March Chapter Luncheon and Meetings

03/13/2018 @ 9:00 am – 1:30 pm
Sequoyah Country Club
4550 Heafey Rd
Oakland, CA 94605
$50 members, $75 Non-Members & At The Door

Luncheon (12:00-1:30)

Lenders discuss impact of interest rate changes

Plan to join us on Tuesday, March 13 in Oakland for a timely update on commercial real estate finance.  Topics include:

  • Where are interest rates heading and how will it impact the commercial real estate market?
  • Are the new tax laws changing investment strategies?
  • Are you seeing any changes in the types of loans you write?
  • Can you share some case studies of particularly challenging loans that have universal lessons.
  • What can brokers do to make the financing process go smoother?
  • Do you recommend refinancing to a longer term loan?
  • Do you see cash buyers financing after the sale or they are keeping their cash in the deal?

The Panel
Moderator Aziz Khatri, CCIM
KW Commercial – East Bay





Johanna Mayumi Traynor
Senior Underwriter
Lone Oak Fund

Johanna joined Lone Oak Fund in 2008 and is the company’s senior underwriter and head of the origination department. In addition to having underwritten close to $1 Billion in first trust deeds, Johanna directs the department’s business operations and has spearheaded the development of Lone Oak Fund’s proprietary origination software.



Jim O’Dea
Broker Associate
Redwood Mortgage

Jim has been with Redwood for 15 years and has been in commercial real estate over 40 years.  He entered real estate in the mid 70’s at Kaiser Aetna developing business parks.  In the 80’s, he was a Senior VP at Harbor Bay in Alameda, responsible for all operations and the 300-acre business park.  In the mid 90’s, he started an 8-year stint as the Director of Real Estate for Heald Colleges, closing over $150 million in transactions, including a $28 million sale-leaseback.  For Redwood Mortgage, he has closed over $200 million in loans.


Donald Herbert, CCIM
Broker-Owner, Underwriter
Private Funding Solutions, Inc.

A CCIM since 1987, Don’s extensive experience in residential sales, commercial and investment sales/leasing/exchanges, title insurance practice and procedure, and privately funded loan originations uniquely positions him to provide the highest level of service to the commercial and investment brokerage community.  Don serves on the Board of Directors of the California Mortgage Association, a trade association for lenders of privately funded loans.


Book Club (9:00 am) 

March’s book:
   Getting To YES – Negotiating Agreement Without Giving In
By Roger Fisher and William Ury

Join us by phone: 641-715-3277

Mentoring Session (10:00 am)     
1031 Exchanges and the new tax law

The March Mentoring Session will focus on 1031 Exchanges after the Tax Cuts and Jobs Act of 2017.  Guest Speaker Teresa (Moss) Fluegel will provide an update on the impact of the new tax law.  She will also describe how to structure a Forward and Reverse Mortgage.

Teresa joined CDEC in 2000 and is responsible for providing consulting services to real estate and tax attorneys, accountants, investors and commercial real estate professionals. Teresa has participated in several panel discussions including the California Real Property Retreat and at UC Berkeley.  She is a co-founder of the monthly Real Estate Advice Seminar Series provided to commercial real estate professionals, investors and advisors. Teresa holds the Certified Exchange Specialist® designation and is actively involved in a number of professional organizations including NAIOP, SIOR and CCIM. Teresa currently is Immediate Past President of CREW East Bay.

Have/Want Marketing Session (11:00 am)

Have a commercial property that you want to buy, sell or trade? Bring it to the Marketing Session to share with your colleagues.Email a Powerpoint slide or pdf  to


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