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
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
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
Presentation: Regulatory outlook for European commercial real estate
Jeff Rupp, Public Affairs Director at INREV, will give an update on the regulatory climate in Europe, where efforts to streamline and simplify regulations are in the forefront of both EU and UK policies. Driven by the goal of boosting competitiveness, significant changes in sustainability, fund reporting and tax policies designed to lower the cost and complexity of doing business for institutional investors are making a significant impact on the regulatory landscape.
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?
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
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
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?
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?
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?
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.
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
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.
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
Closed door meeting for real estate CFOs
Facilitator TBD
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?
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?
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?
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?