am	Concurrent Session 4: Roundtables *Public Non-Listed REITs* Preparing for new customer statement rule Liquidity events DOL fiduciary standard rule Becoming a PNLR Moving from PNLR to Publicly Traded space Discussion Leaders: Peter Fass, Partner, Proskauer Sharon Kroupa, Partner, Venable LLP Kevin Shields, Chairman & CEO, Griffin Capital Essential Asset REIT Inc. *Mortgage REITs* Agency REITs moving into other debt and equity investments FHFA membership rule GSE reform Discussion Leaders: Jack DeCicco, CFO, Annaly Commercial Real Estate Group Inc. Phillip Reinsch, EVP, CFO & Secretary, Capstead Mortgage Corporation
11:00am – 11:15am	Networking Break
11:15am – 12:30pm	Concurrent Session 1: Communications Issues for REITs - Analysts, Investors and Social Media Guiding corporate communications strategies Disclosure issues REITs and Reg FD Emerging growth company filings and other JOBS Act issues Moderator: David Bonser, Head-Equity & US Debt Capital Markets, Hogan Lovells Panelists: J. Gerard Cummins, Partner, Sidley Austin LLP Julian Kleindorfer, Partner, Latham & Watkins LLP Kay Tidwell, EVP & General Counsel, Hudson Pacific Properties, Inc.
11:15am – 12:30pm	Concurrent Session 2: Still More REIT Tax Issues Tax due diligence leading practices Managing built-in gains Internal controls in the tax function Moderator: Adam Cohen, Executive Director-Tax, W. P. Carey Inc. Panelists: Lynn Kawaminami, Partner-Tax, Deloitte LLP Roger Laty, VP-Tax, UDR, Inc. Courtney Sargent, Sr. Manager, PwC Steven Szymanski, SVP-Tax, American Tower Corporation
11:15am – 12:30pm	Concurrent Session 3: Roundtables *Treasurers' Circle* Hedging – interest rate and FX Acquisition integration Leveraging technology to drive efficiency Capital raises – ATM, equity, or hybrid solutions Debt capital markets/rating agencies: managing your agency interactions and your rating Discussion Leader: Susan Eberly, Assistant Treasurer, Inland Real Estate Corporation Michael Smith, VP-Treasury, Ventas, Inc. Leah Stearns, VP-Investor Relations & Treasurer, American Tower Corporation *Office/Mixed Use REITs* Impact of technology Supply/demand equation Evolution of tenant space needs ATM disclosure Discussion Leaders: Pamela Roper, SVP, General Counsel & Corporate Secretary, Cousins Properties Inc. Tyler Rose, EVP & CFO, Kilroy Realty Corporation
12:30pm – 12:45pm	Networking Break
12:45pm – 2:30pm Kerry Vandell	Lunch General Session - Discussion of the Current and Future Real Estate Markets Speaker: Kerry Vandell, Director-Center for Real Estate, University of California-Irvine
2:30pm – 2:45pm	Networking Break
2:45pm – 4:00pm	Concurrent Session 1: Financial Instruments Developments Recognition and measurement Credit impairment Hedging Moderator: Andrew Corsini, Partner, KPMG LLP Panelists: Steven Broadwater, SVP & CAO, Simon Property Group, Inc. Daniel Gentzel, Managing Director, Chatham Financial Serena Wolfe, Partner, EY Steven Yarad, CFO, MFA Financial, Inc.
2:45pm – 4:00pm	Concurrent Session 2: Partnership Tax Issues Encountered by REITs LTIPs Disguised sale and liability allocations Mergers and Divisions Preferential interests Moderator: Kathleen Courtis, SVP, General Growth Properties, Inc. Panelists: Steven Adler, VP-Taxation, Acadia Realty Trust Terence Cuff, Of Counsel, Loeb & Loeb LLP Richard Lipton, Partner, Baker & McKenzie, LLP Craig Schultz, SVP-Strategic Finance & Tax, DDR Corp.
2:45pm – 4:00pm	Concurrent Session 3: Roundtables *Human Resources* Fostering leadership Mentoring/motivating staff Compensation issues Discussion Leaders: Denise Dank, SVP-Chief HR Officer, Duke Realty Corporation Ellen Jacobs, SVP-Corporate Services, Digital Realty *Timber REITs* Legislative/tax reform proposals IRS audit issues Promoting wood products in the sustainability context Transactions with conservation groups Discussion Leaders: Daniel McKeithen, Partner, Sutherland Paul Stamnes, VP-Tax, Plum Creek Timber Company, Inc.
4:00pm – 5:00pm	Happy Hour
Thursday, April 2
7:30am – 12:15pm	Registration
7:30am – 12:15pm	Networking Room
8:00am – 9:15am Michelle Malkin Kirsten Powers	Breakfast General Session Speakers: Michelle Malkin, Fox News contributor and syndicated columnist Kirsten Powers, USA Today, Newsweek and The Daily Beast
9:15am – 9:30am	Networking Break
9:30am – 10:45am	Concurrent Session 1: NOI/FFO as GAAP Metrics - A Possibility? Dialogue on FASB’s project Relation to non-GAAP metrics like NOI and FFO Moderator: George Yungmann, SVP-Financial Standards, NAREIT Panelists: Marc Siegel, Board Member, Financial Accounting Standards Board David Smetana, Managing Director, Morgan Stanley
9:30am – 10:45am	Concurrent Session 2: Tax Issues Arising from Inbound Investments into U.S. REITs FIRPTA, FIRPTA, FIRPTA! Sovereign wealth funds as co-investors Fund/alternative investment vehicle (“AIV”) investments Moderator: Cristina Arumi, Partner, EY Panelists: James Croker, Partner, Alston & Bird LLP Rohn Grazer, Managing Director-Tax, Prologis, Inc. Ameek Ponda, Partner & Director-Tax Department, Sullivan & Worcester LLP
9:30am – 10:45am	Concurrent Session 3: Roundtables *Retail REITs* Shopper experience Evolution of enclosed malls Small buildings What will the industry look like in 10 years? Discussion Leader: Jeffery Curry, Chief Legal Officer, CBL & Associates Properties, Inc. Robert McCadden, EVP & CFO, Pennsylvania Real Estate Investment Trust Farzana Mitchell, EVP, CFO & Treasurer, CBL & Associates Properties, Inc. *Sustainability Developments* Investor relations – benchmarks and certification (CDP, GRESB) Growing legislation- reporting and disclosures (Energy Star, LEED), what is the future? Green bonds, PACE and other financing options Discussion Leaders: Jeffrey Bedell, VP-Sustainability, Macerich Jody Clark, VP, Hannon Armstrong Sustainable Infrastructure Capital, Inc. Marla Thalheimer, Director-Sustainability, Liberty Property Trust
10:45am – 11:00am	Networking Break
11:00am – 12:15pm	Concurrent Session 1: SEC Financial Reporting Issues SEC “report card” of 2014 REIT reporting and preview of 2014 10K reviews FASB projects PCAOB initiatives Moderator: Christopher Dubrowski, Partner, Deloitte LLP Panelists: Sonia Barros, Assistant Director-Division of Corporation Finance, Securities & Exchange Commission John Gottfried, Partner, PwC Ian Kaufman, SVP & CAO, Equity Residential Kirk Rogers, Partner, Grant Thornton LLP
11:00am – 12:15pm	Concurrent Session 2: Shareholder Activism and REIT M&A Development of shareholder activism in the REIT space, nature of activists and tactics Activism prevention and defensive strategies Board and management considerations in weighing governance vs. defense M&A—macros trends, process issues and recent issues/developments Moderator: David Slotkin, Partner, Morrison & Foerster LLP Panelists: Donald Hammett, Partner, Dentons US LLP Lauren Prevost, Partner, Morris, Manning & Martin LLP Jordan Ritter, SVP & General Counsel, Essex Property Trust, Inc. Anthony Rothermel, Partner, King & Spalding
11:00am – 12:15pm	Concurrent Session 3: Roundtable *Cybersecurity* Preparing for cyberwar Best practices Use of outside consultants Internal education Discussion Leaders: Anthony Buffomante, Principal, KPMG LLP Kurt Manske, VP-Compliance & Corporate Information Technology, QTS Realty Trust, Inc. Heidi Roth, EVP, CAO & Controller, Kilroy Realty Corporation
12:15pm	Program Concludes

Sourcebook

The REITWise® Sourcebook is available in a complimentary downloadable format on NAREIT's Web site for registered attendees by clicking here.

If you are having difficulty logging in to the REITWise Sourcebook, please feel free to contact Member Services at WebSupport@REIT.com.

This Sourcebook is provided as a benefit to REITWise® attendees and purchasers of the Sourcebook only. Permission is granted to registered REITWise attendees and REITWise Sourcebook purchasers to download the Sourcebook materials for their personal use. Sharing Sourcebook access information or downloading Sourcebook materials to forward or provide copies to others is prohibited.

If you did not attend REITWise® the Sourcebook materials are available for purchase here.

If you have any questions regarding the REITWise Sourcebook, please feel free to contact websupport@reit.com or (202) 739-9400.

Hotel and Destination Information

JW Marriott Desert Ridge Resort & Spa
5350 Marriott Drive
Phoenix, AZ 85054
Phone: 480-293-5000
* Please note this is the link to JW Marriott Desert Ridge Resort & Spa website. This is NOT the link to reserve your hotel room at the NAREIT group rate. You must first register for REITWise 2015^® in order to book your hotel room. After your registration is confirmed, you will receive a confirmation e-mail that will contain the hotel reservation link

NAREIT Room Rate
$335.00 Guest Rooms (Single/Double Occupancy)
$435.00 Junior Suites

Hotel Cancellation Policy
NAREIT requires a one night, non-refundable deposit paid to the hotel at time of reservation. Cancellation of additional room nights (not the entire reservation) without penalty requires notice 72 hours prior to arrival, otherwise additional room and tax penalties may apply and will be charged to the credit card on file.

Any changes to your hotel reservation may be done on the hotel room block site up until 72 hours prior to arrival or by emailing lacey@stagedrightevents.com. All change requests are subject to room availability. Please do not call the hotel directly.

NOTE: Hotel reservations at the group rate are subject to availability after Friday, February 27, 2015.

Standard Room Amenities
Private balconies or patios with garden or area views
High-speed internet, refrigerator, cordless phones, and coffee-maker in all rooms and suites
Luxurious pure-white bedding, Archive bath products and HDTVs
Climate control panels for personalized comfort
All rooms and suites are smoke-free
In-room safes

Dining
Stonegrill
Serving: Breakfast, Lunch & Dinner
Dress attire: Smart Casual

Twenty6
Serving: Snacks & Light Fare
Dress attire: Smart Casual

Meritage Steakhouse at Wildfire Golf Club
Serving: Lunch & Dinner
Dress attire: Casual

Roy's Pacific Rim
Serving: Dinner
Dress attire: Casual

Revive Spa Bistro
Serving: Breakfast & Lunch
Dress attire: Casual

Just a Splash Bar & Grill
Serving: Lunch
Dress attire: Casual

Starbuck's
Serving: Breakfast & Lunch
Dress attire: Casual

Spa
Revive Spa
For information or reservations, please call (480) 293-3700 or visit Revive Spa online.

Golf
Wildfire Golf Club
Wildfire Golf Club features two 18-hole championship golf courses designed by Arnold Palmer & Nick Faldo; For more information, please call (888) 705-7775 or visit Wildfire Golf Club online.

Fitness
JW Marriott Desert Ridge Resort & Spa also features various fitness activities, including two fitness centers, multiple pools, a lazy river, as well as tennis. For more infomration, please visit Fitness online.

Parking
Self parking fee: Complimentary (for overnight resort guests)
On-site parking fee: $10.00 daily (for non-overnight resort guests)
Valet parking fee: $27.00 daily
Reduced valet parking fee (with paid resort fee): $17.00 daily

Pets
JW Marriott Desert Ridge Resort & Spa does not allow pets.

Airport Information
Phoenix Sky Harbor International Airport
Distance from hotel: 22 miles
Drive Time: 30 minutes

Scottsdale Municipal Airport
Distance from hotel: 6 miles
Drive Time: 15 min

Phoenix Deer Valley Airport
Distance from hotel: 7.1 miles
Drive Time: 15 minutes
Session Webcasts

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Password (Passwords are case-sensitive) *
Webcasts

Click here to login and view webcasts of sessions from REITWise 2015.

NOTE: To view the session webscasts, you must be a registered REITWise 2015 attendee or purchase the webcasts using the online order form here.
Education

CPE/CLE Information

Up to 19.5 hours of CPE credits are available

Up to 17.75 hours of CLE credits are available*
*Note: Available credit hours vary state to state.

NAREIT is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, through its website: www.learningmarket.org.

NAREIT is a registered public accountant continuing education sponsor with the Illinois Department of Professional Regulation. NAREIT follows CE regulations as outlined in the California Accountancy Act. Up to 19.5 credits may be earned at REITWise 2015®: NAREIT's Law, Accounting & Finance Conference. This conference is an intermediate level course geared toward the legal and accounting fields. No advance preparation is required for this course.

For more information regarding administrative policies such as complaint and refund, please contact Afia Boone at aboone@nareit.com or 202-739-9433.

Prices & Policies

Registration Pricing
Registration fees include all educational sessions, the opening reception, refreshment breaks and meal functions.

Registration Fees	On or Before February 27, 2015	After February 27, 2015
Corporate Member*	$1,045	$1,145
Individual Member	$1,345	$1,445
Tax Exempt Member	$600	$700
Non-Member**	$2,045	$2,145

Optional Spouse Registration Fees
Full Spouse Registration Includes Opening Reception, access to Networking Room and all meal functions	$275	$275
Spouse Ticket for only the Tuesday Opening Reception	$110	$110

*Employees of a REIT or public real estate operating company (or its sponsor) that is a NAREIT member.

**Employees and Officers of REITs (or their sponsors) that are not members of NAREIT may NOT attend this meeting as Non-Members. The REIT must be a NAREIT member.

NOTE: The NAREIT room block is currently sold out. Once you have registered for the REITWise conference, please contact our housing consultants for assistance with booking a nearby hotel. The contact information will be listed in your registration confirmation email.

Conference Cancellation Policy
All cancellations must be received in writing to Afia Boone at aboone@nareit.com. Full conference refunds will be issued for cancellations received prior to Friday, February 27, 2015, less a $100 processing fee.

No refunds will be granted after Friday, February 27, 2015.

Hotel Cancellation Policy
NAREIT requires a one night, non-refundable deposit paid to the hotel at time of reservation. Cancellation of additional room nights (not the entire reservation) without penalty requires notice 72 hours prior to arrival, otherwise additional room and tax penalties may apply and will be charged to the credit card on file.

Any changes to your hotel reservation may be done on the hotel room block site up until 72 hours prior to arrival or by emailing lacey@stagedrightevents.com. All change requests are subject to room availability. Please do not call the hotel directly.

NOTE: Hotel reservations are due no later than Friday, February 27, 2015, to receive the NAREIT group rate (pending availability).

Full Attendee Roster

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Register Now

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Current Sponsors
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Attendee Roster

To view the REITWise 2015 Attendee Roster, please click the link below which will take you to a login screen. Once you are logged in, the REITWise 2015 Attendee Roster will appear containing the name and company for all individuals registered to attend REITWise 2015. If you do not have a user name and password, you can create a new account at which time you will be able to view the Roster.

REITWise 2015 Attendee Roster
Sourcebook 2014: Date and Time

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Password (Passwords are case-sensitive) *
Sourcebook 2015

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Mobile App
ANNOUNCING THE REITWise 2015 MOBILE APP!

Stay organized and keep informed of any last-minute changes during REITWise by downloading the new 2015 REITWise mobile app to your smartphone or tablet device.

Developed specifically to keep you on schedule and informed before, during and after the conference, the REITWise mobile app enables you to:

Create a Custom schedule from multiple tracks, and sync your agenda to multiple devices right from the conference app.

Browse speakers and bookmark sessions.

Interactively locate meeting rooms on the map or right from event listings.

Reference all kinds of helpful local area resources.

If you set up a profile within the app, you can network with fellow attendees through the Friends feature, send direct messages, establish app friendships, and share schedules.

Access social media to keep up on all the buzz surrounding REITs and REITWise, and much, much more.

View photos in the photo gallery taken during the event.

And remain informed of any last-minute changes and alerts onsite.

Download the App now

OR

SEARCH: iTunes and Google Play for REITWise 2015

SCAN:

For all other web-enabled devices, including those listed above and Blackberry, enter m.core-apps.com/reitwise2015 to be automatically directed to the proper download version for your phone.

Should you have any questions, please contact support@core-apps.com
Become a Sponsor
If you are interested in sponsoring REITWise 2015, please complete and submit the Sponsorship Interest Form

For sponsorship information, please contact Chris Flood, Vice President, Business Development at NAREIT at 202-739-9412 or cflood@nareit.com.
- See All Sponsors
- Sponsorship Opportunities
REITwise Archive
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  JW Marriott Desert Ridge Resort & Spa
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You are here

REITWise 2015

Registration Is Open! Register NOW

REITWise 2015 Evaluation

Detailed Schedule

Sourcebook

Hotel and Destination Information

Session Webcasts

Webcasts

Education

Prices & Policies

Full Attendee Roster

Register Now

Current Sponsors

Attendee Roster

Sourcebook 2014: Date and Time

Sourcebook 2015

Mobile App

Download the App now

Become a Sponsor

REITwise Archive

REITwise: 2018 Law, Accounting & Finance Conference

REITWise 2017

REITWise 2016

REITWise 2015