Available On-Demand

The Future of Family Office Investing Amidst COVID-19

&

How COVID-19 Has Impacted the Real Estate Cycle: On-demand

 Live Virtual Event Package

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iGlobal Live is pleased to announce two new events as part of a unique, virtual package.  Watch the recording for both. available now to view on-demand. 

The Future of Family Office Investing Amidst COVID-19.

This virtual event brings together experts from the family office and real estate space to discuss the state of the market given the recent disruptions. The panel will then reveal the impact of COVID on their family offices, and their offices' strategies are moving forward. 

The Future of Family Office Investing  Amidst COVID-19 addresses the challenges we are all facing and what opportunities will arise for real estate investors. 

Key topics include:

  • What was it like for your family office when COVID-19 first hit?  What was the thinking around the office?
  • How are you reacting now to COVID-19?
  • What is your office's strategy moving forward?
  • Do you see this changing your allocation parameters in the future knowing that there could be another pandemic? Certain property types? Allocation changes?

 

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Moderator

DJ VAN

D.J. Van Keuren

Managing Partner & Co-Founder

Evergreen Property Partners

 

Prior to co-founding Evergreen Property Partners, Mr. Van Keuren was President of Real Estate for the Monfort Companies, a private single family office; a Vice President of Real Estate for the Hayman Family Office, the single family office of the founder of Giorgio Perfume; Director of Family Office Capital for the Arsenal Family Office; Managing Director for the Jain Family Office; and Managing Director of the American Dream Fund.

Mr. Van Keuren has been named as one of Family Capital’s Top 10 Family Office Real Estate Professionals and as one of Trusted Insight’s Top 30 Family Office Real Estate Investors. He is also a member of the Forbes Real Estate Council, author of "Real Estate Investing for Family Offices," founder of The Family Office Real Estate Institute, The Family Office Real Estate Magazine, and is a frequent speaker at family office conferences around the world. Most recently, Mr. Van Keuren was a Family Wealth Alliance finalist for its Best in Industry Awards for Thought Leadership and Special Industry Contributions awards. Publications include Forbes, Family Office Elite, Real Asset Advisor, National Real Estate Investor, and Private Wealth. Mr. Van Keuren is on the Editorial Board for Real Asset Advisor Magazine, is the past President of the Harvard Real Estate Alumni Organization and a prior Board Member for the Real Estate Academic Initiative at Harvard.

Mr. Van Keuren has more than 25 years of experience in the real estate, finance, investment banking, and fund management and has structured over $5B of real estate investments in his career.

DJ received his BA from Ball State University, attended graduate studies in Real Estate from the NYU Schack Real Estate Institute, and received his Master's Degree from Harvard University in Management and Finance.

Panelist

tomm

Tom Orradre CFA®

Managing Principal

RanchHarbor

Tom Orradre comes from a fifth generation California ranching family, is a founding member of RanchHarbor and leads the firm’s investment management efforts. 

With nearly 25 years of industry experience, Orradre’s solid understanding of real estate capital markets and investment management, in addition to his origination and deal structuring capabilities, provides RanchHarbor’s institutional, high-net-worth and family office clients and partners with the highest level of knowledge, guidance and expertise.

Panelist

David Luo (1)

David Luo

VP of Real Estate

CFT NV Developments

 

CFT NV Developments, Rosemead, CA 2004-Present VP of Real Estate

Leads the Real Estate Development and Investment functions within CFT. Pursues real estate development and non-real estate investment opportunities to enhance CFT.

Develops, builds, and maintains relationships and partnerships with critical internal and external stakeholders. Builds network with national and regional retail and small tenants, landlords, and developers.


  • Leads all associates within CFT Real Estate Development, managing, coaching, and developing managers and professionals. Responsible for selecting, hiring, and retaining staff and developing and elevating associate performance to support CFT’s strategies.
  • Identifies and analyzes real estate development opportunities and makes recommendations on pursuing real estate deals, including malls and other facilities incorporating Panda and Panda leases for free-standing company-owned facilities. Negotiates real estate deals, including property in Asia, and joint venture real estate investments.
  • Works on site plans and designs, conducts due diligence for real estate projects, and oversees project budgets. Negotiates land costs and reviews construction costs.
  • Oversees non-real estate investment (domestic and international), including passive investments. 
  • Builds a 650 freestanding Panda Express with drive-thru real estate portfolio and 120 Panda Express anchored strip centers in 40 States in US in 15 years. 
  • Diversify CFT portfolio to grocery centers, office, residential and hotel with portfolio value over $2.5B. 
  • Creates more than 15 joint venture partnerships and invests over $800M in various projects. 

Panelist

kent.swig.011_col+(1)-1

Kent Swig

President

Swig Equities, LLC

 

Kent Swig is a President of Swig Equities, LLC, a privately owned real estate investment and development company. Mr. Swig’s responsibilities include setting the strategic direction of the company, overseeing acquisitions, development and managing the day to day operations of the firm.

Since 2001, Swig Equities has purchased and/or is in the process of developing more than $3 billion of properties, including holdings in Downtown Manhattan’s Financial District (FiDi). This neighbourhood comprises the following office buildings: 110 William Street; 80 Broad Street; 90 Broad Street; 44 Wall Street; 48 Wall Street; 5 Hanover Square; 770 Lexington Avenue among others. Swig Equities residential investments include The Sheffield, 322 West 57th Street, a 58-story mixed-use building consisting of 582 residential units, 109,000 square feet of commercial office, 8,840 square feet of retail, and a 372-car parking garage; 58 apartments within the 198 unit residential building located at 401 East 89th Street and others.

Kent Swig’s other titles and holdings include:

  • Owner and Co-Chairman of Terra Holdings, LLC, the leading Company in luxury residential real estate sales, rentals and property management in New York City, as well as a leader in commercial property services, appraisals, consulting and insurance. Terra Holdings, LLC, is the parent company of Brown Harris StevensHalstead Property, as well as Vanderbilt Holdings.
  • Owner and President of Helmsley Spear, LLC, commercial real estate firm, focusing on asset and property management, investment sales third party office and retail leasing, as well as capital advisory services.
  • Owner of Falcon Pacific Construction, LLC, a company focusing on construction, renovation and repositioning of projects;
  • Principal in the Swig Company, a family-owned real estate and hotel company, located in San Francisco.

Kent Swig holds Bachelor of Arts Degree in Chinese History from Brown University. After earning his degree, Kent attended Hastings College of Law in San Francisco, where he was selected for the Law Review.

Mr. Swig resides in Manhattan with his two sons. Read more information about Mr. Swig’s social contributions and see Kent’s LinkedIn profile.

Charitable Organization Memberships

  • Board of Directors of The State of Israel Bonds, 2002 – present.
  • Board of Trustees of Central Synagogue, 2005 – present.
  • President of The American Friends of the Jaffa Institute, 1990 – present.
  • Chairman of the Real Estate and Construction Division of the State of Israel Bonds, 2001 – 2009.
  • Board of Directors of Marin Academy High School, in San Rafael, CA, 1984 – 1987.

  Civil and Professional Organization Memberships

  • Board of Directors of the Alliance for Downtown New York, 2005 – present
  • Board of Directors of the Realty Foundation, 1995 – present
  • Board of Governors of the Association of Builders and Owners of New York (ABO), 1989 – present
  • Board of Directors of Business Executives for National Security (BENS) 1996 – 2001, 2003 – 2010.
  • Board of Directors of the Corporate and Congressional Division of The United Nations Associations of the United States of America (UNA-USA), 1989 – 1995.
  • Board of Directors of the New York Building Congress, 1998 – 1994.

Speaker, The Soho Loft, 2013 – Present

Interview with Glenn R. Mueller & D.J. Van Keuren on How COVID-19 has impacted the Real Estate Market: Available now on-demand

On July 14th, 2020, iGlobal Live will host an interview with leading real estate researcher Glenn R. Mueller, Black Creek Group, to discuss how COVID-19 has impacted the Real Estate Cycle.

Join us for an exclusive 60-minute conversation on July 14th at 2:00 pm EST with one of the industry’s most prominent leaders.

Key discussion points include: 

  1. How has COVID-19 affected the market and property types?
  2. Being an expert in market cycles, how do you see the US coming out of COVID-19 in relation to a typical market cycle?
  3. What property types will be the biggest surprise to be affected by COVID-19 positively and negatively?

 

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image002-Jul-07-2020-01-49-28-04-PM

Glenn R. Mueller, Ph.D.

Dr. Mueller has 43 years of real estate industry experience, including 36 years of research. Mueller is internationally known for his market cycle research on income producing real estate, his real estate securities analysis (REITs) research and his public and private market investment strategies and capital markets analysis. He is a Professor at University of Denver’s, F.L Burns School of Real Estate & Construction Management, teaching and doing research in real estate market cycles, development, feasibility, investments and real estate capital markets (REITs & CMBS).

The academic program started in 1938 and offers undergraduate (BS) and graduate (MS & MBA) degrees in business RECM, as well as executive and distance learning programs. He has published 100+ research articles and 100 quarterly issues of his Real Estate Market Cycle Report. He is also the Real Estate Investment Strategist at Black Creek Group where he provides Real Estate Market Cycle Research and Investment Strategy for Black Creek’s Institutional Real Estate Investment Groups, Non-Traded and Public REIT groups. He holds a B.S.B.A. Finance major from the University of Denver, MBA from Babson College, and Ph.D. in Real Estate from Georgia State University. Former research positions at Legg Mason Inc., PriceWaterhouseCoopers, ABKB/ LaSalle Real Estate Investors, and Prudential Real Estate Investors. Visiting Professor - Harvard University - 2002 to present & summer executive education semesters. Advisory Board Member – Arden Real Estate Group – Institutional Opportunistic Real Estate Fund, 2014 to present Chairman - Board of Directors – European Investors Inc. – Global, International & US REIT Funds, 2014 to 2017.

DJ VAN

D.J. Van Keuren - Interviewer

D.J. is the Managing Partner and Co-Founder of Evergreen Property Partners, Family Office Real Estate Investment firm, and the thought leadership platform. Family Office Real Estate  is devoted to family office real estate education, best practices, and the use of real estate in maintaining and creating wealth, utilization of tax benefits, and real estate investments in foundations.

Prior to co-founding Evergreen Property Partners, Mr. Van Keuren was President of Real Estate for the Monfort Companies, a private single family office; a Vice President of Real Estate for the Hayman Family Office, the single family office of the founder of Giorgio Perfume; Director of Family Office Capital for the Arsenal Family Office; Managing Director for the Jain Family Office; and Managing Director of the American Dream Fund.

Mr. Van Keuren has been named as one of Family Capital’s Top 10 Family Office Real Estate Professionals and as one of Trusted Insight’s Top 30 Family Office Real Estate Investors. He is also a member of the Forbes Real Estate Council, author of "Real Estate Investing for Family Offices," founder of The Family Office Real Estate Institute, The Family Office Real Estate Magazine, and is a frequent speaker at family office conferences around the world. Most recently, Mr. Van Keuren was a Family Wealth Alliance finalist for its Best in Industry Awards for Thought Leadership and Special Industry Contributions awards. Publications include Forbes, Family Office Elite, Real Asset Advisor, National Real Estate Investor, and Private Wealth. Mr. Van Keuren is on the Editorial Board for Real Asset Advisor Magazine, is the past President of the Harvard Real Estate Alumni Organization and a prior Board Member for the Real Estate Academic Initiative at Harvard.

Mr. Van Keuren has more than 25 years of experience in the real estate, finance, investment banking, and fund management and has structured over $5B of real estate investments in his career.

DJ received his BA from Ball State University, attended graduate studies in Real Estate from the NYU Schack Real Estate Institute, and received his Master's Degree from Harvard University in Management and Finance.

 

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