2025 iREOC Annual Membership Meeting

November 19 - 21, 2025 | Hyatt Regency Lost Pines Resort & Spa | Cedar Creek, TX (Located just 20 minutes from Austin-Bergstrom International Airport)

Event
Agenda
Board/
Speakers
Hotel/
Venue
Sponsors
Attendees
Contact

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 IREI'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.

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 &
other Industry Service Providers: $4,895 (first attendee), $3,495 (2^nd 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

Sally Stocks, Senior Portfolio Manager, California State Teachers’ Retirement System

“The iREOC meeting is a great event, packed with so much content and expert speakers with candid discussions. For anyone investing with REOC partners, I would sincerely recommend the iREOC annual meeting.”

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.”

Agenda

*Preliminary agenda. Subject to change.

Wednesday, November 19, 2025
9:00am	Golf (Optional) 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. Moderator(s): Sally Stocks Senior Portfolio Manager, California State Teachers’ Retirement System Speaker(s) and Panelist(s): Maggie Coleman Chief Investment Officer, Real Estate Equity, North America, Global Co-Head Portfolio Management, Manulife Investment Management John Ritter Managing Director of Real Assets, Texas Municipal Retirement System (TMRS)
6:30pm	Networking Reception Heavy hors d’oeuvres/small plates
7:30pm	Adjourn
Thursday, November 20, 2025
7:00am	Networking Breakfast
8:30am	Welcome & 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	A Look at the Major Growing Source of Capital to REOC Partnerships & Allocators for the Future Why will the private wealth & family office RIA channel become a major growing capital source for REOCs & allocators? How is this part of the market evolving? Will this trend impact institutional investors in the future? What do REOCs & allocators need to understand to best tap into this source? Moderator(s): Brandon Sedloff Chief Real Estate Officer, Juniper Square Speaker(s) and Panelist(s): Brian Cho President, Peachtree PC Investors, Senior Vice President, Investor Relations and Operations, Peachtree Group Mark Neely Director of Alternative Investments, Senior Advisor, GenTrust Mark Shoberg Partner & CIO, Capital Creek Partners
9:45am	Exploring REOC Offerings for Single-Asset JV investments vs. Separately Managed JV Programs Moderator(s): Robin Zeigler Founder & CEO, Mural Real Estate Partners Speaker(s) and Panelist(s): Tricia Noble Managing Director and Co-Founder, Ascentris Kyle W. Turner Partner, Chief Investment Officer, Equus Capital Partners, Ltd.
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? Moderator(s): Mo Saraiya Deputy CIO & Head of Platform Investments, Madison International Realty Speaker(s) and Panelist(s): Jeff Felder Managing Director, Head of Real Asset Investments, ICONIQ Capital Brian Malliet CEO & CIO, bkm Capital Partners Michael Simanovsky Managing Partner, Conversant Capital
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. Moderator(s): Sam Fancher Senior Vice President, GIC Speaker(s) and Panelist(s): Nancy Lashine Founder & CEO, Park Madison Partners Nancy M. Olson Partner, Real Estate, Skadden, Arps, Slate, Meagher & Floom, LLP Robin Potts Partner, Chief Investment Officer, Canyon Partners Real Estate LLC
2:45pm	Roundtable Discussions & Group Leader Reports: Best Practices in Building a Partnership Investment Offering Roundtables pick one of three discussion topics with three related discussion questions, followed by open forum table reports.
3:30pm	Break
4:00pm	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? Moderator(s): Alex Abrams Partner, Stepstone Speaker(s) and Panelist(s): Aasif M. Bade Founder & CEO, Ambrose Peter Braffman Managing Director, GCM Grosvenor Peter Crews Director, Real Assets , Willett Advisors LLC
4:45pm	Advisory Board Wrap-up Summary & Closing Remarks Moderator(s): David “Mac” McWhorter Managing Director, iREOC and Capital Markets Consulting, Institutional Real Estate, Inc. Speaker(s) and Panelist(s): 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
5:15pm	Adjourn
6:00pm	Cocktail Reception
7:00pm	Gala Dinner
8:30pm	Adjourn
Friday, November 21, 2025
7:30am	Grab-N-Go breakfast Grab a quick bite before heading off to the airport!