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?
- 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