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Industry luminaries convene for a candid discussion of the evolving roles of real estate CFOs and COOs, and the key skills needed to succeed in real estate finance and operations, sharing their efforts to improve diversity and inclusion at all levels of seniority across the industry, at this women-only closed-door breakfast roundtable.
Carla R Stoner
- Which digital and analytical tools are helping you prepare your organization for growth? What capital sources are you engaging?
- How are you managing hiring and retention in a tight labor market? Have you made any notable changes within your organization to overcome these challenges?
- What do you see as the next potential disruptor to the real estate industry?
- How are you approaching decisions to invest in technology?
- How are you financing projects in anticipation of a downturn?
- How have you adapted your investment strategy at this late stage in the cycle?
- What industry trends are you following, and how have those informed your strategy for the next few years?
Carla R Stoner
- How are innovations in technology impacting the commercial real estate market?
- What strategies are CRE companies using to embrace and accelerate digital transformation?
- How critical are data management and governance in your firm today? What are the complexities and rewards of investing in technology and partnering with third-party software and technology companies?
- What methods are you using to address change management within your organization?
- 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, and what risks lie ahead?
- How are CFOs and COOs using data analytics today in ways that they weren’t a few years ago?
- For companies just starting to tackle data management, what are the top 2-3 things they should be thinking about?
- Should a data analytics program be developed in-house or outsourced? What are the pros and cons of each?
- What strategies are real estate companies using to control the consistency and integrity of their data?
- How should COOs and CFOs be measuring ROI on software investments? Qualitative vs. Quantitative.
Track A: Capital Sourcing & Dealmaking
- How will loosening the Volker Rule impact your business? What are implications for the CMBS market?
- What features of the qualified opportunity zones legislation are you following most closely, and what effect will they have on your investment strategy?
- How do you staff your compliance and legal functions? What are the pros and cons of outsourcing vs. taking these roles in-house?
- What are the SEC’s priorities right now in their examination of private funds?
- How are CFOs and COOs approaching 1031 exchanges?
- What are best practices for analyzing depreciation methods associated with tax shelters?
- How are 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?
- What regulatory shifts are changing the ways U.S. fund managers attract offshore capital?
- How are real estate companies using PropTech and FinTech to close more deals, smarter and faster?
- What are the most recent innovations in the PropTech space? Where do you expect to see emerging trends go within the next few years?
- What efficiencies can robotics and AI offer real estate finance and operations professionals? How could the real estate industry benefit from automation? What’s a feasible payback?
- What’s on your vendor due diligence checklist?
- Which tech solutions are you using to increase and manage deal flow?
Track B: Operations, Fund Management & Administration
- How do you approach decisions around outsourcing? What general trends are you following around outsource models?
- Are there certain functions that are strictly in-house? How do you anticipate that changing?
- How do you maintain quality control with outsourced teams? How do you effectively leverage their capabilities?
- How do you quantify the risk of outsourcing certain functions? Has this process changed recently?
- What M&A trends are you observing among fund administrators, and how do you expect these to evolve?
- What drives your decision to outsource vs. insource your fund administration and property accounting functions? What is your process to effectively gather accurate data on multiple assets and operating partners?
- What tools can fund managers and private equity investors use to more effectively communicate and share data? Which emerging technologies could help sponsors better integrate disparate sources of data? What technology are you using to enhance the investor experience?
- How do you improve visibility into risk factors affecting your fund performance?
Track A: Capital Sourcing & Dealmaking
- What terms are banks offering for construction and bridge financing? What terms are you getting on loans for various property types? What are your predictions for the Fed’s decisions regarding interest rates in the next several quarters?
- What are debt funds specializing in, in terms of property types, markets and financing terms?
- How do private vs. public companies approach the debt market?
- What capital markets trends do you expect to have the most meaningful impact on your business over the next year?
- With so much capital chasing so few deals, where are you deriving value in your investments? How do you plan to tap into new sources of capital?
- How much runway does CMBS have left? What's the forecast for CLOs?
- What sort of opportunities are life companies targeting?
- What type of equity structures are you pursuing?
- 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?
- Where are institutional investors identifying pockets of growth in the CRE market?
Track B: Operations, Fund Management & Administration
- What cost-effective strategies are you using to set up and grow funds?
- As the manager of a mature fund, what lessons have you learned along the way?
- How do reporting requirements and accounting considerations differ for funds of varying size, age and complexity?
- How does capital availability differ by property sector?
- To what extent is your fund leveraged?
- Which fund administration tech solutions have proven the most effective in your business?
- What challenges have you encountered in managing relationships with LPs? What strategies do you rely on to streamline this process when co-investing?
- What recent adjustments have you made to your service model? Do you plan to change this model in the next several quarters?
- What strategies are making your investor reporting process more transparent and streamlined?
- When onboarding a new investor, what’s on your due diligence checklist? How do you navigate the Know Your Customer process? How do you manage and report investor dollars?
- What are the greatest challenges around documentation?
- What sources of information do you rely on to vet legal entities?
- How have investors changed their approach to due diligence of fund principals?
- How do reporting standards vary globally? How do fund performance metrics differ globally?
- What impact do varying fund expense ratios have on the cost of doing business?
- How are real estate fund managers approaching ILPA compliance?
- How are you structuring your opportunity zone funds to maximize tax incentives?
- For some of your recent deals, what is the cost of capital? What returns are you achieving? What do your waterfalls between fund managers and real estate developers look like? What does this look like for fund managers and operating businesses?
- What are the latest developments in opportunity zone legislation, and how does this impact your investment strategy? In light of recent guidance, how are you structuring multi-asset funds and making those investments work? How do you address taxation issues for multi-asset funds?
- Is your firm investing in operating businesses? What are the complexities associated with those investments?
- What’s the newest development in NCREIF PREA reporting standards?
- How have the expectations of your investors changed over the year, and how has this impacted your investor reporting process?
- Will GIPS compliance become the new standard for fund managers in 2020? How likely are your investor to require fund managers to comply with GIPS?
- What degree of transparency are institutional investors looking for as they increasingly seek out value-add and development opportunities, and how do you manage those demands?
- What kinds of on-demand reporting capabilities are investors demanding?
- What strategies do you use to build and grow strong teams? How has your onboarding process changed in light of recent employment trends?
- What tools do you use to measure performance?
- What role do you play in your firm’s branding and marketing?
- What tech solutions do you use for back-office management?
- What tools are you using to develop a digital transformation strategy?
- How are sponsors accessing capital to get new projects off the ground?
- What are the pros and cons of using alternative financing sources?
- In which markets and for what size projects are private debt funds placing loans?
- How are you engaging family offices, high-net worth individuals and institutional investors?
- Have you adjusted your cost model, or do you plan to do so, in line with increasing labor, land and materials costs?
- What creative solutions have you found to attract and retain younger candidates? What challenges are you facing with retention? How is your organization managing employee turnover?
- Aside from wages, how else are real estate companies competing for labor in a constrained market? What benefits are “make or break” for candidates seeking jobs in your organization?
- What trends are having the greatest impact on your workplace strategy? Have you made any notable changes to your office design?
- Are you hiring in according with a particular business plan, for example, based on AUM?
- How are you addressing diversity and inclusion among leadership in your firm? How is this reflected among junior-level staff? How do you benchmark performance in this category?
- How are buyers and sellers looking at the market today?
- What do your top-line fundamentals look like, and how do they impact your exit strategies?
- For your upcoming loan maturities, are you refinancing properties or portfolios or selling them?
- How concerned are you about oversupply, and in which markets are you observing this trend?
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This Privacy Notice was updated on 23 May 2018
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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
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.
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.
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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