2023 iREOC Annual Membership Meeting

*Subject to change

Our sixth annual iREOC Annual Membership Meeting will focus on providing practical and actionable insights for the REOC partnership investment community. Our event is designed to bring together investors, investment managers and operators to create more efficient and profitable partnerships. At this year’s event, we will be examining capital flows and debt challenges everyone is facing, along with discussions about operational and cost challenges in today’s economy. This event is not a recap of the past or present; rather, our focus will be on providing take-home solutions to improve and strengthen your partnerships for stronger returns for the future.

Monday, November 27, 2023
3:00 pm	Registration and check-in
4:00 pm	All members: Welcome and introductions Our welcoming forum is designed to provide everyone with an opportunity to put a name to face and find out key information to build and strengthen relationships during our event and throughout the year. Moderator(s): David “Mac” McWhorter Managing Director, Institute for Real Estate Operating Companies (iREOC), a division of Institutional Real Estate, Inc. Geoffrey Dohrmann Chairman & CEO, Institutional Real Estate, Inc. David Stanford Founder, Enterprise Management Consultant, RealFoundations
5:30 pm	Fireside chat with investors and capital partners Interactive panel discussion and forum with audience designed to provide you with a better understanding of panel members’ overall program and how real estate fits into it. Hear what strategies and vehicles these investors and capital providers prefer, and why. Discover how and why they invest in REOC partnerships and what investment models they prefer. Moderator(s): Allison Yager Global Head of Real Estate, Mercer Speaker(s) and Panelist(s): Chad C. Burkhardt Managing Director, Private Real Estate, CenterSquare Investment Management Sam Peck Managing Director, Crow Holdings Capital Craig Rochette Director, Real Estate Investments, Teacher Retirement System of Texas Matthew Saverin Director, Real Assets & External Partnerships, UTIMCO
6:30 pm	Networking cocktail reception with heavy hors d’oeuvres
9:00 pm	Adjourn
Tuesday, November 28, 2023
7:00 am	Networking breakfast
8:30 am	Welcome and overview Moderator(s): David “Mac” McWhorter Managing Director, Institute for Real Estate Operating Companies (iREOC), a division of Institutional Real Estate, Inc. Geoffrey Dohrmann Chairman & CEO, Institutional Real Estate, Inc. David Stanford Founder, Enterprise Management Consultant, RealFoundations
9:00 am	REOC partnership structures and challenges: Trends in the four main REOC partnerships Opening review: Investor capital flows to REOC partnerships’ investment market Examine the unique, similar and different challenges among various REOC models: specified deal, programmatic JVs, REOC funds and entity ownership? How do these different structures affect key terms in each model? What are the biggest concerns partnerships face now? How are different iREOC members thinking about the future, and what approach are they taking to move forward, and why? Moderator(s): Joyce Chow Principal, GI Partners Speaker(s) and Panelist(s): Amy Curry Partner, Chief Strategy Officer, Dermody Properties Gerald A. Ronon Managing Partner, Lubert-Adler Partners, L.P. Jennifer Wenzel Director, Teacher Retirement System of Texas
9:45 am	REOC partnership structures and challenges: Roundtable discussions and group leader reports Moderator(s): Geoffrey Dohrmann Chairman & CEO, Institutional Real Estate, Inc David Stanford Founder, Enterprise Management Consultant, RealFoundations
10:45	Break
11:15 am	Fireside Chat Keynote: State and future of banking and debt markets From the front lines: Looking at credit markets, how bad is the economy, and where is it headed? What is the current and future state of U.S. banking? What is the outlook for future terms and structures of various financing sources, moving forward? Lessons learned: Managing real estate financing and debt in a downturn Moderator(s): John Roche CEO, ShopOne Speaker(s) and Panelist(s): Christopher R. Ludeman Global President, Capital Markets, CBRE, Inc.
12:00 pm	Lunch
1:00 pm	Global capital flow trends into U.S. real estate and REOC partnerships IREI Investor Survey overview and IREI.Q global capital flows data will set the stage for a panel discussion covering: What are the fundamental drivers of different sources of capital from different regions? Examine allocation trends to different strategies and sectors Find out how capital-flow trends compare with survey results. How are these trends evolving, moving forward? Moderator(s): Geoffrey Dohrmann Chairman & CEO, Institutional Real Estate, Inc Speaker(s) and Panelist(s): Elizabeth Bell Principal, Real Assets, Hamilton Lane Susan Swanezy Partner, Hodes Weill & Associates
2:00 pm	Break
2:30 pm	Getting to the finish line: Emerging managers/partners programs Strategies and insights to help you find the right new capital and operator partner. Finding the right capital and operating partner: How to create a win/win situation for all parties during vetting process? What are some of the challenges and Catch-22 situations with developing a new emerging manager partnership? Discover different ways to overcome common challenges to create more new partnerships Moderator(s): Peter Braffman Managing Director, GCM Grosvenor Speaker(s) and Panelist(s): Bakari A. Adams Managing Director and Head of Starwood Impact Investors, Starwood Capital Group Vernon Chin Senior Managing Director, Lincoln Property Company Jan van Bakel Senior Investment Manager, Americas, CBRE Investment Management, Indirect Private Real Estate
3:15 pm	Roundtable discussion and group leader reports: Creating new REOC partnerships via emerging manager programs
4:15 pm	Advisory Board wrap-up summary Moderator(s): David “Mac” McWhorter Managing Director, Institute for Real Estate Operating Companies (iREOC), a division of Institutional Real Estate, Inc David Stanford Founder, Enterprise Management Consultant, RealFoundations Speaker(s) and Panelist(s): John Roche CEO, ShopOne Matt Saverin Director, Real Return UTIMCO Brandon Sedloff Managing Director, Juniper Square Allison Yager Global Head of Real Estate, Mercer
4:45 pm	Break until cocktail reception
5:30 pm	Cocktail reception
6:30 pm	Dinner and entertainment
9:00 pm	Adjourn
Wednesday, November 29, 2023
7:30 am	Networking breakfast
8:30 am	Evolution of Austin We will review the macroeconomic market forces — as well as the local planning and development decisions — that are driving the evolution of the City of Austin into a global city of the future. What helped Austin become the go-to city it is today. Moderator(s): David Stanford Founder, Enterprise Management Consultant, RealFoundations Speaker(s) and Panelist(s): Gary S. Farmer President, Heritage Title Company and Chairman of the Greater Austin Economic Development Corporation
9:30 am	Closing Remarks/Grab and go snacks
10:00 am	Optional golf *pre-registration required

Co-Chairs:

David “Mac” McWhorter
Managing Director
Institute for Real Estate Operating Companies (iREOC), a division of Institutional Real Estate, Inc

Geoffrey Dohrmann
Chairman & CEO
Institutional Real Estate, Inc

David Stanford
Founder, Enterprise Management Consultant
RealFoundations

Advisory Board:

Chad C. Burkhardt
Managing Director, Private Real Estate
CenterSquare Investment Management

John Roche
CEO
ShopOne

Gerald A. Ronon
Managing Partner
Lubert-Adler Partners, L.P.

Matt Saverin
Director Real Return
UTIMCO

Brandon Sedloff
Managing Director
Juniper Square

Allison Yager
Global Head of Real Estate
Mercer

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Omni Barton Creek

8212 Barton Club Drive

Austin, Texas

Platinum

Juniper Square

RealFoundations

TSB Capital Advisors

Gold

Bixby Land Company

Silver

Grosvenor

ShopOne Centers REIT

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