CFO Roundtable

In this panel, real estate CFOs discuss how they are driving transformation within their organizations and share predictions for the year ahead. This session will cover:

  • How the CFO role is evolving, and what’s needed to stay competitive
  • Top compliance considerations
  • Solutions for managing risk
  • Finding qualified talent in a tight labor market and investing in human capital
  • Macroeconomic trends that are transforming real estate finance
  • Investor reporting and accounting considerations
  • Vetting third-party providers
COO Roundtable

Learn how real estate COOs are improving operational efficiency within their firms in a panel discussion exploring:

  • How COOs manage change and growth within their organizations
  • The overlap between the COO and CFO roles, and methods to improve collaboration
  • Challenges that COOs anticipate
  • Cost control solutions: how to choose and implement the right ones
  • Top concerns for the industry
  • Market shifts expected to have major impacts on CRE firms
  • Career trajectory of COOs
Investing in Opportunity Zones: The Devil’s in the Details

The new community development tool that incentivizes long-term investment in low-income areas has great potential for the real estate industry, but at what cost? This session provides a detailed look at the intricacies of investing in opportunity zones, including tax and accounting considerations, risk reduction, due diligence and deal flow management.

  • What tools are available for managing the wealth of information required to successfully execute opportunity zone investments?
  • Which pitfalls have investors encountered so far, and what risks might lie ahead?
  • How are real estate companies structuring opportunity funds? What impact are these investments having, and what returns are investors achieving?
Unleashing the Power of Artificial Intelligence
  • How can CFOs and COOs improve their technology arsenal using the latest innovations in AI and machine learning?
  • What innovations in automation, analytics and real-time reporting could materially impact data management?
  • How are CRE companies using AI to better meet the demands of tenants and investors?
  • What AI-enabled solutions are improving building systems and asset management, accounting and reporting?
FinTech—Where Are the Returns?
  • How are CRE companies using FinTech solutions to handle transactions?
  • What are the characteristics of an effective (or ineffective) partnership with a FinTech service provider?
  • VC capital has been flowing into real estate fintech. What types of firms are these investors targeting?
  • Which fintech solutions are CRE companies relying on for streamlining investor reporting and accounting?
  • What competitive advantages are fintech service providers offering CRE firms?
Innovations in Fund Administration

Now robust, the real estate fund administration industry is approaching a tipping point.

  • What techniques are fund administrators using to meet increasingly complex regulatory requirements?
  • What do real estate business leaders need to consider when partnering with third-party fund administrators?
  • How are these partnerships reducing risk, enhancing operations and generating value for investors?
Talent Wars

The real estate industry is up against a severe labor shortage, making hiring and retention ever more challenging.

  • In this increasingly competitive climate, how are COOs and CFOs expanding employment?
  • What investments are they making in human capital, and what returns are they getting as a result?
  • Where are they looking for qualified talent?
  • Which diversity and inclusion initiatives are making a meaningful impact?
  • Is the race for talent only going to intensify?
CRE Outlook

Technology, trade and tax policies, geopolitics and the global supply chain are all changing at an unprecedented rate.

  • How are these shifts affecting the commercial real estate market?
  • How are CRE companies embracing digital transformation?
  • What are the complexities and rewards of investing in technology and partnering with CRE tech startups?
  • What’s the state of the CRE market, and how does this shape the strategies of COOs and CFOs?
  • After a decade of economic growth, is a turning point around the corner?
  • How are demographic changes impacting the CRE industry?
  • How will dwindling housing affordability affect the multifamily and single-family rental sectors?
Executing Large Multifamily Deals with Institutional Capital
  • How are you looking at the multifamily market now? How is that impacting the way you are participating in the market?
  • How have deal terms and reporting requirements changed as you work with additional Institutional capital providers?
  • As more money comes into the market, how has your strategy changed?
  • How have you used technology to address a growing demand from institutions to have more transparency into their investments?
  • How have you stayed competitive in a tight multifamily market? 
Fundraising in a Mature Cycle

A record amount of dry powder has stacked up while the economic recovery rolls on.

  • Where are debt and equity providers deploying capital? How are rising interest rates affecting fundraising?
  • What is the role of agency lenders in raising capital for multifamily transactions?
  • What are the late-cycle risks of crowdfunding platforms?
  • Do they really ease access to institutional-grade capital sources, or are they overhyped?
When Taxes Meet Technology: A RegTech Love Story

More startups are entering the regulatory technology (“RegTech”) niche to stay ahead of stricter tax laws. As a result, a host of solutions have emerged to improve the accuracy of existing technologies like blockchain.

  • How are these innovations advancing? How are they helping companies keep up with the increasing demands of regulatory compliance?
  • How is AI simplifying compliance workflow?
Data Management
  • What are the newest data management solutions for retaining tenants?
  • How can data management strategies be used to improve occupancy?
  • What are the latest innovations in data management software?
  • How can CFOs and COOs be better champions of data management?
A Seat at the Table: Inclusion & Diversity in Leadership
  • What are the most common challenges CFOs and COOs face in implementing more inclusive hiring initiatives?
  • What should CFOs and COOs do to make sure managers are interviewing more women and other underrepresented candidates for non-administrative roles?
  • How should managers include more diverse viewpoints in hiring decisions?
Tax Law Update
  • Are tax law changes poised to make a deeper impact on commercial real estate as the prolonged economic recovery continues?
  • What are the most important tax considerations of investing in opportunity zones?
  • What are the cyclical risks of these and other long-term investment vehicles?
  • How are CFOs and COOs approaching 1031 exchanges?
  • What does the tax law mean for the refinance market?
Tokenizing Real Estate
  • What does real estate tokenization look like in 2019, and what’s the long-term outlook?
  • How is tokenization helping to reinvigorate REITs?
  • What are the newest tokenized real estate offerings?
  • How can you ensure that token sales are compliant?
  • What degree of liquidity do tokenized trades offer investors?
  • How is tokenization impacting co-investment? Are large operators looking to partner with individual investors?
  • What are the advantages of tokenizing a real estate fund?
REIT Report
  • While 2018 saw office, retail, hospitality and data center REITs struggle, health care and self-storage REITs outperformed—which players will be winners and losers in 2019 and beyond?
  • What are the top considerations around REIT tax treatment?
  • How are macroeconomic trends impacting REIT performance?
  • What’s the long-term outlook for non-traded REITs, and who is expanding in the sector?
Cybersecurity Roadmap: How to Get Where You Need to Be
  • How are you advancing cybersecurity within your company?
  • Is there a communication plan in case of a data breach or cyberattack?
  • What are the best ways to achieve buy-in from internal teams?
  • What do different departments need to know in order to respond to an attack or breach?
  • How should a cybersecurity plan (realistically) evolve over time?
  • What’s the key to a mutually beneficial partnership with a cybersecurity solution provider?
Digital Leadership for Small and Midsize Firms

Operations, accounting and finance executives of small and midsize CRE companies discuss how they are using technology to manage compliance, hiring and training, and reporting in a candid panel discussion.

Achieving Transparency in Investor Reporting

Information management is only getting more complex as real estate organizations scale up, pursue new investment strategies and continue to adjust their capital stacks.

  • What are the reporting challenges associated with private equity real estate assets?
  • How do you communicate with investors? Do you plan to change this method soon?
  • Where do inefficiencies tend to arise, and how do you tackle them?
  • What capabilities is technology bringing to investor reporting? How is proptech meeting demand for transparency across a wider range of property types?
  • How does increased transparency affect competition and efficiency?
  • What are you doing to address workplace safety, wellness and ESG criteria in your reporting?
Capital Markets Update
  • How are rising interest rates affecting the outlook for CRE debt, and for highly levered firms?
  • Which lenders are claiming a larger market share, and what does that mean for the overall capital markets landscape?
  • Are agency lenders likely to sustain their multifamily origination volume?
  • What’s the forecast for CMBS issuance? Where are institutional investors deploying capital?
  • How are offshore investors viewing the U.S. CRE market?
  • What strategies are equity investors relying on to hit their returns?
Outsourcing Costs & Benefits
  • How are CRE firms creating balance sheets that reduce overall costs?
  • What are the most costly and inefficient areas of your business? What are you doing to improve them?
  • What functions are better to in-source, rather than outsource?
  • What’s on your checklist when selecting a service provider?
  • What parts of your accounting process are you automating?
  • What challenges do you face around scaling, and what solutions are you seeking?
Compensation Trends

This panel discussion details compensation trends and averages for real estate CFOs, COOs, treasurers and controllers across public and private companies.

What Institutional Investors Want
  • In today’s environment, how are CRE firms structuring deals using offshore institutional capital?
  • In what ways are institutional investors adjusting their portfolios?
  • Where are institutional investors finding opportunities, and what returns are they achieving?
  • Which sectors are in highest demand by global institutional asset owners?
  • How are sovereign wealth funds viewing the U.S. market?
  • How are ESG strategies impacting the investment decisions of institutional investors?
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Event Contacts for 7th Annual Real Estate CFO & COO Forum (West)

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Information Management Network - Privacy Notice

Introduction - Who we are

Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.

For a full list of our brands and group companies, please click on this link. Euromoney and its group companies are committed to respecting the privacy of every person who visits, registers with or subscribes to our websites, publications, events and other products or services.

Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing dataprotectionofficer@euromoneyplc.com or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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International Transfers

Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.

We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.

Retention Periods

We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:

  • Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
  • The business rationale for collection and expiry of the purpose for which personal data was collected;
  • Our ongoing ability to ensure the accuracy of the data; and
  • Legal and regulatory requirements.

We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.

How You Can Set Your Data & Privacy Preferences

You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.

Your Rights

You have certain rights in relation to your personal data which include the following:

  • Access & Portability

    You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.

    You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.

    If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.

  • Rectification, Restriction, Objection

    You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.

  • How to Exercise Your Rights

    To exercise any of these rights, please contact us by post or email at the following addresses:

    Euromoney Institutional Investor PLC
    8 Bouverie Street
    London, EC4Y 8AX
    United Kingdom

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

    We may need to check your identity prior to processing a request.

    Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.

Protecting Your Data

Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.

All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.

Third Party Sites

Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.

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