The 9th 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.
KEYNOTE SPEAKERS
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Ted Egan, Chief Economist, City and County of San Francisco Ted Egan has been the Chief Economist of the City and County of San Francisco since 2007. He and his team are charged with reporting to decision-makers and voters on the economic impact of major city legislation, and he has authored or co-authored over 125 legislative impact reports in his time at the City. Before joining the City, he managed economic development strategy projects for ICF International, with clients across North America, Europe, the Middle East, and Latin America. He received his Ph.D. from UC Berkeley, and taught in the Economics and City Planning Departments at Berkeley for over ten years. |
SPEAKERS
Anil Daryani Managing Director Citi Private Bank
Barbara Bernard Senior Vice President, Real Estate and Real Assets Callan
Dhinesh Ganapathiappan Senior Investment Officer, Head of Private Markets City of San José
Jennifer Jones Head of Partnerships - Real Estate & Private Markets, Executive Director, Senior Portfolio Manager UBS Asset Management
Mariia Eroshin Partner Certuity
Brendan MacDonald Partner and Chief Operating Officer, Real Estate StepStone Group
Bahman Mirzaee Endowments & Foundations Segment Lead Mercer
Danielle Louton Partner Summit Trail Advisors
Ned Stiker Senior Managing Partner, Head of Client Relations and Capital Market Cortland
Benita Harper Associate Partner Aon
David Hood Managing Director Sonen Capital
Abdur Nimeri Chief Investment Officer West Mountain
Damien Charléty Executive Officer AC Transit Employees’ Retirement Plan
Owen DeHoff Managing Partner Jasper Ridge Partners
Roxana Macovei Principal Forma Family Office
Daniel Kremer Principal, Alternative Division Bulltick
Manish Gupta Co-Founder and Co-Chairman Shashi Group
GOLD SPONSORS
SPONSORS
NETWORKING SPONSORS
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Key Discussion Topics
State of the Industry
Join industry leaders as we kick off the day with a
compelling dialogue on how real estate markets are performing. Which sectors of
the real estate market are asset allocators actively researching? Which sectors
are underperforming? How are investors and managers successfully diversifying
their real estate portfolios?
Top Trends Impacting Geographic Markets
Which geographic locations are offering noteworthy real
estate opportunities in 2025? Which asset classes are performing favorably in
different regions? How are research teams analyzing the supply and demand in
specific markets to unearth investment opportunities with maximum upside
potential? How are west coast markets performing compared to other regions
across the U.S.?
A Gradual Thaw in U.S. Housing
How are housing supply, rental vacancies, and mortgage rate
impacting the housing sector? What are industry leaders forecasting for
multifamily rentals? What are your thoughts on price corrections? Are you
currently exposed to affordable housing within your portfolio? How are single
family rental markets? How are the manufactured housing, student housing, and
accessible housing sectors impacted by market trends? How are homes in the Bay
Area being priced in 2025?
Niche Real Estate Properties to Allocate to in 2025
Which alternative real estate property types are being
considered by your investment team? Niche real estate strategies are continuing
to gain favor amongst the private wealth management community. Life sciences,
data centers, cold storage, luxury garages, film studios, medical office
buildings, among others, are being woven into investment research
conversations. How are these sectors performing? How is investors’ appetite for
risk evolving as it relates to niche property types?
Navigating the CRE Debt Bubble
How are investors approaching debt versus equity in the real
estate market? How are lending standards, mortgage maturities, and loan
defaults impacting the market? How can you provide investors with predictable
cash flow? How are debt valuations teams making sense of the current economic
climate? What does the next year hold for commercial and residential real
estate debt? Where are forward-thinking investors allocating in the debt
market?
State of Local Markets
The Real Estate West Forum is pleased to present Ted Egan,
Chief Economist of the City and County of San Francisco. Ted brings a wealth of
experience in the San Francisco economic markets. In this session, Ted will
dive into macroeconomic trends impacting real estate markets throughout the Bay
Area. How is multifamily performing? Which asset classes performed favorably in
the region in 2024? What are expectations for the remainder of 2025?
Industrial Predictions
How is the industrial sector playing a role in your
portfolio construction? Industrial real estate markets are growing as
logistics, manufacturing and distribution continue to rise. What trends and
technological innovations are emerging in the industrial space? How are you
identifying opportunities in this market? Why should investors be considering
industrial properties to strengthen their real estate investment strategies?
Retail, Office, and Hospitality Headlines
Retail foot traffic continues to grow beyond pre-pandemic
levels. How are investors capitalizing on this? Where should you enter the
market? As office continues to underperform, are there any avenues where access
to office is generating value within a portfolio? How are business and leisure
travel impacting the hospitality space? Are luxury hotels the way to go? What
new innovations are developers leveraging to increase property value and shape
the future of retail, office, and hospitality?
Best in Class Real Estate Investment Research Practices
The lines between real estate, real assets, and
infrastructure continue to blur as property types such as data centers and
solar energy hubs gain increased attention. How is the evolving asset class
impacting your approach to LP/GP relationships? How are you approaching the
real estate and real assets sector when it comes to investment research and
manager selection? What are new best practices you are implementing in the
manager selection process? What steps are you taking before deploying capital?
What are key considerations for investors incorporating real estate and real
assets into their investment strategies?
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.
PRICING
| Early Bird Pricing - Managers & Service Providers | 2,500.00 USD | 12/27/24 |
| Event Registration - Managers & Service Providers | 3,000.00 USD | 03/05/25 |
VENUE
The Julia Morgan Ballroom
Merchants Exchange Building
465 California St 15th Floor
San Francisco, CA
USA 94104
CLICK TO VISIT VENUE WEBSITE
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