Day 1 - October 26 - EST
Real estate markets are experiencing significant repricing as refinancing pressure, liquidity constraints, and capital withdrawal create widening performance gaps across sectors and regions. This session examines dislocation and mispricing across the core commercial property types — retail, office, industrial, and hospitality — as well as the debt markets financing them, and how investors are identifying opportunity where others see risk.
Key Insights:
- Capital stack breakdown and debt repricing across retail, office, industrial, and hospitality
- Refinancing cliffs and forced repricing by property type
- Regional valuation divergence across commercial sectors
- Liquidity-driven mispricing opportunities across equity and debt positions
Join fellow family offices, RIAs, and investment leaders for peer-driven discussions. Compare allocation strategies, operations & emerging opportunities with peers navigating similar investment decisions.
- The Housing Infrastructure Transformation (Hosted by StarPlex Real Estate Solutions LLC)
- Retail Reimagined: Where Commerce Meets Community
- Financing the Family Office Portfolio: Debt, Leverage & Capital Structuring
- Passing It Down: Structuring Wealth & Real Estate for the Next Generation
- How AI Is Reshaping How Portfolios Get Built and Managed
- Maximizing After Tax Returns: Planning and Execution of 1031 Tax Deferred Exchanges (Hosted by Beacon Financial 1031 Exchange Services)
What happens when AI-powered investing meets a broader world of investment opportunities? Join us for a candid conversation about how AI and alternative investments are reshaping the way wealth is built, managed, and accessed, expanding investor choice and challenging traditional approaches to wealth management.
Housing affordability challenges and demographic demand continue to reshape multifamily investment strategies. This session examines where build-to-rent and workforce housing are creating scalable development opportunities in supply-constrained markets, alongside how disciplined value-add execution is still generating returns as underwriting assumptions and capital costs continue to shift.
Key Insights:
- Build-to-rent expansion and institutional scaling in development pipelines
- Rent regulation risk in gateway East Coast cities
- Asset repricing has forced a recalibration of return thresholds
- CapEx discipline and operator execution now determine value-add success
- Submarket and asset selection have become hyper-localized across both new development and existing assets
Retail has evolved from a challenged asset class into a highly selective investment opportunity, with private capital increasingly focused on quality, scarcity and operational upside.
This panel brings together funds, owners/operators and developers to debate where the best opportunities exist across retail and mixed-use.
From acquisitions and redevelopment to ground-up development and mixed-use strategies, hear where sophisticated investors are placing their bets — and where they’re walking away.
Key Insights
- Where’s the Alpha? Identify the retail formats, markets and strategies offering the most compelling risk-adjusted returns today.
- Buy, Build or Redevelop? Explore when investors should acquire existing assets, pursue ground-up development or unlock value through repositioning and redevelopment.
- The Mixed-Use Advantage: Examine how residential, hospitality, medical, entertainment and other uses can enhance retail performance and overall project economics.
- The Private Capital Edge: Discuss how family offices and private funds can leverage patient capital, flexibility and direct ownership to pursue opportunities institutional investors may overlook.
- What’s Next for Retail? Debate the tenant categories, consumer trends and investment themes that will define the next generation of successful retail and mixed-use properties.
Hospitality is evolving into a broader lifestyle and experiential real estate strategy where operator execution, consumer behavior, and brand value increasingly drive returns. Explore how family offices are evaluating hospitality, wellness, and branded residential opportunities as long-term portfolio allocations.
Key Insights:
- The experience economy as an investment theme
- Where family office capital is deploying across hospitality
- Operator selection: the new alpha
- Hospitality performance through economic cycles
- Wellness, longevity, and lifestyle infrastructure
- Hospitality meets residential real estate through branded and hybrid models