SESSION DETAILS

Thursday, March 30

Breakout Session One: 9:00 AM - 10:00 AM (1 CE)

How the EPA Clean Water Rules Impact Development; the significance of Waters of the U.S.

How the EPA Clean Water Rules Impact Development; the significance of Waters of the U.S.

The Environmental Protection Agency and the US Army Corps of Engineers issue a rule under the Clean Water Act. In April of 2014, a draft definition of "Waters of the US" was released, and new Clean Water Rule was finalized August 28, 2015, but stayed in the jurisdiction of the 6th Circuit Court. Waters of the US under the new rule includes all tributaries of waters previously covered under the Clean Water Act as well as all waters adjacent to previously covered waters. Attend this discussion to find out what is and is not considered to be Waters of the US, as well as what this means for you as a developer. There will also be a discussion of how the new administration may change future rules related to the Clean Water Act.

Mr Holstead will explain what sections of the new rulings most impact developers. Because the EPA Rulings will impact building construction, he will point out items appraisers should consider when valuing property from both a new construction and replacement standpoint.

Presentation Materials

Track:Developers

Speakers:

Carland Holstead
Auxiliary Revenue Producing Uses of Land: from Cell Phone Towers to Bill Boards, from Appraisal to Lease Contracts

Auxiliary Revenue Producing Uses of Land: from Cell Phone Towers to Bill Boards, from Appraisal to Lease Contracts

This session will provide an overview of value influences and valuation basics for communication tower ground leases and billboards.

Commercial properties can have income other than from tenants occupying the space, and these additional revenue streams can significantly influence the value of the property. Mr. Dalbom will discuss such additional income streams such as:

  • Communication Towers
  • Advertising Signs

Mr. Dalbom’s session will provide an overview of value influences and valuation of these additional income streams

Presentation Materials

Track:Investor

Speakers:

Darin Dalbom
Understanding Current Tax Incentives to Optimize Commercial Real Estate Investments

Understanding Current Tax Incentives to Optimize Commercial Real Estate Investments

Learn about often missed tax incentives that include energy credits, deductions, and depreciation methods that provide significant opportunities for Real Estate owners and investors. Working with specialty providers and your CPA can offer large cash benefits to provide capital and to offset the costs of routine maintenance and improvements. Come join us for this interactive session to learn more.

Presentation Materials

Track:Real Estate Licensee

Speakers:

Heidi Henderson

Breakout Session Two: 10:30 AM - 11:30 AM (1 CE)

: Federal Lending Regulatory Changes

Federal Lending Regulatory Changes

How they will Impact the Developer’s Capital Requirements and the price of real estate.

The difference between a High Volatility Commercial Real Estate (HVCRE) loan and a conventional Commercial Real Estate (CRE) loan currently plays a significant role in determining a developers required contributed capital. HVCRE loans and CRE loans also have different requirements when considering “As Completed” values vs “As Stabilized” values that will impact both loan covenants and valuations when the property is sold.

Ms. Cale will explain these ramifications of Dodd-Frank and how they are currently evolved as new rules come out on a monthly basis.

No Presentation Materials Provided.

Track:Developers

Speakers:

Lacey Cale
Oklahoma Housing Needs Assessment: State of the State. Results of a year long study by the University of Oklahoma, Affordable Housing Council and Integra Realty Resources

Oklahoma Housing Needs Assessment: State of the State. Results of a Year-Long Study by the University of Oklahoma, Affordable Housing Council and Integra Realty Resources

Discussion of the results of the 2015/2016 Oklahoma Statewide Housing Needs Assessment, including housing need forecasts by geographic area, populations with the greatest need, and other results from the study. Reported will be the Results of a Year-Long Study by the University of Oklahoma, Affordable Housing Council and Integra Realty Resources along with updates for 2017.

Investors and appraisers will use this information in their estimations of demand for housing.

Presentation Materials

Track:Investor

Speakers:

David Puckett
Water Settlement between OK, OKC, Choctaw & Chickasaw Indian Nations

Business and Development Incentives in Former Indian Reservations in Oklahoma

Former Indian Reservations in Oklahoma are the Indian reservations in the lands that are now the state of Oklahoma. Prior to statehood, as a component of the policy of assimilation, the indian reservations in Oklahoma were dissolved, with land going either in to individual tribal members, sold to others, or placed in trust with the US Government. About 2/3 land area of Oklahoma, including a significant portion of Oklahoma County east of Indian Meridian Road, has been designated as Former Indian Reservations in Oklahoma. In the 1930’s the Federal Government reinstated tribal governments, and through the Omnibus Budget Reconciliation Act of 1993, and amendments in 1997, most tax and other incentives found on traditional reservations were also made available to both indian and non-indians in Former Indian Reservations in Oklahoma.

With the opening of Eastern Oklahoma County by the turnpike extension, these tax and business incentives will become significant economic development tools. Shane will discuss business incentives available to anyone, not just those of Indian descent, who lives and works in the Former Indian Reservations.

No Presentation Materials Provided.

Track:Real Estate

Speakers:

Shane Jett

Lunch / Keynote / Awards: 11:30 AM - 1:30 PM (1 CE)

Luck is Not a Plan for Your Future! Today, Design Your Tomorrow.

Luck is Not a Plan for Your Future! Today, Design Your Tomorrow.

Have we been taught to solve problems the wrong way? Leslie Gallery-Dilworth, FAIA will share examples and introduce you to a framework to live your life by design, rather than by default. This approach works for individuals, businesses, communities and complex urban challenges. Using proven strategies based on design principles and systems thinking, you can make your life one of action and accomplishment.

No Presentation Materials Provided.

Track:Not Applicable

Speakers:

Leslie Gallery-Dilworth

Breakout Session Three: 1:30 PM - 2:30 PM (1 CE)

Design Concepts in Protecting our Communities.

Protecting Crowded Places from Terrorism: The Past, the Present, & the Future

Preliminary results for research in new Design Concepts that may be used in Protecting our Communities. In recent times, there have been a series of significant terrorist events in major cities internationally. These attacks have resulted in substantial loss of life, property damage and financial loss, reputational damage and breaking down of societal relations. One of the primary targets of these attacks is crowded places/ commercial real estate developments (transportation hubs; hotels; entertainment venues; sporting arenas; restaurants; and other urban developments). As a consequence, new research is required on how best to protect such developments going forward.

The purpose of the research presented is threefold:

  • It is designed to understand the current consideration of counter terrorism protective security in the real estate development process;
  • It will ascertain the barriers to implementing counter terrorism measures; and
  • It will identify how counter terrorism security measures could be introduced, including at what stage, in future significant real estate developments.

The impact and significance of this research is important for the informing of future protective security policy in the UK, US and Australia, as well as by architects, developers, and investors who are constructing new communities where people live, work and play. If trends continue, it is conceivable that these factors will impact the valuation of buildings.

No Presentation Materials Provided.

Track:Developers

Speakers:

David McIlhatton, Ph.D.
David Chapman, Ph.D.
Crowdfunding (as created by the JOBS Act)

Crowdfunding (as created by the JOBS Act)

In 2010, the Dodd-Frank transformed the US financial markets. By 2012 it was recognized that there needed to be some relief for equity capital and the “Jumpstart our Business Startups” (or JOBS Act, HR 3606) was passed and signed into law. The state purpose of the JOBS Act was: To Increase American Job Creation and Economic Growth by Improving Access to Capital Markets by Emerging Growth Companies. The concept of Crowd Funding was also introduced, and the SEC was charged with promulgating rules for the JOBS Act implementation. Among other things, we will be discussing rules for Crowdfunding that were published in February 2016.

Presentation Materials

Track:Investor

Speakers:

Ashley Smith
Tim Strange

Overview of Form-Based Zoning Codes

Oklahoma City Planning Department is at the beginning of the process to review their Zoning Code, Sub-development Regulations, and Sign Code. One of the issues is that their long-term OKCPlan (finalized a few years ago) was developed around Form-Based concepts, while other parts of the code are more traditional. The goal of the review is to coordinate the OKCPlan more closely with the zoning codes, and reduce the need for the number of PUDs & S-PUDs that are currently being submitted to the OKC Planning Commission. Specifically, the application of Form-Based zoning codes will be considered for redevelopment areas.

In 2015 Mr. Day co-authored the Yukon Urban Gateway SmartCode, the first form-based code to be implemented in the Oklahoma City Metropolitan Area. He will provide a brief overview of Form-Based codes.

Where conventional zoning regulations based on separating uses into residential, office, commercial, and industrial categories, a form-based code addresses the relationships between building facades and the public realms the form and mass of buildings in relation to one another, and the scale and types of streets and blocks. Where form-based codes have been implemented (ex. Cincinnati) they have seen a more predictable use of the zoning codes and far less PUD and S-PUDS when trying to repurpose properties into a Live, Work and Play environment.

No Presentation Materials Provided.

Track:Real Estate

Speakers:

Sam Day

General Session: 3:00 PM - 4:00 PM (1 CE)

Current Pivot Points: Describing the Past and Impacting the Future of the Development/Real Estate Industry

At the Closing General Session, Blair Humphreys will moderate a discussion with the four category winners of the Pivot Award ™ (Architect, Developer, Finance, Real Estate Licensee) who have made pivotal contributions to the real estate industry during the past year (2016).

Nominees in each category were made by those professionals who registered early for the Summit, with the winners selected by the Board of Directors of the Commercial Real Estate Summit ™

Architecture


Wade Scaramucci
Associate Director:
Allford Hall
Monaghan Morris
London & OKC
www.ahmm.co.uk/Wade-Scaramucci

Development


Gary Brooks
Co-Developer
First National Center
Oklahoma City
"http://www.cornerstone
delivers.com/news.aspx"

Financing


Paul Lienhard
Senior Vice President
MidFirst Bank
Oklahoma City

Real Estate Brokerage

Stuart Graham
First Vice President
CBRE
Oklahoma City
"http://www.cbre.us/o/oklahomacity/people
/stuartgraham/Pages/overview.aspx"

:

Moderator:

Blair Humphreys