Agenda- Eastern Standard Time

Towards a more diverse and inclusive real estate industry

Lanhee is widely recognized as one of the most influential women in real estate.  As a founding partner of Sagehall, a 100% minority-owned and 50% women-owned real estate investment firm she is an advocate of greater diversity, equity and inclusion in the industry.  Prior to founding Sagehall, Lanhee spent 10 years at Starwood Capital Group where she was Global Head of Fundraising and Investor Relations.  In 2018, she was recognized by PERE as one of the “Thirty Rainmakers in Capital Raising.”

• 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?
• Opportunities created by the e-commerce boom: Data Centers, Telecom, and other sectors.

• 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?

• 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

• 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