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IFG WEALTH MANAGEMENT FORUM THE PREMIER EVENT FOR NORTH AMERICAN FAMILY OFFICES

April 23-24, 2012, The Ritz-Carlton, Phoenix, Arizona

www.ifgwealthmanagement.com

John Ross, CEO of Summit

Realty Ventures

(“Summit”), on the

investment opportunities in

the US commercial real

estate market. Summit will

be present at the upcoming

IFG Wealth Management

Forum 2012.

Interview with:

John Ross

CEO

Summit Realty Ventures

(“Summit”)

Summit Realty Ventures on the US

Commercial Real Estate Market

“We continue to see historic opportunities to

acquire commercial real estate assets at attractive

discounts to historical valuations and replacement

cost metrics,” says John Ross, CEO of Summit. “Re-

evaluations started a few years ago and will

continue for the next few years as debt maturities

occur and REO assets come to market,” John

Ross added.

Ahead of the IFG Wealth Management Forum 2012

in Phoenix, Arizona, April 23-24, John Ross talks

about the current opportunities in the US

commercial real estate market and how investors

can add value to their assets.

What is the current state of the US commercial

real estate market?

John Ross – The value of commercial real estate

peaked in the 2005 to 2007 time period because of

the abundance of capital and the strong economy.

Between 2008 and 2009, values were very

depressed. Since then, property values have become

“bifurcated” with high quality, stabilized assets

increasing in value to levels equal to the 2005 to

2007 time period, while “stressed” assets have

continued to stay depressed. In this mix of stressed

assets are some quality properties, those that

possess the right location, physical fundamentals and

appropriate tenant mix that are “stressed” as a result

of too much debt and/or decreasing income stream.

How does commercial real estate add value to the

family office portfolio?

John Ross – We think it makes sense for family

offices and high net worth individuals to allocate a

percentage of their investment portfolio into

commercial real estate in order to diversify their

holdings and take advantage of the historic market

opportunities. Additionally, commercial real estate

has traditionally been a hedge against inflation.

People with cash are now in a good position to take

advantage of market discrepancies.

What should family office investment officers

take into account before investing?

John Ross – The two primary things to consider are

the strategy and the track record of the investment

sponsor. In terms of the investment strategy, some

of the important considerations include analyzing

the strategy relative to the specific market, the

product type, the deal size and how the asset will be

capitalized. It is also important to understand the

sponsor’s past experience and ability to create value.

Buying an asset at the right price is just the first step

in creating value.

How can investors increase the value of these

assets post acquisition?

John Ross – Unless an investor is in the commercial

real estate business on a day to day basis, we think

it is very difficult for an individual investor to create

value. We believe it is critical for an investor to align

with the right sponsor. Summit creates value by

buying high quality, stressed properties at the right

price, proactively managing them in order to

stabilize and enhance the income stream and

ultimately monetizing the asset through their

strategic disposition. As opposed to an individual

investor, our company is vertically integrated and

possesses in house finance, leasing, construction

and management professionals. These skills along

with a proactive and hands on approach enable

Summit and our investors to successfully take

advantage of the market opportunities.

FOR IMMEDIATE RELEASE

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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

marketplace?

John Ross – We believe that it will take a number of years for the

national market to stabilize and during that period certain markets,

those with growth demographics and growth industries, will thrive

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.

Our outlook is optimistic relative to our strategy. The opportunity

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

matures over the next four years and a significant percentage of

these maturing loan balances are greater than the property values.

Summit is ready to take advantage of this unique opportunity.

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

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