March 10, 2022 | NEW YORK

23rd Real Estate Private Equity Summit

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Agenda - Eastern Day Time

March 10, 2022

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8:00 am - Registration & Networking

8:45 am - Chairperson’s welcome and opening remarks

9:00 am - Opening Keynote Address

9:30 am - Macroeconomics: analyzing the outlook for US real estate

  • Which political and economic factors are having the greatest impact on US real estate fundamentals? 
  • Assessing the real impact of COVID-19: how has the pandemic affected US capital markets and investment appetite for real estate?
  • What do changes to US monetary policy (rising interest rates, inflation and Fed tapering) mean for real estate investment? 
  • Market performance outlook over the next 12 months: which regions and sectors are proving most resilient post-pandemic?

 

Moderator

Donald Sheets

Managing Director

Broadshore Capital Partners

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Jeff Adler

Vice President

Matrix Yardi Systems

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Peter Plaut

Executive Director, Wimmer Family Office

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Paula Campbell Roberts

Managing Director, Global Macro, Balance Sheet and Risk and Real Estate Americas, KKR

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10:15 am - Key considerations for capital allocation: how to balance risk to maximize returns

  • Coastal cities vs. the Sunbelt, urban vs. suburban, primary vs. secondary markets: with so much capital entering the market and competition for assets high, where will the smart money go?
  • What is happening to pricing across markets and asset classes?
  • How are private equity real estate investors underwriting risk?
  • To what extent has investor strategy and sentiment shifted post vs. pre-pandemic?

 

Terrell Gates

CEO

Virtus Real Estate Capital

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Jacob Feingold

Real Estate Investment & Acquisitions

Canyon Partners

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David Hamm

Senior Managing Director & Head of Real Estate

Wafra

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Lauren Hochfelder

Managing Director, Deputy CIO MSREI & Head of MSREI Americas, Morgan Stanley

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11:00 am - Networking Break

11:30 am - Real estate financing and private debt

  • How can investors gain access to the real estate debt markets?
  • Is real estate debt a more attractive proposition than equity?  How do the risk/return profiles compare?
  • Analysing the diversity of debt in the marketplace: banks, insurers and debt funds
  • Current availability of debt and financing for core and non-core assets and how risk sharing between lenders and borrowers is changing

 

Michael Eglit

Managing Director, Real Estate Debt Strategies

Blackstone

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Spencer Garfield

Managing Director, Credit & Real Estate Department

Fortress Investment Group

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Mike Lavipour

Managing Director, Investments

Square Mile Capital

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Drew Fung

Managing Director & Head of Debt Investments

Clarion Partners

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Mark Romanczuk

Managing Director, Head of Capital Markets & US Commercial Real Estate Balance Sheet Lending

Goldman Sachs

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12:15 pm - Examining investor appetite for real estate and the LP/GP relationship

  • Direct investments vs. funds vs. JVs: which structures are being favored and what are the factors driving these decisions?
  • Manager selection and success evaluation: beyond fund performance, what do investors look for in a GP? 
  • Megafunds vs. niche funds: what is the competitive landscape?
  • Portfolio diversification strategies: value-add, opportunistic and core-plus opportunities

 

Thomas Brown

Partner

LGT Capital Partners

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Nancy Lashine

Founder & Managing Partner

Park Madison Partners

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Bert van Den Hoek

Senior Portfolio Manager North America

Bouwinvest

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1:00 pm - Networking Lunch

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Luncheon Workshop

1:00pm - 2:00pm Luncheon Workshop: Innovative investment and financing solutions for environmentally sustainable real estate

 

  • What are investors’ expectations regarding performance, reporting and engagement of ESG?
  • Standing out from the crowd: how to successfully integrate ESG into real estate investment strategies
  • Aligning sustainability and investment strategies across the portfolio
  • Measuring success: how ESG strategies are enhancing valuations and yields

Lisa Davis

Executive Director and Portfolio Manager, Impact Investing

PGIM

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Roundtable Discussion

Roundtable1 Logistics and industrial real estate: finding value in a crowded marketplace

Mary Lang

Head of Americas Direct Logistics Strategies and Portfolio Manager, CBRE Investment Management

  • Assessing different distribution models: big box logistics, fulfilment centers and urban hubs
  • Innovative approaches to last-mile delivery 
  • Where is the stock?  With demand at an all-time high, is now the time for speculative development?
  • How much is too much?  When does logistics become too expensive?
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Roundtable2 Residential Real Estate: The Accelerated Evolution of an Institutional Asset Class

Fred Cooper, Senior Vice President, Finance, International Development & Investor Relations, Toll Brothers

Evan Linkner, Principal, Ackman Ziff 

  • Characteristics and performance of residential real estate compared to commercial real estate
  • Institutional investment opportunities in SFR, multifamily, BTR and manufactured housing
  • Large-scale investment barriers
  • Demographic-led trends vs. pandemic-led trends: is de-urbanization here to stay? What is its impact on housing supply and demand?



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Roundtable3 From niche to mainstream: the rise of the ‘new’ alternatives

Stephen Chase, Managing Principal, Investor Solutions, Blue Vista
  • How long-term demographic trends and post-pandemic trends have converged to drive investors towards alternative sectors
  • Self-storage, data centers, healthcare and biosciences: where to find the best risk-adjusted returns
  • Understanding and integrating an operating model into your investment strategy
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3:00 pm - Rethinking Workspaces: Investment Opportunities in the Office Market

  • How has the office market adapted to the post-pandemic ‘work from anywhere’ trend?
  • Flexibility, mobility, and adaptability: what do landlords need to do to attract tenants and keep pace with the demands of a modern occupier?
  • Which regions will see the biggest demand for physical office space? Is location more important than price?
  • What are the long-term expectations for the office market?

 

Andrea Himmel

Principal & Chief Investment Officer

Himmel + Meringoff Properties

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Brian Wallick

Director, New York Investments, Office and Life Science, Americas

Nuveen Real Estate

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3:45 pm - Chairperson’s Closing Remarks

Links

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