JW Marriott Desert Ridge Resort & Spa
No Address Phoenix AZ No Postalcode
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)

    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
    Glenn Cohen, EVP, CFO & Treasurer, Kimco Realty Corporation
    Ian Kaufman, SVP & CAO, Equity Residential
    Stephen Theriot, CFO, Vornado Realty Trust

    Keri Shea, SVP-Finance & Treasurer, AvalonBay Communities, Inc.

    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
    Jeffrey Clark, SVP-Tax & JV Accounting, Host Hotels & Resorts
    Rohn Grazer, Managing Director-Tax, Prologis
    Brian Wood, SVP & Chief Tax Officer, Ventas

    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

    Sheldon Groner, EVP-Finance & Operations, NAREIT

    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

    Sam Melehani, Tax Partner, PwC

    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

    Steven Wechsler, President & CEO, NAREIT

    Mark Decker, Jr., Managing Director & Head-the U.S. Real Estate, Lodging & Leisure Group, BMO Capital Markets

    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

    Shirley Goza, General Counsel-Legal, QTS Realty Trust, Inc.

    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

    Michael Stauffer, VP-Taxes, Kilroy Realty Corporation

    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

    Mark Denien, EVP & CFO, Duke Realty Corporation

    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
    David Bonser, Head-Equity & US Debt Capital Markets, Hogan Lovells

    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
    Adam Cohen, Executive Director-Tax, W. P. Carey Inc.

    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
    Andrew Corsini, Partner, KPMG LLP

    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
    Kathleen Courtis, SVP, General Growth Properties, Inc.

    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
    Michelle Malkin

    Kirsten Powers
    Kirsten Powers

    Breakfast General Session


    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
    George Yungmann, SVP-Financial Standards, NAREIT

    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
    • Sovereign wealth funds as co-investors
    • Fund/alternative investment vehicle (“AIV”) investments
    Cristina Arumi, Partner, EY

    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
    Christopher Dubrowski, Partner, Deloitte LLP

    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
    David Slotkin, Partner, Morrison & Foerster LLP

    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

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

    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

    Serving: Breakfast & Lunch
    Dress attire: Casual

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

    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.

    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.

    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

    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

  • 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

  • Register Now

  • 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

  • Sourcebook 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


    SEARCH: iTunes and Google Play for REITWise 2015


    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.