11TH Annual Global Real Estate Forum 2024 | Markets Group | 4 December 2024 | Convene, 225 Liberty St, New York, NY 10281, USA

This event will feature real estate industry leaders tackling timely issues within the sector. This exclusive closed-door event will bring together senior-level investment executives representing some of the most prestigious corporate and public pensions, endowments, foundations, sovereign wealth funds, family offices, RIAs, and OCIOs. Join your peers and industry thought leaders as we drive the real estate industry forward.

Key Discussion Topics
State of the Market: The Great Reset:
• Despite much debate over where we are in the current cycle, experts agree that the rules of the game have clearly changed, forcing investors and managers to rethink their investment strategies and return expectations. “Higher for longer” has become the new mantra as the industry grapples with the realities of a continued high interest rate environment. Simply putting money to work is no longer an option as the tailwinds of cap rate compression have dissipated. During this session, panelists will share their insights and dissect the state of the market. Understand where we are in the cycle. Have we hit bottom, or is there more pain to come? Have current conditions created buying opportunities? Which investment strategies, asset classes, and geographies are poised to outperform? What can we expect in 2025?
Building a Recession-Proof Portfolio:
• Industry thought leaders share their expert perspectives on which strategies will deliver returns in 2024. How are investors structuring their real estate allocations? Which investment strategies are you divesting from? How can you hedge against risk in the coming 12-24 months? Which asset classes are performing? How can allocators reframe their strategic approach to building a recession-proof portfolio?
Global Multifamily Market Overview:
• Real estate investors have seen new construction and net absorption levels surpassing forecasts for the multifamily sector. What impactful innovations are being rolled out across multifamily developments? Which geographic regions are seeing the most growth in the multifamily market? What are the greatest headwinds being faced by multifamily allocators? What are the multifamily expectations for the year ahead?
Mind the Debt Gap:
• Major economies across the globe have come close to a recession in recent years. How have these fragile markets impacted the real estate debt space? Which property types have the most concerning loan to value ratios? Which global economies have the most balanced supply and demand? What is the current state of lending conditions across different markets and different real estate asset classes?
Opening Doors with Residential Real Estate:
• Residential markets are profoundly impacted by interest rates, housing supply and demand, and economic trends. How are single family rental and build to rent markets performing in today’s environment? How are you approaching other living sectors such as manufactured housing, student housing, affordable housing, multifamily housing, and senior housing? What headwinds and tailwinds are impacting the residential sector? Where are opportunities emerging? What can we expect for the future of residential real estate?
A Closer Look at Retail, Office, and Hospitality:
• As commercial real estate has undergone extreme change in the last four years, our esteemed speakers will divulge with their expert perspectives on the state of commercial real estate markets. Which sectors within commercial real estate are allocators favoring? Where are allocators shying away? How is retail performing? Are you seeing demand for office space? What is the state of the hospitality industry? Are hotels offering new opportunities for allocators to diversify their portfolios?
Sustaining Gains in Industrial and Logistics:
• With logistics construction in North America and Asia Pacific reaching record levels, construction, financing costs, and rents continue to rise. Industrial and logistics markets have continued to experience a slow and steady increase in occupier activity as the supply of properties remains limited. Will supply pressure affect the market in 2025? Which geographic regions across the globe are delivering strong returns in logistics and industrial?
Data Centers, Life Sciences, and Other Alternative Strategies:
• Which niche asset classes within the real estate sector have generated stable returns for investors? Real estate alternative strategies such as data centers, life sciences, manufactured housing, student housing, self-storage facilities, film & television production studios, senior housing, cold storage, and medical office buildings have gained increased attention by investors and managers, alike. Which alternative asset classes are forecasted to outperform in 2025?
Finding Opportunistic and Distressed Debt Opportunities:
• Following the pandemic, many predicted that the market would be flooded with distressed and distressed-like opportunities. However, such predictions proved false due in large part to the historically low interest rates and overall market liquidity at the time. Faced with today’s higher interest rates, rising inflation, and plummeting valuations, both managers and investors are now more willing to pursue higher risk investment vehicles for the sake of higher returns. Join industry experts as they discuss opportunistic and distressed debt opportunities, current market conditions, and why now is the time to invest.

2024 Speakers

KEYNOTE SPEAKERS:

Torii Hunter
Former MLB Outfielder, Five-Time All-Star

Dale Folwell
Treasurer, North Carolina

Dean Adler
Chief Executive Officer and Founder, Lubert Adler Partners, L.P.

SPEAKERS:

John Gluszak
Head of Real Estate, Bureau of Asset Management, Office of New York City Comptroller

Sarah Jancot
Senior Investment Manager, Unlisted Real Estate, Global Logistics Real Estate, Norges Bank Investment Management

William Connors, CFA
Deputy Chief Investment Officer, New Jersey Division of Investment

Arthur Guimaraes
Chief Data and Operating Officer, Co-Head of Real Estate, University of California Investments

Ksenija Jovanovic
Managing Director, Alternatives Investments, Aflac Global Investments

Dima Blumin
Senior Portfolio Manager, Real Assets, World Bank Pension Plan

Rohit Nerurkar
Principal and Head of US Real Estate, Mercer

Megan Malone
Head of Private Equity and Real Estate - Americas, Citi Global Wealth

Michael Pascucci
Senior Portfolio Manager, Benefit Trust Investments, Johnson & Johnson

Dev Subhash
Partner, StepStone

Cyndi Thomas
Managing Director, RCLCO Fund Advisors

Brian Neale
Chief Investment Officer, University of Nebraska Foundation

Pramit Mukherjee
Senior Director, Investments, Legal & General America

Jackie Dash
Vice President, Real Estate Investments, Hamilton Lane

Jake Heacox
Partner, Portfolio Manager, The Townsend Group

Mary Cahill
Chief Executive Officer and Chief Investment Officer, Acansa Investment Management

Jonathan Woloshin
Head, Real Estate & Lodging Research, UBS Wealth Management Chief Investment Office, UBS Wealth Management

Christie Chen
Director, Investments, Oxford Properties Group

2024 Sponsors

GOLD SPONSORS:
• Conversant
• DWS
• Equity Resource Investments
• Hazelview Investments
• HPS
• LaSalle
• Manatt
• Monroe Capital

SPONSORS:
• Axonic
• Bear Real Estate Advisors
• Belay Investment Group
• Centurion Asset Management
• Chesterfield Faring Ltd
• Cloud Capital
• Cortland
• Eastham Capital
• Jones Street Investment Partners
• Leon Capital Group
• Lionheart Strategic Management
• Lubert Adler
• Lument
• Mirasol Real Estate Partners
• Mural Real Estate Partners
• Nuveen Real Estate
• Paul Hastings
• Prospect Ridge
• Rialto
• Rockwood
• Stock Bridge
• Virtus Real Estate Capital
• W&D Investment Partners
• Wafra
• Willkie Farr & Gallagher LLP
• Yardi

NETWORKING SPONSORS:
• Avila Capital
• AWH Partners
• Castellan Real Estate Partners
• Left Lane
• Stoneweg
• Peachtree Group
• Urban Equities Real Estate Investments
• Urban Standard Capital
• Winston & Strawn LLP

WELCOME RECEPTION SPONSOR:
• Rockfeller Group