{Details TBD}

Tuesday, April 9 · 12:00 to 1:00pm

Vance Hall, Room 406

Steven Montague is the Managing Director of J. Safra Real Estate, the real estate investing arm for the Family of Joseph Safra. His responsibilities include the acquisition, management and development of global real estate. Under Steven, JSRE has acquired and manages a portfolio valued over 2.5 billion dollars. Comprising of over 1 million square feet located in major cities around the world.

Steven has worked for the Safra Family for over 24 years and has been involved in many different aspects of their businesses. Previous to his current position he was a loan/account officer at Safra National Bank of New York. He now sits on the credit committee for the bank as a consultant.

Steven’s philanthropic endeavors include various charitable organizations globally.

Steven is a Graduate of the Wharton School of Business class of 1997. At Wharton he earned a BBA in Management and Legal Studies.

The Eric and Beth Schlager Lecture Series Featuring James Cohen, Chief Executive Officer & Chairman, Hudson Capital Properties LLC

Thursday, April 4, 6 to 7 pm

Sign up through Zell/Lurie Website: https://realestate.wharton.upenn.edu/events/the-eric-and-beth-schlager-lecture-series-featuring-james-cohen-chief-executive-officer-chairman-hudson-capital-properties-llc/

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James Cohen is Chairman and CEO of Hudson Capital Properties, a multi-platform real estate development company with multi-family and industrial properties located throughout the Southeastern U.S.

He is also President and Chief Executive Officer of Hudson News Distributors LLC, a 3rd generation legacy magazine and book distributor serving retail outlets throughout the Eastern U.S.

James is also the founder of Hudson News Retail, which grew into the largest operator of airport news and convenience stores throughout the U.S. Today, Hudson is part of Dufry AG, (recently renamed AVOLTA) the industry’s largest international duty-free retailer, with over 1,000 Hudson News stores throughout the world. James is a major shareholder of Dufry and has served on Dufry’s Board of Directors.

James graduated from Wharton in 1980, has served on Penn’s Athletics Board of Overseers, and is currently a member of Wharton’s Zell/Lurie Real Estate Center.

Join the TPG Real Estate Private Equity team to learn more about their full-time analyst program and network with members of the group. The info session will be held Thursday April 4th from 6-7pm in-person in JMHH 345 and via zoom. 

TPG is a leading global alternative asset management firm founded in San Francisco in 1992 with $212 billion of assets under management and investment and operational teams in 12 offices globally. Established in 2009, TPG Real Estate Partners (TREP) is TPG’s dedicated real estate equity investment platform.

Register Here: https://groups.wharton.upenn.edu/WUREC/rsvp_boot?id=117898

Tuesday, April 2 · 12:00 to 1:00pm

Vance Hall, Room 406

Sign up through the Zell/Lurie Center

Tony Dona is an Executive Director and co-leads the Greystar-Thackeray business along with Greystar’s commercial real estate business which currently include industrial warehouses and life sciences. He also serves on both the Greystar Advisory Board and Executive Committee. He is based in Dallas, Texas.

Before joining Greystar in 2021, Tony was Co-CEO and co-founder of Thackeray Partners, a diversified private real estate company based in Dallas. Since its inception in 2005, Thackeray sponsored five private equity funds where Tony was responsible for overall strategy, partner communications, deal sourcing, asset management and fund administration.

Prior to founding Thackeray Partners in 2005, he served as the Chief Executive Officer of Crow Holdings, which included oversight of both Crow’s real estate business and its diversified investments. Tony was with Trammell Crow Company, Crow Holdings, and other Crow-affiliated entities for almost twenty years.

He is on the Board of the Real Estate Center at Southern Methodist University, a member of the Advisory Council of the University of Texas Real Estate Center, and a Research Sponsor for the Zell Lurie Center at Wharton. He is also on the Advisory Board of the Dallas Real Estate Council and a member of The Salesmanship Club of Dallas.

A graduate of Southern Methodist University, Anthony also received a Master’s in Business Administration from Harvard Business School.

{Details TBD}

Wharton Real Estate Department Course Overview

March 21, Thursday, 6 - 7:30 pm

More details to follow through Listserv

Join the Penn Law Real Estate Law Club on Thursday, March 21st at 12PM for an exclusive conversation with Rory Mouat, Managing Director on the Real Estate Legal team at Blackstone. Mr. Mouat plays a crucial role in structuring and managing new and existing investments within Blackstone’s real estate portfolio in the Americas. Prior to his current role, Mr. Mouat was an Associate at Gibson Dunn & Crutcher LLP, where he practiced in the real estate group, focusing on joint ventures, acquisitions, dispositions, leasing, and financings for both borrowers and lenders. This event offers a unique opportunity to gain insights into the legal aspects of real estate investment from an industry expert.

The event will be held at the Law School located at 3501 Sansom Street. Please present your Penn ID to security when entering the building. 

Lunch will be provided

Location: Carey Law School — Silverman 245 A

Sign up here: https://docs.google.com/forms/d/1Hkh7VXzmkKLwXqu0T66CSv-o1LaPmyMXl02E-mjXf7I/viewform?edit_requested=true

Tuesday, March 19 · 12:00 to 1:00pm

Vance Hall, Room 406

Sign up through the Zell/Lurie Center

As Chief Executive Officer and Chief Investment Officer of CenterSquare Investment Management, Todd Briddell brings three decades of real asset experience and vision to direct the firm’s global strategy, with a sharp focus on growth, performance and corporate values.

Upon joining CenterSquare in 1993, Mr. Briddell founded the firm’s listed real estate securities group and served as a driver of both the public and private investment platforms, holding numerous leadership positions across the firm. He became Chief Executive and Chief Investment Officer in 2012 and in 2018 headed the firm’s successful management buyout from BNY Mellon. Mr. Briddell currently maintains oversight responsibility for all of CenterSquare's real asset investment advisory services including listed real estate, private equity real estate and private real estate debt across the United States, Europe and Asia. He also chairs the firm's Management Committee and CenterSquare's Private Real Estate Investment Committee.

Mr. Briddell holds a B.S. in Economics from the Wharton School of Business at the University of Pennsylvania with concentrations in Finance and Real Estate. He is a member of NAREIT, the CFA Institute/Society of Philadelphia and PREA, where he was Co-Chair of the Green Building Committee. He is a Research Sponsor and sits on the Executive Committee of Zell/Lurie Real Estate Center Advisory Board at the Wharton School.

Wednesday, March 13 · 12:00 to 1:00pm

Vance Hall, Room 406

Sign up through the Zell/Lurie Center

Jay A. Neveloff advises a broad range of clients involved with the development, ownership and financing of real estate projects, including high-profile mixed-use, commercial, retail, and residential projects in New York City and throughout the country. A nationally recognized transactional lawyer, Jay represents institutional and private equity funds, as well as other investors, in joint ventures, in the acquisition and sale of property, including portfolios of properties, and in connection with a broad variety of developments. He also represents major international funds and financial institutions in commercial lending transactions, loan restructurings and workouts.

Jay’s most notable transactions include high-profile projects in New York City, such as the Waldorf Astoria, representing the owner in several aspects; Disney-ABC, representing the company in the sale of its primary New York City campus and in the relocation of its New York headquarters to a 1.2-million-square-foot complex with office and studio space being developed in Tribeca; CIM in the development of 432 Park Avenue, multiple parties involved in the development and financing of Central Park Tower; and Time Warner Center, representing Related-Apollo in the $1.7 billion development of the premier mixed-use complex in Columbus Circle. Jay represented Saint Vincent’s Catholic Medical Center in the sale of the main hospital campus; New York Life Insurance Co. in the sale of Manhattan House, a residential complex comprising an entire block on the Upper East Side of Manhattan; and the Ponte family in numerous Lower Manhattan transactions. He also led the sale of Stribling & Associates to Compass and the sale of The Sunshine Group to NRT Corcoran.

In another notable and unique project, Jay represents an owner of Broadway theaters in the sale involving a mixed-use building in Times Square, in which the seller retained ownership of the landmarked theater currently at street level. As part of the purchaser’s redevelopment of the property, the purchaser intends to lift the theater by up to 30 feet above its current location to allow for retail space at street level, and will renovate the theater for the seller.

Jay has played an integral role in advancing state and local legislative and policy changes on behalf of clients, including representing the owner of multiple large residential complexes and the owner and developer of major sports entertainment venues. He has had significant involvement in the adoption of federal and state legislation, including the adoption of amended Section 365(h) of the U.S. Bankruptcy Code (preserving the integrity of leasehold financings), the limitations enacted in 2016 regarding the Interstate Land Full Disclosure Act and other property-specific legislation, as well as New York State executive orders relating to the impact of the COVID-19 pandemic on real estate.

Jay regularly advises clients in the hotel and hospitality industry on the acquisition and development of properties, as well as on loan restructurings. He has been involved in several unique hospitality-related products for several clients, including the iconic Plaza Hotel and the St. Regis Hotel. He represented Starwood Hotels in the sale of several hotels including the Sheraton Manhattan and the retail portion of the St. Regis, and advised Korman Communities in the acquisition of the Smyth Hotel.

Jay also has deep experience in workouts and restructuring of properties in every asset class, including condominiums, hotels, commercial properties, hospitals and senior care facilities, in New York and other cities. Recently, he led a team of Litigation, Bankruptcy, Land Use and Real Estate lawyers in a financing, mezzanine foreclosure and bankruptcy involving a large development site near Sutton Place in Manhattan, and successfully defended the client against attempts to stop construction by rezoning the site. He has also advised both NYU-Langone Medical Center and Mount Sinai Hospital, as well as other not-for-profits and owners, in several leasehold condominium transactions.

On a national scale, Jay has facilitated the development of numerous regional and local shopping centers and other commercial projects throughout the country. He represented the owners of Starrett City, the largest federally subsidized housing complex in the United States, in a major capital transaction; represented the previous operator of Stuyvesant Town in a variety of matters; and guided the sale of a major casino hotel in Las Vegas on behalf of the owners. Recently, Jay led a multidisciplinary team representing Del Monte Foods in a $1.3 billion refinancing as well as in the $1.68 billion acquisition of that company.

According to a Chambers source, Jay “provides very effective representation and is very pleasant to work with. He has deep expertise in New York real estate markets and is very well connected” (Chambers USA 2021). He is described by market sources as “one of the best real estate lawyers in New York” and “a phenomenal and very, very creative attorney” (Chambers USA 2020). He’s been lauded by clients as “very well connected, really practical and incredibly responsive” (Chambers USA 2019), “one of our most trusted advisers” (Chambers USA 2018), and a “well respected” lawyer who “understands the scale” of the New York real estate landscape and “can eliminate problems” (Chambers USA 2014). He has been described as “a consummate real estate attorney” and “the dean of high-end, mixed-use condominium developments” (Chambers USA 2015). Clients appreciate that “he looks after his clients, is always available and responsive, and is very knowledgeable in the business” (Chambers USA 2017). He has been ranked in Tier 1 for Real Estate by Chambers every year for more than 15 years. Other observers say Jay is “a fantastic attorney” who is “very focused and detailed” (Legal 500 US 2015).

Tuesday, February 27 · 12:00 to 1:00pm

Vance Hall, Room 406

Sign up through the Zell/Lurie Center

Roy March is the chief executive officer of Eastdil Secured, L.L.C., the leading global real estate investment banking company.

He has more than 45 years of real estate experience at Eastdil Secured across financing, sales, acquisition, and capital markets activities in the United States, Europe, and East Asia.

Founded in 1967, Eastdil was the first real estate investment banking firm in the United States. For 20 years Eastdil Secured was a wholly owned subsidiary of Wells Fargo Bank, one of the largest financial service companies in the world and the largest commercial real estate lender in the U.S. On October 1, 2019 the firm privatized in a management led buyout with strategic long term institutional investors. The New York based firm annually transacts over $200 billion per year and has been involved in over $2.9 trillion in transactions from 2007.

Roy serves on various industry, corporate and community boards, is a Trustee and member of Global Board of the Urban Land Institute; past Chairman of the Advisory Board of the Samuel Zell and Robert Lurie Real Estate Center at The Wharton School at The University of Pennsylvania; Board of Directors of Real Estate Roundtable; formerly on the Board of Directors for Pension Real Estate Association (PREA). He was past president of the Friends of Malibu Urgent Care, served on the board of The Painted Turtle, a summer camp for children with chronic or life-threatening illnesses. He was on the Executive Campaign Committee for Union Rescue Mission in Los Angeles, an organization to end homelessness and serves the homeless population in Los Angeles, and is co-founder of March to the Top-Africa, serving the less fortunate in Africa focused on health, education and conservancy www.marchtothetop.com.

Prepare for the next stage in your real estate recruiting! Join us on Tuesday, February 20th, from 5-6 PM for WUREC's Recruiting Workshop #3: The Technical Interview. Now that you have your behaviorals down, it's time to delve into the technical side of the business. From understanding cap rates to tackling calculation questions, we'll guide you through frequently asked technical questions and equip you with the knowledge to ace your interview.

RSVP for the event here: https://cglink.me/2cz/r117513

Ballard Executive Luncheon with Jacob E. Reiter, President, Verde Capital Corp

Thursday, February 15 · 12:00 to 1:00pm

Vance Hall, Room 406

Sign up through the Zell/Lurie Center

Jacob E. Reiter, President, founded Verde Capital Corp. in 2011 and is responsible for strategic investor, operator and platform development,(investment strategies, technology and risk management.)

As the product of a fourth generation real estate family, Jake has several decades of experience developing capital solutions for real estate operators including developers, funds and REITs on a national basis. Jake brings a practical approach to providing equity and structuring debt for development projects, acquisitions and recapitalizations in all asset classes. With a unique and broad-based background in corporate and leveraged finance, public/private sector transactions, capital markets and strategic tax planning, Jake is able to facilitate maximum asset values and returns for operators and investors.

Jake is a Research Sponsor of the Zell/Lurie Center and Ballard Executive Speaker, a member of the National Multifamily Housing Council, an ICSC member and supports Verde's sponsorship of ULI. Jake also sits on the executive boards of Jewish Federation Real Estate, the Philadelphia Real Estate Council, and serves as Co-Chair of the Philadelphia Holocaust Remembrance Foundation.

Jake attended Washington University in St. Louis and Harvard University.

When: Thursday, February 1st, from 5 to 6 PM
Where: Virtual (Zoom)
Description: A key component of any real estate job interview is the behavioral questions. Join us on Thursday, February 1st from 5-6 PM as WUREC kicks off its Recruiting Workshop #2: The Behavioral Interview. We will be covering how to properly answer the most commonly asked questions, best practices, and strategies on how to overcome difficult situations. There will be an opportunity at the end of the session to receive feedback on already developed answers.

RSVP on Wharton Groups: https://cglink.me/2cz/r117352

When: Tuesday January 30th from 6:00 to 7:00 PM
Where: Virtual (Zoom)
Description: If you are interested in learning more about the recruitment process, internship program & potential future full-time opportunities, please register for the event via the link below by 1/26. Please refer to the flyer in the WUREC listserv for more information.
RSVP here

When: Tuesday, January 23rd from 6:00 to 7:00 PM
Where: Virtual (Zoom)
Description: Interested in recruiting for a job in Real Estate? Join us on Monday, December 11 for our first Recruiting Workshop where we will be discussing the various job opportunities, recruiting timeline, and best practices. We will have a panel of Juniors and Seniors who have successfully completed the recruiting process. Bring any questions and/or concerns as this will be very helpful for underclassmen interested in Real Estate IB and PE recruiting.
RSVP on Wharton Groups