6/9 Preliminary AgendaMonday, 2 June 2025 - ET

• What impact are interest rates and tariffs having on CRE investment and operations generally?  How do you expect this to develop over the coming year?
• What do you see as your most likely sources of capital over the next six months?
• How is inflation affecting liquidity? What do you think needs to happen to unlock liquidity in the marketplace?
• Mezz debt & market today, what are you seeing?
• Are certain assets more susceptible to liquidity challenges?
• What impact on CRE lending and investment have we seen recently with banks generally?
• What macroeconomic factors are having the biggest impact on asset pricing? 
• How do you think the current global landscape will affect the global real estate market?
• Which regulatory developments do you expect will make the biggest waves for CRE?
• Which asset classes and markets will face the biggest headwinds in the coming year, and which are primed for growth?  Are you seeing any asset bubbles?

• What sort of activity can we expect to see in the coming months? Who is providing it?
• Which markets and sectors are successfully getting mezzanine debt?
• What are the refi and sale markets looking like today?
• Blending different debt structures: mezz, pref equity, bridge, PACE, gap capital, construction loans, synthetic senior stacks etc.
• Complexity around intercreditor agreements
• Any sign of bank activity? Private credit activity?
• What are the outlooks for foreign investment and joint venture financing?
• How are refis playing out?
• What do yields look like in the current climate?

• How do you view the next 6-12 months playing out in terms of originations and investment activity?
• How has your strategy changed in what is a currently a lenders’ market?
• Capital has been attractive to real estate private credit vs. equity given the perceived better risk/adjusted returns: is there too much capital chasing this space?
• Senior debt: what is out there and who is providing it?
• What is important when managing borrower relationships in downturns?
• What are you hearing from your investors? What is LP sentiment on high yield debt investments today?
• Are you seeing foreign capital returning to the US market and vice versa?
• How are you approaching mezz loans within the fund?
• Debt fund structures in 2026
• What interest rates are being offered on short-term loans?

Grow your network by participating in our speed networking style session suitable for all conference delegates, whether you are a borrower, lender, developer, debt fund, or other market participant.  This is a unique opportunity to meet new contacts, strengthen business opportunities, broaden perspectives and generate new ideas during a dedicated time of the forum day. 

• Construction pricing, how is the market affecting your development of properties?
• Filling gaps left by construction lenders pulling back
• Underwriting risk in projects with delayed timelines and rising costs
• Intercreditor tensions between senior, mezz, and pref equity

• How are higher rates and refinancing gaps pushing mezz positions into stress?
• Which asset classes are being affected the most?
• Are market conditions mainly driving bankruptcies or something else?
• What rights do mezz lenders have?
• Have bankruptcies gone up in the last 12 months? What are you seeing?
• Case studies from recent issues

• AIdriven underwriting and risk scoring
• Digitizing intercreditor negotiations
• Techenabled monitoring of borrower performance, how are you using the different platforms for your business?
• More CRE data available for lenders/borrowers, does AI help with your mezz financing strategies? How are you more efficient?
• What other ways are you using AI on your day to day?

• What does the data say about occupancy levels in different geographies and different property classes/types/vintages?
• How are you managing your assets and any workouts?
• How is the banking crisis impacting the office market in NYC and other MSAs?
• What’s the latest on office loans maturing? CMBS?
• What are tenants demanding from landlords in the new working environment?
• Financing tenant improvement costs
• How are landlords embracing AI and innovation to improve occupancy levels and profitability?
• How are landlords and corporate tenants addressing energy costs and consumption?
• Are there any attractive distressed plays coming down the pike?
• Any plans for repositioning or exits?
• Creative financing solutions for office to resi or office to lab conversions?