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  • Reading and Interpreting Leases

    Contains 3 Component(s), Includes Credits

    In this session, you will learn how to critically read and interpret leases – with an emphasis on the sections that have the most potential to impact the landlord and/or the tenant.

    Leases are among the most important documents a real estate manager will encounter during his or her career. But, if you are like most managers, you probably have never “really” read your leases in their entirety. In this session, you will learn how to critically read and interpret leases – with an emphasis on the sections that have the most potential to impact the landlord and/or the tenant.

    Course objectives:

    • Discuss how to critically read a lease agreement
    • Explain how to interpret leases based on common industry practices – as well as the specific wording included in the document. (There are often discrepancies between the two.)
    • Identify the most important sections of the lease to include on a lease abstract.

    P. Marc Fischer, BOMA Fellow, MBA, CPM®, RPA®, CCIM®, LEED® Green Associate

    InspiRE CRE, LLC

    P. Marc Fischer, BOMA Fellow, MBA, CPM®, RPA®, CCIM®, LEED® Green Associate is President & CEO of InspiRE CRE, LLC, a Mid-Atlantic-based commercial real estate consulting and training organization.  A former president of BOMA/Baltimore, Fischer is an inaugural member of the BOMA Fellows program. In addition to authoring many BOMA International courses and publications, including the Foundations of Real Estate Management program, he is a sought after speaker on a variety of commercial real estate topics.

    Member: $149

    Nonmember: $199

  • Understanding Leases and Preparing for Negotiations Virtual Certificate Program

    Contains 3 Product(s)

    Understanding how to create asset value is an essential skill for today’s commercial real estate professionals. This three-part virtual program will examine how an effective leasing program helps the team optimize the value of income-producing properties. You will learn how to improve your negotiation skills, master the leasing process, and think like an asset manager. SIGN UP FOR ALL THREE WEBINARS WITH THIS OPTION AND GET A DEEP DISCOUNT.

    Understanding how to create asset value is an essential skill for today’s commercial real estate professionals. This three-part virtual certificate program will examine how an effective leasing program helps the team optimize the value of income-producing properties. You will learn how to improve your negotiation skills, master the leasing process, and think like an asset manager. SIGN UP FOR ALL THREE WEBINARS WITH THIS OPTION AND GET A DEEP DISCOUNT.

    Course #1 – Evaluating Market Conditions – Learn how to analyze market conditions and how asset managers can positively impact asset value. (October 18, 2021 - 2 pm - 3 pm ET)

    Course objectives:

    • Discuss the mechanics of being an effective asset manager
    • List ways to maximize property value
    • Prioritize key strategies to market properties

    Course #2 – Negotiations – As the saying goes, “You don’t get what you deserve – you get what you negotiate.” Learn how to improve your negotiation skills – and create favorable lease structures and productive business relationships. (October 19, 2021 - 2 pm - 3 pm ET)

    Course objectives:

    • Discuss how to prepare for lease negotiations
    • Identify which components are non-negotiable
    • Describe the benefits of acquisition

    Course #3 – Reading and Interpreting Leases  – Leases are among the most important documents a real estate manager will encounter during his or her career. But, if you are like most managers, you probably have never “really” read your leases in their entirety. In this session, you will learn how to critically read and interpret leases – with an emphasis on the sections that have the most potential to impact the landlord and/or the tenant. (October 21, 2021 - 2 pm - 3:30 pm ET)

    Course objectives:

    • Discuss how to critically read a lease agreement
    • Explain how to interpret leases based on common industry practices – as well as the specific wording included in the document. (There are often discrepancies between the two.)
    • Identify the most important sections of the lease to include on a lease abstract.

    Pricing:

    Three-part course series bundle:

    Member:  $349

    Nonmember: $499

    Individual courses:

    Member: $149

    Nonmember: $199

    BOMA’s webinars qualify for continuing education credits for the renewal of industry designations including CMCP, RPA, FMA, CPM, ARM and SMA/SMT.  Certain webinars qualify for GBCI, AIA and BOC continuing education hours.

    Each webinar in this series qualifies for continuing education credit. To receive credit, you will need to watch the webinar in its entirety and complete the evaluation survey.

    Webinars for 1.0 CE Credit

    Evaluating Market Conditions

    Negotiations

    Webinars for 1.5 CE Credit

    Reading and Interpreting Leases

  • Negotiations

    Contains 3 Component(s), Includes Credits

    As the saying goes, “You don’t get what you deserve – you get what you negotiate.” Learn how to improve your negotiation skills – and create favorable lease structures and productive business relationships.

    As the saying goes, “You don’t get what you deserve – you get what you negotiate.” Learn how to improve your negotiation skills – and create favorable lease structures and productive business relationships.

     Course objectives:

    • Discuss how to prepare for lease negotiations
    • Identify which components are non-negotiable
    • Describe the benefits of acquisition

    P. Marc Fischer, BOMA Fellow, MBA, CPM®, RPA®, CCIM®, LEED® Green Associate

    InspiRE CRE, LLC

    P. Marc Fischer, BOMA Fellow, MBA, CPM®, RPA®, CCIM®, LEED® Green Associate is President & CEO of InspiRE CRE, LLC, a Mid-Atlantic-based commercial real estate consulting and training organization.  A former president of BOMA/Baltimore, Fischer is an inaugural member of the BOMA Fellows program. In addition to authoring many BOMA International courses and publications, including the Foundations of Real Estate Management program, he is a sought after speaker on a variety of commercial real estate topics.

    Member: $149

    Nonmember: $199

  • Evaluating Market Conditions

    Contains 3 Component(s), Includes Credits

    Learn how to analyze market conditions and identify how asset managers can positively impact asset value.

    Learn how to analyze market conditions and identify how asset managers can positively impact asset value.

    Course objectives:

    • Discuss the mechanics of being an effective asset manager
    • List ways to maximize property value
    • Prioritize key strategies to market properties

    P. Marc Fischer, BOMA Fellow, MBA, CPM®, RPA®, CCIM®, LEED® Green Associate

    InspiRE CRE, LLC

    P. Marc Fischer, BOMA Fellow, MBA, CPM®, RPA®, CCIM®, LEED® Green Associate is President & CEO of InspiRE CRE, LLC, a Mid-Atlantic-based commercial real estate consulting and training organization.  A former president of BOMA/Baltimore, Fischer is an inaugural member of the BOMA Fellows program. In addition to authoring many BOMA International courses and publications, including the Foundations of Real Estate Management program, he is a sought after speaker on a variety of commercial real estate topics.

    Member: $149

    Nonmember: $199

  • Evolution of Design: Future Proofing Healthcare Facilities

    Contains 3 Component(s), Includes Credits

    This panel will delve into how health systems can develop and design with flexibility and integration of technology allowing them to adjust more quickly to future healthcare and real estate trends, as well as discuss how COVID-19 has changed design and operational strategy.

    This panel will delve into how health systems can develop and design with flexibility and integration of technology allowing them to adjust more quickly to future healthcare and real estate trends, as well as discuss how COVID-19 has changed design and operational strategy. 

    ALANNA CARTER

    Healthcare Principal, Vice President

    HGA

    Alanna’s expertise in Environments for Aging stems from a strong motivation to provide a better quality of life for residents, visitors, and staff. Her aim is to design environments that support wellness and independence to enliven through serving medical, physical, social, and spiritual principles. Her approach enables the experience to be foremost in the design conversation, which ultimately benefits staff and operations. A frequent speaker and published in many outlets, Alanna shares her knowledge to promote high-quality design in all aspects of the industry.

    ERIN COUCH

    Standards and Design Director

    Providence St. Joseph Health

    Erin has been with Providence St. Joseph Health since 2015 in the role of Standards and Design Director for PSJH Enterprise. PSJH is one of the largest health systems in the U.S. with 51 hospitals, 1,085 clinics, 119,000 caregivers, and 8 healthcare partners. Erin is directly responsible for the direction, implementation, and updating of the PH&S Recommended Acute Care Standards as well as providing oversight for the Physician Division/Real Estate and Construction System Standard for Clinics.

    In addition, Erin provides high level strategy, design, and architectural advice for all system ministries in conjunction with the Real Estate Strategy and Operations (RESO) Planning and Enterprise Councils. Other responsibilities include collaboration with system vendor partners and coordination with PSJH’s other shared service providers including Supply Chain, EVS, Facilities, IP and Ergonomics, Security, and Equipment planning. Specific planning and design oversight include the University of Providence, Great Falls, Providence St. Patrick’s MOB in Missoula, Reed’s Crossing in Oregon, hospital planning in southern California, and a multitude of acute and clinic projects across the Alaska and Washington regions.

    Erin‘s career as a healthcare architect spans over 30 years with a focus on projects in Oregon, Washington, and California. Projects include clinics in urban and rural sites, critical access and acute care hospitals, as well as medical office buildings, ambulatory surgical centers, and facility planning for many healthcare entities. She holds a Bachelor of Architecture degree from the University of Oregon and is a registered architect in the State of Oregon. Erin is also a member of the American Institute of Architects, a member and Past Chair of the Architecture for Health Committee, and a working member of PSJH’s Oregon region Health Housing Initiative.

    STEPHEN BARRY

    President

    Rendina Healthcare Real Estate

    Stephen K. Barry is President of Rendina Healthcare Real Estate, where he forms and maintains close relationships with leading health systems and physician groups nationwide, tailoring solutions for clients that focus on ambulatory strategy and market share growth. Steve also creates and executes Rendina’s growth strategy for expansion into new markets, and forges partnerships with real estate services firms.

    During his 14 years with Rendina, Steve has gained experience in all facets of healthcare real estate, including development, leasing, and property management. Steve has driven the development of more than one million square feet of outpatient facilities, and as a member of the Health Care and Life Sciences Council, he collaborates with industry leaders on matters related to investing, developing and operating acute care and specialty hospitals, medical office buildings, outpatient service centers, ambulatory surgery facilities and life science/research facilities.

    Prior to joining Rendina, Steve spent two years as an analyst with J.P. Morgan in New York. Steve holds a Bachelor of Business Administration degree in Finance cum laude from the University of Notre Dame.

    CHANTILY MALIBAGO

    Director of Real Estate Development-Healthcare

    Mortenson Development

    Chantily leads Mortenson Development’s healthcare vertical and is responsible for driving strategy and long-term growth. A 20 year real estate professional, Chantily has worked with health systems and care organizations nationwide delivering real estate solutions to help reduce the cost of care, improve the patient experience and positively impact the health of their communities. Most notably, she was responsible for regional portfolio strategy and management for a Fortune 6 global healthcare organization.

    Chantily brings a customer-focused approach—taking time to understand a client’s objectives and aligns resources, market knowledge and data needed to help make informed decisions. This makes her a trusted partner committed to helping healthcare clients achieve meaningful results by levering Mortenson’s deep development expertise—from strategic planning, portfolio optimization, site selection and financial feasibility to creative financing strategies and partnerships.

    Six Sigma Green Belt certified, Chantily earned her undergraduate degree from the University of Minnesota, Twin Cities and a Master’s Degree in Healthcare Services Administration from the University of South Dakota. She is a member of the American College of Healthcare Executives and the Healthcare Financial Management Association.

    KERRIE BARTEL-CHRISTENSEN

    Vice President of Real Estate Strategy and Operations

    Providence St. Joseph Health

    Kerrie Bartel-Christensen is the Vice President of Real Estate Strategy and Operations for Providence St. Joseph Health in the Oregon Region. She is a highly qualified, seasoned, Senior Healthcare Real Estate Executive with fifteen years plus experience working with vertically and horizontally integrated, multi-affiliate health systems. Kerrie has accountability for real estate strategy, design, construction, property management, facility operations, and environmental services. During this time of healthcare disruption and the shift to value-based care, Kerrie brings a unique view of moving upstream to address population health through strategic investment in the built environment while addressing the social determinants of health. Kerrie’s career spans more than 20 years in corporate real estate, healthcare, asset management, leasing, project management, and finance. She has deep financial acumen and the ability to navigate highly political organizations. She has worked in both the Midwest and West Coast markets, a background in public housing, and a Master of Business Administration (M.B.A.) from Grand Valley State University.

  • Wall Street's Perspective on Healthcare Real Estate

    Contains 3 Component(s), Includes Credits

    Analysts from investment banks and equity research groups discuss the current state of the healthcare real estate sector.

    Analysts from investment banks and equity research groups discuss the current state of the healthcare real estate sector.

    JUAN SANABRIA

    Director

    BMO Capital Markets

    Juan joined BMO’s U.S. Equity Research team in 2020 as a Director covering REITs in Chicago. Prior to BMO Capital Markets, Juan was a Vice President at Ventas, a diversified S&P500 healthcare REIT, where he led the company’s investor relations team (2019-20). Previously, he was a director and equity analyst at Bank of America Merrill Lynch (BAML), where he was a senior member of a top 3 ranked Institutional Investor U.S. REIT team in New York (2013-2019). Prior to 2013, Juan spend seven years at ML/BAML covering Australian REITs, in Australian Equity Specialty Sales, as well as at Goldman Sachs and Donaldson, Lufkin & Jenrette. Juan graduated from The Wharton School at The University of Pennsylvania with a Bachelor of Science Degree in Economics, graduating cum laude.

    RAJ REHAN

    Head of Real Estate Securities, Americas

    BlackRock

    Raj Rehan, CFA, is the Head of Real Estate Securities, Americas at BlackRock. Raj has two decades of real estate investing experience; he has been covering healthcare REITs for ten years. Prior to joining BlackRock, Raj was a founding member of the real estate securities business at Aviva Investors. Raj started his career at M&G Prudential. Raj has a first-class honor, BSc degree in Economics from the University of Warwick (UK), he is a Chartered Financial Analyst charter holder.

    TODD STENDER

    Senior Equity Analyst

    Wells Fargo Securities

    Todd Stender is a Managing Director within Equity Research at Wells Fargo Securities. He joined the company in July 2009 as a Senior Analyst responsible for the Healthcare, Self-Storage, Net Lease, Manufactured Housing, and Single-Family Rental REIT sectors. Specifically within Healthcare, Todd’s REIT coverage spans 12 REITs – across a mix of 5 property types: medical office buildings, hospitals, senior housing communities, skilled nursing facilities, and life science; market caps ranging $2B to $35B. Prior to joining Wells Fargo Securities, Todd held equity analyst positions covering healthcare and residential REITs at Keefe, Bruyette & Woods from 2007-09 and Wachovia Securities from 2005-07. Todd began his Wall Street career at Crowell, Weedon & Co covering the REIT, regional bank, and insurance sectors. In addition, Todd is actively involved in youth sports through coaching baseball, basketball, and football. Todd received a BA from LaSalle University and an MBA from Pepperdine University.

    MINDY BERMAN

    Senior Managing Director, Healthcare Group Leader

    JLL

    Mindy serves as Senior Managing Director of JLL Capital Markets, Americas and coleader of JLL’s National Healthcare Group. She serves the firm’s investor and provider clients by advising and executing financial strategies and requirements for their healthcare real estate property.

    Mindy has more than 35 years of corporate finance and capital markets experience structuring and arranging financing for the fixed assets of major corporations to meet their economic, financial, operational, tax and financial reporting objectives. Ms. Berman has advised and arranged over $10 billion of healthcare industry real property for providers, investors and developers involving investment sales, developer build-to suits and project and structured financing of acute care facilities, medical office
    buildings, senior housing and skilled nursing facilities and other healthcare-related properties. She has relationships with a multitude of capital sources including institutional investors, financing sources and private equity.

    Mindy is a member of HFMA, the ULI Health Care and Life Sciences Council, the Advisory Board of Healthcare Real Estate Insights and the Financial Accounting Committee of the leading leasing association and a frequent contributor to industry publications and a speaker on healthcare, capital markets and accounting topics. Ms. Berman’s expertise and experience has been evidenced in recognitions such as the Event Chair of the 2016 Revista Medical Real Estate Investment Forum and selection by a peer group as HREI’s Healthcare Executive of the Year in 2014.

    Prior to joining JLL, Ms. Berman was in leadership positions at KeyCorp, Bank of Tokyo Mitsubishi, and 42 North Structured Finance, where she led business development and capital markets teams for their leasing and structured finance groups.

    STEVE LEATHERS

    real estate capital markets professional

    Mr. Leathers is a real estate capital markets professional with experience within investment sales or brokerage, capital raise, investment management and portfolio management.

    His specialties include: Healthcare Real Estate advisory, capital markets, acquisitions, finance and portfolio management.

    Mr. Leathers has fifteen years commercial real estate experience that includes investment sales, capital markets, acquisitions and dispositions, equity placement, debt financing, underwriting, portfolio and asset evaluation, relationship management, and business development. Mr. Leathers has represented two nationally focused investment management platforms in the acquisition of $3.3 billion in commercial real estate totaling 12.8 million square feet, of which a majority was healthcare real estate related. While focused on healthcare, his background includes expertise in office, mixed-use and life science properties. He has working relationships with a myriad of investor and capital funding sources including healthcare REITs, private equity, regional and national healthcare-focused developers, commercial banks and specialty finance companies.

    VIKRAM MALHOTRA

    Executive Director, Real Estate Equity Research

    Morgan Stanley

    Vikram Malhotra is an Executive Director who covers the REIT industry and previously covered Machinery and Business Services. Vikram joined Morgan Stanley in 2007 after serving as a Senior Manager with Jones Lang LaSalle, a global real estate solutions firm. He has also worked for Colliers International as a real estate investment consultant. Vikram holds a BS in industrial management from Purdue University and an MBA from the University of Michigan’s Ross School of Business.

  • How Do You Grow Without Growing? The Future of Health System Operations

    Contains 3 Component(s), Includes Credits

    Learn how different systems are revising their strategy around administrative space, and how they are increasing the throughput of their facilities during a pandemic.

    Learn how different systems are revising their strategy around administrative space, and how they are increasing the throughput of their facilities during a pandemic.

    COURTNEY NELSON

    System Director of Real Estate Transactions & Portfolio Strategy

    CommonSpirit Health

    Courtney Nelson is the System Director of Real Estate Transactions & Portfolio Strategy for CommonSpirit Health. Courtney has spent her entire career in healthcare real estate and most recently supported the real estate portion of the megamerger of Catholic Health Initiatives and Dignity Health that resulted in CommonSpirit, the combined organization with 142 hospitals in 21 states. In 2016/2017, Courtney led the largest sale leaseback transaction by a hospital system when Catholic Health Initiatives sold a portfolio of healthcare real estate assets valued at nearly $1B to Physicians Realty Trust. Courtney currently oversees multiple facets of CommonSpirit's real estate transaction activity including all leasing, development, acquisition, disposition and portfolio strategic planning for all types of real estate and land. In 2020, Courtney was featured in American Healthcare Leader magazine for her innovative work with CommonSpirit Health and was recognized by Connect Media in 2017 as one of the Top 40 Women in Real Estate. Prior to joining Catholic Health Initiatives, Courtney was Vice President of Asset Management & Leasing for NexCore Group, a healthcare real estate development firm located in Denver, CO. She earned her B.S. and M.B.A. from Stephens College, a private women's college located in Columbia, Missouri.

    KELLIE HILL

    Senior Associate

    JLL

    Kellie Hill has 20 years of experience in the commercial real estate industry with specialization in Brokerage, Business Development, Account Executive, Director of Operations, Project Manager, Program Manager, Construction Superintendent, and CEO of a boutique consulting firm. She is currently the Senior Associate on the Southern California Healthcare Practice Group. Through her diverse background in real estate and development, she is able to identify current obstacles in a very complex market and bring creative solutions that help save time and money. She thrives in change and uncertainty and ensures her clients experience the calm, not the storm.

    Previous to joining the Southern California Healthcare Practice Group, Kellie was the Sales Director for GreaterLos Angeles and Orange County.
    She was responsible for all sales activities throughout the Greater Los Angeles and Orange County Region. Her duties include pursuit identification and management, strategic development with multiple lines of business within CBRE to align with sales strategy, sales professional growth and training, technology roll-out, and change management. She is proficient in many cloud collaboration tools including Salesforce, Box, Hightower, VTS, Smartsheet, and Tableau.

    Hill joined CBRE from Cassidy Turley where she served as Vice President of Project and Development Services in Southern California. During her tenure at Cassidy Turley, Kellie founded the project management division in San Diego, CA growing revenue by 250%

    DEB SHEEHAN

    Managing Director

    The BDO Center For Healthcare Excellence & Innovation

    Deb is a Managing Director of BDO USA, LLP’s Advisory Practice, a team that is devoted to helping organizations achieve optimal operational and financial performance outcomes in deploying their processes and real estate assets. BDO’s practice brings together leaders with deep experience across financial, clinical, design, construction, operations, data analytics, and legal disciplines committed to a collaborative culture to create robust organizational change.

    Honing a background of business management, design, engineering and construction, Deb champions strategies that shape industry trends and anticipate next generation solutions. Her success partnering with clients across the globe has made her a sought after industry expert, contributing to ASHE, American Business Journal and Becker’s Hospital Review as well as National Building Sciences Institute.

    In a career spanning three decades, Deb has been honored for her evidence-based project delivery approach. Her work has been published by organizations such as Building Design & Construction and Health Facility Management in addition to features in The Wall Street Journal, Fast Company, Forbes and Modern Healthcare. Deb is a past recipient of Building Design & Construction’s inaugural 40-und-40 program.
    She is a diplomat of the American College of Healthcare Executives and a DBIA and LEED certified professional.

    LAMONTE JOHNSON

    Director, Real Estate Planning & Market Lead

    Atrium Health

    An energetic, positive leader with expertise in client relationship management, corporate real estate and business support. Proven track record of achieving results by developing strategic business alliances and oversight of business programs. Adaptable team player with a history of success in changing environments, including merger integration teams. Strengths include excellent communication skills, strategic planning, project / program management, and handling complex business problems.

  • Predictive Analytics: Using Data to Inform Systemness, Strategy, Real Estate and Drive Decisions

    Contains 3 Component(s), Includes Credits

    This session will provide an overview of the life sciences asset class, including a detailed look at the most active cluster markets. The panel of industry experts will explore how life science buildings compare to traditional MOB’s - from a physical and operational standpoint, as well as from an investment perspective. We’ll also dive into the sector’s outlook for the future.

    This session will provide an overview of the life sciences asset class, including a detailed look at the most active cluster markets. The panel of industry experts will explore how life science buildings compare to traditional MOB’s - from a physical and operational standpoint, as well as from an investment perspective.  We’ll also dive into the sector’s outlook for the future.

    FADY BARMADA

    President & Co-Founder

    Array Analytics- Pivotal

    Fady brings 25 years of healthcare consulting and design to his role as Practice Leader of Strategic Advisory Services. He works with a wide range of healthcare organizations; community and children’s hospitals; and academic medical centers. Fady’s expertise focuses on strategic and capital planning; market assessment and clinical alignment; and real estate and physical asset portfolio optimization.

    When not tending to his clients’ asset opportunities, Fady can be found spending time traveling with his wife and three children.

    JOHN S. MILNE

    Senior Vice President, Real Estate Strategy and Operations

    Providence St. Joseph Health

    John joined Providence in May 2018 as Senior Vice President, Real Estate and Construction. As a practicing physician and capital venture entrepreneur, John brings a unique perspective into healthcare real estate that focuses on the health of the communities we serve. In his role as Chief Medical Officer for Zoic Capital, John provides leadership in managing a collection of early state healthcare and life science venture funds. John holds the distinction of the first physician certified as a WELL AP by the International Well Building Institute, as well as a history of leading large scale strategic initiatives with focus on new market growth, including development and implementation of new healthcare facilities. John received his medical degree from the Medical College of Wisconsin, as well as a Master of Business Administration from Michigan State University College of Human Medicine.

    MARK BURKEMPER

    Senior Managing Director; Head of Transactions Group - North America

    Harrison Street

    Mr. Burkemper joined the firm in 2009 and is a member of the firm’s Executive Committee. As Head of the Transactions group, Mr. Burkemper is responsible for overseeing the day-to-day operations of the North American Transactions group. In addition, he is responsible for sourcing transactions and forming joint venture relationships.

    Prior to joining Harrison Street, Mr. Burkemper was at Morgan Stanley within its Merchant Banking Real Estate Investing Group. While there, he sourced, underwrote and closed acquisition and joint venture opportunities in the US, Canada and Mexico for several of its funds. In this capacity, he analyzed potential acquisitions, development and redevelopment opportunities across the capital structure, property types and risk / return fund parameters.

    Mr. Burkemper graduated from the University of Wisconsin – Madison with a BBA in Real Estate and Urban Land Economics as well as Finance, Investments Banking. He is a member of the University of Wisconsin Real Estate Alumni Association.

    JAKE ROHE

    Partner and SVP Development

    PMB

    Jake has been with the firm since 2005 and focuses on the overall vision and strategy of the company including financial, operational and delivery partnerships. Jake specializes
    in all phases of project development and has been instrumental in the successful completion of more than 2.1 million square feet of healthcare space, 7,000 structured parking stalls and over $1.1 billion of equity and debt financing. Specifically, Jake is responsible for sourcing, structuring and leading development opportunities including deal structuring, entitling, financing, and managing ground-up development projects from inception to occupancy.

    Prior to joining PMB, Jake was an investment sales associate at Voit Commercial Brokerage in Orange County, CA. Jake is a LEED® Accredited Professional and has a California real estate broker’s license. He is on the ULI Health Care and Life Sciences Council, an advisory board member of Cal Poly Pomona’s College of Environmental Design and holds active memberships in the Urban Land Institute (ULI), Cornell Real Estate Council and the U.S. Green Building Council.

    Jake received his Bachelor of Science degree in Industrial and Labor Relations from Cornell University in 2003. In 2006, he received Certificates in Real Estate Finance, Investments and Development as well as Entitlement, Development and Design from the University of San Diego. Additionally, he received a Certificate in Healthcare Transformation from the University of California Irvine.

    LESLIE SCHATZ

    Vice President, Product

    Optum

    Leslie has spent her professional career dedicated to improving healthcare, beginning with her experience as a financial analyst for Johnson & Johnson, then as a revenue cycle consultant for Stockamp & Associates (now Huron Consulting).
    Leslie joined the Advisory Board in 2006, starting her tenure launching the Advisory Board’s first technology product, Surgery Compass. She led the delivery team and shaped the early design of that product while delivering cost savings to hundreds of members. She then launched ABC’s first international technology product, Theatre Compass, in the Australian market.
    Leslie then spent eight years in Product Development, working to shape, launch and enhance many of the Advisory Board’s new technology business – including work in the emergency department, nursing workflow, spend performance, medical group performance, cardiac cath lab, medical referrals and strategic planning. As a technologist, Leslie worked with members to define problems, design solutions, conduct user testing and ultimately oversee the build of technology solutions.
    Since being acquired by Optum, Leslie initially served as the General Manager of Crimson Market Advantage, leading a multi-faceted team to provide value to over 1200 hospitals in the US. She currently serves as the Vice President of Product, with an emphasis on care coordination, strategic planning, physician outreach, consumer digital marketing, and data strategy to support hospital and health system growth and cost reduction objectives.
    Leslie is a graduate of the Pennsylvania State University, with a degree in Finance and International Business. She resides in Colleyville, Texas, with Dan, her husband of 15 years, daughters Karah and Brooke, and boxers Stella and Austin.

  • Leasing and Management in the Post-COVID ERA

    Contains 3 Component(s), Includes Credits

    A discussion of what worked and what did not immediately after the COVID-19 pandemic changed the way we all conduct the business of operating and leasing medical properties. Hear about the lessons learned and how the pandemic has forever changed the future of managing healthcare real estate.

    A discussion of what worked and what did not immediately after the COVID-19 pandemic changed the way we all conduct the business of operating and leasing medical properties. Hear about the lessons learned and how the pandemic has forever changed the future of managing healthcare real estate. 

    AMY HALL

    Vice President, Leasing

    Physicians Realty Trust

    Amy Hall is Vice President of Leasing for Physicians Realty Trust (NYSE: DOC) the country’s leading healthcare REIT. DOC owns and operates Medical Office Buildings throughout the United States where she has developed a Leasing team from the ground up utilizing technology from the onset. DOC owns and manages more than 265 medical office buildings in 39 states, consisting of over 14 million square feet and $4.5 billion in asset value. Hall has been with DOC since 2016 and has built the leasing division of the company during her tenure to utilize state of the art technology for Leasing Processes and Procedures. Her team has continued to lead by example in the industry in using new technology and track data to minimize risk in the DOC portfolio and reduce vacancy, currently, DOC maintains the highest occupancy in the Healthcare REIT sector. In the face of changing market conditions, Amy and her team have more than tripled the Leasing Activity at DOC.

    Hall has more than 15 years of diversified strategic leasing and management experience in real estate including the office, retail, industrial, and medical office sectors for both public and private companies. She is experienced in leveraging technology and partnering with senior executive teams to execute strategic and tactical initiatives focused on performance and operational improvements to increase occupancy and maximize revenue in both high growth and challenged environments. She is a seasoned leader, understanding both operational and customer-facing challenges with the ability to drive employee engagement.

    JIM CROY

    Senior Vice President, Leasing Medical Office Properties

    Healthpeak Medical Office Properties

    Mr. Croy has been Senior Vice President - Leasing, Medical Office Properties for HCP since January 2015. Mr. Croy joined HCP in 2003 as Vice President of Leasing in connection with our purchase of MedCap Properties, Having Serviced as its Vice President of Asset Management. Prior to that, he served as Vice President for CBRE in Nashville for nine years. Prior to CBRE, Mr. Croy was Vice President of Corporex Realty, and began his real estate career in 1984 with the leasing and asset management division for Hurd Realty in Nashville. He graduated from Tennessee Tech University with a degree in Industrial Engineering, and also received an MBA from The Massey School of Business at Belmont University.

    MATT CRAWFORD

    Vice President, Real Estate & Ambulatory Facilities

    Bon Secours Mercy Health

    Matt Crawford is Vice President, Real Estate and Ambulatory Facilities for Bon Secours Mercy Health. He oversees the ministry’s real estate portfolio including transaction management and brokerage, ambulatory facility management, and portfolio administration.

    Bon Secours Mercy Health is the fifth largest Catholic, nonprofit healthcare system in the United States. It operates 40 hospitals in 7 states and Ireland including an ambulatory footprint of more than 12.5 million square feet of leased and owned medical office and administrative real estate assets.

    Prior to joining Bon Secours Mercy Health Matt held several roles at Cushman & Wakefield, an international commercial real estate services firm. Most recently he was an account director responsible for a team of more than 35 associates engaged in activity across the corporate real estate services spectrum. Previously, he was the single point of contact and multi-market account manager for a national logistics firm and their 58 office North American portfolio and a revenue producing tenant representation broker specializing in office and medical product.

    IAN HUGHES

    SVP Property Management & Leasing - East Territory

    Lillibridge Healthcare Services Inc.

    Ian oversees the management and leasing function for the Eastern Territory. He is responsible for driving financial performance and customer satisfaction by creating an atmosphere where our team can perform at the highest level.

    Prior to joining Lillibridge, Ian served with CBRE overseeing a diverse portfolio of assets in Georgia. He served other major real estate companies including oversight of management teams with Equity Office properties and JLL in Alabama, Georgia, Florida and New York City. Ian is an active member of BOMA and a past president of BOMA Georgia.

    Ian earned his MBA from Drexel University and his BA in Economics from Villanova University.

    JULIE WILSON

    Senior VP, Leasing & Management

    Healthcare Realty

    Julie Wilson leads the leasing and management teams for Healthcare Realty’s 26-state, 12+ million square foot portfolio of medical office properties. She joined Healthcare Realty in 2001 as part of the firm’s development group. Ms. Wilson began her commercial real estate career in 1993 as a leasing agent for Harbor Group Commercial in Norfolk, Virginia. She has also worked in healthcare investment banking for Jefferies & Company and J.C. Bradford & Co.

  • Medical Office Timeshares of the Future : A Health System Without Walls

    Contains 3 Component(s), Includes Credits

    This panel will explore the licensing, legal and operational aspects of part-time/timeshare arrangements as an integral part of future "value-based enterprises". The panel will discuss the growth of “Airbnb” medical office building licensing options, both physically and virtually (through hybrid telemedicine), and provide practical tips including compliance with the federal Stark Law and Anti-Kickback Statute.

    This panel will explore the licensing, legal and operational aspects of part-time/timeshare arrangements as an integral part of future "value-based enterprises".  The panel will discuss the growth of “Airbnb” medical office building licensing options, both physically and virtually (through hybrid telemedicine), and provide practical tips including compliance with the federal Stark Law and Anti-Kickback Statute.

    BLAKE BRATCHER

    Executive Vice President

    Flagship Healthcare Properties

    Based in Nashville, Tennessee, Mr. Bratcher directs Flagship’s ambulatory surgery center (ASC) strategy and portfolio. As Executive Vice President, he is responsible for the ASC platform’s growth and direction, which is centered on building strategic partnerships with surgery center operators and physicians to acquire and/or develop ASCs.

    Bratcher previously worked as the Enterprise Vice President of Real Estate for Envision Healthcare, a conglomerate of healthcare companies, where he oversaw the development and management of the portfolio consisting of approximately 650 properties, including 280 ASCs, across 40 states. Prior to Envision Healthcare’s merger with AmSurg, one of the nation’s largest ASC operators, Bratcher worked as AmSurg’s Director of Real Estate and Real Estate Counsel.

    JENNIFER TANNER

    System Manager

    CommonSpirit

    Jennifer Tanner has over 19 years of commercial real estate experience. She is responsible for developing and implementing real estate solutions which include, leasing, acquisitions, dispositions, financial analysis, project management and MOB development in the healthcare environment for Dignity Health’s ambulatory and hospital strategy throughout the California region. She has spent the last 14 years as Manager of Real Estate Services for Dignity Health and the previous 5 years as a Commercial Real Estate Broker for CB Richard Ellis.

    Jennifer received her bachelor’s degree from the University of Nevada, Reno. She is also a Certified Commercial Investment Member of Commercial Real Estate’s, CCIM

    KIRAT KHARODE

    CEO & Founder

    HealCo- Medical Office Timesharing

    Kirat Kharode is the Founder & CEO of HealCo, the Airbnb of medical space. HealCo helps fill underutilized medical space with providers in its marketplace - while also finding compliant, flexible space for providers to sublease part-time. Recently, HealCo launched the first Health System Without Walls (HSWOW), a hybrid telemedicine solution.

    A serial entrepreneur and a lawyer by training, Kirat spent most of his career in senior health system strategy and operations roles creating ambulatory networks for some of the most financially distressed hospitals in the country. He’s received numerous national and local recognitions including the American College of Healthcare Executive’s Regent Award, NJ Biz Healthcare Power 50, and Becker’s Hospital Review’s “Rising Stars Under 40”. For more information on Kirat and HealCo visit www.healco.us.

    DAVID SORRENTINO

    Complex Care Medical Director

    United Healthcare

    Experienced Divisional Head with a demonstrated history of working in the higher education industry. Skilled in Critical Care Medicine, Healthcare Management, Healthcare, Clinical Research, and Medical Education. Strong business development professional with a Master of Healthcare Administration (MHA) focused in Health/Health Care Administration/Management from Walden University.

    JOSEPH WOLFE

    Attorney

    Hall Render

    Joe Wolfe represents health care organizations nationwide on a broad range of compliance, operational and strategic matters. His area of expertise is supporting health systems, hospitals and medical groups on physician compensation issues, such as compensation plan design, quality-based incentive development, compensation program assessments, fair market value documentation and Stark Law compliance. He regularly assists clients on complex compensation issues related to internal and external compliance investigations and self-disclosures. Joe serves as an advisor to boards; compensation committees and other health care governing bodies and regularly provides education and training on physician compensation and compliance matters. Joe currently serves as the chair of the Fair Market Value Affinity Group of the American Health Law Association. He is a frequent speaker and author on Stark Law compliance, physician compensation matters and health care valuation issues for AHLA, HCCA, AMGA and numerous other industry trade associations. Before attending law school at the University of Wisconsin, Joe served as a combat engineer in the United States Army.