Days Three & Four Recap: Spring Forum 2026

DAY 3 – A Busy Day for Everyone! 

Comprehensive Exam 
This is where the rubber meets the road for our candidates. The hours of coursework, portfolio curation and submission brought 158 candidates to Philadelphia to sit for The Comprehensive Exam. These bright professionals arrived as candidates – will they leave as Designees? 

Panel IV - AI & the Future of Commercial Real Estate 

Moderator:   

Dave Gambaccini, CCIM (Commercial Real Estate Developer, Fulcrum) 

Panelists:   

Bo Barron, CCIM (CEO, Barron Commercial Group)   

Bryant Cheely (Learning & Product Improvement Specialist, CCIM Technologies, Inc.)   

Michael Hironimus, CCIM (Founder, @PropTech Integrations)   

Gregg Katz (Director of Business Industry Solutions - Real Estate, Esri)   

The panel on “AI & The Future of Commercial Real Estate” explored both the promise and the pitfalls of rapidly adopting artificial intelligence across the industry. Panelists shared their personal entry points into AI, with many noting how quickly it shifted from curiosity to necessity. Michael Hironimus, CCIM, Founder of PropTech Integrations, described being “absolutely blown away” when he first encountered ChatGPT and immediately recognizing that “this is the future,” while Bryant Cheely, Learning & Product Improvement Specialist, CCIM Technologies, embraced AI as a way to “bridge the gap” in his transition into brokerage and accelerate his learning curve. Gregg Katz, Director of Business Industry Solutions - Real Estate with Esri, offered a more cautious perspective, emphasizing that while AI is powerful, “we’re fully accepting of what comes out, and that’s the danger,” warning against blind reliance on outputs without understanding underlying assumptions. Bo Barron, CCIM, CEO of Barron Commercial Group, echoed the accessibility of AI tools, admitting he doesn’t need to fully understand the mechanics but instead focuses on using them to “get faster and do better work,” highlighting the growing divide between power users and those still hesitant to engage. 

The discussion ultimately centered on how AI should augment—not replace—human expertise, particularly in a relationship-driven field like CRE. Panelists stressed that AI is best used as a “thinking partner” or brainstorming tool rather than a decision-maker, with Hironimus noting that one of its most underutilized strengths is acting like a “boardroom” of experts to challenge ideas and enhance strategic thinking. At the same time, concerns were raised about the long-term implications for talent development, as junior brokers may lose opportunities to gain foundational experience if tasks are increasingly automated. The group encouraged experimentation as the primary path forward, with Katz advising professionals to “dive in and…play, learn,” while Cheely emphasized building “context” through ongoing interaction with AI systems. The consensus was clear: those who thoughtfully integrate AI to improve efficiency and insight—without abandoning critical thinking or market knowledge—will be best positioned to succeed in the evolving landscape of commercial real estate. 

Panel V - Specialized Strategies: Senior & Affordable Housing 
Moderator: 
Rick Lynn (President, RML Capital LLC) 

Panelists: 
Jeff Algatt (Senior Vice President - Capital Markets, Colliers) 
Andy Jubelt (CEO, Live Well Senior Cottages) 
Zak Scimeca (Vice President of Underwriting, Locust Point Capital) 

The “Specialized Strategies” panel focused on emerging opportunities in senior and attainable housing, emphasizing how demographic shifts are reshaping real estate strategy. Moderator Rick Lynn framed the discussion by noting that CCIM professionals are “uniquely positioned to translate a demographic shift into…real estate strategy,” particularly as the industry pivots toward serving the large and underserved middle market of older adults. Andy Jubelt highlighted the scale of this opportunity, explaining that nearly “70% [of seniors fall into] the middle market,” yet current development largely ignores them, creating a major supply gap. Panelists discussed innovative approaches such as modular construction, unbundling services, and repositioning outdated assets to reduce costs and deliver more attainable housing options. Zak Scimeca reinforced this by pointing out how inefficiencies in older properties can be transformed into value, noting that repositioned assets can quickly regain occupancy and relevance when aligned with current demand. 

The conversation also underscored the critical role of operators, market knowledge, and creative deal sourcing in executing these strategies. Jeff Algatt described his role as an “intermediary between capital and buyers and sellers,” emphasizing that success depends on aligning the right stakeholders and identifying opportunities across ground-up development, redevelopment, and adaptive reuse. Panelists repeatedly stressed that operator quality is essential, with Scimeca noting that “the operator is the most important part” because they ultimately drive performance and occupancy. Looking ahead, the group highlighted a massive supply-demand imbalance, with Jubelt stating that the industry needs “between 400,000–500,000 units a year” to keep pace with aging demographics—far exceeding current construction levels. The consensus was that CCIM professionals who understand local markets, build relationships with operators, and creatively reposition assets will be best positioned to capitalize on this rapidly expanding sector. 

Economic & Advocacy Lunch 
Our Guests: 
Shruti Mishra (Economist, Bank of America U.S.)  
Kevin Fagan (Senior Director of CRE Capital Markets Research, Moody’s Analytics) 
Shannon McGahn (Chief Advocacy Officer, NAR) 

Policy, economics, and real estate came together during lunch on Spring Forum’s third day, delivering one of the week’s most insightful sessions. Shruti Mishra from Bank of America opened with a look at the current economic environment and key indicators shaping the market. She outlined trends across the national and global economy, addressing the impact of inflation, geopolitical tensions, and consumer spending, and answered questions from attendees on how these factors influence long-term outlooks and forecasts. 

Kevin Fagan from Moody’s Analytics followed with data-driven perspectives on performance across asset classes and the broader forces influencing investment and development decisions. He walked through a series of charts and analyses highlighting how different sectors have performed over the past year and what may lie ahead. 

The session wrapped with a fireside chat between The CCIM Institute’s 2026 Global President Adam Palmer, CCIM, SIOR, and Shannon McGahn of the National Association of REALTORS®, connecting policy, advocacy, and real-world market impact. Shannon discussed how advocacy at the federal and local levels is shaping opportunities for dealmaking, and how technology and global developments continue to influence the industry.  

Attendees left with full stomachs and sharper perspectives, gaining a clearer understanding of the forces shaping today’s market and how to translate those insights into strategy. 

Panel VI - Leadership & CRE Success Stories 
Moderated by: 
Andie Edmonds, CCIM (2026 President-Elect, The CCIM Institute) 

Our Panelists: 
D'Etta Casto-DeLeon, CCIM, CCMS (Director, CBRE Loans) 
Jessica Johnson-Kelley, CCIM (President-Owner, Johnson Kelley Commercial Real Estate, Inc.) 
Candis Pressley, CCIM, CRE (Managing Partner, Trinity Property Advisors) 

The panel discussion on leadership and commercial real estate success stories emphasized that true leadership is grounded in real-world experience, resilience, and continuous learning. Moderated by Andie Edmonds, CCIM, 2026 Global President-Elect, the panel featured 2024 CCIM Global President and Director at CBRE Loans D’Etta Casto-DeLeon, CCIM, CCMS; Candis Pressley, CCIM, CRE, managing partner at Trinity Property Advisors; and Jessica Johnson-Kelley, CCIM, President-Owner at Johnson Kelley Commercial Real Estate, Inc. The discussion highlighted the importance of investing in oneself early—both through education and by actively participating in opportunities that build confidence and expertise. The CCIM network was repeatedly described as a powerful catalyst, providing not only technical knowledge but also invaluable relationships, mentorship, and collaborative support that can directly unlock new deals and career growth. Pressley shared how a simple conversation at a conference turned into a detailed “playbook” for executing a development project, illustrating how openness and knowledge sharing within the community can accelerate success. 

A consistent theme across the conversation was the value of authenticity, accountability, and strong relationships in navigating a competitive, often male-dominated industry. Casto-DeLeon stressed the importance of owning mistakes, learning from them, and leading with honesty—qualities that build long-term credibility and respect. Mentorship and paying it forward were also key takeaways, with speakers encouraging professionals to guide the next generation while continuing to grow themselves. Ultimately, success in CRE was framed not just as closing deals, but as building a trusted network, staying focused on value creation, and confidently advocating for oneself and others. 

Panel VII - Bold Branding: Influence, Image, & Impact in CRE 
Moderated by: 
Bo Barron, CCIM (CEO, Barron Commercial Group) 

Our Panelists: 
Bob Knakal (Chairman & CEO, BKREA) 
Tiffany Ryland, CCIM (Director, ARVO Realty Advisors) 
Don Tepman (President & Founder, TownCentre Capital) 

The “Bold Branding” panel underscored that building a strong personal brand in commercial real estate is no longer optional—it’s a powerful lever for growth, visibility, and deal flow. Moderated by Bo Barron, CCIM, CEO of Barron Commercial Group, the discussion included Bob Knakal, Chairman & CEO of BKREA; Tiffany Ryland, CCIM, Director at ARVO Realty Advisors; Don Tepman, President & Founder at TownCentre Capital. Panelists shared that many of their branding journeys began organically, often out of frustration with outdated industry narratives or missed opportunities. Tepman explained that he started posting because he disagreed with the oversimplified view of real estate online, noting he wanted to share “nerdy inside baseball” insights and was surprised by the audience it attracted. Ryland similarly leaned into video early, recognizing a gap in the market: “There was literally no one in commercial real estate using video to get clients… we either can get on the train or get left behind.” Across the board, speakers emphasized that branding starts with showing up authentically and consistently, rather than waiting for a perfect strategy. 

A major theme of the discussion was how social media directly translates into real business outcomes. Panelists pushed back on the idea that CRE is purely a “handshake business,” arguing instead that digital presence amplifies those relationships at scale. Tepman highlighted the tangible impact, sharing that “eight out of the last 12 deals we’ve done are because of social media,” while also noting the quality of inbound opportunities from audiences who already trust his brand. Ryland reinforced this by explaining how visibility builds familiarity and trust, ultimately shortening deal cycles and attracting clients who feel they already know you. Knakal added that social media is just “one ingredient in a mosaic of market presence,” but a critical one that expands reach far beyond traditional methods and opens doors that would otherwise remain closed. 

The panel also addressed the realities behind building a brand, including time investment, criticism, and the need for authenticity. While strategies varied—from highly produced video to spontaneous, unfiltered posts—the consensus was that consistency and genuine voice matter more than polish. As Tepman put it, sharing perspectives “the way that you would share [them] off the record” often resonates most with audiences. At the same time, panelists cautioned that increased visibility invites scrutiny, requiring resilience and discipline in how to respond. Ultimately, the discussion concluded that effective branding is about being unmistakably yourself, leveraging both digital and traditional channels, and recognizing that modern success in CRE comes from a blend of relationships, reputation, and strategic visibility. 

Pinning Ceremony 
After the first day of testing, 131 candidates took their oath and received The CCIM Designation. Adam Palmer, CCIM, SIOR, 2026 CCIM Global President, honored these newly minted Designees, remarking on the hard work and dedication it takes to earn The Pin. These fresh CCIMs were released to the waiting cheers and congratulations of their respective chapters, ready to begin the next leg of their journey as a member of one of the most experienced, trusted, and professional groups in the commercial real estate industry. 

DAY 4 – Sites, Pitches, and Songs! 

Site Tour - Schuylkill Yards 
Led by Stacey Mosley (Sen. Director of Development & Research, Brandywine Realty Trust) 

Attendees stepped into one of Philadelphia’s most transformative developments during the Schuylkill Yards site tour, gaining an inside look at a project redefining University City. The tour highlighted how this 14-acre mixed-use development is being reimagined to support how people live, work, and connect, blending innovation, design, and community into a cohesive urban vision. 

Throughout the experience, participants explored the scale and ambition behind the project, from expansive public green space to millions of square feet dedicated to life science, office, residential, and retail uses. The tour offered valuable perspective on how Schuylkill Yards is driving growth, fostering an innovative ecosystem, and shaping the future of Philadelphia’s commercial real estate landscape. 

Deal Pitch Competition 
The inaugural Deal Pitch Competition made its debut at the 2026 Spring Forum, bringing a new level of energy and competition to the stage. Twelve CCIMs stepped up to deliver fast-paced, five-minute pitches, each showcasing unique deals across a wide range of markets and asset types. From creative concepts to complex investment opportunities, the diversity of ideas reflected the depth and expertise within the CCIM community. 

With judges evaluating each presentation and the audience actively engaged throughout, the competition captured the spirit of dealmaking and collaboration that defines the Forum. As the first of its kind, the event set the stage for what’s to come, and we look forward to seeing even more participants step into the spotlight and embrace the competitive spirit at future Forums. 

The Golden Pitch Winner: Robby Eaves, CCIM 
Audience Choice Winner: Veronica Malolos, CCIM 

Our Judges:  
Craig Finfrock, CCIM 
Glenn Preuss, CCIM 
Evelyn Ward, CCIM 

Jenny Willardson, CCIM 

Historic Walking Tour 
Attendees stepped back in time during the Historic Walking Tour, exploring the rich history of Philadelphia as the nation approaches the 250th anniversary of the signing of the Declaration of Independence. The guided experience led participants through “America’s most historic square mile,” offering views of iconic landmarks including Independence Hall, the Liberty Bell, and other sites central to the nation’s founding. 

Along the way, attendees passed through the city’s historic streets, taking in landmarks such as Elfreth’s Alley and the Betsy Ross House, while gaining insight into Philadelphia’s cultural and architectural legacy. The tour concluded with a visit to The National Constitution Center where participants experienced the performance of Freedom Rising, a stirring 17-minute journey from the founding of our nation to the present. Making their way back to the Loews Philadelphia Hotel, attendees journeyed to the Reading Terminal Market and a well-earned treat in one of the country’s most vibrant public markets. 

Retake Pinning Ceremony 
After retaking their exam, an additional 10 candidates achieved the CCIM Designation and were proudly welcomed into the community. Their dedication, resilience, and commitment to the process led them to this milestone moment, demonstrating the determination it takes to earn The Pin. These new Designees joined their peers in celebration, marking the start of the next chapter in their journey as part of The CCIM Institute’s global network. We look forward to welcoming even more Designees at future Forums. 

CCIM's Got Talent! - CCIM Foundation Fundraiser 
Day four wrapped on a high note with CCIM’s Got Talent, an evening full of energy, entertainment, and celebration. Hosted by The CCIM Institute Foundation, the event featured a live band, a live and online auction, and karaoke performances that brought attendees together for a memorable night. 

Members across the community, including CCIM Management and Leadership Teams, took the stage, many embracing the moment with creative costumes and enthusiastic performances. Throughout the evening, donations and bids rolled in, supporting scholarship programs that help future candidates achieve The Designation. It was a night that combined laughter with purpose, leaving attendees with lasting memories and a meaningful impact on the next generation of CRE professionals.