Day One - 6/5 - PT (Pacific Time, GMT-08:00)
- Ronald Diamond - Chairman & CEO, Diamond Wealth
- How has your allocation to Real Estate changed in the past 12 months and how do you view it for the next 12-24 months?
- FO Investing with current market and new administration, any shift in trends/cause and effect?
- Is the current high interest rate environment influencing your RE investment strategy in terms of structure?
- What are the pros and cons to each of these investment models?
- How do you approach GP/LP joint ventures vs. co-investing with other family offices? Do you have a preference?
- How can fund managers make their offerings more attractive to family offices in this high interest rate environment?
- Do you allocate to emerging and/or small-medium sized funds?
- What does it take to get on your radar? Then what is the process of getting a deal over the line?
- Are there specific criteria you are looking for in deals and partners?
- Impeding issues with funds ability to call capital?
- Difficulties raising capital during impeding recession.
- Have you changed your position in the capital stack (preferred equity, mezzanine financing, debt, common equity)?
- How has your investment criteria changed?
- Requirements from operators: Have you asked to see the balance sheet of your operating partners? Have you asked for financials from your business partner to gauge liquidity and/or desperation to do deals or garner deal-level fees?
- Najla Arekat - Vice President – Investments, Senior Financial Advisor, Wells Fargo, Wells Fargo
- Mark Weinstein - President, Weinstein Family Office
- David Luo - VP, Cherng Family Office
- Keller Reese - Co-Founder & Managing Principal, Telis Group
- Daniel Nagel - CIO & CFO, Nagel Family Office
- David Schwartzman - Partner, Cox Castle
- Peter Habib - CEO, MPI Family Office
- What are your views on the future of office space? Which office property types are attractive investments?
- How are your underwriting assumptions changing?
- How has lending changed in office space? In terms of LTV, spreads, and term.
- How are you thinking about the types of tenants your property is best suited for and what the occupancy rates will be like for such tenants?
- Distressed opportunities?
- New market segments: (ex. last-mile industrial) Are local municipalities on board?
- Increased demand for land development: What are the drivers?
- Discussion about investments? How much scale and operational expertise required?
Impact on land prices and other supply-chain conflicts. Family office or institutional focus? Where does the investment come from?
- John Comunale - President, Founder, & Managing Partner, Rectangle Group
- Brett Turner - Senior Managing Director, Acquisitions & Dispositions, BKM Capital Partners
- Todd Gooding - President, SKB
- Eric Clapp - Founder, Crescent Capital Partners
- Zach Morris - RVP, Extended Stay Development, Choice Hotels International
- Jake Sharp - CEO, Jake Sharp Group
- Best strategies to investing in mixed use
- High demand? Low demand?
- Retail Market Update and Investments
- What do deals look like now? How are you approaching valuations for retail properties?
- Is retail back?
- Impact of new construction and construction costs
- Discussion of financing and cap rates. Anything changed? Where do we go from here? What do you think of construction and value add? Alternative residential assets?
- Attractive opportunities in CMBS market to buy distressed retail assets?
- Retail conversion opportunities?
- How are retail landlords passing on inflation?
- Where are today’s opportunities in retail? Malls, lifestyle, grocery-anchored, power, community/strip, outlets, mixed-use, etc.
- Property value decline vs. good management
- Tax Benefits & Cash Flow
- Case Studies
- Pros and cons of mixed use
- Spencer Kallick - Partner, Allen Matkins
- Mike Procopio - CEO, Procopio Companies
- Brett Betzler - Senior Managing Director, Berkadia
- Paul Rahimian - Founder & CEO, Parkview Financial
- Advantages of Value-Add Multifamily Investing
- Purchasing and Refinancing Options
- Discussion of financing and cap rates. Anything changed? Where do we go from here? What do you think of construction and value add? Alternative residential assets?
- Increasing Cash Flow?
- Value-add Loans
- Discussion of financing and cap rates. Anything changed? Where do we go from here? What do you think of alternative residential assets?
- Impact of new construction and construction costs
- Highlighting the structural of its appeal of various formats to family offices
- Henry Manoucheri - Chairman & CEO, Universe Holdings
- Tom Fischer - Principal, Director of Capital Markets, JB Matteson
- Ed Aloe - Founder, CALCAP Advisors
- Jason Hull - Managing Director, Regions Bank
- Scott Maddux - CEO, Sunstone Two Tree
- How much capital is still actively being raised for QOZ funds and how much has been deployed?
- QOZ funds & initiatives with new administration
- What kind of capital is being invested? Are LPs now more comfortable with QOZ investing? How to determine if a fund manager has the sufficient experience?
- What are QOZ funds investing in and where? How are fund managers underwriting deals? What are their due diligence processes?
- How do QOZ tax incentives compare to other forms of alternative financing, e.g. affordable housing tax incentives, foreign mezzanine finance and EB-5?
- How are lenders viewing such investments? What are typical terms/conditions?
- Are there distressed QOZ plays? What’s going on across property types in the current climate
- Which markets are primed to bounce back quickest and strongest? Why?
- With many people moving out of cities due to the pandemic, what opportunities are there to be found in urban areas? Distressed?
- Do QOZ actually provide benefits to the community? How are you gauging this impact?
- Thomas Rosenfield - Operating Partner, Monitor Real Estate Advisors
- Eric Myers - CFO, Pahlisch Commercial
- Mike Procopio - CEO, Procopio Companies
- Ja'Ron Smith - Partner, CGCN
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- Valerie Trapunsky - Founder, Yutori
- Alternatives assets include parking, co-working, self-storage, vaccine cold storage, cannabis real estate, large equipment storage, conservation. Are these the main alternative assets for family office? Which are more prevalent for FOs ?
- Is there any interest in manufactured housing, ADUs, student housing, senior housing, self storage, data centers, cold storage?
- More niche alternative asset classes
- Fractional ownership in single family homes as an alternative asset class
- How and where are you souring alternative asset deal flow?
- How do you go about investing? Passively vs Actively
- When investing in alternative asset classes, are you looking for cash flow or overall return?
- Which sectors have the most upside coming out of a tumultuous year?
- How important is portfolio diversification as a form of risk management?
- Are their banks/institutions lending on these asset classes? If so, what are the terms?
- What risks need to be considered when investing in niche opportunities, themselves?
- Do these alternatives lend themselves better to short or long term investments?
- Armen Grigorian - Managing Partner, Redmound Capital Partners
- Amir Barsoum - Founder, Managing Partner & CEO, InVitro Capital
- Frank Rohde - CEO, Ownify
- Nathan Siino - SVP, Green Street
- Lisa McCracken - Head of Research & Analytics, National Investment Center for Seniors Housing & Care
- Todd Woodhead - Executive Vice President, Walton Global
- Why are data centers relevant to family offices, the future of AI, and general industry trends?
- What does your investment in data centers look like? Which markets are appealing?
- Investment partnerships for data centers, who and what do you look for in a partnership to ensure ROI?
- Funds and technology companies to watch for in this space
- Challenges in investing in this asset class
- Disaster-prone areas/supply chain management
- Non-primary markets for data centers
- Will quantum computing be the next generation? How can you prepare?
- Gary McKitterick - Partner, Allen Matkins
- Michael Underhill - Chief Investment Officer, Capital Innovations, LLC
- Jake Wagner - Principal, Colossus Data Center Advisors
- Natalia Sokolova - Managing Partner, SGG World
- Where do you source deal opportunities? How does your real estate deal flow compare with other sectors?
- What’s been your focus over the last couple of years and does that look different as 2025 progresses? Are you planning any exits?
- How are you viewing specialized/niche investment strategies? Please give an example of a niche investment that you have made over the past 12mo or are looking to do.
- Any recent shifts in your CRE investment strategy/allocation? Debt/private equity? What is causing you to shift your position in the capital stack? If debt/preferred equity, what performance clauses or covenants are you putting in place to protect your downside?
- What resources are you using to mitigate risk? Any special clauses/covenants? Any special requirements from operators? (skin-in-the-game %, control rights, liquidity requirements)
- How do you deal with family generational/leadership issues?
- Is it possible to produce one comprehensive succession plan that services multiple generations?
- How can differences in views between generations be reconciled? With whom does the responsibility lie?
- Henry Manoucheri - Chairman & CEO, Universe Holdings
- Jay Rogers - President & CIO, Alpha Strategies Investment Consulting
- Heath Goldman - President/CEO, ICON Wealth
- Kip Kolson - President, Family Wealth Leadership
- Laurence Richards - President & CIO, Legacy Road Family Offices
- Leslie Schaus - Partner, Wipfli
- What opportunities exist in the high yield debt/mezzanine loan market? What risks do these products carry, especially late in the cycle?
- Definition of high yield debt , lack of debt capital?
- Mezzanine loan, preferred equity , high-yield bridge debt: alternative products available?
- Cost of capital across real estate asset classes: what’s in and what’s out
- Family offices as investor or borrower?
- Hard Money alternatives
- What yields are investors getting on bridge and mezz loans for different property types? What new covenants and or performance clauses are you seeing?
- What’s the appetite of family offices for secured debt?
- How are private investors using hard money loans to structure deals?
- Will senior debt funds help newcomers enter the real estate lending market? Has anyone seen any liquidity issues with debt funds?
- Should you invest in real property, or the notes underlying the asset?
- Are you gravitating more to fixed- or floating-rate debt If fixed, how are you mitigating costs of defeasance/prepayment penalties?
- How attractive is C-PACE and other alternative financing?
- CMBS Issuances
- Jake Sharp - CEO, Jake Sharp Group
- Ira Perlmuter - Managing Partner, IJP Family Partners
- Daniel Katz - Managing Director/Head of Originations, BrightSpire Capital Acquisitons
- Paul Rahimian - Founder & CEO, Parkview Financial
- Dhaval Parikh - CFA, CAIA, Managing Director, Parkview Financial