2019 Charlotte Investment Forecast

Mr. Liker joined Oaktree in 2008. He is a managing director and co-portfolio manager of Oaktree’s Real Estate Opportunities strategy and leads the Real Estate team in New York. Mr. Liker has investment experience across all major real estate asset types with a particular focus on Oaktree’s investment activities in the Southeastern and Midwestern regions of the United States. He also oversees the group’s focus in corporate real estate-related platforms and companies. Prior to joining Oaktree, Mr. Liker was an executive director with J.P. Morgan Securities’ Real Estate, Lodging & Gaming Investment Banking group in New York and London. Prior to joining J.P. Morgan, he spent four years at ABN AMRO in Chicago and Singapore. Mr. Liker received a B.S. degree in business administration from the John M. Olin School of Business at Washington University and an M.B.A. from the Tuck School of Business at Dartmouth. Mr. Liker is currently a member of the M.B.A. Advisory Board at the Tuck School of Business.

Walker is Managing Partner at Trinity Capital and Foundation. He’s led the acquisition of several billion dollars of new investment of real estate assets across office, industrial, life science and mixed-use asset classes in competitive markets across the country, with a special emphasis on the Southeast, including Charlotte, Raleigh-Durham, Charleston, and Nashville. Walker develops and oversees Trinity Capital’s investment thesis and joint-venture equity partnerships with respected institutional owners including Starwood Capital, Goldman Sachs, and Barings, while managing the firm’s growing investment portfolio across the southeastern United States. Walker has proven experience in capitalizing on off-market investment opportunities, exemplified by the $1.1 billion,6.9 million square-foot, 63-asset office portfolio acquisition across four states (the Duke Real Estate portfolio). Prior to joining Trinity Capital in 2008, he worked in acquisitions for BayNorth Capital in Boston. He earned a master’s degree in real estate development from MIT and an undergraduate degree from the University of North Carolina at Chapel Hill. Walker is actively engaged in the community through various nonprofits in Charlotte, is a member of Christ Church in Charlotte and keeps busy supporting his daughters’ various extracurricular activities.

Erik is a co-founder of White Point Partners with over 15 years of real estate experience. He focuses on asset management, underwriting, equity and debt structuring, and investor relations. Erik previously served as SVP of Finance for a publicly-traded student housing REIT where he was responsible for capital markets strategies, underwriting, asset management, and managing the joint venture and investor relations programs. Prior to his tenure at the REIT, he worked in J.P. Morgan’s Real Estate & Lodging Investment Banking Group where he advised clients on M&A transactions and raised over $6.5 billion of debt and equity capital. Erik began his career at Wells Fargo, where he provided large real estate firms with acquisition and development financing. Erik received a Master of Business Administration from The University of Texas at Austin and Bachelor of Science in Business Administration from The University of North Carolina at Chapel Hill. He is a member of the Urban Land Institute and serves on the Advisory Board of the McCombs School of Business Real Estate Investment Fund at The University of Texas at Austin.

Sagar Rathie joined Crescent Communities in 2016 and currently serves as Managing Director for the Commercial division. He leads all aspects of the Company’s office acquisitions and developments throughout the Southeast and Southwest, with an active investment and pipeline development portfolio totaling 2.5 million SF and representing $1.3 billion in capital deployed. Sagar is responsible for sourcing, entitling, designing, financing, and executing on new and value-add office and mixed-use developments across the Carolinas, Georgia, Tennessee, Central Florida, Texas and Arizona. Sagar has extensive capital markets experience, having collectively raised nearly $4.0 billion in third party equity and debt throughout his career. Previously, he was Crescent Communities' Director of Corporate Finance and Investor Relations, where he played an integral role in the company’s financial forecasting and planning efforts, assisted with the investment committee process, and led numerous strategic initiatives for the company. Prior to Crescent Communities, Sagar was an Investment Banking Senior Associate with Piper Sandler, and a Manager at GlaxoSmithKline. He currently serves on the Board of Trustees for Discovery Place, active with ULI as a member of the Capital Markets Committee, is a Development Leaders National Forum invitee with NAIOP, a recent graduation of Leadership Charlotte, and heavily involved with the community. Sagar received his Master’s in Business Administration from the University of North Carolina at Chapel Hill, Master’s in Engineering from Duke University, and Bachelor of Science in Biomedical Engineering also from the University of North Carolina at Chapel Hill.

As Director of Analytics for Costar, Paul oversees creating compelling data and analysis to enhance the visibility and understanding of the Dallas-Ft. Worth market. He analyzes corporate real estate trends and market dynamics, leveraging that knowledge proactively for thought leadership content, strategy, business development efforts, and client decision making. He has an extensive background previously serving as Director of Research of the Carolina for JLL, Economics Account Executive for IMPLAN, Director of Research for the Charlotte Chamber, Independent Economist, Adjunct Professor of Applied Economics at the University of North Texas, and Director of Research for the Dallas Regional Chamber. As the Founder Hendershot Economics, Paul had the opportunity to define the Life Sciences industry for BIOCOM, amongst other projects in the Greater San Diego region, with research being highlighted in the Wall Street Journal, San Diego Union Tribune, and NPR. In addition to Paul’s research experience, he served in the US Air Force as a communications specialist, where he held a top secret security clearance. He worked in Presidential Communications while stationed in D.C at Andrews AFB and also served at RAF Croughton, England for three years. He also volunteered to take part in Operations Joint Endeavor (IFOR) in Bosnia. While in the Air Force, Paul attended the University of Maryland and studied Sociology at the University of North Texas, receiving his B.A., graduating cum laude. He soon began his graduate work in Applied Economics at the University of North Texas, receiving his M.S in 2006. Outside of work, Paul is an avid aviator, enjoys traveling, and reading.