Navigating the CRE Landscape: Leveraging Your Portfolio For Growth in 2020

As 2020 kicks off, many community financial institutions view CRE lending as a key area for growth. However, with increasing competition and an uncertain economic environment ahead, it’s important to evaluate the CRE landscape. What is the market saying? How do CFIs spot red flags?

Join this webinar to learn what 2020 has in store for institutions and their CRE portfolios. From underwriting best practices to general positioning, hear from industry experts Rob Newberry and Patrick Roberts about how to navigate this often volatile yet potentially high-growth segment of your financial institution’s portfolio. 

Key Takeaways: 

  • What the CRE market outlook is for 2020
  • Best practices for underwriting and managing a CRE portfolio
  • How to spot potential red flags in your portfolio



Meet Your Presenters

Rob Newberry

Rob has over 20 years of experience in the financial services industry. Rob spent 15 years at Wells Fargo & Co in various strategic and leadership roles. These roles included time in Finance, Servicing, Fair Lending, Pricing Strategy, Business Intelligence, and Delivery Innovation. For the past 5 years, Rob has worked closely with financial institution leaders and regulatory agencies to develop a credit administration suite of tools specifically designed for community banks and credit unions. Rob is a faculty member of the Graduate School of Banking in Madison, Wisconsin. Rob also teaches for both the Financial Managers Society and LexisNexis Sheshunoff eLearning on topics ranging from loan grading, ALLL calculations, and stress testing.

Full Bio

Patrick Roberts

Patrick is currently the Chief Revenue Officer and former Director of Lender Strategy at MountainSeed. Patrick is responsible for the company’s future revenue stream within all business lines. He is focused on helping the firm diversify into other industries. Patrick first joined MountainSeed back in 2010 as the Director of Sales and Business Development. After almost six years, Patrick left to join Fifth Third Securities as a Director within the Institutional Sales and Trading Group . As a Director within the Bank Group, he opened and built numerous executive level relationships with other Financial Institutions. After Fifth Third Securities, he went to iVita Financial as the VP of Bank Sales. He built out and structured the Bank product for iVita. He also brought in a Bank that invested in an equity position within iVita and is serving as the primary debt source for iVita’s program. He returned to MountainSeed in September of 2018. Patrick is an active Board member with the Atlanta Chapter of the RMA. He is responsible for organizing, planning and operating Chapter events.

Full Bio

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