JW Marriott Hill Country
23808 Resort Pkwy San Antonio TX 78261
March 26 - 28
JW Marriott Hill CountrySan Antonio, TX

REITwise: 2019 Law, Accounting & Finance Conference

REITwise 2019®: 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 26 – 28, 2019, at the JW Marriott Hill Country in San Antonio, Texas.

  • Schedule



    Monday, March 25

    3:00 p.m. - 5:00 p.m. Registration

    Tuesday, March 26

    7:00 a.m. - 6:30 p.m. Registration
    7:00 a.m. - 6:15 p.m. Networking Room
    7:00 a.m. - 8:00 a.m. 5K Fun Run
    7:00 a.m. - 8:00 a.m. Yoga
    8:00 a.m. - 11:30 a.m. Best Financial Practices Council (invitation only)
    11:30 a.m. - 1:00 p.m. General Counsel Luncheon (Nareit corporate members only)
    11:30 a.m. - 1:00 p.m. Senior Financial Officer Luncheon (Nareit corporate members only)
    11:30 a.m. - 1:00 p.m. Tax Director's Luncheon (Nareit corporate members only)
    1:00 p.m. - 1:15 p.m. Networking Break
    1:15 p.m. - 2:45 p.m. Accounting Committee
    • Implementing the Leases standard
    • Implementing the credit loss model
    • Nareit’s FFO Restatement
    • IASB primary financial statements update

    Andrea Hoffenson, Branch Chief-FI&P, Internal Revenue Service

    2:45 p.m. - 3:00 p.m. Networking Break
    3:00 p.m. - 4:30 p.m. Government Relations Committee
    • Presentation by IRS Officials
    • “Short and distort” market manipulation
    • SEC Disclosure Effectiveness Initiative Update
    4:30 p.m. - 4:45 p.m. Networking Break
    4:45 p.m. - 6:15 p.m. Insurance Committee
    4:45 p.m. - 6:15 p.m. State & Local Tax Subcommittee
    • Hawaii anti-DPD legislation
    • California “split roll” ballot initiative
    • New Jersey combined reporting
    6:15 p.m. - 7:30 p.m.

    Opening Reception

    Wednesday, March 27

    7:00 a.m. - 4:00 p.m. Registration
    7:00 a.m. - 4:00 p.m. Networking Room
    7:00 a.m. - 9:00 a.m. Networking Breakfast
    8:00 a.m. - 9:30 a.m. General Session: State of the Capital Markets
    • Liquidity
    • Market behavior post-election
    • More privatizations and M&A?
    • Impact of higher interest rates
    • Trade policy uncertainty
    John Perkins, Head, Real Estate Investment Banking, RBC Capital Markets

    William Bayless, CEO, American Campus Communities, Inc.
    Mark Streeter, Managing Director, J.P. Morgan Chase & Co.
    Dan Teper, Managing Director, Brookfield Property Group
    9:30 a.m. - 9:45 a.m. Networking Break
    9:45 a.m. - 11:00 a.m. Concurrent Session 1: REIT Day-to-Day Tax Issues
    • Customary services/providing facilities
    • TRSs: transfer pricing, paymaster, dealer sales, etc.
    • Planning for NOLs post-tax reform
    • Short-term uses of office and multi-family space
    Kristin Myers, VP-Tax, Cousins Properties

    James Brock, Partner, Deloitte, LLP
    Donna Wagner, SVP, Tax, JBG SMITH
    9:45 a.m. - 11:00 a.m. Concurrent Session 2: SEC Legal and PCAOB Update
    • SEC comment letters
    • Recent SEC proposals
    • PCAOB update
    • Critical audit matters
    Kirk Rogers, Partner, RSM US LLP

    Christopher Park, Director, EisnerAmper LLP
    Adam Reuille, SVP & CAO, Simon Property Group, Inc.
    Angela Storm, Partner, KPMG LLP
    9:45 a.m. - 11:00 a.m. Concurrent Session 3: Data Analytics and Cyber Security
    • Annual training of work force
    • Trends in internal controls in identifying cyber security risk
    • Enterprise risk management
    • Complying with GDPR
    • Digital audits
    • Using AI to automate work flow processes
    Tara Marszewski, SVP & CFO, Brookfield Property Partners
    11:00 a.m. - 11:15 a.m. Networking Break
    11:15 a.m. - 12:30 p.m. Concurrent Session 1: Working with REIT Board Members
    • Best practices in engaging Board members
    • Different perspective of former investors and executives
    Diana Laing, Interim CFO, Alexander & Baldwin, Inc.

    Cydney Donnell, Director, Real Estate Programs, Texas A&M University-Mays Business School
    Mary Hogan-Preusse, Founder & Principal, Sturgis Partners LLC
    Douglas Pasquale, Non-Executive Chairman of the Board, Sunstone Hotel Investors
    Walter Rakowich, Director, Host Hotels & Resorts, Inc.
    11:15 a.m. - 12:30 p.m. Concurrent Session 2: Emerging Tax Issues for REITs
    • Post-tax reform like kind exchange planning
    • Planning for new section 163(j), the RPTOB election, and cost recovery changes
    • Practical uses of REIT savings clauses
    Mark Van Deusen, Principal, Deloitte LLP

    Adam Feuerstein, Principal, PwC
    Ashley Peeper, VP, Tax, Xenia Hotels & Resorts, Inc.
    Steven Schneider, Partner, Baker & McKenzie LLP
    Dianne Umberger, Principal, EY
    11:15 a.m. - 12:30 p.m. Concurrent Session 3: Interest Rates, Discount Rates, and Hedge Accounting
    • What the LIBOR and SOFR transition means for REITs now
    • Hedge accounting changes: handling transition and using new strategies
    • Lease accounting – potential solutions to deriving the appropriate incremental borrowing rates

    Rob Barton, Director, Global Real Estate, Accounting Advisory, Chatham Financial
    Joanne Mondares, Director, SEC Reporting & Policies, Regency Centers Corporation

    12:30 p.m. - 12:45 p.m. Networking Break
    12:45 p.m. - 2:30 p.m. Lunch General Session: Leveraging Diversity to Solve Complex Problems

    Scott Page, Leonid Hurwicz Collegiate Professor of Complex Systems, Political Science, and Economics, The University of Michigan – Ann Arbor
    2:30 p.m. - 2:45 p.m. Networking Break
    2:45 p.m. - 4:00 p.m. Concurrent Session 1: Corporate Governance
    • SEC action on mandatory arbitration
    • SEC and Congress on proxy advisors
    • Trends in REIT activism and M&A
    • Pending SEC Rulemaking Petitions: resubmission thresholds, duel class stock, political disclosures, ESG reporting

    Karen Garnett, Partner, Proskauer
    David Slotkin, Partner, Morrison & Foerster

    2:45 p.m. - 4:00 p.m. Concurrent Session 2: Partnership Tax Issues
    • PTP and Operating Partnership issues
    • Partnership audit planning and drafting
    • Disposing JV interests and the prohibited transaction rule
    • Working with the proposed disguised sale regulations

    Jeffrey Clark, SVP, Tax & JV Accounting, Host Hotels & Resorts, Inc.

    Cristina Arumi, Partner, EY
    Terence Cuff, Of Counsel, Loeb & Loeb
    Christopher Mangin, Partner, Vinson & Elkins

    2:45 p.m. - 4:00 p.m. Concurrent Session 3: Team Building
    • Managing millennials and Gen Z employees
    Kim Voss, CAO, American Campus Communities, Inc.
    4:00 p.m. - 5:00 p.m. Networking Happy Hour

    Thursday, March 28

    7:30 a.m. - 12:30 p.m. Registration
    7:30 a.m. - 12:30 p.m. Networking Room
    8:00 a.m. - 9:30 a.m. Breakfast General Session: On to 2020
    9:30 a.m. - 9:45 a.m. Networking Break
    9:45 a.m. - 11:00 a.m. Concurrent Session 1: REITs and Opportunity Zones
    • Analyzing the proposed IRS OZ regulations and spotting open issues
    • Benefits and pitfalls for REITs
    • Deferring Built-in Gains
    • Document drafting tips
    • Integrating OZs into the REIT’s business plans
    David Levy, Partner, Tax, Skadden

    Carolyn Bidwell, Director, Brookfield Property Partners
    Kelsey Lemaster, Partner, Goodwin
    Libin Zhang, Partner, Roberts & Holland LLP
    9:45 a.m. - 11:00 a.m. Concurrent Session 2: Disclosure Best Practices – Everything Investors/Analysts Want to Know
    • Making non-GAAP metrics more useful to investors
    • How do investors/analysts use the GAAP cash flow statement?
    • Best practices in cap ex disclosures
    • JV disclosures
    • Is there confusion around G&A costs?

    Cathrine Creswell, SVP, Investor Relations, Vornado Realty Trust

    9:45 a.m. - 11:00 a.m. Concurrent Session 3: Issues Tackled by General Counsels
    • Board refreshment
    • Sexual harassment policies
    • Crisis management for employees’ use of social media
    • Political spending disclosure policies
    • Lessons from last proxy season, including ESG disclosures

    Troy McHenry, EVP, General Counsel & Corporate Secretary, HCP, Inc.

    Steven Fivel, General Counsel, Simon Property Group
    Samantha Sacks Gallagher, EVP & General Counsel, VICI Properties, Inc.

    11:00 a.m. - 11:15 a.m. Networking Break
    11:15 a.m. - 12:30 p.m. General Session: Alternative Capital Sources for Public REITs in a Challenging Capital Markets Environment
    • Legal structures and economics underpinning these opportunities
    • Sources of alternative capital
    • Pluses/minuses of using private capital
    • Tax and accounting ramifications to public REITs of using these structures
    Kathryn Furman, Partner, King & Spalding

    Cameron Cosby, Partner, Hogan Lovells
    Rahul Gupta, Partner, Grant Thornton LLP
    Alison Hill, Managing Director, Strategic Capital, Prologis, Inc.
    Phillip Owens, Managing Director, Green Street Advisors
    12:30 p.m. Program Concludes

    NOTE: The schedule above may be subject to change.

  • Prices & Policies


    Registration Pricing

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

    Registration Fees On or Before March 1, 2019 After March 1, 2019
    Corporate Member* $1,295 $1,395
    Individual Member  $1,595 $1,695
    Tax Exempt Member $650 $750
    Non-Member** $2,545 $2,645
    Optional Registration Fees    
    Full Spouse Registration*** $275 $275
    Spouse Reception Ticket $110 $110
    Additional Registration Options    
    Tax Directors’ Luncheon* $130 $140
    SFO Luncheon* $130 $140
    General Counsel Luncheon* $130 $140
    5k Fun Run $25 $25
    Yoga $25 $25


    *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.

    ***Full Spouse registration includes the Opening Reception, Happy Hour, access to Networking Room and all meal functions

    Conference Cancellation Policy
    All cancellations must be received in writing to Afia Boone at aboone@nareit.com. Full conference refunds will be issued, minus a $100 processing fee, for cancellations received prior to Friday, March 1, 2019.
    No refunds will be granted after Friday, March 1, 2019.

    Conference Attire
    The conference attire is resort casual.

  • Hotel Information


    Host Hotel* (Official Conference Hotel)
    JW Marriott San Antonio Hill Country Resort & Spa
    23808 Resort Pkwy
    San Antonio, TX 78261
    *All Nareit conference events will be held at this hotel

    Additional Hotels:
    Courtyard Marriott San Antonio North/Stone Oak at Legacy**
    1803 E Sonterra Blvd.
    San Antonio, TX 78259

    Hyatt Place San Antonio North**
    1610 E Sonterra Blvd.
    San Antonio, TX 78258
    **Shuttle service will be provided throughout the conference to/from all hotels.

    Nareit Room Rates:
    JW Marriott San Antonio Hill Country Resort & Spa
    Standard - $365.00

    Courtyard Marriott San Antonio North/Stone Oak at Legacy
    Standard - $199.00

    Hyatt Place San Antonio North
    Standard - $149.00

    Hotel Reservation Policy
    In order to reserve a hotel room within the Nareit negotiated group block, you must first register for the conference. Once registered, attendees will receive an confirmation email with the link to book a hotel room online. If a hotel room is reserved, but the individual is not registered for the conference, the hotel reservation will be canceled, and their deposit will be forfeited. Should you have questions regarding the hotel, contact Lacey Rimoli-Wiesel at lacey@stagedrightevents.com. You can also reach Staged Right Events offices by calling 954-404-8252. Please do not contact the hotel directly.

    Hotel reservations at the group rate are subject to availability after Friday, March 1, 2019.
    Note: All room reservations will be charged a one-night, non-refundable deposit at the time of reservation request. Hotel reservations are due no later than Friday, March 1, 2019, to receive the group rate (pending availability).

    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 Events 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.

  • CPE & CLE Information


    Conference educational and networking activities are only open 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 19.5 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 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 19.5 credits may be earned at Nareit's REITwise: 2019 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 Afia Boone at aboone@nareit.com or 202-739-9433.

  • 2019 Program Directors


    Troy McHenry, EVP, General Counsel & Corporate Secretary, HCP, Inc.
    Kristin Myers, VP-Tax, Cousins Properties
    John Perkins, Head, Real Estate Investment Banking, RBC Capital Markets
    Kim Voss, CAO, American Campus Communities, Inc.

  • Contact Us


    Conference Registration
    Tracie Betts
    Manager, Operations

    Allison Shaw
    Manager, Operations

    Hotel Reservations
    Lacey Rimoli-Wiesel
    Housing Director, Staged Right Events

    Amy Miller
    Meeting and Conference Coordinator, Staged Right Events

    Chris Flood
    VP, Business Development

    Afia Boone
    Senior Director, Membership & Meetings

    Overall Conference Issues
    Pam Coleman
    SVP, Meetings