Wednesday, January 15th

8:00am - 11:00am

Registration

Registration Sponsor:

8:00am - 10:00am

Networking Breakfast

Sponsored by:

9:00am - 9:50am

Building on Leverage: Strategic Debt in CRE Financing (Closed to Media, Not Available for Replay)

Moderator:
Lisa A. Chaney, Partner, Paul Hastings LLP 

Panelists: 
Melissa Band, Managing Director, Värde Partners
Adam Hayden, Managing Director, New York Life Real Estate Investors 
Ani Ravi, Partner, Dechert LLP
Dadong Yan, Head of Portfolio Finance, Managing Director, Barings 

Discussion Topics: 

• Trends in capital commitment backed subscription facilities: How are NAV facilities being used as an alternative or a supplement to sublines?
• Trends in warehouse and note-on-note financings; strategies for non-performing loans and exit strategies
• Traditional CRE CLOs versus private/bi-lateral CLOs – pros and cons and the growing role of insurance companies providing financing through alternative structures
• The debt fund perspective: Financing strategies for 2025

10:00am - 10:50am

CRE Financing Risk Amid Skyrocketing Insurance Costs (Not Available for Replay)

Moderator:
Sairah Burki, Managing Director, Head of Regulatory Affairs and Sustainability, CRE Finance Council

Panelists: 
Laura Craft, Senior Vice President, Global Head of Portfolio Sustainability Strategies, Heitman
Luba Kim-Reynolds, Head of Investor Relations & ESG Initiatives, Freddie Mac
Holly Neber, Chief Executive Officer, AEI Consultants
Michael Newman, General Counsel, Insurance Institute for Business & Home Safety

Discussion Topics: 

• How have rising insurance costs impacted CRE financing in different asset classes and regions?
• Is climate risk becoming an increasingly important factor in risk and insurance costs?
• What property-level resilience measures are being implemented?
• How are insurers updating risk pricing models to account for escalating insurance costs?
  • What strategies are property owners and managers employing to mitigate the impact of rising insurance costs on NOI? Alternative/innovative insurance products?
• Are lenders accepting exceptions?
• Are underwriting standards evolving in response to rising operational risks and expenses?
• What role should government or industry bodies play in addressing rising insurance costs, particularly in disaster-prone regions?
• What is the cost of litigation?
• How do you see the CRE industry adapting to sustained increases in insurance costs over the next decade?

11:00am - 11:50am

The Sunshine State: Opportunities and Challenges in a Booming Market

Moderator:
Chris Lentz, Executive Director, Cushman & Wakefield

Panelists: 
Alfonso Costa Jr., Chief Operating Officer, Falcone Group
Avra Jain, Founder, The Vagabond Group
Justin A. Kennedy, Managing Partner, Co-Founder, 3650 Capital
Patrick Erin Murphy, Chief Investment Officer, Coastal Construction
Timothy A. Peterson, Chief Strategy Officer, Altman 

Discussion Topics: 

• Florida’s Multifamily Supply/Demand 
  • What are the short- and long-term implications of recent multifamily deliveries on rental demand, pricing power, and investor confidence?
    • Discuss the bifurcation between South Florida and North Florida Markets & what is driving this divergence. 
  • With new construction starts slowing over the past 24 months, how will limited supply in the pipeline create opportunities for future development?
• Florida’s Growth Surge 
  • What development strategies are proving effective in managing Florida’s rapid population and business expansion? Where are the challenges, and what innovations are emerging to address them?
  • How are soaring living costs impacting Florida’s middle class, and what trends do you see in their migration patterns, both within and outside the state?
• Market Challenges, Affordability, & Future Trends 
  • How are rising construction costs, financing hurdles, and policy changes like the "Live Local Act" reshaping Florida’s real estate market?
  • What impacts are escalating insurance costs, hard costs, and interest rates having on developers and investors in the state?
• Navigating the Bid/Ask Spread 
  • How are industry players addressing the gap between buyer and seller pricing expectations in Florida’s real estate transactions?
  • What role has Florida’s limited distress and strong market performance played in reducing deal flow and investor activity?
• Analyzing Interest Rate Dynamics
  • How is the decline in short-term interest rates impacting construction financing and the ability to capitalize new construction deals?
  • What strategies can stakeholders adopt to manage the challenges of securing affordable financing in today’s environment?