The 8th Annual Real Estate West Forum is a local peer-to-peer educational event exclusively for the institutional and high net worth wealth management community with a specific focus on allocations
The forum brings together investors, funds, and advisers for a one-day meeting to discuss sectors, due diligence, and real estate investment opportunities in the US and around the world.
The investor-focused event provides a due diligence platform for US based and international pension funds, foundations, endowments, fund of funds, family offices, wealth managers, consultants, and sovereign wealth funds interested in direct research on real estate opportunities.
SPEAKERS
Stephen Biggs Managing Director, Head of Alternative Investments The Mather Group
Jennifer Jones Head of Partnerships - Real Estate & Private Markets, Executive Director, Senior Portfolio Manager UBS Asset Management
Dhinesh Ganapathiappan Senior Investment Officer, Head of Private Markets City of San José
Barbara Bernard Senior Vice President, Real Estate and Real Assets Callan
Jessica Chumak Investment Officer, Private Markets Los Angeles City Employees’ Retirement System (LACERS)
Anil Daryani Managing Director Citi Private Bank
Cindy Chavez Vice Chairperson, Board of Director, & Administration & Finance Committee Santa Clara Valley Transportation Authority Retiree Trust Funds
Brendan MacDonald Partner and Chief Operating Officer, Real Estate StepStone Group
Valerie Red-Horse Mohl Co-Founder & President Known
Aaron C. Quach Vice President, Real Assets Consulting Callan
Owen DeHoff Managing Partner Jasper Ridge Partners
Mariia Eroshin Managing Director, Family Office, Foundations & Endowments Certuity
Ethan Doyle Managing Director AlTi Tiedemann Global
Jack Dowd Vice President The Townsend Group
Jonathan Masse Senior Investment Strategist, Wealth Adviser, Perigon Wealth Management
Michael Hodgkinson Vice President, Real Estate Investments DCA Family Office
Paige Mueller Managing Principal Eigen 10 Advisors
Jasmine Nazari Chief Operating Officer Urban Green Investments
Brian Biggs Vice President, Research Grosvenor
Cole Adaskaveg Financial Planning Specialist Morgan Stanley Private Wealth Management
Joshua Silber Managing Partner Tuscan Management
Robin Patel Senior Director, Wealth Management Choreo
Marcus van Leeuwen Vice President of Investment Belay Investment Group, LLC
Jason Bordainick Managing Member & Co-Founder Hudson Valley Property Group
GOLD SPONSORS
SPONSORS
NETWORKING SPONSORS
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Key Discussion Topics
State of the Industry
From coast to coast, real estate markets are facing regulatory changes, extreme weather conditions, and fluctuating supply and demand. The Markets Group 8th Annual Real Estate West Forum will commence with a scene setting discussion addressing trends emerging across the industry. Our panelists will share noteworthy headwinds and tailwinds that are affecting real estate investors and managers alike.
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?
Examining Opportunities in Debt
Debt has been pushed to the topof board room discussions as opportunities continue to surface following the2020 pandemic. Our panel of esteemed speakers will cover loan structures suchas singlefamily residential bridge loans, mezzanine loans, subordinated secured debt or B-notes, and CRE firstmortgages, among others. This panel will also address the key considerationsfor investors looking to enter or expand their presence in the debt sphere.
The Rise of Multifamily
Inthis dynamic panel discussion, our speakers will address the rapidly growingmultifamily sector. What criteria are you utilizing to identify opportunitieswith upside? How are you approaching affordable housing versus amenity-richdevelopments? Which west coast regions are seeing more multifamily growth? Whatare the largest factors contributing to the rise of the multifamily sector?What is driving investor appetite for multifamily?
What’s New with Niche Investment Strategies
Nicheasset classes have become a critical component of many real estate portfolios.Among these asset classes are life sciences, student housing, self-storagefacilities, data centers, film & television production studios, seniorhousing, manufactured housing, and medical office buildings. Which of theseasset classes are the most favorable moving into 2024? Which asset classes’momentum has slowed? Are current yields and returns sustainable as we look tothe year ahead?
Finding Value in Value-Add?
Real estate investors consider the risk factor as they buildout their portfolios. While some favor Value-Add and Opportunistic, othersremain confident in Core and Core Plus. Our panelists will share their insightsinto where investors can find the most value in the short and long terms. Giventhe current state of the economy and real estate markets, should investorsbolster their portfolios with riskier investment strategies or opt to play itsafe?
Investing in West Coast Residential Real Estate
Residentialhousing markets have rapidly evolved year over year as housing trends, mortgagerates, and economic considerations continue to morph. Is reurbanization top ofmind or will the great migration continue to bolster markets outside of cities?What trends unique to the west coast are affecting the investment selectionprocess? What should investors seek and avoid as they approach this sector?
America’s Economic Circulatory System: Industrial
Withthe rise of remote working, online shopping, and transient housing, industrialreal estate has grown in economic importance. Americans rely on ecommerce(warehousing, distribution, and logistics parks) daily. As many Americans haveleft the traditional 9-5 in Midtown behind, flexible storage and self-storagehas boomed. Our panel of industry experts will examine the trends affecting thesupply and demand of industrial, as well as how developing smarter buildingsand digital transformation may be the next phase of industrial.
Private Wealth is Making Waves
RegisteredInvestment Advisors and family offices face unique challenges while boastingunique strengths within the real estate investment ecosystem. When it comes toallocating to real estate funds, what advantages do family offices and RIAshave compared to that of an institutional investor? What can institutionalallocators learn from the operations of private wealth investors? What haveprivate wealth investors learned from institutional investors? Can the privatewealth community leverage tax advantages to stabilize their portfolios? What is the risk appetite ofprivate wealth real estate investors?
A Closer Look at Retail, Office, andHospitality
With technological, geopolitical, and socioeconomicfactors restructuring the state of the industry, our speakers will share theirthoughts on the U.S. commercial real estate markets. Which sectors withincommercial real estate are allocators favoring? Where are allocators shyingaway? How are retail, office, and hospitality performing? What do investors andmanagers need to understand about mixed use spaces?
REGISTRATION
INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.
VENUE
Julia Morgan Ballroom
465 California St
San Francisco, California
USA 94104
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