Agenda

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

All times are Eastern time

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​wednesday, JUNE 7

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5.30pm: Networking dinner

The Smith NoMad, 1150 Broadway 

 

​THURSDAY, JUNE 8​

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8am: Breakfast

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8.45am Welcome comments & NAREIM DEI Committee Update​

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

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• 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 

• NAREIM:

  • Zoe Hughes, CEO

  • Sanyu Kyeyune, Head of Programming

  • IvyLee Rosario, Meeting Director 

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9am Liquidity & Capital Markets Pt. 1

JOINT SESSION for all attendees

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• Session leaders:

  • Robert L. Jones, Managing Director, Alidade Capital

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

  • Hayley Cox, Transactions, UBS Realty Investors

• Speakers:​​

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

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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.

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• What are the current liquidity challenges?

• What are managers doing to find liquidity?

• How are managers working through debt constraints?

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

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9.50am: Break

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10.05am Liquidity & Capital Markets Pt. 2

JOINT SESSION for all attendees

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• 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

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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.

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• 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 min

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10.55am: Break

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

 

Fireside chat and Q&A discussion on best practices for existing risk profiles and insurance structures, ways to become more creative in allocating across entities, and how to educate deal teams on managing expectations.

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• 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: 

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• How did we get here and why is the market the way it is?

• Why is there a disconnect between lender insurance requirements and the insurance marketplace?

• Can managers pass along insurance expenses to tenants? 

• What are the hardest areas of the stack to insure?

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• Format: Fireside chat and whole-room discussion. - 1 hour

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12.15pm: Lunch 

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1.15pm: Office leasing strategies: Rethinking amenities 

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Manager case study highlighting successes and challenges in utilizing amenities to entice people back into the office, and a roundtable exercise around what’s least and most effective in attracting tenants.

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• Session leaders: 

  • Shawn Wei, Director - Regional Head of Asset Management, MetLife Investment Management

  • Brent Hall, Executive Director- Asset Manager, UBS Realty Investors

• Speaker:

  • Harlan Strader III, Vice President, Silverstein Properties 

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Issues to be raised include:

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• How are you setting yourself apart from the competition?

• What are some examples of successes and failures when upgrading office spaces?

• How can amenities boost your leasing strategy? 

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• Format: Short presentation, followed by small-group roundtable exercise and whole-room best practices sharing. - 45 minutes 

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2pm: Maintenance, turnover & utilities: Managing expenses in residential

Manager case study and whole-room discussion on three strategies to reduce operating expenses.

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• Session leader: 

  • Erick Bracero Serrano, Asset Manager, Kingbird Investment Management

• Speakers:

  • Alex Kaskel, Principal, Asset Management & Capital Markets and Eli Sporn, Asset Management Analyst, Peak Capital 

 

​Issues to be raised include: 

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• How are you managing operating expenses?

• What are you doing to reduce expenses?

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• Format: Manager case study, followed by whole-room best practices sharing. - 45 minutes

 

 

2.45pm: Break

 

 

3pm: Best-in-class technology: Internal processes & vetting procedures 

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Best practices and lessons learned for better aligning a firm's technology stack, and a roundtable exercise on approving new technologies and building internally vs. outsourcing.

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• Session leaders: 

  • Sophie Li, Vice President, PNC Realty Investors

  • Kent Tarrach, Executive Director, Asset Management, PGIM Real Estate

• Speakers:

  • Jim Carr, Chief Innovation Officer, BentallGreenOak 

  • Mandi Wedin, Founder & CEO, Feroce Real Estate Advisors 

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Issues to be raised include:

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• Do you have a technology and innovation team in house? If not, how do you outsource that request or start to build your own?

• What are the best practices for vetting new technologies?

• How are you visualizing the way your firm uses technology in the future? 

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• Format: Short presentation, followed by small-group roundtable exercise and whole-room best practices sharing. - 45 minutes 

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3.45pm: End of meeting