Day one - EST
Dissect how portfolios are evolving over the next decade as capital is reallocated across asset classes, tax policy uncertainty reshapes deployment strategies, and risk mitigation frameworks adapt to structural market shifts.
Main Insights
Capital reallocation across real estate, infrastructure, and private credit
Portfolio construction and risk management for a structurally different environment
Tax policy uncertainty: 1031 exchanges, carried interest, and Opportunity Zones
Identifying alternative deployment strategies amid new policy restrictions
Discover how investors identify long-duration secular growth trends before they become consensus and where the next generation of institutional real estate opportunities is emerging.
Main Insights
Identifying secular growth trends before consensus
Platform-building as a competitive advantage
Lessons from past themes that generated outsized returns
Emerging sectors poised for institutional adoption
Emerging managers across multifamily, SFR, MHP, BTR, STNL, and land/homebuilding showcase their edge in rapid-fire pitches as allocators evaluate differentiation, scalability, and execution capability in real time.
Main Insights
Thesis differentiation across residential sectors
Operational readiness: team depth and scalability
Underwriting rigor and capital deployment discipline
What moves allocators from interest to commitment
Recharge, connect face-to-face, and tap into the event app to schedule meetings with fellow attendees
AI is rapidly becoming the individual investor's underwriting assistant. Learn how retail LPs can use readily available tools to analyze offering materials, challenge sponsor assumptions, and identify risks before wiring capital.
Main Insights:
How to stress-test projected returns under multiple market scenarios
Identifying overly optimistic rent growth and exit assumptions
Understanding fees, waterfalls, preferred returns, and promote structures
Building an AI-powered diligence process without an analyst team
A practical prompt library to evaluate future investments
Emerging managers present strategies across industrial, medical, office, retail, and hospitality in a fast-paced format that mirrors today's fundraising environment, providing allocators an unfiltered look at what separates promising managers from the rest.
Main Insights
Real-time diligence and operational readiness signals
Thesis stress-testing against market headwinds and capital constraints
Benchmarking emerging managers across sectors
What moves a manager from "interesting" to "backable"
Join us for an interactive Lunch & Learn where attendees connect in peer-segmented tables to share lessons from the field. Discussed are the hard-earned lessons that shape the different approaches to private real estate investing. Learn how to evolve diligence processes, mistakes to avoid today and the best frameworks to deploy capital with confidence.
Main Insights:
Sponsor red flags that often emerge only after investing
How experienced LPs evaluate operators before committing capital
Portfolio allocation strategies across multiple sponsors and deals
The questions sophisticated retail investors ask before every investment decision
Develop a practical framework to assess credit-oriented real estate strategies and navigate risk-return profiles across the capital stack as distressed debt, preferred equity, and mezzanine financing emerge as high-conviction opportunities for patient capital.
Main Insights
Distressed debt landscape, timing, and deployment
Preferred equity and mezzanine structuring
Credit underwriting in dislocated markets
Control optionality and conversion strategies
GP selection criteria for structured capital
Examine how operational excellence, technology, and scalable platforms are becoming the primary drivers of value creation as competitive advantage shifts from cap-rate compression to measurable operational outcomes.
Main Insights
Operational platforms that drive alpha at scale
Investor reporting as a competitive advantage
Scalable models that support growth without sacrificing margins
Evolution of manager selection criteria
Discover how emerging managers are capturing alpha in under-owned markets like industrial storage, data centers, RV parks, natural assets, senior living, marinas, and billboards -sectors with durable demand drivers and significant runway before they become consensus investments.
Main Insights
Emerging sectors with durable long-term demand drivers
Pre-institutional playbook: scalability, operational moats, and defensible cash flows
Operational complexity as competitive advantage
2035 core allocation forecast as sectors mature from niche to necessity
Recharge, connect face-to-face, and tap into the event app to schedule meetings with fellow attendees.
Explore how to leverage GP stakes, secondary transactions, and co-investments to access top-tier emerging managers, capture alpha through fee-efficient structures, and build diversified exposure in a market where traditional allocation strategies face extended timelines and capacity constraints.
Main Insights
GP stakes for long-term alignment and priority access
Secondary opportunities: discounted NAV and immediate portfolio exposure
Valuation dynamics and identifying mispriced opportunities
Diligence frameworks for non-institutional buyers
Structuring and tax considerations: deal terms, control rights, and K-1 complexity
Great real estate investing is as much about portfolio construction as it is about selecting individual deals. This session explores how retail LPs can allocate capital across sponsors, strategies, and vintages while managing concentration and liquidity risk.
Main Insights
How to evaluate whether a deal's projected returns justify the risks
Position sizing guidelines for individual investors
Diversifying across sponsors, markets, asset classes, and vintages
Understanding capital calls, liquidity constraints, and downside scenarios
A practical underwriting and risk-assessment checklist for every investment
Examine how evolving structures like GP stakes, co-investments, separate accounts, and NAV facilities are reshaping traditional relationships as LPs evaluate managers through a broader lens that extends beyond returns to governance, transparency, and long-term partnership quality.
Main Insights
Characteristics that distinguish best-in-class managers
Emerging standards for governance, reporting, and transparency
Influence of co-investments, separate accounts, and joint ventures on capital allocation
Evolving expectations around fee structures and NAV facility disclosures
Future role of commingled funds versus customized structures