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.
Ryan Swanson & Cleveland / Seattle, WA

Katherine Wax, Esq.
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
Jones Lang LaSalle IP Inc / 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 Inc / 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 / Vancouver, WA

Chris Nelson , Principal
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.
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 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..

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.

Chris Nelson is a Co-Founder and Principal at Capstone Partners. He has personally sourced and directed the development, investment and management of over 8 million square feet of industrial, multi-family, retail and office properties in the Pacific Northwest and Northern Nevada for institutional partners and clients.

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.

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