Inside the agenda: Real Estate Private Funds Summer 2026

At a glance: Real Estate Private Funds Summer Forum

• When: June 24–26, 2026
• Where: Newport Harbor Island Resort, Newport, RI
• Who: Over 550+ leaders from across the real estate industry, including institutional investors, fund managers, CFOs, CRE professionals, tax advisors, and technology leaders.
• What: A three-day forum exploring real estate investment strategies, capital markets dynamics, and emerging market trends shaping the future of CRE.

What is the purpose of the REPF Summer Forum?

The conference aims to provide actionable insights into real estate investment strategies, capital markets dynamics, and operational excellence in a rapidly evolving economic and regulatory environment. It brings together industry leaders to discuss challenges, opportunities, and innovations shaping the future of commercial real estate (CRE).

What are the key topics covered?

• State of the industry: Adapting to elevated interest rates, inflationary pressures, and geopolitical uncertainties impacting CRE.
• Fund structuring and governance: Strategies for feeders, blockers, co-invest vehicles, and scalable reporting processes.
• Capital markets dynamics: Liquidity management, secondaries pricing trends, and GP-stakes governance considerations.
• Tax strategies: Federal tax changes, bonus depreciation phase-outs, and cross-border tax planning.
• Technology integration: AI tools for underwriting, ESG compliance, and tech stack upgrades.
• Market trends: Adaptive reuse, ESG pressures, and sector-specific opportunities in industrial, retail, and multifamily markets.

What are the strategic benefits for attendees?

• Institutional investors: Gain insights into portfolio construction and allocation priorities for 2026. Understand ESG reporting burdens and emerging sector/geography preferences.
• Fund managers: Learn about fund structuring, governance, and investor communication best practices. Explore creative capital stack solutions and liquidity management strategies.
• CFOs and tax advisors: Stay updated on tax policy changes and strategies to enhance net investor returns. Leverage case studies on cost segregation and cross-border tax planning.
• Technology leaders: Discover how AI tools and automation can improve underwriting and compliance. Evaluate frameworks for tech stack upgrades and data governance.

Why is this conference important for CRE professionals?

• Strategic insights: Gain clarity on fund structuring, tax planning, and capital deployment strategies in a complex regulatory and economic environment.
• Networking: Connect with institutional investors, fund managers, tax advisors, and technology leaders shaping the future of CRE.
• Operational efficiency: Learn how to leverage AI, automation, and scalable reporting to improve underwriting, compliance, and investor communication.
• Future planning: Prepare for challenges like regulatory changes, market volatility, and evolving investor expectations.

Who are the key participants?

• Institutional investors and fund managers: Leaders from firms like Morgan Stanley, StepStone Group, and Madison International Realty.
• Tax and legal experts: Partners from CohnReznick, Seyfarth, and Anchin providing insights on tax policy and fund governance.
• Technology innovators: CEOs and founders from companies like Examen, AcquiOS, and OpEff Technologies driving AI and automation in CRE.
• Industry panelists: Experts like Jim Costello (MSCI), Emi Adachi (Heitman), and Tatiana Segal (Morgan Stanley) offering macroeconomic and sector-specific perspectives.
• Policy and regulatory specialists: Professionals addressing tax efficiency, ESG compliance, and cross-border investment strategies.

The Real Estate Private Funds Summer Forum equips professionals with actionable strategies to navigate a rapidly evolving CRE landscape. From fund structuring to market trends, attendees gain the tools, insights, and connections needed to thrive in 2026 and beyond.