THE RANCH, LOVELAND MARCH 30, 2022

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                                                          MARCH 30, 2022
                                                           THE RANCH,
                                                            LOVELAND

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THE RANCH, LOVELAND MARCH 30, 2022
2   |   2022 Northern Colorado Real Estate Summit

        Local Knowledge.
        Global Reach.                                                  COMMERCIAL REAL ESTATE SERVICES, WORLDWIDE

                                               COMMERCIAL BROKERAGE,
                                               REAL ESTATE CONSULTING &
                                                     DEVELOPMENT

           Ryan Schaefer                      Jake Hallauer, CCIM    Joe Palieri, CCIM         Andy Smith

            Mark Bishop                             Marc Robson     Ashley Hergenreder        Lauren Larsen

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                         $20B in transactions | 1.1B sf managed | How can we help you?

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                                      AGENDA

Residential & Commercial Forecasts
7:30 to 8:50 a.m. (75 minutes)
PLENARY
Breakfast Keynote: The National Outlook
What does the future hold for housing starts, home sales, prices and mortgage rates in 2022 and beyond? Dr. Lawrence Yun, chief economist for the National Association of Realtors, will outline the
latest data and provide his predictions for the nation’s housing market during the COVID-19 era.

KEYNOTE SPEAKER
• Lawrence Yun, Chief Economist, National Association of Realtors
n SESSION OBJECTIVE: Students will gain insight into forces driving the national real estate market, including interest rates, inventory, new-home construction, price appreciation and affordability.
Our instructor also will examine what factors are likely to shape the market in 2022. The session features a keynote presentation from one of the nation’s leading experts on residential real estate.
(Format: keynote presentation; student Q&A.)

COMMERCIAL – Breaking Ground I
9:05 to 10:05 a.m. (60 minutes)
Communities throughout Northern Colorado are seeing a wave of new commercial construction, with some projects in the planning stage and others already emerging from the ground. Our panel of
development directors will provide a complete rundown of the region’s top projects. This panel is a huge hit year after year!

PANELISTS
• Paul Sizemore, Community Development, Neighborhood Services Dir., City of Ft. Collins
• Ben Snow, Economic Health & Housing Dir., City of Greeley
• Sarah Crosthwaite, Economic Development Dir., Town of Johnstown
• Stacy Miller, Dir. of Economic Development, Town of Windsor
• Robert Paulsen, Planning Mgr., City of Loveland
n SESSION OBJECTIVE: Students will learn about the many current, and planned, commercial real estate projects throughout the Boulder Valley, providing insights into what specific developments
— and types of developments — are ongoing within the region. The session features presentations from economic development professionals and planning officials representing the region’s top
markets. (Format: panelist presentations; student Q&A.)

Lot Wars
9:05 to 10:05 a.m. (60 minutes)
RESIDENTIAL
Competition for residential lots has become fierce, with high demand for housing prompting developers and home builders to vie for available land. How does supply and demand affect the price of
available land, and what cities stand to gain the most in terms of housing development?

MODERATOR
• Tyler James, Broker Associate, RE/MAX Alliance
PANELISTS
• Landon Hoover, Owner/CEO, Hartford Homes
• Jason Sherrill, Owner/CEO, Landmark Homes
• Jason Pock, VP/Land Acquisition, Richmond American Homes
n SESSION OBJECTIVE: Students will learn about what factors are driving competition for available lots, as well as what cities and towns are best-poised to accommodate increased demand for
housing due to availability of land, water and metropolitan districts. Students will be instructed on demographic and commuting patterns that affect new-home supply. (Format: panelist presentations;
moderated panel discussion; student Q&A.)

Breaking Ground II
10:20 to 11:20 a.m. (60 minutes)
COMMERCIAL
Communities throughout Northern Colorado are seeing a wave of new commercial construction, with some projects in the planning stage and others already emerging from the ground. Our panel of
development directors will provide a complete rundown of the region’s top projects. This panel is a huge hit year after year!

PANELISTS
• Walt Elish, Community Development Dir., Town of Berthoud
• Cody Bird, Economic Health Dir., Town of Wellington
• Patrick Giron, Economic Development Dir., City of Brighton
• Tony Chacon, Dir. of Economic Development, City of Longmont
• Lucas Workman, EDC Coordinator, Town of Erie
n SESSION OBJECTIVE: Students will learn about the many current, and planned, commercial real estate projects throughout the Boulder Valley, providing insights into what specific developments
— and types of developments — are ongoing within the region. The session features presentations from economic development professionals and planning officials representing the region’s top
markets. (Format: panelist presentations; student Q&A.)

Affordable Housing: Strategies & Obstacles
10:20 to 11:20 a.m. (60 minutes)
RESIDENTIAL
Rapid escalation in housing prices has heightened the need for creative affordable-housing solutions in Northern Colorado. But some projects are getting built. What are some creative solutions to
the affordable-housing crisis, and what role do private groups and governmental agencies such as CHAFA play?

MODERATOR
• Bob Choate, Partner, Coan, Payton & Payne, LLC
PANELISTS
• Terry Barnard, Multi-Family Outreach Mgr., CHFA
• Kristin Fritz, Chief Real Estate Officer, Housing Catalyst
• Cheri Witt-Brown, Exec. Dir., Greeley-Weld Habitat for Humanity
• Ryan Rodgers, SVP/Development, Pedcor Investments LLC
n SESSION OBJECTIVE: Students will learn about factors that affect housing affordability, including supply, demand, municipal growth and zoning policies, inflation and supply-chain issues.
Students will be introduced to a variety of governmental and private-sector initiatives to build affordable housing in the region, as well as how potential buyers can qualify. (Format: panelist
presentations; student Q&A.)
THE RANCH, LOVELAND MARCH 30, 2022
4   |   2022 Northern Colorado Real Estate Summit

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THE RANCH, LOVELAND MARCH 30, 2022
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Commercial & Residential Forecast
11:35 a.m. to 12:50 p.m. (75 minutes)
COMMERCIAL
Commercial Forecast: Office, retail and industrial space are filling up throughout the Northern Colorado. We’ll take a look at major developments and sales, as well as the latest vacancy and leasing
statistics.
SPEAKER
• Ryan Schaefer, CEO, NAI Affinity

RESIDENTIAL
Residential Forecast: What do the latest numbers tell us about the residential market in the Northern Colorado? We’ll examine sales numbers, listings, average and median prices and much more.
SPEAKER
• Dennis Schick, Broker/Owner, Re/Max Alliance
n SESSION OBJECTIVE: Students will gain insight into short- and long-term expectations in Northern Colorado residential real estate market, including assessments of recent sales activity, price
appreciation, appraisal dynamics and competitive bidding. Our instructor also will look at what forces are likely to shape the market in 2022. The session features a keynote presentation from one of
the area’s leading experts on residential real estate. (Format: keynote presentation; student Q&A.)

Anatomy of a Deal
1:05 to 2:05 p.m. (60 minutes)
RESIDENTIAL
Taking a residential project from concept to fruition requires more than just access to capital and available land. Developers and home builders must navigate a complex array of governmental, private
and market roadblocks, including changing economic conditions, lack of water and potential community opposition. What hurdles had to be overcome to bring some of Northern Colorado’s top
projects through their life cycle?

MODERATOR
• Darin Atteberry, Market President, Elevations Credit Union
PANELISTS
• Max Moss, President, HF2M Colorado Inc.
• Patrick McMeekin, VP/Land Development, Hartford Homes
• Larry Buckendorf, Corporate Counsel, Journey Homes
n SESSION OBJECTIVE: Students will learn what it takes to structure a successful residential development project, including adequate capital, water resources, knowledge of demographic shifts,
entitlement and more. Area experts — including a developer, former city manager, land-use attorney and home builders — will relate examples of how specific projects came to market, and the
hurdles they had to overcome. (Format: panelist presentations; moderated panel discussion; student Q&A.)

Institutional Influx
1:05 to 2:05 p.m. (60 minutes)
COMMERCIAL
Large institutional buyers have been snapping up commercial real estate portfolios in Northern Colorado. What types of properties are most in demand, and why has Northern Colorado emerged as
an attractive investment location?

MODERATOR
• Jake Hallauer, President, NAI Affinity
PANELISTS
• Clyde Wood, VP/Commercial Development, McWhinney
• Sal Perdomo, Director of Acquisitions & Development, Titan Development
• Gabrielle Rubenstein, Development Manager, Buckingham Cos.
• Ashley Davidson, VP/Land Development, Cortland
n SESSION OBJECTIVE: Students will learn about the recent demand of national, institutional buyers for commercial properties throughout the region, including what forces are driving increased
investment and price appreciation. The session will explore how this impacts developers and buyers, particularly those operating on a smaller-scale, such as owner-occupiers. (Format: panelist
presentations; student Q&A.)

Icons of Real Estate & Development
2:20 to 3:20 p.m. (60 minutes)
PLENARY
MODERATOR
• Amanda Huston, Partner, Coan, Payton & Payne, LLC
PANELISTS
• Deanna McCrery, Broker Assoc., The Group Inc.
• Lauren Hansen, Retired CEO, IRES
• Stan Everitt, Broker/Owner, Everitt Companies
n SESSION OBJECTIVE: Students will gain an understanding of how some of the region’s leading icons of real estate built successful careers, including lessons on overcoming adversity,
weathering economic downturns, building strong teams and developing a strong foundation of knowledge in how to structure real estate transactions. (Format: panelist presentations;
moderated panel discussion; student Q&A.)
THE RANCH, LOVELAND MARCH 30, 2022
6   |   2022 Northern Colorado Real Estate Summit
THE RANCH, LOVELAND MARCH 30, 2022
2022 Northern Colorado Real Estate Summit | events.BizWest.com/nocoresummit             |   7
                            SPEAKER BIOS
                          DARIN ATTEBERRY                                                         permitting processes necessary to acquire and protect vested development rights.
                          Market President                                                        Mr. Choate received his Juris Doctorate from the University of Oklahoma College of Law
                          Elevations Credit Union                                                 and Bachelors of Science from the University of Texas at Austin College of Communication.
                          Darin Atteberry is market president for Elevations Credit union.        He is a current member and previous chair of the Larimer County Planning Commission,
                          Prior to that, he was the ccity manager for the city of Fort Colli, a   and a current volunteer and prior trustee for the Overland Mountain Bike Association, a
                          position he has held since December 2004.                               local nonprofit dedicated to public lands and trail development.
                          As city manager, Darin led the city government through a time of
                          transformational change, moving the organization from a “trust                                  SARAH CROSTHWAITE
                          us” model to one that uses a data-driven, performance based                                     Economic Development Manager
                          approach. Darin is an advocate for community collaboration                                      Town of Johnstown
                          and has built strong relationships with both public and private                                 Sarah Crosthwaite is a California native from the City of Redlands.
sector partners. He serves as Vice Chair of the Alliance for Innovation and is a member                                   She holds an undergraduate degree in Political Science from
of the Center for Public Safety Excellence Board of Directors. In 2013, Darin was named                                   California State University, San Bernardino. She received her
Entrepreneur of the Year by the Colorado State University College of Business. In 2016                                    graduate degree in Public Administration from California State
he was elected as a Fellow with the National Academy of Public Administration. Recently,                                  University, San Bernardino in December 2017. She recently
Darin received the Colorado Governor’s Citi- zenship medal, recognizing him as a leader                                   began her position as Economic Development Manager for the
who serves the public with innovation, operational excellence and progressive vision.                                     Town of Johnstown. Her efforts focus on business retention
 Prior to coming to Fort Collins, Darin worked with cities in California, Washington, and                                 and expansion, along with attraction and development of major
Georgia. He attended Harvard University’s Senior Executive Program in State and Local             corridors within the community. Prior to her current position she served as the Economic
Government. He holds a Master of Science in Civil Engineering and Master of City Planning         Development Specialist for the City of Fort Morgan for two years.
at Georgia Institute of Technology. He received a Bachelor of Science in City and Regional
Planning from California Polytechnic State University.                                                                     ASHLEY DAVIDSON
                                                                                                                           Director of Operations
                       TERRY BARNARD                                                                                       Cortland
                       Ulti-Family Outreach Manager                                                                        Ashley Davidson has more than a decade of property
                       CHFA                                                                                                management experience spanning across multi-family, mixed
                       Terry Barnard is an affordable housing real estate professional                                     use, office, retail, and garage operations. She brings extensive
                       with more than 22 years of experience in multifamily mortgage                                       expertise in leasing across multiple real estate sectors and
                       lending, underwriting low income housing tax credit (LIHTC) equity                                  providing direct support to tenants to ensure their success.
                       investments, tax credit allocation, and asset management. Terry                                     Ashley is unique in her industry in that she truly values the
                       has worked for the Colorado Housing and Finance Authority                                           partnership between tenant and landlord and believes it has a
                       (CHFA) for over 17 years and currently manages the Multifamily                                      positive multiplying effect on the community. Through unique
                       Production and Outreach activities within the Community                    contract structures, marketing assistance, and program development, she aims to give a
                       Development Division. He also spent nearly 6 years with                    positive experience to our tenants. Ashley holds a Bachelor of Arts degree from University
Enterprise Community Investment in multifamily lending and tax credit syndication. He is          of Texas at Austin in Government.
an accredited LEED Green Associate.
                                                                                                                           WALT ELISH
                         CODY BIRD                                                                                         Business Development Manager
                         Planning Director                                                                                 Town of Berthoud
                         Town of Wellington                                                                                Walt Elish, business development manager for the town
                         Cody Bird is the town planner for Wellington and is responsible                                   of Berthoud, has been active in economic and community
                         for overseeing the planning and zoning department, building                                       development for more than 25 years. During that time he has
                         department, and all planning, development and building activities                                 worked on the local and state and regional levels and successfully
                         of the Town. Cody has a master’s degree in urban and regional                                     implemented two county–wide economic development
                         community planning from Kansas State University, and is certified                                 partnership organizations.
                         with the American Institute of Certified Planners (AICP). Cody
                         served a similar capacity as the city planner for Derby, Kansas
                         before relocating to Wellington in 2017.                                                             STAN EVERITT
                                                                                                                              Broker/owner
                        LARRY BUCKENDORF                                                                                      Everitt Cos.
                        Corporate Counsel                                                                                     Stan Everitt has resided in Fort Collins and Windsor since 1953.
                        Journey Homes                                                                                         He has worked in the family business since childhood, beginning
                        Larry earned a bachelor of science degree in accounting from                                          as a general laborer at the Everitt Lumber Yard. Over the years,
                        Colorado State University (’88) and Juris Doctorate (JD) from the                                     the family business became Everitt Cos. and were prominent real
                        University of Kentucky College of Law (’94).                                                          estate developers in the region.
                        He is general counsel and a principal of Journey Homes LLC,                                           Stan’s interest was in home building and residential development,
                        the largest privately held homebuilding operations in Northern                                        and managed those divisions of the Everitt Companies from the
                        Colorado and Crow Creek Construction, LLC, a pipe infrastructure                                      mid-’80s until 2016, when the company consolidated. Since
                        Company. Mr. Buckendorfoversees the internal management                   that time, he has continued to focus on residential development in Fort Collins, Windsor,
                        of homebuilding operations and direction of all development               Severance and Sheridan ,Wyoming. Over his career, he has overseen the development of
projects. Mr. Buckendorf has extensive land development, project management, finance,             many subdivisions in Fort Collins, such as Oakridge, Timber Creek, Fossil Creek Ranch
legal and accounting experience. Mr. Buckendorf has worked with Mr. Demaske since                 and other smaller developments. In Windsor and Severance, he has planned and built
2001, both focusing on developing the market position of the homebuilding operations. In          Timber Ridge, Hidden Valley, North Shores, Soaring Eagle Ranch Westwood Village,
addition to homebuilding, the Journey Homes organizations develop numerous apartment              and Tailholt. In total, he and his family have developed thousands of lots, built hundreds
projects and formerly banking operations prior to the sale of Advantage Bank in 2019. Larry       of homes and developed innumerable commercial offices, retail centers, apartments
is a member of the Colorado Bar Association and Colorado Board of Accountancy (CPA-               and industrial sites. Overall, Everitt Cos. developments have a sterling reputation of
inactive).                                                                                        quality, innovation, and heightened appreciated value, giving their customers great value
                                                                                                  while ‘raising the bar’ in Northern Colorado. Stan continues to be involved in residential
                         TONY CHACON                                                              development, as well as leading a program known as The Legacy Project here in Northern
                         Redevelopment Program Manager                                            Colorado. He and his wife, Sara, have been married 49 years, have two children living in
                         City of Longmont                                                         Windsor and seven grandchildren.
                         Tony Chacon serves as redevelopment manager with the
                         city of Longmont and brings with him more than 25 years’                                           KRISTIN FRITZ
                         redevelopment and economic-development experience working                                          Chief Real Estate Officer
                         in local government. He has worked previously in such capacity                                     Housing Catalyst
                         for several jurisdictions, including the city & county of Denver,                                  Kristin Krasnove Fritz, Chief Real Estate Officer, has been with
                         Westminster and Aurora. He is a member of the American Institute                                   Housing Catalyst since 2011. Prior to joining the organization
                         of Certified Planners and has served on a number of boards                                         Kristin worked as an urban planner for over ten years. Her
                         focused on brownfields redevelopment and affordable housing.                                       planning work focused on the relationship between health and
                                                                                                                            the built environment, sustainability, housing, and transit-oriented
                         BOB CHOATE                                                                                         development. At Housing Catalyst, Kristin led the development
                         Partner                                                                                            of Redtail Ponds, Village on Redwood and Village on Horsetooth.
                         Coan, Payton & Payne LLC                                                                           She began her career in California’s Bay Area where issues
                         Bob Choate’s practice is focused on complex real estate                  of affordable housing have dominated community conversations for many years. As a
                         development and associated corporate transactions, as well as            developer, she has a passion for incorporating health and sustainability into housing and
                         heavy civil construction.                                                strives to create high quality housing that is both affordable and beautiful. She holds
                         Prior to joining Coan Payton & Payne, Mr. Choate spent many              a master’s degree in City and Regional Planning from Cal Poly, San Luis Obispo and a
                         years as corporate counsel for local governmental entities in            bachelor’s degree in Development Studies from the University of California, Berkeley.
                         Northern Colorado, and has extensive experience navigating the
THE RANCH, LOVELAND MARCH 30, 2022
8   |   2022 Northern Colorado Real Estate Summit

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                            SPEAKER BIOS

                         PATRICK GIRON                                                                                    TYLER JAMES
                         Director / CEO / President                                                                       Broker associate
                         Brighton Economic Development Corporation                                                        Re/Max Alliance
                         A proud Colorado native, Patrick joined the Brighton Economic                                    Tyler is consistently a top producing agent, belonging to REMAX
                         Development Corporation (Brighton EDC) in July of 2016. Patrick                                  Hall of Fame and a yearly member of the prestigious RE/MAX
                         came to the Brighton EDC after spending 13 years with the city                                   Platinum Club. Prior to joining The Kinzli Team, he spent 15 years
                         of Denver at the Denver Office of Economic Development, most                                     in the hospitality industry and most recently at the Convention
                         recently as Economic Development Supervisor, where he led                                        and Visitor Bureau. He was a leader in his industry and was a
                         a team of business development representatives in business                                       destination expert for people visiting and moving to the area. This
                         retention and expansion activities for Denver and implemented                                    extensive knowledge of Fort Collins has made Tyler the Kinzli
                         many components of Denver’s annual economic development                                          Team’s “Fort Collins Expert.”
strategic plan. He also worked as a Business Analyst and Business Specialist in workforce
development while in Denver. Prior to working in Denver, Patrick was a manager in the                                     DEANNA MCCRERY
telecommunications industry for several years with MCI Worldcom, TCI, and Rhythms                                         Broker Associate
NetConnections leading national deployment teams and handling high profile escalations                                    The Group INc.
for large business customers, among other duties.                                                                         Deanna started with The Group in 1991 as the receptionist. From
                                                                                                                          that role she transitioned to other administrative roles within The
                          JAKE HALLAUER                                                                                   Group and became licensed in 1994. Her entire real estate career
                          President / Principal                                                                           has been with The Group specializing in residential real estate,
                          NAI Affinity                                                                                    working both resale and new construction. She works with large
                          Jake is the President of NAI Affinity (formerly known as Chrisland,                             builders like Village Homes and Lennar along with local builders.
                          Inc.). The Affinity Real Estate Partners family of companies                                    She has been involved in more than 2000 transactions. She holds
                          includes NAI Affinity, a Northern Colorado based commercial                                     several additional real estate designations. Deanna has enjoyed
                          real estate brokerage which is an affiliate of NAI Global, and          being involved in the community having served on the boards of Junior League, Respite
                          Affinity Partners, LLC, a real estate investment and development        and WomenGive. She is also a trustee for the Women’s Foundation of Colorado. In 2007,
                          company. Jake has brokered numerous real estate transactions.           she took a two-year sabbatical and worked for a year as a concierge at The Bellagio. She
                          Notable transactions include: the sale of The Preserve at the           has 2 children and 4 grandchildren all who live in Colorado.
                          Meadows, a 220 unit Class A apartment community in Fort
Collins, brokerage of development land for approximately 2,500 multifamily units (including                               PATRICK MCMEEKIN
market rate, LIHTC and age restricted projects), representing Midwest Engineered                                          President of Land Development / Principal
Systems, Inc. in the acquisition of a 47,000 square foot manufacturing building in Loveland,                              Hartford Homes
CO and subsequently brokering a lease for the facility with Rubadue Wire, representing                                    Patrick McMeekin is the vice president of land development and
Rodelle, Inc. in a 30,000 square foot expansion of their existing Fort Collins, CO facility.                              a partner at Hartford Homes. At Hartford, he oversees acquisition
                                                                                                                          of real estate, project entitlements, and horizontal development. In
                          LAUREN HANSEN                                                                                   addition to the above, he manages the corporation’s water-rights
                          Retired CEO                                                                                     portfolio. He has worked on development projects in all the major
                          Information and Real Estate Services, LLC (IRES)                                                Northern Colorado municipalities, which together total more than
                          Lauren Hansen retired as the CEO of IRES LLC in early 2022.                                     5,000 units. Prior to joining Hartford in 2016, he was the chief
                          She led the organization since its formation in the mid 1990s.                                  operating officer at Water Valley Land Co. Patrick is a graduate of
                          Her earlier career included a decade as the Executive Officer           Colorado State University.
                          of the Estes Park Board of Realtors, followed by the Executive
                          Director role for Tri-City Services, the regional MLS (Multiple                                 STACY MILLER
                          Listing Service) serving Fort Collins, Greeley and Loveland. Tri-City                           Director of Economic Development
                          Services eventually merged into the larger regional MLS, IRES.                                  Town of Windsor
                          A self-proclaimed database geek, she guided IRES through the                                    Stacy Miller has been Windsor’s Director of Economic
transition from a national MLS provider to a custom designed system that launched in 2001                                 Development since 2011. She has over 21 years of experience
– the same year Apple introduced the iPod and Napster reached 26M users. Since that                                       serving communities throughout the Front Range. Prior to
time, the IRES MLS system has continually evolved and received national recognition for                                   coming to the Town of Windsor, Miller worked as the Director of
innovation and customer satisfaction.                                                                                     Business Retention and Expansion for the Northern Colorado
                                                                                                                          Economic Development Corporation. She also served the City of
                         LANDON HOOVER                                                                                    Lakewood as an economic development specialist. Miller received
                         Owner/CEO                                                                                        her undergraduate degree in Journalism, Public Relations and
                         Hartford Homes                                                           Advertising Media from the University of Northern Colorado. Miller is also a graduate of the
                         Landon Hoover joined Hartford Homes in 2012 and ascended                 University of Oklahoma Economic Development Institute.
                         from an analyst to vice president of land development to
                         president, eventually acquiring the company in 2016. Prior to                                      MAX MOSS
                         Hartford Homes, Hoover was a strategy and operations consultant                                    President
                         for Deloitte Consulting. Hoover has a bachelors of business                                        HF2M Colorado Inc.
                         administration in finance and business honors from The McCombs                                     Max grew up in Texas as the son of a Texas high school football
                         School of Business at The University of Texas at Austin. He serves                                 coach. A graduate of Rice University, Max spent 10 years in
                         on the Poudre Valley Fire Protection District (PVFPD) and Habitat                                  the high tech industry with IBM and others before moving into
for Humanity Fort Collins boards.                                                                                           commercial real estate with Trammel Crow and CBRE in Austin.
                                                                                                                            Max spent 8 years in commercial real estate endeavors in Austin.
                         AMANDA HUSTON                                                                                      The next 10 years were spent leading an ownership team of a
                         Partner                                                                                            diverse commercial real estate portfolio across the country. This
                         Coan, Payton & Payne LLC                                                                           included hotels, office/industrial properties and development and
                         Amanda Huston focuses her law practice on corporate and real             oversight of multi city operating businesses in North Dakota serving the Bakken Oilfield.
                         estate related matters including: purchase and sale transactions;        This broad background has served well in the town planning for Montava. Montava is an
                         business organization; land planning and development; and                ambitious master planned community in Fort Collins built on the foundation of local food
                         commercial loan transactions.                                            production, conservation of natural resources, new urbanism design where walking and
                         Ms. Huston holds a Bachelor of Arts degree from the University of        biking are emphasized over car dependent sprawl. A complete community that includes
                         Northern Colorado. She majored in communication studies and              schools, community parks, public civic facilities and services, businesses and Natural
                         minored in political science. Ms. Huston also earned a Master            Areas. In order to provide a predictable and affordable water system for this project Max’s
                         of Arts in communication studies from the University of Northern         team is currently pursuing a creative water solution as well.
Colorado while serving as an instructor of public speaking and first year experience
courses. Prior to attending law school, Ms. Huston worked at the Greeley Downtown                                         BOB PAULSEN
Development Authority where she developed a passion for helping businesses become                                         Current Planning Manager
successful. Ms. Huston graduated Order of the Coif from the University of Denver Sturm                                    City of Loveland
College of Law in 2016, earning a certificate in corporate and commercial law. While in law                               Bob Paulsen moved to Northern Colorado in 2006 to become
school, she served as an articles editor on the Denver Law Review and as editor in chief of                               the Planning Manager for the City. He has always had a passion
Race to the Bottom, a collaborative blog covering current laws and regulations governing                                  for planning, the built environment, and working collaboratively
corporations. She was also a recipient of the Excellence in Land Use Law Student award                                    on innovative design ideas. He studied planning at the University
from the Rocky Mountain Land Use Institute.                                                                               of New Mexico and received a bachelor’s of arts in American
After law school, Ms. Huston clerked at for the Honorable David M. Furman at the                                          Studies at The Evergreen State College in Olympia, Washington.
Colorado Court of Appeals. Prior to joining Coan, Payton & Payne, LLC, Ms. Huston spent                                   He has worked in both the public sector as a planner and planning
6 weeks in an intensive Spanish immersion program in Spain. She is a member of the                                        manager for the City of Albuquerque and in the private sector
Colorado Bar Association (Business Law Section) and the Denver Bar Association.                   as a planning consultant for URS and at his own planning consulting business. Bob is a
                                                                                                  member of the American Institute of Certified Planners and runs the City’s development
                                                                                                  review team.
THE RANCH, LOVELAND MARCH 30, 2022
10    |   2022 Northern Colorado Real Estate Summit

                                                                                         Innovating in a New Market: Challenges for Clean-Tech Startups
                                                                                         Most clean-tech companies are early-stage, with many struggling to es-
                                                                                         tablish international partnerships. While Asian and European economies
                                                                                         are ahead of the U.S. in terms of carbon taxes, mandates and incentives,
                                                                                         U.S. companies often lag behind. What strategies can clean-tech startups
                                                                                         employ to achieve breakthroughs in advancing their technologies and
                                                                                         businesses?

                                                                                         Ready or Not?
                                 May 4, 2022                                             Technologies and renewable-energy solutions require significant changes
                           The Ranch, Loveland                                           on the part of municipal governments. How are local cities prepared to
                                                                                         accommodate new electric-vehicle charging stations, increased solar and
                           8:30 – 3:30 Live Event                                        deployment of batteries?
              Visit: https://events.bizwest.com/net-zero-cities/
                                                                                         Regulatory Environment
                                                                                         Have a national speaker come in to talk about regulations that will be put
     From energy to waste, an increasing number of cities are                            in place for the next 20-30 years. What burdens will be placed upon the
     seeking to achieve aggressive sustainability-related goals.                         private sector? What investors in clean infrastructure will demand?
                                                                                         Colorado Energy Office: Pollution Reduction Roadmap. Key steps for
     But what does it mean to be “net-zero?” This event will                             2030: Shift to renewable energy, accelerate shift electric cars, buses, etc.,
     unpack what it means for cities and counties and the reason                         etc. This is what we’d have to do to reach the goals. What does it mean for
     behind the movement, as well as address implications for                            a building owner. Will Toor?
     the private sector and the regional population at large.
                                                                                         Reinventing Existing Buildings
                                                                                         Have a single building or a house that you want to take to net zero? This
     Climate Action Bootcamp                                                             panel will discuss best practices and top strategies for conversion of
     Go beyond scientific analyses of climate change to learn practical and              existing properties.
     proven strategies for climate action on an individual-company level. This
     session will provide resources and information that will enable public,             Net Zero for Campuses
     private and nonprofit organizations to: reduce their own emissions, reduce          Large-scale collections of buildings pose unique challenges for con-
     value-chain emissions, integrate climate into their business strategy and           version to net zero emissions. What are some strategies that property
     influence climate action in society.                                                owners can employ to convert cities, business districts, business parks or
                                                                                         other campuses to a net-zero future?
     Colorado 100
     NREL’s groundbreaking report, LA100: the Los Angeles 100% Renewable En-             Emerging Technologies
     ergy Study, provides a case study for how communities in Colorado could             Panel on emerging technologies and thinking outside the box. Innovative
     achieve 100% renewable-energy status. We’ll discuss lessons learned, and            ways of doing things. Attendees will want to come away with something
     see what local communities are leading the charge.                                  they can implement within the next year.

                                    For Information about sponsorships or vendor booths                                       Sponsor:
                                    please contact Jeff Nuttall – jnuttall@bizWest.com

            Research just got a
             whole lot easier.
                BREAKINGGROUND.BIZ

                 BizWest
2022 Northern Colorado Real Estate Summit | events.BizWest.com/nocoresummit          |   11
                            SPEAKER BIOS

                        JASON POCK                                                                                     BENJAMIN SNOW
                        VP/Land Acquisitions & Entitlements                                                            Economic Health & Housing Director
                        Richmond American Homes                                                                        City of Greeley
                        Jason Pock is Vice President of Land Acquisition & Entitlements                                Ben Snow serves as director of economic health and housing for
                        at Richmond American Homes. He is a native of east Denver. He                                  the city of Greeley, where he actively works to drive economic
                        obtained a B.S. from Carnegie Mellon University and a J.D. from                                development and prosperity for residents of Greeley and Northern
                        the University of Denver. He holds active law and title insurance                              Colorado. Previously, he served as the president of the Rapid City
                        producer licenses. He has worked in land acquisition and land                                  Economic Development Partnership, a public/private nonprofit
                        entitlements in the home building industry for more than a decade.                             organization in the Black Hills of South Dakota. Prior to that, he
                                                                                                                       was based in metro Denver and served in several economic-
                                                                                                                       development leadership capacities, including executive director
                         RYAN RODGERS                                                          for the Parker Economic Development Council, president and CEO of the Parker Chamber
                         SVP/Development                                                       of Commerce, and business development manager for the Denver South Economic
                         Pedcor Investments LLC                                                Development Partnership.
                         Ryan Rodgers graduated from Purdue University with a B.A.
                         in Political Science and Psychology, and he graduated with a                                   CHERI WITT-BROWN
                         Juris Doctor degree from Indiana University Maurer School of                                   Executive Director
                         Law. After graduation Mr. Rodgers joined Barnes & Thornburg                                    Greeley-Weld Habitat for Humanity
                         as an associate in the Creditors’ Rights and Real Estate practice                              Cheri Witt-Brown joined Greeley-Weld Habitat for Humanity
                         groups. His legal practice focused on working with institutions in                             in 2015 and has served as its Executive Director since May of
                         restructuring, bankruptcy, and acquisitions along with commercial                              2016. Cheri brought to GWHFH 28 years of experience in land
                         and real estate transactions. Mr. Rodgers joined Pedcor in 2011                                development, general contracting, banking, non-profit, and
and has led multifamily development in multiple states, including Colorado, increasing                                  leadership.
Pedcor’s multifamily portfolio by thousands of units.                                                                   Cheri led Greeley-Weld Habitat’s team to co-develop with
                                                                                                                        Commonwealth Companies a 12-acre, 95-unit affordable
                       GABRIELLE RUBINSTEIN                                                                             housing community, 27 Habitat homes, and 68 Commonwealth
                       Development Manager                                                     townhomes and cottages to replace half of the affordable homes lost in Evans during the
                       Buckingham Cos.                                                         2013 flood. Cheri and the Greeley-Weld Habitat Development team’s next project is a
                       Gabrielle Rubinstein has been in the real estate industry               40-acre affordable community that will bring 491, climate friendly, housing units to Greeley
                       since 2016, and serves as the development manager for the               in partnership with Greeley based Richmark Companies. The City of Greeley City Council
                       Buckingham Cos., an Indianapolis-based national multifamily             appointed Cheri in 2021 to serve as a board member on the city of Greeley Water & Sewer
                       developer. She is responsible for site selection, due diligence and     board.
                       entitlements in Colorado, Florida and Indiana. She is working on
                       several Northern Colorado projects.                                                               CLYDE WOOD
                       Previously, she specialized in the Low-Income Housing Tax Credit                                  Vice President of Commercial Development, Northern Colorado
                       for the multifamily market, having worked in Colorado, South                                      McWHINNEY
Carolina and Oklahoma. She is an Indiana University undergraduate with a master’s degree                                 As Vice President of Commercial Development for McWHINNEY,
in finance.                                                                                                              Clyde is responsible for sourcing, evaluating and ultimately
                                                                                                                         executing on commercial development opportunities in Northern
                        RYAN SCHAEFER                                                                                    Colorado. Clyde leads the commercial team through all phases of
                        CEO / Principal                                                                                  the development cycle, from conception to completion, including
                        NAI Affinity                                                                                     market analysis, underwriting, zoning research, consultant
                        Ryan Schaefer is CEO of NAI Affinity and manager of Affinity                                     selection and oversight, permitting, construction, and project
                        Partners LLC. Over the course of his 20+ year career, Schaefer                                   close-out. He is also responsible for negotiating leases and
                        has brokered hundreds of millions of dollars’ worth of transactions,   fostering relationships with the broker community to ensure McWHINNEY is on “first call”
                        including residential and commercial land, investment sales,           list for brokered opportunities. Clyde holds a dual Bachelor of Arts in Communications
                        industrial facilities, anchor retailer transactions, restaurants and   and International Relations from Syracuse University and earned his Master of Real Estate
                        corporate office and medical buildings. Schaefer co-founded            Development (MRED) from the University of Southern California.
                        Chrisland Inc. in November 2003. Chrisland changed its name to
                        Affinity Real Estate Partners Inc. in February 2019.                                             LUCAS WORKMAN
                                                                                                                         Economic Development Coordinator
                        DENNIS SCHICK                                                                                    Town of Erie
                        Broker / Owner                                                                                   Lucas Workman has worked in the Economic Development
                        RE/MAX Alliance                                                                                  Industry in various capacities at the regional, international and
                        Dennis Schick is a managing broker and owner with RE/MAX                                         municipal level. He is a motivated and creative problem solver
                        Alliance. RE/MAX Alliance in Northern Colorado has 300 brokers                                   with professional expertise in social entrepreneurship, fostering
                        and an additional 700 brokers with Alliance throughout the Front                                 entrepreneurial ecosystems, workforce development systems
                        Range. He also has ownership in Home Mortgage Alliance                                           and program management, negotiating development and
                        and Alliance Insurance. Dennis has more than 30 years of new                                     commercial agreements and building strong fruitful relationships
                        construction experience. He has been with RE/MAX for 16 years                                    with stakeholder. For the past 2.5 years Lucas has worked for the
                        and represents builders, buyers and sellers throughout Northern        Town of Erie, one of the fastest growing communities in the Front Range. Before his current
                        Colorado.                                                              position, Lucas was employed at Zayo Group where he worked on CSR initiatives and
                                                                                               business development. He co-founded Fair Fiber, a startup with a sustainable and ethical
                    JASON SHERRILL                                                             commitment to Peruvian alpaca farmers, worked in Ecuador for workforce development
                    CEO                                                                        and at Upstate Colorado ED Corp attracting primary employers.
                    Landmark Homes
                    Jason partnered to form Landmark Homes in 2005, prior was a                                         LAWRENCE YUN
                    partner in multiple home building ventures starting in 1995. As                                     Chief Economist
                    Chief Executive Officer and Founder at Landmark, Jason focuses                                      National Association of Realtors
                    on product development, company vision and strategies, and                                          Lawrence Yun is Chief Economist and Senior Vice President of
                    banking/partner relations. Since the inception, Landmark Homes                                      Research at the NATIONAL ASSOCIATION OF REALTORS®. He
                    has delivered over 2000 homes. As a graduate from Colorado                                          oversees and is responsible for a wide range of research activity
                    State University with a BS in Landscape Architecture in 1988                                        for the association including NAR’s Existing Home Sales statistics,
                    he applies his design and planning background to all aspects of                                     Affordability Index, and Home Buyers and Sellers Profile Report.
Landmark Homes product concepts, planned communities and market placement.                                              He regularly provides commentary on real estate market trends for
                                                                                                                        its 1.4 million REALTORS®.
                          PAUL SIZEMORE                                                                                 Dr. Yun creates NAR’s forecasts and participates in many
                          Interim Director of Community Development and Neighborhood           economic forecasting panels, among them the Blue Chip Council and the Wall Street
                          Services                                                             Journal Forecasting Survey. He appears regularly on financial news outlets, is a frequent
                          City of Fort Collins                                                 speaker at real estate conferences throughout the United States, and has testified before
                          Paul Sizemore is the Interim Director of Community Development       Congress. He also participates in the Industrial Economists Discussion Group at the Joint
                          and Neighborhood Services for the City of Fort Collins, CO. He       Center for Housing Studies of Harvard University. He has appeared as a guest on CSPAN’s
                          is a professional planner and public administrator with nearly       Washington Journal.
                          18 years of experience in municipal governance in Florida and        Dr. Yun received his undergraduate degree from Purdue University and earned his Ph.D.
                          Colorado. He has been with the City of Fort Collins for 8 years.     from the University of Maryland at College Park.
                          Paul’s background includes comprehensive planning and zoning,
                          transportation and Transit Oriented Development planning, as well
as project and program management. He is an alumnus of the University of Miami and the
University of Central Florida.
12   |   2022 Northern Colorado Real Estate Summit

                                                                                                   Where your
                                              A Home.
                                                                                                    heart is.

               The Elevations Northern Colorado Team.
               It’s how your community can help you build your dream.

                 Dave Armstrong                  Dexter Finley                 Bryan Fuqua                Anita Kelly               Casey Kiser
                  Mortgage Lending              Mortgage Lending             Mortgage Lending           Mortgage Lending          Mortgage Lending
                   970.388.3903                 970.488.0996                   720.257.4208              970.430.2345              708.704.9416
                     NMLS 409932                     NMLS 983974                NMLS 1226160               NMLS 377922               NMLS 729436

                   Peggy Kramer                  Kelley Spight                 Jason Barnes              Paul Watkins             Darin Atteberry
                  Mortgage Lending              Mortgage Lending            Commercial Lending         Commercial Lending       NoCo Market President
                   970.231.6787                  970.617.4034                  970.231.7800              970.267.7699              970.217.8889
                     NMLS 667668                   NMLS 420438                   NMLS 508548              NMLS 1392625

              Voted “Best Mortgage Lender” Along the Front Range.*
              * Based on voting by the readers of the Daily Camera and Loveland Reporter-Herald.

              Proud sponsor of the 2022 Northern Colorado BizWest Real Estate Summit

                                                                                  Personal & Business Banking l Business, Commercial and Mortgage Loans
                  Equal Housing Opportunity   Federally insured by NCUA                                 elevationscu.com/mortgage l 970.667.8585 x 2289
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