nrec - irem greater denver...industry in the new age of expanding legalization gaylord rockies...

NRECNational Real Estate & Cannabis

SUMMIT

www.nrecsummit.com

Empowering real estate professionals to navigate the nation’s fastest-growing

industry in the new age of expanding legalization

Gaylord Rockies Resort & Convention Center 6700 N. Gaylord Rockies Blvd. Aurora, CO 80019

OCTOBER 4, 2019 8:00 AM - 6:00 PM

HOSTED BY

Greater Denver Chapter

metal services, inc.reidy

A SPECIAL THANKS TO OUR VENDORS

ASSOCIATION PARTNERS

AGENDA OCTOBER 4, 2019 | 8:00 AM - 6:00 PM

Registration

Welcome

Tony McDonald - Surna, Inc. Setting the Stage: Just What is the Cannabis Industry, and How Does it Impact Your Property.

Gustin Tubbs - MJ Freeway HR, IRS, and Other Pitfalls: What Makes a Healthy Cannabis Tenant?

Break

Mark Tschetter - Tschetter Hamrick Sulzer What Landlords Need to Know About Leasing & Cannabis.

Break

Keynote Luncheon with

David Blake - Frmr Colorado Deputy Attorney General - Squire Patton Boggs It Isn’t Easy Being the First! The Ups and Downs of Colorado’s Path to Legalization & How We’re Turning Lessons to Leadership. Melissa Kuipers Blake - Brownstein Farber Hyatt & Schreck Cannabis Policy in the Present.

Break

Keynote Panel / Building Relationships That Work! Moderator: Dana Coffield - Colorado Sun Dr. Mark Levine - University of Denver Burns School John Lord - LivWell Enlightened Health Jason Thomas - Avalon Realty Advisors

Break

Bob Amter - Montegra Capital Resources, LTD Show Me The Money! Risk and Rewards.

David Wunderlich - McAllister Garfield, P.C. A National Forecast: The Future of Real Estate as Legalization Expands.

Closing

Expert Huddle Hour

8:00 AM

9:00 AM

9:05 AM

9:50 AM

10:35 AM

10:45 AM

11:35 AM

12:00 PM

1:25 PM

1:35 PM

2:35 PM

2:45 PM

3:25 PM

4:10 PM

4:15 PM

PRESENTING VENDOR

SESSION VENDORS

MARKETING VENDORS

PARTICIPATING VENDORS

Guest Services: Staff will be available at the Guest Services table to address any questions or needs.

Beverages: Available all day in the Huddle Zone.

Bathrooms: Located down the hall, in either direction, from any ballroom exit.

Cell Phones: Please be sure to silence your mobile devices. Your device will connect to your carrier better in the Expert Huddle Zone or out in the courtyard.

Questions: Be sure to use your program to make notes of any questions you have throughout the event. The scheduled breaks and Expert Huddle Hour, located in the Expert Huddle Zone, is intended to be a great opportunity to connect with an expert and get your questions answered.

CE credit certificates: Available at the conclusion of the event at the Guest Services Table.

Survey: Be sure to turn in your survey for a drawing prize at the Expert Huddle Hour by 5PM. You must be present to win.

Valet: Return your valet ticket to the staffed valet booth in the lobby. Plan for a 15 minute wait for your vehicle to arrive.

9:05 AM Tony McDonald - Surna, Inc.

Setting the Stage: Just What is the Cannabis Industry, and How Does it Impact Your Property.

Who better to help us define and understand the cannabis industry than those who operate in it daily. For those currently leasing to a cannabis tenant, has the property been adequately prepared? What if you acquire a new portfolio and a cannabis client comes with it? You don’t know what you don’t know, and what you don’t know can be costly. In this session, attendees will learn the terminology unique to the cannabis industry, as well as specific data around utilization and cost when building and maintaining a property leased by a cannabis tenant.

Mr. McDonald has successfully built businesses in the cleantech, energy efficiency and HVAC industries over the past 10 years. Before joining Surna, Inc., Mr. McDonald was Vice-President-Sales and outside advisor for SunTech Drive LLC, a solar energy equipment supplier located in Boulder, Colorado. He is also the author of Cleantech Sell: The Essential Guide To Selling Resource Efficient Products In The B2B Markets.

www.nrecsummit.com#NREC2019

GENERAL INFORMATION

ABOUT IREM®

IREM® is an international force of nearly 20,000 individuals united to advance the profession of real estate management. Through training, professional development, and collaboration, IREM supports our members and others in the industry through every stage of their career.

We open doors, we forge connections, and we help show the way forward. Backed by the power that comes with being an affiliate of the National Association of REALTORS®, we add value to our members, who in turn add value to their teams, their workplaces, and the properties in their commercial and residential portfolios.

Our memberships empower college students, young professionals, and industry veterans who are committed to career advancement. Earning our credentials, including the CPM®, ARM®, ACoM, and AMO®, demonstrates a commitment to, and passion for, good management.

To learn more about how to join this elite group of professionals call 303-940-9442 or email [email protected]

Greater Denver Chapter

QUESTIONS / NOTES

10:45 AM Mark Tschetter Tschetter Hamrick Sulzer

What Landlords Need to Know About Leasing & Cannabis.

Cannabis tenants require special leasing knowledge because their industry requires special building, utility and security needs. Real estate professionals should know what language to use, and what provisions must be considered to produce a lease that protects everyone involved.

Mark N. Tschetter is the Senior Managing Partner of the Tschetter Hamrick Sulzer Law Firm. Mark’s primary focus has been on landlord-tenant matters, and is regarded as one of the top legal experts in landlord-tenant law in the country. Mark believes in educating his clients and has created and personally teaches many workshops in Basic Fair Housing and Advanced Fair Housing, a particular area of interest for him.


QUESTIONS / NOTESQUESTIONS / NOTES

9:50 AM Gustin Tubbs - MJ Freeway

HR, IRS, and Other Pitfalls: What Makes a Healthy Cannabis Tenant?

Being able to identify the health of a tenant can be somewhat normalized in most retail, industrial and commercial environments... it is not normalized in the cannabis industry. Real Estate professionals must understand that the cannabis industry requires a higher level of questioning and a unique understanding of policies and practices to ensure a profitable and long-term real estate business partner.

Mr. Tubbs has over 7 years of experience working in the cannabis industry and is the Retail Chair and Secretary Officer of the OSHA Safety Compliance Committee for The Clinic Colorado. In this role he has developed an initial corporate safety-training program, written safety SOPs in accordance with the specific OSHA, DOL and DORA standards for retail facilities. Gustin was the first responder and integral to the completion of The Clinic’s first OSHA inspection.

12:10 PM - KEYNOTE LUNCHEON

Melissa Kuipers-Blake Brownstein Farber Hyatt & Schreck

Cannabis Policy in the Present.

Melissa Kuipers-Blake as the Chair of Emerging Regulatory Industries will provide a perspective of how state and local governments around the country are addressing legalized cannabis in their own way and what we’re learning moving forward.

Melissa Kuipers Blake has been dubbed “The Negotiator” by ColoradoBiz Magazine and a “power lobbyist” by Colorado Politics, and is a leading lobbyist and seasoned political strategist with more than 20 years of national political experience at the local, state and federal levels of government. In addition to her national lobbying practice, Melissa serves as co-chair of Brownstein’s Cannabis & Industrial Hemp industry group, which helps shape legislative policies for these industries. Having worked on cannabis issues since day one of legalization in Colorado, Melissa has a foundational perspective on the growth of the industry and its players.

12:10 PM - KEYNOTE LUNCHEON

David Blake - Frmr. CO Deputy Attorney General Squire Patton Boggs

It Isn’t Easy Being the First! The Ups and Downs of Colorado’s Path to Legalization & How We’re Turning Lessons to Leadership.

As more and more states legalize both medical and recreational cannabis, many look at one of the leaders – Colorado – for guidance. David Blake was Colorado’s Deputy Attorney General from day one, a position which provided him with a front-row seat to the development and growing pains of a brand new industry. There are stories of the wins, the losses and what Colorado learned from the process.

David Blake previously served as Deputy Attorney General for Legal Policy and Government Affairs in the Colorado Department of Law. Prior to joining the Colorado Department of Law in 2010, Mr. Blake worked for the Office of Legislative Affairs and in the National Security Division, serving as a Special Assistant U.S. Attorney in the District of Columbia, acting as counsel to the Guantanamo Detainee Review Task Force, and working as a trial attorney in the Civil Division. Mr. Blake is a 2007 graduate of the George Mason University School of Law and a 1996 graduate of the Virginia Polytechnic Institute and State University. David Blake is currently partner at Squire Patton Boggs, chairing their State Attorneys General Practice.



1:25 PM Keynote Panel - Building Relationships That Work!

Cannabis, as the nation’s fastest growing industry, is impacting real estate in profound way. Without a clear understanding of how the cannabis industry operates and what their concerns are, it makes building relationships difficult. Today’s panel will begin to bring the concerns, surprises, and misunderstandings into focus by leveraging seasoned and experienced professionals in the real estate and cannabis industries.

Moderator

Dana Coffield is the senior editor for The Colorado Sun, a journalist-owned, ad-free news outlet based in Denver but which strives to cover all of Colorado so that our state — our community — can better understand itself. Dana has also worked as an editor and reporter at a variety of publications along the Front Range including The Rocky Mountain News and The Denver Post, where she directed coverage of the Aurora theater shooting that led to the Post’s 2013 Pulitzer Prize for breaking news.

Panelist

Dr. Mark Lee Levine is a full professor at the Burns School of Real Estate and Construction Management at the Daniels College of Business. He has been a real estate broker, attorney, investor and professor for more than 40 years, lecturing throughout the U.S. and internationally. He is a two-time Fulbright Scholar to China, has written 52 books and more than 300 articles.

John Lord is owner and CEO of LivWell Enlightened Health, one of Colorado’s leading cannabis companies with 14 locations and more than 600 employees. John leveraged his prior business experience to catapult LivWell, blending marijuana culture and solid business principles to create a company that has a strong brand presence in a very cluttered market space.

Jason Thomas is the Founder and CEO of Avalon Realty Advisors, Inc. Avalon’s core competencies are in cannabis real estate lease/sales, valuations, expert testimony and other consulting requirements. Jason has over 20 years of real estate experience as a broker, property, asset and project manager for companies including CBRE, Inc., Cushman and Wakefield, Inc. and Grubb and Ellis, Inc.



3:25 PM David Wunderlich McAllister Garfield, P.C. A National Forecast: The Future of Real

Estate as Legalization Expands.

The cannabis industry is changing at the speed at light. With new states getting on the cannabis bandwagon every year and with every state doing this industry in their own unique way, there is one thing we can count on -- nothing will remain the same. What does this mean for those that have found a safe place of recognition and for those just getting acquainted? What can we expect over the next several years from a state and federal perspective and how will this all impact your real estate business?

David Wunderlich is a Sr. Attorney at McAllister Garfield, counseling marijuana, hemp, and CBD businesses to help them navigate the complicated waters of federal and state cannabis laws and propel them forward. David focuses his practice on business formation, regulatory compliance, real estate, and intellectual property. David is proficient in Spanish and applies his wide base of experience to the various legal issues that face cannabis businesses.

www.nrecsummit.com

2:45 PM Bob Amter Montegra Capital Resources, LTD

Show Me The Money! Risk and Rewards.

The difference between perceived risk vs actual risk may create opportunities for the well-informed Investor, Lender, Real Estate Manager, and Realtor. “How do I get paid?’ and “How do I handle transactions involving money?” The answers to those questions may not be what you think. There are risks in investing in or lending against properties involved with cannabis that need to be considered.

Robert (Bob) Amter is the President and founder of Montegra Capital Resources, LTD. Montegra Capital was formed in 1971 and has been funding loans secured by first mortgages on cannabis tenanted properties since 2014. Montegra has funded significantly more loans against this type of collateral property than most other Colorado private money lenders and has experienced few problems.

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Expert Huddle Zone A Note from the IREM® Greater Denver Board

CCS Facility Servicesccsbts.com

303-733-8997

IREM® Industry Partner

NREC Summit Marketing Vendor

ECO Roof and Solarecoroofandsolar.com

303.484.9854

NREC Summit Participating Vendor

Interstate RestorationInterstaterestoration.com

303-426-4200


NREC Summit Participating Vendor

J2 General Contractingj2generalcontracting.com

303-484-8445


NREC Summit Session Vendor

Preferred Paintingpreferredpainting.com

303-695-0147



Professional Restorationprorestoration.com

(303) 922-4001



Reidy Metal ServicesReidymetal.com

(303) 361-9000



Ryan, LLCRyan.com

720-524-0022


Spire Design StudioSpiredesignstudio.com

303.482.3100



Trinity Construction Commercial Roofingtrinityconstructionservices.com

303-870-3276


NREC Summit Presenting Vendor

The National Real Estate and Cannabis Summit has been 3 years in the making and a strategic endeavor that has required the hand-off of ideas, decisions, and commitments between the members of 4 annual volunteer Boards. The decision to steer the ship into choppy waters and grab ahold of this very controversial, misunderstood, and under-informed topic is the byproduct of the Chapter’s dedication to provide not only our members, but the entire real estate community, with concentrated education that makes our members and colleagues better at protecting owners, tenants, residents, and the surrounding community, all while protecting real estate assets. Our goal is that today you will leave empowered and inspired to navigate your business as it relates to the cannabis industry with confidence.

There is no end in sight to the evolving impact the cannabis industry will continue to have on the real estate industry. Plan to join us next year, as we strive to bring you the most up-to-date information necessary to experience the highest level of success.

We can’t thank you enough for trusting us with your time today. We are privileged to have you alongside us as we continue to explore the complex union required of the real estate and the cannabis industry.

What is an IREM® Industry Partner?

A collection of experts that work closely with the real estate community. These vendors subscribe to the IREM Code of Ethics, represent the highest quality products and services, and come recommended by an IREM member. Our Industry Partners enjoy exclusive access to the Chapter membership, and numerous valuable opportunities to build their business portfolio and strengthen relationships. For more information: [email protected]

Samantha Homic, ARM®

2019-2020 Chapter Secretary/Treasurer

Brett Welker, CPM®, RPA2019 Member at Large

Jennifer Plunkett, CPM®, LEED AP2019 President

Daniel Murphy, CPM®

2019 President-Elect/2020 Chapter President

Janna Dalton, CPM®, CAM 2019 Member at Large/2020

President Elect

NRECNational Real Estate & Cannabis

SUMMIT

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