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

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.






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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 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 single family residential bridge loans, 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 to stabilize their portfolios? What is the risk appetite of private wealth real estate investors? 

A Closer Look at Retail, Office, and Hospitality

With technological, geopolitical, and socioeconomic factors restructuring the state of the industry, our speakers will share their thoughts on the U.S. commercial real estate markets. Which sectors within commercial real estate are allocators favoring? Where are allocators shying away? How are retail, office, and hospitality performing? What do investors and managers need to understand about mixed use spaces?


Event Registration 3000 USD 03/06/24


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


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