Resources from the 2025 NAREIM Portfolio Management Meeting
NAREIM Portfolio Management Meeting
June 4, 2025
How to Structure & Develop a Successful Portfolio Management Team
This session will include a summary of results from a survey of NAREIM members on Portfolio Management function, structure, and development distributed prior to the meeting. Following that will be whole-room discussions centered around the proper allocation of work, responsibilities, and resources within a Portfolio Management team, and strategies for attracting and developing talent in the industry.
Session leaders:
Ian Braverman, Director, Portfolio Management, Harrison Street
Mike Fenner, Senior Director, Portfolio & Asset Management, National Real Estate Advisors
Alternative Property Types: Assessing Investor Appetite
Subject matter experts join us to explore alternative sectors of real estate in more detail, including the benefits and challenges of those investing in them. The discussion will focus on self storage, data centers, and senior housing, but will touch on other alternatives as well.
Session leaders:
Justin Shanahan, Deputy Portfolio Manager, CBRE Investment Management
Kate Davis, Senior Portfolio Manager, Harrison Street
Speakers:
Ben Wobschall, Executive Vice President, Data Center Capital Markets, CBRE Investment Management
Nick Walker, Vice Chairman, Self Storage Capital Markets, CBRE Investment Management
Elliot Pessis, Managing Director & Head of Senior Housing Asset Management North America, Harrison Street
Where is Your Firm on Its AI Journey?
AI continues to evolve and advance with more firms beginning to adopt and integrate it into their processes. But what are firms using, how are they using it, and are they realizing the benefits?
Session leaders:
Will Hedley, Principal, BGO
Scott Dunphy, Senior Director, Real Estate Portfolio Manager, MetLife Investment Management
Drew Stepanek, Managing Director, Stockbridge Capital Group
Debt Markets & Fund Leverage Strategies
This session will include a panel discussion on the debt markets focusing on both asset-level and fund-level financing, followed by whole-room discussions centered around leveraging strategies for real estate portfolios.
Session leaders:
Kate Bassett, Director, Associate Portfolio Manager, Invesco
Nolan Henry, Executive Director, UBS Realty Investors
Speakers:
Yorick Starr, Managing Director, Credit Investments, Invesco
Anthony Fertitta, Senior Managing Director, Capital Markets, JLL
Portfolio Construction: What are Firms Leaning Into?
In an environment where investor capital remains cautious, what objectives are portfolio managers prioritizing with the next marginal dollar raised? How are we tracking at the halfway mark of 2025 relative to what we envisioned at the start of the year?
Download the discussion questions
Session leaders:
Lucas Kimmel, Managing Director, LaSalle Investment Management
Jacob Maliel, Partner, Portfolio Management, TA Realty