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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
- Finding qualified talent in a tight labor market and investing in human capital
- Compliance considerations
- Solutions for managing risk
- Macroeconomic trends impacting real estate finance
- Procurement management
- Vetting third-party providers
- Compensation trends
- Investor reporting and accounting
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?
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?
- What’s on your checklist when selecting a fund administration service provider?
- 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 parts of your accounting process are you automating?
- What challenges do you face around scaling, and what solutions are you seeking?
- How are these shifts affecting the commercial real estate market?
- How are CRE companies embracing digital transformation?
- Effective strategies for addressing change management within your organization?
- How critical are data management and governance in your firm today?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?
- What are the next big trends in CRE tech?
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?
- What should CFOs and COOs do to improve their technology arsenals?
- 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, residents and investors?
- What are the latest innovations in data management software, and how are they impacting tenant and resident retention?
- What tech-enabled solutions are improving building systems and asset management, accounting and reporting?
- 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 parts of your accounting process are you automating?
- What challenges do you face around scaling, and what solutions are you seeking?
The possibility of a downturn has pushed more institutional investors to target the quality and safety of the U.S. CRE market.
- 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?
- 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 are best practices for analyzing depreciation methods associated with tax shelters?
- How are these innovations in regulatory technology advancing? How are they helping companies keep up with the increasing demands of regulatory compliance?
- How is AI simplifying compliance workflow?
- In an 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?
- What’s the role of workplace design in attracting and retaining talent?
- 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? What creative recruitment tactics are employers using?
- 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?
Diane K. Danielson
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: capital planning, asset preservation, and how to choose and implement the right mix
- Market shifts expected to have major impacts on CRE firms
- Career trajectory of COOs
- Cybersecurity risk management
Operations, accounting and finance executives of CRE companies discuss how they are striving to build strategy roadmaps for using technology to manage compliance, hiring and training, and reporting in a candid panel discussion.
- 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?
- 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?
- 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?
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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.
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This Privacy Notice was updated on 23 May 2018
This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.
Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.
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Marketing materials are sent electronically, by post and we may occasionally call you.
Online Targeted Advertising
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Lead Generation and Scoring
We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.
We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.
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If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.
Additional Third Party Disclosures
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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.
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:
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- 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.
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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.
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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
Web form: Complete Subject Data Request Form
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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.
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