NAREIM Data & Information Management meeting

October 8-9, 2024

The NAREIM Data & Information Management meeting took place in Atlanta this week. To download the meeting presentations and poll results, click on the links below:

Dirty data: How to deal with it, and the lack of industry standards for data quality

Do you keep hearing about how important clean data is, and can't figure out why you care? In the context of governance, regulatory and compliance, explore how data management policy and practice ties to and can improve your business outputs and operations through a hands-on data normalization exercise and exploration of a data quality dashboard that has real-life applications.

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View the poll results

Speakers:

• Ben Tremblay, Senior Analyst, Real Estate Data Management, Nuveen Real Estate

• Michael Craft, Director - Data Strategy, Stockbridge Capital Group

• Kathleen Hurley, CEO & CIO, Sage Inc.

Transitioning to a fund admin: Data migration and reporting requirements

So you’re considering outsourcing Fund Administration? In this session we will talk through initial due diligence and considerations for onboarding, full Portfolio or specific Investment Strategy approaches, data integration and reporting, and maintaining stakeholder and investor engagement. Additionally we will review lessons learned from real world scenarios.

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View the poll results

Moderator:

• Andrew Dwyer, Director, Institutional Sales, Juniper Square

Speakers:

• Pete Schow, Executive Director - Head of Data, Affinius Capital

• Adam Atwood, Director, Fund Accounting, Juniper Square

Mapping the Proptech landscape: What exists out there, how to choose the right partner, and what's on the horizon?

This session will encourage small group discussions on (1) existing Proptech solutions, (2) best practices for evaluating a Proptech solution, and (3) anticipated future Proptech solutions and their impact on a firm’s toolkit. Insights from small group discussions will be shared with the broader group and later documented to be provided as key takeaways for attendees.

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Download the infographic

Session leaders:

• Francesco Munaco, Vice President - Portfolio Management, Alidade Capital

• Vicki Dodig, Director of Sales, Yardi Systems

AI: Exploring use cases from efficiency gains to predictive analytics

In this interactive session, learn what your peers are doing to separate fact from fiction. You will hear how their organizations leverage generative AI, machine learning and analytics, to create breakthrough gains for their firms.

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View the poll results

Speakers:

• Sach Diwan, Global Head of Technology, LaSalle Investment Management

• Armel Traore dit Nignan, Head of Real Estate Data & Analytics, Principal Asset Management

How are you educating your boards/CEOs on the cultural change of technology?

Let’s discuss how organizational change and new technology initiatives are put in motion, with change management being as much a strategy as it is a necessary evil. Whether bottom-up or top-down, how should you handle your C-Suite to push forward in the CRE tech landscape?

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Session leaders:

• Rish Gosine, Managing Director, Head of Technology & Data Analytics, Pennybacker Capital

• Mike Goodwin, Chief Technology Officer, Stockbridge Capital Group

• Doug Prickett, Senior Managing Director of Investments & Analytics, Transwestern Investment Group