Day 3- June 26th, 2026
• Build a credible, institutionally acceptable platform capable of raising external capital.
• Master the operational, legal, and governance foundations required for fund management.
• Develop compelling fund strategies, track records, and investor messaging.
• Understand LP evaluation criteria and how to differentiate in a competitive market.
• Avoid common pitfalls that delay or derail early fundraises.
• How investors adjust risk appetite in a higher-rate environment.
• Sector rotation: asset classes gaining traction vs. losing appeal.
• Capital stack shifts: increasing use of pref equity, hybrid debt, co‑GP.
• Evaluating new vs. traditional real estate niches.
• How macro conditions affect underwriting and business plans.
• Underwriting adjustments to cap rates, rent growth, and OpEx assumptions.
• Enhanced due diligence: climate risk, insurance, cyber/data vulnerabilities.
• Deal sourcing strategies in a slower transaction market.
• Negotiating with lenders and sellers to close gaps.
• Examples of deals that “shouldn’t have penciled but did.”
• What LPs prioritize in evaluating manager pitches.
• Common pitch weaknesses and how to correct them.
• Transparency, governance and reporting expectations.
• Key elements needed for LP comfort with a fund or JV strategy.
• Real-time feedback and evaluation frameworks.
• Evaluating risk premiums across construction and value-add strategies.
• Financing constraints on development and heavy rehab.
• Tenant demand outlook by sector affecting value-add feasibility.
• How opportunistic strategies differ in 2026 vs. 2018–2022 vintages.
• When to pursue contrarian opportunities in distressed or transitional assets.
