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Jun 07, 2023, 5:30 PM EDT

The NAREIM Portfolio Management, Acquisitions & Asset Management meeting provides three distinct streams of content and conversation in one meeting in NYC - with shared networking for deeper cross-functional connections. Check out the Acquisitions agenda below.

meeting format

The Portfolio Management, Acquisitions & Asset Management meeting will host 3 distinct streams of content, each stream dedicated to one of the 3 functional groups.


Note each stream, will take place in separate rooms. Members will have the ability to move between rooms..

[JOINT SESSION for all attendees] indicates a shared, general session for all meeting attendees. For these general sessions, attendees will gather in one room for discussions and networking.


The Acquisitions Committee is hard at work developing the agenda. Please check here for updates.

All times are Eastern time

wednesday, JUNE 7

5.30pm: Networking dinner

The Smith NoMad, 1150 Broadway 



8am: Breakfast

8.45am Welcome comments & NAREIM DEI Committee Update

Brief update on NAREIM research & surveys, and how to get involved with upcoming DEI committee events.

  • Chairs: 

    • Portfolio Management: Shilp Shah & Melissa Warren, Nuveen Real Estate

    • Acquisitions: Josh Dinstein, Continental Realty

    • Asset Management: Robert L. Jones, Alidade Capital

  • Co-chairs: 

    • Acquisitions: Hayley Cox, UBS Realty Investors

    • Asset Management:​ Rob Naso, BentallGreenOak ​


    • Zoe Hughes, CEO

    • Sanyu Kyeyune, Head of Programming

    • IvyLee Rosario, Meeting Director 

9am Liquidity & Capital Markets Pt. 1

JOINT SESSION for all attendees

  • Session leaders:

    • Robert L. Jones, Managing Director, Alidade Capital

    • Shilp Shah, Director, Portfolio Management, Nuveen Real Estate

    • Hayley Cox, Transactions, UBS Realty Investors

  • Speaker:​​

    • Andrew Thornfeldt, Head of Real Estate Investment Banking, Chatham Financial 

Whole-room Q&A with presentations by NAREIM members and industry experts: In the first segment of this session, we'll hear from a product specialist and lender, the product types that are able to get financing, solutions to liquidity challenges, exposure and financing terms. 

  • What are the current liquidity challenges?

  • What are managers doing to find liquidity?

  • How are managers working through debt constraints?

Format: 5-minute polling, 10-minute session leader perspective, 15-minute manager case studies, 20-minute whole-room discussion – 50 mins


9.50am: Break

10.05am Liquidity & Capital Markets Pt. 2

JOINT SESSION for all attendees

  • Session leaders:

    • Robert L. Jones, Managing Director, Alidade Capital

    • Shilp Shah, Director, Portfolio Management, Nuveen Real Estate

    • Hayley Cox, Transactions, UBS Realty Investors

  • Speakers:

    • Laura Rapaport, CEO, North Bridge 

    • Candice King, Head of Real Estate Capital Markets Alternatives & Housing, Nuveen Real Estate

Small-group activity: In groups of 6, managers will discuss the actions they are taking to manage risk, strengthen their portfolios, and time their re-entry into the market – what’s working and what’s not working.

  • What actions are you taking to manage cash flow and working capital at the Asset and Fund level?

  • What challenges are you facing in finding liquidity?

  • What strategies are you trying or considering?


Format: 25-minute group exercise, 25-minute whole-room discussion – 50 mins

10.55am: Break

Attendees may participate in either 11:15am session below:


Portfolio Management Track: 11.15am: The Big ESG Question: How are you calculating brown discounts? 


Insuring and financing assets at a discount typically falls on PMs, but where do you get dinged?


We dive into what data providers and lenders are offering and how managers quantify the impact of ESG actions on insurance and financing costs.


  • Speaker: Dara Friedman, Managing Director and Portfolio Manager, BentallGreenOak

  • Moderator: ​Justin Lia, Managing Director, Partner Engineering and Science


Topics to be raised:

  • Part 1: Valuation

    • How are you calculating brown discounts? How do you determine the benefit or penalty on exit? Which KPIs have the highest ROI?

  • Part 2: Lending & Financing 

    • What are lenders doing to reward ESG? What is the value proposition?

  • Part 3: LPs

    • ​Are you restructuring fund requirements to meet certain benchmarks? Are you reporting to any industry association standards? What do your Article 6 & Article 8 investment strategies look like?

  • Format: Fireside chat, followed by roundtable discussions in 3 parts - 60 min

Asset Management Track: 11.15am: Insurance: How are you managing cost and risk?  


Q&A and whole-room discussion with industry expert providing a current overview on why the market is so volatile.

  • Session leader:

    • Haley Donato, Vice President, Asset Management & Finance, Continental Realty Corporation

  • Speaker:

    • Danielle Lombardo, Chair, Lockton Global Real Estate Practice


​​Issues to be raised include: 

  • How did we get here?

  • Why is the market the way it is?

  • How do we navigate the changes?

  • What are lenders requiring? Is it practical?

  • Format: Fireside chat and whole-room discussion - 60 min

12.15pm Networking Lunch 


1.15pm: What's on your mind? Live feedback & group brainstorming session

  • Session leader: Frank Tetel, Managing Director, Grubb Properties

NAREIM members' open-mic session to exchange best practices, challenges faced and lessons being learned.​​

  • Format: Whole-room Q&A - 45min

2pm: How to Resource & Staff Acquisitions Teams

Comparing insights from the 2022 NAREIM Global Management Survey to today's landscape, managers ask one another what they are doing to restructure their Transactions teams, apply their existing skill set to Asset & Portfolio management functions, and discuss their future growth plans.

  • Session leaderHayley Cox, Transactions, UBS Realty Investors

  • Speaker: William Zheng, Senior Associate, Acquisitions, MultiGreen Properties

  • Format: Interactive polling with live feedback, short presentation and whole-room Q&A - 45mins​

2.45pm: Break

3pm: Retail, Multifamily & Industrial: Acquisitions & Dispositions Outlook

Whole-room conversation on CRE markets across the US and expectations for the next 6 to 18 months.

  • Session leader: Josh Dinstein, Senior Vice President, Acquisitions, Continental Realty Corporation

  • Speaker: Ryan Severino, Chief Economist, BentallGreenOak


Issues to be raised include:

  • What are the non-financial risks of buying and selling today?

  • Which markets and property subsets are you considering in retail, multifamily and industrial?

  • What do you consider “uninvestable” today?

  • Format: Interactive workshop, followed by small-group roundtable exercise and whole-room Q&A - 45min

3.45pm: End of meeting




530 Fifth Avenue

New York, NY 10036

NAREIM does not have a hotel room block for the

Portfolio Management, Acquisitions & Asset Management

meeting. However the following hotels are located

close to Convene:

The Gotham Hotel, New York

Sofitel New York

Club Quarters, Times Square

The Iroquois Hotel

The Algonquin Hotel

Citadines Connect

The City Club Hotel

The Royalton Hotel

The Harvard Club and The Yale Club are also located nearby.


2023 pLanning committee members

Chair: Josh Dinstein, Continental Realty
Co-chair: Hayley Cox, UBS Realty Investors
Jeff Hammond, Alidade Capital
Scott McKibben, Brennan Investment Group
Frank Tetel, Grubb Properties
Justin Hoogerheyde & Vincent DiSalvo, Kingbird Properties
William Zheng & Patrick Nguyen, MultiGreen
Bob Geiger & Justin Lia, Partner Engineering & Science
John Seaton & Jim Valente, RealFoundations


NAREIM meetings are open to NAREIM members only and their guests. For further information on attending meeting or other NAREIM discussions, please contact Zoe Hughes, CEO. Please note that any executive who is not a NAREIM member, guest of a member or working in the real estate investment management industry will not be admitted to NAREIM events. NAREIM reserves the right to decline any registration. By registering for NAREIM events, you are consenting to NAREIM’s privacy policy.

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