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8th Annual Self Storage Owners Summit
The Balboa Bay Club
Newport Beach, CA
Dean Jernigan, CEO, CubeSmart (previously U-Store-It Trust)
Dean Jernigan has been Chief Executive Officer of CubeSmart (previously
U-Store-It Trust) since April 2006 and has also served as a member of our Board
of Trustees since that time. From 2004 to April 2006, Mr. Jernigan served as
President of Jernigan Property Group, LLC, a Memphis-based company that
formerly owned and operated self-storage facilities in the United States. He
was a private investor from 2002 to 2004, and from 1984 to 2002 he was Chairman
of the Board and Chief Executive Officer of Storage USA, Inc., a
publicly-traded self-storage REIT. A member of the National Association of Real
Estate Investment Trusts’ Board of Governors from 1995 to 2002, Mr. Jernigan
was also a member of its Executive Committee from 1998 to 2002. Mr. Jernigan
currently serves on the board of Thomas & Betts, Inc., a publicly-traded
electrical components and equipment company.
EVENT FOUNDER & EMCEE
Jim Davies, Principal, Talonvest Capital, Inc.
Davies is a principal of Talonvest Capital, Inc. and is responsible for
sourcing and executing self storage and commercial structured finance and CMBS
debt assignments for experienced storage and commercial real estate owners. Jim
has a 29 year track record in commercial real estate with experience as a
direct lender, advisor and property acquisitions specialist including 8 years
as both a shareholder of Buchanan Street Partners and a co-founding principal
of Buchanan Storage Capital. Buchanan Storage Capital became one of the most
recognized brands in the self storage finance sector with investors that
included TCW and Societe Generale, and through exclusive partnerships with
firms such as GE Capital and the Royal Bank of Canada. Jim has developed a
reputation as a leading storage finance expert over a 20 year period that
includes the closing of over $3 billion of transactions while with Talonvest
Capital, Buchanan Storage Capital and Belgravia Capital. Jim has arranged
several billion dollars of capitalizations in all phases of the investment
cycle including bridge loans, permanent loans, mezzanine debt, joint venture
equity, construction financing and property dispositions.
Jim is a frequent speaker at industry conferences, served for 7 years on the
Board of Directors of the California Self Storage Association, is the founder
of the popular Self Storage Owners Summit held each July in Newport Beach and
served on the national Self Storage Association’s Foundation Board. He also
serves on the board of the Band of Brothers Foundation which is a non-profit
organization of professionals combining their money and resources to give back
to less fortunate children in the U.S. and around the world.
Moderated by Jim Davies, Principal, Talonvest Capital, Inc.
Terrell Gates, CEO of Virtus Real Estate Capital
Terrell F. Gates III founded Virtus Financial Group in 2004
to provide America’s most successful entrepreneurs and their families with
optimal wealth management solutions while facilitating the success of the next
generation entrepreneur. Mr. Gates’ experiences, personal and professional, led
him to believe that it takes an entrepreneur to understand an entrepreneur.
Born to a family of highly successful entrepreneurs whose wealth later suffered
from poorly leveraged holdings, Mr. Gates became passionate about ensuring that
such losses did not befall other families.
Following degrees in Spanish,
economics and banking and finance law from the University of Texas and Southern
Methodist University, as well as numerous principal positions in real estate,
financial services and investment banking, Mr. Gates honed his expertise in
protection and growth of high-net-worth business owner’s wealth during his
years leading a private banking practice at Merrill-Lynch. Although Merrill
Lynch had a robust but packaged product and service offering, Mr. Gates
realized that to uphold his fiduciary duty to his entrepreneur clients he
needed to access the resources of numerous financial institutions. Hence, Mr.
Gates founded Virtus without loyalties to any financial products or services,
so that Virtus’ clients and partners would always be assured of having their
interests as the sole consideration in making financial recommendations.
Says Mr. Gates, "Upholding fiduciary duty means providing
the best-possible options to our clients and partners regardless of the source.
The entrepreneurs we serve at Virtus have reached the point of wealth creation
where they no longer have to work, but can instead consider the bigger picture
of how their wealth can best serve their families and the world. I founded
Virtus to assist in making certain these entrepreneurs’ lifestyles are
preserved and enhanced by simultaneously protecting their assets against loss
and growing their wealth, so that they reach their loftiest goals.”
Paul Powell, Executive VP of Real Estate Investment, Sovran
Mr. Powell previously served as the Company's
Vice President of Development and Real Estate Management from 2005 until 2012.
He joined the Company in 1997 and was named Regional President of Operations
from 1998 - 2000 when he was promoted to Vice President of Management and
Operations. Prior to joining Sovran, he worked in real estate management which
included self storage for 13 years.
W.A "Chip" Headley, President and COO, Flagship Investment Group
Headley is President and Chief Investment Officer of Flagship Investment Group,
LLC.Mr. Headley is responsible for
the operations of the company’s self storage brand, Stor∙Kwik Self Storage,
including formulating strategy, investment activities, and property
operations.Stor∙Kwik operates 29 self
storage facilities in California, Florida, Indiana, and Ohio and is one of the
fastest growing self storage companies in the country.Flagship entered the self storage market in
September 2010 and continues to expand its portfolio.
Headley has been involved in the real estate industry for over 35 years as an
owner, operator, developer, and contractor across multiple asset classes
including hospitality, land development, apartments, and self storage.He is a former college instructor in
Strategic Management.Mr. Headley holds
a Bachelor of Arts in Psychology and a Master of Business Administration from
the University of Central Florida.
Michael Knott, Managing Director, Green Street Advisors
leads Green Street's research teams covering the office and self-storage
property sectors, and also oversees the firm's industrial sector research. He
has previously been responsible for data center and lab space research. He is a
member of the National Association of Industrial and Office Properties (NAIOP).
Michael is a two-time winner of the Wall Street Journal's "Best on the
Street" award for the real estate category. Prior to joining Green Street
in 2002, Michael worked in REIT investment banking at A.G. Edwards. He is a
Chartered Financial Analyst (CFA) charterholder and earned his B.A. in
Economics from Indiana University.
DAVID VS. GOLIATH PANEL
Moderated by Christopher Marr, President and Chief Investment Officer, CubeSmart (previously U-Store-It Trust)
P. Marr has been President and Chief Investment Officer of CubeSmart since
November 2008 and Chief Operating Officer since May 30, 2012. Mr. Marr
served as Chief Financial Officer of the Company from June 2006 to November
2008 and Treasurer since August 2006. Mr. Marr served as Senior Vice President
and Chief Financial Officer of Brandywine Realty Trust, a publicly-traded
office REIT, from August 2002 to June 2006. Prior to joining Brandywine Realty
Trust, Mr. Marr served as Chief Financial Officer of Storage USA, Inc., a
publicly-traded self-storage REIT, from 1998 to 2002.
PANELISTS: Representing Large Operators
Cris Burnam, Chief Operating Officer, StorageMart
Cris Burnam has
been working in the Self Storage Industry since 1987, and since 1999 has been
serving as President of StorageMart. StorageMart owns and operates 132 stores
across the United States and Canada, comprising approximately 9,000,000 net
rentable square feet and over 70,000 rental units. As President, Cris oversees
all aspects of the organization. StorageMart is headquartered in Columbia,
In 2008, Cris
led the company in its successful $416 million dollar takeover of InStorage
REIT, a publically traded REIT on the Toronto Stock Exchange. The transaction
closed in March of 2009, and has since been fully integrated in StorageMart.
created and opened PhoneSmart Call Center in 2002 as a wholly owned subsidiary
of StorageMart. Today, PhoneSmart provides call center services to over 800
independently owned storage facilities in the US, Canada, Mexico and Panama.
In 1994, Cris
and his brother, Mike Burnam launched an IPO of their family owned company
called Storage Trust (NYSE:SEA). Storage Trust was successfully merged into
Public Storage in 1999 for approximately $650 million dollars.
Over the course
of his career in Self Storage, Cris has completed over $2 billion dollars in
Self Storage transactions.
Cris lives in
Columbia, MO, with his wife Jennifer and 3 sons.
Jim Stevens, SR. VP, Acquisitions and Business Development, Extra Space Storage
Jim Stevens has been with Extra Space for eleven years, the last
five years in his current capacity as SVP of Acquisitions and Business
Development. Previously, he spent 6 years in operations as a DVP. Before
extra Space, and was with Public Storage for 14 years with mostly operational
experience ranging from District Manager to Regional Manager with some
experience in land acquisitions and Pick Up and Delivery. Prior to that, he was
with Shurgard raising money through limited partnerships for four years after he
had completed their property manager requirement.
PANELISTS: Representing Small to Mid-Sized Operators
Edward G. Roach, Founder, Safe Keep Storage and Chairman, SKS Management LLC
Mr. Roach has developed,
owned and operated numerous commercial and residential properties in
California, including 11 self storage facilities. In 1971 he was an executive
officer with Mape Industries, a residential and commercial developer. Starting
in 1976, he was division counsel for Kaiser Aetna, a national real estate
development firm. He started his development company in 1978 at which time he
developed residential for sale housing and self storage. By 1983 he began to
concentrate on self storage. Mr. Roach served as a director of Civic Bank of
Commerce, as well as a member of the bank's loan committee from 1985 until
2000, when the bank merged with City National Bank.
He is a graduate of Williams College
and has a law degree from the University of California's Boalt Hall School of
Charles Byerly, President and CEO, Westport Properties
the past seven years, Charles Byerly has been an executive with Westport
Properties and US Storage Centers (together "USSC”). Mr. Byerly
currently resides as President & CEO of USSC, an owner/operator of just
over 4,000,000 square feet of self storage space in eight states. Mr.
Byerly is heavily involved in all real estate, finance and operational
oversight for the company. Prior to joining USSC, Mr. Byerly was
Assistant Treasurer and Director of Finance for the Americas for three years
for Exult. From 1994 to 2001, Mr. Byerly spent his time with the Ernst
& Young Real Estate Group focusing on REITs, homebuilders and other
commercial real estate property types including self storage. Mr. Byerly
earned his Accounting degree from California Polytechnic University, Pomona and
his Master’s Degree in Business Taxation from the University of Southern
California. Mr. Byerly currently serves as a Board Member and Treasurer
for the California Self Storage Association. He’s also very active in
Kure It!, a kidney cancer 501(c)(3) charity and enjoys spending time with
family and friends.
Presented By: Eric Snyder, Principal, Talonvest Capital, Inc
Snyder is a Co-Founding Principal of Talonvest Capital. He is responsible for leading the strategic
direction of the company which focuses on structuring debt & equity for
self storage owners nationwide. Prior to
starting Talonvest Capital, Eric was with Buchanan Street Partners providing
real estate capital advisory services as well as originating investments for
Buchanan’s institutional and private investors.
Eric was also a Co-Founder of Buchanan Storage Capital, with investors
such as TCW & Societe Generale, which became a recognized brand in the self
storage finance sector through exclusive partnerships with firms such as GE
Capital and the Royal Bank of Canada.
Eric’s experience includes structuring and arranging capitalizations in
all phases of the investment cycle including construction financing, bridge
debt, permanent loans, mezzanine debt and joint venture equity. He has an established background as both a
direct investor and a mortgage banker that includes the closing of over $3
billion while with Buchanan Street Partners, GE Real Estate, FINOVA Realty
Capital, Belgravia Capital Corporation and Bank of America.
also has experience in the asset management of performing and non-performing
debt as part of the liquidation of over $600 million of loans for ITT Federal
Bank. Eric also has experience in
investment sales by arranging the disposition of over $150 Million in self
storage properties. Eric began his
career in real estate as an Urban Planner working for the City of Los
Angeles. He is the Co-Founder of the
Band of Brothers Foundation which is non-profit organization of professionals
combining their money and resources to give back to less fortunate children in
the US and throughout the world. Eric is
the inaugural Vice Chair of the local ULI Capital Markets Council, a licensed
real estate broker and obtained a Bachelor's Degree in Urban & Regional
Planning from Cal Poly University.
6th Annual Northern California Owners Symposium
The Lesher Center
Walnut Creek, CA
Spencer Kirk, CEO, Extra Space Storage
Mr. Kirk directs all strategic planning and oversees the business
operations of Extra Space (EXR). He has been associated with the Extra Space
Storage organization for nearly ten years, having served as Executive Vice
President of the company for seven years, and as a Director of the Company
since its IPO in 2004. Mr. Kirk is EXR’s largest private individual
shareholder. Spencer co-founded Megahertz Corporation in 1985, which became the
leading manufacturer of modems for laptop computers in the world. Serving as
Chairman and Chief Executive Officer, the company grew from a basement
operation to the leading supplier of solution-oriented mobile data
communications products. Megahertz went public in 1993 and the following year
was acquired by US Robotics.
The Honorable Willie Brown, Former Mayor and Speaker of the Assembly
Willie Lewis Brown, Jr., served as a Two-term Mayor of San
Francisco from 1996 to 2004.He was a
legendary Speaker of the California State Assembly from 1980 to 1995
(re-elected 16 straight times to the 13th Assembly District, San
Francisco) and is widely regarded as the most influential African-American
politician of the late twentieth century.He was the Chair on Committee on Ways and Means.He served on the Board of Trustees, California State
University system and as Regent of the
University of California.He was the Chair of the Revenue and Taxation
Committee, and was on the Board of Administration for CalPERS.He has been at the center of California politics,
government, and civic life for an astonishing four decades.
Brown’s career spans the American Presidency from Lyndon Johnson to George W.
Bush, and he has worked with every California Governor from Pat Brown to Arnold
Schwarzenegger.From civil rights to
education reform, tax policy, economic development, health care, international
trade, domestic partnerships, and affirmative action, he’s left his imprimatur
on every aspect of politics and public policy in the Golden State.
Mayor of California’s most cosmopolitan city, Willie Brown refurbished and rebuilt
the nation’s busiest transit system, pioneered the use of bond measures to
build affordable housing, created a model juvenile justice system, and paved
the way for a second campus of the University of California, San Francisco, to
serve as the anchor of a new development that will position the City as a
center for the burgeoning field of biotechnology.
Brown has a Bachelor of Arts from San Francisco
and a Juris Doctor degree from Hastings College of Law, University of California.He was admitted to practice law for the State
all Federal Courts, and the Supreme Court.He has been honored with honorary Doctor of Law degrees from Morehouse
College and Atlanta University in GA; Jarvis Christian College, Hawkins, Texas;
Wilberforce University, Wilberforce, Ohio; University of Alabama; Golden Gate
University, Lincoln, San Francisco State University, Crown College of
University of California, Santa Cruz, and San Joaquin College of Law, Clovis,
all of California.He has honorary Juris
Doctor degrees from Morgan State University,
Southern University, Baton Rouge, Louisiana; The City College of New York; Paine College,
and Lorenzo Patino School of Law, University
of Northern California.
Willie Brown heads the Willie L. Brown, Jr., Institute on Politics and Public
Service, where this acknowledged master of the art of politics shares his
knowledge and skills with a new generation of California leaders.
EMPLOYMENT LAW UPDATE
Lisa Barnett Sween, Esq.
Ms. Sween is a partner in the Employment practice group in Lewis
Brisbois Bisgaard & Smith’s San Francisco office. Lisa has represented
employers in all aspects of employment law and litigation, including state and
federal employment harassment and discrimination litigation and wrongful
discharge litigation. In addition to her litigation expertise, Lisa regularly
counsels employers on preventive employment policies and practices involving
all areas of federal, state and local employment law, including recruiting and
hiring, employee handbooks, leaves of absence, discipline and termination,
workforce reductions, discrimination and harassment, reasonable accommodation
and wage and hour.
REAL ESTATE ESSENTIALS
KC Conway, Colliers International
2005 and 2010, KC worked in the Federal Reserve System in multiple capacities. KC
briefed Chairman Bernanke, the Board of Governors, Federal Reserve District
Bank Presidents and real estate industry groups on market conditions and
burgeoning issues during the 2008-2009 Financial Crisis. KC joined Colliers in 2010
as head of the real estate analytics capabilities advising institutional, bank
and regulatory clients, as well as supporting Valuation and Advisory services.
He commenced his real estate career as an appraiser for Cushman & Wakefield
and the former Equitable Real Estate, he pursed loan workout, portfolio
management and asset advisory experience with such companies as Deloitte &
Touche, Wells Fargo and Prudential. In 1997, KC joined SouthTrust Bank as their
Director of Underwriting to start a conduit.
FINANCING SELF STORAGE 2012 PANELISTS
Dmitry A. Semenov, VP, Commercial Relationship Manager, Umpqua Bank
Semenov is an experienced real estate finance and development professional.For the past 15 years he has worked in many
aspects of commercial real estate in the United States and internationally,
including land acquisition and development, accounting and finance, and
commercial lending.He joined Umpqua
Bank as a Commercial Relationship Manager in 2011 to develop the bank’s
commercial real estate and municipal finance practice areas.Dmitry has a Bachelor’s degree in Economics
from Plekhanov Academy of Economics in Moscow, Russia and an MBA from UC Davis.
Mike Morey, Assistant Vice President, Real Estate Finance, StanCorp Mortgage Investors, LLC
Mike has been active in the commercial
real estate finance and investment industry since 1992. He rejoined
StanCorp Mortgage Investors in 2010 and is responsible for loan production
nationwide. Prior to rejoining StanCorp, Mike spent five years as Vice
President & Regional Manager at Intervest Mortgage where he was responsible
for commercial loan production in Oregon and SW Washington. Prior to that Mr.
Morey spent ten years in the real estate finance division of StanCorp Mortgage
Investors, LLC/Standard Insurance Company in Portland, OR. Mr. Morey has
extensive experience in arranging debt financing for all types of commercial
properties from all types of lending sources. Mr. Morey is on the board
of directors of the Westside Economic Alliance in Portland, OR and the Oregon
Mortgage Lenders Association. He is a graduate of the University of
California at Berkeley.
Eric Von Berg, CMB - Principal, Newmark Realty Capital, Inc.
Von Berg, CMB, is a well-respected leader in the field of Commercial Property
Finance. He is a former chairman of the California Mortgage Bankers Association
and sits on the Commercial Board of Governors (COMBOG) for the Mortgage Bankers
Association of America. Eric is a principal at Newmark Realty Capital, Inc.
where he produces real estate mortgage and equity investments, and consults in
the areas of finance, asset management and development. Eric’s background in
design, finance, construction and development gives him a unique understanding
of the diverse aspects of value creation in real estate. He began his real
estate career as a designer, training in landscape architecture and site
planning at U.C. Berkeley. After a few years of practice in urban design, he
chose to broaden his horizons with an MBA at the Wharton School of Business,
where he specialized in Real Estate Finance. Eric joined Newmark Realty
Capital, Inc. as an owner/principal in 1993.Eric is active in several professional organizations and often
speaks at BAMA, ICSC, NAIOP, SIOR, CMBA, MBA, BOMA, ULI and CMSA seminars. He
is a licensed California Real Estate Broker and Certified Mortgage Banker.
MODERATOR: Jeff Shouse, Regional Director, PGP Valuation, Inc.
Jeffrey R. Shouse is the
current Regional Managing Director for the Sacramento, San Francisco, Irvine,
Denver, and Utah offices for PGP Valuation Inc.He began his career at PGP Valuation Inc in January 1998 after receiving
his Bachelor’s Degree from California State University, Sacramento. His primary
focus is on the valuation of self storage facilities, overseeing employees
throughout the country. His clients cover a wide range of industries including
lenders, developers, owners, attorneys, insurance companies, and redevelopment
Jeff also leads the
Self-Storage Group at and his team of self-storage specialists has appraised
approximately 400 facilities across the United States. The Self-Storage team
prides itself on tracking historical trends in the industry in order to
accurately gauge where the self-storage market is and where it is projected to
Jeff also oversees the PGP
Business Development Team.This entails
a number of techniques and responsibilities overseeing the Business Development
Team, all in an effort to gain new clients, penetrate existing and new markets,
and help the firm grow as a whole.
9th Annual Conference and Member Meeting
The Westin San Diego
San Diego, CA
Dr. Chris Thornberg, Founding Partner Beacon Economics
Christopher Thornberg is an
expert in the study of regional economies, real estate dynamics, labor markets
and business forecasting. In 2006 he co-founded Beacon Economics, an economic
research and consulting firm that specializes in real estate markets, local
economic development, and public and private policy issues. Dr. Thornberg has
established a reputation as one of the state’s leading economic forecasters. In
December 2007, he was appointed to California State Controller John Chiang’s
Council of Economic Advisors – the body that advises the state’s chief fiscal
officer about critical economic issues facing California. Dr. Thornberg also
serves on the advisory board of Paulson & Co. Inc., one of Wall Street’s
most successful hedge funds. He has been involved in a number of special
studies measuring the effect of important events on the economy. These include
the NAFTA treaty, the California electricity crisis, port security,
California’s water transfer programs, and the terrorist attacks of September
11, 2001. Prior to launching Beacon, he was an economist with UCLA’s Anderson
Forecast where he regularly authored the economic outlooks for California, Los
Angeles, and the East Bay. He also developed a number of specialized forecasts
for various regions and industries. He previously taught in the MBA program at
UC San Diego’s Rady School of Business, and held a faculty position in the
economics department at Clemson University. Dr. Thornberg received his Ph.D in
Business Economics from The Anderson School at UCLA, and his B.S. in Business
Administration from the State University of New York at Buffalo.
Dr. Richard Brinkman, President, Conscious Communicator
Dr. Rick Brinkman has been a
speaker and trainer for over 30 years. He is the co-author of the international
bestselling McGraw-Hill book Dealing With People You Can't Stand, How to Bring
Out the Best in People at Their Worst, which has been translated into 20
languages. He has served on the faculty of ACPE, American College of Physician
Executives and has been featured as a communication expert in the Wall St.
Journal, O Magazine, CNN, CNBC, and The New York Times. His clients have
included the astronauts at NASA, the Under Secretary of Defense and his staff,
LucasFilm, Boeing, Carolina Health Systems and many others. He is known for his
unique presentation style of Educating through Entertainment.
BREAK OUT - TAME SOCIAL MEDIA MARKETING WITH ONE HAND TIED BEHIND YOUR BACK
Kenny Pratt, President, Crescendo Properties
Kenny Pratt is President of
Crescendo Properties, which operates 15 self-storage facilities.Hundreds of self-storage owners and operators
read Kenny’s blog, www.SellingStorage.com where he shares his best ideas about
self-storage sales, persuasion, marketing, and social media.Kenny has worked in the self-storage industry
for nearly a decade, and he has an MBA from Brigham Young University. Kenny is
an avid user of social media for both personal and business purposes.He is the creator of The Self Storage Follow
Up Workshop, an online training program that helps self-storage managers rent
more spaces, and he also wrote the "Self Storage Guide to Twitter” which can be
downloaded free of charge from his website. Kenny lives in Northern California
with his beautiful wife Cindy and their six children.
BREAK OUT - CREATING VALUE THROUGH CAPEX
Steve Mirabito, President, StoragePRO, Inc.
Mirabito specializes in property management, acquisition, development, and
consulting services for the California Self Storage Industry. He has been
associated with the California Self Storage Industry since 1984.
manages over twenty self storage properties throughout Central and Northern
California, consisting of over one million square feet and 10,000 occupants. As
a leader in the industry, StoragePRO maintains one of the largest independent
data banks of California self storage operations and has been responsible for
review and analysis of thousands of potential Self Storage sites throughout
has been retained to prepare market and viability studies along with extensive
property research and site selection for developers and publically traded
financial institutions. Consistently ranked in the nation’s top 100 operators,
he has developed management systems and training programs utilized throughout
the Self Storage industry.
Thomas Krendl, President, Excellence in Management (EIM)
Krendl heads the Property Management and Operations for Excellence in
Management. Thomas has over 16 years of management experience. He began his
career in the family business, Krendl Machine, Inc., which has been in the
commercial and residential construction manufacturing business for over 40
yearsThomas' vast experience in management, computers, communications, and
training has made him a valuable asset to the EIM management team. He is
currently working on several development projects and has done a
"turn-around" on several distressed storage properties. He has also
conducted numerous training seminars on legal issues, state lien procedures,
sales and marketing techniques in the industry.
Larry Damato, Chief Executive Officer, DAI
Mr. Damato has more than 17 years of
experience in all aspects of construction and 11 years in general contracting
as a project manager/estimator in Southern California. As Chief Executive
Officer he has direct responsibility for negotiating and administrating
contracts, directing field operations and on-site supervision, establishing and
managing budgets, preparing and implementing construction schedules. In
addition Mr. Damato also negotiates owner contracts, procures and maintains
licensing and insurance. He has lead and directed both office and field
personnel while maintaining his leadership role in the generation of
Wayne Woolsey, Principal, Kiwi II Construction, Inc.
Wayne Woolsey, a Principal of Kiwi II
Construction, has over 18 years experience in the Self Storage construction
industry. Mr. Woolsey oversees all phases of project design, pricing and
construction at Kiwi II Construction.The company, whose corporate office is based in CA, is one of only a few
companies nationwide to offer a complete steel storage system-- from design of
self storage buildings to manufacturing and installation.With bi-coastal sales offices, Kiwi II
supports varied clients and their individual projects.Kiwi
II Construction is a Featured Member and supporter of the California Self
Mr. Woolsey is a current regional board member of the California
Self Storage Association and apast board member Nevada Self Storage Association.
BREAK OUT - SELF STORAGE CAPITAL MARKETS AND INVESTMENT SALES OVERVIEW
McCarron is a Managing Director in the Los Angeles office of HFF (Holliday
Fenoglio Fowler, L.P.) with over 6 years of self-storage property and capital
markets experience. Mr. McCarron and his team from Storage Investment Advisors
(SIA) integrated into HFF’s investment sales group in February 2008.Mr. McCarron is the co-leader of Holliday
Fenoglio Fowler Self Storage Group’s (HFFSSG) Private Capital Practice and
focuses his efforts across the United
States with an emphasis on the West
Coast.Mr. McCarron assists in
portfolio/institutional assignments, works with buyers and sellers during their
facility acquisition and disposition transactions, and oversees all of HFFSSG’s
marketing initiatives.Mr. McCarron has
been involved in over $1 Billion in self-storage transactions throughout his
career. Prior to HFF, Mr. McCarron was a Managing Director and Partner at
Storage Investment Advisors. LLP (SIA).Prior to SIA, Mr. McCarron was a Sales Associate at CB Richard
Ellis.Mr. McCarron received his degree
from the University
of Southern California’s
Marshall School of Business with an emphasis in Real Estate Finance.Mr. McCarron is a licensed Real Estate Broker
in the State of California.
BREAK OUT - ANYTHING LEGAL: THE EMPLOYMENT LAW SERIES
Jerry Bloch, Attorney at Law
Bloch brings over 30 years of experience representing
companies in technology, real estate, product manufacturing, distribution and sales
and other industries. His skills include working with management and HR
personnel to guide clients through the minefield of regulations and
requirements governing California
workplaces. He has extensive experience in preparing employee handbooks,
resolving wage and hour issues and dealing with sexual harassment,
discrimination, wrongful termination and retaliation claims. He has conducted
numerous internal investigations into various employee complaints and has resolved
dozens of claims made against his clients. Jerry obtained his BA degree from
Boston College in 1977 and his JD degree from University of San Francisco in
1980. He has a master’s degree (LLM) in taxation from Golden Gate University.
He taught law at San Francisco
and has written numerous articles. Jerry
is a member of the Orange County Bar Association and its Labor and Employment
7th Annual Self Storage Owners Summit
The Balboa Bay Club & Resort
Newport Beach, CA
Karl Haas, Executive V.P. & Coo, Extra Space Storage
Karl Haas is currently Executive Vice President of Operations/Chief Operating Officer for Extra Space Storage Inc. He is responsible for overseeing the operations of the over 850 properties managed by Extra Space Storage.
Executive Vice President, Management, of Storage USA (SUSA) from October of 1998 through July of 2005, Mr. Haas joined the Extra Space Storage team when they acquired SUSA in 2005, after it had been briefly owned by GE Capital (2002-2005).
Mr. Haas graduated with High Honors from the University of Maryland at College Park in 1973, earning his Bachelor of Science in Business Administration with a focus on Accounting and going on to pass the Maryland CPA exam the following year. He began his career in public accounting for the firm of Arthur Young & Co., progressing from Staff Auditor to Audit Manager in 1978 and Audit Principal in 1982. Leaving Arthur Young in 1983, Mr. Haas teamed up with a local Baltimore, Maryland real estate developer and entrepreneur for whom he filled various roles. Mr. Haas was involved in accounting, finance, and the administration of various real estate management and operating businesses. Mr. Haas now resides in Memphis, Tennessee with his wife of more than 30 years. He has two children: a daughter working in banking in NYC and a son pursuing a JD/MBA at the University of Tennessee.
Bill Hobin, The William Warren Group
William "Bill” Warren Hobin is the Founder, President, and CEO of the William Warren Group, Inc. (WWG), a self-storage development and property management company based out of Santa Monica, CA. For the past 17 years, Bill has led the WWG team in all of the development, acquisition, and operational activities and is responsible for major company relationships. The company currently operates 51 self-storage assets under its trademarked name of StorQuest Self Storage.
Mr. Hobin is very active within the various state and national self-storage trade associations. He is a member and past director of the National Self Storage Association, a past board member and founding President of the California Self Storage Association, and a member of the Arizona Self Storage Association. Often a speaker at various industry events, Mr. Hobin currently sits on an Advisory Board to one of the publicly traded self-storage companies. Mr. Hobin holds a BA in Political Science from the University of California, Los Angeles. You can learn more about the company at www.williamwarren.com and follow Bill at www.twitter.com/williamhobin
CAPITAL MARKETS PANEL
Timothy Campbell, GE Capital Real Estate
Timothy Campbell has more than 25 years of experience in the real estate industry and is currently the Western Regional Director of North America Lending for GE Real Estate, one of the world’s premier commercial real estate companies.Based in Irvine, CA, Mr. Campbell’s territory covers the Western United States, including the GE offices in Irvine, Los Angeles, and San Francisco. Through his leadership, his team has closed an excess of $3.5 billion of fixed-rate commercial loans.
Previously the Regional Vice President, Asset Management Services for GE Real Estate, Mr. Campbell was responsible for a $2 billion real estate portfolio in the western United States.Prior to joining GE Real Estate in 1994, Tim was a principal at Wells Fargo Bank Real Estate Industries Group, where he provided construction financing and also aided in restructuring more than $1 billion in problem loans in the early 1990s. Before joining Wells Fargo Bank in 1988, he originated real estate loans as a loan officer for Union Bank.
Mr. Campbell graduated from the University of Southern California in 1985 with a Bachelor of Science degree in Business Administration with an emphasis in real estate finance.He is a member of the National Association of Industrial and Office Properties, Los Angeles Chapter.
Scott McPherson, US Bank
Scott McPherson, the Market Manager for US Bank’s Orange County/Inland Empire Commercial Real Estate Group, has more than 20 years of banking and real estate experience and over 10 years experience outside the industry operating as COO and CFO of private companies.Mr. McPherson has a BS in Business from Eastern Illinois University and an MBA from California State University, Fullerton. He is an active member of ICSC, ULI, and NAIOP professional real estate organizations. He is also an advisory board member for the UC Irvine Center for Real Estate.
Andrew Jobst, HG Capital
Andrew J. Jobst is the Executive Vice President and a Principal of HG Capital, LLC, which manages $100 million of equity capital and has invested in more than 75 real estate projects since 1995. Since joining the company in 1997, Mr. Jobst has underwritten and structured over 65 investments with more than 25 different operating partners for a total completed value in excess of $1.5 billion. Mr. Jobst holds a BS degree in Biology, a BA degree in Economics, and an MS degree in Engineering Economic Systems and Operations Research from Stanford University.
CAPITAL MARKETS PANEL - MODERATOR
Eric Snyder, Talonvest Capital Inc.
Eric Snyder is a Principal of Talonvest Capital and is responsible for sourcing and executing debt and equity assignments for Talonvest’s clients. Mr. Snyder has structured and arranged capitalizations in all phases of the investment cycle such as construction financing, bridge debt, permanent loans, mezzanine debt, and joint venture equity. He has an established background as both a direct investor and a mortgage banker that includes
the closing of over $3.5 billion while with Buchanan Storage Capital, GE Real Estate, FINOVA Realty Capital, Belgravia Capital Corporation and Bank of America. Mr. Snyder has also executed on the disposition of real estate valued at over $150 million and has experience in the asset management of performing and non-performing debt as part of the liquidation of over $600 million of loans for ITT Federal Bank.
Mr. Snyder began his career in real estate as an Urban Planner working for the City of Los Angeles. He is also the Co-Founder of the Band of Brothers Foundation, a non-profit organization of professionals combining their money and resources to give back to less fortunate children throughout the world. Mr. Snyder is the inaugural Vice Chair of the ULI Capital Markets Council, a licensed real estate broker, and obtained a Bachelor’s Degree in Urban & Regional Planning from Cal Poly University.
STATE OF THE INDUSTRY PRESENTATION
Chris Sonne, Sr. Managing Director, Cushman & Wakefield Western, Inc.
R. Christian Sonne began his position with Cushman & Wakefield Western, Inc. in 2006 as the National Practice Leader of C&W’s Valuation & Advisory Self Storage Industry Group. In 1993, he founded and was president of The Sonne Group, Inc., a full-service real estate appraisal and consulting company. Mr. Sonne took his self-storage expertise and created Self Storage Economics, a division of The Sonne Group, Inc., in 2002. The company specializes in data, research, market reports, feasibility, valuation, and consultation for the self-storage industry. The firm developed an econometric model to forecast the depth of market demand for self-storage. Published in Mini-Storage Messenger magazine and the annual Self-Storage Almanac, the model has been used in over 100 major metropolitan markets and in all 50 states of the country.
Sonne’s know-how has resulted in key insights into the self-storage market and in the yearly publication of the Self Storage Investor Survey and Operating Expense Guide Book. Mr. Sonne has been a featured or keynote speaker at over a dozen self-storage related conferences and is the author of the Self Storage Economics and Appraisal seminar sponsored by The Appraisal Institute, which has been taught in twelve states over the past four years.
From 1993 to 2006, prior to joining C&W, Sonne was an Independent Fee Real Estate Appraiser serving a wide variety of institutions. He was employed by Bank of America as a Senior Appraisal Officer for their Commercial Appraisal Group in Los Angeles from 1991 to 1993. In this role, his primary responsibilities included engaging, managing and reviewing major income property appraisals in the Los Angeles region. From 1990 to 1991 he was employed by Deloitte & Touche as Acting Manager of the Valuation Group in Los Angeles. He participated in valuation assignments for the international accounting and consulting firm including litigation support, purchase price allocation, due diligence, and portfolio analysis. From 1984 to 1990 Mr. Sonne was an Independent Fee Real Estate Appraiser completing assignments throughout the western United States.
Mr. Sonne received his Bachelor of Science in Political Science from the University of Utah in 1990. Mr. Sonne also successfully completed all courses and experience requirements to qualify for the MAI designation as well as the requirements of the continuing education program of the Appraisal Institute.
Dean Jernigan, U Store It
Dean Jernigan has been Chief Executive Officer of U-Store-It Trust since April 2006 and has also served as a member of our Board of Trustees since that time. From 2004 to April 2006, Mr. Jernigan served as President of Jernigan Property Group, LLC, a Memphis-based company that formerly owned and operated self-storage facilities in the United States. He was a private investor from 2002 to 2004, and from 1984 to 2002 he was Chairman of the Board and Chief Executive Officer of Storage USA, Inc., a publicly-traded self-storage REIT. A member of the National Association of Real Estate Investment Trusts’ Board of Governors from 1995 to 2002, Mr. Jernigan was also a member of its Executive Committee from 1998 to 2002. Mr. Jernigan currently serves on the board of Thomas & Betts, Inc., a publicly-traded electrical components and equipment company.
Matthew M. Nagel, Metro Storage
Matthew Nagel is the Chairman and Co-Owner (with his brother Blair) of Metro Storage LLC, one of the largest privately held self storage owner/operators in the US, with over 100 Metro Self Storage® facilities across the country.
Mr. Nagel has over 25 years of self-storage experience, in which time he has been involved in hundreds of self-storage transactions from portfolio acquisitions to portfolio dispositions, financings, institutional joint ventures, private placements, and developments.
Mr. Nagel and Metro have been recent active market participants in both third-party management and acquisitions.In 2010 Metro acquired 40 storage facilities and anticipates acquiring another 15 properties this year.Metro is actively seeking portfolio transactions throughout the country.
Prior to joining Metro, Mr. Nagel was a futures trader at the Chicago Mercantile Exchange.Mr. Nagel received his Masters in Business Administration from Northwestern University’s J. L. Kellogg Graduate School of Management and his Bachelor of Science in Investment Finance from Drake University.Mr. Nagel is a licensed real estate broker and a Certified Commercial Investment Member (CCIM) and has served on various bank advisory boards, community organizations, and governmental committees.
Arlen Nordhagen, SecurCare Self Storage
Arlen D. Nordhagen, age 54, has been a successful entrepreneur involved in the start up and growth of several privately held companies throughout his career. He currently serves as Chairman and President of SecurCare Self Storage, Inc. and its portfolio of over 130 self storage properties. Mr. Nordhagen was one of the founders of SecurCare in 1988, and he assumed his role as President in April 1999, leading the company through a period of rapid growth.
Besides the various SecurCare affiliates, Mr. Nordhagen’s major investment holdings have included MMM Healthcare, the largest provider of Medicare health insurance in Puerto Rico; the Colorado Value Strategies Fund, a private investment fund employing multiple hedge fund managers; and the PhiNord companies, which have investment holdings in oil and gas, specialty health care services and products, residential real estate and private mezzanine level debt and equity investments.
Prior to founding SecurCare and multiple other ventures, Mr. Nordhagen held a number of managerial positions with American Business Advisors of Englewood, Colorado, Synthetech, Inc. of Albany, Oregon, and the DuPont Company of Wilmington, Delaware. Mr. Nordhagen holds a Bachelor’s of Science in Chemical Engineering and graduated summa cum laude from the University of North Dakota. He also holds a Masters in Business Administration with high distinction from Harvard University, where he was selected as a George F. Baker Scholar.
H. Michael Schwartz, Strategic Capital Holdings LLC
Mr. Schwartz is Chief Executive Officer and Chairman of the Board of Directors for Strategic Capital Holdings LLC and has been an officer and director since their initial formation. He was appointed President of Strategic Capital Holdings LLC in July 2004 and is primarily responsible for overseeing their growing portfolio of nearly 2 million square feet of commercial assets and 2.8 million square feet of self-storage assets with a total value of $563 million.
Since Strategic Capital’s inception, Mr. Schwartz has transacted more than 5.75 million square feet of real estate valued at $763 million in the commercial office, retail and self-storage programs. He has more than 19 years of real estate, securities and corporate financial management experience. Prior to joining Strategic Capital, Mr. Schwartz was the Managing Director of Private Structured Offerings for Triple Net Properties, LLC, now an indirect subsidiary of Grubb & Ellis Company. In addition, he served on the board of their affiliated broker-dealer, NNN Capital Corporation, now Grubb & Ellis Securities, Inc. Mr. Schwartz holds a BS in Business Administration with an emphasis in Finance from the University of Southern California.
INVESTMENT PANEL - MODERATOR
Jim Davies, Talonvest Capital Inc.
Jim Davies has a 28-year track record in commercial real estate with experience as a direct lender, advisor, and property acquisitions specialist including 8 years as both a principal of Buchanan Storage Capital and a shareholder of Buchanan Street Partners. Jim has developed a reputation as a leading storage finance expert during the past 19 years that includes the closing of over $3.5 billion of transactions while with Buchanan Storage Capital and Belgravia Capital. Jim has arranged several billion dollars of capitalizations in all phases of the investment cycle including bridge loans, permanent loans, mezzanine debt, joint venture equity, construction financing, and property dispositions.
At Talonvest Capital, Inc. Jim is responsible for sourcing and executing self-storage CMBS debt and structured finance assignments for experienced storage and commercial real estate operators. Jim is a frequent speaker at industry conferences, serves on the Board of Directors for the California Self Storage Association and is the founder of the popular Self Storage Owners Summit held each July in Newport Beach. Jim is a passionate music lover, holds a degree in Economics from the University of California at Los Angeles and lives in Newport Coast with his daughter Paige and his son Dylan.
4th Annual Northern California Self Storage Owners Symposium The Lesher Center for the Arts Walnut Creek, CA April 12th 2011
PENDING LEGISLATION & NEW LAWS - Ron Kingston, The California Political Consulting Group
New Laws and regulations continue to be mandated on California's employers despite their immediate economic and fiscal impact. Over 2,000 bills have been introduced in the Assembly since the beginning of the year. Ron Kingston will explore some of the most egregious legislation that will adversely impact every self-storage business.
How will the anticipated reintroductions of a split roll property tax bill affect your self-storage investment and commercial properties throughout the state?
Learn about the plumbing fixture compliance requirements that will effect every California commercial property owner wishing to refinance or sell their property.
Gain insight on pending legislation including a bill that will compel all commercial property owners to limit employee parking and require transit cost subsidies.
EMPLOYMENT LAW - Lisa Barnett Sween & Nicole Bolson, Lewis, Beisbois Bisgaard & Smith LLP
The number of harassment, retaliation and wage & hour lawsuits has grown dramatically over the last five years. These suits can threaten and cause the demise of an otherwise viable company because verdicts are often in the millions of dollars in damages plus attorney's fees. Barnett-Sween and Bolson are employment law attorneys from the San Francisco law office of Lewis Brisbois & Smith LLP.
We will navigate through California's tricky and ever changing employment laws - including wage and hour issues.
Learn how to implement certain best practices that every California employer needs to know in preventing costly harassment and retaliation claims.
REAL ESTATE MARKET TRENDS - Hessam Nadji, Marcus & Millichap *DOWNLOAD HIS PRESENTATION ABOVE!!!
Mr. Nadji is a frequent guest on CNBC and Fox news business programs. Mr. Nadji possesses more than 20 years experience in real estate research, marketing and technology management. He overseas Marcus & Millichap's research division, including economic and real estate information tracking, analysis and the production of the group's various publications. The group's activities and publications support valuation, underwriting and development of specific investment strategies for the firm's brokerage clients.
Learn about the current commercial and industrial real estate market.
Is long-term real estate financing available and what is the outlook on rates and terms?
How will the national economic recovery impact the real estate market including the demand for self-storage.
THE POWER OF SOCIAL MEDIA AND WHY YOU NEED IT - Cherie Del Carlo, Gather Your Crowd
Cherie Del Carlo is an engaging and innovative business systems and people strategist. After earning her Bachelors of Arts degree in Cultural Anthropology from U.C. Santa Cruz, Cherie started her career here in Silicon Valley applying ethnography in middle school learning environments where she researched the concept of "community of practice". Grounded in how people learn and share information, Cherie held successively more responsible and complex customer-facing roles in the corporate software industry. After earning her Masters Degree in Organization Development in 2005, Cherie leveraged her knowledge of business software systems combined with her experience in solution-oriented customer service to drive change management initiatives in organizations like BART and Cisco. Today Cherie enjoys applying her creative thinking and problem resolution skills with putting social technologies to work as conduits for meaningful interaction and commercial exchange. Cherie has presented on different social media topics at San Jose State University, Stanford Continuing Studies and U.C. Berkeley's Haas School of Business. Among her skills and talents, Cherie is passionate about the spirit of inclusivity, freedom of expression and establishing relevance for the change agent in all of us.
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Local Area Networking Reception courtesy of Patriot Risk and Insurance Ill Fornaio Irvine, CA