Day 1 - October 26 - 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 market opportunities that will influence investment strategy 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. 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
Artificial intelligence is fundamentally transforming underwriting accuracy, asset performance optimization and portfolio decision-making in real estate wealth management. As the industry evolves, competitive advantage is shifting toward data-enabled operators who can leverage advanced digital infrastructure to drive wealth management growth and operational excellence.
Key Insights
- Scaling digital infrastructure to support wealth management growth
- Portfolio optimization models for risk-adjusted return maximization
- Real-time monitoring and predictive analytics of asset performance
- Proptech integration frameworks
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
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.
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
As capital increasingly seeks exposure to specialized sectors — from self-storage and student housing to data centers, cold storage, industrial outdoor storage (IOS), senior housing, and healthcare — 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:
- Which specialized sectors (data centers, cold storage, self-storage, IOS) are backed by the strongest structural tailwinds versus which are riding temporary enthusiasm
- Operational due diligence, regulatory requirements, and technical expertise required in hyper-specialized categories like healthcare and senior housing
- When niche asset classes like student housing reach scalability and how to time entry without overpaying
- Structuring partnerships, co-investments, and oversight that balance operator autonomy while protecting capital across technically complex sectors
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.
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