Preliminary Agenda Topics
Provisional Start & End Times:
November 10: Welcome networking reception at 6:00 PM
November 11: 8:00 AM – 5:30 PM
Preliminary Agenda Topics
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CFO perspectives: European market dynamics & investment strategy outlook
- European real estate market outlook for 2026
- Cross-border investment trends, what is unique to London/UK, other European countries?
- Interest rate impacts across UK/European markets
- Capital flow patterns
- Interest rates/tarrifs – how are you planning for various scenarios?
- How are you handling the challenge of insurance in today’s market, what has changed since the beginning of the year?
- What are new regulatory reforms that are reshaping capital markets access, disclosure requirements, and investor relations for real estate firms/your organization?
- Compliance frameworks
- EU listing act
- Prospectus exemptions: what’s changing and how does it affect capital raising?
- What is the latest with capital availability? Bank activity, CMBs, rescue capital etc.
- Market opportunities in key UK/European cities
- Risk assessment across different regions
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Capital markets & funding optionality
- Evolving european real estate finance landscape, what has been new for your firm?
- Alternative lending sources, what are your lending strategies? How have they evolved in the past 12 months?
- ESG financing opportunities
- Cross-border financing strategies
- Debt market trends and debt availability
- Foreign capital raising
- European REIT/fund structures
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Financing environment: global instability & the future
- Asset allocation strategies given the current political climate
- Portfolio optimization in European markets
- Currency risk management
- Cross-border investment vehicles, how are you leveraging this?
- Portfolio diversification & benefits of this for your firm
- Performance benchmarking for your team, what has been effective?
- 2026 forward thoughts?
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COO perspectives: operational efficiencies roundtable
- Cross-border operational challenges
- How to optimize UK/European real estate operations
- Cost optimization strategies
- Property management efficiencies
- Service provider management
- Which areas of business and investment operations are you focused on optimizing and improving?
- How do you give your team the freedom to innovate and try new solutions in order to improve business performance?
- Promoting company culture and vision in a changing working environment
- What is working in your organization, what is difficult?
- A shift from tactical execution to strategic decision-making
- Real-time insights for you/your team
- Flexible processes that accelerate your volition
- Expanded oversight across functions, HR, investor relations, and technology
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Technology, ai & innovation: unique opportunities for the future
- Digital transformation in European real estate
- Proptech adoption trends, what’s new and relevant for operational & financial efficiency?
- Smart building technologies
- Data analytics and reporting, what departments are using AI & technology? Which should aren’t?
- Process automation
- Cross-border technology integration
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Tax strategies across UK/European jurisdictions
- Real estate taxation across Europe, how are investors, developers, and asset managers optimizing tax efficiency while remaining compliant with local and EU-wide regulations?
- Comparative analysis of REITs, partnerships, trusts, and corporate entities in countries like the UK, Germany, France, the Netherlands, and Spain.
- Exit strategies: tax implications of selling commercial assets in different European markets.
- ESG: leveraging green tax credits and deductions for sustainable developments.
- Updates on EU anti-avoidance directives (ATAD), BEPs, and local tax reforms. Other policy to be aware of?
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ESG implementation for the CFO COO Role
- Who is responsible for ESG strategy and initiatives? How is your business structured with this in mind?
- Why is a focus on ESG a good business decision?
- EU taxonomy compliance
- Energy efficiency regulations
- ESG reporting requirements
- Measuring ESG impact and success
- What is important for your ESG story to investors?
- What are institutional investors reporting expectations? Disclosure requirements?
- Using benchmarking to improve ESG performance
- What is the role of the COO in sustainability?
- Reducing financial and operational exposure to climate-related risks, changes in energy sources and shifts in energy costs
- How are real estate leaders using technology/AI within their ESG-related processes?
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Infrastructure to integration: data-driven finance & operations
- How is your organization building unified data platforms across finance and operations? What is working and what is not?
- Challenges in integrating legacy systems with modern analytics tools
- APIs and cross-border portfolio management
- Are you using artificial intelligence for your organization’s data? How?
- Regulatory data compliance: EU taxonomy and SFDR reporting requirements through data automation
- ESG goals for your data control?
- GDPR and DORA compliance in CRE data handling
- Cybersecurity risks in financial and operational data systems
- What is next for data compliance and regulation?
- How are you sourcing data & ensuring it is the correct, accurate data?
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Discovering & nurturing talent: hiring for finance and operational effectiveness
- How do you attract talent in the UK/throughout Europe and how do you retain them? Best practices
- As the world becomes more data-driven and globally integrated, how in-demand are hybrid skill sets is reshaping hiring strategies for the operations and finance functions?
- What skills are most in demand in CRE finance and operations today?
- How are leading firms are sourcing talent across borders?
- Upskilling legacy teams for digital tools, AI, and sustainability reporting.
- Benchmarking salaries and benefits across European markets.
- Navigating labor laws, tax implications, and cultural expectations across EU countries.
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Accounting teams: complexities of cross border management
- Evolving standards of real estate reporting and valuation & EU regulation
- Interest rate volatility
- Accounting on business/corporate level vs. Property level?
- Integrating sustainability metrics with financial disclosures and analysis, how do you optimize this?
- Role of AI and automation in accounting
- Taxation & compliance in different jurisdictions
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Opportunities & solutions for owners of distressed properties
- Which markets are you seeing most opportunities, what asset classes, which countries?
- What are the available options for owners facing default?
- Alternative financing solutions for distressed owners
- Rising rates and refinancing gaps, leading to defaults?
- Distressed debt vs. Direct asset acquisition; value-add vs. Opportunistic plays.
- Case studies of successful turnarounds and failed restructurings.
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Blurred lines: investor relations & stakeholder communication
- Enhancing transparency and trust through data-driven reporting
- What do institutional investors want to see in financial and ESG disclosures?
- Managing lP expectations in volatile markets
- Aligning internal teams (finance, ops, legal, ESG) for unified messaging
- Communicating during distress, asset write-downs, or regulatory changes, how fast is this happening/what is the timeframe for change?
- Case studies on managing investor sentiment during downturns
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Closed door meeting for real estate CFOs
Facilitator TBD
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Managing your risk: considerations for your operating environment
- What is top of mind from a business risk perspective?
- Analyzing material changes across the spectrum – market, operational, liquidity, credit, compliance risk etc.
- Interest rate risk – hedging and financing strategies
- What is your leadership focusing on in this part of the cycle to manage market risk?
- How are you approaching the increasingly difficult insurance market? Global instability
- How do you instill a proactive, conscious and collegial approach to risk management across your teams?
- How can investors and operators harness technology to aid risk management decisions and processes?
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Fund administration evaluations: efficiency, compliance & innovation
- What do emerging managers need to know?
- Which services are best outsourced to a fund administrator?
- Cybersecurity, data governance, and outsourcing oversight
- How do fund administrators and GPS utilize technology to make administrative functions more efficient?
- Regulatory compliance: AIFMD, SFDR, and EU AML directives—what’s new in 2025 and going into 2026?
- What do most real estate CFOs find most valuable in terms of CFO advisory services?
- How are CRE companies managing their balance sheets to reduce overall costs?
- Who bears the brunt of responsibility for transparency: the fund administrator, or the investment committee, risk, compliance or operations functions?
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Technology & innovative strategies to boost NOI
- What approach are you taking to NOI strategy?
- How can investing in technology help improve and sustain NOI?
- What operational efficiencies are most realistic?
- What new sources of ancillary revenue are you finding to improve cash flow?
- Case studies of revenue generation and gaining operational efficiencies
- How are asset management teams changing the way they think about using third parties?
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Evolution of investor reporting standards & processes
- What reporting challenges are you facing as your firm adjusts its business strategy?
- What reporting capabilities are investors demanding?
- How have you been utilizing technology to optimize these capabilities?
- What are the latest trends in reporting standards?
- How are you using technology/ai and process adaptations to effectively communicate with your investors?
- What degree of transparency are institutional investors looking for as they increasingly seek out value-add and development opportunities, and how do you manage those demands?
- What opportunities exist to improve budgeting and reforecasting? Which systems, processes, teams and best practices do you have in place now, and how do you expect those will change?