Data Strategy
Data Strategy
May 12, 8:00 AM CDT
Chicago, IL

You attend meetings to network. At NAREIM, we honor the investment of your time by ensuring our networking, activities and content is focused on helping you build personal relationships with peers, who are facing the same challenges and opportunities as you. 

The NAREIM Data Strategy meeting is just the place to build genuine relationships and friendships.


Small group discussions and roundtable sessions is the key to our content. We provide networking opportunities through content - and not just through breaks and lunches. Our focus is on friendship and discovering the personality behind the corporate name. And of course, NAREIM is about candid conversations. You come to NAREIM to learn - and share. NAREIM is about the sharing of best practice ideas, solutions, challenges and opinions. It's a place to explore new ideas among peers and friends. That will be no different in 2022.

As we work to develop our roundtable and group discussion content, we are committed to ensuring your time is well-spent. We invite you to come join fellow data strategy leaders.

Registration fee: $750

The 2022 agenda will be announced shortly. Check back for updates. The meeting times are below:

May 11, 2022 

  • 5.30pm-late: Networking dinner and activity

May 12, 2022

  • 8am-3.30pm: Meeting content, roundtables and peer discussions

In 2021, the data strategy meeting covered: 

 May 18, 2021


Morning session

11am-1pm ET


Investor appetite for data, new tools and user adoption

We live in a world of data, and we want more of it. But what exactly is being asked for and what do institutional investors really want from their managers? The NAREIM Data Strategy meeting kick's off with a "What’s on your mind?" discussion focused on understanding investor appetite for and use of data; and - during a member-only discussion - asks managers how have they changed their process or data use compared to just two to three years ago, and how are they driving user adoption around such tools?


11am: Welcome comments

  • Chair of the NAREIM Data Strategy committee: Christopher Gilene, Global Technology Leader, Invesco Real Estate

11.05am: Investor appetite for data. Why, what and how do you want to use it?

Investors and consultants discuss the increasing appetite for data from investment managers, what is driving the need for additional data and how the data is being utilized.

  • Margaret McKnight, Partner, StepStone Group

  • Sam Spencer, Investment Officer, Oregon State Treasury

Member-only discussion

For members and managers only

11.45am: New tools and user adoption

In data, if you build it, they don't necessarily come. Through case studies and a whole room Q&A lightning round, NAREIM members talk to the new tools, processes and strategies they have implemented over the past two years – and how they did (and did not) increase user adoption and business performance.

  • Case study reviews:

    • Bahaar Sidhu, CFO, Berkeley Partners. Expanding Power BI, a data warehouse and off-the-shelf software to create real-time IR, asset management and property management dashboards. Planning how to use the value of tenant surveys at acquisition.

    • Christopher Gilene, Global Technology Leader, Invesco Real Estate. Incorporating innovative data sets and analysis techniques into the investment decision making process.

    • Scott Cross, Director of Reporting & Analytics, Nuveen Real Estate. Tenant risk, exposure and credit worthiness analytics - what worked and didn't work.

  • Lightning round:

    • Led by Courtney Lee, Quantitative Researcher, UBS Realty. Members share their own projects, answering the following questions:

      • What are you working on?

      • What's been the user adoption experience? ​

      • What worked? And didn't work?

      • What would you do differently next time?

      • What's on your wish list?


1pm: Morning session conclusion. Lunch






Afternoon session

2pm-4pm ET

2pm: Welcome comments. 

  • Co-chair of the NAREIM Data Strategy committee: Courtney Lee, Quantitative Researcher, UBS Realty


2.05pm: Score your data strategy

You may not be score-carding your strategy just yet, but how do you even start to think about evaluating the performance of your data and the policies surrounding it? How do we begin to look to tracking ROI on data strategy?

Through three case studies and whole room Q&A we dive into how peers measure the effectiveness and success of specific projects within data strategies, to help NAREIM members think and assess how best to measure their own success. The case studies will focus on scoring the talent and people within data strategy; how we can start to think about a scorecard for the overarching data strategy; and a deep dive into a specific data project.

Each speaker will outline their ideas, where they are in the evolution of their evaluation and where things have worked - and not worked - through short 7-min presentations to members, followed by open Q&A.

  • Linda Isaacson, Managing Director, Global Head of Innovation & Technology, Ferguson Partners. In an exclusive for NAREIM members, Linda discusses how they are looking to evaluate the people and resources targeted with driving digital and data transformation within their real estate investment management.

  • Jim Valente, Global Head of Data Services, RealFoundations presents an analysis of scorecard metrics currently used within real estate investment management firms, and where the lessons learned are being applied today.

  • Joseph Ehrenfeld, Senior Director, Business Applications and Larry Maya, Senior Director, Data Strategy and Analytics, USAA Real Estate provide insights into how USAA has evaluated the performance of its critical property attributes and occupancy reporting.

3.10pm: Breakout room discussion and reporting back

In breakout groups, members discuss the key challenges and priorities they are working on and dig deep into the real-time solutions and best practices. Each breakout group leader will take notes and report on their roundtable conversations in a whole room feedback round after the breakout session. Each breakout group will be limited to 6 people. Video is highly recommended.


4pm: Concluding comments 



16 W Adams Street

Chicago, IL 60603

convene chicago.jpeg

2021 committee members

Chair: Christopher Gilene, Invesco Real Estate

Co-chair: Courtney Lee, UBS Realty

Co-chair: Jim Valente, RealFoundations


Committee members:

Kristin Barron, Barings Real Estate 

Chris Nichols, Berkshire Residential Investments

Elizabeth Peacock, Deloitte Consulting​

Richard Rowell, Lionstone Investments

Scott Cross, Nuveen Real Estate​

Daniel Baskind, Saxony/Pereview Partners

Mike Goodwin, Stockbridge Capital Group

​Joseph Ehrenfeld, USAA Real Estate Company

Chris Barbier/Eileen Clifford, Yardi Systems

Past Agendas

​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.