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JW Marriott Marco Island

Marco Island, FL United States

September 2019

OC-1, “The Journey Begins” Understanding CAM Lease Language

September 16 @ 8:45 am - 10:15 am
JW Marriott Marco Island Marco Island, FL United States

This basic course is intended to help newer auditors become more comfortable doing CAM reconciliations and desktop audits, discussing the basic concepts involved and how to review them. This course is going to be the most beneficial for CAM auditors who are new to the field, with less than three years of experience. However, all auditors are welcome. The course will cover the basic components of a CAM reconciliation and the lease language related to them, how to calculate pro…

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CO-1, Understanding Operating Costs

September 16 @ 8:45 am - 10:15 am
JW Marriott Marco Island Marco Island, FL United States

A tenant’s base rent obligations are clearly outlined in the lease agreement, but what makes up those additional reimbursable costs referred to as operating expenses? This basic class will provide you with an understanding of the types of expenses, services, obligations, and events defined as an Operating Expense and will provide insight as to how these added expenses should be viewed given two key factors: different types of locations and different types of lease agreements. This course is an introduction…

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RE-3, AI Impact on Retail Operations NEW

September 16 @ 8:45 am - 10:15 am
JW Marriott Marco Island Marco Island, FL United States

Technological advances are reshaping how consumers behave, including where, when and how they shop. Leading retailers understand that they must utilize next-generation tools to take advantage of this disruption. Store Lifecycle Management solutions that leverage technologies like AI are helping firms successfully navigate the convergence of digital and physical retail. During this intermediate session, we will explore how these dynamic forces are influencing market optimization and sales forecasting, construction and value engineering, lease analytics (renewals, negotiations, CAM reconciliation), occupancy costs…

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LE-1, Basic Leasing Law Concepts

September 16 @ 8:45 am - 10:15 am
JW Marriott Marco Island Marco Island, FL United States

This basic presentation, geared towards non-lawyers as well as lawyers new to the profession, will explore both the legal concepts applicable to commercial leasing as well as a selection of lease provisions. Attendees will learn the practical implications of the legal concepts presented and the “moving pieces” that are typically negotiated by landlords and tenants in the selected lease provisions.

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LA-2, Writing Dispute & Response Letters

September 16 @ 8:45 am - 10:15 am
JW Marriott Marco Island Marco Island, FL United States

This intermediate letter-writing workshop will focus on drafting dispute and response letters that get results! We will critique actual letters between landlords and tenants, review “must have” inclusions as well as recommended exclusions. Attendees are encouraged to bring examples of their own Landlord letters to discuss during the session.

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REDG-1, Managing and Staffing a Real Estate Department

September 16 @ 8:45 am - 10:15 am
JW Marriott Marco Island Marco Island, FL United States

Idea Exchanges (formerly Discussion Groups) are limited to 25 people. Please bring your ideas and questions–each attendee is expected to participate.

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OCDG-4, Outsourcing Lease Administration–topics to consider

September 16 @ 8:45 am - 10:15 am
JW Marriott Marco Island Marco Island, FL United States

This highly interactive round table will discuss the growing trend toward utilizing external consultants and third-party service providers. The discussion will explore the topics to consider when making the decision to outsource lease administration and encourages attendees to share their experiences, challenges and best practices. Idea Exchanges (formerly Discussion Groups) are limited to 25 people. Please bring your ideas and questions–each attendee is expected to participate.

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REDG-4, Alternative Transportation Effects on Retail NEW

September 16 @ 8:45 am - 10:15 am
JW Marriott Marco Island Marco Island, FL United States

Idea Exchanges (formerly Discussion Groups) are limited to 25 people. Please bring your ideas and questions–each attendee is expected to participate.

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OC-3, Reconciling CAM Workshop: For Big Box and Small Shop–The Desktop Audit, Part 1

September 16 @ 10:45 am - 12:15 pm
JW Marriott Marco Island Marco Island, FL United States

The Reconciling CAM workshop courses will focus on desktop audit techniques for small shop and big box retailers. This basic two-part class is designed for beginning to intermediate auditors who manage or participate in the desktop audit function. It will help participants design processes to manage workflow and completion of audits, give practical examples for conducting the audit, and tools for presenting findings. The session will include hands-on examples and discussion to help improve attendees’ understanding of the materials presented.…

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CO-7, Sublease Management–Wearing the Landlord Hat NEW

September 16 @ 10:45 am - 12:15 pm
JW Marriott Marco Island Marco Island, FL United States

In an economic environment of mergers, acquisitions, and location closures, subleasing is a common strategy companies are using to help offset their lease expenses. In this intermediate session, you will learn the life cycle of a sublease transaction from inception to termination as well as how to maximize sublease income through proactive management of the contract.

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RE-6, Portfolio Management

September 16 @ 10:45 am - 12:15 pm
JW Marriott Marco Island Marco Island, FL United States

This intermediate course will allow attendees to hear from a panel of seasoned real estate and lease administration professionals as they discuss the ins and outs of managing their real estate portfolio. This conversational approach to sharing best practices will explore the nuances of managing leased and owned assets, thoughts on managing lease renewal/store closure decisions, how to implement disciplined expense management processes, and keeping up with the changing times (including accounting standards).

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LE-4, Operating Costs & The Law

September 16 @ 10:45 am - 12:15 pm
JW Marriott Marco Island Marco Island, FL United States

Senior NRTA attorneys will lead this year’s survey of the law governing the manner in which landlords may charge tenants for lease expenses and ways tenants can best protect their interests. In addition, the presenters will highlight elements of legal rulings spanning more than 30 years. This basic presentation is intended to provoke questions and comments. Discussion will focus on the following: the principles of law that govern parties to the triple net lease, lease interpretation, the right to audit,…

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LE-2, Developments in Real Estate Law

September 16 @ 10:45 am - 12:15 pm
JW Marriott Marco Island Marco Island, FL United States

Experienced attorneys will summarize and analyze recent court decisions that have impacted retail leasing and lease administration. This advanced presentation is appropriate for both real estate attorneys as well as those familiar with legal concepts, particularly as they relate to real estate law.

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LA-7, Retail Considerations for the Emerging Cannabis Industry

September 16 @ 10:45 am - 12:15 pm
JW Marriott Marco Island Marco Island, FL United States

This intermediate course will focus on leasing relative to the cannabis industry, with an emphasis on leasing considerations for non-cannabis retailers. Expect an overview of national trends and state/federal laws as well as the cannabis industry’s effect on commercial real estate.

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CODG-4, Easements NEW

September 16 @ 10:45 am - 12:15 pm
JW Marriott Marco Island Marco Island, FL United States

Idea Exchanges (formerly Discussion Groups) are limited to 25 people. Please bring your ideas and questions–each attendee is expected to participate.

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LADG-3, Catastrophes (Lessons Learned)

September 16 @ 10:45 am - 12:15 pm
JW Marriott Marco Island Marco Island, FL United States

Idea Exchanges (formerly Discussion Groups) are limited to 25 people. Please bring your ideas and questions–each attendee is expected to participate.

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REDG-3, New Store Development

September 16 @ 10:45 am - 12:15 pm
JW Marriott Marco Island Marco Island, FL United States

Idea Exchanges (formerly Discussion Groups) are limited to 25 people. Please bring your ideas and questions–each attendee is expected to participate.

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OC-4, Reconciling CAM Workshop: For Big Box and Small Shop–The Desktop Audit, Part 2

September 16 @ 1:30 pm - 3:00 pm
JW Marriott Marco Island Marco Island, FL United States

The Reconciling CAM workshop courses will focus on desktop audit techniques for small shop and big box retailers. This basic two-part class is designed for beginning to intermediate auditors who manage or participate in the desktop audit function. It will help participants design processes to manage workflow and completion of audits, give practical examples for conducting the audit, and tools for presenting findings. The session will include hands-on examples and discussion to help improve attendees’ understanding of the materials presented.…

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CO-2, FASB Lease Accounting–”After the Dust Has Settled” NEW

September 16 @ 1:30 pm - 3:00 pm
JW Marriott Marco Island Marco Island, FL United States

Many companies have already adopted new lease accounting standards. This intermediate course will cover lessons learned during the adoption process as well as leading practices for day 2 and beyond.

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PD-1, What Are the Keys to a Successful Career?

September 16 @ 1:30 pm - 3:00 pm
JW Marriott Marco Island Marco Island, FL United States

Each person’s definition of a satisfying career should be unique. Take 90 minutes to begin identifying what really makes you happy and develop a clear vision of what you need to define your own career. The happier you are with your professional and personal lives, the more effective you can be in positively impacting others and achieving your own vision of career success. During this basic session, participants will chart their overall career happiness, develop an action plan, and identify…

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LE-8, Commas In the Courtroom:Preparing for Deposition (before you begin drafting)

September 16 @ 1:30 pm - 3:00 pm
JW Marriott Marco Island Marco Island, FL United States

Long after the ink on the lease is dry, and long after the parties fail to resolve their disputes informally, in come the litigators. They twist and turn commas, cross-references, defined terms, and “notwithstanding” this or that into a soup that creates ambiguities where none may have existed. Through an advanced interactive, simulated deposition process, attendees will learn how careless commas, “including but not limited to,” incorporation by reference, and other legal jargon adopted from form leases create ambiguities that…

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OC-8, Allocation Overcharges: Examples and Case Studies

September 16 @ 1:30 pm - 3:00 pm
JW Marriott Marco Island Marco Island, FL United States

This class will focus on bias expense allocations billed in CAM, Operating Expenses, and Real Estate Taxes, that often go undetected by tenants in shopping centers, office projects, and mixed-use properties. In today’s current changing landscape, tenants are faced with verifying complicated expense allocations.  This advanced class will demonstrate, through examples and case studies, how to identify the red flags of expense allocation overcharges. This class is designed so that the attendees follow along with the specific case review and…

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LA-3, Defining Lease Administration for Optimal Company Performance

September 16 @ 1:30 pm - 3:00 pm
JW Marriott Marco Island Marco Island, FL United States

This highly collaborative intermediate workshop will have attendees charting out their lease administration team’s current roles and responsibilities while sharing their challenges and successes with their peers. The presenter will provide insights into trending best practices for lease administration teams and will help the attendees design a detailed layout of work responsibilities and appropriate delegation of responsibilities and skill sets within their organization to increase resource performance, mitigate risks and increase efficiencies for optimal company performance.

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LEDG-2, Lessons Learned from Litigation & Disputes

September 16 @ 1:30 pm - 3:00 pm
JW Marriott Marco Island Marco Island, FL United States

Idea Exchanges (formerly Discussion Groups) are limited to 25 people. Please bring your ideas and questions–each attendee is expected to participate.

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LEDG-4, Restaurant Leasing

September 16 @ 1:30 pm - 3:00 pm
JW Marriott Marco Island Marco Island, FL United States

Idea Exchanges (formerly Discussion Groups) are limited to 25 people. Please bring your ideas and questions–each attendee is expected to participate.

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OCDG-3, Landlord Fees–Migrate from Fee-ling Overcharged to Empowered

September 16 @ 1:30 pm - 3:00 pm
JW Marriott Marco Island Marco Island, FL United States

The dialog will focus on the intent, structure, and economics of fee provisions, and ways to control the fees passed through to the tenant. The group will discuss both lease language and strategies to identify and successfully exclude fees generally included in CAM expenses. Idea Exchanges (formerly Discussion Groups) are limited to 25 people. Please bring your ideas and questions–each attendee is expected to participate.

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OC-2, Navigating the Challenging World of Lease Audit

September 16 @ 3:15 pm - 4:45 pm
JW Marriott Marco Island Marco Island, FL United States

As the brick-and-mortar landscape continues to change, it seems as if black and white lease language is changing to gray. As fellow tenants, we are all in the same boat; whether confirming co-tenancy or occupancy expense compliance, lease audit work has become much more contentious. This advanced session will discuss the top five audit challenges determined from the feedback received by you, the NRTA members. Attendees are encouraged to come prepared to share their audit experiences and ideas on the…

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CO-4, Ten (10) Top Secrets (and more) When Negotiating Operating Costs NEW

September 16 @ 3:15 pm - 4:45 pm
JW Marriott Marco Island Marco Island, FL United States

Your office and retail leases contain pass-through provisions for operating costs. Are your provisions essentially “blank checks” to your Landlord? Learn the secrets of negotiating tenant-favorable operating cost provisions. This intermediate course examines and compares the language contained in operating cost provisions. The course will also provide you with key omnibus provisions favorable to a tenant. This program is essential to those seeking to sharpen their operating cost lease negotiating skills and lease interpretation skills, by knowing the differences.

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LA-9, Global Lease Administration

September 16 @ 3:15 pm - 4:45 pm
JW Marriott Marco Island Marco Island, FL United States

As companies expand in global markets, tenants continue to face unique and often unforeseen challenges managing their real estate portfolios. By sharing personal stories, challenges, and best practices, a major global tenant with lease compliance experience in over 92 countries will showcase skills gained while expanding into international markets. Attend this intermediate presentation and learn how to anticipate roadblocks that may stand in the way of devising and implementing global management standards that add critical value to your organization.

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LE-7, Best Practices for Mediating the Lease Dispute NEW

September 16 @ 3:15 pm - 4:45 pm
JW Marriott Marco Island Marco Island, FL United States

Success at mediation starts long before the parties get together in a room. Parties desiring to mediate must consider when to mediate, who to bring to the mediation, how to prepare, what to include in mediation briefs, what to expect on the day of the mediation, and what to do to keep the door open for settlement after mediation fails. In this intermediate class, attendees will learn about these principles as well as several mediation concepts that can facilitate the…

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RE-1, Armed Assailant Awareness & Preparation Presentation

September 16 @ 3:15 pm - 4:45 pm
JW Marriott Marco Island Marco Island, FL United States

The goal of this basic presentation is to enhance community preparedness by providing training and resources to help citizens prepare for and respond to an active shooter incident and other menacing situations. The special agent presenter will detail the history and evolution of active shooter events in the United States, including pre-event indicators and the typical characteristics of an active shooter. In addition, the presenter will offer guidance and direction in the event one is ever confronted by an active…

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OC-5, Electric Utilities 101

September 16 @ 3:15 pm - 4:45 pm
JW Marriott Marco Island Marco Island, FL United States

Broaden your knowledge of electric utility providers through this informative class. This course will help retail and industrial consumers identify proper electric costs by comparing historical usages and verifying rate structures. This intermediate course will outline the basics of your Electric LDC (Local Distributing Company). Learn the basics of finding utility tariffs and rate structures. Get a better understanding of market trends and advantages with curtailment through customer choice in your area. In this interactive course we will use hands-on…

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PDDG-1, Keys to a Successful Career

September 16 @ 3:15 pm - 4:45 pm
JW Marriott Marco Island Marco Island, FL United States

Idea Exchanges (formerly Discussion Groups) are limited to 25 people. Please bring your ideas and questions–each attendee is expected to participate.

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CODG-2, FASB–Lessons Learned from Lease Accounting Compliance Projects NEW

September 16 @ 3:15 pm - 4:45 pm
JW Marriott Marco Island Marco Island, FL United States

Learn and/or contribute knowledge in a facilitated group discussion about lessons learned along the path to adopting new lease accounting standards. Idea Exchanges (formerly Discussion Groups) are limited to 25 people. Please bring your ideas and questions–each attendee is expected to participate.

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LADG-1, How do we conquer the daily and future challenges of Lease Administration?

September 16 @ 3:15 pm - 4:45 pm
JW Marriott Marco Island Marco Island, FL United States

This collaborative open discussion invites you to bring your greatest challenges and solutions for optimizing Lease Administration within your organization. The moderator will field “Challenges” and this group of your experienced peers will share concepts, suggestions and success stories on how to overcome these hurdles. Due to the popularity of this topic, NRTA is offering two sessions on this topic. Idea Exchanges (formerly Discussion Groups) are limited to 25 people. Please bring your ideas and questions–each attendee is expected to…

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LE-6, Mixing It Up Over Mixed-Use NEW

September 17 @ 9:00 am - 10:30 am
JW Marriott Marco Island Marco Island, FL United States

This intermediate course will match a seasoned in-house developer/landlord attorney against a veteran outside tenant leasing counsel. They will spar over issues arising from the trend toward new mixed-use developments and conversion of existing retail and office projects to mixed-use, with increasingly creative combinations of retail, office, residential, hotel, entertainment, and other uses. Issues discussed will include allocation of pass-through costs, exclusive and prohibited uses, co-tenancy, parking and control of common areas.

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CO-3, Understand How Currency Impacts Your Global Leases

September 17 @ 9:00 am - 10:30 am
JW Marriott Marco Island Marco Island, FL United States

Have you asked yourself why a lease obligation currency is defined as one currency but the lease requires payment in a different currency? Do you understand the four currencies involved in international lease transactions? Come to this advanced session and learn how currency impacts your leases, payments and your company’s P&L. You will add value to your organization by confidently educating your deal makers and leaders on currency impacts while helping to mitigate overall risk in your company’s portfolio. This…

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OC-6, Discovering ‘Gold’ In Your Utility Bills & Services–Identifying Overcharges & Finding Refunds NEW

September 17 @ 9:00 am - 10:30 am
JW Marriott Marco Island Marco Island, FL United States

This intermediate class guides attendees through the awareness of reviewing and auditing utility expenses. With a proven methodology, you can acquire refunds and/or reduce your monthly expenses for your utilities through the understanding of reviewing and auditing utility expenses for overcharges and savings. In addition, you will be given information on why fixed pricing and per square foot utility costs are profit centers for landlords. Case studies of successful utility adjustments and cost reductions for tenants will be related. These…

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RE-5, Appraising & Valuing Real Estate

September 17 @ 9:00 am - 10:30 am
JW Marriott Marco Island Marco Island, FL United States

This basic course is presented by experts in the field of appraising and valuing retail real estate will equip attendees with the knowledge and methodology behind appraising retail real estate and how that information can help them be more informed stewards of their own portfolios. This course will explore the 3 approaches to valuing real estate; a case study in valuing a hypothetical real estate asset; guidance on how understanding real estate values help retailers control costs; valuations for tax…

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PD-2, How to Cultivate Thriving Teams

September 17 @ 9:00 am - 10:30 am
JW Marriott Marco Island Marco Island, FL United States

This basic interactive workshop will provide participants with the knowledge and skills to cultivate teams that thrive and flourish. Utilizing evidence-based research in positive psychology as a framework, participants will explore specific strategies to identify and foster teams that promote trust, engage in productive conflict, embrace innovative change and function at their best. Techniques for addressing challenging team dynamics will be provided. Participants will leave with a toolkit of strategies, resources, and skills that can be immediately applied to build…

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LA-5, The Ins & Outs of Co-Tenancy

September 17 @ 9:00 am - 10:30 am
JW Marriott Marco Island Marco Island, FL United States

This basic presentation will introduce you to the concept of co-tenancy (DESIRED TENANT MIX) and its various forms (Possession, Opening, Ongoing/Operating clauses–they are there to protect your company’s interests!) as well as other issues impacting co-tenancy such as prohibitive and exclusive use, hours of operation, continuous operation requirements and marketing/merchants association obligations. We will discuss the basics of co-tenancy such as challenges associated with the enforcement of various co-tenancy clauses–time, comprehension, research; the difference in conditional statements-how they hurt or…

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LEDG-5, Second Space Generation NEW

September 17 @ 9:00 am - 10:30 am
JW Marriott Marco Island Marco Island, FL United States

Idea Exchanges (formerly Discussion Groups) are limited to 25 people. Please bring your ideas and questions–each attendee is expected to participate.

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LADG-6, Third Party Delivery Services NEW

September 17 @ 9:00 am - 10:30 am
JW Marriott Marco Island Marco Island, FL United States

Idea Exchanges (formerly Discussion Groups) are limited to 25 people. Please bring your ideas and questions–each attendee is expected to participate.

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LADG-5, Audit Priority NEW

September 17 @ 9:00 am - 10:30 am
JW Marriott Marco Island Marco Island, FL United States

Idea Exchanges (formerly Discussion Groups) are limited to 25 people. Please bring your ideas and questions–each attendee is expected to participate.

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LE-5, Due Diligence Title Review

September 17 @ 11:00 am - 12:30 pm
JW Marriott Marco Island Marco Island, FL United States

This intermediate course will explore the review of title reports and underlying title documentation, potential environmental issues, identifying potential exclusives and competing uses, identifying potential third-party consents, and documenting and organizing due diligence material.

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CO-6, Auditing & Identifying Overcharges in Office Operating Expenses

September 17 @ 11:00 am - 12:30 pm
JW Marriott Marco Island Marco Island, FL United States

This basic class steps through the basics of reviewing and auditing office operating expenses for overcharges. It reviews the types of expenses unique to office leases. This presentation will walk the class through the actual method of tying and verifying invoices to the general ledger. It will address how to audit the” base year” and “gross-up” clause and how it can both help and hurt a tenant. This will touch upon the Loss Factor, which is the difference between usable…

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LA-6, The Art of Lease Abstracting

September 17 @ 11:00 am - 12:30 pm
JW Marriott Marco Island Marco Island, FL United States

This basic competency course will review key abstracting and data requirements, as well as review data input techniques for various lease provisions which will provide for more efficient and consistent data management. Lease abstracting challenges will be discussed in collaboration with attendees who will share their solutions. The course will wrap up with a brief look at the future of lease abstracting.

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OC-7, Beginner Real Estate Taxes

September 17 @ 11:00 am - 12:30 pm
JW Marriott Marco Island Marco Island, FL United States

Paying a share of real estate taxes is a part of most lease agreements. This basic class will examine the review of real estate tax invoices from a beginner perspective. The presenters will walk through an actual year-end reconciliation with tips and techniques to navigate invoices and lease language in an effort to minimize these expenses. In addition, we will share ways to communicate these findings to landlords.

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LA-4, Negotiation: Problems, Pitfalls and Potential Resolutions

September 17 @ 11:00 am - 12:30 pm
JW Marriott Marco Island Marco Island, FL United States

This intermediate presentation will focus on preparing attendees to successfully negotiate while at the same time presenting and discussing alternatives and resolutions for those situations where negotiations are progressing unsuccessfully. Further, this presentation will address tactics to avoid in order to make the negotiation more successful. Two seasoned attorneys will review various skills, techniques, and tactics they use during their own negotiations and will also present a mock negotiation modeling these skills, techniques, and tactics. Attendees will be involved in…

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LEDG-1, Mixed Use NEW

September 17 @ 11:00 am - 12:30 pm
JW Marriott Marco Island Marco Island, FL United States

Idea Exchanges (formerly Discussion Groups) are limited to 25 people. Please bring your ideas and questions–each attendee is expected to participate.

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LADG-4, The Ins & Outs of Co-Tenancy Discussion Group

September 17 @ 11:00 am - 12:30 pm
JW Marriott Marco Island Marco Island, FL United States

An informal, interactive discussion about Co-Tenancy issues in today’s market.  Specific topics to be decided on at the beginning of the discussion based on survey of those attending with the goal of touching upon at least 5 areas of concern relating to co-tenancy whether they be:   prohibited use violations – if you are not tracking – you should be, hours of operation during the holidays; how each company is verifying co-tenancy; implied or express continuous operation requirements; or understanding conditional…

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CODG-1, International Lease Administration Round Table

September 17 @ 11:00 am - 12:30 pm
JW Marriott Marco Island Marco Island, FL United States

Collaborate with other International Lease Administrators and continue the conversations from the “Global Lease Administration” and “How Currency Impacts Your Global Leases” courses. Managing contracts in global markets can be challenging and this is a great opportunity to problem-solve with others facing the same issues. Idea Exchanges (formerly Discussion Groups are limited to 25 people. Please bring your ideas and questions–each attendee is expected to participate.

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LE-9, Lease Remedies NEW

September 17 @ 1:45 pm - 3:15 pm
JW Marriott Marco Island Marco Island, FL United States

This intermediate class will explore the remedies available to Tenants and discuss how to effectively pursue a remedy to achieve the best possible result. This class will first discuss locating applicable legal remedies both “within the four corners of the lease” and at law. This class will then introduce methods to gather facts, apply the facts to the available remedies, and pursue the best possible outcome. Along the way, practical drafting and negotiating tips will be provided.

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CO-5, Office & Retail Leases–Do You Know Their Differences and Similarities? NEW

September 17 @ 1:45 pm - 3:15 pm
JW Marriott Marco Island Marco Island, FL United States

Office and retail leases are among the most common forms of commercial lease transactions and both require a broad knowledge of basic lease law. This basic course will examine and compare office and retail leasing transactions, and identify their key similarities, as well as important differences. This program is essential to those seeking to sharpen their office and retail lease negotiating skills and lease interpretation skills, by knowing the differences and similarities.

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OC-10, Advanced Real Estate Taxes

September 17 @ 1:45 pm - 3:15 pm
JW Marriott Marco Island Marco Island, FL United States

You understand how to verify your property taxes, use parcel maps, and find important information from the assessor data. This advanced course will build on that knowledge and identify the various charges that often qualify as “taxes” under your lease. We will discuss the rationale for including or excluding various charges: non-ad valorem assessments, special assessments, Mello-Roos, payments in lieu of taxes, development fees, rent taxes, income taxes, and utility charges. We will explore lease language tips, tricks, and pitfalls.…

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RE-2, Real Estate Finance for Lease/Property Administrators

September 17 @ 1:45 pm - 3:15 pm
JW Marriott Marco Island Marco Island, FL United States

With an eye towards the profit equation of the store, this advanced session will investigate how the real estate developer, owner/investor, and lender looks at your lease AND how your company’s credit will determine what the landlord demands of you. Common financial ratios used by real estate professionals will be discussed with an eye toward explaining how factors impact the property/lease administrator.  Discussion will include Developer Pro-Forma and Rent Quote; NOI and Cap Rate (IRV formula); ROI, ROE, CoC, NPV;…

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RE-4, Benefits of Qualified Opportunity Zones NEW

September 17 @ 1:45 pm - 3:15 pm
JW Marriott Marco Island Marco Island, FL United States

The Tax Cut & Jobs Act is a federal law with new real estate tax provisions focusing on the creation of Qualified Opportunity Zones (QOZ) throughout the country. In lieu of significant tax benefits, QOZ encourages real estate development and investment in under-served areas in the nation. One of the main purposes of QOZ is to improve the economy in local markets. Find out during this intermediate class where and how developers along with QOZ funds are taking advantage of…

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LA-1, Estoppels & SNDAs: What, Where, When, and Why?

September 17 @ 1:45 pm - 3:15 pm
JW Marriott Marco Island Marco Island, FL United States

Want to learn how to more effectively identify and negotiate key issues when you receive requests to provide Estoppels and Subordination, Nondisturbance and Attornment Agreements? The speakers, consisting of an in-house counsel and an outside attorney, will discuss Estoppel and SNDA basics and issues, identify relevant lease provisions and provide tips when negotiating Estoppels and SNDAs with Landlords and Lenders. This intermediate course will benefit paralegals, lease administrators, attorneys and others who review and negotiate Estoppels and SNDAs.

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LEDG-3, Third Party Consents

September 17 @ 1:45 pm - 3:15 pm
JW Marriott Marco Island Marco Island, FL United States

Idea Exchanges (formerly Discussion Groups) are limited to 25 people. Please bring your ideas and questions–each attendee is expected to participate.

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CODG-3, Base Year Gross-Ups

September 17 @ 1:45 pm - 3:15 pm
JW Marriott Marco Island Marco Island, FL United States

Idea Exchanges (formerly Discussion Groups) are limited to 25 people. Please bring your ideas and questions–each attendee is expected to participate.

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OCDG-2, No Need for Ambien, We’re Gonna Discuss Insurance!

September 17 @ 1:45 pm - 3:15 pm
JW Marriott Marco Island Marco Island, FL United States

Have a technical or business-related question about Insurance?  Want to know what your peers are doing with landlord invoices for insurance reimbursement?  Our discussion group will be moderated by a retail industry veteran and a commercial insurance specialist.  Bring your questions and success stories. Idea Exchanges (formerly Discussion Groups) are limited to 25 people. Please bring your ideas and questions–each attendee is expected to participate.

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LE-10, What Are Landlords Thinking?

September 18 @ 8:30 am - 10:00 am
JW Marriott Marco Island Marco Island, FL United States

Ever wonder just what landlords are thinking? To help answer this question, we have assembled a diverse panel of in-house finance, leasing and legal executives from developer/landlord companies with years of experience developing, leasing, and operating retail, office and mixed-use properties of all sorts. Join us for a lively conversation about the landlord’s perspective on current issues and emerging trends in retail, office and mixed-use leasing and operations.

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LE-3, Legal Ethics

September 18 @ 10:15 am - 11:45 am
JW Marriott Marco Island Marco Island, FL United States

Using a practical approach, the presenter will reference the Rules of Professional Conduct as well as other ethical principles and illustrate how these principles govern the conduct of outside and in-house lawyers and paralegals representing retail tenants in litigation and transactional matters.

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OC-9, The “Virtual” Field Audit–Performing Full Audits From Your Desk

September 18 @ 10:15 am - 11:45 am
JW Marriott Marco Island Marco Island, FL United States

A recent trend shows most landlords no longer want auditors to conduct lease audits at their place of business. Attend this intermediate presentation and learn skills needed to perform “virtual” field audits. Master the necessary steps to perform a complete compliance audit of all financial considerations under the lease and understand the level of preparation needed to initiate the audit. We will discuss major errors routinely missed and the best ways to communicate findings to the Landlord.

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PD-3, Oh, The Places You Can Go! NEW

September 18 @ 10:15 am - 11:45 am
JW Marriott Marco Island Marco Island, FL United States

Ever wonder how to grow your career in the industry? Join a group of seasoned pros who will take you along their professional journeys, bumps, bruises and all (not all paths begin or end in your chosen field). You, too, can “Chart Your Course.”

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LA-8, Maintenance

September 18 @ 10:15 am - 11:45 am
JW Marriott Marco Island Marco Island, FL United States

This intermediate course will consist of a panel discussion as to who is the responsible party (tenant or landlord) for certain repairs. Topics to be covered range from: Should certain repairs be part of the lease negotiation up front and what should those repairs be? What is a Self-Help Provision and why does a retailer need it?

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LADG-2, How do we conquer the daily and future challenges of Lease Administration?

September 18 @ 10:15 am - 11:45 am
JW Marriott Marco Island Marco Island, FL United States

This collaborative open discussion invites you to bring your greatest challenges and solutions for optimizing Lease Administration within your organization. The moderator will field “Challenges” and this group of your experienced peers will share concepts, suggestions and success stories on how to overcome these hurdles. Due to the popularity of this topic, NRTA is offering two sessions on this topic. Idea Exchanges (formerly Discussion Groups) are limited to 25 people. Please bring your ideas and questions–each attendee is expected to…

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REDG-2, Leveraging Technology in Real Estate NEW

September 18 @ 10:15 am - 11:45 am
JW Marriott Marco Island Marco Island, FL United States

Idea Exchanges (formerly Discussion Groups) are limited to 25 people. Please bring your ideas and questions–each attendee is expected to participate.

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