John Ross, CEO of Summit Realty Ventures ("Summit"), on the investment opportunities in the US commercial real estate market.

1. IFG WEALTH MANAGEMENT FORUM
THE PREMIER EVENT FOR NORTH AMERICAN FAMILY OFFICES
April 23-24, 2012, The Ritz-Carlton, Phoenix, Arizona
www.ifgwealthmanagement.com
Summit Realty Ventures on the US
Commercial Real Estate Market
FOR IMMEDIATE RELEASE
“We continue to see historic opportunities to holdings and take advantage of the historic market
acquire commercial real estate assets at attractive opportunities. Additionally, commercial real estate
discounts to historical valuations and replacement has traditionally been a hedge against inflation. Interview with:
cost metrics,” says John Ross, CEO of Summit. “Re- People with cash are now in a good position to take John Ross
CEO
evaluations started a few years ago and will advantage of market discrepancies.
Summit Realty Ventures
continue for the next few years as debt maturities
(“Summit”)
occur and REO assets come to market,” John What should family office investment officers
Ross added. take into account before investing? John Ross, CEO of Summit
Realty Ventures
Ahead of the IFG Wealth Management Forum 2012 John Ross – The two primary things to consider are (“Summit”), on the
in Phoenix, Arizona, April 23-24, John Ross talks the strategy and the track record of the investment investment opportunities in
about the current opportunities in the US sponsor. In terms of the investment strategy, some the US commercial real
commercial real estate market and how investors of the important considerations include analyzing estate market. Summit will
can add value to their assets. the strategy relative to the specific market, the be present at the upcoming
product type, the deal size and how the asset will be IFG Wealth Management
What is the current state of the US commercial capitalized. It is also important to understand the Forum 2012.
real estate market? sponsor’s past experience and ability to create value.
Buying an asset at the right price is just the first step
John Ross – The value of commercial real estate in creating value.
peaked in the 2005 to 2007 time period because of
the abundance of capital and the strong economy. How can investors increase the value of these
Between 2008 and 2009, values were very assets post acquisition?
depressed. Since then, property values have become
“bifurcated” with high quality, stabilized assets John Ross – Unless an investor is in the commercial
increasing in value to levels equal to the 2005 to real estate business on a day to day basis, we think
2007 time period, while “stressed” assets have it is very difficult for an individual investor to create
continued to stay depressed. In this mix of stressed value. We believe it is critical for an investor to align
assets are some quality properties, those that with the right sponsor. Summit creates value by
possess the right location, physical fundamentals and buying high quality, stressed properties at the right
appropriate tenant mix that are “stressed” as a result price, proactively managing them in order to
of too much debt and/or decreasing income stream. stabilize and enhance the income stream and
ultimately monetizing the asset through their
How does commercial real estate add value to the strategic disposition. As opposed to an individual
family office portfolio? investor, our company is vertically integrated and
possesses in house finance, leasing, construction
John Ross – We think it makes sense for family and management professionals. These skills along
offices and high net worth individuals to allocate a with a proactive and hands on approach enable
percentage of their investment portfolio into Summit and our investors to successfully take
commercial real estate in order to diversify their advantage of the market opportunities.
www.internationalforumgroup.com

2. IFG WEALTH MANAGEMENT FORUM
THE PREMIER EVENT FOR NORTH AMERICAN FAMILY OFFICES
April 23-24, 2012, The Ritz-Carlton, Phoenix, Arizona
www.ifgwealthmanagement.com
What are your projections for the commercial real estate Our outlook is optimistic relative to our strategy. The opportunity
marketplace? to acquire properties at a discount will continue for the next few
years. In fact, there is almost One Trillion Dollars of CMBS debt that
John Ross – We believe that it will take a number of years for the matures over the next four years and a significant percentage of
national market to stabilize and during that period certain markets, these maturing loan balances are greater than the property values.
those with growth demographics and growth industries, will thrive Summit is ready to take advantage of this unique opportunity.
while others will languish. Additionally, there are a number of
properties that will need to be repositioned or even demolished as
they are either functionally obsolete or should never have been
constructed in the first place.
Salpi Balian, Press Manager – IFG, pressifg@ifgemea.com
For more information: pressifg@ifgemea.com
About the IFG Wealth Management Forum 2012
IFG’s Wealth Management Forum 2012 will take place at the Ritz-Carlton, in Phoenix, Arizona, April 23-24, and provides a unique
platform for investment decision makers from single and multi-family offices to engage in vibrant benchmarking sessions and gain
practical solutions and best practices to achieve optimal portfolio returns.
For more information please send an email to pressifg@ifgemea.com or visit the event website at www.ifgwealthmanagement.com
About International Forum Group
International Forum Group is a world-leading business information company, organizing exclusive, invitation-only gatherings of
business leaders across multiple industry sectors.
Providing a platform for senior executives to build mutually beneficial business partnerships, International Forum Group has
designed an unparalleled system for matching the core buying needs of the world’s largest organizations with the best solutions
available in the global marketplace. Empowering all our clients with the knowledge they need to lead in their respective fields is a
fundamental goal of all our forums.
For more information, please visit: www.internationalforumgroup.com
About Summit Realty Ventures
Summit Realty Ventures (“SRV”) is a privately held commercial real estate (“CRE”) equity and asset management company. SRV
invests in CRE assets through the ArrowRock Income and Growth Fund, I (“Fund I”). The Fund I investment strategy is focused on
opportunistic, institutional grade retail and industrial properties located in Sunbelt markets. SRV is uniquely positioned for success
as a result of its experienced leadership and vertical integration.
For more information, please visit: www.summitrealty.com
All rights reserved. The above content may be republished or reproduced. Please notify prior to usage at pressifg@ifgemea.com
www.internationalforumgroup.com