){kind=logo}
){kind=logo}
For more information about the 2026 program or to inquire about speaking at this year's event, please contact Brix Sumagaysay at brix.s@pei.group.
08:00
-
This exclusive closed-door briefing brings together leading investors to tackle the forces reshaping private real estate markets across the Americas. Gain fresh perspectives on emerging opportunities, …
09:00
09:10
09:15
-
Rana Ghorayeb, executive vice president and head of real estate at La Caisse, reveals how the investment giant is reshaping its global real estate strategy amid shifting market conditions, fresh inves …
09:40
-
How macro volatility, geopolitics, and shifting growth trajectories are influencing real estate valuations and global capital flows Rethinking strategies: Evolving capital markets, rising retail parti …
10:20
-
GIC’s head of Americas real estate, Wenzheng Cai, shares how the world’s largest real estate capital allocator is approaching North American markets and pursuing selective, high conviction opportuniti …
10:45
11:15
-
Beyond the consensus themes, which sectors are genuinely attracting conviction capital vs. marketing narrative? A keen look at the growing emphasis on asset selection over broad sector allocation Wher …
11:55
-
Exploring the new geography of American capital and real estate's reindustrialization moment How reshoring and domestic manufacturing are reshaping where institutional capital flows, and which region …
12:20
-
The sectors, regions, and strategies commanding the strongest investor interest in today’s market Total portfolio thinking in practice – how are investors integrating real estate with infrastructure, …Moderator
14:00
-
Assessing multifamily fundamentals as supply pipelines shift across key metros A keen look at student accommodation and senior housing – one demographic shift, two very different strategies How are af …
-
When can supply may finally catch up, and which operators are best positioned to win in a competitive landscape? Exploring how AI, cloud expansion, and connectivity demands are shaping data center inv …
14:40
-
Where supply chain evolution is unlocking new industrial corridor opportunities Where are investors finding genuine long-term value vs. riding residual momentum? How are the largest logistics occupier …
-
The capital raising cliff: what separates the emerging managers who reach fund II from those who don't? How differentiated strategies, sector depth, and agility drive outperformance Capital‑raising dy …
15:20
15:50
-
How AI adoption, cloud migration, and data sovereignty are driving unprecedented demand for scalable, high-density colocation infrastructure Assessing how enterprises can turn infrastructure decisions …Moderator
16:30
-
How real assets are positioned within institutional portfolios and which strategies are gaining or losing favour The evolving deal structures and return profiles that meet today’s investment committee …
17:10
08:00
09:00
-
-
What happens after an acquisition closes and how firms are creating value through innovative operational strategies Where innovation, technology, and design are unlocking meaningful net operating inco …
09:15
-
Sumit Roy, President and CEO of Realty Income, discusses how the net lease giant is capitalizing on a shifting rate environment, and positioning its portfolio for resilience across market cycles.
09:40
-
Why investors are shifting toward operationally intensive, demand‑driven assets A keen look at revenue management, occupancy dynamics, and cost structures across living, hospitality, and healthcare St …
09:45
-
Key themes shaping allocation decisions over the next 12–24 months Which credit strategies are best positioned to compound through the next cycle? How are shifting liquidity conditions reshaping lende …Moderator
10:20
-
How operational capability, service models, and platform quality drive performance across age‑targeted living sectors Comparing revenue management, occupancy dynamics, and cost structures in PBSA, BTR …
10:30
-
How is the refinancing wall reshaping demand for private real estate credit? Where are spreads and structures moving across the capital stack Navigating the shift from bank lending toward private capi …
11:00
11:30
-
How adaptable capital structures are helping investors originate, win, and scale transactions Underwriting discipline in a competitive environment: where are lenders cutting corners and where are they …Speakers
-
A spotlight on a diverse group of investors allocating capital into private markets, their strategies, and their insights on the asset classes poised for breakout growth.Moderator
12:00
-
The shift toward experience‑led offerings and revenue‑management driven yields Where investor capital is flowing across hotels, extended‑stay, and hybrid models How asset repositioning and brand strat …
12:15
-
Identifying segments of the market offering durable yield and downside protection How are investors and managers aligning on risk, duration and structure as strategies shift? Mezzanine, preferred equi …
12:30
-
Medical office, life sciences, care facilities: the supply-demand picture in 2026. Which sub-sectors have genuine tailwinds? Evaluating operator strength, reimbursement trends, and regulatory consider …
14:00
14:30
-
What is driving “total real assets” frameworks and what are the unintended consequences for GP selection and benchmarking? Unlocking synergy between real estate insight and infrastructure discipline D …
15:10