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During this invite-only roundtable you'll hear from top institutional LPs on their 2020 investment strategy and how it's changed over the last nine months. While this year has made it difficult to forge new relationships, LPs have adjusted their approach to fundraising in our new virtual world and will share best practices and lessons learned on capital allocation.
- How are you thinking about deals in the current climate? Is now a good time to invest? Which asset types, deal structures and markets are you targeting?
- What is your view on a ‘new normal’ with regards to remote working and the need for certain CRE asset types? How do you view this on a market-market basis?
- Where are you putting capital and what do you envisage with regards to deal volume in 2021?
- How did you adjust your strategy as a result of the pandemic and how will this change given the election results and where we are in our recovery from the global health crisis?
- Are you targeting distressed CRE through your fund? What is most attractive?
- What returns are you targeting and how are you setting your investors’ expectations? What risks are you willing to take in order to achieve these returns? How are you avoiding compounding risks in this climate?
- Are you making direct investments into Tech companies or VC firms focused on CRE?
- Rent affordability: How to achieve attractive risk-adjusted returns while maintaining safe rent to income ratios / deep demand from residents?
- What do you see as the greatest challenges for CRE investment in 2021?
Lauren Hochfelder Silverman
- Impact of COVID-19 on commercial real estate investment strategy, financing and operations
- Tax policy, low interest rates, health policy – which regulatory developments will make the biggest waves for CRE?
- Trade standoffs, geopolitical uncertainty and a pivotal election – what is the fallout?
- Employment volatility and associated implications for rent payments etc.
- Increasing frequency of natural disasters – how is climate change impacting CRE?
- Foreign investment trends into US CRE
- Which asset classes will face the biggest headwinds in 2021 and which sectors, and markets are primed for the quickest recovery?
- Who is providing senior debt for to the CRE market in this environment? Updates on banks and life companies.
- What next for mezzanine debt, preferred equity, bridge loans & other types of junior debt?
- Deal types and conservative vs aggressive approaches
- What has been the biggest challenge for your lending business and your clients in the past year?
- How has transaction volume been impacted and what do you predict for 2021?
- What are your go/no-go markets and assets today? How active are you in secondary and tertiary markets? Niche asset classes? Has there been a shift in your thinking in the past 12 months?
- How are you approaching distressed opportunities?
- Any changes to the type of borrower/deal you prefer? What equity must borrowers put in?
- How has the way you interact with your borrowers changed?
- How are you viewing construction loans, mezzanine finance, preferred equity?
- Update on CMBS and CLOs - where’s this heading in 2021?
- Impact of COVID on CRE: challenges, opportunities, trade-offs, outcomes
- How are you thinking about investing in 2021. What assets are you targeting and why?
- What are some key trends expected to shape the industry in the years to come?
- What strategies have you implemented to stay successful during these trying times? Anything you’ll carry over once things start to go back to “normal”?
- How, if at all, have you leveraged technology partners to increase efficiencies and growth?
- How are you meeting the reporting and transparency needs of your investors? What are some unique challenges you faced these past 9 months?
- Tips you can share with the audience
Join our sponsors for their live, content driven roundtable discussions by going into the sponsor’s booth and clicking Join Live Meeting Room!
Visit the Appfolio booth for a discussion on How to Leverage Technology to Impress Investors and Streamline Fundraising
Visit the Freedom Financial Funds booth for a discussion on How to Make Sensible Investments in a Senseless Economy
Visit the Starcity booth for a discussion on Coliving During COVID
Visit the Withum booth for a discussion on Protecting Your Assets and Investments in an Increasingly Cyber World
- Master Class Playbook to understand and implement enhanced Stimulus Plan offerings now
- Maximize 100% Bonus Depreciation, NOL carryback, immediate refund cashflow generators
- Learn how to Lease your Rooftops with 5G Antennas -- Revenue Through the Roof!
- Activity across the real estate asset class reduced during 2020, with fundraising and deal activity reduced: we will look more closely at AUM, Dry Powder, Fundraising and Deal Activity
- Despite the hit to activity in 2020, there are reasons to be positive for the future
- Can those sectors hit hardest recover?
- Which are the strategies that might deliver the strongest returns?
- What (dis)advantages do the different approaches offer in the current uncertain economic environment? Deal-by-deal vs. fund vs. hybrid investment models
- How do your investment strategy and target asset classes factor into the decision?
- Costs, fees, timeframes and return potentials
- Fund structure and tax considerations
- Fundraising and financing in today’s distressed environment
- Compliance/governance/fund administration
- Deal-by-deal as a stepping stone vs. primary investment model
- Targeting distressed real estate – why now?
- Exit strategies
- Update on the key disruptive technologies in CRE
- How can leaders help their teams deploy new technologies in a safe-to-fail environment?
- What are the next big tech innovations on the horizon that will change the CRE status quo?
- Utilizing data to make qualified investment decisions
- Using technology to cut costs and control expenditure at a property level
- Streamlining and improving internal processes
- How are fund managers meeting the increasingly complex reporting requirements of LPs accurately, timely and with the necessary transparency?
- What information do LPs actually want, how and how often?
- What challenges do fund managers face in providing this information?
- Investment committee, compliance/risk or operations - which department should be responsible for transparency? Should your fund administrator be responsible?
- What are your processes for ensuring compliance with the SEC and IRS reporting requirements?
- What should fund managers look for in a third party fund administrator?
- How did you determine which fund admin duties to outsource vs. do in-house?
- What technology are you investing in to enhance fund admin systems/processes?
- Any recent shifts in your CRE investment strategy/allocation? What will have the biggest impact on your CRE strategy and capital deployment this year?
- Where and in what are you focusing on? Debt? Private equity for real estate? How are you viewing specialized investment strategies?
- Direct vs. JV vs. funds – what is your preferred investment model?
- How can fund managers make their offerings more attractive to family offices, particularly in the current climate? What structures/assets are being favored? What are common must-have features? Buy or deny criteria? What alignment of interest are you looking for?
- How much of a percent of the fund would you invest in? How much capital do you expect GPs to put in?
- How aggressive are you being in this environment? Are you keeping your powder dry?
- Where are the opportunities for investment going to be in the coming year? Which asset classes and regional markets are most attractive?
- Analyzing a shifting supply/demand balance across sectors and geographies
- How have valuations changed in the past 9 months and where do you see them moving forward?
- How is PropTech changing the CRE market? Who is investing and how? What are the game changers and what do you feel is a bit premature?
- How have deal terms changed since the start of the pandemic and where do you see them going?
- What will deal flow look like in 2021? What innovation in structures will we see to push deals through in this climate?
- Which fund structures are popular today? Anything new and/or notable?
- Who were the winners and losers in attracting capital in 2020 during a tough year? What is current LP sentiment?
- What has been the direct/indirect impact of recent natural disasters on CRE investment?
- What are core/value added/opportunistic investment strategies in today’s climate? What are realistic returns? What is the availability of deals? How much growth is left?
- How are fund managers adding value to assets? How can LPs effectively evaluate value added investment strategies?
- Are some stabilized assets more risky than opportunistic assets in certain markets in the current environment? How to determine risk?
- What is the financing climate like for the different investment classes?
- What are your asset underwriting strategies? What pillars do you look for before you take a position on an asset? What do LPs need to understand about underwriting processes?
- How can LPs navigate the different investment strategies and risk factors in this climate?
- What is the capital raising environment for core/value added/opportunistic/debt funds? Which investment strategies are gaining/losing favor?
Join our sponsors for their live, content driven roundtable discussions by going into the sponsor’s booth and clicking Join Live Meeting Room!
Visit the CohnReznick booth for a discussion on COVID-19 Valuation Implications and Forecasting Strategies
Visit the EisnerAmper booth for a discussion on Tech Innovation and Efficiency for Real Estate Funds
Visit the Nth Round booth for a discussion on Engaging With Investors in 2021
Visit the Yardi booth for a discussion on Providing Transparency to Investors
- Overview of the most attractive niche asset classes in this environment
- Which sectors provide the most promising yields?
- How important is portfolio diversification as a form of risk management?
- What risks need to be considered when investing in niche opportunities, themselves?
- Do these alternatives lend themselves better to short or long term investments?
- What will the recovery look like for different hotel property types? Independents, brands, luxury, motels, resorts etc.
- What strategies are investors and lenders employing to find value in this environment?
- Which capital sources are most attractive right now for owners?
- How are terms changing for preferred equity, senior and mezzanine debt?
- Identifying and evaluating value-add opportunities in the hospitality sector
- How will short-term rentals impact the hotel industry moving forward?
- An update on hotel development and supply vs. demand dynamics in urban vs. suburban geos
- How has the health crisis changed the way hotels are going to be designed?
- What tech are you investing in and why? How do you anticipate tech will further impact how hotels do business in the next 2-3 years?
Brian de Lowe
- Is multifamily still the safest asset class to invest in? Is it sustainable or past its investment prime? How are LPs/lenders viewing multifamily and its sub-types today?
- Where are the deals today? What value-adds/amenities are key for multifamily developments?
- Housing shortage & rent control - what does this mean for value add investors/developers? Are there incentives for multifamily developers to expand into affordable and workforce housing?
- Fannie and Freddie restructuring and impact on multifamily
- What has been the impact of the single family home rental market on traditional apartments?
- Lessons learned raising capital in an unprecedented, difficult year
- Seed funds and their structure
- Early investor incentives - reduced fees, carried interest, participation in GP
- What’s the latest with fees and promotes?
- Update on foreign capital
- Fee waivers to satisfy operator capital requirements and align interests – contingent profits interests and incentive fees
- Construction, acquisition and property management fee benchmarks
- Disclosure standardization and transparency - templates, terminologies and metrics
Our panel of senior female executives, representing different fields within the CRE industry, will discuss their routes to their current positions. They share the challenges they overcame along the way and will offer invaluable insights into how to get ahead in a highly competitive and male-dominated industry. The session is intended to be interactive and all participants are encouraged to be actively involved in the conversation. Come prepared to share experiences and insights that will benefit your colleagues in the audience.
Open to All Women Registrants (Pre-Registration Recommended.) To register and to submit topics for discussion, please email email@example.com. Submitted topics will be anonymous.
IMN is excited to be able to offer all of our REPE Virtual attendees a unique opportunity to network with their fellow event & industry participants via a series of one-on-one video calls, powered by Meetaway. Over 50 minutes, attendees will join a series of spontaneous 5-minute calls with their selected matches, based on their desired match objectives and attendee profiles.
No prior preparation is required; these informal, on-the-fly calls serve as a means to making meaningful connections and engaging with the CRE industry. At the conclusion of the matchmaking event, attendees will have the option to share their contact information with one another to further their conversations and stay connected.
Registration will be made available through the virtual event platform and communicated to all conference attendees in advance.
Save sessions of interest, print for onsite use and insert to calendar for auto reminders.
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This Privacy Notice was updated on 23 May 2018
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- Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
- If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).
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:
- 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.
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.
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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