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2020 iREOC Virtual Summit

October 27 - 28, 2020 | Virtual Platform | ,

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The 2020 iREOC Virtual Summit is a "members only" event designed to provide a platform for candid discussions among real estate operating companies, institutional investors and their investment managers on forming and running more profitable and productive REOC partnership investments.

This Summit will allow our members to gather virtually to discuss the latest trends, strategies and concepts creating the current landscape of REOC partnership investments.

And, as part of the IREI platform, this meeting will uphold a strict ratio of only two real estate operating companies to every one institutional capital provider. This ensures that attendees are able to really engage and get to know one another both on a professional and personal level. View our 2019 Attendees.

Registration information:

iREOC is an exclusive membership organization. Membership includes one complimentary registration to this event as part of your annual benefits package.

Membership Categories:

Executive Member

  • Qualified Institutional Investors – Complimentary Membership
    This category is reserved for individuals employed by a public, corporate or union pension fund organization, foundation or endowment, with responsibility for real estate investment strategy or decision-making. Sovereign wealth funds, family offices, outsourced CIO organizations and government officials may also qualify for complimentary membership. A government official is defined as a federal, state, local or city-level government employee focused on the policymaking, planning, and/or funding/financing of real estate projects, as well as legislators and their staff. This definition does not include pension/benefit plan administrators.
  • Investment Managers
    This category is reserved for real estate investment managers serving institutional investors through separate account or fund investment vehicles with strategies that primarily involve third-party REOC partnership investments.
  • Real Estate Operating Companies
    This category is reserved for real estate operating companies, development firms and vertically-integrated real estate investment managers/operators offering REOC partnership investment strategies (that don’t involve third-party partnerships) to institutional investors and their investment managers through specified/individual, programmatic/separate account or fund investment vehicles.

Associate Member

  • This category is reserved for other service providers in the institutional real estate investment industry including; research and advisory, investment consultants, placements agents, investment banking, lenders and mortgage brokerage, property management and leasing, legal and accounting, AEC, technology and software, and other industry associations.

To learn more about iREOC, view our current membership brochure. To discuss how you can become a member and  part of this meeting, contact David "Mac" McWhorter at d.mcwhorter@irei.com or +1 970-300-8024.

iREOC Testimonials

Russell Dixon, President & CEO, Managing Principal, RedHill Realty Investors

"iREOC’s inaugural gathering in May, established the primary bridge between real estate operators and the institutional investor community. That bridge enabled a dialog of understanding to commence—improving the quality and nature of this most important working partnership.

Mitch Pleis, Investment Officer, California State Teachers' Retirement System

The iREOC inaugural annual meeting was a great event for institutional investors who are engaged in directly investing in REOC partnerships or indirectly through their investment managers. It provided an open venue for leaders from across the industry to connect and candidly exchange ideas.

 Scott Stuckman, Executive Managing Director, Global Investors Group, USAA Real Estate

REOC partnerships have been a key component of most investor portfolios since the beginning of the institutional real estate investment industry, particularly in value-add and opportunistic strategies, but there’s never been an industry organization dedicated exclusively to advancing this dynamic segment of the market. iREOC is filling that void and the inaugural membership meeting in Park City set an exceptional standard for future events.

Michael Levy, CEO, Crow Holdings

Data, analytics and information management are increasingly critical business considerations throughout our industry. iREOC is providing an opportunity for institutional investors, their investment managers and operating partners to engage in meaningful discussions around systems and technology implementation. This will be core to our future success together.

Anthony Frammartino, Principal, The Townsend Group

The iREOC forum provided an open environment for idea exchange and the opportunity to meet with compelling operating partners.

  • Agenda
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iREOC Virtual Summit Agenda Subject to Change

October 27-28, 2020 (All Times Pacific Standard)

THEME: 2020 REOC Partnership Investing During and After a Crisis:  Challenges and Opportunities 

 

Day One: Tuesday, October 27, 2020 (All Times Pacific Standard)

10:00 a.m. Welcome and Overview

Geoffrey Dohrmann, President & CEO, Institutional Real Estate, Inc.

David “Mac” McWhorter, Executive Director, iREOC, Institutional Real Estate, Inc.

Jonathan A. Schein, Global Head of Business Development, Institutional Real Estate, Inc.

Barry Faulkner, Senior Managing Consultant, RealFoundations

10:15 a.m. The State & Future of REOCs During and After a Crisis

  • What are core, core-plus, value-add and opportunistic strategies in a COVID world?
  • How do REOC partnerships fit into the core, core-plus, value-add and opportunistic strategies of investors and investment managers?
  • What special skills do REOCs need in a COVID world?
  • Has COVID changed the risks and challenges associated with deal JVs, programmatic JVs, REOC-sponsored funds and REOC entity-level ownership?
  • What kinds of REOCs will be the likely winners and losers?

Moderator:

Geoffrey Dohrmann, President & CEO, Institutional Real Estate, Inc.

Panelists:

Greg Pinkalla, Chairman & CEO, Fairfield Residential

Tom Paterson, Chief Operating Officer & Head of Portfolio Management, Lionstone Investment

Joseph Sitt, Chairman & CEO, Thor Equities Group

Jennifer Wenzel, Senior Investment Manager, Teacher Retirement System of Texas

11:00 a.m. Break

11:10 a.m. Virtual Roundtable Discussion Groups

Pre-assigned groups of 10 attendees with a group leader will break out into virtual roundtable discussion groups. The group leader will facilitate an interactive dialogue that focuses on the issues raised by the panelists.

11:45 a.m. Virtual Roundtable Group Leader Reports

Group leaders will share the insights of their group’s selected property sector in an open-forum discussion with all attendees.

12:30 p.m. End of Day: Wrap-Up Summary

David “Mac” McWhorter, Executive Director, iREOC, Institutional Real Estate, Inc.

 

Day Two: Wednesday, October 28, 2020 (All Times Pacific Standard)

10:00 a.m. Welcome and Overview

David “Mac” McWhorter, Executive Director, iREOC, Institutional Real Estate, Inc.

Jonathan A. Schein, Global Head of Business Development, Institutional Real Estate, Inc.

Barry Faulkner, Senior Managing Consultant, RealFoundations

10:10 a.m. Examining REOC Partnership Risks and Solutions 

  • We will discuss the nature of risk, types of risk, and ways to measure risk.
  • What is REOC risk management, does risk management really work, and how would we know?
  • What are some qualitative and quantitative approaches to REOC risk management and which approaches work best?
  • What is the nature of COVID-19 and what is the potential impact of COVID on overall REOC performance, property cap rates, and LP/GP deal performance?
  • Which risk management practices have REOCs adopted to manage COVID risk and have these practices succeeded or failed?  Assuming COVID is a transient phenomenon, what long term impact could COVID-19 have on how REOCs manage risk?

Speaker/Moderator:

Dr. Randall Zisler, Chief Investment Strategist and Research Director, iREOC, Institutional Real Estate, Inc., and Chairman

Panelists:

Devon Olson, Director – Real Estate, Utah Retirement System (URS)

James Delmotte, Chief Co-Investment Officer, Grosvenor Americas

Russell C. Platt, CEO, Forum Partners

11:00 a.m. Break

11:10 a.m. Virtual Roundtable Discussion Groups

11:45 a.m.  Virtual Roundtable Group Leader Reports

12:30 p.m. Wrap-Up Summary & Closing Remarks

David “Mac” McWhorter, Executive Director, iREOC, Institutional Real Estate, Inc.

  • Board/Speakers
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Our speakers for the 2020 iREOC Virtual Summit are currently being recruited. If you are interested in speaking at this event, please contact John Hunt, our conference program manager, at +1 925-244-0526 or j.hunt@irei.com.

2020 iREOC Virtual Summit Co-Chairs:

Geoffrey Dohrmann
President & CEO
Institutional Real Estate, Inc.

David “Mac” McWhorter
Executive Director, iREOC
Institutional Real Estate, Inc.

Jonathan A. Schein
Global Head of Business Development,
Institutional Real Estate, Inc.

Barry Faulkner
Senior Managing Consultant
RealFoundations

2020 iREOC Annual Virtual Summit Advisory Board:

Anthony Breault
Senior Real Estate Investment Officer
Oregon State Treasury

Barry Chase
Managing Principal & CEO
Belay Investment Group

Owen DeHoff
Managing Partner
Jasper Ridge Partners

James Delmotte
Chief Co-Investment Officer
Grosvenor Americas

Brad Gries
Managing Director, Head of U.S. Transactions
LaSalle Investment Management

Lou Jacobsohn
Enterprise Account Director
Juniper Square

Brian Malliet
Co-Founder & CEO
bkm Capital Partners

Mike McCann
Managing Director
EMMES Realty Advisors

Tom Paterson
Chief Operating Officer and Head of Portfolio Management
Lionstone Investments

Dr. Randall Zisler
Chief Investment Strategist and Research Director, iREOC
Institutional Real Estate, Inc.
Chairman
Zisler Capital Associates, LLC

  • Attendees
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EXECUTIVE MEMBERS

Investors
Alaska Electrical Pension Fund
Alaska Permanent Fund Corp.
BLG Capital Advisors
California Institute of Technology
California Public Employees’ Retirement System
California State Teachers’ Retirement System
GCM Grosvenor
GIC
Green Mesa Capital
Hanover Financial
Jasper Ridge Partners
Makena Capital Management, LLC
Minot Capital, LP
MoDOT & Patrol Retirement System
Montana Board of Investments
MUFG
New Jersey Division of Investment
New Mexico Educational Retirement Board
North Carolina Department of State Treasurer
Oregon State Treasury
Public Employee Retirement System of Idaho
Rice Management Company
Teacher Retirement System of Texas
Texas Treasury Safekeeping Trust Co.
The Townsend Group
University of California Regents
UPS Group Trust
Utah Retirement System
Willett Advisors LLC

Investment Managers
Almanac Realty Investors
Belay Investment Group
BentallGreenOak
Crow Holdings Capital Partners
Domain Capital Group
Forum Partners
GI Partners
Harrison Street
Invesco Real Estate
LaSalle Investment Management
Lionstone Investments
Lubert-Adler Partners, L.P.
Mesa West Capital
Stockbridge
Tishman Speyer
USAA Real Estate Co.

Real Estate Operating Companies
AmCap Inc.
Banyan Street Capital
Berkeley Partners
Bixby Land Company
bkm Capital Partners
CA Ventures
CHI Development Operating, L.L.C. – Crow Holdings Industrial
Cortland
The Davis Companies
Elion Partners, LLC
EMMES Realty Advisors, LLC
Equus Capital Partners, Ltd.
Fairfield Residential
First Washington Realty, Inc.
Graceada Partners
Griffis Residential
Grosvenor Americas
Hart Realty Advisers
IDS Real Estate Group
Kairos Investment Management Company
Lincoln Advisors
Maple Multi-Family Operative, L.L.C. – Trammell Crow Residential
McWhinney Real Estate Services, Inc.
M-M Properties
Mosser Capital Management
MultiGreen Properties
Newport Capital Partners
Portman Holdings, LLC
RedHill Realty Investors
RISE Properties
ShopOne Centers REIT, Inc.
Skyline Pacific Properties
TGM Associates
Thor Equities
University Communities
Veritas Investments, Inc.
Western National Group
Westmount Realty Corporation
Westport Properties | US Storage Centers
WNC Companies

Other Industry Service Providers
Alliance Global Advisors
CCIM Institute
Elysium Capital Pte. Ltd.
ENSO Advisors
Hamilton Lane
Juniper Square
Kingsley Associates
Moss Adams
National Council of Real Estate Investment Fiduciaries (NCREIF)
RCLCO
Skepticus Inc.
Zisler Capital Associates

Founding Strategic Partner

 

  • Contact
  •  

Registration & Logistics
Lucero Jaramillo

Conference Director
l.jaramillo@irei.com or +1 925-244-0500 ext. 130

Sponsorship Opportunities
Randy Schein

Conference Sales Manager
r.schein@irei.com or +1 212-706-7023

Membership Opportunities
David “Mac” McWhorter

Executive Director, iREOC
d.mcwhorter@irei.com or +1 970-300-8024

Speaking Opportunities
John Hunt

Conference Program Manager
j.hunt@irei.com or +1 925-244-0500 ext. 137

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