Institutional Real Estate, Inc.’s Visions, Insights & Perspectives (VIP) Americas conference in January 2026 opened with a focus on capital discipline, trust and widening market dispersion, as investors and managers gathered for three days of dialogue on the evolving state of global real estate.
The conference began Monday afternoon with a live recording of the Walker Webcast featuring Willy Walker, chairman and CEO at Walker & Dunlop, and economist Peter Linneman, which framed the macro environment heading into 2026. The discussion centered on capital markets, valuation resets and the implications of higher-for-longer interest rates, setting a tone of realism and selectivity that carried through the program. An evening fireside chat with institutional investors from the New York State Common Retirement Fund, the Florida State Board of Administration and NEPC followed, with panelists discussing portfolio positioning, manager selection and liquidity considerations am
