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Sustainability Virtual Connection
Sustainability Virtual Connection
May 25, 2023, 12:00 PM EDT
Online Event

The NAREIM Sustainability virtual connection will focus on a deep dive on SFDR and best practices for U.S. funds.

This is Part III of an SFDR series NAREIM has produced with the Sustainability committee. See below for a recap before attending this virtual meeting. 

Click here for key takeaways and presentation slides for Part I. 

Click here for key takeaways and presentation slides for Part II.


This virtual is intended to help you reconnect with peers throughout the year - in order to discuss timely issues of importance and to share ideas and solutions.

Registration is complimentary and limited to NAREIM members only.


The 60-minute virtual meeting is taking place over Zoom. NAREIM will share meeting access information with registered attendees.


12pm: NAREIM welcome comments and quick recap of Part I & II virtual sessions.


  • Mona Benisi, Executive Director, Head of Sustainability for Global Real Assets, Morgan Stanley Real Estate Investing

  • Hannah Tillmann, Vice President of Sustainability, Berkshire Residential 


  • IvyLee Rosario, Meeting Director 

12.05pm: SFDR Deep Dive: Best Practices for US Funds

This virtual connection will take a deep dive into SFDR best practices for U.S. funds, focusing to understand the landscape of article 8 real estate funds in the U.S. and the types of characteristics these funds are promoting. 

Issues to be raised include:


  • What type of characteristics are being discussed/proposed?

  • What challenges have you faced with SFDR reporting? 

  • What are you doing with industrial funds/properties? 

  • What are best practices you have identified/used?

  • Who are you using to support you?

ESG Backlash 

  • How do you think about SFDR and article 8 & 9 funds in light with ongoing ESG investing backlash in the U.S.?
  • Have you received anti-ESG questions, DDQs or RFPs?
  • ​Have you changed your business strategy as a result of this backlash?


1pm: End of meeting

2023 pLanning committee members

Chair: Brittany Ryan, Nuveen Real Estate

Co-chair: Hannah Tillmann, Berkshire Residential 

Rachel Woolf, Blue Vista Capital Partners

Karen Mahrous, Clarion Partners

Cassandra McFadden, Cortland

Lauren Winkler, Green Cities Company

Jill Brosig, Harrison Street

Monica Beall, Lendlease 

Jim Landau, MetLife Investment Management

Brooke Pottish, New York Life Real Estate Investors

Tony Liou, Partner Engineering and Science

Patrick Jez, RealFoundations

Arielle Birenberg, Stockbridge Capital Group

Anne Peck, TA Realty

Lisa Beeson, The CenterCap Group

Tom Enger, UBS Real Estate

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.

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