Agenda

Explore the agenda, choose the sessions that interest you most, and map out your perfect day!

The Theater Room
May 6
8:00 am
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9:00 am
The Theater
Coffee & Networking
Main stage keynotes & industry panels.
9:00 am
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9:10 am
The Theater
Kicking off The 2nd Annual Southeast Real Estate Expo
Anthony Kazazis Director of the Southeast Real Estate Expo & NYC Real Estate Expo.
9:10 am
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10:10 am
The Theater
The Economic Outlook for the Southeastern US
The Counselors of Real Estate's Economic Advisory Council presents a provocative presentation of high-level thought leadership and street-level intelligence from select members of its esteemed group of American and European advisers. The Counselor organization's Global Chair, John Baczewski, CRE®, will moderate. The panel will offer a 360-degree analysis and compelling interpretation of monetary policy, fiscal policy and deregulation, the differentiation across real estate asset classes, and the evolving real-time impact of AI. How is convergence of it all influencing investor sentiment, capital flows, and commercial property performance?
10:15 am
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11:15 am
The Theater
Regional Collaboration: Growth Corridors Across SC, NC & GA
Why this matters: Developers who understand cross-state synergies can better allocate capital. Sample subtopics: • Interstate economic development initiatives • Coordinated infrastructure planning • Investment climates and incentive comparisons • Hear from Department of Commerce and Economic Development representatives from each state.
11:20 am
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12:20 pm
The Theater
Market Trends Shaping Commercial/Mixed Use Real Estate Across the Southeast
Commercial Real Estate Brokers, Investors, and Real Estate Developers with mixed-use projects in the Southeast.
12:25 pm
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1:10 pm
1:15 pm
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2:15 pm
The Theater
Market Outlook & Economic Trends in the Southeast
Why this matters: CRE demand, cap rates, and valuations in 2026 are shaped by broader economic conditions. Sample subtopics: • Performance of industrial, office, retail, and multifamily sectors • Regional vs national investment trends • Interest rate impacts and capital availability • How South Carolina, North Carolina, and Georgia compare.
The Gather Room
May 6
9:00 am
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10:00 am
The Gather
CE Course: The HECM for Purchase Loan (1 Hour Continuing Education Credit)
A retirement financing strategy that increases purchasing power. Instructors: Genie McGee & Derek Helms.
10:05 am
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10:25 am
The Gather
UAV's - From Marketing to Construction
A Talk on many uses of UAV's from Marketing Materials through Design and into Construction Documentation.
10:30 am
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10:50 am
The Gather
Turn Your Listings Into More Transactions: The Net Leased SFR Opportunity for Real Estate Agents
Discover how agents can help clients complete powerful 1031 exchanges while earning commissions on both the sale and the replacement property. Learn how CapFree Xchange's single-tenant net-leased SFR investments create a simple, passive solution for investors while giving agents the ability to earn 6-9% total commissions and close more deals.
10:55 am
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11:15 am
The Gather
The CE Shop's Partner Program
Clear the path to your agents' success with The CE Shop's Partner Program. Appeal to top agents by providing them with training and education. Partnering with The CE Shop gives your agents a trusted, vetted online education provider.
11:20 am
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11:40 am
The Gather
The Short Sale Process
Learn everything you need to know about Short Sales & why Realtors LOVE us.
12:10 pm
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12:30 pm
The Gather
Unlocking Potential: Transforming Greenville's Real Estate Market with Social Media
In the competitive world of Real estate, standing out is crucial. Harness the dynamic power of social media video to captivate audiences, showcase properties and seal the deal.
12:35 pm
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12:55 pm
The Gather
Clicks To Clients: Expanding Your Brand Through Social Media
Leverage the dynamic capabilities of social media video to engage your audience and close the sale.
1:00 pm
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1:20 pm
The Gather
What if Your Website & CRM Didn't Suck?
Discover a smarter way to show up online and take back control of your brand, leads, and client journey in the age of AI.
1:25 pm
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1:45 pm
The Gather
TBA
1:50 pm
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2:15 pm
The Gather
Build Clients for Life with the Power of 1031 Exchanges
Learn how to use 1031 exchanges to grow your business, help investors solve problems, create opportunities, and build wealth.
2:50 pm
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3:10 pm
The Gather
Built, Not Bought
Off-the-shelf works. Until your business doesn't fit the shelf.
3:15 pm
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3:35 pm
The Gather
Most Common Appraisal Questions That are ASKED
Learn how to use 1031 exchanges to grow your business, help investors solve problems, create opportunities, and build wealth.
3:40 pm
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4:00 pm
The Gather
TBA
The Forum Room
May 6
9:30 am
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9:45 am
The Forum
Kick Off — Welcome Address From Michael Boggiano
Lending deep-dives for mortgage pros & investors.
9:45 am
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10:45 am
The Forum
DSCR, Fix and Flip, BTR and SFR Portfolio
A practical discussion on investor-driven lending, including DSCR, fix and flip, build-to-rent, and SFR portfolio financing. The panel will focus on how lenders evaluate cash flow, borrower experience, leverage, and exit strategy, and what drives execution in today's market.
10:55 am
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11:50 am
The Forum
SBA Lending in Practice
An applied look at SBA 7(a) and 504 lending, including borrower eligibility, business cash flow analysis, franchise considerations, and how deals move from application to approval. The discussion will focus on real underwriting expectations and common reasons transactions stall.
12:00 pm
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12:55 pm
The Forum
Small Balance Commercial Financing
A discussion focused on financing income-producing properties such as retail, mixed-use, office and small multifamily. Topics include NOI analysis, tenant quality, lease structures and how lenders evaluate sponsorship and property performance to determine loan proceeds and terms - plus how investors are leveraging 1031 exchanges in today's current lending environment.
1:05 pm
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2:00 pm
The Forum
Bridge and Construction Financing
An overview of bridge and construction lending, including ground-up development, value-add repositioning, and transitional assets. The panel will cover risk assessment, cost overruns, lease-up assumptions, and how lenders structure deals around uncertain exit timelines.
2:10 pm
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3:00 pm
The Forum
The Commercial Lending Panel - What's Working, What's Changing and How Deals Actually Get Approved
A candid discussion with lenders on current market conditions, including credit tightening, pricing trends, and shifting risk tolerance. The panel will focus on how deals are evaluated internally, what gets approved, what gets resized, and what gets declined in today's environment.
3:10 pm
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3:30 pm
The Forum
Tapping the 55+ Buyer Market: Using Unique Strategies to Reach 46% of Homebuyers
In 2025, nearly half of American homebuyers were over the age of 55. Learn financing strategies designed for this community, and marketing tips to make sure you aren't missing out on this growing demographic.
The Assembly Room
May 6
10:15 am
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11:15 am
11:20 am
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12:20 pm
Sponsored Event
May 7
10:00 am
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1:00 pm
Donuts, Deals & Deferred Taxes. Sponsored by: 1031 CORP.
Join Marissa Locasico, CES® and Emily McDonnell of 1031 CORP. for a sweet way to learn about the benefits of a 1031 exchange. Come enjoy complimentary coffee & donuts, while we share more about this powerful tax-deferring strategy and the 1031 CORP. Advantage.