MAY 6
The Theater

Main stage keynotes & industry panels

8:00 – 9:00 AM
Coffee & Networking
9:00 – 9:10 AM
Opening Remarks — Anthony Kazazis, Director, SE Real Estate Expo
9:10 – 9:25 AM
Keynote #1 — TBA
9:30 – 9:45 AM
Keynote #2 — TBA
9:50 – 10:40 AM
The Economic Outlook for the Southeastern US — The Counselors of Real Estate's Economic Advisory Council breaks down monetary policy, capital flows, AI's impact, and what it all means for commercial property. Moderated by John Baczewski, CRE®.
10:50 – 11:40 AM
Market Outlook & Economic Trends — Performance across industrial, office, retail & multifamily. Interest rates, cap rates, and how SC, NC & GA compare.
11:50 – 12:40 PM
Regional Collaboration: Growth Corridors Across SC, NC & GA — Cross-state development initiatives, infrastructure planning, and investment incentives. Featuring Dept. of Commerce reps from each state.
12:50 – 1:40 PM
Commercial & Mixed-Use Trends in the Southeast — Brokers, investors & developers discuss what's shaping deals right now.
1:50 – 2:50 PM
Panel — TBA
2:55 – 4:00 PM
Dre Medici: Growth & Marketing — Transformed 10K+ businesses & personal brands over 8 years.
MAY 7
The Forum

Lending deep-dives for mortgage pros & investors

9:30 – 9:45 AM
Welcome Address — Michael Boggiano
9:45 – 10:45 AM
SBA Lending Practice — How 7(a) and 504 loans get underwritten, structured & approved. Cash flow expectations, eligibility nuances, and what delays deals.
10:55 – 11:50 AM
Investor Residential Finance — DSCR, fix & flip, construction, BTR, and SFR portfolio lending. Matching the right capital to the right deal.
12:00 – 12:55 PM
Small Balance Commercial Financing — Underwriting retail, mixed-use, office & light industrial. How credit decisions differ from residential and large-balance lending.
1:05 – 2:00 PM
Small Balance Multifamily Lending — Workforce housing, value-add, rent growth, insurance pressures, and agency vs non-agency execution.
2:10 – 3:00 PM
The Commercial Lending Panel — How lenders evaluate risk, structure loans, and move deals from origination to credit committee.
3:10 – 4:00 PM
Tapping the 55+ Buyer Market — Nearly half of 2025 homebuyers were 55+. Financing strategies and marketing tips for this growing demographic.
MAY 8
The Gather
9:00 – 10:00 AM
The HECM for Purchase Loan(1 Hr CE Credit) — A retirement financing strategy that increases purchasing power. Instructors: Genie McGee & Derek Helms
More sessions to follow