7th Annual Real Estate West Forum San Francisco | March 8, 2023 Request Agenda

The 7th 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 to real estate.

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.



Catherine Ulozas, Chief Investment Officer, Drexel University Endowment

An investment professional for over 30 years, Catherine Ulozas has managed investment funds for an endowment, insurance companies, the largest US thrift and a State Pension Fund. Coming to Drexel in March of 2010, Catherine has repositioned the portfolio assets into a more stable structure and has increased value by over 20%. Working closely with the Investment Committee and other finance staff, she improved the manager selection process, reduced fees and streamlined operations. Catherine was named a Rising Star of Endowment Management by Endowment and Foundation Magazine in 2012. Catherine holds an MBA in International Business from George Washington University.

Curtis Meier, State Treasurer and Chair, Wyoming State Treasurer's Office

The Honorable Curtis E. Meier, Jr. was sworn in as the 31st Treasurer of the State of Wyoming on January 7th, 2019. Prior to his election, Treasurer Meier served in the Wyoming State Senate for 24 years. Curt’s background in business became an asset to the State of Wyoming as he fulfilled a wide range of legislative committee assignments. Throughout his career as an elected official, Treasurer Meier has established himself as a champion of the Wyoming and U.S. Constitutions, a strong advocate for the rule of law, and a gatekeeper for taxpayer dollars. In addition to his public service, Curt is also a successful businessman, operating a 4,300-acre farm and ranch in his hometown of La Grange as well as running an irrigation business. A graduate of the University of Wyoming, Curt holds a Bachelor’s Degree in Animal Science. 


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Key Discussion Topics

Macroeconomic Trends Shaping the 2023 Real Estate Markets

Almost three years ago to the day, novel coronavirus set the global real estate investment market aflame. Housing markets boomed, the great resignation unfolded, workers fled from office, travel restrictions led to hotel closures, and retail wavered. As we navigate the newness of 2023, our panelists will address where the real estate industry found success, what concerns lie ahead, and how investors can strategically utilize private real estate debt and equity to yield returns.

Exploring Lucrative Opportunities within Commercial Real Estate

With technological, geopolitical, and socioeconomic factors reshaping the industry, our panelists will share their thoughts on the US Commercial Real Estate markets. What are the key conditions investors need to weigh when considering these market opportunities? How are current trends impacting US urban centers, and what does inflation mean for the market as a whole? What international factors are playing a role in structuring the current framework of commercial real estate? Which sectors of the CRE market are most favorable?

Diversifying with Niche Investment Strategies

In many cases, niche investment strategies outperformed more traditional core and core+ assets despite headwinds and uncertainty. Today, niche asset classes have become crucial in building and diversifying a real estate portfolio. These asset classes include life sciences, student housing, self-storage facilities, data centers, film & television production studios, senior housing, manufactured housing, medical office buildings, and much more. What is driving investor appetite for niche investment strategies? Are current yields and returns sustainable? Where are investors finding value and opportunity in this sector? How has the recent influx of capital impacted this space?

Opportunistic & Value-Add v. Core & Core Plus

Allocators consider the risk factor as they evaluate Value-Add and Opportunistic, as well as Core and Core Plus investments. As a market correction looms, many investors are looking to less risky investments with predictable cash flow. Is this the right time to start looking more into Core and Core plus, or is the risk and reward still favoring Value-Add and Opportunistic investments? How have your portfolio allocations to Value-Add and Opportunistic changed over the years compared to your allocations to Core and Core plus strategies?

Investing in West Coast Residential Real Estate

Housing markets have been pulled left, right, and center as residential real estate has seen a major shift in mortgage rates, the great migration from urban centers, and record low inventories. What factors unique to the west coast should be factored into an investment decision making process? As housing markets are seemingly starting to cool, what should investors seek, avoid, and keep top of mind as they approach this sector? While economists optimistically suggest we may not be facing a bubble or a crash, they advise treading cautiously in potentially incorrectly valued markets. This panel discussion will focus on maximizing your exposure in residential real estate.

Deep Dive on Private Real Estate Debt

In an uncertain market that is facing low yields and high asset prices, our panelists will discuss the value of investing in private real estate debt. This discussion will cover loan structures such as mezzanine loans, subordinated secured debt or B-notes, and CRE first mortgages, among others. Our panelists will also discuss the key considerations for investors looking to enter or expand their presence in the space.

Expectations for Industrial

What does this year hold for Industrial Real Estate? What can investors expect in terms of performance? Ecommerce, including warehousing, distribution, and flexible storage, has outperformed other areas within commercial real estate. Despite the increase in warehouse demand, the ease of growth is slowing. Our panel will examine how developing smarter buildings and digital transformation is the next phase of industrial.

Real Estate Alternatives Through a Private Wealth Lens

How are RIAs and family offices approaching the real estate sector? What tax advantages are accessible to investors? How can the private wealth community leverage the 1031 exchange and Qualified Opportunity Zones to stabilize their portfolios? Are investors seeking local opportunities or expanding their search for investment opportunities more broadly? What unique considerations do family offices need to make when investing in the real estate space? What is the average risk appetite of private wealth investors in this space? What residential trends are top of mind, and how are investors approaching workforce housing?

The Value of ESG in Your Portfolio

With increasing pressure from investors, employees, and the public to invest responsibly, the Real Estate community faces a cross-roads. A wave of social and environmental challenges has led to markets showing a shift of trillions of dollars into sustainable financial investments. How are ESG, SRI, and Impact Investing being defined? How are LPs and GPs making a difference and generating profits? Our panel of industry experts will discuss how to best understand the relationship between corporate sustainability practices and company financial performance.

Emerging Transaction Trends

The real estate industry has realized a shift in transaction trends and deal structures over the last three years. How are projects being framed in 2023? What are best in class transaction trends emerging across the industry? How can investors and GPs ensure a smooth and successful transaction? How is inflation, among other external factors, affecting this process? Are transaction trends remaining consistent across different asset classes within the real estate market?


Early Bird I 2,000 USD 11/25/22
Early Bird II 2,250 USD 12/15/22
Pre-Event Registration I 2,500 USD 01/05/23
Pre-Event Registration II 2,750 USD 02/02/23
Event Registration 3,000 USD 03/08/23


Julia Morgan Ballroom
465 California Street
San Francisco, California
USA 94104


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