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