Dealmakers Conference

Every business leader wants to know what their company is worth and how to make it worth more. How can you grow through mergers and acquisitions?

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August 9-10, 2018
Denver, Colorado
$695 Investment


Treat yourself to an exceptional experience at The Westin Denver Downtown. The hotel located in the heart of Denver, CO welcomes you with beautifully designed guestrooms and premium amenities that make your stay easy and comfortable.  Discover what happens when urban luxury meets personalized service and enjoy instant access to everything the exciting that Denver has to offer.

Room block is full. Please contact The Westin Downtown directly for more information at 303-572-9100

What is this Conference About?

REAL Trends has long been The Trusted Source in valuing brokerages and facilitating mergers and acquisitions. Join us for a one-day, fast-paced conference that brings together the merger and acquisition professionals from HomeServices and REAL Trends and the best legal and tax attorneys regarding mergers and acquisitions in the country.

No matter the size, shape, brand, whether you’re a team leader or company owner, this conference is for you! We know how valuable your time is, so this one-day, super-charged conference will start at 2 p.m. on the first day and ends at 2:30 p.m. on the second day.

2018 DealMAKERS Conference Agenda

Thursday, August 09, 2018

12:00 PM – 2:00 PM


2:00 PM – 2:30 PM

Welcome and Introductions by Steve Murray, REAL Trends

2:30 PM – 3:30 PM

Understanding Compass’ Objectives

Robert Reffkin will be sharing Compass’ goals and methods for brokerage
acquisitions and his view of the brokerage market going forward.

– Robert Reffkin, Compass

3:30 PM – 3:45 PM

Creating a Sustainable Liquidity Management
Strategy in a Core Services Platform

Everyone understands the value and importance of core services, but sustainable success requires increasing amounts of scale, risk and capital. Longtime industry veterans Al Miller and Corey Caster have recently become a part of New Residential (NRZ) a $6 billion REIT. They will discuss with Steve a new and unique model to assist in creating liquidity and performance to operate a profitable mortgage platform with ideas on monetizing core services for new acquisition opportunities.

– Al Miller, Shelter Mortgage/New Penn Financial
– Corey Caster, Shelter Mortgage/New Penn Financial

3:45 PM – 4:00 PM


4:00 PM – 5:30 PM

How is Value Created and Increased?

The name of the game is creating and increasing value. A panel of the foremost valuation, merger and acquisition leaders will go over how value is created in residential brokerage firms and their related companies. They’ll also share how brokerage firms can increase the value of their firms through growth, expense control and core services.

– Alex Seavall, HomeServices of America
– Scott Wright, REAL Trends
– Alicia Vivian, REAL Trends

5:30 PM – 6:30 PM

Evening Reception

Friday, August 10, 2018

7:30 AM – 8:30 AM


8:30 AM – 10:00 AM

Legal & Tax Issues in Mergers and Acquisitions

The 2017 Federal Tax Act will have an impact on your business. This session will discuss that impact and touch on the most important legal and tax issues concerning buying and selling residential brokerage firms. Minor & Brown has been advising privately-owned businesses for over 25 years on tax and legal issues facing business owners.

– Jim Thomas, Minor & Brown
– Barbara Wells, Minor & Brown

10:00 AM – 10:15 AM


10:15 AM – 11:30 AM

REAL Buyers & REAL Sellers

Lon Welsh, president of Your Castle Real Estate in Denver, has bought several brokerage firms in Colorado. He will share his experiences and offer tips for smoother transactions, including what to avoid doing!

– Lon Welsh, Your Castle Real Estate

11:30 AM – 12:30 PM


12:30 PM – 1:30 PM

The Art of the Deal

Steve Murray will share his 50+ years of experience in advising and brokering the purchase and sale of residential brokerage firms and related companies. This is a wide-open Q&A format, so bring your pressing questions.

– Steve Murray, REAL Trends

Valuing Teams

Learn from the REAL Trends valuation, merger and acquisition team on how values are determined for teams. They’ll also talk pitfalls and opportunities that await brokerage firms in the new frontier of the acquisition and merger of agent teams.

– Steve Murray, REAL Trends

1:30 PM – 2:30 PM


2:30 PM


Thank you to our sponsors!

Shelter Mortgage
New Penn Financial


Listen to the five sessions from the 2017 DealMAKERS Conference for an inside look on how firms and teams are valued, the tax and legal issues of mergers and acquisitions, and how deals are successfully put together. Purchase all five podcasts for $500 or select an individual session for $125. These podcasts are brought to you exclusively by REAL Trends, the leader in mergers, acquisitions and valuations in the residential real estate industry.

REAL Trends DealMAKERS Conference focuses on answering the big questions every real estate business owner has:

  • How much is my business worth?
  • How do I make it more valuable?
  • What are the tax implications of a deal?
  • What are the legal challenges of merging, acquiring or selling a realty business?

Whether you are the owner of a brokerage or leader of a team this event is for all real estate business owners seeking to grow or transition their business.


Contact us today to learn more about the 2018 DealMAKERS Conference, and find out how you can participate.

Doniece Welch

Vice President & General Manager

[email protected]

Conference Details

Contact us for the latest information on the upcoming conference.

Rebecca Chapla

Director of Operations

[email protected]

Conference Cancellation Policy:

Substitutions may be sent at any time. All cancellations must be received in writing at least 10 days prior to the event in order to receive a refund. All refunds are subject to a $100.00 administration fee. No refunds are available later than 10 days prior to the event. We encourage all attendees to register prior to the event. All walk-in registrations onsite will be charged an additional $100.00.