Marriott Marquis
Washington
D.C.
March 30 — April 1, 2016
Event description

REITWise Conference 2016 Banner

 

Onsite Program

 

Hotel Information  /  Schedule  /  Prices & Policies  /  Questions?

 

REITWise 2016®: 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 30 – April 1, 2016, at the Marriott Marquis Washington, DC.

 

 

Accordion Items
Accordion Item Content

 

 

 

Tuesday, March 29
3:00pm – 5:00pm Registration Opens
Wednesday, March 30
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 (Corporate members only)
11:30am – 1:00pm Senior Financial Officer Luncheon (Corporate members only)

Speaker:
Ettore Santucci, Partner, Goodwin Proctor LLP
11:30am – 1:00pm General Counsel Luncheon(Corporate members only)
1:15pm – 3:30pm Government Relations Committee*
  • PATH Act recap, technical corrections & regulatory issues
  • Partnership tax audits after the 2015 budget bill
  • Current legislative tax issues
  • Treasury/IRS project on Congregate Care Facilities
  • ILM 201606027: “Bad Boy” guarantees and partnership allocations
  • IRS perspectives
  • Accounting for income taxes

Co-Chairs:
Jeffrey Clark, SVP-Tax & JV Accounting, Host Hotels & Resorts, Inc.
Rohn Grazer, Managing Director-Tax, Prologis, Inc.
Brian Wood, SVP & CTO, Ventas, Inc.

Panelists:
Julanne Allen, Assistant to Branch Chief-FI&P, IRS
Cathy Barre, SVP, Policy & Politics, NAREIT
Dara Bernstein, VP & Sr. Tax Counsel, NAREIT
Paul Chambers, Partner-Tax, KPMG LLP
Jeffrey Clark, SVP-Tax & JV Accounting, Host Hotels & Resorts, Inc.
Tony Edwards, EVP & General Counsel, NAREIT
James Finnerty, SVP-Tax, Forest City Realty Trust, Inc.
Andrea Hoffenson, Branch Chief-FI&P, IRS
Joseph Howe, Partner, Arnold & Porter LLP
Richard Lipton, Partner, Baker & McKenzie, LLP
Jack Miller, VP-Tax Planning, Ventas, Inc.
Donald Susswein, Principal, Washington National Tax, RSM US LLP
 
3:00pm – 4:30pm Accounting Committee*
  • Update on SASB Standard Setting
  • State of Real Estate Non-GAAP Reporting
  • FASB financial performance reporting research project
  • FASB financial instruments – recognition and measurement standard
  • FASB financial instruments – credit losses standard

Co-Chairs:
Glenn Cohen, EVP-CFO & Treasurer, Kimco Realty Corporation
Keri Shea, SVP-Finance & Treasurer, AvalonBay Communities, Inc.
Stephen Theriot, CFO, Vornado Realty Trust

Moderator:
Christopher Drula, VP-Financial Standards, NAREIT

Panelists:
Daniel Goerlich, Director, PwC
Christopher Merchant, Partner, PwC
Thomas Riesenberg, Consultant, Sustainability Accounting Standards Board
Kirk Rogers, Partner, Grant Thornton LLP
George Yungmann, SVP-Financial Standards, NAREIT
4:30pm – 6:00pm Insurance Committee*
  • Open Carry Laws –What REITs Need to Know
  • Cyber Insurance – Where Are We? And What Lies Ahead?
  • National Flood Insurance Program–Legislative Update
  • NAREIT Directors & Officers Liability Insurance Program with Arch
Chair:
Michael Horvath, SVP-Risk Management, Simon Property Group, Inc.

Panelists:
Michael Chu, VP, Arch Insurance
Stephen Kelly, Associate Director, Crystal & Company
Victoria Rostow, SVP-Policy & Regulatory Affairs, NAREIT
James Schibuk, VP, Arch Insurance
Carey Venditti, Shareholder, Greenberg Traurig, LLP
Jeffrey Zaffino, Underwriting Manager, Arch Insurance
4:30pm – 6:00pm State & Local Tax Subcommittee*
  • State Implications of the PATH Act: FIRPTA, built-in gains period reduction, statutory conformity (U.S. REIT Act provisions)
  • Proposed Legislation: CA (Prop 13 and related issues); HI (DPD Repeal); PA; and other states
  • Proposed Regulations: CA (dividend sourcing)
  • Franchise Tax Developments: PA; TN; and MO

Co-Chairs:
Joseph Gurney, Director-Multistate Tax, Deloitte
Tracy Swearingen, SVP-Taxation, Duke Realty Corporation

Moderator:
Lisa Schmaltz, Director-Tax Accounting & REIT Compliance, Welltower, Inc.

Panelists:
Sean Kanousis, Principal, PwC
Scott Smith, Partner, BDO USA, LLP
Andrew VandenBrul, Partner-State & Local Tax, KPMG LLP
6:00pm – 7:30pm Opening Reception
*Open to all REITWise Registrants
Thursday, March 31
7:00am – 4:00pm Registration
7:00am – 4:00pm Networking Room
7:00am – 9:00am Networking Breakfast Buffet
8:00am – 9:30am General Session: State of the Capital Markets: End of the World (REM)
  • Cap rates and stock multiples as the Fed increases rates
  • Outlook for 2016 strategic activity - more privatizations or public-to-public deals?
  • Credit landscape
  • More listed REITs from private equity, PNLR liquidity events and new entrants?

Welcome:
Steven Wechsler, President & CEO, NAREIT

Moderator:
Neil Wolitzer, Managing Director, Goldman Sachs & Co.

Panelists:
Thomas Carr, Managing Partner, Federal Capital Partners
Ronald Dickerman, President & Founder, Madison International Realty
Michael Nash, Executive Chairman of the Board of Directors, Blackstone Mortgage Trust, Inc.
Sarah Wade, SVP & Sr. Research Analyst, Nuveen Asset Management
9:30am – 9:45am Networking Break
9:45am – 11:00am Concurrent Session 1: Fixing a Hole Where the REIT Fell In: Fixing a Hole (The Beatles)
  • Relief provisions in the real world
  • Re-electing REIT status after termination
  • Deficiency dividends
  • Closing agreements
  • Working through successor entity diligence, opinion, and liability issues

Moderator:
Craig Stern, EVP-Tax & Compliance, Vornado Realty Trust

Panelists:
Peter Genz, Partner-Tax, King & Spalding
Leslie Honig, Sr. Program Specialist, IRS
David Silber, Deputy Associate Chief Counsel, Financial Institutions & Products , Internal Revenue Service
Dianne Umberger, Principal, EY
9:45am – 11:00am Concurrent Session 2: City of the Future: Somewhere Over the Rainbow (Israel Kamakawiwo’ole)
  • Impact of innovation and technology on real estate
  • How disruptive start-ups like Airbnb and Uber will change the face of real estate
  • Multi-platform retailing

Moderator:
Stephen Theriot, CFO, Vornado Realty Trust

Panelist:
Eamonn Kelly, CMO, Deloitte Consulting LLP
Anita Kramer, SVP Center for Capital Markets & Real Estate, Urban Land Institute
Jesse Tron, VP-Communications, International Council of Shopping Centers
9:45am – 11:00am Concurrent Session 3: The Future of Financial Reporting: When I’m Sixty-Four (The Beatles)
  • SEC strategic plan
  • FASB’s strategic plan
  • Market preferences for Non-GAAP metrics

Moderator:
George Yungmann, SVP-Financial Standards, NAREIT

Panelists:
Russell Golden, Chair, Financial Accounting Standards Board
Wesley Bricker, Deputy Chief Accountant, U.S. Securities and Exchange Commission
9:45am – 11:00am Concurrent Session 4: Housing Finance Potpourri: Ka-Ching! (Shania Twain)
  • Private label securities
  • FHLB membership
  • GSE reform after 2016?

Moderator:
Daniel Grattan, VP, Annaly Capital Management, Inc.

Panelists:
Christopher Brown, Staff to Representative Blaine Luetkemeyer, U.S. House of Representatives
Anne Canfield, President, Canfield & Associates, Inc.
Laurie Goodman, Director-Housing Finance Policy Center, Urban Institute
John von Seggern, President & CEO, Council of Federal Home Loan Banks
9:45am – 11:00am Concurrent Session 5: Timberland REIT Roundtable: Timber (Pitbull)
  • PATH Act changes impacting timberland REITs
  • Timberland REIT PLRs
  • Definition of real estate under tax reform
Discussion leaders:
Karen Balek, Sr. Director-Tax, Weyerhaeuser
Scott Winer, VP-Taxes, Rayonier Inc.
11:00am – 11:15am Networking Break
11:15am – 12:30pm Concurrent Session 1: State and Local Taxes: Salt (Liz Wright)
  • Optimal structures for state investment
  • State apportionment/market sourcing
  • Unitary/combined reporting issues, particularly for UPREITs
  • Indirect taxes: sales/use tax; Hawaii GET; TRS services; gross receipts, LLC fees; business fees; transfer taxes; LA gross receipts
  • Ongoing federal/state nonconformity issues (NOLs; CODI; depreciation)
  • Audit update
Moderator:
William DeKlerk, Sr. Director-Tax, Essex Property Trust

Panelists:
Darren Chesser, Director-Tax, RLJ Lodging Trust
Sam Melehani, Partner, PwC
Michele Randall, Partner-Tax, EY
11:15am – 12:30pm Concurrent Session 2: Governance: Elected (Alice Cooper)
  • Proxy issues: lessons learns and what to expect in 2017
  • ISS guidelines
  • Investor perspectives

Moderator:
Eric Kevorkian, SVP & Sr. Corporate Counsel, Boston Properties, Inc.

Panelist:
Donna Anderson, VP & Global Corporate Governance Analyst, T. Rowe Price Associates, Inc.
Zachary Oleksiuk, Head-Corporate Governance & Responsible Investment-Americas, Blackrock
Bruce Strohm, EVP & General Counsel, Equity Residential
11:15am – 12:30pm Concurrent Session 3: Tax Reform Debate: Take the Money and Run (Steve Miller Band)
  • Economic drivers for tax reform
  • Political dynamics
  • Possible paths toward reform

Moderator:
Cathy Barre, SVP-Policy & Politics, NAREIT

Panelists:
Kenneth Kies, Managing Director, The Federal Policy Group (former Chief of Staff, Joint Committee on Taxation)
Russell Sullivan, Partner, McGuire Woods (former Staff Director, Senate Finance Committee)
11:15am – 12:30pm Concurrent Session 4: Treasurer Takeaways: For The Love of Money (The O’Jays)
 
  • Managing through capital market volatility
  • Responding to discounted NAV valuations
  • Cybersecurity and other technology risks
Moderator:
Kelly Shiflett, VP-Finance & Treasurer-Capital Markets, Washington REIT

Panelist:
Gregory Andrews, CFO, CyrusOne Inc.
Finley Horner, VP-Treasury Sales, SunTrust Bank
Mark Wallace, CFO & Treasurer, Communications Sales & Leasing, Inc.
12:30pm – 12:45pm Networking Break
12:45pm – 2:30pm Lunch General Session: State of the Real Estate Markets: Our House (Crosby, Stills & Nash)

Speaker:
Spencer Levy, Americas Head of Research, CBRE


Spencer Levy
2:30pm – 2:45pm Networking Break
2:45pm – 4:00pm Concurrent Session 1: REIT Taxes All Around Us: Tax Man (The Beatles)
  • REIT and Operating Partnership M&A Issues
  • Can a REIT be a market leader with customary services?
  • Managing REIT risk in non-controlled JVs

Moderator:
Brian Wood, SVP & Chief Tax Officer, Ventas, Inc.

Panelists:
Michael Brody, Partner, Latham & Watkins
David Lee, Partner, KPMG LLP
Kathy Miller, SVP-Financial Services & Tax, Regency Centers Corporation
Andrew Needham, Partner, Cravath, Swaine & Moore
2:45pm – 4:00pm Concurrent Session 2: Public Non-listed REITs: The Middle (Jimmy Eat World)
  • Trailing commissions and life after FINRA Notice 15-02
  • DOL fiduciary rule
  • NASAA proposed limits on DPP investments
  • Best practices in computing NAVs for customer account statements

Moderator:
Rosemarie Thurston, Partner, Alston & Bird LLP

Panelists:
David Lazarus, Sr. Managing Director, Eastdil Secured
Ross Prindle, Managing Director, Duff & Phelps, LLC
Thomas Sittema, CEO & President, CNL Financial Group
2:45pm – 4:00pm Concurrent Session 3: SEC Legal Issues: Money (Pink Floyd) 
  • Comment letters and how best to respond
  • Clawback rule
  • Pay ratio compensation rule

Moderator:
Michael McTiernan, Partner, Hogan Lovells LLP

Panelists:
Sonia Barros, Assistant Director-Division of Corporation Finance, Securities and Exchange Commission
Judith Fryer, Shareholder, Greenberg Traurig, LLP
Jeffrey Miller, SVP, General Counsel & Secretary, Highwoods Properties, Inc.
David Roberts, Partner, Goodwin Procter LLP
2:45pm – 4:00pm Concurrent Session 4: PCAOB Issues: Who Are You (The Who) 
  • PCAOB Impact on Financial Executives
  • Latest developments in PCAOB Auditing Standard Setting
  • Center for Audit Quality initiatives
Moderator:
Lori Silverstein, VP & Controller, Boston Properties, Inc.

Panelists:
Robert Herz, Former Chair, Financial Accounting Standards Board
Catherine Nance, Sr. Director-Professional Practice, The Center for Audit Quality
Marc Panucci, Partner, PwC
Melanie Pinto, Director-Accounting Policy, Annaly Capital Management, Inc.
2:45pm – 4:00pm Concurrent Session 5: Due Diligence: Taking Care of Business (Bachman-Turner Overdrive) 
  • Pre-purchase assessments
  • Asset management and sustainment programs
  • Case studies

Moderator:
Steven Moore, Managing Director, KPMG LLP

Panelists:
Michael McGillis, Facility Assessor, Tetra Tech, Inc.
Baris Ipeker, VP-Investments & Legal Counsel, Federal Realty Investment Trust
Michael Rusche, Director-Asset Manager. EPR Properties
Friday, April 1
7:30am – 12:15pm Registration
7:30am – 12:15pm Networking Room
8:00am – 9:15am Breakfast General Session: Breakfast at Tiffany’s (Deep Blue Something)

Speakers:

E.J. Dionne, author, op-ed columnist for The Washington Post and Sr. Fellow, Brookings Institute
William Kristol, editor of The Weekly Standard and political analyst

           
E.J. Dionne         William Kristol
9:15am – 9:30am Networking Break
9:30am – 10:45am General Session: Privatization Primer - Re-learning the Lessons from the 2005-2007 Cycle: Get Ready (Temptations)
  • Market checks by REIT boards
  • Executive compensation and retention
  • Special UPREIT considerations
  • Strategic versus financial considerations

Moderator:
Alex Rubin, Managing Director, Moelis & Company

Panelists:
Dirk Aulabaugh, Managing Director-Consulting & Advisory, Green Street Advisors
Adam Emmerich, Partner, Wachtell, Lipton, Rosen & Katz
Jonathan Klassen, EVP & General Counsel, BioMed Realty Trust, Inc.
Ann McCormick, former EVP, General Counsel & Secretary, Home Properties, Inc.
10:45am – 11:00am Networking Break
11:00am – 12:15pm Concurrent Session 1: Financial Standards Update: I Don’t Want to Miss a Thing (Aerosmith)
  • Leases
  • Revenue from contracts with customers
  • Clarifying the definition of a business
  • Consolidation
Moderator:
Christopher Drula, VP-Financial Standards, NAREIT

Panelists:
Christopher Dubrowski, Partner, Deloitte LLP
Michelle Montes, Assurance Partner, EY
Keri Shea, SVP-Finance & Treasurer, AvalonBay Communities, Inc.
11:00am – 12:15pm Concurrent Session 2: REIT Tax Issues When You Arrive at Work: Every Day (Rascal Flatts)
  • Preferential Dividends Post PATH Act: Still Relevant
  • Impermissible Tenant Services Income
  • Managing Taxable Income: Accelerated Depreciation Post-PATH Act; Like Kind Exchanges; Repair Regulations; Etc.
  • Tax Automation: Monitoring REIT Compliance More Efficiently
Moderator: 
Carol Bradshaw, SVP-Tax, Westfield Corporation

Panelists:
Joshua Cox, VP-Tax, Tanger Factory Outlet Centers, Inc.
Mark Patterson, VP-Taxation, Duke Realty Corporation
Charles Temkin, Director, Deloitte LLP
11:00am – 12:15pm Concurrent Session 3: General Counsel Perspectives: Lawyers, Guns and Money (Warren Zevon)
  • Internal control issues (internal auditors, audit committee, cybersecurity challenges)
  • Interacting with the Board
  • Managing the legal department and coordinating with outside counsel

Moderator:
Jeffery Curry, CLO, CBL & Associates Properties, Inc.

Panelists:
Elizabeth Abdoo, EVP, General Counsel & Secretary, Host Hotels & Resorts, Inc.
James Hanks, Partner, Venable LLP
Pamela Roper, SVP-General Counsel & Corporate Secretary, Cousins Properties
George Schmidt, Member, Frost Brown Todd
12:15pm Program Concludes
Accordion Item Content

 

CPE/CLE Information

Conference educational and networking activities are open only to registered attendees. Your badge is proof of registration and is required for admission to all conference activities and functions. There is an RFID tracking chip in each badge that will be used to track your session attendance and duration.

Up to 19 hours of CPE credits are available

Up to 17 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 submitted 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 credits may be earned at REITWise 2016®: NAREIT's Law, Accounting & Finance Conference. This conference is an intermediate level course geared toward the tax, accounting, and special knowledge fields. The course presentation method is Group Live, and no advance preparation is required.

For more information regarding administrative policies such as complaint and refund, please contact Katelyn Rowland at krowland@nareit.com or 202-739-9443.

NASBACPE

Accordion Item Content
Accordion Item Content

 

View Faculty Biographies

 

8:00am – 11:15am           Best Financial Practices Council (by invitation only)

Luncheons

9:30am – 1:00pm           Tax Director Meeting & Luncheon (Corporate members only)

11:30am – 1:00pm           Senior Financial Officer Luncheon (Corporate members only)

11:30am – 1:00pm           General Counsel Luncheon  (Corporate members only)

 

Committee Meetings

Accounting Committee Meeting

  • State of Real Estate Non-GAAP Reporting
  • FASB financial performance reporting research project
  • FASB financial instruments – recognition and measurement standard
  • FASB financial instruments – credit losses standard

Panel Presentations and Supporting Materials

Government Relations Committee Meeting

  • PATH Act recap, technical corrections & regulatory issues
  • Partnership tax audits after the 2015 budget bill
  • Current legislative tax issues
  • Treasury/IRS project on Congregate Care Facilities
  • ILM 201606027: “Bad Boy” guarantees and partnership allocations
  • IRS perspectives
  • IRS officials presentations
  • Accounting for income taxes

Panel Presentations and Supporting Materials

Insurance Committee Meeting

  • Open Carry Laws –What REITs Need to Know
  • Cyber Insurance – Where Are We? And What Lies Ahead?
  • NAREIT Directors & Officers Liability Insurance Program with Arch

Panel Presentations and Supporting Materials

State & Local Tax Subcommittee Meeting

  • State Implications of the PATH Act: FIRPTA, built-in gains period reduction, statutory conformity (U.S. REIT Act provisions)
  • Proposed Legislation: CA (Prop 13 and related issues); HI (DPD Repeal); PA; and other states
  • Proposed Regulations: CA (dividend sourcing)
  • Franchise Tax Developments: PA; TN; and MO

Panel Presentations and Supporting Materials

 

Sessions

City of the Future

  • Impact of innovation and technology on real estate
  • How disruptive start-ups like Airbnb and Uber will change the face of real estate
  • Multi-platform retailing

Panel Presentations and Supporting Materials

Due Diligence

  • Pre-purchase assessments
  • Asset management and sustainment programs
  • Case studies

Panel Presentations and Supporting Materials

Financial Standards Update

  • Leases
  • Revenue from contracts with customers
  • Clarifying the definition of a business
  • Consolidation

Panel Presentations and Supporting Materials

Fixing a Hole Where the REIT Fell In

  • Relief provisions in the real world
  • Re-electing REIT status after termination
  • Deficiency dividends
  • Closing agreements
  • Working through successor entity diligence, opinion, and liability issues

Panel Presentations and Supporting Materials

General Counsel Perspectives

  • Internal control issues (internal auditors, audit committee, cybersecurity challenges)
  • Interacting with the Board
  • Managing the legal department and coordinating with outside counsel

Panel Presentations and Supporting Materials

Governance

  • Proxy issues: lessons learns and what to expect in 2017
  • ISS guidelines
  • Investor perspectives

Panel Presentations and Supporting Materials

Housing Finance Potpourri

  • Private label securities
  • FHLB membership
  • GSE reform after 2016?

Panel Presentations and Supporting Materials

Lunch General Session - State of the Real Estate Markets

Panel Presentations and Supporting Materials

PCAOB Issues

  • PCAOB Impact on Financial Executives
  • Latest developments in PCAOB Auditing Standard Setting
  • Center for Audit Quality initiatives

Panel Presentations and Supporting Materials

Public Non-Listed REITs

  • Trailing commissions and life after FINRA Notice 15-02
  • DOL fiduciary rule
  • NASAA proposed limits on DPP investments
  • Best practices in computing NAVs for customer account statements

Panel Presentations and Supporting Materials

Privatization Primer - Re-learning the Lessons from the 2005-07 Cycle

  • Market checks by REIT boards
  • Executive compensation and retention
  • Special UPREIT considerations
  • Strategic versus financial considerations

Panel Presentations and Supporting Materials

REIT Tax Issues When You Arrive at Work

  • Preferential Dividends Post PATH Act: Still Relevant
  • Impermissible Tenant Services Income
  • Managing Taxable Income: Accelerated Depreciation Post-PATH Act; Like Kind Exchanges; Repair Regulations; Etc.
  • Tax Automation: Monitoring REIT Compliance More Efficiently

Panel Presentations and Supporting Materials

REIT Taxes All Around Us

  • REIT and Operating Partnership M&A Issues
  • Can a REIT be a market leader with customary services?
  • Managing REIT risk in non-controlled JVs

Panel Presentations and Supporting Materials

SEC Legal Issues

  • Comment letters and how best to respond
  • Clawback rule
  • Pay ratio compensation rule

Panel Presentations and Supporting Materials

State and Local Taxes

  • Optimal structures for state investment
  • State apportionment/market sourcing
  • Unitary/combined reporting issues, particularly for UPREITs
  • Indirect taxes: sales/use tax; Hawaii GET; TRS services; gross receipts, LLC fees; business fees; transfer taxes; LA gross receipts
  • Ongoing federal/state nonconformity issues (NOLs; CODI; depreciation)
  • Audit update

Panel Presentations and Supporting Materials

State of the Capital Markets

  • Cap rates and stock multiples as the Fed increases rates
  • Outlook for 2016 strategic activity - more privatizations or public-to-public deals?
  • Credit landscape
  • More listed REITs from private equity, PNLR liquidity events and new entrants?

Panel Presentations and Supporting Materials

Tax Reform Debate

  • Economic drivers for tax reform
  • Political dynamics
  • Possible paths toward reform

Panel Presentations and Supporting Materials

The Future of Financial Reporting

  • SEC strategic plan
  • FASB’s strategic plan
  • Market preferences for Non-GAAP metrics

Panel Presentations and Supporting Materials

Treasurer Takeaways

  • Managing through capital market volatility
  • Responding to discounted NAV valuations
  • Cybersecurity and other technology risks

Panel Presentations and Supporting Materials

 

Roundtables

Timberland REIT Roundtable

  • PATH Act changes impacting timberland REITs
  • Timberland REIT PLRs
  • Definition of real estate under tax reform

Panel Presentations and Supporting Materials

 

View All Session Materials in a Single PDF

This Sourcebook is provided as a benefit to REITWiseTM 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.  To purchase access to the Sourcebook please contact Member Services at websupport@reit.com.

Accordion Item Content

 

 

 

Tuesday, March 29
3:00pm – 5:00pm Registration Opens
Wednesday, March 30
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)
11:30am – 1:00pm General Counsel Luncheon  (by invitation only)
1:15pm – 3:30pm Government Relations Committee*
3:00pm – 4:30pm Accounting Committee*
4:30pm – 6:00pm Insurance Committee*
4:30pm – 6:00pm State & Local Tax Subcommittee*
6:00pm – 7:30pm Opening Reception
*Open to all REITWise Registrants
Thursday, March 31
7:00am – 4:00pm Registration
7:00am – 4:00pm Networking Room
7:00am – 9:00am Networking Breakfast Buffet
8:00am – 9:30am General Session: State of the Capital Markets: End of the World (REM)
9:30am – 9:45am Networking Break
9:45am – 11:00am Concurrent Session 1: Fixing a Hole Where the REIT Fell In: Fixing a Hole (The Beatles)
9:45am – 11:00am Concurrent Session 2: City of the Future: Somewhere Over the Rainbow (Israel Kamakawiwo’ole)
9:45am – 11:00am Concurrent Session 3: The Future of Financial Reporting: When I’m Sixty-Four (The Beatles)
9:45am – 11:00am Concurrent Session 4: Housing Finance Potpourri: Ka-Ching! (Shania Twain)
9:45am – 11:00am Concurrent Session 5: Timberland REIT Roundtable: Timber (Pitbull)
11:00am – 11:15am Networking Break
11:15am – 12:30pm Concurrent Session 1: State and Local Taxes: Salt (Liz Wright)
11:15am – 12:30pm Concurrent Session 2: Governance: Elected (Alice Cooper)
11:15am – 12:30pm Concurrent Session 3: Tax Reform Debate: Take the Money and Run (Steve Miller Band)
11:15am – 12:30pm Concurrent Session 4: Treasurer Takeaways: For The Love of Money (The O’Jays)
12:30pm – 12:45pm Networking Break
12:45pm – 2:30pm Lunch General Session: State of the Real Estate Markets: Our House (Crosby, Stills & Nash)
2:30pm – 2:45pm Networking Break
2:45pm – 4:00pm Concurrent Session 1: REIT Taxes All Around Us: Tax Man (The Beatles)
2:45pm – 4:00pm Concurrent Session 2: Public Non-listed REITs: The Middle (Jimmy Eat World)
2:45pm – 4:00pm Concurrent Session 3: SEC Legal Issues: Money (Pink Floyd) 
2:45pm – 4:00pm Concurrent Session 4: PCAOB Issues: Who Are You (The Who) 
2:45pm – 4:00pm Concurrent Session 5: Due Diligence: Taking Care of Business (Bachman-Turner Overdrive) 
Friday, April 1
7:30am – 12:15pm Registration
7:30am – 12:15pm Networking Room
8:00am – 9:15am Breakfast General Session: Breakfast at Tiffany’s (Deep Blue Something)
9:15am – 9:30am Networking Break
9:30am – 10:45am General Session: Privatization Primer - Re-learning the Lessons from the 2005-07 Cycle: Get Ready (Temptations)
10:45am – 11:00am Networking Break
11:00am – 12:15pm Concurrent Session 1: Financial Standards Update: I Don’t Want to Miss a Thing (Aerosmith)
11:00am – 12:15pm Concurrent Session 2: REIT Tax Issues When You Arrive at Work: Every Day (Rascal Flatts)
11:00am – 12:15pm Concurrent Session 3: General Counsel Perspectives: Lawyers, Guns and Money (Warren Zevon)
12:15pm Program Concludes
Accordion Item Content

THE REITWise 2016 MOBILE APP IS NOW AVAILABLE!

Stay organized and keep informed of any last-minute changes during REITWise by downloading the 2016 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.
  • Browse speakers and bookmark sessions.
  • Interactively locate meeting rooms on the map or right from event listings.
  • If you set up a profile within the app, you can network with fellow attendees.
  • Access social media to keep up on all the buzz surrounding REITs and REITWise, and much, much more.
  • And remain informed of any last-minute changes and alerts onsite.

Download the App now

 

For all web-enabled devices, including those listed above, enter https://eventmobi.com/rws2016/ to be automatically directed to the proper download version for your phone. 

Should you have any questions, please contact websupport@nareit.com.

Accordion Item Content

 



Conference Registration

Katelyn Rowland
Director, Membership & Meetings
202-739-9443
krowland@nareit.com

Afia Nyarko Boone
Director, Membership & Meetings
202-739-9433
aboone@nareit.com

Hotel Reservations
Colette Harrington
Staged Right Events
954-404-8252
colette@stagedrightevents.com

Sponsorship
Chris Flood VP, Business Development
202-739-9412
cflood@nareit.com

Speakers
Katelyn Rowland
Director, Membership & Meetings
202-739-9443
krowland@nareit.com

Overall Conference Issues
Pam Coleman
VP, Meetings
202-739-9427
pcoleman@nareit.com

Accordion Item Content

Marriott Marquis Washington, DC

901 Massachusetts Avenue NW
Washington, DC 20001
Phone: 202-824-9200
* Please note this is the link to Marriott Marquis Washington, DC website. This is NOT the link to reserve your hotel room at the NAREIT group rate. You must first register for REITWise 2016® 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
$329.00 Standard Guest Room (Single Occupancy)
$339.00 Standard Guest Room (Double Occupancy)


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 Staged Right hotel room block site up until 72 hours prior to arrival or by emailing colette@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, March 4, 2016.

Standard Room Amenities
High-speed internet, cordless phones, and coffee-maker in all rooms and suites
Climate control panels for personalized comfort
Desk, writing / work, with ergonomic chair, and electrical outlet
In-room safes

Dining
Anthem
Serving: Breakfast & Lunch
Dress attire: Casual

The Dignitary
Serving: Cocktails & Dinner
Dress attire: Smart Casual

High Velocity
Serving: Lunch & Dinner
Dress attire: Casual

Starbucks
Serving: Coffee
Dress attire: Casual

Fitness
Washington Marriott Marquis also features an 8,000 sq ft bi-level complimentary fitness center. For more information, please visit Fitness online.

Parking 
Valet parking fee: $45.00 daily

Pets 
Washington Marriott Marquis does not allow pets.

Airport Information
Ronald Reagan Washington National Airport (DCA)
Distance from hotel: 5.2 miles 
Drive Time: 15 minutes

Washington Dulles International Airport (IAD)
Distance from hotel: 30 miles
Drive Time: 45 min

Baltimore–Washington International Airport (BWI)
Distance from hotel: 30 miles
Drive Time: 50 minutes

Accordion Item Content

 

Click here to login and view webcasts of sessions from REITWise 2016. 

NOTE: To view the session webscasts, you must be a registered REITWise 2016 attendee or purchase the webcasts using the online order form here.

Accordion Item Content

 

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

Registration Fees On or Before February 26, 2016    After February 26, 2016
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, Happy Hour, access to Networking Room and all meal functions
$275 $275
Spouse Ticket for only the Wednesday 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.

 

Conference Cancellation Policy
All cancellations must be received in writing to Katelyn Rowland at krowland@nareit.com. Full conference refunds will be issued for cancellations received prior to Friday, February 26, 2016, less a $100 processing fee.

No refunds will be granted after Friday, February 26, 2016.

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 Staged Right hotel room block site up until 72 hours prior to arrival or by emailing colette@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 26, 2016, to receive the NAREIT group rate (pending availability).

Accordion Item Content

  •  

    Now available! Opportunities are listed below. Should you be interested in securing one of these sponsorship opportunities, please complete the interest form. Click here. Upon receipt of your sponsorship interest form, a confirmation e-mail and contract will be prepared and sent to the sponsorship contact provided.

    Should you have any questions regarding these sponsorship opportunities, please to contact Chris Flood. Should you have questions concerning the online form or submission process, please contact Tracie Desjardins.

    REITWise 2016 will officially open on December 15. We encourage you to visit REIT.com at that time for additional meeting information. Sponsorships will be awarded to returning sponsors on first right of refusal basis and will be honored for forms received by Monday, December 21.

Accordion Item Content

 

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.