9/23Wednesday, September 23, 2026 - EST

In a rapidly evolving landscape, regulatory changes, RIA growth, and generational wealth transfer are unlocking unprecedented access to HNW capital through 401(k)s and self-directed retirement accounts. Assess how wealth advisors are becoming dominant alternative investment players, what GPs must know to access this capital, and how investors navigate fees, due diligence, and investment committees.

Main Insights

• The regulatory & market forces driving change
• Balancing liquidity needs with alternative allocation
• Capital reallocation trends across asset classes
• Tax policy uncertainty & deployment strategy
• Structural market shifts requiring new risk mitigation frameworks

What does it really take to scale a real estate investment firm from its first deals to institutional-grade fund management? Hear firsthand about the operational pivots, capital formation challenges, team-building decisions, and strategic inflection points that define each growth stage and what these transitions mean for LP investors evaluating emerging versus established managers.

Main Insights

• Evolving from founder-led to scalable operations, assessing critical growth inflection points, competitive edge and investment discipline during rapid expansion.
• Single assets to fund structures, fundraising realities, and how fund structures reshape GP-LP alignment, particularly co-investments
• LP due diligence across GP stages

Join us, as managers across multifamily, SFR, MHP, BTR, STNL, and land/homebuilding showcase their edge in rapid-fire pitches as allocators evaluate differentiation, scalability, and execution capability in real time.

Main Insights

• Thesis differentiation across residential sectors
• Operational readiness: team depth and scalability
• Underwriting rigor and capital deployment discipline
• What moves allocators from interest to commitment

AI is transforming how investors and fund managers approach acquisitions, due diligence, operations, and portfolio management. This session delivers practical AI and technology applications across the investment lifecycle, from deal sourcing and underwriting to asset management and building centralized data infrastructure that creates a "company brain." Discover how GPs integrate AI and PropTech platforms into acquisitions to stress-test returns and identify assumption risks, how LPs streamline due diligence and vet deals without large analyst teams, and why AI-ready data and integrated technology stacks unlock competitive advantages in modern GP operations.

Main Insights:

• AI in acquisitions & future deal evaluation - how to stress-test projected returns under multiple market scenarios
• Building an AI-powered diligence process without an analyst team
• PropTech platforms for GP operations for efficient workflows, data centralization, and portfolio intelligence across the investment lifecycle 
• Avoiding AI adoption pitfalls for in operations & asset management 

We continue into Part II, as managers present strategies across industrial, medical, office, retail and hospitality in a fast-paced format that mirrors today's fundraising environment, providing allocators an unfiltered look at what separates promising managers from the rest.

Main Insights

• Real-time diligence and operational readiness signals
• Thesis stress-testing against market headwinds and capital constraints
• Benchmarking emerging managers across sectors
• What moves a manager from "interesting" to "backable"

Develop a practical framework to assess credit-oriented real estate strategies and navigate risk-return profiles across the capital stack as distressed debt, preferred equity, and mezzanine financing emerge as high-conviction opportunities for patient capital.

Main Insights

• Distressed debt landscape, timing, and deployment
• Preferred equity and mezzanine structuring
• Credit underwriting in dislocated markets
• Control optionality and conversion strategies
• GP selection criteria for structured capital

Examine how operational excellence, technology, scalable platforms, and tax optimization are becoming the primary drivers of value creation as competitive advantage shifts from cap-rate compression to measurable operational outcomes.

Main Insights

• Operational platforms that drive alpha at scale
• Investor reporting as a competitive advantage
• Evolution of manager selection criteria
• Proactive tax strategy vs. reactive compliance
• Cost segregation as an active alpha driver to maximize platform-level cash flow and shield returns
• Scalable models that support growth without sacrificing margins

Discover the next winners in under-owned markets like industrial storage, data centers, RV parks, natural assets, senior living, marinas, and billboards -assess managers who are tapping into sectors with durable demand drivers and significant runway before they become consensus investments..

Main Insights

• Emerging sectors with durable long-term demand drivers
• Pre-institutional playbook: scalability, operational moats, and defensible cash flows
• Operational complexity as competitive advantage
• 2035 core allocation forecast as sectors mature from niche to necessity

As top-tier managers secure new capital, traditional allocation strategies face extended timelines and capacity constraints. Discover how platform investments, GP stakes, and the most attractive secondary transactions provide alternative pathways to access premier managers, capture alpha through fee-efficient structures, and build diversified exposure. Explore compelling opportunities driven by pricing dislocations, liquidity needs, and portfolio repositioning, while examining how structured capital solutions enhance liquidity and optimize balance sheet efficiency across private real estate platforms. Learn the essential diligence frameworks needed to identify mispriced opportunities and navigate valuation dynamics and deal structuring.

Main Insights

• Structured capital strategies for real estate platform optimization and liquidity management
• GP stakes for long-term alignment and priority access
• Compelling secondary opportunities in the current market- from distressed assets and fund restructurings to LP portfolio sales and continuation vehicles.
• Diligence frameworks to identify mispriced opportunities and navigate valuation dynamics/deal structuring.

This leading cross conversation will dissect ZIRP's biggest failures and explore how to approach diversification, underwriting, and due diligence. Further understand how LPs should evaluate GP economics, control structures, trust, and access in sponsor relationships, and discover the red flags and stress-testing methods that now define LP investment processes.

Main Insights

• Red flags & critical lessons from ZIRP-era investment failures and rate shock environment
• Practical frameworks for diversification, underwriting, and due diligence in today's market
• evaluating GP economics, control, and trustworthiness
• Actionable strategies for LPs to strengthen investment processes and for GPs to meet new LP standards

Understand what really matters when evaluating opportunities and selecting GP partners. Hear directly from top LPs about their investment criteria, due diligence priorities, preferred deal structures, and what separates transactional relationships from long-term partnerships. Whether you're a GP refining your fundraising strategy or an LP benchmarking your approach, gain unfiltered insights into the evolving dynamics of successful GP-LP relationships.

Main Insights

• Investment criteria & how LPs evaluate sponsors (risk-return expectations, cash distributions, IRR, equity multiple, tax benefits and depreciation strategies)
• GP evaluation & due diligence frameworks across different capital sources.
• Deal structures, terms & positioning strategy (Fee structures, co-investment rights, reporting requirements, liquidity preferences, negotiation priorities, and how GPs should position platforms and structure offerings to meet distinct investor preferences)
• Building long-term GP-LP partnerships and what separates transactional relationships from repeat capital partnerships that drive sustained success.