The 2025 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 delivers a quality agenda that is marketing-free. IREI does not permit any side meetings, at any time during our scheduled program. Additionally, the attendee list shall not be utilized for marketing purposes, of any type, nor should it be used for distribution. These are both a violation of IRE's events policy and we reserve the right to rescind any future attendance. We trust you understand that these (and our related event policies) have always been designed to ensure we can create the kind of unique, special experience for all attendees we’ve always been known for.
Investment Managers, Real Estate Operating Companies &
other Industry Service Providers: $4,895 (first attendee), $3,495 (2nd attendee from the same firm)
Qualified Investors: Complimentary
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.
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.”
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.”
Scott Stuckman, Head of Global Investments, Affinius Capital
“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.”
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.”
*Preliminary agenda. Subject to change.
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Wednesday, November 19, 2025 |
| 9:00am |
Pre-Meeting Optional Networking Activities
Golf at the Lone Pines Golf Club
|
| 3:00pm |
Registration opens
|
| 4:00pm |
Welcome (brief IREI/iREOC overview and define the REOC partnership marketplace using Investor Capital Flows graphic) & Member Introductions
Moderator(s):
David “Mac” McWhorter
Managing Director, iREOC and Capital Markets Consulting, Institutional Real Estate, Inc.
Geoffrey Dohrmann
Chairman and CEO, Institutional Real Estate, Inc.
|
| 5:30pm |
Setting the Stage: Investor/Capital Partner Fireside Chat
- Interactive panel discussion and forum with audience designed to provide you with a better understanding of panel members’ total assets and the role real estate investments play in their overall asset allocation.
- Hear how REOC partnership investments fit into the real estate allocations of these investors and capital partners
- Discover the REOC partnership strategies and vehicles these investors and capital partners prefer, and why.
|
| 6:30pm |
Networking Reception
Heavy hors d’oeuvres /small plates
|
| 7:30pm |
Adjourn
|
|
Thursday, November 20, 2025 |
| 7:00am |
Networking Breakfast
|
| 8:30am |
Welcome & Program Overview
Speaker(s) and Panelist(s):
David “Mac” McWhorter
Managing Director, iREOC and Capital Markets Consulting, Institutional Real Estate, Inc.
Geoffrey Dohrmann
Chairman and CEO, Institutional Real Estate, Inc.
|
| 9:00am |
Exploring REOC offerings for Single-Asset JV investments vs Separately Managed JV Programs
- How has sourcing capital partners for Single-Asset JV opportunities evolved for REOCs?
- Why do capital partners form Separately Managed JV Programs with REOC partners?
- What are the differences in forming and managing customized Separately Managed JV programs for capital partners compared to traditional Single-Asset JV investments?
- What are the benefits and challenges today for REOCs offering to seed a new Separately Managed JV Program with recapitalization assets?
|
| 9:45am |
Taking the Leap: Offering and managing REOC-Sponsored Funds
- What are the challenges and opportunities for REOCs moving into the funds management business?
- What segments of the investor universe seek REOC-sponsored fund offerings?
- How does managing discretionary investment funds impact a REOC’s business strategy and model?
|
| 10:30am |
Break
|
| 11:00am |
Trends in REOC Entity-Level / OpCo-PropCo offerings
- What are the different structures REOCs are offering, and investors are seeking?
- What has driven investor demand for these types of offerings?
- What is motivating REOCs to offer these structures?
- How do Co-GP offerings fit?
|
| 11:45am |
Roundtable Discussions & Group Leader Reports: Evaluating the pros and cons of the types of REOC partnership investment offerings discussed in the morning sessions
Roundtables pick one of three discussion topics with three related discussion questions, which is followed by open forum table reports.
|
| 12:30pm |
Lunch
|
| 2:00pm |
Best practices in structures and terms for the different types of REOC partnership investment offerings
- A review of general partnership framework for each main REOC structure types from Single-Asset JV investments to entity level investing to set the stage for discussion.
- How do you create governance terms that create alignment, accountability & transparency for all stake holders?
- Highlight examples of poor past terms and ones that are working well today
- Review what aspects investors are particularly looking for today from REOC partnership investment offerings.
|
| 2:45pm |
Roundtable Discussions & Group Leader Reports: Best practices in building a partnership investment offerings
Roundtables pick one of three discussion topics with three related discussion questions, which is followed by open forum table reports
.
|
| 3:30pm |
Break
|
| 4:00pm |
Capital Flow Trends of Institutional vs Private Wealth Investors into the REOC partnership investment market
- How are these two primary capital sources for REOC partnership investment offerings changing and evolving?
- What are the strengths and differences between institutional and private wealth investors as a capital source for a REOC partnership offering?
- How might increasing allocations to real estate from private wealth investors impact the REOC partnership investment market which has historically been driven by institutional investor capital?
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| 4:45pm |
Advisory Board Wrap-up Summary & Closing Remarks
|
| 5:15pm |
Adjourn
|
| 6:00pm |
Cocktail Reception
|
| 7:00pm |
Gala Dinner
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| 8:30pm |
Adjourn
|
|
Friday, November 21, 2025 |
| 7:30am |
Grab-N-Go breakfast
Grab a quick bite before heading off to the airport!
|
Co-Chairs:
David “Mac” McWhorter
Managing Director, iREOC & Capital Markets Consulting
Institutional Real Estate, Inc.
Geoffrey Dohrmann
Chairman and CEO
Institutional Real Estate, Inc.
Advisory Board:
Alex Abrams
Partner
StepStone
Sam Fancher
Senior Vice President
GIC
Mo Saraiya
Deputy CIO & Head of Platform Investments
Madison International Realty
Sally Stocks
Senior Portfolio Manager
California State Teachers’ Retirement System
Robin Zeigler
Founder & CEO
Mural Real Estate Partners
Hyatt Regency Lost Pines Resort & Spa
575 Hyatt Lost Pines Rd.
Cedar Creek, TX (Located just 20 minutes from Austin-Bergstrom International Airport)
You can view our current membership directory to see which companies are invited to attend this event.
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
