The 2026 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.
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.
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.”
Chad Burkhardt, Managing Director, CenterSquare Investment Management
"For me, the iREOC annual meeting checks all of the key boxes: an intimate setting for LPs and GPs to actually talk and exchange ideas, a safe environment to have open conversations without the pressure of fulfilling any agenda, and panel discussions on topics that are organically sourced from the audience. I look forward to the event every year."
Brian Malliet, Chief Executive & Chief Investment Officer, BKM Capital Partners
"I’ve been attending the iREOC Annual Membership Meeting for the past six years, and it’s been a fantastic experience! If you’re aiming to build your “Real Estate Operating Company platform” into generational wealth through enterprise value, show up and be real. By engaging in honest conversations, connecting with others, sharing insights, and referring people, I’ve truly created enterprise value. This event will provide you with the knowledge and guidance you need to achieve exponential growth through these dynamic times in the world of Institutional Capital for real estate GPs, whether you’re an operator, allocator, fund investor, or syndicator."
Elizabeth Bell, Managing Director & Co-Head of Real Estate, Hamilton Lane
"The iREOC Annual Membership Meeting has become one of the very few places where investors, managers and operating partners can have truly candid conversations about REOC partnerships, capital flows and on-the-ground operating opportunities and challenges in a focused, members-only setting. I value how thoughtfully curated the agenda is and how it consistently brings together decision makers who are actively deploying and operating capital. Each year I come away with practical ideas that we can implement with our REOC partners and a stronger network of peers who are seeing interesting opportunities and facing similar challenges. For any institutional investor or operator serious about establishing or growing REOC partnerships, this is a meeting well worth prioritizing."
Nick Ryan, Executive Chairman & Partner, Marquette Companies
“ I find the iREOC meeting to be a very valuable and well spent time with a wide variety of Investors and Operators openly sharing their experiences without a marketing bent. It is a very unique and enjoyable event.”
**Draft agenda: subject to change
|
Tuesday, November 17, 2026 |
| 3:00pm |
Registration Opens
|
| 4:00pm |
Welcome and Member Introductions
|
| 5:30pm |
Fireside Chat — REOC Partnership Market: How the Model Has Evolved and Where It’s Going
A macro review of the evolution of the REOC partnership market, setting the stage for the event and thesessions that follow by examining the past and present and framing the discussion around what comes next.
|
| 6:30pm |
Networking Reception
|
| 7:30pm |
Welcome Dinner
|
|
Wednesday, November 18, 2026 |
| 7:30am |
Networking Breakfast
|
| 8:30am |
Welcome and Overview
|
| 9:00am |
Sources and Uses of Capital: What Investors Are Looking for in REOC Partnerships
- How is capital being deployed in REOC partnerships? What types of investors are targeting these opportunities, and what role do REOC partnerships play in their portfolios?
- Why invest in a single-asset JV versus a separately managed programmatic JV?
- Why invest in a REOC-sponsored fund versus an allocator fund?
- Why invest in platform and GP-stakes structures?
|
| 9:45am |
Sources of Capital for REOCs: What Are the Available Pathways? (REOC-focused: evaluating different capital options and best practices for accessing them)
- Defining REOC capital pathways based on company size, type, structure and resource level
- Exploring the role of oversight managers (allocator, manager or consultant) acting on behalf of investors and how best to partner with them
|
| 10:30am |
Break
|
| 11:00am |
Structure, Control and Governance in REOC Partnerships
- Structure alignment: Deal by deal versus launching a fund
- Financial alignment: Economic control versus voting control
- Governance: Best practices for defining decision-making processes and fiduciary responsibilities
|
| 11:45am |
Roundtable Discussions and Group Leader Reports
|
| 12:30pm |
Lunch
|
| 2:00pm |
Where Alpha Comes From: Operating Performance in REOC Partnerships
- A session focused on developing tactical and actionable insights for REOCs
- How do REOCs create edge and differentiation?
- A review of strategic approaches (local versus national, etc.)
- Defining what outperformance looks like with examples
- How is AI being used to drive outperformance today?
|
| 2:45pm |
Roundtable Discussions and Group Leader Reports
Discussion focused on real-world examples that illustrate how and why alpha was created, with actionable takeaways.
|
| 3:30pm |
Break
|
| 4:00pm |
Realizing Value: GP Liquidity Solutions
- Strategic partner versus secondary sale versus recapitalization or platform sale: What are the benefits and trade-offs of each approach?
- Three case studies illustrating real-world examples and lessons learned
- Examining liquidity and growth capital issues.
|
| 5:00pm |
Advisory Board Wrap-up Summary and Closing Remarks
|
| 5:30pm |
Farewell Reception – onsite
|
| 6:30pm |
Farewell Barn Burner Dinner – offsite at Lamberts Barbecue
|
Co-Chairs:
David “Mac” McWhorter
Managing Director, iREOC & Capital Markets Consulting
Institutional Real Estate, Inc.
Geoffrey Dohrmann
Chairman and CEO
Institutional Real Estate, Inc.
Program Advisory Board:
Peter Braffman
Managing Director
GCM Grosvenor
Krista Kerr
Managing Partner
1 Seed Partners
Brian Malliet
Chief Executive & Chief Investment Officer
BKM Capital Partners
Brandon Sedloff
Chief Relationship Officer
Juniper Square
Grant Walker
Managing Director, Real Estate
Teacher Retirement System of Texas
You can view our current membership directory to see which companies are invited to attend this event.
Registration:
Jody (Barhanovich) Johns
Event Coordinator/Registrar
j.barhanovich@irei.com or +1 925-244-0500 ext. 190
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
