Real Estate Deal-Makers Conference: VIP Leadership Series
Alex Twining CEO of Twining Properties is a visionary real estate investor and developer who has shaped major urban mixed-use projects in the Northeast Corridor from the 6.3 MSF Seaport Square in Boston, to the 8 MSF Colgate Center in Metro NYC and the 800,000 SF Pennsylvania Triangle halfway between the White House and the Capitol.
Twining Properties acquires and develops prime urban mixed use properties at transit nodes in the Northeast. Twining created the Watermark urban apartment brand with over 1,250 apartments in five towers at prime locations including Seaport Square, Kendall Square and Central Square in Metro Boston and Watermark LIC in NYC. The company is currently developing a four block waterfront project in Westchester and three buildings in Cambridge MA.
Twining was CEO of MetroNexus, a Morgan Stanley Company where he oversaw a 3 MSF portfolio in the US and Canada. Twining launched AvalonBay’s high rise luxury apartment business. Twining is a ULI Trustee & Governor, serves on the Dean’s Council of the Yale School of Architecture and has lectured at Columbia, MIT, NYU and Yale. He received both a BA and MArch from Yale University.
Ana is Sonder's Head of Real Estate in NYC. Prior to joining Sonder, Ana was a Director of Development & Acquisitions at MCR. Prior to that, she was Director at Hines in Washington DC, where she worked on the development of Phase II of CityCenter. She began her career at Morgan Stanley. Ana holds a Bachelor of Science in Foreign Service from Georgetown University and a Master in Business Administration from Harvard Business School.
Arik Lifshitz is the CEO of DSA Property Group, which is a real estate holdings firm and parent company of DSA Development and DSA Management Co. Inc. Arik is responsible for the coordination and management of all corporate matters. DSA’s portfolio predominantly consists of multi-family and mixed use buildings throughout New York City and beyond, with a focus in downtown Manhattan. Arik founded DSA Realty Services, a Real Estate brokerage firm in 2007, which merged into City Connections Realty in 2017. Arik is a principal of City Connections Realty a 120 agent firm.
Bruce Brickman is CEO and founder of Brickman, the General Partner in the six Brickman Real Estate Funds, focusing on transitional office in the six major markets. Brickman has acquired over $5B of real estate since it began in 1993. Mr. Brickman has over 30 years of experience in a broad array of real estate investments, including the development, acquisition, and management of office towers, hotels and residential properties. In addition to his stewardship of Brickman, Mr. Brickman supervises the Firm’s relationships with its investment partners.
Mr. Brickman earned a B.A. from Middlebury College and a J.D. from Fordham Law School.
Christopher V. Albanese is President of the Albanese Organization, a full-service real estate development and management firm with over 65 years of experience in residential, commercial office, educational and institutional real estate. The company has built and/or renovated over five million square feet of real estate in the New York metropolitan area and has approximately 45 employees. Notable projects include 512 West 22nd Street, a 180,000 square foot, Class A commercial office building currently under development in West Chelsea on the High Line; and the recently completed 140,000 square foot, 293-room Hilton Homewood Suites Hotel on West 37th Street off 8th Avenue. The company is also currently serving as development manager for 50 West Street, a $300+ million, 500,000 square foot, luxury residential condominium tower in lower Manhattan. Mr. Albanese received a B.A. in Economics from Cornell University and a J.D. from St. John's University School of Law, where he was a member of and published in the St. John's Law Review. Mr. Albanese is a Board Member of both the Center for Hearing and Communication and New Ground, Inc. He has been an invited speaker at numerous professional real estate forums to discuss real estate development and financing.
Daniel Benedict is the Founder and President of BRG. BRG is a privately held company founded over twenty years ago which owns and manages approximately 5,500 multifamily units in New York City plus commercial properties. BRG’s strategy is to focus on core and value-added opportunities. Recent acquisitions include the purchase of approximately 850 units across three transactions in the Sunnyside, Jackson Heights and Queens areas as well as the purchase of 117 units in Gramercy, Manhattan and 300 units in Brooklyn. In addition, BRG recently started focusing on Office properties with a special emphasis on Medical buildings. Recent acquisitions were made in Garden City N.Y, Coral Springs Florida, Rye Brook NY and Englewood NJ. A resident of New York, Mr. Benedict is on the Board of the Community Improvement Program and on the Board of First Central Savings Bank. Mr. Benedict is also the Vice Chair of the New York Real Estate division of AIPAC.
Fimida focuses on identifying real estate investment opportunities, along with managing a diversified portfolio across an array of sectors and locations nationally. Fimida is armed with a remarkable network of contacts and relationships developed by its principle Daniel Figotin, seasoned real estate veteran.
Fimida currently has multiple projects in development in the greater New York City area.
Daniel Rudin joined Angelo, Gordon’s real estate group in 2009. Danny is responsible for acquisitions, asset management and dispositions in New York, New Jersey and Connecticut. Danny works with both the value-add and opportunistic funds with the firm, deploying capital in all asset classes with the exception of hotel assets, and has overseen or been responsible for investments totaling over $3bln. Danny is also the co-chair and co-founder of the Covenant House New York Real Estate Executive Sleepout, a cause dedicated to helping homeless children off of the city streets. Prior to joining the firm, Danny worked for Deutsche Bank’s RREEF Global Opportunistic Funds where he focused on real estate acquisitions and asset management. Danny received his B.A. degree from the University of Pennsylvania.
David Greenfield is the Chief Executive Officer and Executive Director of Met Council. He is an accomplished legislator, popular law professor and noted media personality with broad experience in government and not-for-profit organizations. As CEO and Executive Director, David ensures that Met Council fulfills its mission to aid, sustain and empower poor and near-poor New Yorkers.
In his eight years in the City Council, David authored nearly 30 pieces of legislation that were signed into law by Mayors Michael Bloomberg and Bill de Blasio. David passed historic legislation mandating affordable housing, reforming the landmarks preservation process, and providing free security guards for over 100,000 private school children.
David chaired the New York City Council’s influential Committee on Land Use from 2014 through 2017, overseeing the Department of City Planning, the Landmarks Preservation Commission and the Department of Information Technology and Telecommunications. In that role, David was instrumental in developing and implementing a new affordable housing plan for New York and rezoning four neighborhoods including East Midtown Manhattan. He was also a member of the Speaker’s leadership team and the Council’s budget negotiation team, which is responsible for determining the City's more than $85 billion budget with the Mayor’s office.
Prior to serving on the City Council, David was Executive Vice President of the Sephardic Community Federation, working closely with public officials at every level of government to improve the lives of all New Yorkers. He was also the founding Director and Counsel of TEACH NYS, advocating on behalf of parents of New York State’s 500,000 Catholic, Jewish and independent school-children. His work led to legislation providing for $600 million in tax credits to parents of all school-age children.
David is a graduate of the Georgetown University Law Center in Washington D.C. and Touro College in New York City, where he graduated summa cum laude and was valedictorian. Greenfield is also an adjunct professor of law at Brooklyn Law School. He is a proud lifelong resident of Brooklyn, where he happily lives with his wife and children.
As Executive Vice President and head of acquisitions at The Naftali Group, David oversees the company’s acquisitions group and is responsible for the sourcing, structuring and execution of the firm’s investments.
Previously, David was Director of Acquisitions at RFR Holding, where he was instrumental in executing more than $2.5 billion of property acquisitions and credit investments encompassing over 3.5 million square feet of assets across the office, residential, retail and hotel sectors. Prior to RFR David worked at The City Investment Fund, a real estate private equity fund, where he was responsible for underwriting and executing the fund’s acquisitions. David began his career at The Lightstone Group as a financial analyst supporting the firm’s nationwide property and credit investments.
David graduated cum laude from the University of Pennsylvania with a B.A. in Philosophy, and completed an MBA at Columbia Business School and an M.S. in Real Estate from New York University.
Doug Steiner is the chairman of Steiner NYC and the founder of Steiner Studios, a television and film production complex he developed inside the Brooklyn Navy Yard in 1999. The complex opened in 2004, sitting on 26 acres and spanning 580K SF; it is the largest film and television complex east of Hollywood. It is now being expanded by an additional 179K SF, and, once finished, it will contain 1.8M SF on 60 acres. Steiner is also renting out apartments at a 750-unit building called the Hub on Schermerhorn Street in Downtown Brooklyn. Sales at his luxury condominium development on East 12th Street in the East Village launched in 2016.
Dov Hertz is the principal of DH Property Holdings, a developmental firm he established in November 2016 with Aaron Malitzky.
Previously Dov was an executive vice president in charge of acquisitions at Extell Development, a New York City-based developer.
He attended New York University where he earned advanced certification in real estate taxation.
Elisha Blechner serves as Executive Vice President, Head of Portfolio Management. He is responsible for asset management efforts across our real estate finance, net lease, operating properties and land & development portfolios, development risk management, reporting and servicing. Mr. Blechner assumed his role in 2016 after holding several positions within the Investments team since joining iStar in 2004. While on the Investments team, he was responsible for originating, structuring, underwriting and closing investments throughout the capital structure. Prior to joining iStar, Mr. Blechner served as an Investment Banking analyst for Bear, Stearns & Co. Inc. where he assisted hospitality, gaming and transportation companies with a range of capital markets activities. He holds a B.S. degree, magna cum laude, in economics from the Wharton School of the University of Pennsylvania.
Eran Polack is CEO and Co-Founder of HAP Investments, an international, full-service real estate investment and development company with a focus on projects in emerging and prime neighborhoods throughout the New York metropolitan area. HAP has acquired, designed and developed a diverse portfolio of residential and commercial real estate that is renowned for its location, proximity to mass transit, and innovative construction and design. Today, HAP Investments has more than 1.8 million square feet of projects in various stages of development, completion or operation in the New York metropolitan area.
Mr. Polack is an established entrepreneur with a long history of successful real estate ventures in Eastern Europe, Israel, and the United States. Mr. Polack’s strengths are the early identification of emerging regions and the development of projects tailored for those markets. Mr. Polack was one of the first developers to identify East Harlem as well as the Journal Square neighborhood of Jersey City as areas in preliminary stages of urban revitalization. He was also an early leader in the revival of Neve Tzedek, a highly coveted neighborhood in the heart of Tel Aviv.
As Chief Operating Officer/Partner of Wonder Works Construction Corporation, Eric Brody leads the operations of one of the New York area’s most highly respected construction management, general contracting, and real estate development firms. In addition to day-to-day operations, he is in charge of multiple projects execution, business development with partner Joseph Klaynberg and heads up the firm’s development division. Mr. Brody’s tenure at Wonder Works began in 2010 as Director of Construction. In 2012 he was named partner and took his current position.
Wonder Works Construction Corp. has a 30-year legacy of noteworthy development and construction, having completed more than $1 billion of residential, commercial and mixed-use projects in recent years as a third party contractor and construction manager. Its current construction management and contracting projects include such highly touted developments as 287 East Houston Street in the Lower East Side and 117 West 21st Street in Flatiron.
As a developer, Wonder Works has a long history of innovation and versatility. On Mr. Brody’s watch, the firm completed Spectra at Constitution Plaza, a much anticipated 190-unit luxury rental in Hartford, CT and 316 East 3rd Street on the Lower East Side, 540 West in Hell’s Kitchen, 357 West 17th Street in West Chelsea and more on the way. The firm is completing a 48-unit luxury condominium at 302 East 96th Street and is just finishing a 7-story mixed use project on Mulberry Street in Little Italy. In little over a decade, Wonder Works’ development division has been recognized for introducing luxury projects to emerging neighborhoods; starting with Davenport Lofts on Main in 2004, which sparked a rebirth of New Rochelle, NY’s downtown district. In 2005, Wonder Works spearheaded luxury residential development along Manhattan’s far west side with the Chelsea Club at 444 West 19th Street. The firm’s next development project was District at 111 Fulton Street. Groundbreaking on multiple levels, the award-winning 163-unit adaptive re-use condominium residence was distinguished by exceptional amenities, exotic finishes and a section of unique live-work apartments. Wonder Works has been involved as principals in over $750 million of project value.
Mr. Brody joined Wonder Works Construction following several years of developing and marketing his own multi-family projects. As the founder and principal of The Brody Group, a boutique development firm specializing in multi-family and adaptive re-use projects, he was an active participant in the revitalization of the Lower East Side. He is a graduate of the University of Wisconsin and Institute of Design & Construction.
Eric founded Margules Properties, Inc. in 1992 to purchase and manage rent-stabilized apartment buildings in New York City. Since then, Margules has led the acquisition of 66 buildings in Manhattan, Brooklyn, Long Island, Jersey City and Miami Beach. He identifies and analyzes potential investment opportunities, negotiates all acquisitions and arranges the total capitalization of each acquisition through senior debt financing and equity for each LLC syndication. Margules maintains a network of over 200 investors, many of whom have invested in several Margules Properties syndications.
Margules continues his involvement in newly acquired properties by working to reposition the asset where appropriate in order to maximize revenue. His in-house management team is responsible for running the day-to-day operations of the existing properties and Margules oversees this process to ensure efficient and reliable maintenance and management to all buildings in the portfolio.
Margules is credited as an early pioneer in neighborhoods that were poised to grow and has done this over again with tremendous success. Neighborhoods such as Manhattan’s Midtown West, East Village, Chelsea and Lower East Side, once considered fringe areas, are now some of the most sought after areas of New York City.
Before founding Margules Properties, Eric Margules worked as an investment banker at Merrill Lynch and Kidder Peabody and as a real estate consultant. He holds an MBA in Real Estate and Finance from the Wharton School of the University of Pennsylvania and a BS in Computer Science from New York University.
Fred Leffel is President of Kaufman New Ventures, the division of the Kaufman Organization that focuses on acquiring and repositioning value-add commercial properties in New York City. One of the oldest real estate companies in New York, Kaufman Organization owns and operates over 7 Million square feet of office buildings in Manhattan in addition to Kaufman Astoria Studios in Queens.
Since its founding in 2009, Kaufman New Ventures has acquired approximately 2.1 MM square feet of value-add office properties in Manhattan and Queens. It particular, it has been one of the most active firms in acquiring and repositioning office buildings in Manhattan’s Flatiron/Madison Square/”Silicon Alley” submarkets.
Immediately prior to joining the Kaufman Organization, Mr. Leffel he was a Senior Vice President at Savills LLC where he represented clients in sales of investment properties and portfolios, and in sales of public and private real estate companies. Before joining Savills, he spent more than a dozen years in real estate investment banking, first at Drexel Burnham Lambert and later at CIBC World Markets. Earlier in his career, Mr. Leffel practiced law at Weil, Gotshal & Manges and Paul, Weiss, Rifkind, Wharton & Garrison. Mr. Leffel is an alumnus of the University of Virginia and the Cornell Law School.
Gavriel Kahane is the Managing Partner of ODG (Opportunity Development Group) and the CEO & Co-Founder of Arkhouse Partners. ODG is a real estate investment firm launched by JDS Development Group and Arkhouse Partners that utilizes the ‘Opportunity Zones’ tax incentive program to target opportunistic development and redevelopment projects. Prior to founding ODG, Mr. Kahane worked as the Director of Operations and Finance for the Sapir Organization. During his tenure at Sapir, Mr. Kahane managed over $3.6 billion in financing, acquisitions and dispositions on behalf of the company. He also oversaw leasing of more than 2.5 million square feet of commercial office space and led negotiations with tenants including Credit Suisse, Sony, William Morris Endeavor, Coca-Cola, Fidelity and Yelp. Mr. Kahane closed the sale of 11 Madison Avenue, the highest grossing single-asset sale ever recorded, to SL Green Realty. Mr. Kahane joined Sapir after serving as a Vice President at Meridian Capital Group, where he structured and placed large CMBS and balance sheet loans. Mr. Kahane began his career in New York real estate at Africa Israel USA, where he learned the fundamentals of real estate investment, construction and development. During those very pivotal and turbulent years for U.S. real estate, Mr. Kahane developed a prudent investment outlook that continually informs his market-sensitive investment approach.
Mr. Kahane serves on the executive Young Leadership board of AMIT, as well as Mensa Investment Special Interest Group. Earlier this year, he was recognized as a 40 under 40 CEO & Executive of New York by the Young Jewish Professionals.
Mr. Kahane received his BA from Yeshiva University, where he graduated with honors in Economics and Philosophy.
Gregory Kalikow is the fourth generation in his family’s real estate business. Mr. Kalikow graduated Washington University in St. Louis in 2007 with a degree in Marketing and Political Science. He Graduated Hofstra Law School in 2010 and was admitted to the New York State Bar in 2011.
Mr. Kalikow has been working with The Kalikow Group since 2003 on the overseeing and management of his families’ real estate holdings. Additionally, Mr. Kalikow has helped provide his company with legal expertise in order to develop rental, single family, and condominium units as well as shopping centers in various projects both in and outside of New York.
Ian Bruce Eichner, a seasoned developer of urban mixed-use properties, has a proven track record in real estate spanning more than three decades. His vast portfolio of projects in New York, Miami and Las Vegas include City Spire, One Broadway Place, The Manhattan Club, The Kingsley, Royale, American, and Boulevard as well as Montague Street built in Brooklyn Heights. Outside of New York he has developed the Continuum, a 2-tower gated condominium community in South Beach, and the Cosmopolitan, a 3,000 room resort and casino on the Las Vegas strip. His latest project 45 East 22nd Street, recently completed, is the tallest and, considered by many, the most iconic building in the Flatiron District. Transforming the downtown skyline, the tower consists of a glass silhouette of 65 stories which rises 777 feet into the sky. The striking exterior, crafted by the global architectural firm of Kohn Peterson Fox, wraps around timeless interiors created by the Martin Brudzinski Design Studio. The building contains 82 apartments and approximately 230,000 sale-able square feet with the following five floors of amenities including:
- Landscaped garden and fifth floor terrace designed by Oehme Van Sweden
- Fitness center
- Children’s playroom
- Indoor basketball court
- Golf simulator
- Drawing room with separate billiards and cards rooms
- Upper Club on the 54th floor with bar, private dining room and catering kitchen
- Automated private residential parking garage
His newest project 960 Franklin Avenue, Brooklyn is a proposed 1.3 million square feet development consisting of 1600 residential housing units including a proposed 50/50 split between market rate, work-force and low-income apartments.
Mr. Eichner’s acute business sense has produced a series of visionary real estate developments that have been characterized by a creative mix of distinctive purpose-built properties. Each of these properties illustrates his extensive real estate expertise and ability to take situations which others may find unachievable and off-putting, and design and execute solutions which realize value for the developer. Mr. Eichner’s notable development achievements that were the first in their class include:
1. First high-rise built in Brooklyn Heights since landmarks height legislation was passed in 1965 (Montague Street, 1998)
2. First urban timeshare in New York, with a new concept of being able to book stays one day at a time (The Manhattan Club, 1996)
3. First and only beachfront gated community in South Beach (The Continuum, 2003-2008)
4. First development on the Las Vegas strip to employ an urban development model, maximizing a small (8.5 acre) site to its full square footage potential of 6 ½ million square feet. (The Cosmopolitan)
Mr. Eichner’s career in real estate follows almost a decade in the criminal justice system, including terms as an Assistant District Attorney and program development chief of a New York State agency during Governor Nelson Rockefeller’s tenure.
Jane Gol serves as President and co-founder of Continental Ventures, a real estate development and management company that specializes in residential/commercial and retail properties in New York, Toronto, and Florida. She is also co-President of Continental Pinewood, a residential development firm in Long Island. As President, Ms. Gol plays an instrumental role in the negotiation and structuring of each acquisition, and is also responsible for the oversight of new development projects. With her strong knowledge of the New York real estate market and sharp eye for detail, she also governs design and marketing for Continental Ventures and Continental Pinewood projects.
Notable current developments include a 2.5 million square foot mixed use site on the waterfront in downtown Toronto, 52 Wooster, NYC and Barn & Vine luxury homes in Bridgehampton, NY.
Ms Gol is also co-President of Bayport Funding, a private equity non-traditional lending platform focusing on supporting the renovation/improvement of residential properties in the New York Metropolitan area.
Ms. Gol is proud to have served as a Commissioner on the New York City Planning Commission under Mayor Michael Bloomberg.
She is also a former member of the IDBNY Bank Board of Directors. Ms Gol is a member of WX, an invitation only women in real estate executive group, and she serves on the Board of American Friends of Sheba and Shalva. Ms. Gol is a graduate of Cornell University.
Jared Epstein is vice president and principal at real estate developer Aurora Capital Associates, where he manages the acquisition and development of real estate in the firm's portfolio in Boston, Los Angeles, New York City and Miami. Prior to joining Aurora in 2007, Epstein was an associate broker at the commercial property service firm Newmark Grubb Knight Frank Retail. Epstein used the contacts he made at Newmark to foster relationships at Aurora, helping to close about $1 billion in transactions, many of them in the Meatpacking District. He also ruffled feathers in that neighborhood when in 2015 he called Gansevoort Street a blight on the neighborhood. Epstein is a founding member of the board of the Meatpacking Improvement Association as well as a board member of the 34th Street Partnership. Epstein, who graduated from the University of Maryland, has been recognized several times by CoStar as a top broker and in May 2011 was honored by the New York Real Estate Journal as executive of the month.
Jason Betesh joined Palatine in February 2010. He is responsible for sourcing, evaluating, and executing investments in Palatine’s parking, senior housing and special situations strategies. Mr. Betesh is also involved in all portfolio management and finance functions. Prior to joining Palatine, Mr. Betesh focused on acquisitions and investment management at Vantage Properties, a vertically-integrated New York-based real estate investment and management company. During his time at Vantage, he was directly involved in investments with an aggregate value of $700 million. Previously, Mr. Betesh was an analyst in the Real Estate Investment Banking Group at Banc of America Securities. Mr. Betesh graduated from the Goizueta School of Business at Emory University with a B.B.A. in Finance and Real Estate in 2005.
Jeffrey Berman is a Vice President at Berman Enterprises LP – one of the largest private real estate development and management companies in the Washington, DC area - and a General Partner and Director of Camber Creek, a venture fund investing in enterprise technology companies serving the real estate industry. Jeffrey is based in NYC and manages a number of BermanEnterprises projects as well as Camber Creek’s New York office where he sources deal flow and coordinates customer acquisition, retention and marketing strategies for Camber Creek’s portfolio companies. Jeffrey brings close to two decades of executive experience in the real estate industry and has served on the Board of Directors and Advisory Boards of numerous companies, in addition to coordinating investments in same. Jeffrey graduated with a BA (with distinction) from New York University’s Stern School of Business.
Jeff Mooallem serves as the President and Chief Executive Officer of Gazit Horizons, Inc., a wholly owned subsidiary and the United States investment division of Gazit Globe, Ltd. (NYSE; TSX; TASE: GZT). A 20 year veteran of the real estate industry, Mr. Mooallem most recently held executive positions at Federal Realty Investment Trust (NYSE: FRT), Equity One, Inc., and privately held Turnberry Associates in Miami, FL. Gazit Horizons was formed in May 2017 to acquire commercial and mixed-use assets in major metro markets throughout the United States. The company has offices in Miami and New York and has acquired $130 million worth of properties since its inception.
Jeff received his Bachelor of Arts degree from Boston University and his Juris Doctor degree from Fordham University School of Law. Prior to starting his real estate career, Jeff practiced law at Willkie Farr & Gallagher in New York and Greenberg Traurig in Florida.
Jeff oversees all operations, creates the strategic vision and manages all investment decisions. With a focus on multi-family investment, he has actively managed over $2 billion of real estate assets across the United States. His investments have included strategic repositioning, rehabilitations and ground-up development projects. Given his active investment style, Jeff has lead every part of the real estate lifecycle including acquisition, development, financing, marketing, lease up, operations and dispositions.
Key professional accomplishments include:
o Served as CEO of Greystone Development from 2013 - 2017. During his tenure he grew the portfolio from a one to two development deals at a time to a full service development platform with over $1BN AUM
o Acquired; capitalized (including structuring debt and equity partnerships); and managed entitlements, design, construction management, development teams, building operations, sales / leasing, and marketing process for over 20 properties (2M SF) in NYC, Miami, and California
o Built out a corporate infrastructure with over 30 professionals including acquisitions, dispositions, finance, accounting, legal, development, marketing, and property management. Actively managed negotiations for all key commercial real estate contracts including property management agreements, leasing agreements, construction contracts, consultants service contracts, financing documents and partnership agreements
o Assembled the full capital stack for over $1BN of real estate assets including $401MM of senior debt and $112MM of preferred equity / mezz
o Sourced, closed and asset managed a $150MM garden apartment portfolio in the southeast U.S. from 2013-2015. Built out the platform with a programmatic / institutional equity partner
o Raised $50MM of equity for bridge debt fund vehicle in 2014
o Managed the rehabilitation, leasing, and disposition of a 1MM SF industrial to logistics conversion in Pennsylvania
o Managed corporate leasing for offices in NY, FL, DC, Atlanta, Raleigh, NJ, and CA
o Participated in corporate finance, loan, and investment committees and has spoken on numerous industry panels including Emerging Trends Summit, 10th Annual EY Real Estate Conference, Real Estate Deal-Makers Summit and East Meets West, Connect New York and been quoted in the Wall Street Journal, The Real Deal and Crain’s New
Past professional experience also includes roles with Equity Office Properties and Jones Lang LaSalle. Jeff holds a B.S. in Engineering from the University of Delaware, as well as a M.S. in Real Estate Development and an Advanced Degree in Finance, both from NYU’s Schack Institute.
John Usdan, Chief Executive Officer Midwood Investment & Development: John has dedicated the last 35 years to growing Midwood, a company founded by his grandfather in 1925. Over that time, Midwood has expanded its portfolio to 135 properties in 11 states. Further, he built a management, investment and development platform to acquire, operate, reposition and develop new and existing assets. John’s philanthropic interests are primarily focused in education and the arts. He is a Trustee Emeritus of Wesleyan University and past chair of Wesleyan’s Capital Campaign, a Trustee of The Brooklyn Academy of the Arts, Board President of the Usdan Center, Board President at Bronx House and a member of The Hastings Center Board of Directors. Previously, John served as Chair of the Brandeis International Business School. John also serves the corporate board of Merchants National Properties.
Jonathan Bennett is a Managing Director at Nakash Holdings where he manages a multi-billion dollar investment portfolio largely allocated to all subsectors of real estate including retail, office, multifamily and hospitality. His duties include asset management, acquisitions, financing and operations.
Real estate and CRE technology investor, Jon Schultz has combined his passions for real estate and technology as the Co-Founder of Onyx Equities. Through Jon’s vision and creativity, Onyx has become one of the most diversified and active real estate investment, management and property service organizations in the Tri-State area. He has been instrumental in the capital-raising initiatives via Onyx investment vehicles. Under Jon’s leadership, Onyx has embraced innovations that few other real estate companies have adopted – transforming nearly every aspect of the company’s operations.
A serial blogger and authentic public speaker, Jon has also helped foster a new culture of tech-savviness and awareness in the commercial real estate space. Sharing his thoughts and experiences in everything from mentorship to real estate technologies, his weekly blogs and often outspoken social media feed have landed him on numerous “Top Influencer” lists in both the real estate and CRE tech space.
Jon is a board member of the Big Apple chapter of YPO, the premier network of chief executives and business leaders and is a founding board member of the “Award of Courage” foundation. In this role, he raised significant funds for Memorial Sloan-Kettering Cancer Center and is a past recipient of their Humanitarian Award. His philanthropic efforts are now a significant part of his professional and personal life. Jonathan is also a member and Treasurer of the Riverview Medical Center Foundation Board of Trustees which serves the Hackensack Meridian Health Network. Jon also sits on the board of a publicly traded company in the technology arena and is a member of Mindaligned, a collective impact initiative to create arts-engaged schools.
Joseph A. Farkas is Founder and CEO of Metropolitan Realty Associates “MRA” a privately held real estate investment and development firm established 18 years ago specializing in value investment real estate strategies throughout Manhattan, the outer boroughs and select suburban markets in the NY Metropolitan area. Primary focus is placed on commercial, retail, and industrial property types. With over 31 years of hands on real estate investment, finance and development expertise, Farkas has successfully guided MRA’s investment in over $1 Billion of assets on behalf of its institutional investors. On realized transactions to date from inception, MRA has delivered a weighted average 26.7% levered IRR and 1.7 equity multiple.
Joseph is a guest on The Stoler Report, he is an active panelist on a wide range of real estate events, and is frequently quoted in all New York Metropolitan real estate trade publications. He resides in Garden City with his wife Michelle and two daughters and is an avid golfer, skier and swimmer. He started his career in 1987 at Cushman & Wakefield, Inc.
Mr. Josh Siegel has been the President of Starrett Development LLC of Starrett Corporation since 2008. He joined Starrett in 2008 and his primary role is to direct all the development activities and to seek new acquisition opportunities for the firm. Prior to joining Starrett, he worked at Worldwide Holdings from 1999 to 2008 in a variety of roles including project manager and director of acquisitions where he was responsible for the acquisition, financing and development of more than $1 billion in residential real estate. Prior to his career in real estate, Mr. Siegel spent ten years in municipal finance and derivatives primarily at CS First Boston. He is a graduate of the Wharton School of the University of Pennsylvania.
Kent M. Swig is an owner of several real estate operating companies as well as commercial and residential real estate properties throughout the United States. His holdings and titles include the following:
Swig Equities, LLC
Mr. Swig is President of Swig Equities, LLC, an investment and development firm focusing on the acquisition and development of real estate in New York City and California. Since 2001, Swig Equities has purchased and/or is in the process of developing in excess of $3 billion of properties.
Mr. Swig is an Owner and Co-Chairman of Terra Holdings, LLC, one of the largest privately held real estate companies in the United States that owns and operates several residential real estate service firms including Brown Harris Stevens and Halstead Property Company; the combination of these two companies annually sell more than $9 billion of apartments and townhouses in New York City and the company’s management divisions manage more than 450 buildings comprising over 30,000 residential units.
Helmsley Spear, LLC
Mr. Swig is the Owner and serves as President of Helmsley Spear, LLC, the oldest continuously operating real estate firm in America, specializing on the commercial brokerage, leasing and property management sectors.
Falcon Pacific Construction, LLC
Mr. Swig is also an Owner and President of Falcon Pacific Construction, LLC, a company responsible for both ground-up construction as well as interior construction, renovation and repositioning of real estate projects throughout the New York Metropolitan area.
The Swig Company
Finally, Mr. Swig is also an Owner and Principal in and formerly served as Chairman of the Board of The Swig Company, a family-owned real estate and hotel company based in San Francisco and New York. The Swig Company's portfolio includes over 10 million square feet of prime commercial office space throughout the United States.
Laurent Morali is the President of Kushner Companies. Mr. Morali began his career in finance with Credit Lyonnais Bank in Seoul, Korea. In January 2000, he joined the structured real estate finance team of Credit Lyonnais in Paris. He joined Credit Lyonnais America’s real estate financing team in October 2001 with a rapid focus on complex transactions on the capital markets. Mr. Morali joined Kushner Companies in 2008 where he has held several positions, starting with Director of Finance, transitioning to Head of Acquisitions and Capital Markets, in June 2016 he became President of the company. Mr. Morali has closed in excess of $14 billion worth of real estate transactions, from construction and development deals to complex securitizations of real estate and other esoteric assets. Mr. Morali obtained his Business School degree from Ecole Superieure de Commerce of Toulouse, France in June, 1998.
With more than 28 years of experience in the real estate industry, Mark Gordon has worked on numerous landmark hotel deals, most notably the development and ultimate sell out of the luxury Baccarat Hotel and Residences, which was sold in 2015 for the highest price per key ever achieved in the US. Mark has spent the last three years developing the Moxy Downtown, NYC which is opening in 2018. This innovative 298 key hotel was designed to embrace the excitement of the “new Downtown” market and has already received numerous accolades.
In 2017, Mark co-founded Intrinsic Hotel Capital, a hotel investment company that focuses on the acquisition of well-positioned but underperforming, value add hotels located in strategic markets throughout the US. At IHC, Mark and his team will leverage their collective hotel industry expertise to achieve above market returns by utilizing creative acquisition and repositioning strategies.
During his career, he has been involved in many aspects of the hospitality industry including development, acquisitions, renovation, design, asset management, financing, sales and business management. Mark is a regular speaker at hotel industry events and has won numerous awards for his accomplishments in the real estate industry including Crain’s “40 under 40”, Americas Lodging Investment Summits “Deal of the Year” and Commercial Property News “Stars to Watch” and is a frequent speaker at hotel and real estate industry events.
He has spent the past seven years with Tribeca Associates, where he has focused on $1.5 billion of acquisitions and development in Manhattan. Most notably he oversaw the development of the Baccarat Hotel and Residences, which was sold in 2015 for the highest price per key ever achieved in the US and became one of New York’s best luxury hotels virtually overnight, and the adaptive reuse of an office building located at 170 Broadway that was converted into the Marriott Residence Inn World Trade Center. Mark’s final project with TA is overseeing the design, development and opening of the Moxy Downtown, a mixed use 30-story hotel/retail tower in lower Manhattan.
Prior to this, he was a Managing Partner and Head of the Hospitality Group of Sonnenblick-Goldman, a national real estate investment banking firm, from 1994 to 2010, during which time he oversaw the management, growth and ultimate sale of the company to Cushman & Wakefield in 2007, resulting in the creation of Cushman & Wakefield Sonnenblick-Goldman. Throughout his career, he has been responsible for the creation and management of many high-profile deals, including creating a joint venture between Loews Hotels and Universal Studios to develop five hotels on the grounds of the Universal Studios Resort in Orlando, recapitalizing Ian Schrager Hotels, the corporate restructuring of Denihan Hospitality Company, and the landmark sale of the Essex House to Dubai Investment Group.
Martin Nussbaum serves as Principal at Slate Property Group. In this capacity, Martin oversees operations and is the strategic visionary behind the business platform and investment decisions. With a focus on multifamily and mixed use properties in Manhattan’s and Brooklyn’s emerging neighborhoods, Martin leads strategic repositioning, ground-up development and conversion projects. By developing thoughtfully designed properties, Martin strengthens the potential for appreciation and growth of all of Slate’s real estate assets in New York City. Prior to co-founding Slate Property Group, Martin served as the co-founder and managing partner of Silverstone Property Group, a full-service real estate owner and operator. While overseeing Silverstone, he purchased more than $500 million in real estate assets and, through strategic repositioning and development, created outsized returns on these investments. Earlier in his career, Martin worked for a family office based in New Jersey overseeing a portfolio of over 5,000 apartments and three million square feet of commercial property throughout the tri-state area. Martin earned a Bachelor of Science degree from the State University of New York Albany.
Matt Livian is a Managing Partner and Chief Investment Officer of The Sydell Group, an owner, developer and manager of unique hotels deeply rooted in their location and architecture. Matt leads Sydell’s acquisitions efforts and has overseen the acquisition of over $1 billion worth of hotel real estate in major markets including New York, Los Angeles, Washington D.C., Chicago, Miami and London over the last seven years. Prior to joining The Sydell Group, Matt served as the Vice President of Acquisitions & Development at the Ian Schrager Company. The Ian Schrager Company is an owner, developer and manager of hotel & residential projects in gateway cities. During his tenure, Matt was responsible for all transaction execution, origination, coordinating market & property due diligence, financial underwriting and various development initiatives. Prior to joining The Ian Schrager Company, Matt worked in the investment banking division at Bear Stearns focusing on mergers, acquisitions and financings for real estate, gaming and lodging companies. Matt graduated Magna Cum Laude from the Wharton School of the University of Pennsylvania.
Michael Davis is the founding partner of The Plymouth Group, a Real Estate investment company. The company has grown to include development, management, brokerage and advisory divisions in New York City and selected US markets. Mr. Davis oversees acquisitions and day-to-day operations of the company, and takes pride in using his years of expertise to add value to the company’s projects on behalf of its private investors. In particular, Mr. Davis leads the design and construction process, where his eye for detail and tenacious attitude assure that his strategic vision is realized.
Formerly an Investment Banker in the Real Estate & Lodging Banking (REIT) group at Salomon Smith Barney/Citigroup, Mr. Davis has spent many years in the New York investment community.
After working as an analyst at a mid-cap hedge fund in the statistical arbitrage area and at a private investment firm specializing in real estate acquisition, disposition, development as well as corporate restructurings, venture capital, and other related activities; Mr. Davis founded The Plymouth Group in 2003.
Mr. Davis brings with him a strong understanding of financial structuring, deal process, capital markets, and a passion that has been instrumental in the growth of Plymouth for over 15 years. Mr. Davis has been responsible for deal sourcing, negotiating, and acquiring/overseeing the management of Plymouth’s holdings.
In his capacity as Principal of The Plymouth Group, Mr. Davis has overseen the development of over 50 projects in the Tri-State Area across various asset classes ranging from new "ground-up" condo construction, retail and office leasing and sales, “air-rights” transactions, and multifamily rehabilitation and re-positioning projects. In addition, Mr. Davis has served on the boards of and/or in an executive capacity at numerous start-up, portfolio and client-owned companies in several industries.
Mr. Davis, serves on the boards and leadership committees of several religious, charitable and trade organizations, and is a proud member of REBNY. Mr. Davis is frequently quoted in the media as an industry leader and expert in publications such as The New York Times, The Wall Street Journal, The Manhattan Institute's City Journal, The New York Sun, WABC, and Crain’s; and has been a featured guest on NY Real Estate TV’s “The Stoler Report.” He also lectures regularly on matters relating to New York Real Estate and was recently a keynote speaker at the REBNY event on the topic of “Executing deals in a distressed market.”
Myles J. Horn has been active in New York residential real estate, Manhattan primarily in the field of Cooperative and Condominium conversions, since 1976. Mr. Horn specializes in the acquisition, management, construction, marketing and sale of large blocks of unsold units. Mr. Horn's primary areas of expertise are adding value to cooperative and condominium developments by repositioning those assets through renovation and redesign, adding amenities and services, extensive marketing, and innovative selling. He is an acknowledged expert in dealing with regulated tenants to obtain vacancies and sales, and interfacing with Boards of Directors.
Ralph Zucker is President of Somerset Development, one of the New York Metropolitan area's foremost real estate companies specializing in New Urbanism and Traditional Neighborhood Design development. Zucker is responsible for spearheading his firm's focus on creating sustainable, close-knit communities that promote pedestrian-friendly “live-work-play” experiences.
During his career, Zucker has worked hands-on in every facet of the building and development process, and has demonstrated diligence and a commitment to working with municipalities to create innovative communities based on the principles of New Urbanism. Zucker has emerged as one of the nation’s leading visionaries in the redevelopment and adaptive reuse of large-scale vacant industrial and office spaces.
Under Zucker’s leadership, Somerset and its projects have earned numerous industry awards and recognition for their contributions to furthering responsible development practices, including the New Jersey Future Smart Growth Award for Wesmont Station, Somerset's 70-acre, transit-oriented, mixed-use redevelopment project located in Wood-Ridge, N.J. and the New Jersey Chapter of NAIOP’s Chairman’s Award for Bell Works, the redevelopment of the former Bell Labs property in Holmdel, N.J. Zucker has been recognized in the top ten of New Jersey’s 50 Most Influential People in the Real Estate Industry by NJBiz and as one of New Jersey’s 100 Most Influential People: Business and Real Estate by NJ.com.
Robert is the Managing Principal at Morgenstern Capital, a multifamily owner operator. With a focus on core Manhattan and prime submarkets in Brooklyn, Morgenstern oversees all investment and management decisions and is the firm’s strategic visionary. Robert has built a diverse multifamily portfolio at Morgenstern Capital since its May 2015 inception, targeting value-add and core + return profiles in the best submarkets in New York City. Morgenstern operates direct co-investments with limited partners ranging from closed-end institutional equity to individual high net worth investors. The portfolio includes 14 properties and approximately 400 units. Additionally, Morgenstern heads Canvas Property Group, the in-house property management firm that handles the day-to-day operations of its own portfolio and does third party property management for select clientele.
Prior to forming Morgenstern Capital, Robert co-founded Stone Street Properties, where he led that firm from its inception in 2010 through 2015. During his tenure, Morgenstern acquired and sold 32 multifamily assets in Manhattan and Brooklyn with cumulative value of $400,000,000. Robert initially functioned as asset & property manager while sourcing the firm’s acquisitions. This ground-up approach allowed Morgenstern to understand the nuances of operating NYC multifamily real estate. This diverse knowledge base provided the experience to effectively manage the heads of each of these divisions as the firm grew to 14 employees and over 750 units in 2014.
Previously, Robert served as Executive Vice President of Kleier Residential Inc., a leading real estate brokerage from 2003-2010. Morgenstern began his career on Wall Street at a boutique wealth management firm. Robert graduated from the University of Maryland, College Park with a BS in Finance in 1996 and NYU Schack Institute of Real Estate with a MS in Real Estate Asset Management in 2011. He holds a LeedAP accreditation.
Mr. Palumbo joined G4 in 2013. He is integrally involved in all aspects of G4’s operations, fund structuring, legal procedures and business origination. Mr. Palumbo also spearheads G4’s construction lending platform, leveraging his legal background to support G4’s analytics and acts as the primary counterpart to the construction field team. Mr. Palumbo also focuses on complex transactions involving environmental tax credits and associated regulatory programs.
Prior to joining G4, Robert Palumbo was an associate at the law firm of Bracewell & Giuliani LLP, where he was a member of the finance and real estate practice groups. While at Bracewell, Mr. Palumbo worked on a variety of transactions, including real estate acquisition financing, capital transactions, project financing, syndicated loans, debt restructurings, term loans and securitizations.
Mr. Palumbo graduated cum laude from The George Washington University Honors Program with a Bachelors of Business Administration. He received his law degree from the Yeshiva University Cardozo School of Law. Mr. Palumbo continued his post juris doctorate education at New York University’s Schack Institute of Real Estate.
Roy Stillman is a third generation real estate developer who began his education in the field long before his tenth birthday. From that time on, he acquired extensive experience in various construction trades and practices implemented on his projects today. From pushing a wheel barrel to operating a tower crane, Roy not only executes his vision, but understands the construction process thanks to his experience.
Roy’s academic background was similarly channeled to benefit his aspiration of becoming a real estate developer. Having earned his Bachelor of Science in Industrial and Labor Relations from Cornell University in 1985, Roy subsequently received his Juris Doctor from Duke University’s School of Law. While at Duke, Roy audited all of Duke’s Faqua School of Business real estate classes as a non-matriculated student, continuing to pursue his passion as a post-graduate student. After completing his studies at Duke in 1988, Roy passed the Bar exams for both the state of New York and Connecticut.
Until 2000, Roy worked in his family’s development business for approximately 15 years before starting his own firm, Stillman Development International, LLC. The firm’s mission is to design and build structures of superior architectural and artistic merit. In fulfilling that mission, Stillman Development International has worked with some of the world’s leading architectural firms, including two Pritzker Prize winning architects.
Art is very near and dear to Roy’s heart, and his extensive knowledge on the subject always influences his work. The firm frequently commissions world-class artists to create art for its buildings. Roy believes that every detail in a building is critical to the overall artistic effect of the project. Therefore, Roy’s approach to design and construction is that the work is intended to be art.
Sam is the Director of Real Estate for Common. He is responsible for sourcing, executing and closing real estate transactions with real estate sponsors, owners and developers in New York and the Tri-State Area. Prior to Common, Sam was a licensed NYS Real Estate Salesperson working on a wide range of commercial real estate brokerage activities at Rand Commercial Services, a commercial real estate brokerage based in the NYC suburbs of Westchester and Rockland Counties. He broadened his real estate experience at Lee & Associates NYC, working in their Senior Housing & Healthcare Real Estate Division, focusing on investment sales and corporate advisement to leading Senior Housing and Health Care providers and developers. Sam holds a Bachelor of Science in Community Development & Applied Economics from the University of Vermont, and a Master of Science in Real Estate Development from the NYU School of Professional Studies Schack Institute of Real Estate.
Sam is the founder and CEO of Megalith and a member of the firm's investment committee. He has an extensive investment banking and private equity background, having worked for Goldman Sachs and Providence Equity in the U.S. and Asia. During his career he has advised and invested in more than $100 billion of transactions.
Sam is an active keynote speaker and panelist. Notable events include; The TerraCRG Brooklyn Real Estate Summit, Real Estate Weekly Young Leaders’ Forum, Michael Stoler’s New York Real Estate Summit, Massey Knakal Multifamily Summit, and has been featured in the Stoler Report as well as Bloomberg radio.
Sam received an M.B.A in General Management from the Harvard Business School and a B.Sc. in Economics from the Wharton School at the University of Pennsylvania. Sam sits on the board of Customers Bank (NYSE: CUBI) and is a member of Young Presidents' Organization.
Scott Shnay is a Principal at SK Development, which he co-founded with his father, Abe, in 2006. Scott oversees the development and construction of projects and shares responsibility for all acquisitions as well as investment decisions.
Scott Shnay is currently developing over $500 million of projects including The Lindley (591 Third Avenue), Pod Brooklyn (626 Driggs), 363 Lafayette Street, and The Frontier (200-210 East 39th Street). SK recently completed 301 East 50th Street, 10 Bond Street, The Jefferson (211 East 13th Street) , and Chelsea 29 (221 West 29th Street). Additional projects in Manhattan and Long Island City are currently in pre-development.
Scott has over a decade of experience acquiring sites and developing projects throughout the New York metropolitan area. He has been responsible for over 1 million square feet of development valued at over $1 Billion.
Scott graduated with a B.A. in Public Policy (Urban Planning/History of Architecture) from Trinity College in 2001. He graduated from the Horace Mann School in 1997.
Shimon Shkury is the Founder and President of Ariel Property Advisors. As President he oversees all investment sales, capital services and research initiatives that the company undertakes. Mr. Shkury also co-manages Arlington Equity Group, an international debt and equity platform which has a focus on Joint Venture Equity and Debt Advisory. Arlington specializes in advising clients through the bond issuance process in Israel.
Since 2002, Mr. Shkury has advised private clients, institutions, operators, equity providers and lenders on pricing, positioning and selling assets throughout New York City. This experience has enabled Mr. Shkury to emerge as an expert within the various asset classes, city, state and federal regulatory agreements and market indicators.
Mr. Shkury is routinely sought out as a resource for the industry, being featured in the Commercial Observer, The Wall Street Journal, NY Observer, New York Post and many other industry publications. In 2009, he was recognized by Real Estate New York as one of the “40 under 40” in the industry.
His philanthropic and civic contributions are numerous as Mr. Shkury regularly supports dozens of professional and not-for-profit organizations such as: American Friends of the Open University, Friends of the Israel Defense Forces, AIPAC, Israel Bonds, Legal Outreach, Lower East Side Tenement Museum, Real Estate Board of New York (REBNY), Community Housing Improvement Program (CHIP), Bronx-Manhattan North Association of Realtors (BMAR) and many others.
Originally from Israel, he came to the United States in 1999 to earn an MBA in finance at the Wharton School of Business and a master’s degree in international studies from the University of Pennsylvania’s Lauder Institute. He previously served as a lieutenant in the Israel Defense Forces. Prior to starting Ariel Property Advisors, Mr. Shkury was a Partner with Massey Knakal Realty Services, now Cushman & Wakefield.
Mr. Shkury lives in Manhattan with his wife, son and daughter.
Tom Shapiro is the President and Founder of GTIS Partners. In addition, Mr. Shapiro is the Chief Investment Officer and is responsible for overseeing all investment activities and strategies of the firm. He is also Chairman of the General Partner’s Committee. GTIS Partners is a global real estate investment firm headquartered in New York with offices in Los Angeles, San Francisco, Atlanta, São Paulo, Brazil, Paris, France and Munich, Germany. The firm has 96 employees and approximately $4.5 billion of assets under management. Prior to starting GTIS Partners, Mr. Shapiro was a Senior Managing Director at Tishman Speyer and a member of the firm’s Investment and Management Committees. Tom is on the Undergraduate Executive Board for The Wharton School, University of Pennsylvania, and the Horace Mann School Board of Trustees.
Will Blodgett is a Partner of Fairstead Capital where he has directed the acquisition of over $2 billion in multifamily property since 2014.
Previously, Will managed the acquisition, financing and development of over 4,500 units for 'The Related Companies'. He also served as Special Assistant to NYCHA Chairman John Rhea, leading teams in developing new City-wide initiatives.
Will holds an undergraduate degree from Yale and an MBA from MIT.
Will Kluczkowski is currently Senior Vice President, Investments at DDG, overseeing day-to-day acquisitions and capital markets efforts nationally. Will joined the firm in 2010 as a Senior Associate focused on acquisitions and capital markets. Prior to DDG, Will was an Associate at Madison Realty Capital, a New York City based real estate private equity firm focusing on the acquisition and origination of debt secured by real estate across the United States. Prior to Madison Realty Capital, Will was an Associate in Morgan Stanley & Co.'s Fixed Income Division trading high yield and asset-backed debt. Will has a MBA in Real Estate and Finance from Columbia Business School, a BS in Operations Research from Columbia University’s (Fu Foundation) School of Engineering and Applied Science and a BA in Economics from Claremont McKenna College.
Yaniv is the founder of Glacier and is responsible for the company's strategic direction and oversees the company's investments and day-to- day management including origination, underwriting, closing, investor relations and asset management functions. Yaniv has over 20 years of real estate experience, 13 years of which have been with leading Wall Street firms where he was responsible for structuring, underwriting, pricing, securitizing and syndicating over $16 billion of commercial real estate loans and equity transactions.
Prior to Glacier, Yaniv was a Managing Director at Bear Stearns / JP Morgan Chase, responsible for structuring and closing over $2 billion real estate debt and equity transactions for institutional clientele. Prior to Bear Stearns, Yaniv was a Managing Director and Head of the CMBS Capital Markets Group for the US at EuroHypo AG, then world's largest real estate investment bank. In that capacity, Yaniv built a large loan CMBS group and oversaw the structuring, pricing, securitization and syndication functions and served on the bank's investment committee in charge of approving all transactions. Yaniv designed and implemented risk-control measures, standardized underwriting and pricing models and structured over $4 billion of real estate loans. Yaniv grew the large loan CMBS business from $600 million to $3 billion within 12 months of joining the firm.
Other positions held by Yaniv included Senior Vice President at Lehman Brothers, PaineWebber/UBS, and Daiwa Securities. Prior to joining the banking industry, Yaniv worked as a real estate consultant at Ernst & Young real estate consulting group, advising real estate owners and operators, and various investment banks.
Yaniv received a BS degree in real estate finance from Cornell University School of Hotel Administration. Yaniv is a member of the CRE Finance Council, was a guest lecturer at Columbia University, a speaker at the Mezzanine Debt industry conference, authored an article on Urban Time Sharing, and was a recipient of the YJP NYC Real Estate Entrepreneur & Achievement Award in 2013. He is also involved with various philanthropic organizations including AIPAC, and American Friends of Rabin Medical Center (AFRMC), among others.
Zach Ehrlich is the founder and CEO of Mdrn. Prior to founding the firm, Zach oversaw components of developer DDG's development portfolio, including the sales and marketing of $500 million worth of luxury real estate in New York and San Francisco.
Zach holds a B.A. from New York University in Real Estate and Economics.
"The greatest wealth a man may acquire is the wisdom that he gains from living. And sometimes out of the small beginnings, come the forces that shape a whole life."
Andrew Barrocas has enjoyed success as a dominant force and respected authority in the New York City real estate industry for many years. In his accomplished career, he has sold over $5 billion worth of property, and managed, trained, recruited and collaborated with the city's top agents and brokers. As CEO and Founder of MNS, Andrew currently oversees more than a billion dollars worth of real estate, as well as an exceptional team of talented agents focused on providing the utmost level of client service.
Andrew entered the real estate field after graduating from the WP Carey School of Business at Arizona State University. He went on to achieve instant success and recognition as one of the "Top 30 Brokers Under 30", according to The Real Deal. Over the years, Andrew has been a continually sought-after expert on real estate who has been featured in The New York Times' "The 30-Minute Interview", quoted in all major New York publications, and spotlighted on The Stoler Report.
Since founding MNS in 2006, Andrew has grown the company substantially in terms of its revenue and its team, which is now over 125 people. He also serves his industry as a licensed teacher through the State of New York, passing on his knowledge and array of professional experience of real estate sales to real estate brokers and salespersons.
Andrew is also an active member of The Real Estate Board of New York (REBNY), The Community Housing Improvement Program (CHIP), Young Jewish Professionals (YJP) and Young Presidents Organization (YPO). He and his wife Rachel are the proud parents of two beautiful girls - Cayden is now 7 years old and Ella is now 5 years old.
David E. Ash founded Prince Realty Advisors, LLC in 2010. David is a graduate of the Leonard N. Stern School of Business at New York University and before opening his own real estate investment firm, David was an Office & Retail Leasing Specialist for The Kaufman Organization, an established real estate ownership group, where he was the company's top producer each of his 4 years of employment generating hundreds of million in leasing revenue. David opened Prince Realty Advisors at a time when the Real Estate and financial markets were in turmoil. During that time David cultivated and aggressively pushed forward a distinct business model, acting as a “matchmaker” for clients to acquire, sell, and transact on commercial real estate assets. His straight-forward approach has produced in excess of $2.7 Billion in sales transactions since inception on many large institutional assets rivaling some of the perennial top firms in the industry.
David's client base includes such companies as Equity Residential, EXTELL Development Company, Kushner Companies, Meadow Partners, HFZ Capital Group, Westbrook Partners, VORNADO realty trust, and Inditex Apparel Group (ZARA U.S.), among others.
David E. Ash received the honor as ONE OF THE TOP TEN POWER BROKERS in New York. David was also Nominated for MOST INGENIOUS DEAL OF THE YEAR award by REBNY (2014 & 2015)
Member: REBNY, ICSC, Power Broker NYC
Douglas B. Heitner is a partner in Kasowitz’s Real Estate Transactions group, where he represents clients in a wide range of real estate matters, including joint ventures, financings, investment sales and acquisitions, secondary market debt acquisitions/dispositions, developments, leasing, loan workouts, public/private projects and real estate related litigation matters.
Mr. Heitner regularly represents the nation’s leading real estate companies, including JDS Development, The Witkoff Group, The Related Companies, Steiner NYC, Starwood Capital, Green Oak Real Estate, LNR Partners, GFI Development, and The Imperial Companies.
Mr. Heitner is ranked in Chambers USA, where he is particularly noted for his strength in joint venture negotiations for his clients. He has also been named to Law360's “Rising Stars” list four times, making him one of only 156 lawyers nationwide selected for inclusion in the prestigious listing. Mr. Heitner is also regularly recognized in The Legal 500, The Best Lawyers in America, and Super Lawyers.
Prior to joining Kasowitz in 2011, Mr. Heitner was an associate in Skadden, Arps, Slate, Meagher & Flom LLP’s real estate group.
Jodi Stein is a partner in Herrick’s Land Use & Zoning Group. Jodi has significant experience representing real estate developers in obtaining discretionary land use approvals through New York City’s Uniform Land Use Review Procedure (ULURP) and before the Board of Standards and Appeals. Jodi also assists clients in obtaining approvals, or resolving issues that arise during the development and construction process. She frequently appears before the New York City Department of City Planning, Department of Buildings and Department of Housing Preservation and Development, as well as the Landmarks Preservation Commission, City Council, Department of Transportation, local community boards and other city and state agencies.
Prior to joining Herrick, Jodi was vice president of acquisitions and development for one of the largest privately-held real estate companies in North America. In that role, she was responsible for growing the company’s $2 billion development platform in New York City, Miami and Los Angeles. Jodi worked on obtaining all approvals for all their new development projects — advising on acquisition and pre-development; directing and overseeing all discretionary and government approvals; forging relationships with community leaders in each city; and working with architects, general contractors, subcontractors and environmental consultants through the various development phases of each project.
Jody Kriss has been focused on development and financing of real estate in NYC his entire 20-year career. Since founding East River Partners LLC in 2010, he has been focused on the development of ten residential condominium projects in Brooklyn and Manhattan with an aggregate value of over $150 million. Six of those projects have been successfully completed and four more are currently under development. Mr. Kriss has been instrumental in ERP’s focus in NYC, applying many years of experience with landmarks, rezonings, assemblages, BSA cases and many other aspects of adding value to properties. Before co-founding ERP, Jody Kriss was a partner in the development of a 47-story ground-up hotel development in Manhattan, the assemblage and sale of a 100,000 SF residential development site in Brooklyn and the re-zoning of a 13-acre waterfront property in Queens. Jody Kriss was an Associate at investment banking firm APC Realty Advisors, where he participated in successfully raising equity and debt capital for several projects including a 100,000 SF loft condo conversion in Tribeca. Jody began his career as an Analyst and Project Manager at the Athena Group where he helped execute the financing and development of 838 Fifth Avenue, a condominium located on Central Park at 65th Street that was the first in NYC to reach $2,000 / SF in sales in 1999. Mr. Kriss received his Bachelors degree in Finance from The Wharton School of the University of Pennsylvania in 1997.
Joe Koicim is a top-producing broker in Manhattan’s Marcus & Millichap office. He is a partner and co-founder of the New York Multifamily Group. As a Director of Marcus & Millichap's National Multi Housing Group, Joe focuses on bringing new capital into both established and emerging New York markets. Joe and his team have set countless sales records for multifamily and mixed-use assets in Manhattan and across the boroughs. Private investors, institutional funds, foreign entities, and nonprofit organizations consistently seek Joe’s high-level expertise to provide them access to lucrative buying or selling opportunities.
Most recently, Joe was responsible for the sale of a 71-unit East Village portfolio, an 86-unit elevator apartment building in Clinton Hill and a 78,000 square foot mixed-use assemblage in Williamsburg. Some of Joe's additional notable transactions include the sale of a 16-building spread throughout prime submarkets in Manhattan and Brooklyn which he sold for $132 million, a portfolio of nine buildings in Midtown West and the Upper West Side, a 96-unit apartment package on West 25th Street, and a newly built high-end elevator building on West 27th Street, adjacent to the Highline.
Joe joined Marcus & Millichap in 2004 and was responsible for the sale of over ten transactions within his first fifteen months with the firm. Joe has facilitated the sale of over three billion dollars in New York City real estate and has qualified for Marcus & Millichap's National Achievement Award every year since 2011. He was recognized as a top 30 under 30 broker by the Commercial Observer in 2008 and was recently named a top investment sales broker by Real Estate Forum magazine. Joe has been quoted in many trade journals and was featured on The Stoler Report: Real Estate Trends for his insight on Manhattan's real estate investment sales market.
A true entrepreneur and innovator, Joe earned a Bachelor of Science in Finance from the University of Maryland's Robert H. Smith School, where he successfully launched a start-up. He is actively involved in several philanthropic organizations, including UJA, and is a founding member of the YJP real estate group. He is also an active member in the Community Housing Improvement Program (CHIP), a trade association representing more than 2,500 apartment-building owners in New York City's five boroughs. Prior to joining Marcus & Millichap, Joe worked in the Wealth Management division at Morgan Stanley.
In his free time, Joe enjoys golf, fishing, tennis and spending time with his family. He currently resides on the Upper East Side with his wife and son.
Joe Scharf is the Founding Partner and CEO of Virgo Business Centers, a Manhattan-based serviced-office provider with over 20-years of experience in the sector. Joe is primarily responsible for all real estate transactions at Virgo, which occupies over 200,000 square-feet of Class A office space in New York City. Virgo operates in The Empire State Building, The Chanin Building, 575 Lexington Avenue, 14 Penn Plaza & 1345 Avenue of the Americas.
Prior to founding Virgo in 1997, Joe was Director of Construction in his family’s real estate company, which was responsible for the developing over 1,000 residential units in gentrifying areas such as the Lower Eastside, East Village, Manhattan Valley, Inwood & Brooklyn.
Currently, Joe is sourcing potential office building acquisitions in NYC in which he intends to deploy strategies that Virgo has been successful with.
Mark M. Mindick is a longstanding partner and has been a substantial part of the growth of the firm for the past 16 years, consulting on a wide range of value-added tax, consulting, and assurance matters, with a specialized focus in the real estate sector. His clients include the greater real estate and financial services community, both domestic and international.
Michael Stoler is the host of the Stoler Report-New York's Business Report.
Mr. Stoler is the president of New York Real Estate TV, LLC, the producer of "The Stoler Report", "Building New York-New York Life Stories" and the "New York Business Report with Michael Stoler". He also serves as a Managing Director at Madison Realty Capital.
Michael serves as the real estate reporter for 1010 WINS AM. The Michael Stoler Real Estate Report debuted in June 2007, airs on the weekends and on the CBS New York web site. Mr. Stoler hosts the Stoler Real Estate Minute which airs on the weekends on newsradio WCBS 880 am.
Ori is a shareholder with Kensington Vanguard National Land Services and a veteran of the title insurance business since 2007. As a recognized brand name in the industry, Ori has cultivated a notable and diverse client base across all asset classes. Outside of his career in title Ori owns a portfolio of properties in Jersey City including a 122 unit journal sq development site set to break ground this fall. Ori lives in Brooklyn with his wife and 2 kids.
Shawn Rosenthal joined CBRE as an Executive Vice President in the Debt and Structured Finance Group in June of 2013. He is primarily responsible for all aspects of the origination and underwriting process including sourcing, evaluating, structuring and negotiating investment and finance opportunities for all property types throughout the United States with a focus on New York City. Over the past decade he has closed approximately 155 transactions for approximately $9,500,000,000 across the country.
Industry awards and achievements include: Winner of the 2008 Edward S. Gordon Memorial Award by REBNY for arranging $700m of debt and equity financing for the acquisition of 650 Madison Avenue. 2010 Forty under 40 – Real Estate Forum magazine. 2009 Stars are Rising - Real Estate New York. 2006 Rising Stars in the Industry - New York Real Estate Weekly.
Shawn is an expert in the mezzanine debt markets and spends significant time on joint venture equity transactions, often speaking on panels at industry conferences. He has authored several articles on these topics and recently completed a chapter in a Real Estate Capital Markets Handbook, a text utilized in European business schools.
Prior to joining CBRE, Shawn was a Principal of the Ackman-Ziff Real Estate Group where he worked from 2000-2013. In 1997-2000 he practiced real estate law at Thacher Proffitt and Wood, a large New York City-based law firm, which worked on a broad range of real estate finance and corporate transactions. Prior to law school, he worked at KPMG for two years as both an auditor and tax associate.
Shawn holds a Bachelor of Arts degree in accounting and economics from Queens College and a Juris Doctorate in Law from New York University Law School. Shawn is a licensed attorney and CPA in New York. He is a member of a host of real estate organizations including the Real Estate Board of New York, Urban Land Institute, International Council of Shopping Centers, National Multifamily Housing Council and the New York State Bar Association.
Stefani Berkin is President of R New York, one of New York City’s largest real estate brokerage companies, where she leads an experienced management team responsible for more than 700 licensed agents. The company’s 100% commission model favors entrepreneurs, rewarding independent operators with the highest payout in the industry. In 2015, Mrs. Berkin introduced a full real estate education curriculum, built around seminars from industry leaders and specialists to support agent needs. She facilitates team building and encourages collaborative work amongst agents. Stefani also formed a partnership with Wounded Warriors to fast-track veterans into second careers with R New York.
Prior to joining R New York, Mrs. Berkin worked on a myriad of high profile deals at The Heddings Property Group, Douglas Elliman and The Modlin Group. She is a member of the Real Estate Board of New York, as well as the Real Estate Divisions of YJP, UJA, AIPAC, and FIDF. Stefani is also a member of The Harmonie Club of New York City.
Mrs. Berkin combines her fortified background with a far-reaching market influence, and has spearheaded R New York to close over $1.8 billion worth of sales. Additionally, she has worked vigorously to lift the company to the top five largest residential brokerages in New York City. Mrs. Berkin is a forward-thinking, passionate and attentive leader who aims to continuously disrupt the real estate industry. Her reputation for marketing luxury properties to elite foreign buyers was built on complete discretion and offering personalized client services to close transactions effectively. In her current management role, Stefani interviews every new agent and seals top-level partnerships with developers to secure exclusive listings for the firm.
Mrs. Berkin is an honors graduate of the University of Michigan, an avid tennis player, and also enjoys dance, theater, fitness and fashion. She is an active supporter of Dress for Success, The New York City Rescue Mission, City Harvest and Race for the Cure.
Steven Vegh started Westwood Realty Associates in 2013 to focus primarily on off-market transactions. Before that he had worked at GFI Realty for 7 years, leaving to pursue note and property acquisitions. He decided to return to brokerage roughly two years later on his own, and has since completed over $6 billion in off-market sales in NYC and Boroughs ranging from one million to a quarter of a billion dollars. He has been known in the industry for his discreet way of doing business and his honesty in which he does it.
Mr. Kore is a Founding Principal at Avenue Realty Capital (ARC), an investment fund focused on providing equity for middle market multifamily properties in NY, NJ & CT.
Prior to forming ARC, Mr. Kore served as Senior Vice President of Investments for the NY Tristate area at Phoenix Realty Group, an institutional private equity real estate fund manager in New York City that manages more than $1.35 billion in assets and nearly 10,000 apartment units across the U.S. Mr. Kore was responsible for the origination, acquisitions and joint venture structuring of urban and suburban residential investments.
Previously, Mr. Kore was responsible for acquisitions and development at Colgate Development, a prominent mixed use development company, where he led site evaluation, acquisition and the initial design phase of residential, hotel and mixed use projects.
Additionally, Mr. Kore served as Manager at Ernst & Young’s Transaction Advisory Private Equity group in the New York office.
Mr. Kore earned his Master of Science in Real Estate Development and Finance from Columbia University, and his Bachelor of Business Administration with honors from Baruch College at the City University of New York. Further, he is a Certified Public Accountant (CPA) in New York State.
The Young Jewish Professionals Real Estate Network is the organization's oldest industry, serving a vibrant community of owner-operators, investors, and service providers.
On Tuesday, November 7th, 2018 the bi-annual Real Estate Deal-Makers Conference will convene 250+ active local deal-makers, principals, and investors to analyze the state of the market, discuss trade secrets with experts in every major sector, and make business. Meet leaders who have shaped major city skylines, from Shanghai to Downtown Brooklyn as they cover topics ranging from new investment opportunities and deal-sourcing, trends in commercial sales, marketing, and new real estate technologies, to identifying new avenues for collaboration — all in a confidential setting.
This event is by invitation-only, exclusive to principals, developers, investors, and top brokers—all staples of our strong and diverse real estate network.
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For questions or nominations, please email firstname.lastname@example.org
To Be Announced
This event starts on November 7th at 11:45 AM.