Strategic Real Estate Investments for Family Offices and High Net Worth Individuals: Exclusive Insights into Opportunistic Markets
Join us for the "Strategic Real Estate Investments for High Net Worth Individuals and Family Offices: Exclusive Insights into Opportunistic Markets" webinar, where we'll offer an in-depth exploration of the commercial real estate investment landscape tailored for high net worth individuals and family offices. This session will dissect current market dynamics, emphasizing how economic factors such as interest rates and post-COVID trends affect investment opportunities. We'll delve into various asset types, highlighting the benefits of investing in diversified properties in suburban locations versus urban centers, and analyze risk management strategies to safeguard investments against market volatility. Experts will provide detailed insights into innovative financial structuring and the advantages of different investment vehicles, including funds and direct ownership. We will also explore how cutting-edge technology and data analytics can significantly enhance the investment and asset management process. A live Q&A session with a seasoned real estate professional and thought leader will give participants a chance to seek advice tailored to their unique investment scenarios, making this a great webinar for those aiming to expand or refine their real estate investment portfolios.
- Market Overview and Current Trends
- Opportunistic Investment Strategies
- Detailed Examination of Asset Types
- Risk Management and Mitigation
- Financial Structuring and Investment Vehicles
- Technology's Role in Real Estate Investing
- Sentinel Opportunity Fund I - Investor SummarySentinel Opportunity Fund I - Investor Summary - May 2024 FINAL.pdf3 MB
- Sentinel Corporate OverviewSentinel Corporate Overview - May 2024.pdf2 MB
Speakers
Fred Lewis
- Title
- Co-Founder & Chief Executive Officer @
- Company
- Sentinel Net Lease
- Role
- Speaker
A serial entrepreneur, Fred Lewis serves as the Chief Executive Officer of Sentinel. He provides strategic guidance and oversight to the firm's mission, focusing on capital relationships and platform expansion. In 2002, he founded the Dominion Group, a vertically integrated real estate platform encompassing nine operating companies. These companies have investments in residential and commercial real estate, private lending, property management, and insurance.
To date, the Dominion Group of companies have acquired or financed over 6,000 real estate assets, valued at over $3.5 billion. Dominion’s rental holding companies have bought and sold over 2,000 rental houses since 2002. Dominion Properties, a construction company within the group, has completed over 2,500 fix & flip, rental turns, and wholesale projects since its inception. Dominion Financial, a private lending company licensed in 49 states, provides non-bank and non-QM financing to seasoned real estate investors, with more than $3 billion in loans originated since inception. Dominion Management, a specialized property management company, manages over 900 units in the Baltimore/DC region. Dominion Insurance is both a captive insurance company and an investor in the real estate investment sector.
Fred is a Director on the Bank Board of Capital Bank of Maryland, the Chair of their Asset/Liability Committee (ALCO), and a member of their Board Loan and Finance Committees. He has been on the Board of B’nai Shalom of Olney in Maryland for over 12 years, serving as its current President and Chairman of the Board for the past three years. Fred graduated from George Washington University in DC with a B.A. in Business Finance.
Dennis Cisterna III
- Title
- Co-Founder & Chief Investment Officer @
- Company
- Sentinel Net Lease
- Role
- Speaker
Mr. Cisterna is the Co-founder and Chief Investment Officer of Sentinel Net Lease, a privately held commercial real estate investment firm. He is also the Founder and Chief Executive Officer of Guardian Residential, a privately held residential investment firm. Previously, he was the Co-Founder and Chief Investment Officer of Lafayette Real Estate's BFR platform, an institutionally-backed SFR investment platform focused exclusively on build-to-rent opportunities. Prior to launching his own investment vehicles, he served as the CEO of Investability Solutions, a vertically-integrated service provider to institutional real estate investors. He also was a Managing Director with FirstKey Lending, a subsidiary of Cerberus Capital Management, where he was a part of the executive team that completed the first-ever multi-borrower securitization in the SFR rental sector. Mr. Cisterna has held a wide variety of management positions within the real estate investment sector including key roles at notable firms such as Johnson Capital, Lennar, and Toll Brothers. Throughout his career, he has completed more than $3.8 billion worth of real estate transactions across the U.S. and Europe. A requested speaker at economic and real estate conferences across the nation, Dennis also served as a monthly contributor for U.S. News & World Report and hosted The Investability podcast. He is a Licensed Real Estate Broker in California and has a B.A. in Political Science from San Diego State University.
About
Sentinel Net Lease
Founded in 2019 by industry veterans, Fred Lewis and Dennis Cisterna, Sentinel Net Lease is a privately held commercial real estate investment firm. Our focus is on assets that produce ongoing cash-flow from long-term leases. Our firm targets opportunistic situations that may not be a fit for traditional institutional investors due to size or transaction complexity. These assets are expected to be resistant to certain market disruptions while offering potential outsized returns for investors. Our integrated business model creates a competitive edge in the marketplace that provides sustainable, long-term value to our investors. Since our inception, Sentinel has made it a priority to improve the investment experience for our investors to make smarter, more informed decisions related to our current portfolio and future acquisitions. Advances in technology, applications, and data analytics have made it possible for middle-market investors like Sentinel to have access to the same tools as the largest investment firms in the world. Even before we close on an acquisition, the Sentinel team likely knows the property better than the owner selling it because of our attention to detail and desire to roll up our sleeves and dig in. We strive to learn as much as possible in the diligence process through on-site visits, reviewing all due diligence items provided by the seller and our own commissioned reports to make sure that the investment is sound and that we understand the asset’s condition to identify and reduce failures in the future. Our acquisition and asset management roadmap allows Sentinel to create outcome-driven asset management solutions at the individual property level.