8th Annual Real Estate West Forum San Francisco | March 6, 2024 Request Agenda

Examining Opportunities in Debt

Debt has been pushed to the top of board room discussions as opportunities continue to surface following the 2020 pandemic. Our panel of esteemed speakers will cover loan structures such as mezzanine loans, subordinated secured debt or B-notes, and CRE first mortgages, among others. This panel will also address the key considerations for investors looking to enter or expand their presence in the debt sphere. 

The Rise of Multifamily

In this dynamic panel discussion, our speakers will address the rapidly growing multifamily sector. What criteria are you utilizing to identify opportunities with upside? How are you approaching affordable housing versus amenity-rich developments? Which west coast regions are seeing more multifamily growth? What are 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

Niche asset classes have become a critical component of many real estate portfolios. Among these asset classes are life sciences, student housing, self-storage facilities, data centers, film & television production studios, senior housing, manufactured housing, and medical office buildings. Which of these asset classes are the most favorable moving into 2024? Which asset classes’ momentum has slowed? Are current yields and returns sustainable as we look to the year ahead?

Finding Value in Value-Add?

Real estate investors consider the risk factor as they build out their portfolios. While some favor Value-Add and Opportunistic, others remain confident in Core and Core Plus. Our panelists will share their insights into where investors can find the most value in the short and long terms. Given the current state of the economy and real estate markets, should investors bolster their portfolios with riskier investment strategies or opt to play it safe? 

Investing in West Coast Residential Real Estate

Residential housing markets have rapidly evolved year over year as housing trends, mortgage rates, and economic considerations continue to morph. Is reurbanization top of mind or will the great migration continue to bolster markets outside of cities? What trends unique to the west coast are affecting the investment selection process? What should investors seek and avoid as they approach this sector?

America’s Economic Circulatory System: Industrial

With the rise of remote working, online shopping, and transient housing, industrial real estate has grown in economic importance. Americans rely on ecommerce (warehousing, distribution, and logistics parks) daily. As many Americans have left the traditional 9-5 in Midtown behind, flexible storage and self-storage has boomed. Our panel of industry experts will examine the trends affecting the supply and demand of industrial, as well as how developing smarter buildings and digital transformation may be the next phase of industrial.

Private Wealth is Making Waves 

Registered Investment Advisors and family offices face unique challenges while boasting unique strengths within the real estate investment ecosystem. When it comes to allocating to real estate funds, what advantages do family offices and RIAs have compared to that of an institutional investor? What can institutional allocators learn from the operations of private wealth investors? What have private wealth investors learned from institutional investors? Can the private wealth community leverage tax advantages, the 1031 exchange, and Qualified Opportunity Zones to stabilize their portfolios? What is the risk appetite of private wealth real estate investors? 

Putting a Price on Climate Risk

As ESG, Impact, and SRI have been top of mind for investors and managers, alike, climate is now a critical piece of nearly every real estate investment conversation. Climate is drastically affecting the demand for certain regions. As the west coast, specifically, has endured extreme weather conditions month after month, investors and managers are forced to diligently assess the physical risk of real estate investments. Flooding, fires, clean water accessibility, emissions, and land degradation are proving to be vital points of discussion in evaluating risk.