Side letter negotiations, alternative sources of capital and more presentations from the 2024 NAREIM Capital Raising & Investor Relations Meeting
NAREIM Capital Raising & Investor Relations Meeting
Dec. 5, 2024
Best practices for the future of Capital Raising: How do I keep my job relevant?
Debate attributes of a successful capital raiser from the lens of the past, present and future. This session will include trading best practices across improving training and skills, understanding paradigm shifts in sources of capital, unlocking mentorship and relationships, and navigating tech implementation.
Session leaders:
Reza Basharzad, Managing Director, Clarion Partners
Sayuri Khandavilli, Managing Director, Real Estate Specialist, Nuveen Real Estate
Speaker:
Leah Dillon, Chief Operating Officer and Head of Partner Engagement, Alliance Global Advisors
Marketing, brand and the Capital Raising function: Best practices for making the magic happen
Discuss a brand-forward approach to marketing, tips for ensuring your colleagues feel empowered to be brand ambassadors, leveraging AI in your marketing and capital raising functions and ways to measure results in a volatile market.
Session leaders:
Christie Philbrick-Wheaton, Senior Director, Business Development, New York Life Real Estate Advisors
Eileen Clifford, Senior Sales Manager, Yardi Systems
Speaker:
Michelle Johnstone, Managing Director, Investor Relations, National Real Estate Advisors
Strategies for side letter negotiations: The devil's in the details!
This session will feature an overview of key side letter considerations by a subject matter expert, followed by small group discussions regarding requirements, clauses, special reporting, challenges and more.
Session leaders:
Ben Lathrop, Senior Vice President, Director of Business Development & Client Services, Real Estate, Bailard Inc.
Tyler Scheppmann, Senior Vice President, Investor Relations. Dermody Properties
Speaker:
Kelly Ryan, Partner, Kirkland & Ellis
Alternative sources of capital
Insights from experts specializing in Taft-Hartley funds, high-net-worth individuals, and foreign capital. The discussion will highlight strategies for leveraging these diverse capital sources to fuel growth and innovation in real estate.
Download the Taft-Hartley presentation
Download the RIA/Wealth Management/OCIO presentation
Session leaders:
Ashley Caldis, Senior Vice President, Investor Solutions, Blue Vista Capital Management
Michelle Johnstone, Managing Director, Investor Relations, National Real Estate Advisors
Speakers:
Brandy Carlson, Partner, Epic Advisory
Nicole Roman, Director, Investor Relations, National Real Estate Advisors
LP rapid-fire panel
Members will hear from LPs on what’s working, what’s not, where opportunities lie and what they foresee for the capital raising space.
Session leaders:
Reza Basharzad, Managing Director, Clarion Partners
Sayuri Khandavilli, Managing Director, Real Estate Specialist, Nuveen Real Estate
Speakers:
German Oteiza-Sepulveda, Investment Officer, Real Estate, Texas Permanent School Fund
Jennifer Wenzel, Director, Teacher Retirement System of Texas