Events

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2022 iREOC Annual Membership Meeting

November 14 - 16, 2022 | Omni Barton Creek | Austin, TX


The 2022 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.

iREOC is an exclusive membership organization.  Membership Categories can be found here: https://irei.com/ireoc/our-members/

Registration:

Investment Managers, Real Estate Operating Companies and other Industry Service Providers: $4,895 (first attendee), $2,895 (2nd attendee from the same firm)

Qualified Investors: Complimentary

To learn more about iREOC, please view our membership invitation deck. https://irei.com/ireocmembershipbrochure

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 or Chase McWhorter at c.mcwhorter@irei.com or +1 949-903-2128.

iREOC Testimonials

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

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"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

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“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

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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

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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

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

  • Agenda
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2022 theme: Implications of inflation and rising interest rates for REOC partnerships

*Agenda subject to change

Monday, November 14, 2022
9:00 am Golf tournament

(optional for early arrivers)

4:30 pm Orientation and new-member welcome

(optional)

5:00 pm Member introductions
5:45 pm Investor Fireside chat and happy hour
7:00 pm Heavy hors d’oeuvres and adjourn
Tuesday, November 15, 2022
8:00 am Networking breakfast
9:00 am Welcome and overview
9:15 am Macroeconomic trends: Reshaping REOC partnership opportunities and risks
  • What are the current and future drivers of growth, inflation, interest rates?
  • How might denominator effect impact real estate and REOC partnerships in the future?
  • How are global macro trends in energy, materials, labor and supply-chain challenges affecting demand, valuations and liquidity?
10:00 am Roundtable discussion: Macroeconomic trends, opportunities and risks for REOC partnerships
10:45 am Break
11:15 am State and future of REOC partnerships in face of economic headwinds (partnership formation side)
  • What are the unique challenges REOC partners (investors, managers, operators) face, in terms of slowing economy, rising rates and inflation?
  • How are changes in leverage and liquidity in both equity and debt affecting operators, and how are they navigating these and other related issues?
  • What new opportunities is this environment creating, and what are the new risks?
  • How can all REOC partners (investors, managers, operators) better support each other to help drive better returns, moving forward?
  • What are the trends in longer-term hold investment structures and terms for REOC partnerships (i.e., entity-level investments and REOC-sponsored open-end funds)?
Noon Lunch
1:00 pm Expanding capital sources: REOC capital partner flow trends
  • Where is capital going now and in the future?
  • What do you need to know to help expand your capital-source base?
  • How are economic head winds — rising inflation, rising interest rates and slowing growth — affecting capital allocations to operators, in terms of strategies, terms, structures and timing?
  • How are investors’ needs and demands shifting over the short and intermediate term?
1:45 pm Roundtable discussions: Capital partner sources
2:30 pm Adjourn
4:30 pm Offsite: Dinner TBA
Wednesday, November 16, 2022
8:00 am Trends in real estate finance for REOC partners (working breakfast)
  • How are financing terms changing for investors, managers and operators?
  • What is similar and what’s different from current crisis vs. past challenges?
  • How might financing trends impact liquidity, valuations and returns moving forward in different sectors?
  • What lessons can we apply from the past, and what new strategies might be needed to manage current challenges?
8:45 am State and future of REOC partnerships in face of economic headwinds (partnership-management side)
  • How to better understand each partner’s (investors, managers, operators) unique goals and objectives in context of economic headwinds
  • Where does communication and transparency typically break down in a REOC partnership? Why?
  • What are some strategies and approaches to help avoid, reduce or eliminate communication and transparency breakdowns?
9:30 am Program advisory board wrap-up and closing remarks
10:15 am Adjourn
  • Board/Speakers
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Co-Chairs:

Geoffrey Dohrmann, CRE
Executive Chairman & CEO
Institutional Real Estate, Inc.

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

Jim Valente
Global Head of Data
Real Foundations


2022 iREOC Annual Membership Meeting Program Advisory Board:
Investors:

Thomas Shin
Senior Vice President
GIC Real Estate

Jennifer Wenzel
Director
Teacher Retirement System of Texas


Investment Managers:

John Kropke
Managing Director
Principal Real Estate Investors

Scott Stuckman
Executive Managing Director
USAA Real Estate


Real Estate Operating Companies:

Sam Latone
President & CEO
TSCG Investors

Trey Stafford
Senior Vice President
Fairfield Residential

  • Hotel & Venue
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Omni Barton Creek

8212 Barton Club Drive

Austin, TX

Omni Barton Creek, 2812 Barton Club Drive, Austin, Texas, 78735

Get Directions
  • Attendees
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You can view our current membership directory to see which companies are invited to attend this event.

  • Health and Safety
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SAFETY GUIDELINES:
By registering for this event, you agree fully to adhere to the applicable CDC and local county guidelines (for which the event is being held) while attending.

You are required to take any COVID test (at-home is acceptable) within 48-hours prior to IREOC. Please send your negative results to events@irei.com any time prior to your arrival.

If your negative results have not been received prior to your arrival at the IREOC you will be asked to test onsite. If needed, IREI will provide you with a complimentary COVID self-test.

Please note that if your spouse/significant other is joining you at IREOC, they will also be required to send proof of a negative COVID test.

Anyone who tests positive onsite, or displays COVID like symptoms will not able to attend IREOC.

  • Contact
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Registration
Jody Barhanovich
Event Coordinator/Registrar
j.barhanovich@irei.com or +1 925-244-0500 ext. 190

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

Speaking Opportunities
John Hunt

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

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