Real Estate Private Wealth East Retreat

State of the Industry

Thought leaders set the stage with an economic outlook addressing the leading global real estate markets. Our panelists will share their views on U.S. asset allocation strategies and macroeconomic factors weighing into their decisionmaking processes in the next six to twelve months. Which sectors within the real estate sector are outperforming? How are you structuring your real estate allocations moving into 2025?

A New Chapter for Multifamily

How are private wealth allocators approaching multifamily strategies? What kind of returns are you seeing from this space? Will interest rates impact the trends that you are seeing in multifamily investments? How can managers set themselves apart from other players? Which geographic regions of the U.S. are seeing more demand in multifamily? Based on your due diligence, what will the next chapter of multifamily hold?

Framing Top Tier Deal Structures

What are best in class ways to approach real estate deal structures? How are interval funds playing a role in your investment strategy? What operational considerations are top of mind as you manage your real estate portfolio? Where are you choosing joint ventures or direct deals over real estate funds? What have been your teams’ greatest pain points and how have you overcome them?

Real Estate Alternatives Worth a Second Look

Real Estate alternatives like manufactured housing, life sciences, student housing, self-storage facilities, data centers, film & television production studios, senior housing, cold storage, and medical office buildings, among others, have gained increased attention by investors. Macroeconomic trends and factors include an imperative for data management, an aging baby boomer population, and a societal focus on health and medicine. How are these real estate strategies performing? As you assess your portfolio for 2025, which asset class to you expect to outperform?

Unearthing Opportunities in Private Credit and Private Debt

What type of distressed assets are performing favorably? What kind of loan structures would you recommend incorporating into your investment strategy? Which structures would you actively avoid? Are you approaching debt differently in different real estate asset classes? How are private wealth allocators approaching private credit in the current economic environment? Where can investors find opportunities in the credit market?

Top Tier Risk Valuation

How are private wealth real estate investors evaluating the risk of their real estate strategies within their investment portfolios? Are there any new due diligence methods that your team is utilizing to ensure appropriate lengths are taken? As you look ahead to 2025, are you favoring opportunistic and value-add strategies, or is your team in favor of allocating to core and core plus strategies? Do different geographic markets change your approach to risk? What headwinds are your research teams anticipating?

Planning For Your Succession

How are asset allocators leveraging their real estate portfolios to build generational wealth? What unique deal structures have you successfully implemented in your real estate strategies? How are you diversifying to grow generational wealth for you or your underlying clients? How can tax efficiencies and trusts be effectively utilized to bolster real estate portfolios?

Macroeconomic Trends Driving Real Estate Markets

How have global geopolitical developments affected your portfolios, and what are you doing to generate stable returns? What are the top five macroeconomic trends steering real estate markets? What new trends do you foresee emerging across the sector? What macroeconomic factors are playing the greatest role in your investment decisionmaking process? What can RIAs and family offices do to hedge against global disruption and develop growth strategies for 2026?