Atlanta 2020 Forecast

Greg Winchester is the Founder and CEO of Summit Investors, LLC in Milton, Georgia, an alternative advisory and investment firm. The firm specializes in commercial and residential real estate investments in both North America and Europe. The firm also invests in private operating companies, and provides advisory and consulting services. Mr. Winchester was the Co-Owner and Co-CEO of Trimont Real Estate Advisors, Inc. in Atlanta, Georgia until 2016. He has over 40 years in the banking and commercial real estate lending / investment industry and he has been involved in the portfolio management of over $225 billion in loans and real estate investments during his career. Prior to Trimont, he was an Executive Vice President of Lomas and Nettleton in Dallas, Texas and was with the First National Bank of Atlanta. Mr. Winchester is currently a member of the Real Estate Roundtable, the Auburn University Master of Real Estate Development Advisory Board, and the Atlanta Federal Reserve Bank – ULI Capital Markets Committee. He serves an Adjunct Professor at Auburn University Master of Real Estate Development Program and is the Co-Founder of the University’s CityBuilders Program. He is also a member of the Anglo American Real Property Institute. He has previously served on the Board of Governors of the Commercial Real Estate Finance Committee (CREFC), and was a former member of various other industry associations in North America and Europe. Mr. Winchester has been involved throughout his career in a number of non-profit leadership positions. Currently he serves as the Vice-Chairman of the Appalachian Trail Conservancy, a Board Member of the TriStar Community Investment Fund, and as the Atlanta City Leader for Generous Giving.

Greg has successfully led Peachtree in more than $8.5 billion in hotel acquisitions, investments, and development since co-founding the company in 2007. Greg has more than 23 years of hospitality experience with an emphasis on deal-structuring and financing. He was formerly Senior Vice President of Business Development for Specialty Finance Group, originating more than $2.0 billion of hotel debt. Greg is a graduate of the University of Texas at Austin and is a board member of the American Hotel & Lodging Association. He also serves on the real estate fund advisory board for the Texas McCombs School of Business at the University of Texas at Austin, and he is a member of the Real Estate Roundtable, a nonprofit public policy organization based in Washington, D.C., that represents the interests of real estate.

Max joined Cortland in 2019 and is Vice President of Investments and Capital Markets. Prior to joining Cortland, Max was a Senior Investment Manager in the real estate and infrastructure division at ADIA - a leading Sovereign Wealth Fund with over $800 billion in assets. During his 5 years at ADIA he focused on acquisitions across all property sectors in the Asia Pacific region. Prior to ADIA, Max spent 4 years at Century Bridge Capital, a real estate private equity firm focused on residential investments in China. Max has worked on over $4 billion in equity and debt investments since 2008. Max holds a BA from Cornell University and an MBA from Harvard Business School.

Jeffrey Graham entered the Property Tax Consulting industry with The Stallings Group in 2008 as a Consultant. He aided in the growth of The Stallings Group’s residential property tax appeal portfolio, and worked closely with the Stallings Group team to build his knowledge base in the commercial property side of the industry. Commercial property tax appeals became the focus, and Jeffrey Graham managed accounts for reputable clients such as Hines, Cbre, and Colliers. In 2012 The Stallings Group was sold to Paradigm Tax Group, at which point Jeffrey Graham was offered a position specializing in Commercial property tax appeals around the Southeast. After two years received a promotion to the level of Managing Consultant, which focused on the larger accounts with national portfolios of property. In that position he was involved with client management, new client sales, team building, strategic planning for the Southeast office. Jeffrey Graham consistently led the Southeast office in new clients sales, and learned a great deal about the marketing side of the industry. In 2016 Jeffrey Graham along with Bill Graham formed The Graham Group, which is a southeastern based property tax consulting firm. Jeffrey Graham has taken the roll of managing partner; along with managing client’s partners with Bill in the Growth of the client base, team, and reputation of The Graham Group. Jeffrey Graham and The Graham Group represent clients with Office, retail, Multi-family, Hotel, and Industrial portfolios. Jeffrey Represents clients with portfolios ranging from a single property to well over a hundred. Jeffrey specializes in property valuation thru multiple valuation methods such as Income analysis, comparable property analysis, Sales analysis, and cost of development analysis. Jeffrey has achieved many property value reductions over the years, and worked to partner with property owners and managers to ensure their property tax burdens reduced to favorable levels. One specific property reduction success story involves a Midtown Atlanta trophy office tower; the Fair Market Value of the property was lowered nearly 60 million dollars, which resulted in a tax savings of roughly 1.1 Million dollars. Jeffrey Graham is driven to see The Graham Group grow and build long lasting client relationships. He strives to be an active partner with taxing jurisdictions around the southeast, and continue to build his knowledge base of local legislation and tax laws.

Mark served as the Managing Director of Investments with Inland America's student housing affiliate and delivered 4,400+ beds ranging from wrap wood frame projects to a 20-story mixed-use urban development. Prior to that, Mark spent 11 years in the extended-stay hotel business and developed 22 projects in markets across the Southeast for an affiliate of Security Capital Group. Mark earned his MBA at Emory University, and his BS in Mathematics & Economics from Wake Forest University. In his spare time, Mark enjoys running, playing golf, and spending time with his wife & two sons.

George Wells serves as Executive Vice-President of our Southeastern Region. As such, he oversees all acquisition and development opportunities, as well as leasing and property management activity for twelve Class A office buildings totaling almost 4 million square feet located in Atlanta and Orlando. Mr. Wells has over 30 years of commercial real estate experience including approximately twelve years of service with Piedmont and its former advisor, Wells Real Estate Funds (“WREF”). Prior to joining WREF, Mr. Wells experience included tenures with Lend Lease Real Estate Investments and Equitable Real Estate. Mr. Wells is a member of the National Association of Industrial & Office Properties (NAIOP) and REAIC.

Jarel Portman founded JPX Works, LLC in 2011 to focus on urban in-fill development and redevelopment opportunities. Prior to JPX Works, Mr. Portman’s real estate career was focused in the areas of hospitality and mixed-use development. Mr. Portman spent 25 years in the Portman family businesses, where he participated on professional teams responsible for the following major projects:  $185 million debt/equity recapitalization of the 750-room Westin Charlotte in Charlotte, NC;  $175 million redevelopment of the historic Jin Ye Li town house district in Shanghai, China. Originally constructed in 1929/1930 in the "Shikumen" style (a blend of French and Chinese architectural elements); the project includes 63 hotel units, 54 strata title residences and 40,000 square feet of street-front retail;  $25 billion joint venture development in lncheon, South Korea to be developed on 1,500 acres of urban landfill. Portman Holdings' venture partners in this project include Samsung Corporation, Hyundai and a public sector entity, the International Free Economic Zone ("IFEZ');  The 5ongdo Landmark City project envisions office, hospitality, residential and retail uses within a pair of linked 151 story towers;  Branding, public relations, marketing and web presence leadership for various enterprises under the Portman Companies umbrella (www.portmancompanies.com). Mr. Portman earned a bachelor's degree in hotel management at Florida International University in 1986.

Clark Dean helps directs Transwestern’s Occupier Solutions business and is the founder of the company’s Transaction Sciences platform, which operates across service lines. Clark is a member of Transwestern’s Board of Directors and its National Occupier Solutions Steering Committee. He also helps lead the company’s global partnerships with BNP Paribas Real Estate and Devencore. CAREER HIGHLIGHTS With a background in biomedical engineering, management consulting, and financial structuring, Clark is known for being a disruptive innovator in the brokerage industry. His Transaction Sciences practice combines robust brokerage capabilities with behavioral science, organizational science, and decision science to deliver real estate solutions that optimize culture, function, and economics for occupiers and investors. Prior to joining Transwestern, Clark was a founding principal of Studley’s Corporate Services Group where he spent over a decade working on some of the firm’s largest and most complex assignments. Before that, Clark was a management consultant and later chief operating officer for a management consulting firm specializing in strategic and operational consulting for insurance and financial service companies. He began his real estate career with Studley as a financial analyst in Washington, DC.

Steve LaMontagne is a Partner at Moore Colson and leads the firm’s Real Estate Practice. Steve has extensive experience in all sectors of the real estate, construction and hospitality industries, including fund managers and advisors, registered investment advisors (RIAs), REITs, developers, institutional investment vehicles, operating properties, and syndication of private and public partnerships. During his 35+ years of experience in the real estate industry, several years were spent in capital markets working exclusively on real estate transactions. In his role as leader of the Moore Colson Real Estate Practice, he works with a variety of real estate clients. His expertise includes real estate investing, accounting, financial reporting, and auditing matters. Prior to joining Moore Colson, Steve was an Assurance Partner and leader of the Southeast Real Estate Practice with the international accounting firm of KPMG, LLP. Steve worked with KPMG, LLP since 1983 as a CPA. Steve became the leader of KPMG’s Atlanta real estate practice in 1997 and shortly thereafter became the Director of the Real Estate Practice for the entire southeastern United States. He also served on several National Committees utilizing his expertise in the area of real estate finance including leasing, mergers and acquisitions, financings, public offerings and sales of real estate.