Midlands Business Journal July 21, 2023 CRE Summit

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FRIDAY, AUGUST 25, 2023 CHI HEALTH CENTER OMAHA attendCRESummit.com

Charting the Course

CRE SUMMIT MORE RELEVANT THAN EVER

More than three decades since the CRE Summit was first launched, organizers said the event, scheduled for Aug. 25 at CHI Health Center, is more relevant than ever. Event founder Jerry Slusky said current economic conditions and other market challenges rank with anything he’s seen over the past 30-plus years.

“We’ve had eight, nine years of blessed things going on in our lives, like 3-4% interest rates and low construction costs and we built the heck out of America and Omaha and Lincoln,” he said. “Then, all of a sudden, we get COVID, construction prices jumped up at least 20% and we get smacked with these interest rates.

“So where does this stand today? I’d put this one at a six/seven on a 10 scale of severity. This is up there with 1990, ’91, ’92 and we haven’t actually seen all the results yet.”

Slusky said the themes of the 2023 event – including charting the course of the future and building your own capital as a professional – reflect the realities of the local real estate market today.

“The content changes every year to fit the times,” he said. “Each of the subjects we’re tackling this year is a way to educate our CRE professionals, the whole group of them. It’s 900-1,000 people who are all professionals making a living in commercial real estate. They look forward to [CRE Summit] every year kind of like a barometer of where are we at and where are we going.”

Hitting the Sweet Spot

Chris Mensinger, senior vice president at Colliers, said the 2023 summit strikes the right balance by addressing the fundamentals of commercial real estate success through the lens of current market conditions. For example, money will never be unimportant to the process, which is why several presentations will look at ways to finance old and new projects.

“We’ve got a lot of talks that have to do with finance,” she said. “We’ve got a breakout session on creative finance techniques that some people can use in this environment that may

help them build their equity stack. Then there’s a more traditional finance breakout as well.

“We’ve also got a construction project breakout session that talks about how to get things done with the supply chain and the worker shortages. When these were first being put together, we were talking about 3% interest rates and some of the supply chain things had caught up. But the cost of the construction and labor are now adding on to some of those costs, so getting a construction loan is much more complicated.”

Tailoring the Message

Mensinger said the topics are also addressed in such a way that professionals of various backgrounds and experiences can take home something useful.

“We’ve noticed in the last few years that the room has gotten not only younger by age, but also in years within the commercial real estate world,” she said. “So, we’ve got a couple of breakouts where they can pick and choose tables they sit at and sit with some really strong, experienced people in the commercial real estate market who can answer questions about how they are dealing with problems. These sessions are targeted towards people who are a little bit newer to the industry.”

Slusky noted that for as valuable as the presentations are, it is this type of collaboration that many attendees come back for year after year.

“To get a commercial real estate deal done, whether it’s a development or purchase of land or purchase of an existing building with business occupancy, there are many of these trades that get involved,” Slusky said. “From the companies that are doing the survey and the architects to the developers and the bankers, there’s so much collaboration and there’s so much time involved.

“With a market that’s changing, like the one that we’re in right

CRE Summit • Page 6 • July 21, 2023
JERRY SLUSKY FOUNDER, CRE SUMMIT CHRIS MENSINGER
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SENIOR VICE PRESIDENT, COLLIERS
CRE Summit • Page 7 • July 21, 2023

Charting the Course

CRE SUMMIT MORE RELEVANT THAN EVER

now, it takes creativity and a lot of different minds to figure out how we get these things finished. Looking at some of the new developments in town, they’re complicated. For that reason, even though we compete with each other, I don’t feel competition that heavily in our industry. This is a team sport; it is really about moving things forward for our clients and getting things done that are good for our city.”

Leading From the Front

The changing times are also reflected in some of the topics addressing brand-building. These include how to create one’s path through success and failure, the elements of a sound professional reputation and issues surrounding environmental, social, and corporate governance (ESG).

“These issues have grown and become much more important,” Slusky said. “What used to be esoteric is not so esoteric anymore. There are lenders who won’t lend unless you’re following ESG guidelines. It is a big deal, and we feel like it’s important for us to identify those issues and incorporate them into the program.”

The conference closes with a look forward to Omaha’s commercial development future which, despite current challenges, appears to be very bright.

“In the near future, there will be a lot going on in the urban core with the developments that are happening along the riverfront,” Mensinger said. “I think housing is going to stay very, very big, especially with the interest rates the way they are. People aren’t going to be able to afford single-family housing, so there’s going to be some more multi-family developments and other opportunities that are going to be really strong.”

“Ten years ago, everyone said, ‘I don’t think I want to come out to Omaha or Lincoln or Kearney,’” Slusky said. “Now they’re flocking here and they’re flocking here because it is a very good part of the country. It’s growing, it’s steady, it’s trustworthy, it’s safe. I think we’re in for some very positive times.

“I think of Omaha as a big ship that’s been sailing very nicely. The seas have been a little rougher now, but boy, we’ve got a lot of momentum. Once these interest rates dissipate a little bit, we’re going to continue to cook. This is a very attractive market.”

CRE Summit • Page 8 • July 21, 2023
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I think of Omaha as a big ship that’s been sailing very nicely. The seas have been a little rougher now, but boy, we’ve got a lot of momentum.
CONTINUED
- JERRY SLUSKY, FOUNDER, CRE SUMMIT

CREW Omaha 2023 Board of Directors

Emily O’Connor, Bridget Bumgardner, Leigh Andres, Marlene Knight, Cass Paben, Sara Jansen, Jenn Kanne, Leslie Suhr, Sara Hanke, Heather Fredrick, Cynthia Ray

– transforming the commercial real estate industry by advancing women –
THE MIDWEST’S PREFERRED RETAIL REAL ESTATE COMPANY 10855 W Dodge St, Ste 270 • Omaha, NE 68154 • (402) 330-5480 • www.LernerCo.com CRE Summit • Page 9 • July 21, 2023
Rendering © Lifang

Top Awards

EVENT HIGHLIGHTS DEAL & DEVELOPMENT OF THE YEAR WINNERS

Each year CRE Summit solicits submissions for its Deal and Development of the Year awards. This year’s winning projects and transactions have proven to bring economic growth to both Omaha and Lincoln.

Deal of the Year, Omaha: Relocation of Fusion Medical Staffing

Fusion Medical Staffing has seen incredible growth in recent years, growing from approximately 600 associates to nearly 1,000. This type of expansion necessitated a move to a larger building.

The company partnered with Ed Fleming, executive vice president of Colliers, to assist in its search for a property and found the highly visible 115,545-square-foot Waterford West building at 18881 West Dodge Road. Fusion leased all five floors at the location. Aligning with its mission of encouraging health and wellness, Fusion Medical

Staffing also secured additional fitness space on the first floor. Some key building amenities include a large conference area, an outdoor terrace, a Starbucks kiosk, and underground parking.

Fusion is the first tenant of its size in the building along the West Dodge Road corridor, which is experiencing rapid growth in commercial office space.

“This provides a long-term headquarters for Fusion Medical, giving them outstanding signage, location, and a wonderful work environment for current and future employees,” Fleming said. “It’s really about helping our clients drive their businesses forward … and this deal is a perfect example of that. I want to give special thanks to Fusion Medical as they are a fantastic company and have built an incredible culture. Fusion Medical truly understands how providing a best-in-class work environment will continue to propel their business forward for decades to come. It’s been both an honor and a privilege to represent them.”

Development of the Year, Omaha: Brickline at the Mercantile

The former Conagra campus at 10th and Farnam streets has been transformed into a new mixed-use space, with the first phase, the Brickline, now open. The Brickline at the Mercantile consists of a 378-unit apartment project, including 40,000 square feet of restaurant and retail space, wrapped around a city-owned parking garage. The $120 million project utilized tax increment financing (TIF) and capital improvement plan (CIP) funds, private opportunity zone equity and local bank financing. Site development began in 2020, with vertical construction starting in 2021. Labor and material shortages slowed progress, but in 2022, the full-

CRE Summit • Page 10 • July 21, 2023
ED FLEMING EXECUTIVE VICE PRESIDENT, COLLIERS NEBRASKA JOEL JENSEN VICE PRESIDENT, FIRST NATIONAL BANK OF OMAHA
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RICHARD MEGINNIS PRESIDENT, NAI FMA REALTY RENDERING OF THE NEW FUSION MEDICAL STAFFING LOBBY (COURTESY OF RDG)
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Top Awards

EVENT HIGHLIGHTS DEAL & DEVELOPMENT OF THE YEAR WINNERS

scale project took shape. Apartments were available for rent in February 2023 and by October 2023, the Brickline at the Mercantile is expected to be completed, with all multi-family units and restaurant spaces finished and available for occupancy.

“What had been primarily ’private’ property, and dark after business hours, will now be open and accessible to the community, enlivened with households, restaurants, entertainment options, and access to public spaces,” said Joel Jensen, vice president at First National Bank of Omaha, who assisted in the financing. “The Brickline is a transformative project for the city of Omaha – bringing life back to the Conagra campus and acting as a seamless extension of the Riverfront Park project which was just completed this summer.”

Brad Soderwall, managing director with Hines, led the project.

Deal of the Year, Lincoln: Sale of the Allstate Campus in Lincoln to Bryan Health

The $16 million deal to acquire the former Allstate campus represents one of the last year’s largest sales in Lincoln.

Before the campus was put on the market, NAI FMA Realty was notified. The team contacted long-time client Bryan Health, which was looking for space to expand its clinics and offices. After several months of meetings and site visits, the deal was completed in October 2022.

The campus consists of two buildings totaling 179,090 square feet along with an undeveloped office pad site, all situated on 23.56 acres. The site allows for another 85,000-square-foot building along with 20,000 square feet on a separate portion of the parcel. After the sale, a short-term lease agreement was negotiated and executed between Allstate and Bryan Health to allow for some of the Allstate workers to continue using the space until another space was found.

“In 2016, Bryan Health completed a 10-year master plan, and one of the needs they identified was a centralized facility for business and support functions,” said Richard Meginnis, president of NAI FMA Realty. “Bryan Health continues to grow its health system and patient care in the community and with this purchase, it frees up space at the hospital campuses for more medical clinic space and patient services. Plus, as a large growth employer, Bryan can attract and retain employees with this first-class location that is accessible to employees and nearby existing campuses.”

Alongside Meginnis, the deal was completed by Mike Ball, vice president, sales & leasing, Scott Vyskocil, senior vice president, property management of NAI FMA Realty, and David Barton, first vice president, and Steve Sheppard, first vice president of CBRE.

Development of the Year, Lincoln:

Antelope Tower

Antelope Tower is a five-story building located near Lincoln’s Telegraph District and downtown. It features 17,000 square feet of commercial space on the first floor with four additional floors consisting of 93 residential units. It is centrally located and easily accessible to bike trails, large employers, retailers, restaurants, and schools.

Hoppe Development, which has owned the site since 2009, aimed to revitalize the area, notably the block west of Antelope Valley Parkway in the K and L streets corridor. John Hoppe, Jr., principal, led the project.

Opened in July 2022, Antelope Tower currently houses Share Tea, Early Bird Breakfast Brunch, and Lincoln Orthopedic Physical Therapy.

CRE Summit • Page 12 • July 21, 2023
BRICKLINE AT THE MERCANTILE. (COURTESY OF FNBO) SITE OF THE NEW BRYAN FIRETHORN CAMPUS. (COURTESY OF NAI FMA REALTY) ANTELOPE TOWER. (COURTESY OF NAI FMA REALTY)
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CRE Summit • Page 13 • July 21, 2023

CRE Summit Hall of Fame INTRODUCING THE 2023 INDUCTEES

MIKE KIVETT PARTNER, WALENTINE O’TOOLE, LLP

Mike Kivett, a partner at Walentine O’Toole, LLP, chairs the firm’s banking & finance and business transaction practices and primarily represents banks and other lenders in commercial real estate loans and other loan transactions, along with creditors’ rights. With more than 40 years of legal expertise, Mike has been engaged in all aspects of lending for financial institutions. Known f or his practical, no-nonsense solutions, Mike enables his clients to engage in action, rather than reaction. Focusing on superior clie nt knowledge and service, Mike ensures his clients’ understanding and mitigation of attendant risks.

He received his law degree, cum laude, from Creighton University in 1980, and his undergraduate degree in business administration from the University of Iowa. He is admitted to practice in Nebraska, Iowa and South Dakota. He has been inducted as a Fellow of the American College of Mortgage Attorneys, a select group of distinguished real estate mortgage law experts. Mike is also past chair of the Bank Attorneys Section of the Nebraska State Bar Association. He is currently listed in Best Lawyers in America, Real Estate and Gre at Plains Super Lawyers, Banking.

DON LINSCOTT ASSOCIATE BROKER, GREENLEAF COMMERCIAL REAL ESTATE

Don Linscott has extensive and diverse real estate knowledge that spans over 35 years and encompasses all aspects of brokerage. In the early ’90s, he began developing commercial properties completing numerous build-to-suit projects. His experience in site selection, building design and construction has satisfied many clients’ long-term business needs. Don focuses his energy on all aspects of commercial brokerage with his primary focus on retail site selection and sales and leasing of commercial property. He has built many long- term relationships and is committed to providing clients with sound real estate opportunities.

In addition, Don has a tremendous amount of experience working with clients in the acquisition and disposition of investment re al estate. His specialty is identifying investment properties for clients looking for either a 1031 exchange or a long-term investment. He works with clients on the return of an investment over a five-year period and can assist in securing financing for the property. His professional affiliations include: licensed real estate broker, State of Nebraska; Certified Commercial Investment Member (CCIM), member; So ciety of Industrial and Office Realtors (SIOR), member; ICSC (International Council of Shopping Centers), member; Lincoln Chamber of Com merce, member; Lincoln Independent Business Association, member; Rotary Club, member.

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Congratulations, John Waldbaum & Ed Fleming John Waldbaum 2023 CRE Summit Hall of Fame Inductee Ed Fleming 2023 CRE Summit Deal of the Year

CRE Summit Hall of Fame INTRODUCING THE 2023 INDUCTEES

John Waldbaum is a highly esteemed professional in the commercial real estate industry, known for his exceptional expertise and accomplishments. In 1989, he co-founded the management division of Pacific Realty alongside Jay Noddle, and their venture experienced remarkable success. Throughout his career, John has established strong working relationships with renowned Omaha businesses, including Mutual of Omaha, First National Bank, UNMC, and Security National Bank, among others. Notably, his client ele extends across the United States, showcasing the breadth of his influence and reputation. Prior to his executive direction at P acific Realty, John researched and prepared analysis proposals on possible acquisition candidates to InterNorth’s Executive Committee and Boar d of Directors. Culmination of his department’s activity included the purchase of Houston Natural Gas for $2.3 billion.

A significant achievement in John’s career was his pivotal role in assembling multiple parcels of land in downtown Omaha for th e construction of the future home of First National Bank, known as the FNB Tower. Since 2004, he has leased an astounding 48 mill ion square feet of commercial real estate, amounting to a total transaction value of $243 million. Furthermore, he has achieved not eworthy success in real estate sales, having closed deals cumulatively valued at $267 million (including tax protest savings).

David Martin Schmidt is the past president of Concorde Managment & Development. He retired five years ago but is still active in his profession. His 52 years in real estate started after graduation from the University of Nebraska with a degree in Business Administration. In 1971 David started working for a real estate company learning all facets of real estate, then moving on to o wning and managing an appraisal company and real estate brokerage franchise office with Century 21. In 1984 he co-founded Concorde Manage ment & Development, Inc. in order to manage and develop the real estate investments owned by himself and his partners. Since that ti me, the Lincoln-based company has expanded its reach to include fee management for other owners and investors throughout Nebraska and I owa. David retired as president and sold his company to his son, Dana Schmidt and Aaron Fenton in 2018. Through David’s leadership, Concorde became a company known for its integrity and dedication to excellence, which continues on today.

During David’s 52 years in the industry he has been a member of the National Association of Realtors, the Lincoln Realtors Asso ciation, served on the Board of Realtors and was chair of the Education Committee. Previously he was a member of the Institute of Real E state Management-Chapter 12 (IREM). He obtained the designation of Certified Property Manager through his affiliation with IREM.

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we plan events. we deliver wow. a national & regional powerhouse in meetings & events Brickline at the Mercantile Commercial Real Estate Summit’s 2023 Development of the Year, Omaha Congratulations, Brad Soderwall and Hines! Visit MBJ.com to submit an event. EVENT calendar Midlands Business Journal’s event calendar allows the region’s business and nonprofit communities to share information about their upcoming events. Events may be submitted by organizations based in or serving the Omaha metro area including the counties of: Douglas, Sarpy, Pottawattamie and Lancaster. To be eligible, the event must be an in-person business or nonprofit event of interest to the business community such as conferences, networking, seminars or fundraising programs with business programming. Please do not submit paid courses, coaching, concerts or exhibitions. Listings will appear on the event calendar upon approval.
Event?
CRE Summit • Page 17 • July 21, 2023
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Conference Agenda

7:30 AM-8:30 AM REGISTRATION OPENS

8:30 AM-9:00 AM 2021-2022 HIGHLIGHTS AND PROGRAM OVERVIEW

Chris Mensinger, Senior Vice President | Nebraska, Brokerage Services, Colliers - Co-Chair of CRE Summit: WELCOME AND PROGRAM OVERVIEW

Jerry Slusky, Esq., Partner, Smith Slusky Law - Founder & Chair of CRE Summit: THE CHANGING WORLD OF CRE

Deals of the Year:

Lincoln: Richard Meginnis, President; Mike Ball, Vice President, Sales & Leasing; and Scott Vyskocil, Senior Vice President, Property Management of NAI FMA Realty; and David Barton, First Vice President; and Steve Sheppard, First Vice President, CBRE for the Sale of the Allstate Campus in Lincoln, NE to Bryan Health

Omaha: Ed Fleming, Executive Vice President, Principal | Omaha, Colliers Nebraska for the relocation of Fusion Medical

Development of the Year:

Lincoln: John Hoppe Jr., Principal, Hoppe Development for Antelope Tower

Omaha: Brad Soderwall, Managing Director, Hines for Brickline at the Mercantile

EDUCATING THE NEXT GENERATION OF CRE LEADERS

9:00 AM-9:30 AM Insights into the current CRE economic environment

Ernie Goss, Ph.D., MacAllister Chair & Professor of Economics, Creighton University

9:30 AM- 9:45 AM NETWORKING BREAK

9:45 AM-10:30 AM BREAKOUT SESSIONS: GROUP 1

BREAKOUT 1: Creative Financing Techniques: PACE Financing, Participating Debt, TIF, HUD Loans

DESCRIPTION: With the difficulty in finding Lenders that are willing to make CRE loans in this environment, this panel will discuss the several techniques that are available to the CRE community that will assist them in building their equity stack.

MODERATOR: Jennifer Taylor, Assistant City Attorney, City of Omaha

PANELISTS: Kellie Johnston Dorsey, Choice Neighborhoods Manager, City of Omaha

• David Levy, Partner, Baird Holm LLP

Steve McGreer, President & Owner, Asset Environments • Alysia Radicia, Partner, RDG Planning & Design

BREAKOUT 2: Empowering Construction Project Delivery

DESCRIPTION: With cost increases, supply chain issues and workforce shortages, project delivery methods have begun to change. The session will discuss Integrated Project Delivery and how it is becoming the most logical method to delivering projects that meet the goals of the Owner/Developers, Architects, Engineers and Construction Partners.

MODERATORS: Ashley Kuhn, President, Blair Freeman

PANELISTS: Ellie Barko, Director of Teaming Agreements and Construction Operations, Blair Freeman

Amy Gutschewski, Mechanical Project Manager, The Waldinger Corporation

Natalie Huntley, Estimating Manager, JE Dunn Construction • Martha Leahy, Senior Project Manager, Turner Construction

Penny McWilliams, Senior Manager, Project Development, Baxter-Kenworthy Electric

BREAKOUT 3: How is Lincoln dealing with higher interest rates and construction costs?

DESCRIPTION: The session will provide a perspective on Lincoln’s current commercial real estate conditions. Jason Ball will have an overview of Vitality Lincoln and update on any current projects. DaNay will be reviewing and discussing what they are seeing in regard to development - including issues that may be affecting development or real estate deals. Bob will be discussing the commercial Lincoln financial market and how the current economic conditions may be affecting financing and how deals are being financed or how they may be financed in the future.

MODERATOR: Scott Vyskocil, Senior Vice President, NAI FMA Realty

PANELISTS: Jason Ball, President & CEO, Lincoln Chamber of Commerce

DaNay Kalkowski, Development /Real Estate Attorney, Seacrest and Kalkowski

Bob Panzer, President, Exchange Bank - Lincoln

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2023 CRE SUMMIT | FRIDAY, AUGUST 25TH

BREAKOUT 4: Roundtables/Open Discussion: Breaking in and moving up: Successes and failures, how to create your own path

MENTORSHIP ROUNDTABLE

MODERATORS: Gabby Estivo, Vice President, NAI NP Dodge & Zach Reinhardt, President, Real Estate, Evergreen Entreprises

NETWORKING ROUNDTABLE

MODERATORS: Spencer Goldenberg, Broker, Oak Investment Real Estate & Lisa Lackovic, Architectural Representative, Endicott Clay Products

ART OF NEGOTIATION ROUNDTABLE

MODERATORS: Jerry Banks, Principal Owner, Jerry Banks Group & John Heine, Broker, Oak Investment Real Estate

TEACHABLE MOMENTS: Lessons learned, learn from our mistakes.

MODERATORS: Lindsay Banks, Development Project Manager, Lockwood Development & Tami Moore, Real Estate Development Manager, Assurity

10:30 AM-10:45 AM NETWORKING BREAK

10:45 AM-11:30 AM BREAKOUT SESSIONS: GROUP 2

BREAKOUT 5: Conventional Financing, Loan Maturity, Underwriting, Best Practices in these difficult times

DESCRIPTION: This panel will discribe what it takes to obtain a commercial real estate loan in this difficult high interest rate environment. Panelists represent various sized instituations who will share their insights from their particular vantage points.

MODERATOR: Samantha Mosser, Nebraska President, Bankers Trust

PANELISTS: Adrian Hernandez, Senior Vice President, Dundee Bank • Jason Kinnison, Managing Director, NorthMarq Brett Michael, Vice President - Commerical Lending, Pinnacle Bank

BREAKOUT 6: Property Management Best Practices during these difficult times

DESCRIPTION: During this session, a variety of leaders from CRE companies all of whom understand the difficulties encountered in CRE Management will discuss how operating a property efficiently produces better financial results.

MODERATOR: Dan Dutton, Co-Managing Principal, Lee & Associates | Omaha

PANELISTS: Danel Jung, Executive Vice President, Dakota REIT • Simone Mason, Senior Property Manager, Red Prairie Management Phil Murante, CEO, Cutchall Management Co. • Brett West, Sr. Director of Real Estate Development, Assurity Life Insurance Company

BREAKOUT 7: The Shifting Sands of Commercial Real Estate: Legal and Development Insights

DESCRIPTION: This panel will have two highly-qualified real estate lawyers provide techniques for working through these high interest rate times. In addition, a developer and the president of a large real estate trust will discuss insights from an owner and developer’s standpoint that have helped them work through these times.

MODERATOR: Katy Rehan, Attorney, Smith Pauley LLP

PANELISTS: Ryan Haller, Managing Principal, McNair Living LLC • Matt Pederson, President, DakotaREIT Jen Rattner, Attorney, Rigenberg & Rattner Law, LLC

11:30 AM-11:45 PM NETWORKING BREAK

12:00 PM-1:00 PM KEYNOTE SPEAKER/NETWORKING LUNCH

2022 HALL OF FAME CLASS

Mike Kivett, Partner, Walentine O’Toole, LLP • Donald Linscott, Associate Broker, Greenleaf Commercial Real Estate John Waldbaum, Vice Chairman, Colliers Nebraska • David Schmidt, Associate Broker, Concorde Management

Luncheon Session: Omaha Development Update *Fireside Chat with Jerry and Chris Rachel Jacobson, President, Heritage Omaha

1:00 PM-1:15 PM NETWORKING BREAK

MIDLANDS BUSINESS JOURNAL CRE Summit • Page 19 • July 21, 2023
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Conference Agenda 2023 CRE SUMMIT

Conference Agenda

PM-2:00 PM BREAKOUT SESSIONS: GROUP 3

BREAKOUT 8: ESG in Real Estate: National and Local Impacts

DESCRIPTION: This session will provide insights on both macro and micro levels. Sarah Gudeman of BranchPattern will kick things off with a straightforward introduction to ESG, aiming to demystify the topic and highlight its balance of people, planet, and profit. Next, Marco Floreani from the City of Omaha will delve into local developments. And then Tim Malik from First National Bank of Omaha will offer a practical case study, revealing the internal motivations driving FNBO’s ESG actions, goals, status, and the interventions that have made the most significant impacts. Sarah will wrap up the session with specific examples of ESG in action, with a Q&A segment to conclude.

CONTRIBUTORS: Sarah Gudeman, Practice Lead, BranchPattern

Marco Floreani, Deputy Chief of Staff for Economic Development, City of Omaha

Tim Malik, Senior Director, Property Management, First National Bank of Omaha

BREAKOUT 9: The State of Housing in Omaha and Its Impact on Commercial Real Estate

DESCRIPTION: This panel will explore solutions to this issue including build for rent, workforce housing, tax credits, etc. The panel also includes experts in multi-family housing who will review that market and solutions for working through today’s high interest rate environment.

MODERATOR: Jason Thiellen, CEO, E & A Consulting Group, Inc.

PANELISTS: Adam Flanagan, Managing Director, Bleustem Capital Partners • Bryan Pritchard, Founder & CEO, TriCap Residential Group Mark Stodola, President & Owner, Charleston Homes

BREAKOUT 10: How to Build Your Social Capital and Become an Industry Leader

DESCRIPTION: It’s no secret that a key ingredient to our success as CRE professionals is who you know. But how do you build a robust network while staying current in the industry? This session will provide an overview of different opportunities that one can engage in to do so, namely, Leadership Omaha, CREW Omaha, ULI, and the Spark Developer Academy. All are incredible assets available to us and the panelists will share why they have invested in each and how you can do the same.

MODERATOR: Jenni Shukert, Senior BD Specialist, Olsson

PANELISTS: Leigh Andres, President, CREW Omaha • Cesar Garcia, Leadership Omaha Class 38 • Jay Lund, Chair of ULI Omaha • Angel Starks, Spark Developer Academy

2:00 PM-2:15 PM NETWORKING BREAK

2:15 PM-3:00 PM CLOSING SESSION: Charting the course as Omaha moves forward

DESCRIPTION: This panel of prolific developers will discuss moving forward in today’s market and will provide insights into how they are working through these difficult times.

MODERATOR: Chris Mensinger, Senior Vice President | Nebraska, Brokerage Services, Colliers - Co-Chair of CRE Summit & Jerry Slusky, Esq., Smith, Pauley, Slusky, & Rogers LLP; Slusky CRE, LLC- Founder & Chair of CRE Summit

PANELISTS: Arun Agarwal, CEO, White Lotus Group • Craig Carlson, Director - Corporate Real Estate, Mutual of Omaha Tom D’Arcy, Senior Managing Director, Hines • Dave Fanslau, Planning Director, City of Omaha Sam Noddle, President of Noddle Hospitality, Noddle Companies

3:00 PM-5:00 PM Meet and Greet: Who’s who of CRE: networking, complimentary cocktails - Annie’s

1:15
CRE Summit • Page 20 • July 21, 2023
2023 CRE SUMMIT | FRIDAY, AUGUST 25TH CRE summit SPECIAL SECTION CONTINUED

PRESENTS ITS ANNUAL

Commercial Office Space, Retail Space & Industrial Space

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Page 4 • July 21, 2023 Fr i day Au g u st 2 5 t h C H I H E A LT H C E N T E R O MA H A 3 4 t h A n n u a l YOU CAN' T MISS THIS! JOIN US TO GET YOUR KEYS TO CRE SUCCESS! Let ’s come together for one jam-packed day! 12 PANELS INDUSTRY LEADERS CONNECT NETWORK COLLABORATE 1000+ Executives REGISTER NOW $325 THRU AUG 18 / $375 AFTER AUG 18 attendCRESummit.com

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