Sun, August 30 - Wednesday, September 2, 1998, Atlanta, Georgia.
Attendance - 101, representing 87 institutions.
RESULTS OF THE INTEREST SURVEY
Saturday - August 29, 1998
- Early Arrivals check-in at Omni Hotel at CNN Center
- Hospitality Suite at Hotel Open (Pheonix Suite, 15th Floor)
- Golf - suggested location: Stone Mountain Park
- Local Tours on Your Own: CNN Studio Tour, Underground Atlanta,
Stone Mountain Park, Grant Park Zoo and the Cyclorama (depicts
the Battle of Atlanta); Six Flags Over Georgia and White Water
Park.
Sunday - August 30, 1998
- 7:00 a.m. Tennis - meet at Hotel Front Desk. Suggested location
Georgia Tech Tennis Complex located 1-mile north of the Omni
Hotel @ CNN Center
- Arrivals Check-in Omni Hotel at CNN Center and pickup Registration
Packets
- Hospitality Suite open (Pheonix Suite, 15th Floor)
- Golf Tournament (location TBA)
- Local Tours on Your Own: CNN Studio Tour, Underground Atlanta,
Stone Mountain Park, Grant Park Zoo and the Cyclorama (depicts
the Battle of Atlanta), and/or Six FlagsOver Georgia and White
Water Park.
CONFERENCE BEGINS
5:00-9:30 p.m. Evening Reception at the Omni Hotel, tour
of the Rialto Theater, dinner at The Commerce Club
- Welcome to AUREO Conference - Gerald Haarer, AUREO President
- Welcome to Atlanta and Georgia State University - Darryl Chaney,
AUREO Vice President
- Preview of AUREO Program - Mary Sapp, University of Missouri
System
- Guest Tour Packages and Choices from Atlanta Visitors and
Convention Bureau - JoeFisher, Georgia State University
- Announcements and Tips on transportation in Atlanta - Peter
Hickey, University System of Georgia
Monday - August 31, 1998
7:45am-11:45am Late Registration - Elizafield Foyer
7:00-8:00 Continental Breakfast
8:00 Welcome and Announcements - Gerald Haarer & Darryl
Chaney
"The 1996 Centennial Olympic Games Impact on Georgia
State University and Atlanta" - Dr. Carl Patton,
President of Georgia State University
8:30 SHOWCASE Georgia State University Venture - Chaney
& Fisher
9:45 Morning Seminars I
Lease Issues: The University as Tenant Educational
institutions spends thousands of dollars every year renting space
for programs that won't fit on campus. This session will
be a thorough, hands-on look at dealing with space leases from
the tenant's point of view. Issues/solutions for reviewing
and managing these leases will be discussed, including: rent
escalations, operating cost pass-through's, defining the proper
premises, non-disturbance, insuring tenant fixtures and equipment,
executive cancellation clauses in state & federal leases,
sub-letting and recapture, notice, rights to cure, and tenant
build-out. A checklist for reviewing leases will be provided.
John Majeroni and Jeff Koenig.
Facilitated Roundtable: Antenna & Cell Sites
This roundtable discussion will focus on such issues
as appropriate lease terms, how to negotiate those terms, compensation
and key issues which should be considered when entering into such
leases. Attendees can expect to share examples of both good and
bad leases. Jeff Lipton, Chair. Suggestions to Lipton.
10:45 Break
11:00 Morning Seminars II
Real Estate Databases and Software A
variety of software and databases are available for property management,
including those for maintaining property inventories, tracking
and scheduling repairs, and recording receipts and expenses. This
session will provide information about software in use at AUREO
institutions. Joe Maguire, Chair. Volunteer/Suggestions to Maguire
Buying Real Estate for the University Neal Lessenger,
Chair, Volunteer/Suggestions
to Lessenger
Facilitated Roundtable: Charitable Remainder Trusts
New rules, the 10% rule and flip trusts for example,
plus new strategies needed to land those CRTs in this competitive
market of lowered capital gains and over bid offers by REITs and
investors fat with Wall Street profits. What are our new tools?
How can we compete? How can we best serve our donors? A moderated,
interactive, discussion. Attendees should come prepared to share
with one another their questions, experiences and knowledge. Dennis
Torres, and David Lacy (Tax Counsel, Office of General Counsel,
University of Texas System), Chairs.
12:30 Lunch. Speaker - Mr. Reynolds Couch,
MAI (Director - Financial Services, Cushman & Wakefield) "The
Internationalization of North American Commercial Real Estate"
2:00 Afternoon Sessions
Research Parks Representatives from several
University research parks will discuss the lessons they have learned
in development, leasing and operation of University Research Parks,
including tenant and neighborhood relations. Volunteer/Suggestions
to Mah
Gift Real Estate A discussion of real estate gifts:
handling of offers, inspections, reviews, acceptance and maintenance.
Kathy Libersat, Chair. Volunteer/Suggestions to Libersat
Facilitated Roundtable: Linking Real Estate Decisions to
Institutional Strategies How many times have you
analyzed a real estate deal for your institution only to realize
that there's another "value" that can't be quantified
that deals with "larger institutional strategies/issues"?
University real estate decisions do not stand alone ...
the bricks and mortar are solutions to and part of the University's
short- and long-term objectives. How does your institution make
sure its real estate decisions fit within the institutional objectives.
Please come prepared to share ideas and strategies with your peers...
Any and all volunteers to serve as "informal" panelists
are welcome! Chair: Jody Winter Volunteer/Suggestions to Winter
3:30 Break
3:30pm Free Time - Walking tour of the CNN Center,
Georgia Dome, and The Georgia World Congress Center
5:00pm Walking tours of Georgia State University
6:00-7:30pm Dinner at the Georgia Railroad Freight
Depot
7:30-10:00pm Tour of the World of Coca-Cola / Underground
Atlanta and/or Turner Field for the Atlanta Braves vs. Houston
Astros Baseball Game
Tuesday - September 1, 1998
8:00am-9:00am Continental Breakfast
9:00am Morning Seminars I
Real Estate Resources on the Net The Web is becoming the universal library. Websites valuable
to Real Estate professionals will be displayed and discussed.
Attendees should bring URLs of their favorite websites to share
with the group. Suggestions to Sapp
Ground Leases
Topics will
include ground leasing for a mixed use development, the impact
of off-balance sheet development projects on debt capacity, ground
lease terms for different types of ground leases, and tips to
protect the institution. The speakers will be: Nancy E. Kossan,
Chair, Director of Real Estate Development, University of California,
San Diego; Jane Cleveland, Director, Community Relations, Vanderbilt
University; Alan S. Prickett, Senior Real Estate Officer, University
of Texas System; C. Gerald Haarer, Director of Land Management,
Michigan State University.
Facilitated Roundtable: Business Plan Development for the
Real Estate Department In many aspects,
the institutional real estate department functions just like a
business. This participatory round-table session will focus
more on how a department functions rather than how it is organized.
Who are our customers? How do you "market"
your services to the institution? What are the typical costs?
What activities do you out-source? What products and
services do you offer? How do you measure success? What
reports do you generate to whom? Where does your income come from?
It will be a chance to discuss with and question your peers.
Thomas P. LiVigne, Chair. Suggestions
to LiVigne
10:15am Break
10:30am Morning Seminars II
Dealing with Appraisers and Consultanst Dr. Terry
Love, MAI and Dr. Carl Tschappat, MAI
Real Estate Broker Selection Connie Miller, Chair.
Suggestions to Miller
Facilitated Roundtable: Internet Applications This roundtable discussion
will focus on current and planned uses of the Internet for real
estate activities. Jeff Potter, Chair. Suggestions
to Potter
12:00pm Luncheon Meeting, Speaker
- AUREO Business Meeting & 1999 AUREO Conference
@ Pepperdine University
2:15pm Afternoon Seminars
How to Make Effective Real Estate Presentations Mr. Allen Brown, Ackerman
& Company
Organizational Benchmarking The word "benchmarking"
is so new that it is not even included in many dictionaries, but
many institutions are being asked every day to determine benchmarks
which will be used to measure the adequacy of staffing, workloads,
and performance of assignments. This session will explore how
university real estate departments are addressing this issue and
what kind of benchmarks are being established by those departments.
Neil Lessenger, Chair.
Suggestions to Lessinger.
Facilitated Roundtable: Small Business Incubators
Much of the interest which was once focused on the establishment
of research parks in recent years has been redirected toward small
business incubators. This discussion group will share information
on the experience that different institutions have had creating
and operating incubators. Topics likely to be discussed include
lease terms, services offered, the administration of incubators,
and graduation of tenants to research parks. Phil
Trussell, Chair. Suggestions
toTrussell
6:00pm Buses load for trip to Stone Mountain Park
6:00pm Stone Mountain Park for Dinner, Gondola Trip,
and Laser Light Show.
7:45pm Early Bus returns to Omni Hotel at CNN Center
10:45pm Buses return to Omni Hotel at CNN Center
Wednesday - September 2, 1998
8:00am-9:00am Hot Breakfast Buffet
9:00am Morning Seminars I
Facilitated Roundtable: Open Discussion Ask
questions and/or comment on any topic on your mind, including
items affecting your position, your department, your institution,
and AUREO. It will be a good opportunity to commiserate about
the past, problem solve about the present, and brainstorm about
the future. Moderator: Mary Sapp Suggestions to Sapp
Organizing the Real Estate Department Volunteer/Suggestions to Susan Carlson Weinberg
10:15am Break (no drinks or food)
10:30am Morning Seminars II
Real Estate Investment Returns: Calculating & Reporting
Dr. Terry Grissom, Associate Professor of Real Estate, Georgia
State University, College of Business Administration
Design & Construction of Tenant Improvements
Joe Fisher & Harvey Shumpert, Georgia State University,
Office of Design and Construction Services
12:00pm Final Wrap-up, Conference Adjourns
1:00 Hotel Check-out
Past
Conferences