April 15-16, 2021
Balboa Bay Resort • Newport Beach, CA

Register Now

Up & Coming Trends

We are thrilled to announce that Geraci Media will move forward with Innovate 2021 in person. Our top priority is planning the Innovate you know and love while carefully considering the health and safety of all Innovate participants and Balboa Bay Resort staff. Rest assured we will follow all social distancing and PPE guidelines to ensure your peace of mind and a successful event.

Join us (safely!) in April as we dive into the up-and-coming trends in the non-conventional lending space, update you on the status of the industry, give space for networking and community, and more.

Email R.Keys@Geracillp.com with any questions.




Event Speakers

Schedule

April 15, 2021 (all times are in PDT)

3:00pm - 5:00pm Sponsor set up
7:00pm - 9:00pm Cocktail Reception – Indoor & Outdoor venue

April 16, 2021 (all times are in PDT)

8:00am - 6:00pm Registration Opens – iPad check-in system (Sanitizer will be provided)
Pick up personalized headphones for event
8:00am - 8:45am Breakfast – Individually Served/ Packaged Meals with Touchless Coffee
9:00am - 9:20am Welcome to INNOVATE 2021
9:20am - 10:20am CRE Plays in 2021. Dun, dun dun…
Skilled CRE bridge lenders are adept at figuring out how to navigate transitionary real estate. From major conversion projects to financial bridges between anchor tenants, they have been able to figure out how to understand the story of a successful transition. The pandemic has forced even the best operators to re-evaluate their practices. Unlike residential real estate, commercial real estate remains an increasingly unpredictable asset class. Hear from those who continue to thrive about how they have managed to beat the odds in CRE.
10:20am - 10:45am Brella Networking Break
Schedule private 1-1 or group meetings with other attendees via Brella
10:45am - 11:30am On Offense or Defense? Managing Loan Defaults in 2021
2020 brought a new series of challenges for loan defaults. First with a rush of forbearance requests. Then an unprecedented number of workouts to try to avoid foreclosure. Then a litany of state and federal measures aimed at disrupting the foreclosure process. Lenders have often had to become special servicers just as much as they are loan originators. Our panel will provide guidance on how to skillfully navigate borrower defaults and the lessons they have learned along the way. Understand how the best make sure they get their money back.
11:30am - 11:45am Brella Networking Break
Schedule private 1-1 or group meetings with other attendees via Brella
11:45am - 12:30pm Opportunities in 2021 from the Brokers’ POV
Mortgage brokers have always been at the forefront of opportunity. They are interfacing in real time with a borrower base who is novel, creative and indicating where the future of mortgage lending is headed. From build-to-rent planned development units, to the re-imagined office. Hear from our all-star panel about where they see the greatest opportunities for growth in 2021 and beyond.
12:30pm - 1:30pm Lunch – Hosted by Geraci LLP – Individually Served/ Packaged Meals
1:30pm - 2:00pm Brella Networking Break
Schedule private 1-1 or group meetings with other attendees via Brella
1:00pm - 2:00pm Networking Activity – Socially Distanced
2:00pm - 2:30pm Brella Networking Break
Schedule private 1-1 or group meetings with other attendees via Brella
2:30pm - 3:30pm Construction Lending during the pandemic and post-pandemic world
Construction lending has always been about optimism towards the future. In order to be optimistic, lenders must have a level of certainty about what the future brings. 2020 was a year which uncertainty is an understatement. However, those that continue to make big construction loans do so with big opportunities available to them. Hear from some of the best in the industry to understand how they can make large construction loans despite a rapidly changing situation.
3:30pm - 4:00pm Brella Networking Break
Schedule private 1-1 or group meetings with other attendees via Brella
4:00pm – 5:00pm Explosive growth with Cannabis Lending
After the 2020 elections, medicinal cannabis is now legal in 36 states and recreational use is permitted in 15. The drum beat towards a national legalization policy beats louder than ever. Many lenders have tried to find ways to capitalize on this opportunity and many have failed. Pelorus Equity is one of the few lenders who have been able to ride the Green Rush and truly take a market dominant position. Their CEO will provide insight to understand how they have been able to outperform the competition.
5:00pm – 6:00pm Cocktail Hour – Hosted Outside on Coconut Grove Patio

Registration Pricing

Details Price Qty
Early Bird Ticket $695.00 (USD)  
General Ticket $795.00 (USD)   Goes On Sale
February 1, 2021

Cancellation Policy

Testimonials