Program Overview
Who Should Attend
Attorneys, landlords, tenants, brokers, lenders, property managers, and other real estate professionals who are involved in landlord/tenant relationships, and others charged with negotiating, documenting and solving challenging lease transactions
Why You Should Attend
If you negotiate or draft leases, or broker, finance, insure, own or manage commercially leased property, we invite you to join us for this inaugural Advanced Conference on CRE Leases. We are proud to present this outstanding faculty of the area's preeminent practitioners speaking on a wide and relevant array of topics.
Our initial session will discuss negotiating strategies and will do a bit of "stage setting". We will next learn about risk management and insurance. We've assembled a panel of leading brokers to inform us about market trends in their respective asset classes to complete our first morning. This first afternoon features presentations on new financial regulations, incentives and opportunities, as well as separate sessions focusing upon office leases and ground leases. We invite you to join us for the hosted reception at the end of the day.
We begin Friday morning with a session on retail leases, followed by one on construction work letters. Our morning concludes with a panel discussion by prominent owners and developers. Our second afternoon features presentations on defaults and remedies.
We are confident that you'll come away from the conference with insights to keep you on the forefront of commercial leasing law in the context of current market and business trends.
~ Gregory G. Lutje, Esq. of Ryan Swanson & Cleveland and Katherine Carlson Wax, Esq. of Schwabe Williamson & Wyatt, Program Co-Chairs
What You Will Learn
- Charting out negotiating strategies
- Broker and owner perspectives on the market
- New financial regulations on leasing
- Current topics in office leasing
- Retail leasing as retailers adapt to online competition
- Ground leases as a vehicle for developing industrial properties
- Construction work letters
- Strategic use of insurance coverage
- Effective terms for addressing defaults and remedies
- Special provisions to address retail tenant bankruptcies and receiverships
What Attendees Have Said About Similar Programs
- " This program is very informative, and I am learning a lot from seasoned experts."
- "Substantively program was very good."
- "Panel format was very informative"
Agenda Day 1
8:00 am
Registration Opens
8:30 am
Introduction: Charting Out Negotiating Strategies
Techniques for engaging in negotiations and the principles of compromise: How experienced counsel negotiate and why
Gregory G. Lutje, Esq.
, Program Co-Chair
Ryan Swanson & Cleveland / Seattle, WA
Katherine C. Wax, Esq.
, Program Co-Chair
Schwabe Williamson & Wyatt / Portland, OR
9:45 am
Risk Management: Strategic Use of Insurance Coverage
Drafting effective contractual provisions to allocate risk and govern application of insurance proceeds following an accident or casualty; interpreting risk allocation language in existing leases
Heidi L. Tapasa
, Senior Vice President
USI Insurance Services / Portland, OR
10:30 am
Break
10:45 am
Market Update: Broker Perspectives on How the Market is Evolving
Overview of recent market developments
Timothy S. Mitchell
, Moderator, President
Norris & Stevens / Portland, OR
Office properties
Andrew Rosengarten
, Managing Director
JLL / Portland, OR
Suburban retail properties
Brooke Subert
, President
Subert Commercial Real Estate / Lake Oswego, OR
Urban retail properties
Rob Moneyhan
, Vice President
Urban Works / Portland, OR
Industrial properties
Cara Nolan
, Senior Vice President
CBRE / Portland, OR
12:15 pm
Lunch (on your own)
1:30 pm
New Financial Regulations on Leasing
Accounting for capital improvements; tax act provisions; opportunity zones
Dan Eller, Esq.
Schwabe Williamson & Wyatt / Portland, OR
Brigitte Sutherland
Perkins & Company PC / Portland, OR
2:45 pm
Current Topics in Office Leasing
Unique issues for landlords and tenants related to historic buildings, new construction, office conversions, and office space in mixed use projects; considerations related to co-working tenants; addressing special amenities in leases
Benjamin Leedy, Esq.
Stoll Berne / Portland, OR
3:30 pm
Break
3:45 pm
Ground Leases as a Vehicle for Developing Industrial Properties
How they work and how to get to a financeable deal
Donald Russo, Esq.
Schwabe Williamson & Wyatt / Vancouver, WA
Mike Schiller
, Director of Business Development
Port of Vancouver / Vancouver, WA
5:00 pm
Continue the Conversation: Reception for Faculty and Attendees
Sponsored by Ryan Swanson & Cleveland and Schwabe Williamson & Wyatt
Friday, February 07, 2020
8:30 am
Retail Leases: Landlord & Tenant Perspectives on Leasing as Retailers Adapt to Online Competition and Change Their Business Models
Landlord's perspective on exclusives: Commencement and termination terms, operating covenants, limits on uses, common area maintenance, assignments and subleases, parking, accommodating tenant exit strategies and other issues
Kirsten Day, Esq.
Landye Bennett Blumstein / Portland, OR
Tenant's perspective
Randal A. Johnson, Esq.
InSite Law / Portland, OR
9:45 am
Construction Work Letters
The lawyer's role; how to get accurate information and enough detail into the document
Dave A. Hepler, Esq.
Schwabe Williamson & Wyatt / Portland, OR
10:30 am
Break
10:45 am
Market Update: Owner Perspectives
Demand for the major types of commercial space today and available supply
Katherine Wax, Esq.
, Program Co-Chair, Moderator
Schwabe Williamson & Wyatt / Portland, OR
Sydney Reuter
, Leasing Manager
CE John Company / Portland, OR
Lauren Golden Jones
, Development Manager
Capstone Partners / Portland, OR
Sarah Zahn
, Director of Development
Urban Development Partners / Portland, OR
12:15 pm
Lunch (on your own)
1:30 pm
Commercial Leasing Defaults and Remedies
Lessons from recent litigation on problematic provisions leading to disputes; specific examples of issues, such as violation of operating covenants, that may arise; selection of remedies and defenses
Gregory G. Lutje, Esq.
, Program Co-Chair
Ryan Swanson & Cleveland / Seattle, WA
Special issues for provisions to deal with retail tenant bankruptcies and receiverships; how landlords can help prevent bankruptcy filings, or at least position themselves in the best possible way in case a tenant does file
Thomas W. Stilley, Esq.
Sussman Shank / Portland, OR
3:00 pm
Evaluations and Adjourn
Faculty Bios
Gregory G. Lutje,
Program Co-Chair, is of counsel at Ryan Swanson & Cleveland. He focuses on real estate leasing, acquisitions, dispositions, financing/refinancing, development and entitlements.
Katherine C. Wax,
Program Co-Chair, is a shareholder at Schwabe Williamson & Wyatt. She focuses on the representation of landlords and tenants in lease transactions involving a variety of product types.
Timothy S. Mitchell,
Moderator, is President of Norris & Stevens and manages the brokerage group.
Kirsten Day
is a partner at Landye Bennett Blumstein specializing in real estate matters. She previously was Vice President and General Counsel of PacTrust.
Dan Eller
is a shareholder at Schwabe Williamson & Wyatt. His tax practice includes real property development, foreign bank account and asset reporting, and tax-exempt entities.
Dave A. Hepler
is a shareholder at Schwabe Williamson & Wyatt. His leasing practice includes institutional and private real property owners throughout the western United States.
Randal A. Johnson
is the managing member of InSite Law, whick specializes in real estate law. He has been recognized as one of the pre-eminent real estate attorneys in Oregon..
Lauren Golden Jones
is Development Manager at Capstone Partners. She has extensive experience managing planning and entitlement processes for development and infrastructure projects.
Benjamin Leedy
is a shareholder at Stoll Berne. He focuses on commmercial real estate acquisitions and dispositions, real estate finance, leasing, and development.
Rob Moneyhan
is Vice President at Urban Works. He focuses on Retail & Mixed-Use Real Estate Brokerage.
Cara Nolan
is Senior Vice President at CBRE. She specializes in industrial properties, including manufacturing and distribution facilities in the Portland Metro area.
Sydney Reuter
is Leasing Manager for CE John Company. She previously was a Lease Administration Analyst for Nike and Tenant Servies Coordinator at Cushman & Wakefield.
Andrew Rosengarten
is Managing Director of JLL. He works with national, regional and local corporate occupiers of office space.
Donald Russo
is a shareholder at Schwabe Williamson & Wyatt. His real estate practice includes resolving complex environmental and title issues.
Mike Schiller
is Director of Business Development for the Port of Vancouver. He supervises staff supporting the sales, real estate, marketing and customer service departments.
Thomas W. Stilley
is managing partner of Sussman Shank. He has served as lead counsel to business debtors, secured and unsecured creditors, committees, and trustees Chapter 7 & Chapter 11 cases in Oregon and southern Washington.
Brooke Subert
is President of Subert Commercial Real Estate. Her firm focuses on partnering with clients to provdide a "five-star" customer experience in the shopping center and hospitality industries.
Brigitte Sutherland
is a tax shareholder at the accounting firm of Perkins & Company PC. She is a senior member of the firm's real estate practice group and serves a wide array of clients in the real estate industry.
Heidi L. Tapasa
is Senior Vice President and co-leads the Real Estate & Property Management practice at USI Insurance Services.
Sarah Zahn
is Director of Development for Urban Development Partners. Her project track record includes mixed use infill, multifamily, office, higher education, civic uses and affordable housing.
Continuing Education Credits
Live credits: This program qualifies for 11.75 Oregon MCLE and 11.75 Oregon Real Estate credits. Upon request, we will apply for, or help you apply for, CLE credits in other states and other types of credits.
Location
PacWest Center
1211 SW 5th Ave in Portland, OR 97204
The conference will be held at the PacWest Center at 1211 SW 5th Ave in Portland, OR 97204. Our thanks to Schwabe Williamson & Wyatt for graciously hosting this event.
More about the Location
Map & Directions
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Tuition
Regular tuition for this program is $895 with a group rate of $805 each for two or more registrants from the same firm. For government employees, we offer a special rate of $670. For students, people in their job for less than a year, and public interest NGO's, our rate is $447.50. All rates include admission to all program sessions, food and beverages at breaks, and course materials. Make checks payable to Law Seminars International.
Financial aid is available to those who qualify. Contact our office for more information.
Cancellation & Substitution
You may substitute another person at any time. We will refund tuition, less a $50 cancellation fee, if we receive your cancellation by 5:00 p.m. on Friday, January 31, 2020. After that time, we will credit your tuition toward attendance at another program or the purchase of an audio or video replay.
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