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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.
08:15
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A look at rising private wealth allocations to real estate as investors seek stability, and diversification Expanding access through new products that bring private clients into institutional quality …
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Exploring how continuation vehicles and fund level recaps are affecting pricing and liquidity Where investors see the strongest opportunities across LP stakes, GP-leds, continuation vehicles, and rec …
09:00
09:15
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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
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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
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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
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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
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The rise of platform investing and operator‑aligned models What it takes to scale capital on industrial manufacturing and logistics How institutions evaluate platform depth, governance, and growth pot …
12:20
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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, …
13:00
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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.
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13:40
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We spoke with several investors (who are at the event) actively allocating capital to managers. Join this informational session to discover who is deploying capital, which strategies they are backing, …
14:00
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Understanding the forces reshaping housing across diverse living formats Identifying markets with enduring fundamentals and resilient income profiles Which regulatory risks are genuinely existential, …
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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
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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 …
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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 …
16:00
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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 …
16:30
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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
09:00
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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
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How shifting rate expectations and liquidity conditions are impacting returns Where institutional investors see the strongest risk‑adjusted opportunities What credit signals reveal about pricing, dist …
09:40
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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 …
09:45
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Key themes shaping allocation decisions over the next 12–24 months Distressed and special situations – exploring the genuine opportunity set in 2026 Mezzanine, preferred equity, and whole loans: which …
10:20
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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
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- Why investors are turning to short-duration bridge loans for enhanced returns and liquidity
- Key underwriting considerations as sponsors seek transitional capital for value-add and lease-up strategies
- Where bridge lending demand is accelerating—and how investors can position for selective opportunities
11:00
11:30
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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 …
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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 …
12:10
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- 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 considerations
- Identifying segments with strong tenant retention and long-term cashflow visibility
12:15
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Identifying segments of the market offering durable yield and downside protection How investors can balance credit risk, duration, and structure in today’s environment Emerging strategies gaining trac …
14:00
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How data centres are driving the convergence of real estate and infrastructure into a hybrid asset class Why power availability, location, and long-term leases are becoming the defining drivers of val …
14:40
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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 …
15:20