Plan to join us on Tuesday, March 13 in Oakland for a timely update on commercial real estate finance.  Some questions to be addressed:

• Where are interest rates heading and how will it impact the commercial real estate market?
• Are the new tax laws changing investment strategies?
• Are you seeing any changes in the types of loans you write?
• Can you share some case studies of particularly challenging loans that have universal lessons.
• What can brokers do to make the financing process go smoother?
• Do you recommend refinancing to a longer term loan?
• Do you see cash buyers financing after the sale or are they keeping their cash in the deal?

The Panel
Moderator Aziz Khatri, CCIM
Broker
KW Commercial – Oakland

Johanna Mayumi Traynor
Senior Underwriter
Lone Oak Fund

Johanna joined Lone Oak Fund in 2008 and is the company’s senior underwriter and head of the origination department. In addition to having underwritten close to $1 Billion in first trust deeds, Johanna directs the department’s business operations and has spearheaded the development of Lone Oak Fund’s proprietary origination software.

Jim O’Dea
Broker Associate
Redwood Mortgage

Jim has been with Redwood for 15 years and has been in commercial real estate over 40 years.  He entered real estate in the mid 70’s at Kaiser Aetna developing business parks.  In the 80’s, he was a Senior VP at Harbor Bay in Alameda, responsible for all operations and the 300-acre business park.  In the mid 90’s, he started an 8-year stint as the Director of Real Estate for Heald Colleges, closing over $150 million in transactions, including a $28 million sale-leaseback.  For Redwood Mortgage, he has closed over $200 million in loans.

Donald Herbert, CCIM
Broker-Owner, Underwriter
Private Funding Solutions, Inc.

A CCIM since 1987, Don’s extensive experience in residential sales, commercial and investment sales/leasing/exchanges, title insurance practice and procedure, and privately funded loan originations uniquely positions him to provide the highest level of service to the commercial and investment brokerage community.  Don serves on the Board of Directors of the California Mortgage Association, a trade association for lenders of privately funded loans. Don is a past president of NCalCCIM.

Jack Catton
U.S. Bank

Jack Catton has been with US Bank for 34 years and currently serves as Vice President and Business Banking District Sales Manager.  He received a work/college scholarship from US Bank and while attending Willamette University for a BA in Business Economics, he trained in all the consumer and commercial banking functions at US Bank. Jack has held 13 positions with the bank during that time in Oregon, Washington and California.  Jack serves on the Working Solutions loan committee and just completed a 10 term as board member and past president of Diablo Ballet for which he received the 2017 Contra Costa Arts and Culture Commission recognition award.