September 13 September 14 September 15
Breakfast buffet Breakfast buffet Breakfast buffet
Welcome breakfast for
1st time attendees Optional:
Host campus Plenary session hotel checkout
presentation 8:30 - 9:30 Concurrent sessions 8:30-9:30
8:30-9:00 Kelly/Crawford 1. Real Estate Appraisal: Reviewing the Appraisal - Understanding What You Got! This Allen Meachum, U. of California, Asst. Director How-to
session will focus on practical approaches to reviewing and using an appraisal report Real Estate
once it has been received. Examples and discussion will focus on how to identify errors
and get them corrected; and how to identify and use the appraisal’s data and analysis
in the university’s decision-making process. Examples will be drawn from actual
appraisals of a variety of property types and interests. Certain of these examples will
be drawn from appraisals whose instructions were used as examples in the session
“Instructing the Appraiser – Getting What You Want”, to illustrate key connections
between the instructions given at the beginning of the assignment, and the review of
the appraiser’s end product.
2. Hidden College Town Economics: Attracting Desired Retailers & Restaurants John M. Millar, Divaris Real Estate, Inc. Presentation
Break 9:30-9:45 3. Quick Tips for Developing Leased Spaces Reliably and Efficiently - What happens Victoria Fong, AIA, LEED AP - Dir., Project Dev., UCSF Real Estate How-to
Market conditions & forecast 9:00-10:15 when you get an initial request for space planning and programming and there’s no Services
one around to guide you? While you’re closing in on the lease, what can you do to pave
the way? Victoria Fong, AIA, Project Development Director at UCSF and architect, will
offer her 30 years’ of institutional and private sector experience developing tenant and
campus administrative spaces to help you with a successful development when
efficiency and economy matters.
Concurrent sessions 9:45 - 10:30 Break 9:30-9:45
1. Financing Campus Projects in Today's Credit Markets - What steps can be taken to position David Chadwick, Managing Dir., U. of Colorado RE Foundation and Linda Presentation Concurrent sessions 9:45 - 10:45 TBD
campus projects for the most cost effective financing? You will learn from an investment Eremita, Managing Dir. M&T Education Investment Banking & Fin. Adv.
banker and former credit analyst about factors affecting credit worthiness and ratings, the Services
impact of privatized development on institutional credit ratings and how for-profit uses can be
incorporated into projects financed with tax-exempt debt. You will also hear a case study
involving the refinancing of a privatized student housing project during the early strategies of
the credit crisis.
2 Valuing Real Estate with the Income Approach, Part I (This is aimed at members who are Gary DeWeese, MAI, CRE is the founder and principal of Real Estate Strategic Presentation 1. University of Toronto Student Residence Public-Private Partnership - Canadian Nadeem Shabbar, Chief Real Estate OfficerU. of Toronto Presentation
interested in understanding the use of the income approach and will be presented as a case Solutions, LLC Universities have not engaged the private sector in developing its properties. A lot of
study.) this is based on traditional perceptions that the private sector will only be concerned
about its profit margin with no understanding or appreciation of the University's
Academic needs. The University of Toronto is 183 years old and has not entered into a
real estate transaction with the private sector until now. In the last two years a
number of Canadian Universities have explored Public Private Partnerships for student
residence space. The University of Toronto's proposal will be the first such partnership
in an urban Canada setting.
3. Legal Issues Associated with Leases and Other Real Estate Transactions Florence Mayne Round Table 2. TBD TBD TBD
Break 10:15-10:30 Break 10:30-10:45 3. TBD TBD TBD
Group Exercise Concurrent sessions 10:45 -11:45 Break 9:30-9:45
1. Valuing Real Estate with the Income Approach, Part II Gary DeWeese, MAI, CRE is the founder and principal of Real Estate Strategic Presentation Closing Plenary 11 AM-Noon
SPEED NETWORKING 10:30 - 11:45 Solutions, LLC Join the group to discuss conference benefits and provide input for new ideas to enhance future AUREO conferences.
2 PPPs: There's Nothing Easy About Them, But The Rewards are Worth the Investment Diane Branch, Howard University with Patricia Adeu, Real Estate Solutions Presentation
This fun networking exercise is similar to speed dating, only here we are meeting AUREO connections in short intervals. This energizing networking opportunity will allow you to capitalize on your time for maximum introductions. You will meet in an informal Group, LLC
atmosphere to introduce yourself to fellow AUREO members. Use your “dance card” to keep track of conferees you want to connect with during the conference, at one of the outings, meals, breaks, etc. 3. TBD Jones Lang LaSalle (To be finalized) Presentation
Plated lunch Lunch with awards presentation Noon - 1:30
Concurrent sessions 1 - 2 PM Conference Concludes at Noon
1. Instructing the Appraiser - Getting What You Need - This session will focus on the importance of the Allen Meachum, U. of California, Asst. Director How-to
instructions given a real estate appraiser at the beginning of the assignment, and approaches to instructions Real Estate
that increase the odds that the appraisal will be a useful decision-making tool for the university real estate
official. Examples will be drawn from actual appraisal instructions for a variety of property types and interests.
Attendees will learn how to apply key elements of the Uniform Standards of Professional Appraisal Practice to
focus the appraiser on delivering a useful report. Certain examples of instructions in this session will then be
carried through to serve as illustrations in the session “Reviewing the Appraisal – Understanding What You Got”.
2. Round Table on Commercial Lease Considerations in Today's Market - This roundtable seeks participants who Gregory Ewig, Director of Real Estate and Facilities Business Support, Round Table 1:30 - 2:15
want to discuss what to do if your landlord goes into bankruptcy or foreclosure; what happens if you are the only Minnesota State Colleges and Universities
tenant in a multi-tenant building; current lease deals and the benefits of approaching your landlord early to
restructure your lease; broker management in a down market.
3 Understanding Due Diligence – It’s Not Just Environmental Jeffrey Potter, Duke University Presentation AUREO Business Meeting
Remove uncertainty from key decisions by making comprehensive inquiries into property before you buy it.
Discussions will include an in-depth look at environmental, engineering, financial, legal, and management
assessments, and the impact of those findings on the property and your University.
Break 2:00-2:15 Linked-In and How AUREO Works for You!
Concurrent sessions 2:15 - 3:15 PM 2011 Host Presentation
1. Web-based Lease Management System, AMTdirect - “Business as usual” is impractical, and success is Allison Luck, Sr. Real Estate Officer, Virginia Commonwealth University Presentation 2:15 - 2:30 Group photo
progressively defined by how quickly we act and how well we react. Real estate as one of the top three expense
items in business is often managed the same old way: one event-at-a-time with records-based manual systems.
Post-it notes, Excel spreadsheets, high-lighters and red pens stand out as key management aids. Examine VCU's
application used to assist with lease management.
2. Solving the Recruitment Issue in 2010? Faculty & Staff Rental Housing at George Mason University Jody Winter, Principal, JFW Consulting Presentation
3. PPPs - Start with the Basics - This session will focus on a general overview of the types of Public Private Partnerships Robert Thompson, Esq., Real Estate and Land Use Attorney Presentation Concurrent sessions or Afternoon Plenary 2:30 - 3:30 PM (TBD)
applicable to projects at higher education institutions.
1. Eagle Village Takes Flight: Transforming a 1960s Strip Mall Into a Vibrant University- Jeff W. Rountree, CEO, University of Mary Washington University and Rick R.
Centered Mixed Use Village. In 2007, the University of Mary Washington Foundation Pearce, Acting DFO & VP for Business & Finance, UMW
purchased a 22-acre strip mall in decline and set out to transform not only the old retail
complex, but meet the growing housing and social needs of the university. The project’s first
$115 million phase was completed in July, which redeveloped seven acres, including the
construction of nearly 500,000 SF of premium student housing, retail, class-A office space,
structured parking, and a landmark bridge over US Route 1. Foundation and University staff
will jointly examine how the private foundation was able to quickly meet the needs of this
state university and how the project’s success built new bridges to the local community and
has been embraced by the city as a transformative move in the town’s urban landscape.
2. PPPs - More advanced and into the details and issues (rub points) Gordon Schanck, U. of California, Dir. of Real Estate
3. University of Toronto and the 2015 Pan Am Games - Opportunity and Challenge - Toronto
was selected as the site of the 2015 Pan American/Parapan Games. The University of Toronto
was identified in the Bid Book as a potential site for three of the 40 venues. The Pan American
Games represent a great opportunity for the University to have outside funding to build great
legacy buildings that meet the Student Life athletic needs going forward. The challenge is to
construct a transaction that makes good economic sense for the University not only from the Nadeem Shabbar, Chief Real Estate Officer
capital funding perspective but also from an ongoing operating cost standpoint. U. of Toronto Presentation
Free time 3:15 - Evening Gala
Explore San Francisco Free time 3:30 - Evening Dine Around and Giants Game
Walk to evening event or take charter bus Explore San Francisco
Walk to Giants game or take MUNI
Dine Arounds depart from hotel
Dinner and a Show Giants Baseball
(Depart hotel at 5pm)
in North Beach
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