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2018 Annual Convention – Charleston

Date & Time October 21, 2018 - October 24, 2018
Venue The Francis Marion 387 King Street Charleston, SC 29403 United States

Schedule of Events

NOTE: Schedule and times subject to change.
+Ticketed Event  *Closed event

Saturday, October 20, 2018


Carolinas Chapter Hosts: Oyster Roast/Low Country Boil+

The Rooftop at the Guild Apartments
128 Columbus Street
Charleston, SC  29403

Kick off the 2018 national CRE Annual Convention in Charleston with an authentic low country boil and oyster roast on the rooftop of one of Charleston’s newest luxury apartment communities, The Guild, located in the epicenter of Charleston.

Join your fellow CREs and spouses/significant others for a relaxed and casual evening of food and libations.  Come early as we start off the evening with local oysters roasted on site and tables and knives available for shuckin’ (and maybe you’ll get lucky and find a pearl!).  The evening continues with a low country boil (also known as Frogmore Stew or shrimp boil) which is a southern tradition including local shrimp, corn on the cob, sausage, and red potatoes, all boiled with a savory and slightly spicy seasoning.  (Grilled chicken is available upon request – please indicate when you register.)  Homemade coleslaw and Key Lime Pie accompany the meal.  Full bar sponsored by the Carolinas Chapter.  Hope to see you there!

Sunday, October 21, 2018


Two Development Tour Options:

Development Tour: Behind the Scenes at Boeing South Carolina+

Boeing South Carolina is home to the company’s second 787 Dreamliner final assembly and delivery facility.  It was the company’s first 100 percent renewable energy site. Up to 20 percent of that energy is supplied by more than 18,000 thin-film solar panels (approximately 10 acres) installed on the roof of the 787 Final Assembly building.  No waste generated at the site goes to landfill.   The Final Assembly building is nearly a fifth of a mile long (1,041 ft, or 317 m), and an eighth of a mile wide (618 ft, or 188 m).

Enjoy this one of a kind, behind the scenes tour!


Magnolia Plantation and Gardens Tour+

Founded in 1676 by the Drayton family, Magnolia Plantation has survived centuries and witnessed the history of our nation unfold before it – from the American Revolution through the Civil War and beyond. Home of the oldest public gardens in America, Magnolia will open its doors to The Counselors to tour the Plantation mansion, as well as participate in the “From Slavery to Freedom Tour” – exploring its street of slave cabins that document the full arc of African American life at Magnolia. Magnolia has been selected as one of “America’s Most Beautiful Gardens” (Travel + Leisure Magazine) and there will be hundreds of beautiful flowers blooming in the Fall.

To experience its rich history, join us at the Magnolia Plantation Development Tour!


Welcome Reception+

Charleston Harbor Cruise

Tour Guide: John Cameron, Captain, U.S. Coast Guard (Retired); Executive Director, Charleston Branch Pilots Association

Monday, October 22, 2018


Breakfast Buffet with Keynote Speaker

Opening Keynote: Mayor John Tecklenburg, Mayor of Charleston

Introductions: Andrew Gowder, Jr., Esq., CRE, Founder and Partner, Austen & Gowder, LLC


Welcome Address

Presentation of the Chair’s Award

Joseph Nahas, Jr., CRE, 2018 Chair of the CRE Board


General Session #1

What Moves the Carolinas? How Logistics Shape Real Estate – Lessons Learned from the Region

Speakers: Patrick McCrory, Vice President & Chief Commercial Officer, Palmetto Railways; James Newsome, President & CEO, South Carolina Ports Authority

Moderator: KC Conway, CRE, Director of Research & Corporate Engagement, Culverhouse College of Commerce – Alabama Center for Real Estate


Networking Break


General Session #2

What Makes South Carolina: What Makes the Region Successful?

Speaker: Robert ‘Bobby’ Hitt III, Secretary of Commerce, South Carolina Department of Commerce

Moderator: Stephen Navarro, CRE, Executive Vice President, CBRE

Noon -1:30P

Welcome Luncheon

Introduction of New Members

Julie Melander, CRE, 2018 First Vice Chair of the CRE Board

Noon -1:30P

Past Chairs’ Luncheon*


Networking Break


General Session #3

The Counselor Organization: An interactive forum answering your questions on the CRE Invitation process and more

Jon Avery, CRE, Principal, Avery Associates
Steven Leader, CRE, Emeritus, Leader Realty Advisors, Ltd.
James Lee, CRE, Senior Principal, Kensington Realty Advisors, Inc.
Albert Pappalardo, CRE, President , Pappalardo Consultants, Inc.
Arthur Pasquarella, CRE, Executive Vice President, COO, Equus Capital Partners, Ltd.

Moderator: Joseph Nahas, Jr., CRE, Senior Vice President, Equus Capital Partners, Ltd


Networking Break


General Session #4

Blockchain and Its Practical Applications to Real Estate

Speakers: Todd Jones, CRE, Principal, RealAdvice; Rik Willard, CEO, Agentic Group; Others TBD

Moderator: Geoffrey Kasselman, Industrial Specialist, Executive Managing Director, Newmark Knight Frank

5:00P – 6:00P

Chapter Activities/Membership Development Joint Committee Meeting

Ethics Committee Meeting*


CRE Celebratory Event: The South Carolina Aquarium

Featuring the CRE Band: Sound Counsel
Honoring 2018 CRE Chair Joe Nahas and his wife, Suzanne.


Chair’s Hospitality Suite

Tuesday, October 23, 2018


Breakfast Buffet


General Session #5

Tourism: The Other E-Commerce – Entertainment and Experience

Speakers: Dan Battista, Senior Vice President, Lowe; Tommy Hall, General Manager, Owner, Halls Management Group; Helen Hill, CEO, Charleston Area Convention and Visitors Bureau

Moderator: Anne Lloyd-Jones, CRE, Managing Director, HVS Global Hospitality Services


The Counselors of Real Estate Foundation Meeting*


Networking Break


Choice of two tours: A Tour of What’s Hip in Charleston (ticketed event for spouses/guests)

What’s Hip and Happening in Charleston

This walking tour will explore Charleston’s newest developments – as heard straight from the developers themselves. What were the lessons learned in creating Charleston’ newest developments? What are the challenges of building and developing new properties in a historic city?

This “foots on” tour will give attendees an insider’s view of numerous downtown projects.

Tour Guides TBD

A Tour of the Transformation of Charleston (ticketed event for spouses/guests)

Explore Historic Charleston: The Old and The New

What were the early drivers of change in creating the Charleston you see today? This tour will offer attendees a drive around Charleston – from Market and King Streets, the site of the city’s first big project – to Battery and White Point Gardens, the waterfront, and the Port Authority – to name just a few. Participants will also see some of today’s latest projects as well – a mix of the old and the new!

Tour Guides TBD


Member Luncheon

Presentation of the 2018 James D. Landauer/John R. White and Committee Service Awards


Networking Break


Budget & Finance Committee Meeting*


General Session #6

CRE Consulting Corps and Non-Profits: Unique Challenges for Portfolio Management

Introductions: Kathleen Rose, CRE, President & CEO, Rose & Associates Southeast, Inc.

Anthony Morlando, Director, Diocesan Properties, Roman Catholic Diocese of Charlotte
Lydia Doyle, Director of Planning and Operations, Diocese of Charleston
Casey Kemper, CRE, President, Collegiate Asset Management – Team Leader for the Diocese of Charleston study
William McCarthy, CRE, President, W.P.J. McCarthy and Company Ltd – Team Leader for the Diocese of Charlotte study


Networking Break


General Session #7

“America’s Mayor,” Joe Riley: A Discussion on Visionary Leadership, Transformation, and Resilience

A conversation with a Mayor (1975-2016) who has seen and heard it all.

Speaker: Joseph Riley, Jr., Professor of American Government & Public Policy, The Citadel

Moderator: Elaine Worzala, Ph.D., CRE, Carter Real Estate Center – College of Charleston


Consulting Corps Committee Meeting

Invitation Advisory Committee Meeting*

Real Estate Issues Editorial Board Meeting


Farewell Reception

The Francis Marion Hotel


Chair’s Hospitality Suite

Wednesday, October 24, 2018


Breakfast Buffet


Strategic Planning Committee Meeting*


Executive Committee*


Board of Directors Meeting

Open to all CREs


Annual Membership Meeting

Open to all CRE members


Buffet Luncheon