Wednesday, May 7th

 

12:00 p.m. – 1:30 p.m.Welcome Lunch: Real Estate Perspectives (Location: Valencia Lawn)
1:30 p.m. – 1:45 p.m.Welcome and Introductions (Location: Valencia Ballroom)
Laura Gaylord, Head of Core Institutional Coverage
Scott Arden, Head of Real Estate Specialists

1:45 p.m. – 2:15 p.m.Real Estate Business Update (Location: Valencia Ballroom)
Todd Henderson, Head of Real Estate, Americas

2:15 p.m. – 3:00 p.m.

Global Real Estate Outlook:  Trump, Tariffs, Treasuries, and (re)Turns (Location: Valencia Ballroom)

As market conditions evolve, investors are closely watching for signs of the next real estate cycle.  Will 2025 bring a strong rebound, continued volatility or a new era of market fundamentals?  DWS’ co-heads of real estate research provide a backdrop to the conference with their 2025 House View forecasts for the U.S., Europe and Asia.

Simon Wallace, Co-Head of Global Real Estate Research
Kevin White, Co-Head of Global Real Estate Research

3:00 p.m. – 3:30 p.m.Networking Break
3:30 p.m. – 4:15 p.m.

Transactions Market Update (Location: Valencia Ballroom)

With shifting capital flows, evolving buyer-seller expectations and economic uncertainty, what will drive real estate transaction activity in 2025 and beyond? In this session, we will review U.S. transaction market activity, current seller and buyer sentiment, and key trends impacting the capital markets.

Terence Callahan, Head of Real Estate Transactions, Americas
Kareem Campbell, Real Estate Transactions Officer
Peter Heigl, Real Estate Transactions Officer 
Jeff Trobbe, Real Estate Transactions Officer

4:15 p.m. – 5:00 p.m.

Geopolitics and Investing in a Brave New World: Conversation with Frank Kelly (Location: Valencia Ballroom)

Barely a few months into the new administration, and one thing that all will agree on is that there is no such thing as a quiet week in Washington.  We will conclude our opening day hearing from DWS’ own Frank Kelly.

Frank Kelly, Founder & Managing Partner, Fulcrum Macro Advisors, Senior Political Strategist for DWS
JJ Wilczewski, Head of Coverage, Americas

5:00 p.m. – 6:00 p.m.Networking Break
6:00 p.mReception & Dinner (Location: Kasbah Patio)

 

Thursday, May 8th

 

6:00 a.m. – 7:00 a.m.Wellness Session (optional): Yoga (Chef's Kitchen Patio) or Sunrise Hike on Camelback Mountain 
7:15 a.m. – 8:15 a.m.Breakfast (Location: Valencia Lawn: Valencia Ballroom)
8:15 a.m. – 8:30 a.m.Welcome Back and Recap (Location: Valencia Ballroom)
Michelle Reuter, Head of Consultant Relations
8:30 a.m. – 9:15 a.m.

Preparing for the Next Cycle for Real Estate (Location: Valencia Ballroom)

Our senior real estate leaders will tackle diverse topics from geopolitical and technology disruptors, to alternative sectors and new ways of defining risk in the real estate markets.

Todd Henderson, Head of Real Estate, Americas 
Clemens Schaefer, Head of Real Estate, Europe and Asia Pacific
John Vojticek, Global Head of Liquid Real Assets
Chuck Fiedler, Global Head of Alternatives Specialists, Moderator

9:15 a.m. – 10:00 a.m.

Client Panel:  Trends, Challenges and Opportunities for Real Estate in 2025 (Location: Valencia Ballroom)

A panel of your peers will tackle the key questions facing our industry in 2025, including timing of the current real estate cycle, asset allocation trends, as well as portfolio constructing and alternative sectors.

Sarah Anderson, Managing Director, Investments, University of Missouri System
Andrew Mitro, Managing Director, Stepstone Group
JP Rachmaninoff, Director of Real Estate, Tennessee Consolidated
Charlotte Taylor, Senior Relationship Manager, Moderator

10:00 a.m. – 10:30 a.m.Networking Break 
10:30 a.m. – 11:15 a.m.

The Past, Present and Future of Residential (Location: Valencia Ballroom)

In this session we will dig into the residential sector, exploring the history of the sector while we look ahead to what’s next as well as key opportunities and risks across private and public residential.

Michael Nigro, CIO, Real Estate Americas
Kristin Catalano, Lead Portfolio Manager, RREEF Core Plus Residential Fund
David Zonavetch, Co-Head of Real Estate Securities, Americas  

11:15 a.m. – 12:15 p.m.

RREEF Core Plus Industrial Fund Update (Location: Valencia Ballroom)

Our fund team will provide an update on the Core Plus Industrial Fund performance, activity and portfolio strategy and positioning for 2025 and beyond.

Todd Henderson, Head of Real Estate, Americas
Mark Colombo, Senior Vice President of FedEx Marketing, Solutions & Sales, and Board Member, RREEF Core Plus Industrial Fund
Darrell Campos, Lead Portfolio Manager, CPIF
Catherine Minor, Senior Portfolio Manager, CPIF

12:15 p.m. – 1:30 p.m.Lunch (Location: Valencia Lawn )
1:30 p.m. – 2:15 p.m.

Real Estate Debt:  Navigating Lending, Rates and Risk in 2025 (Location: Valencia Ballroom)

Our DWS real estate debt experts will share insights on navigating risk, structuring deals and capitalizing on emerging opportunities in the debt market.

Jay DeWaltoff, Head, US Real Estate Debt
Patrick Kennelly, Lead Portfolio Manager, US Real Estate Debt
Kevin MacKenzie, President, Americas JLL Capital Markets

2:15 p.m. – 2:30 p.m.Networking Break
2:30 p.m. – 3:45 p.m.

RREEF America II – Fund Update & Outlook (Location: Valencia Ballroom)

The portfolio management team will provide an overview of Fund performance and investment activity, as well as detailing the Fund’s investment plans and strategic objectives for 2025.

Todd Henderson, Head of Real Estate, Americas
John Ehli, Lead Portfolio Manager, RREEF America II
Joshua Lenhert, Senior Portfolio Manager, RREEF America II
Norton O’Meara, Senior Portfolio Manager, RREEF America II
Alyssa Freeman, Portfolio Manager, RREEF America II

3:45 p.m. – 4:00 p.m.Concluding Comments
5:30 p.m. – 6:30 p.m.

Uncork and Connect (Location: Castillo Lucena)

Join us for some creative wine and cocktail food pairing ideas as we toast to the two fun days together and real estate success in 2025 and beyond!

6:30 p.m.Dinner (Location: Castillo Lucena)

 

Friday, May 9th

 

8:00 a.m. – 9:00 a.m.Breakfast (optional) (Location: Kasbah Patio)
8:30 a.m. – 11:30 a.m.

Property Tour (optional) (Location: Meet in the Plaza)

  • Legacy North, Residential Development, Scottsdale
  • Maxwell on 66th, Multifamily Residential, Phoenix

 

Thank you for joining us and for your continued partnership!