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FPA Monthly Chapter Webinar - May 19, 2021
Wednesday, May 19, 2021, 12:00 PM - 1:00 PM PDT
Category: Chapter Meetings

Wednesday, May 19, 2021

12-1 pm

"Real Estate Post-Covid – Opportunities, Pitfalls & the Evolution of Product Design for Investors"

Presented by Ken Jett, Managing Director, Hines and Jeff Walters, Regional Director, Hines

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Presentation Summary & Learning Objectives:

This presentation is an economic discussion on the state of the Commercial Real Estate marketplace.  

  • How COVID has impacted the various sectors and building types of real estate.
  • What the future of each real estate sector looks like.
  • Where the opportunities and pitfalls of CRE may be today
  • How and why do most institutions employ real estate in their allocations.
  • CRE product design evolution and how RIAs can access it today 
Sections:

1. Why Real Estate

a. Optionality of Real Estate: Offering potential for both yield & growth
b. How CRE fits in the investment landscape of equities and fixed income today
c. The extent of CRE protection in past market corrections
d. How CRE enhances a client’s efficient frontier

2. The Real Estate Cycle

a. 30 years of real estate cycle history and where are we at today
b. Historical price recovery scenarios
c. A look thru the current uncertainty to the long cycle

3. Real Estate Globally 

a. Benefits of adding global positions in CRE
b. U.S. is becoming a smaller part of the global investible CRE universe
c. Institutional investors desirous of both increasing overall CRE and internationally CRE today

4. What To Buy Now (and what to avoid) 

a. View of various global cities and their pricing/outlook
b. Top ideas and areas of opportunity
c. A detailed view of the 4 major sectors of CRE: Living, Office, Retail, Industrial and where the opportunities and pitfalls are

5. How To Invest

a. Why institutions almost exclusively buy direct and non-traded real estate rather than publicly traded solutions
b. Structural enhancements to the CRE product offerings over the last decade
c. How an RIAs or fee based advisors can access CRE today

About our Presenters

Ken Jett is a Managing Director with Hines and is a member of the firm’s Capital Markets Group. During his 18 year tenure at Hines, he’s acquired & managed over 50 projects across multiple geographies and asset classes valued at $6.5B. He’s been a key contributor in the management of multiple global Hines sponsored investment vehicles from inception through disposition. Prior to Hines, Ken was a commodity trader with Cargill, Inc. and he holds a B.A. from U.C Davis & an MBA from Rice University.

Jeff Walters is a Regional Director with Hines and is in his 10th year at the firm in charge of raising capital for their retail investment funds on the West Coast. Jeff has 21 years of industry experience in this role with various firms, such as with The Hartford Mutual Funds. He has a Business degree from the University of Washington, and holds the CFP ® and CMFC ® designations.

Registration Fees

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DEADLINE to Register: May 18. Fees are per person.

  • FPA Member: $25
  • Non-member: $50

Fee includes online attendance at the program and continuing education (CE) credit as approved by the accrediting authorities. FPA files for CE on attendees' behalf but does not have the authority to approve programs. Upon registration, participants will receive a confirmation email with a Zoom invitation link and other access details. TO ENSURE THE BEST EXPERIENCE ONLINE, BE SURE YOU HAVE UPDATED TO THE LATEST VERSION OF ZOOM. Registration fees includes the presentation and materials as provided by the speaker and Continuing Education (CE) credit as appropriate.

Continuing Education (CE) Credit

Application has been made for one (one) credit hour of CFP Board CE credit. FPA also files applications for approval with Oregon Division of Financial Regulation and the Washington State Office of the Insurance Commissioner; though it is not expected for CE to be approved--  it is solely at the discretion of these entities only. Please note while FPA files CE credit for each of our offerings, credit is not guaranteed for this or any program. Approval of programs is solely granted by each accrediting authority (not FPA).

For approved programs, participants must prove participation in the full extent of the activity for FPA to file on your behalf. This is typically tracked upon logging in and out of the webinar, as well as verified through a unique code/ID announced during the program. Be sure to provide your appropriate certification numbers on the registration form for accurate filing on your behalf. Certificates of Participation for individual record keeping will be provided on a request basis (email [email protected]).

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Sponsor this meeting! Contact Vicky Danielson at FPA at [email protected] for details.


Contact: Amoreena Burke at [email protected]