Agenda - Day two - 12/4 | Canadian Real Estate Asset Management

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Registration

Roundtable

8:15am - 9:15am

Registration and breakfast

8:15am - 9:15amInvitation only

Interactive closed- door session: distress, opportunity & the repricing cycle

This off-the-record interactive roundtable brings together institutional asset managers and investors for a candid discussion on distress signals, opportunistic acquisition strategies, and timing the repricing cycle across Canadian real estate markets. Participants will share insights on distinguishing genuine value opportunities from forced sales, evaluating distressed asset underwriting and capital deployment strategies, and navigating lender behavior and workout dynamics in today's environment. The session will focus on practical intelligence-sharing around sectors and geographies showing the greatest distress, indicators for market stabilization, and balancing opportunistic capital deployment with portfolio risk management and liquidity preservation.

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General Session

9:15am - 10:00am

AI in action: deployed use cases across underwriting, budgeting & operations

Exploring real-world AI applications in underwriting: automating data extraction, market analysis, and risk assessment.
Leveraging AI for budgeting and forecasting: predictive modeling, variance analysis, and scenario planning.
Operational use cases: AI-driven maintenance scheduling, energy optimization, and tenant communication tools.
Evaluating AI vendor solutions versus building in-house capabilities: cost, scalability, and integration considerations.
Addressing data quality, model accuracy, and change management challenges in AI adoption.
Measuring ROI and impact: how firms are quantifying value from AI investments in asset management workflows.

10:00am - 10:45am

Margin defense and dynamic forecasting: protecting NOI against uncontrollable expense spikes

Tactical playbooks for mitigating the immediate impact of insurance premium spikes, property tax increases, and ballooning utility costs.
Implementing rolling, dynamic forecasting and rapid reforecasting cycles to keep pace with changing market conditions and economic volatility.
Aligning green targets with defensive expense mitigation strategies.
The Cost-Containment Playbook: Renegotiating vendor contracts, optimizing staffing models, and leveraging national scale to lower day-to-day maintenance and operational costs.
Mitigating carbon tax spikes: Protecting asset-level margins against rising utility and compliance costs.
Utilizing specialized proptech, utility tracking software, and unified data accounting infrastructure to catch variance and waste in real time.
Effectively communicating compressed margins and fluctuating cash flows to equity partners and lenders while maintaining credibility.

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Networking

10:45am - 11:00am

Networking break

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General Session

11:00am - 11:45am

Capital allocation in uncertainty: portfolio strategy, sector rotation & risk management

Reassessing portfolio strategy in a volatile environment: core, value-add, and opportunistic allocation decisions.
Sector rotation considerations: shifting capital between multifamily, industrial, office, retail, and alternative asset classes.
Geographic diversification and concentration risk: balancing exposure across Canadian markets and cross-border opportunities.
Managing liquidity, leverage, and capital reserves to navigate uncertainty and capitalize on emerging opportunities.
Aligning investment strategy with investor mandates, return expectations, and risk tolerance in a repricing cycle.
Scenario planning and stress testing: preparing portfolios for multiple economic and market outcomes.

11:45am - 12:30pm

Revenue optimization & tenant retention: strategies for stabilization amid market volatility

Optimizing rental revenue: balancing rent growth with occupancy, retention, and market competitiveness.
Tenant retention strategies: leveraging lease renewals, incentives, and resident experience to reduce turnover costs.
Engaging green-minded tenants and developing shared-value initiatives to increase long-term retention.
Ancillary revenue opportunities: parking, storage, amenities, and service fees to supplement rental income.
Navigating rent control and regulatory constraints while maximizing allowable revenue growth.
Marketing energy efficiency to capture higher commercial or multifamily premiums.
Using data and market intelligence to inform pricing strategies, concession decisions, and lease structuring.
Aligning revenue optimization with long-term asset positioning and investor return expectations.

12:30pm - 12:35pm

Conference concludes

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Day two - 12/4Friday, December 4, 2026 - EST

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