October 16, 2025 | NEW YORK

Global Leaders in Real Estate Summit

Submit Your Feedback

08:00 AM

Registration & Networking

08:50 AM

Chairperson’s Welcome

09:00 AM

Keynote: Rates, Repricing & Global Flight: CRE’s Macro Reset in 2025

How the Fed’s tightening, geopolitical shocks, and inflation volatility are forcing capital to rethink U.S. real estate.

With the Federal Reserve raising rates aggressively — pushing the 10-year Treasury to 4.5%+ — and inflation still running hot, CRE investors face an unprecedented repricing of risk. Add to that mounting geopolitical tensions disrupting cross-border flows, and gateway markets like NYC and San Francisco are in flux. This session cuts through the noise to reveal where capital is moving and why.

Key Questions:

  • How are institutional investors recalibrating their exposure to high-priced gateway markets under rent control and zoning pressures?
  • What’s the real impact of geopolitical risk on global capital flows into U.S. real estate?
  • How are investors balancing inflation hedging with rising financing costs?
  • Are capital rotations favoring secondary markets or niche asset classes—and why?
  • What does the new "normal" for cap rates look like post-rate hikes, and how will this reshape portfolio strategies?

Interviewer

Jannelle Seales

Co-Head of Real Estate

Weil, Gotshal & Manges LLP

Jannelle Seales is Co-Head of Weil’s Real Estate practice and is based in New York. Jannelle’s practice is comprised of financing, joint ventures and acquisitions and dispositions. She also advises public and private companies and other institutional clients with respect to mergers, acquisitions and divestitures of real estate related companies.

 

Jannelle is recommended for REITs and Real Estate by Legal 500 US, nominated for Lawdragon’s 2025 “Lawdragon 500 X – The Next Generation” and named to Lawdragon’s 2025 list of the “500 Leading Real Estate Lawyers” and Lawdragon’s 2024 list of the “500 Leading Global Real Estate Lawyers”. She was also shortlisted as “Real Estate Lawyer of the Year” for Euromoney Legal Media Group’s Americas Women in Business Law Awards for 2024, 2023 and 2022.

 

Jannelle received her J.D. from Georgetown University Law Center and her B.A. from Harvard University.

Amy Price

Co-President

BGO

 

Amy Price is Co-President of BGO. In her role, Amy oversees its U.S. and Canadian businesses, and works closely with the Capital Raising team. Amy is a member of the Global Executive Team, the Management Committee, and the US Investment Committees. Amy also leads BGO’s equity, diversity and inclusion (EDI) initiatives globally and chairs the firm’s EDI Leadership Council.

Prior to joining the firm in 2012, Amy was a managing director and head of real estate investing for the western U.S. at Morgan Stanley, where she was an Investment Committee member, and built the real estate investment management business in San Francisco. Amy also spent time in Morgan Stanley’s New York and Hong Kong offices.

Amy is a member of the Global Board of Directors of Urban Land Institute (ULI), and a member of the Executive Committee and Board of Directors of AFIRE. She is also involved in philanthropic endeavors, as a member of the Board of Directors of the YMCA of San Francisco, the National Charity League with her daughter, and Service Corp with her son.

Amy holds an MBA with distinction from the University of Pennsylvania’s Wharton School and graduated magna cum laude from Colgate University.

09:30 AM

Executive Strategy Sessions: Mastering the Legal, Tax & Structural Battlegrounds of 2025

Behind closed doors, senior leaders tackle the complex technical challenges shaping capital deployment in today’s fractured market.

These high-level roundtables delve deep into the legal, tax, and structural issues nobody else will confront — exposing hidden risks and forging smarter strategies to protect capital and maximize returns.

Roundtable 1: Navigating Corporate Finance Under Distress

  • How do rising rates and liquidity crunch reshape capital markets?
  • How to align capital stack with asset hold periods?
  • Where is distress driving opportunistic value?
  • What creative financing tactics unlock capital in tough times?

Leo Jacobs

Attorney and Founder, Jacobs, P.C.

Leo Jacobs is a commercial litigation and bankruptcy attorney and the founder of Jacobs, P.C., a boutique law firm known for finding creative, direct, and expedient solutions to complex and high-profile issues.

Roundtable 2: Structuring Smart: Legal Strategies for Capital Stacks, JVs & Vertical Integration

  • What are the legal building blocks of a well-aligned capital stack — and how can sponsors protect themselves across all layers, including co-GP and JV structures?
  • How should sponsors structure vertically integrated entities to manage liability, governance, and investor optics?
  • What are the most common legal pitfalls in middle-market partnerships — and how can they be proactively addressed?
  • How can streamlined documentation and entity structuring reduce friction and increase execution speed in competitive environments?

Matthew Kasindorf

Co-Chair Real Estate Group, Meister Seelig & Fein PLLC

Matthew Kasindorf is Co-Chair of the firm’s Real Estate Group. He is an accomplished transactional lawyer specializing in sophisticated real estate and investment ventures in New York and throughout the United States. Mr. Kasindorf counsels clients in the formation, syndication, acquisition, financing, development, sale and leasing of all real estate asset classes. He has extensive experience in crafting joint ventures, investment funds and other strategic alliances with particular emphasis on business, tax and finance issues.

 

Mr. Kasindorf’s team handles single asset and portfolio real estate acquisitions and sales, sophisticated financing transactions including securitized mortgages, multi-tranche mezzanine loans and preferred equity transactions, fund formation, new construction, ground lease negotiation and development, office, industrial and retail leasing for both landlords and tenants, workouts and foreclosures, co-op and condominium development and conversions and air rights and zoning matters.

 

Mr. Kasindorf is one of the most popular Professors in NYU’s Master’s Degree Program, the Schack Institute of Real Estate, where he has earned the prestigious “Award for Teaching Excellence”. He is considered such a dynamic advisor that he is also invited to lecture at NYU’s Real Estate Development and Asset Management Institutes, catering to the most serious investors and real estate professionals from the U.S. and around the world. Mr. Kasindorf is well known as the Chief Networking Officer (“CNO”), and spends a significant amount of time teaching others how to effectively network in the real estate industry. He is the developer of “Atomic Networking®”, a lecture series focused on creating success for all members of the real estate community.

Roundtable 3: Title Agency verse Title Underwriter – Plus or Minus ?

  • Title Insurance Importance – Is title insurance a necessary expense or a wise investment ?
  • The philosophy of “Ease of Procurement”
  • Who chooses in you operation which title agency or title company to insure your project or development ?

James Agoglia

President, Ram Abstract Ltd. 

With 30 years of experience in complex commercial & residential transactions, we, at Ram, help make the closing process seamless. 
We have assisted developers, private equity firms, attorneys, mortgage bankers & brokers, real estate groups, REIT's , and more create wealth in the real estate marketplace while providing title insurance and resting sleep knowing you are protected. 
11:00 AM

Networking Break

A focused opportunity to reset your mind and make strategic connections. Grab a coffee, exchange quick insights, and build your circle with some of the industry’s sharpest minds. 

11:15 AM

Unlocking Value in Today’s Core Markets: Where Capital Meets Strategy

Core market investing is being rewritten. Higher rates, tighter capital, and shifting tenant demands are forcing investors and lenders alike to rethink how deals get done. The old playbook no longer works. In this session, acquisitions leaders and capital providers will share how they’re navigating today’s market—structuring smarter deals, layering in creative capital, and finding real opportunities for risk-adjusted returns in core markets.

Key Questions:

  • How are deal structures and underwriting models evolving to reflect today’s rate and capital environment?

  • Where do mezzanine, hybrid, or structured equity solutions make the most sense—and how are investors weighing the trade-offs?

  • What approaches to capital deployment are delivering the strongest risk-adjusted returns right now?

  • Which strategies—whether operational, repositioning, or financing—are actually driving measurable upside?

Moderator

James Muliawan

Managing Director, Head of Capital Markets, Manulife

Francis Greenburger

Chairman & CEO, Time Equities

Francis Greenburger is an American real estate developer, literary agent, author, art collector, philanthropist, and founder of Time Equities Inc., Art Omi, Inc., and the Greenburger Center for Social & Criminal Justice.

Francis Greenburger is the Founder, Chairman, and Chief Executive Officer of Time Equities Inc. Founded in 1966, Time Equities Inc. (TEI) has been in the real estate investment, development, and asset & property management business for more than 50 years. He is also the Chairman of Sanford J. Greenburger Associates (SJGA), a literary agency founded by his father in 1932.

He is the Founder and Chairman of Art Omi and Art Omi Pavilions, a sculpture and architecture park, unique museum complex, and arts center founded in 1992, which also provides residencies for visual artists, writers, dancers, musicians, and architects from all over the world. Most recently, Mr. Greenburger founded the Greenburger Center for Social and Criminal Justice in 2014, which advocates for reforms to the criminal justice and mental health systems.

He also serves on the board of several not for profit organizations and is an active donor to over 300 charitable organizations.

Mr. Greenburger graduated from Baruch College in 1974 with a degree in Public Administration. He is an avid tennis player and traveler. He resides in Manhattan with his wife, Isabelle Autones, and is the proud father of four children: Morgan, Noah, Julia, and Claire.

Maggie Deichmann

Managing Director of East Coast Acquisitions, Cityview

11:55 AM

Panel: Tightening, Dislocation, and Opportunity: Debt Market Survival in 2025

The capital stack is cracking. Who’s still lending—and on what terms?

With $1.5 trillion in commercial real estate debt maturing by 2026 and traditional lenders pulling back, borrowers are facing a ruthless reality: valuations are down, rates are up, and liquidity is drying up. This session breaks down where credit is still available, how deals are getting restructured, and where opportunistic capital is stepping in to fill the void—including innovative financing tools like PACE.

Key Questions:

  • What’s actually getting done in today’s market? Where are spreads, LTVs, and recourse trending?

  • How are borrowers renegotiating existing debt—and what do lenders realistically accept?

  • Are debt funds truly stepping up, or just reshuffling terms on their own exposures?

  • Is rescue capital real, or just a marketing tagline? Who’s actually deploying and on what terms?

  • How are capital providers underwriting risk in assets like office, life sciences, or transitional multifamily?

  • Where does PACE fit into the evolving capital stack—and when is it actually getting used?

Moderator

Brian S. Lichter

Co-head Real Estate, Davis Polk & Wardwell LLP

Brian Lichter is the co-head of our Real Estate practice. He represents property owners, developers, funds, REITs and other financial institutions in a broad range of commercial real estate transactions. He concentrates on the acquisition, development and disposition of office, multifamily, single family rental portfolio, retail, hotel and data center properties; joint ventures; commercial mortgage, mezzanine and construction financings; preferred equity investments; and debt restructurings.

Brian is a fellow of the American College of Real Estate Lawyers and his work is recognized by Chambers USA, IFLR1000 and Law360.

He serves on the board of Habitat for Humanity NYC and Westchester, as well as the Jewish Community Relations Council of New York. Brian is on the Real Estate Executive Committee of UJA-Federation of New York, after holding numerous other roles there. He is also a member of the Real Estate Board of New York and an associate trustee of the Washington Institute for Near East Policy.

Shaunak Tanna

Executive Director, PGIM

Shaunak Tanna is an executive director at PGIM Real Estate. Based in New York, Shaunak is responsible for sourcing, underwriting, and structuring real estate investments including senior and mezzanine loans and preferred equity investments for the Eastern and Mid-Western U.S.  

Prior to joining PGIM Real Estate, Shaunak was Head of Structured Investments for Basis Investment Group, LLC, where he was responsible for the firm’s mezzanine and bridge lending, and originated a range of investments across stabilized, development and transitional value-add properties. Before Basis, he was with Terra Capital Partners, LLC and its affiliate The Greenwich Group International, LLC.  

Shaunak has a Bachelor of Commerce in accounting and taxation from the University of Mumbai and a Master of Business Administration in real estate from Baruch College. Shaunak is also a Chartered Accountant, and an active member of the Advisory Board for Steven Newman Real Estate Institute of Baruch College. 

Katy Mao

Managing Director, Oaktree

Ms. Mao joined Oaktree in 2019 and leads eastern U.S. originations for the real estate debt platform. Prior to joining Oaktree, Ms. Mao was at BlackRock, where she was a director focused on high yield real estate debt investments. Prior thereto, she was an executive director at Five Mile Capital investing in opportunistic and distressed real estate debt and equity opportunities. Ms. Mao began her career at Morgan Stanley in the institutional products group and, through her 17+ years in real estate, has worked in various commercial real estate debt origination and structuring roles at Eurohypo AG, Credit Suisse and WestRiver Capital. Ms. Mao received a B.S. in operations research and industrial engineering from Cornell University and is a member of WX.

Rachel Davis

Senior Vice President of Partner Management and Originations,

Petros PACE Finance.

 

Rachel is based in Houston and is responsible for business development, marketing activities and managing a growing originations team.

She began her career at Reliant Energy, a Houston based provider of electricity and smart energy services. As a Marketing Manager, she spent 12 years working with customers and consultants managing commodity price risk through electricity contracts in Texas and the Northeast. Most recently, Rachel led a national business development team for NRG Energy, a Fortune 200 energy company, where along with her team, she pursued partnerships for onsite/offsite solar, wind, community solar, energy efficiency and combined heat and power systems with Fortune 500

clients. Additionally, she worked with strategic partner firms in the energy efficiency sector to develop and implement sales acquisition strategies for thermal energy storage and evaporative pre-cooling solutions for utility programs in California. Rachel graduated with honors from Texas A&M University with a BBA in Marketing.

Lawrence Selevan

Chief Executive Officer, Chesterfield Faring Ltd

Lawrence J. Selevan is responsible for the overall direction of the Firm. Mr. Selevan has more than 40 years of experience in real estate investment banking, investment management, principal ownership, and capital markets activities. During his career, Mr. Selevan has executed $15 billion (plus) in transactions for both US domestic and offshore institutional and private clients, including US REITs, pension fund, fund managers, global investment banks, private family home offices, and Sovereign Wealth Funds.

Prior to the Firm, Mr. Selevan was the CEO of Garrick Aug, Director of Fund Management for Sumitomo Real Estate, Managing Director at Fieldstone, Inc. and the merchant banker for a private family office.   He has moderated several conference panels every year specifically referencing private equity, distressed opportunities, special opportunities, and global infrastructure project finance.  He has worked on projects throughout the world including the US & the Americas, Europe, Africa, and Asia.

Drew Fung

Head of Debt Investment Group, Clarion Partners

Drew Fung has over 30 years of work experience in the real estate investment management industry. Drew began their career at AXA Equitable Real Estate Investment Management in 1987 as a Vice President and worked there for a decade. In 1997, they joined Boston Financial Investment Management as a Senior Vice President. In 2000, they became a Principal at Lend Lease and stayed with the company until 2003 when they joined CWCapital as a Senior Vice President. In 2005, they joined Deutsche Bank Asset Management (formerly known as RREEF) as the Managing Director - Head of High Yield Debt Investments. In 2012, they joined Clarion Partners LLC as the Head of Debt Investment Group.

12:35 PM

Panel Capital Rotation: What’s Out, What’s In, and What’s Still Overpriced

Navigating the seismic shifts in asset allocation as capital flows reshape U.S. real estate markets.

The great capital shuffle is underway. As rising interest rates and economic uncertainty force a re-evaluation of risk, investors are pivoting away from overheated sectors and hunting new opportunities. But what’s genuinely discounted—and what’s deceptively overvalued? This session cuts through the noise with fresh data and sharp insights on where capital is moving next.

Key Questions:

  • Which asset classes are shedding investor favor, and which sectors are emerging as the new “safe havens”?
  • How are investors navigating the conflicting signals between market softness and persistent capital inflows?
  • What role do niche sectors—like life sciences and data centers—play in portfolio diversification today?
  • Where do valuations still look stretched despite market headwinds, and how should investors position for potential corrections?
  • How will demographic and technological trends reshape capital allocation in real estate over the next decade?

Moderator

Aidan Thornton

Vice President, StepStone Group

Mr. Thornton is a member of the real estate team.

Prior to joining StepStone, Mr. Thornton was an investment associate with True North Management Group, a real estate investment manager, where he focused on acquisitions, asset management and capital raising. Before that, he was an analyst on the real estate team in EY’s transaction advisory practice.

Mr. Thornton received a BS in economics from the Wharton School of the University of Pennsylvania.

 

Max Pastor

COO, Time Equities

Max Pastor, Chief Operating Officer of Time Equities, Inc. (TEI), has been actively engaged in multiple facets of commercial real estate for over 20 years.

Max currently leads a national investment, acquisitions, and asset management team, is the Vice- Chair of TEI’s Investment Committee, a member of TEI’s Executive Advisory Committee and is a registered principal of Time Equities Securities LLC (a FINRA licensed broker dealer). On an executive level, Max contributes strategic advice and counsel for the formulation, implementation, and management of TEI’s investment, equity, debt, finance, and joint venture activities, and regularly evaluates new and alternative opportunities.

Since rejoining TEI in 2015, Max has originated and led the acquisition of approximately 6.75 million square feet of real estate spanning 15 states. Max’s responsibilities include originating opportunities and formulating and executing business plans for a diversified national real estate portfolio, primarily consisting of industrial, multifamily and office properties as well as two current ground-up development projects in Massachusetts and Florida.

Max received his B.A. from The Ohio State University and his J.D. from the Yeshiva University, Benjamin N. Cardozo School of Law. He is a member of the New York and Florida bars and holds Series 22, 63 and 39 securities licenses. Max serves on the Board of Trustees and Executive Committees of Art Omi, Inc., Art Omi Pavilions @Chatham, Inc. and The Francis J. Greenburger Foundation and was recently appointed to Deutsche Bank’s Private Bank Advisory Council for US business.

Originally from Cincinnati, Ohio, Max currently resides in Weston, Connecticut with his wife (Jenny) and two children. He is an avid tennis player and geography enthusiast.

Lourdes Fisher

Senior Managing Director and Co-Head of the Client Solutions Group, Bridge Investment Group

Lourdes Fisher serves as a Senior Managing Director and Co-Head of the Client Solutions Group at Bridge Investment Group. She is responsible for securing capital commitments and developing and maintaining relationships with institutional clients, including pension plans, insurance companies, endowments, foundations, and family offices.

Prior to joining Bridge, Lourdes was a Managing Director at Deutsche Bank where she led the investment grade debt capital markets coverage of clients in the real estate, gaming, lodging, leisure, specialty finance and asset management sectors. In this role, Lourdes’s primary responsibilities included advisement on global capital raising alternatives, optimization of capital structures, and management of interest rate and foreign currency risks. ESG finance was also a critical element of her coverage effort having led over a dozen green bonds for her clients. At Deutsche Bank, Lourdes was also the co-head of Deutsche Bank’s debt private placement business where she worked on originating, structuring, and distributing bespoke securities to insurance companies and pension funds.

Lourdes received her Bachelor of Science degree in Civil Engineering from the McCormick School of Engineering at Northwestern University. She is also fluent in Spanish.

01:15 PM

Networking Lunch

 

02:15 PM

The Strategy Switch: Collaborate. Challenge. Change.

 

Room A - Capital Allocators

Room B – Capital Deployers

For Who?

  • Institutional Investors & Family Offices
  • Senior & Mezzanine Lenders
  • Asset Managers

For Who?

  • Real Estate Private Equity Firms
  • Real Estate Developers & Project Sponsors
  • Real Estate Owners & Operators

2:15 - Keynote

Conviction Under Pressure: Rethinking Risk and Allocation in 2025

Description: Establish the evolving investment landscape.

Explore how allocators are redefining risk tolerance and capital deployment strategies amid unprecedented market volatility and rising costs. This session sets the foundation for strategic decision-making in an unpredictable environment.
 

Key questions:

  • How are risk frameworks adapting to shifting economic conditions?
  • What shifts in capital allocation are emerging?
  • How is liquidity management evolving for long-term stability?
Moderator

Miles Kass

Chief Executive Officer

Driftwood Real Estate Holdings LLC

 

test

Steven Rubenstein

Investment Committee Member,

Morgan State University Foundation

2:15 - Keynote

Adapting to the New Market: Strategic Capital Deployment in 2025

Description:  Frame the market realities and strategic responses.

An overview of how capital deployers are revising underwriting, capital strategy, and investor engagement in response to higher costs and constrained liquidity.


Key questions:

  • How are financing and capital structures evolving?
  • What strategic priorities guide underwriting adjustments?
  • How is investor alignment shaping deal execution?
Moderator

Aaron Yassin

Director of Operations, Design & Planning

Hive Developers

Aaron Yassin directs all phases of the development process with a key focus on zoning analysis, site acquisition, project conceptualization, legal and financial structuring, capital raising, architectural and interior design, sourcing, construction management, and marketing.

As a strategically focused design driven developer, Mr. Yassin builds ground-up construction apartments in NYC and is expanding to single-family Passive House homes in the Catskills. With his background spanning over 25 years in real estate and in the fields of design and fine art he holds a unique position in the development space.

Over his career in real estate Mr. Yassin has purchased, renovated, developed, managed, rented and sold properties, structured complex deals, created legal syndications, raised capital, closed dozens of loans, completed a successful 1031 exchange and secured a 421a tax abatement.

As an architectural designer Mr. Yassin has won multiple design awards including a prestigious Architizer A+ award. He has worked with world-class architects and designers as well as Tiffany & Co, The Related Group and the Museum of Modern Art. In this capacity he has designed and managed high-level complex manufacturing projects spanning multiple continents with rigorous timelines and precise architectural integration details.

In 2021 Mr. Yassin formed Hive Developers to focus his years of experience in real estate, architectural design, and project management with the goal of building signature properties. Drawing on his unique experience and skill set he creates value and demand that exceeds the market.

test

William Pattison

CRE, Head of Real Estate Research & Strategy

MetLife Investment Management

William Pattison is the head of the real estate research & strategy team within the risk, research & analytics group of MetLife Investment Management (MIM). He is responsible for research and strategy development in support of MIM’s real estate equity and debt platforms. In this role, he works closely with MIM's real estate regional offices and portfolio managers to craft the strategic house view, drive thought leadership initiatives, project capital market trends, and develop investment strategies that seek to maximize returns while minimizing market, rate, and liquidity risks. As a member of the Investment Committee, William is responsible for reviewing and voting on all U.S. real estate acquisitions.

Prior to joining MetLife in 2015, William worked for ten years in the real estate group at Aegon Real Assets.

William is a graduate of Iowa State University, where he earned his Bachelor of Science degree in economics.

2:45 PM - Round 1: Your Peers Speak

Panel Topic: Capital Allocation in a Volatile Market: LP Perspectives

Description:  Surface key investment challenges.

Senior allocators discuss the fundamental hurdles affecting portfolio construction and capital deployment as inflation, rates, and market uncertainty reshape priorities.


Key questions:

  • Which sectors and strategies are being reconsidered?
  • How are allocators balancing growth potential with capital preservation?
  • What decision-making frameworks are proving effective?
Moderator

Michael Negari

Executive Vice President,

Sovereign Capital NYC

 

test

Anthony Russo

Managing Principal

CSFG Real Estate

 

Anthony Russo ’15, a seasoned real estate professional with over a decade of experience, is a Partner and Managing Principal at CSFG Real Estate. A graduate of Duke University (2015) and NYU Schack Institute of Real Estate (2020), Anthony began his career at Sterling Project Development, where he honed his skills as a project manager from 2015 to 2020. In 2020, he joined CSFG as its first full-time employee, playing a pivotal role in expanding the firm's real estate investment portfolio across the United States and Europe. His expertise spans various sectors, including multifamily, industrial, hospitality, and retail, with deals ranging from $10 million to $100 million.

test

Raphael Sidelsky

Principal and CIO

Outlook Ridge Ventures

Raphael Sidelsky, based in New York, and is Principal and CIO of Outlook Ridge Ventures, with over $8BN of investment experience in real estate private equity, European and US family office investing including prior roles at the W5/Winter Family, C-III Capital Partners /Island Capital, Fremont Group/Bechtel Family Office. He is the host of the Real Estate Forum Podcast and has an MBA from Columbia Business School where he is Board Member of the Real Estate Circle.

2:45 PM - Round 1: Your Peers Speak

Panel Topic: Navigating Cost and Liquidity Challenges: Capital Deployer Insights

Description: Identify operational barriers and solutions.

Senior deployers discuss the key challenges and strategic responses to managing capital deployment under pressure from rising costs and limited liquidity.


Key questions:

  • Which markets and asset classes pose the greatest challenges?
  • How are return expectations being managed amid tightening conditions?
  • What innovative approaches are unlocking capital?
Moderator

Aundre Oldacre

Chief Executive Officer

AoRa Development

Aundre Oldacre is Co-Founder & Managing Partner at AoRa Development, specializing in identifying, assessing, and preparing deals for underwriting by lenders and investors. Their work emphasizes sustainable retrofits, new construction, and the strategic use of local, state, and federal incentives alongside innovative financing approaches. AoRa is dedicated to incorporating cutting-edge technologies and methods, such as modular construction, construction disruption, advanced building materials, PropTech, and AI, to enhance efficiency, quality, and cost-effectiveness while expediting property stabilization.

Their commitment to sustainability is exemplified through the integration of renewable energy sources, leveraging municipal tax incentives and programs, virtual doorman and assistant services, property management solutions, and modular building techniques. These practices collectively contribute to heightened internal rates of return (IRR) for both investors and
the firm.

Building on this experience, Aundre served as Chair of the Offsite Construction Council (OSCC) at the National Institute of Building Sciences, leading the focus on research, education, and outreach in off-site construction. This method, encompassing the planning, design, fabrication, and assembly of building elements away from the final site, enhances the efficiency of constructing permanent structures. Their role involved driving advancements in off-site construction, particularly in labor, scheduling, cost, quality, and safety, while also overseeing the development of tools and reports that support both Federal and private research projects.

test

David Gross

Managing Director and Head of Acquisitions for North Haven Net REIT,

Morgan Stanley Real Assets

David Gross is the Head of Acquisitions of the Company. Mr. Gross is a senior investment professional of MSREI based in New York focused primarily on new investment activity across real estate sectors and strategies and on managing existing investments. Mr. Gross has led over $3 billion of real estate investments for MSREI across all major property types, including net lease, industrial, healthcare, and residential. Prior to joining Morgan Stanley in 2016, Mr. Gross worked at Lazard in its real estate investment banking division where he advised public and private real estate companies and REITs on a range of strategic alternatives, including M&A, leveraged buyouts, asset dispositions and sale-leaseback transactions. Prior to Lazard, Mr. Gross worked as an attorney at Simpson Thacher & Bartlett LLP where he represented institutional investors and private equity sponsors in complex commercial real estate acquisitions, developments, joint ventures and financings. Mr. Gross graduated with a J.D. from Harvard Law School and a B.A., summa cum laude, in Economics from New York University.

test

Matthew Cervino

Managing Director and Portfolio Manager of the US Value-Add Funds, BGO

Mr. Cervino is the Managing Director and Portfolio Manager of the US Value-Add Funds for BentallGreenOak, drawing on more than 16 years in acquiring/disposing and asset managing office, industrial, multi-family, retail and hospitality real estate assets across the U.S. Mr. Cervino’s leadership at BentallGreenOak includes an active role in driving the firm’s ESG and diversity and inclusion missions and is keenly involved in the mentorship and development of the next generation of investment professionals at the firm. Mr. Cervino serves on the board of directors for the Institute for Community Living (ICL) where he also chairs the Real Estate committee for the non-profit organization.

test

Rob Beardsley

Founder

LSC

 

Rob founded Lone Star Capital in 2018 and has overseen the acquisition, financing, and management of over $750 million in apartment communities. As CEO, Rob drives the strategic growth of the firm, while also identifying and raising capital for new investment opportunities. He leads Lone Star Capital's in-house property and construction management division, Lone Star Communities, ensuring excellence in renovation, lease-up, and ongoing management.

Rob has sold over 25,000 copies of his two books on commercial real estate. He is a sought-after speaker at industry conferences nationwide and hosts the popular Lone Star Capital podcast. Prior to Lone Star Capital, Rob studied Information Systems at Carnegie Mellon University for two years before pursuing his entrepreneurial ambitions full-time.

 LSC is in no way affiliated with Lone Star Global Acquisitions, Ltd. or any of its affiliates doing business as Lone Star Funds or LStar Capital"

3:25 PM Round 2: Hear from the Other Side

Panel Topic: Capital Deployer Alignment: Meeting Allocator Expectations in 2025

Description: Highlight collaboration opportunities.

Focus on how capital deployers can innovate capital structures and transparency to better align with allocator needs, fostering stronger partnerships in a complex market.


Key questions:

  • What structural adaptations are critical for alignment?
  • How are capital deployers targeting investments that complement allocator strategies?
  • What transparency and communication standards are expected?
Moderator

Alex Schaefer

Vice President

AXA Investment Managers US Inc.

 

Alex Schaefer is a Vice President, Transactions on the real estate investment team at AXA Investment Managers, the asset management arm of the Paris-headquarter multinational insurance firm and a global leader in real estate investment management. At AXA-IM, Alex focuses on transactions across property types and across the risk spectrum in institutional markets throughout the country.

Before joining AXA in 2021, Alex served as a Vice President at TKF Real Estate Investment, specializing in value-add and core-plus investments in office and mixed-use assets across the East Coast. Prior to TKF, he was Head of Acquisitions for ALTO Real Estate Funds, a New York-based private equity firm focused on value-add investments nationwide in partnership with experienced local operating partners. Alex's earlier experience includes roles as Director of Acquisitions at VEREIT, a publicly traded REIT, where he played a key role in its management of over 4,000 properties across 49 states. His career path also included positions with American Realty Capital, where he transitioned into VEREIT following a merger of publicly traded investment vehicles.

test

Wanli Zhang

Vice President Real Estate 

Hamilton Lane

 

Wanli is a Vice President on the Real Estate Investment team, where he is responsible for the evaluation and due diligence of primary, secondary and co-investment opportunities in real estate.

Prior to joining Hamilton Lane in 2024, Wanli held various roles on the Real Estate Multi-Manager (REMM) team at abrdn, and most recently co-led REMM’s Americas efforts, including screening and reviewing investment opportunities, making investment recommendations and leading due diligence and closings.

Wanli received a B.S. in Business Administration with concentrations in Finance and International Business from University of Richmond.
test

Boots Dunlap

Co-Founder & CEO

RRA Capital

Boots Dunlap has over 15 years of experience consulting on and managing credit assets for banks, insurance companies, CMBS servicers, and private equity firms, dating back to before the 2008 Great Recession. Since co-founding RRA, he has overseen the origination and management of more than $2B of bridge loans (as of Q2 2025) and has also consulted for lending clients on $2.4B of distressed commercial real estate. Boots leads the investment strategy and strategic direction of RRA. He has been an active member of the Urban Land Institute, Mortgage Bankers' Association, Commercial Real Estate Finance Council, the National Association of Office & Industrial Properties, and various other industry organizations. Prior to co-founding RRA, Boots spent 10 years as an Infantry Officer (Airborne Ranger-qualified) in the U.S. Army. He led combat operations in Iraq and Afghanistan with the 10th Mountain Division, and supported global training missions in Kazakhstan, Korea, and on the U.S.- Mexico Border. Over the course of his military service, Boots was awarded multiple decorations including the Bronze Star. Boots graduated from the University of Virginia, earning a Bachelor of Arts and is a Certified Commercial Investment Member.
test

Diego Hodara

Founder & CEO

Titanium Realty Group

 

Founded in 2011 and led by Diego Hodara, Titanium Realty Group has worked with many local and international investors and developers. We leverage proven expertise, strategic relationships, a diverse set of capabilities, and a visionary approach to acquire, develop and operate our real estate assets to maximize our investment returns.

3:25 PM Round 2: Hear from the Other Side

Panel Topic: Investor Priorities: What Capital Deployers Must Deliver in 2025

Description:  Clarify evolving Capital Allocators requirements.

Capital allocators articulate their updated criteria for capital commitment, emphasizing the expectations capital deployers must meet to maintain and grow investor relationships.


Key questions:

  • How are capital allocators refining due diligence and investment standards?
  • What deal terms and transparency are now prerequisites?
  • How should capital allocators position themselves to attract capital?
Moderator

Madelyn Loreen

Managing Director

Emerald Equities

Madelyn worked her way through the University of Washington as a litigation paralegal. Working with litigators, analyzing and organizing Discovery documents (before computers and scanning and such) was foundational to so much of the detail oriented work Madelyn excelled at throughout her career.

After graduating from the UW, Madelyn worked in real estate in the telecom industry. Seattle, often referred to as the “cradle” of telecom, provided a generational opportunity in real estate negotiating deals to locate antennas and build out networks during the infancy of the telecom industry. Working in telecom Madelyn interfaced and collaborated with everyone from land use and zoning professionals to architects and engineers.

After more than a decade in commercial real estate brokerage, Madelyn started her own brokerage and began doing development work for Sherwin-Williams. The relationship established with Jeff Light, the VP of Real Estate for the Midwestern Division and Canada at The Sherwin- Williams Company provided Madelyn with a depth of knowledge on the Sherwin-Williams lease in dozens of lease transactions.

Now with over 25 years of real estate experience in leasing, sales and helping clients navigate the financing that best supports a deal, Madelyn is ready for the next challenge. Emerald Equities inaugural fund is TSW I. With Jeff Light, now retired from a 25 year career with Sherwin-Williams, working on acquisitions, Madelyn brings together her negotiation, real estate, and finance skills to maximize the existing relationship and understanding of this unique tenant for the benefit of Emerald Equities’ investors.

test

Elizabeth Roy

Senior Director

 New York Life Real Estate Investors

Strategic thinker and leader in the Real Estate Investments Group at New York Life. Over 20 years of experience in transactions, origination, credit and underwriting. Sourced and cultivated client relationships to close billions in deals across the credit stack for bridge, construction, CMBS, CRE-CLO, and mezzanine finance. Expertise in distressed investing.

test

Robert Deckey

CEO

Brown Estate Trust

 

04:00 PM

Cocktail Reception