Resources from the 2025 NAREIM Asset Management Meeting
NAREIM Asset Management Meeting
June 4, 2025
From Acquisition to Disposition: Opportunities, Challenges & Foundational Work
As an asset manager, are you responsible for writing a business plan for the new investment? What format do you use and how often is the business plan recast? How do you determine when to sell and what does that formal process look like? Through whole-room discussion guided by live polling, attendees will share what’s working and what’s not throughout an acquisition-and-disposition life cycle.
Session Leaders:
Bryan Vrba, Executive Vice President, Asset Management, Blue Vista Capital Partners
Eric Lind, Managing Director, PCCP
Multifamily Rents: Leveraging Manual & Augmented Intelligence Pricing
Learn about alternatives to third-party multifamily pricing software. In this session, NAREIM members will share two case studies on how their firms leverage combinations of technology with human know-how to create pricing models that are more resilient in today’s market.
Session Leaders:
Anil Erdem, Managing Director, BGO
Harold Mesa, Investment Manager, GSA Group
Investor Reporting: A Deep Dive Into Process, Content, Cadence & Roles
In today’s evolving capital markets, investor expectations around transparency and reporting have never been higher. This session will dive into internal workflows between asset management and capital raising teams, discuss the degree of investor-specific customization, and examine how market conditions and regulatory shifts have influenced the scope of reporting.
Session Leaders:
Joseph Mancuso, Head of Commercial Asset Management, CBRE Investment Management
Haley Donato, Senior Vice President, Asset Management & Finance, Continental Realty Corporation
Cory Saunders, Head of Investments and Portfolio Manager, Fidelity Investments
Tech Stack & AI: Practical Applications
What technological tool has your firm implemented that didn’t deliver and why? How do you vet new tech? This session examines real-world implementations of CRE-focused software, workflow automation, and AI, through case studies and peer-led discussion.
Session Leaders:
Tony Liou, Co-Founder and President, Partner Energy
Sean Daly, Executive Vice President, American Realty Advisors
Strategies for Working With Lenders
How are NAREIM members approaching the quickly evolving debt markets? What are the best strategies for borrowers and lenders to collaborate on loan modifications? How is the current volatility impacting your broader business strategies? How are lenders approaching cash out refinance requests? This discussion aims to give attendees the chance to hear directly from lenders and asset managers on how best to approach the current lending and business environments.
Moderator:
Nicole Brickhouse, Director of Capital Markets, Continental Realty Corporation
Speakers:
Tiffany Theriault, Managing Director, Real Assets, Apollo Global Management
Elliot Pessis, Managing Director & Head of Senior Housing Asset Management North America, Harrison Street
Chiara Carter, Head of Credit Originations Real Estate Banking, JPMorgan Chase & Co.
Katherine Canning Winter, Managing Director, Head of Real Estate Asset Management, East & Central US, Manulife Investment Management