2021 iREOC Annual Membership Meeting

November 15 - 17, 2021 | Fairmont Grand Del Mar | San Diego, CA

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The 2021 iREOC Annual Membership Meeting 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.

View the 2019 iREOC Annual Membership Meeting Brochure

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 2018 Attendees.

Registration information:

iREOC is an exclusive membership organization. Membership may include one complimentary registration to this event as part of your annual benefits package. To inquire, please contact events@irei.com.

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 membership invitation deck. 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 exchanges 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

2021 Theme: How COVID-19 challenges are creating new risks and opportunities for REOC partnership investing
Day One: Monday, November 15, 2021
12:30 p.m.	Welcome & Overview David “Mac” McWhorter, Executive Director, iREOC, Institutional Real Estate, Inc. Geoffrey Dohrmann, CRE, Executive Chairman and CEO, Institutional Real Estate, Inc. Jim Valente, Global Head of Data, RealFoundations
1:15 p.m.	What drives capital flows to REOC partnerships? Highlights from the 25th Annual IREI/Kingsley Associates Investor Survey and the latest stats from IREI.Q (formerly known as FundTracker database). A panel discussion will follow, focusing on reviewing iREOC Capital Flow model, with a live survey and discussion of how capital flowshave changed from past survey data. Where we are now, and what trends are emerging that have implications for REOC community? Moderator: Geoffrey Dohrmann, CRE, Executive Chairman and CEO, Institutional Real Estate, Inc. Panelists: Matt Hershey, Partner, Hodes Weill & Associates Brian Nottage, PhD, CFA, Head of Portfolio Strategy and Separate Accounts, JP Morgan Asset Management Mitch Pleis, Portfolio Manager, California State Teachers’ Retirement System
2:15 p.m.	The state and future of REOC partnerships during and after a crisis What are core, core-plus, value-add and opportunistic strategies in a COVID-19 world? How do REOC partnerships fit into the core, core-plus, value-addand opportunistic strategies of investors and investment managers? What special skills do REOCs need in a COVID-19 world? Has COVID-19 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: David “Mac” McWhorter, Executive Director, iREOC, Institutional Real Estate, Inc. Panelists: Michael Frazzetta, Managing Principal, Chief Financial Officer and Head of Investor Relations, TGM Associates, LP Brian Malliet, Founder and CEO, bkm Capital Partners Will McIntosh, Global Head of Real Estate, USAA Real Estate, Inc.
3:15 p.m.	Networking Break
3:45 p.m.	Institutional Investors’ views on ESG & DEI What are the main ESG & DEI trends for institutional investors? Why are ESG & DEI important to investors? What are investors asking from GPs and operators today, and what will they likely require in the future? What are investment managers and operators doing today to meet investors’ needs? Moderator: Geoffrey Dohrmann, CRE, Executive Chairman & CEO, Institutional Real Estate, Inc. Panelists: Gina Baker Chambers, Principal and Portfolio Manager, Artemis Real Estate Partners Jim Farris, CEO, Mosser Capital, Inc. Lauren Krause, Director – Environment, Social and Governance, Grosvenor Americas Jennifer Stevens, Co- Founder & Managing Partner, Alliance Global Advisors
4:15 p.m.	Sustainability trends in post-COVID world Define the benefits of sustainability for investors, investment managers and operators. Examine what investors want in sustainability, and why. Discover the costs and risks of green washing. Find out who should pay for sustainability features, and why. Review various types of strategies and approaches to sustainability that are viable and designed to enhance future value, liquidity and returns. Moderator: John Seaton, Global Head of Sales, RealFoundations Panelists: Gila Cohen, Chief Investment Strategy Officer, MUFG Jessica Long, Senior Director, Head of Sustainability, Americas, Nuveen Real Estate Randy C. Norton, Founder & Chairman of the Board, MultiGreen Properties
5:00 p.m.	Wrap-up Summary David “Mac” McWhorter, Executive Director, iREOC, Institutional Real Estate, Inc. Geoffrey Dohrmann, CRE, Executive Chairman and CEO, Institutional Real Estate, Inc. Jim Valente, Global Head of Data, RealFoundations
5:15 p.m.	Adjourn
6:30 p.m.	Welcome cocktail reception with heavy hors d‘oeuvres
Day Two: Tuesday, November 16, 2021
7:00 a.m.	Networking Breakfast
8:00 a.m.	Overview of the day David “Mac” McWhorter, Executive Director, iREOC, Institutional Real Estate, Inc. Geoffrey Dohrmann, CRE, Executive Chairman and CEO, Institutional Real Estate, Inc. Jim Valente, Global Head of Data, RealFoundations
8:15 a.m.	IREI.Q Review Presenter: Karen Palma, Director, Data Services
8:45 a.m.	Entity-level investing vs. programmatic Review entity–level investing models (whole ownership vs. partial ownership) Review specified deal model vs. programmatic investment model Discuss the trade-offs of entity–level investing vs. programmatic program Review investment manager partial ownership model as astrategy for operators accessing fund capital. How do you evaluate which approach might be the best fit for your organization? Moderator: David “Mac” McWhorter, Executive Director, iREOC, Institutional Real Estate, Inc. Panelists: Josh Kawaii-Bogue, Executive Director, Fairfield Residential David Jensen, COO & Executive Managing Director, RedHill Realty Investors Andrew Silberstein, Partner, Almanac Realty Investors
9:30 a.m.	Entity-level investing vs. programmatic, roundtable discussion session Each table will have a group leader who will facilitate an interactive dialogue that focuses on the issues raised by the panelists. Moderator: Chase McWhorter, Managing Director, Americas, Institutional Real Estate, In
10:00 a.m.	Roundtable group leader reports Group leaders will share the table’s insights in an open-forum discussion with all attendees. Moderators: David “Mac” McWhorter, Executive Director, iREOC, Institutional Real Estate, Inc. Chase McWhorter, Managing Director, Americas, Institutional Real Estate, Inc.
10:30 a.m.	Break
11:00 a.m.	Design and building in post-COVID world How is design evolving in different sectors? Discover how today’s standards could help make buildings obsolete in the future. Find out how new building materials and processes can save timeand energy, and reduce risks and costs. Moderator: Chase McWhorter, Managing Director, Americas, Institutional Real Estate, Inc. Panelists: Jessica Leo, Vice President, of Design Management, CA Venture Stephen Skolas, Vice President Development, The Davis Companies
12:00 p.m.	Lunch
1:00 p.m.	Building and Strengthening JV REOC Partnerships How are investor requirements evolving and changing? What are common reasons why partnerships breakdown and how to prevent them? What are today’s best practices to win institutional capital in the selection process? Moderator: Wendy Pryce, Managing Director, Real Estate Specialist, Nuveen Real Estate Panelists: Alan G. Bear, Managing Director, Capital Markets, Veritas Investments Larissa Herczeg, Managing Partner, Oak Street Real Estate Capital
2:00 p.m.	Wrap-up Summary David “Mac” McWhorter, Executive Director, iREOC, Institutional Real Estate, Inc. Geoffrey Dohrmann, CRE, Executive Chairman and CEO, Institutional Real Estate, Inc. Jim Valente, Global Head of Data, RealFoundations
2:30 p.m.	Afternoon group activities
4:30 p.m.	Adjourn
6:00 p.m.	Networking cocktail reception
7:00 p.m.	Networking dinner
9:00 p.m.	Optional after–dinner networking
Day Three: Wednesday, November 17, 2021
7:00 a.m.	Networking Breakfast
8:30 a.m.	Overview of the day David “Mac” McWhorter, Executive Director, iREOC, Institutional Real Estate, Inc. Geoffrey Dohrmann, CRE, Executive Chairman and CEO, Institutional Real Estate, Inc. Jim Valente, Global Head of Data, RealFoundations
8:45 a.m.	Trends in reporting and transparency in REOC partnership investments Focus is not on theory; rather it’s on practical and actionable insights that can be applied now. What are the current challenges with data management using iREOC capital model as a starting point for discussions? Review key investor needs and wants to better understand why they are important to help you find new solutions. Making data meaningful: What are the hidden costs of bad data for investors, managers and operators? Why more data isn’t always the solution What approaches are investors, managers and operators using to find reporting solutions together today? Moderator: Nick Russell, Head of Investor Account Management, Juniper Square Panelists: Heather Border, Co-Founder & Managing Partner, Alliance Global Advisors Brandon Taubman, Chief Information Officer, Stablewood Properties Jim Valente, Global Head of Data, RealFoundations
9:30 a.m.	Tying It All Together: The Way Forward How has COVID changed REOC Investing? What risks are being understated and/or misunderstood today? What new opportunities do these risks create? How might real estate & REOC world be different in the next 10 years? Moderator: Gila Cohen, Chief Investment Strategy Officer, MUFG Panelists: J. Coe Juracek, Managing Director, Crow Holdings Capital Partners, L.L.C Ben Maslan, CFA, Managing Director RCLCO Fund Advisors Will McIntosh, Global Head of Real Estate, USAA Real Estate, Inc.
10:15 a.m.	Break
10:45 a.m.	Tying it All Together: The Way Forward – Roundtable Discussion & Group Leader Reports Each table will have a group leader who will facilitate an interactive dialogue that focuses on the issues raised by the panelists. Discussion will share actionable insights related to how REOC marketplace is evolving and how best to capitalize on emerging trends. After roundtable discussions, we will have group leader reports. During this part of the program, group leaders will share the table’s insights in an open-forum discussion with all attendees. Moderator: David “Mac” McWhorter, Executive Director, iREOC, Institutional Real Estate, Inc. Chase McWhorter, Managing Director, Americas, Institutional Real Estate, Inc.
11:45 a.m.	Program advisory board wrap-up Several advisory board members will identify key insights and questions you should keep in mind from our event to help put everything in perspective.Moderator:David “Mac” McWhorter, Executive Director, iREOC, Institutional Real Estate, Inc.Panelists:Gila Cohen, Chief Investment Strategy Officer, MUFG Michael Frazzetta, Managing Principal, Chief Financial Officer and Head of Investor Relations, TGM Associates, LP Larissa Herczeg, Managing Partner, Oak Street Real Estate Capital J. Coe Juracek, Managing Director Crow Holdings Capital Partners, L.L.C David Rose, EVP, Head of Institutional Capital, CA Ventures
12:00 p.m.	Closing Remarks David “Mac” McWhorter, Executive Director, iREOC, Institutional Real Estate, Inc. Geoffrey Dohrmann, CRE, Executive Chairman and CEO, Institutional Real Estate, Inc. Jim Valente, Global Head of Data, RealFoundations
12:15 p.m.	Grab & go box lunch

Board/Speakers

Co-Chairs

David “Mac” McWhorter, Executive Director, iREOC, Institutional Real Estate, Inc.
Geoffrey Dohrmann, CRE, Executive Chairman & CEO, Institutional Real Estate, Inc.
Jim Valente, Global Head of Data, Real Foundations

Program Advisory Board Members

Gila Cohen, Chief Investment Strategy Officer, MUFG
Michael Frazzetta, Managing Principal, Chief Financial Officer and Head of Investor Relations, TGM Associates, LP
Larissa Herczeg, Managing Partner, Oak Street Real Estate Capital
J. Coe Juracek, Managing Director Crow Holdings Capital Partners, L.L.C
Wendy Pryce, Managing Director, Real Estate Specialist, Nuveen Real Estate
David Rose, EVP, Head of Institutional Capital, CA Ventures

Hotel & Venue

Fairmont Grand Del Mar

5300 Grand Del Mar Court

San Diego, CA

5300 Grand Del Mar Court

Get Directions

Platinum

Juniper Square

MultiGreen Properties

Gold

Bixby Land Company

Bridge Industrial

Hart Realty Advisers

Silver

Crow Holdings

Grosvenor Americas

ShopOne Centers REIT, Inc.

Attendees

The iREOC Annual Membership Meeting is a “members only” event. These are the current member organizations eligible to attend the meeting. To learn about more about membership and benefits view our membership brochure.