DAY 1: October 26th - EST
Political outcomes, fiscal policy, demographic migration, and geopolitical shifts are increasingly shaping real estate performance and capital allocation decisions. Gain a framework for assessing policy-driven risks and opportunities that will influence investment strategy, market selection, and portfolio resilience through 2030.
Key Insights:
- How midterm cycles historically impact liquidity, pricing, and capital deployment timing
- State tax regimes and migration-driven demand shifts (Northeast vs Sunbelt)
- Tariffs, immigration, and labor impacts on construction and housing supply
- Global capital reallocation across U.S., Europe, and Asia
Understand how family offices are repositioning capital across asset classes, geographies, and investment structures in response to changing market conditions. Explore the allocation trends, liquidity preferences, and private market opportunities shaping the next cycle.
Key Insights:
- Emerging allocation priorities across asset classes
- Geographic rotation across U.S. and global markets
- Risk appetite shifts in a higher-rate environment
- Direct investing acceleration vs. fund reliance
- Private credit expansion & liquidity positioning for the next cycle
Real estate markets are experiencing significant repricing as refinancing pressure, liquidity constraints, and capital withdrawal create widening performance gaps across sectors and regions. Learn where dislocation is creating opportunity and how investors are identifying mispriced assets.
Key Insights:
- Capital stack breakdown across asset classes
- Refinancing cliffs and forced repricing
- Regional valuation divergence
- Liquidity-driven mispricing opportunities
As capital increasingly seeks exposure to specialized sectors, investors must distinguish between durable structural growth themes and temporary market enthusiasm. Explore the sectors, operating models, and partnership structures attracting long-term family office capital.
Key Insights:
- Specialized sectors backed by the strongest structural tailwinds
- Operational due diligence, regulatory requirements, and technical expertise in hyper-specialized categories
- When niche asset classes reach scalability and how to time entry without overpaying
- Structuring partnerships, co-investments, and oversight that balance operator autonomy while protecting capital
Join fellow family offices, RIAs, and investment leaders for peer-driven discussions across seven specialized real estate sectors. Compare allocation strategies, operations & emerging opportunities with peers navigating similar investment decisions.
Roundtable Topics:
- The Housing Infrastructure Transformation
- Retail Recoded: From Strip Centers to Consumer Infrastructure
- Office Collapse to Opportunity - The Stranded Asset Transformation
- The Global Logistics Reconfiguration: Industrial 2.0
- Hospitality as Lifestyle Infrastructure: Operator Excellence & Strategic Deployment
- Innovation Real Estate: Alternative Asset Types
- The Energy-Infrastructure Nexus - Power, AI & The Future of Real Estate Value Creation
Through guided conversations sector leaders, dive deeper into sector-specific challenges, and investment outlooks through focused peer discussions. Choose two topics for 30 minute rotations to thoroughly evaluate the opportunities that most resonate with your portfolio and growth trajectories. Assess income durability, structural tailwinds, and repositioning opportunities shaping the 2027–2030 investment landscape.
Roundtable Topics:
- The Housing Infrastructure Transformation
- Retail Recoded: From Strip Centers to Consumer Infrastructure
- Office Collapse to Opportunity - The Stranded Asset Transformation
- The Global Logistics Reconfiguration: Industrial 2.0
- Hospitality as Lifestyle Infrastructure: Operator Excellence & Strategic Deployment
- The Energy-Infrastructure Nexus - Power, AI & The Future of Real Estate Value Creation
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
Artificial intelligence is fundamentally transforming underwriting accuracy, asset performance optimization, and portfolio decision-making. Competitive advantage is shifting toward data-enabled operators.
Key Insights
- AI underwriting systems
- Portfolio optimization models
- Asset performance intelligence
- Proptech integration frameworks
Housing affordability challenges and demographic demand continue to reshape multifamily investment strategies. Examine how build-to-rent and workforce housing models are creating scalable, income-oriented opportunities in supply-constrained markets.
Key Insights:
- Rent regulation risk in gateway East Coast cities
- Build-to-rent expansion and institutional scaling
- Public-private housing incentive structures
- Operational efficiency through technology integration
The value-add multifamily landscape has fundamentally changed as underwriting assumptions, capital costs, and execution risks continue to evolve. Learn where investors are still generating attractive returns through disciplined asset selection, operational execution, and market positioning.
Key Insights:
- Asset repricing has forced a recalibration of return thresholds
- CapEx discipline now determines success
- Submarket and asset selection have become hyper-localized
- Execution risk and operator evaluation are paramount to optimizing value creation