Agenda - Pacific Daylight Time

$4 trillion in assets are at stake—and the real estate investment landscape is shifting fast. New regional hubs, disruptive technologies, and evolving strategies are creating unparalleled opportunities for savvy investors. Don’t miss out on what’s next.

• Capitalism 2.0: Ready to Build Long-Term Wealth in a New Era?
  Leave outdated models behind and shift to resilient, high-return investment strategies.
• Emerging Power Centers: Are You Investing in the Next Growth Hotspots?
  Discover how regional hubs and secondary markets are becoming the future of profitable real estate.
• Navigating Market Volatility: How Can You Turn Uncertainty into Opportunity?
  Unlock proven frameworks to maximize returns—even in the most unpredictable markets.
• Tech Disruption: How Are AI, Blockchain, and Data Analytics Boosting Your Edge?
  Gain an investment advantage by harnessing cutting-edge technology to drive smarter decisions and higher returns.

Designed for senior LPs, GPs, and developers, these working sessions explore high-stakes market challenges and strategic responses—from distressed assets to AI adoption. Focused, data-driven, and built for engagement, these roundtable sessions will cover:

• AI in Practice: How leading firms are deploying AI in sourcing, underwriting, and portfolio optimization.
• Distressed Assets: Restructuring playbooks, litigation landmines, and financial strategies for 2025 workouts.
• Macro Risk Mitigation: Legal and tax tools for navigating global uncertainty and cross-border volatility.

Los Angeles is undergoing a $5 billion infrastructure transformation, focusing on digital systems, green energy, and transit upgrades, setting the stage for significant real estate development. With new zoning laws and a push for climate resilience, LA is positioning itself as a top-tier urban investment hub.

• How will LA’s $5 billion infrastructure investment in digital systems, transit, and green energy unlock new real estate opportunities?
• How is the city’s integration of smart city technologies, such as IoT infrastructure and data-driven urban planning, reshaping investment opportunities in commercial and residential real estate?
• What role are recent zoning reforms, like SB 9 and SB 10, playing in increasing residential density in areas like Downtown and South LA?
• How will LA’s push for net-zero building standards and the new statewide focus on decarbonization influence long-term real estate development strategies?

$75 billion in dry powder is sitting on the sidelines as institutional investors face an uncertain market. 2024 saw a 22% decline in U.S. private real estate fundraising, while European and Middle Eastern investors increased multifamily allocations by 12% YoY. Where are institutional investors looking for value in 2025?

• Which asset classes are LPs still backing, and where are they pulling back?
• The growing appetite for private debt and infrastructure investments—what's the data behind this shift?
• How are LPs structuring commitments in the face of tighter liquidity, rising interest rates, and economic volatility?
• Will cross-border investments rebound, especially with the resurgence of multifamily in Europe and Middle Eastern capital?

With $957 billion in commercial real estate debt set to mature in 2025, investors are facing a critical moment. Tightening liquidity, shifting capital flows, and a reduced role for traditional lenders are reshaping the landscape. This session will focus on how investors can adapt to these changes and uncover new opportunities in a challenging environment.

• Refinancing Strategies: How can investors adjust their refinancing approaches to manage maturing debt and limited capital availability?
• Shifting Capital Flows: With traditional banks scaling back, how are private credit funds and alternative lenders stepping in to fill the gap?
• Innovative Financing Models: What new financing solutions are helping investors navigate distressed assets and fund value-add projects in this constrained market?

With over $1 trillion in U.S. commercial real estate assets set to face refinancing pressures by 2025 and a 21% spike in loan defaults year-over-year, real estate private equity is at a crossroads. Office-to-residential conversions, multifamily redevelopments, and mixed-use transformations are rapidly gaining traction as capital looks to seize undervalued opportunities. But as tightening liquidity and rising costs reshape the landscape, how do investors strategically navigate this volatile market?

• How shifting demand is impacting office, multifamily, and retail sectors, and how investors can adapt strategies to seize opportunities in adaptive reuse and repurposed buildings.
• Key factors driving successful repositioning deals, from understanding evolving capital structures to navigating risks and identifying the best financing models for value-add and opportunistic projects.
• How capital is flowing into adaptive reuse and mixed-use developments, and whether conversion strategies are delivering long-term returns or merely serving as stopgap solutions.

A fast-paced, no-holds-barred discussion on where capital is flowing—and where it’s not. This session will uncover emerging opportunities, sector shifts, and the evolving dynamics of global and local markets, highlighting where the real money is moving in 2025.

• Emerging Sectors & Shifting Markets: Are data centers, life sciences, and logistics still on the rise, or has the opportunity peaked? And which secondary markets are outperforming primary cities?
• Repricing & Distressed Assets: What’s the timeline for realizing value in distressed or repositioned assets—where are investors finding real opportunities?
• Capital Strategies in 2025: What strategies will unlock capital for high-value projects amidst global shifts and changing market dynamics?