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2024-05-07T00:00:00-0400

2024-05-07T00:00:00-0400


8TH ANNUAL REAL ESTATE SOUTH FORUM AUSTIN | MAY 7, 2024 REQUEST AGENDA

8TH ANNUAL REAL ESTATE SOUTH FORUM
 * OVERVIEW
 * SPEAKERS
 * SPONSORS
 * AGENDA
 * VENUE
 * CONTACT
 * REGISTER
 * REQUEST AGENDA








The 8th Annual Real Estate South Forum is a local peer-to-peer educational
meeting exclusively for the institutional and HNW wealth management community
with a specific focus on allocations to real estate.



This closed-door one-day forum will bring together public and corporate pension
plans, endowments, foundations, insurance portfolios, healthcare plans,
investment consultants, family offices, HNW wealth managers, and private banks.













PAST SPEAKERS

Chris Ebersole Investment Officer, Real Estate Oregon State Treasury

Monica Huffer Portfolio Manager, Private Markets Texas Municipal Retirement
System



David Corpus Trustee-Chairman of the Investment Committee Teacher Retirement
System of Texas



Ken McDowell Real Estate Portfolio Manager Employees Retirement System of Texas




Greg Dowell Director of Investments Texas State University System

Rajini Kodialam Co-Founder, Senior Advisor Focus Financial Partners





Simon Mok Portfolio Manager Employees’ Retirement System of Texas

Adam Harrison Associate Director, Real Return Investments UTIMCO




Bridget Walston Director, Real Assets Agility Outsourced CIO



Shane Morrow Chief Executive Officer and Managing Partner Ironbridge Wealth
Management



Rebecca Harlowe Product Manager – Alternatives RBC Wealth Management

Dustin Elliott Co-Founder, Senior Portfolio Management Director The Hill Country
Group, Morgan Stanley Wealth Management






Don R. Kuykendall Managing Director Commerce Street Capital

Susan Faykus CEO and Founder Faykus Financial



Art Alfaro Executive Director TEXPERS






REQUEST AGENDA

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Placement agent Investment bank Immigration Rating agency Energy / infra /
construction Jurisdiction Consultant Offshore services Law firm Audit
Hospitality / developer / commercial services Technology Fund administrator Real
estate Asset manager Insurance Investor Manager Service Provider Other

Yes, I'd like to view the agenda. By submitting an email, I agree to receive
emails from Markets Group.



KEY DISCUSSION TOPICS

Third Year’s the Charm: Will Real Estate Deliver Alpha in 2023?




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. 

 

What is Shaping Commercial Real Estate in the Midwest?






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
con-sidering these lucrative market opportunities? How are current trends
impacting US urban centers, and what does in-flation mean for the market as a
whole? What international factors are playing a role in structuring the current
frame-work of commercial real estate? Which sectors of the CRE market are most
favorable?

 

Narrowing Focus on 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?

 

Are Returns on the Horizon for Residential?






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. 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.

 

How Private Real Estate Debt Fit into Your Portfolio?






In an uncertain market that is facing low yields and high asset prices, our
panelists will discuss the value of in-vesting 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.

 

Increasing Exposure to Industrial

Following the wave of retail closures in 2020, ecommerce has boomed in a way
many never expected. 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.




 

Where ESG Fits into the Real Estate Puzzle




With increasing pressure from investors, employees, and the public to invest
responsibly, the Real Estate com-munity faces a crossroads. 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? Where does DEI fit into the investment decision making
process? 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.




A Private Wealth Approach to Real Estate Alternatives






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?




Portfolio Optimization through Due Diligence












How are LPs performing due diligence? With regards to direct investments cash
flow quality, asset and liability quality, working capital, systems, personnel,
financial projection analysis and downside risk mitigation are top of mind. As
allocations to real estate funds continue to increase, so does the level of
scrutiny managers incorporate into this process. How are real estate funds
leveraging technology in their portfolios? How are data reporting and monitoring
processes allowing LPs and GPs to communicate transparently on a day-to-day
basis?






Top Tier 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?




PRICING

Early Bird 2,500 USD 12/21/23 Event Registration 3,000 USD 05/07/24

REGISTER NOW



VENUE




JW Marriott Austin
110 East 2nd Street
Austin, Texas
USA 78701
CLICK TO VISIT VENUE WEBSITE


CONTACT

SPONSORSHIP OPPORTUNITIES & REGISTRATION

+1 212-804-6220

Sales@marketsgroup.org

ALLOCATOR ATTENDANCE

+1 347-778-2568

IR@marketsgroup.org

MEDIA PARTNERSHIPS

+1 212-600-8631

John.Zajas@marketsgroup.org




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