Real Estate Summit
Where are the most compelling opportunities in today’s market: which regions are over and under-owned today? How are firms differentiating themselves and pivoting for success in a forward-looking market?
Which vehicle best fits your mandate? A look at SMAs, deal-by-deal, co-mingled, evergreen and more: how do executions and governance differ? And how can fees be structured to align incentives?
Fireside chat
Where should real estate fit within an overall portfolio across cycles? How does real estate sack up against other asset classes and within which subsectors are today’s opportunities?
How is the secondary market evolving and how do secondary solutions stack up against credit and co-investment?
Discussion group run under the Chatham House Rule and closed to press. To register please email abbie.punter@informa.com.
In 5–10 years, which sectors and strategies are likely to be valuable versus obsolete under different rate, macroeconomic and policy paths? How will living costs and shifting demographics reshape the future of today’s investments?
Fireside chat
How do power availability, interconnection and zoning, shape site selection, rents and valuations across the US? How are investors factoring in grid constraints, efficiency considerations and policy incentives? To what extent are prices and valuations being inflated?
Are we seeing a flight to quality for real estate credit funds? How are investors sifting through the competition?
Fireside chat
End of the Real Estate Summit