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2022 Visions, Insights & Perspectives (VIP) Americas

January 24 - 26, 2022 | Park Hyatt Aviara | Carlsbad, CA

VIP Americas is our flagship event that is anticipated by the industry's top investment managers, investors and consultants. It is "THE" place to meet the right people.

VIP delivers a quality agenda that is marketing-free. It upholds a strict ratio of 3 managers to every 1 investor. This ensures that attendees are able to really engage and get to know one another. Our audience is also capped so that the event is kept at a size that fosters relationship building. During the event there are several opportunities to socialize with attendees. Whether you are discussing critical industry issues as a part of a roundtable breakout session or at an off-site recreational activity, VIP gives you an excellent networking platform to establish new relationships and strengthen existing.

Registration is open to qualified investors and subscribers to our Institutional Real Estate Americas publication. To find out more details about registration and our publication, please contact our Events Department at events@irei.com or +1 925-244-0500.

Registration Information:
Due to the strict ratio of investment managers to investors, VIP Americas does fill up fast. Once our ratio is met, managers are placed on a wait list.

To attend, you or your firm needs to be a current subscriber to Institutional Real Estate Americas at the time of the event.

If you would like to become a subscriber or find out if you are eligible to register, please contact Lucero Jaramillo at events@irei.com.

The Qualified Institutional Investor registration category is reserved for individuals employed by a public, corporate or union pension fund organization, a foundation or endowment, or an insurance company with responsibility for real estate investment strategy or decision-making. A government official is defined as a federal, state, local or city-level government employee focused on the policy making, 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.

3:1 Ratio Policy
IREI upholds a strict ratio of three (3) managers to every one (1) investor.
Fund of Funds who send their portfolio managers are counted as investors; Fund of Funds who send their marketing people are counted as investment managers. For convenience, the attendee directory will reflect each attendee’s demographic breakdown with investor, investment manager or other (consultants, service providers, etc.).

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.

Cancellation Policy
All refund requests must be made in writing to Institutional Real Estate, Inc. (IREI), directed via e-mail to IREI at events@irei.com or faxed to +1 925-244-0520. Cancellations received on/before December 1, 2021 are eligible for a full refund, less a $350 processing fee. Cancellations received between December 2, 2021 and December 31, 2021 are eligible for a 50% refund. Cancellations received after December 31, 2021 are not eligible for a refund. IREI does not offer credit to future events for the unrefunded portion of the registration fee unless you are a current sponsor of an IREI publication. If IREI decides to cancel this conference, IREI does not accept responsibility for airfare, hotel or other costs incurred by registrants. If you selected an activity, the cost is included in your registration fee. Therefore, no additional cancellation fees are incurred for the activity when canceling registration.

  • Agenda
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2022 VIP Americas Agenda – Subject to change

January 24–26, 2022 at Park Hyatt Aviara, Carlsbad, California  

 

Monday, January 24, 2022

Pre-event

4:30 p.m.  Registration Opens

5:00 p.m.  Investor and Manager Roundtable Mixer

6:00 p.m.  Adjourn

 

Tuesday, January 25, 2022

Day One

6:30 a.m.  Registration Re-opens 

7:00 a.m.  Networking Breakfast

8:15 a.m.  Welcome and Opening Remarks

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

Chase McWhorter, Managing Director, Americas, Institutional Real Estate, Inc.

Loretta Clodfelter, Senior Editor, Institutional Real Estate Americas, Institutional Real Estate, Inc.

8:45 a.m.  A Global Perspective: The World as Our Readers See It

Geoffrey Dohrmann, President & CEO of Institutional Real Estate, Inc., will share key themes and insights from our global editorial board meetings. He will then moderate a brief Q&A session with two thought leaders for comments about global trends.

9:30 a.m.   Keynote: TBA

10:00 a.m. Keynote Interview

10:15 a.m.  Networking Break

10:45 a.m.  Keynote: Roundtable Discussions

Each table will have a group leader as a facilitator and will have the option of picking one of several keynote topics and related questions for discussion.

11:15 a.m.   Keynote Group Leader Reports

Group leaders will share a brief summary of their group’s insights in an open-forum discussion with conference chairs and keynote speaker.

11:45 p.m.  TBA

12:30 p.m. Lunch

1:30 p.m.  Redefining Global Capital Flow Trends  

IREI FundTracker presentation will provide a capital-flows macro overview covering equity and debt real estate funds, for a lively panel discussion on, What are the key emerging fundamental trends, and which ones might be fading? Gain new insights into which strategies and sectors are positioned to excel in the future.

2:15 p.m.  Outlook for U.S. Real Estate, Inflation & Interest Rates

Setting the stage for discussion. Opening overview: Researched-based presentation putting inflation into context by examining expected and unexpected inflation and how its effects on equity and fixed income at the structured deal and portfolio levels differ. The academic consensus is that multi-tenanted real estate is a poor inflation hedge, at least in the short and intermediate terms. We will examine how and why that’s the case. Plus, we will examine the impact of inflation on real estate debt, leveraged equity (with promotes, LP and GP positions), and portfolios. The impact on portfolios may not resemble the additive impact of inflation across constituent deals.

Panel discussion on:

  • Where are inflation and interest rates likely to go, and why?
  • It has been estimated there is $200 billion of dry power on the sidelines. How do you deploy capital today? What strategies, sectors and markets offer the best opportunities, moving forward?

Moderator: Dr. Randall Zisler, Chief Investment Strategist, Research Director, iREOC, a division of Institutional Real Estate, Inc.

3:00 p.m.  Networking Break

3:30 p.m.  Valuations & Margin of Safety: How High Is Too High?

  • Are today’s valuation levels sustainable? A look at the four main property sectors
  • How do current valuations stack up against other periods?
  • How does real estate fit into a multi-asset class portfolio and how does a multi-asset class CIO see real estate now and in the future?

4:15 p.m.    Rethinking Physical Plant in COVID-19 & Post-COVID World

  • How is the response to COVID-19 reshaping demand, design and space usage across property types?
  • What are the key challenges and solutions in each sector?
  • We will examine these issues from the perspective of repositioning existing buildings.
  • How are these pandemic-related changes going to affect the bottom line in terms of valuations and future returns?

5:00 p.m.  Wrap-up Summary

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

Chase McWhorter, Managing Director, Americas, Institutional Real Estate, Inc.

Loretta Clodfelter, Senior Editor, Institutional Real Estate Americas, Institutional Real Estate, Inc.

5:15 p.m.  Adjourn  

5:30 p.m.  Welcome Networking Gathering

7:30 p.m.  Adjourn

 

Wednesday, January 26, 2022

Day Two

7:00 a.m.  Registration Re-opens

7:00 a.m.  Networking Breakfast

8:00 a.m.  Gateway Cities vs. Non-Gateway Cites: A Mispriced Risk?

8:45 a.m.   Future of Niche Strategies: SFR, Data Centers, Cold Storage

      • How are these niche strategies similar and different?
      • Today & Tomorrow: A look at market size, scale, and current and future return ranges
      • A look back, to look forward: Evolution of multifamily from niche to core property type

9:30 a.m.   Keynote Speaker: TBA

10:00 a.m. Keynote Roundtable Group Discussion Session

Each table will have a group leader as a facilitator and will have the option of picking one of several keynote topics and related questions for discussion.

10:30 a.m.  Break

11:00 a.m.  Roundtable Group Leader Reports

Group leaders will share a brief summary of their group’s insights in an open-forum discussion with conference chairs and keynote speaker.

11:45 a.m.  Investor Advisory Board Wrap-Up

Advisory board members will share what key insights and questions you should keep in mind from this event to help put everything into perspective.

 

12:15 p.m.  Wrap-Up Remarks

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

Chase McWhorter, Managing Director, Americas, Institutional Real Estate, Inc.

Loretta Clodfelter, Senior Editor, Institutional Real Estate Americas, Institutional Real Estate, Inc.

12:30 p.m.“Grab ’n Go” Box Lunch and Afternoon Group Activities

12:30 p.m. Networking Activities

6:30 p.m.  Festive Farewell Networking Reception & Dinner

8:30 p.m.  See you in 2023!  

 

  • Board/Speakers
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Co-Chairs

Geoffrey Dohrmann, President & CEO, Institutional Real Estate, Inc.
Loretta Clodfelter, Senior Editor, Institutional Real Estate Americas, Institutional Real Estate, Inc.
Chase McWhorter, Managing Director, Americas, Institutional Real Estate, Inc.

Advisory Board Members

Michael Browning,  Investment Officer, School Employees Retirement System of Ohio
Julie Donegan, Portfolio Manager, California Teachers’ Retirement System
Jeff Giller, Partner, Head of StepStone Real Estate, StepStone Group
Troy March, Director of Real Estate, The North Carolina Department of the State Treasurer

  • Hotel & Venue
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Park Hyatt Aviara

7100 Aviara Resort Drive

Carlsbad, CA

7100 Aviara Resort Drive Carlsbad, California, USA, 92011

Get Directions
  • Contact
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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

Speaking Opportunities
John Hunt

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

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