March 10, 2022 | NEW YORK

Agenda- Eastern Standard Time

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8:00 am - Registration & Networking

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

9:00 am - Opening Keynote Interview

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 the “Thirty Rainmakers in Capital Raising.”

 

Lanhee Yung

Founding Partner

Sagehall

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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

Jeff Adler

Vice President

Yardi Matrix

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Donald Sheets

Managing Director

Broadshore Capital Partners

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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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Peter Ciganik

Managing Director

GTIS Partners

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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?

 

Moderator

Chester P Lee

Partner

Duane Morris

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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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Eric Newman

Treasury Manager

City of Stamford

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1:00 pm - Networking Lunch

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Luncheon Workshop

1:00pm - 2:00pm 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

Laura Craft

Global Head of ESG Strategy, Heitman

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Lisa Davis

Executive Director and Portfolio Manager, Impact Investing, PGIM

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Roundtable 1

2:00pm - 3:00pm Logistics and industrial real estate: finding value in a crowded marketplace

  • 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?

Mary Lang

Head of Americas Direct Logistics Strategies and Portfolio Manager

CBRE Investment Management

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Brian Banaszynski

Regional Partner, Transwestern Development Company

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Ankit Bhatt

Director of Investments, Oxford Properties

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Roundtable 2

2:00pm - 3:00pm Residential real estate: the accelerated evolution of an institutional asset class

  • 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?

Fred Cooper

Senior Vice President, Finance, International Development & Investor Relations

Toll Brothers

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Evan Linkner

Principal

Ackman Ziff

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Roundtable 3

2:00pm - 3:00pm From niche to mainstream: the rise of the ‘new’ alternatives

  • 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

Stephen Chase

Managing Principal, Investor Solutions

Blue Vista

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Augustus Moy

Principal & Managing Partner, AM Companies

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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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Julie Whelan

Global Head of Occupier Thought Leadership

CBRE

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3:45 pm - Chairperson’s Closing Remarks

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COCKTAIL RECEPTION & ADDITIONAL NETWORKING

4:00pm - 5:00pm