Events

2023 iREOC Annual Membership Meeting

November 27 - 29, 2023 | Omni Barton Creek | Austin, Texas


The 2023 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 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 or Chase McWhorter at c.mcwhorter@irei.com or +1 949-903-2128.

iREOC Testimonials

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

A person in a suit smiling Description automatically generated with medium confidence

"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

A close-up of a person smiling Description automatically generated

“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, Head of Global Investments, Affinius Capital

A person in a suit Description automatically generated with low confidence

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

A person smiling for the camera Description automatically generated with medium confidence

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

A person smiling for the camera Description automatically generated with medium confidence

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

  • Agenda
  •  

*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

  • Board/Speakers
  •  

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

  • Hotel & Venue
  •  

Omni Barton Creek

8212 Barton Club Drive

Austin, Texas

  • Attendees
  •  

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

  • Contact
  •  

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

Forgot your username or password?