Navigating Real Estate's New Frontier:
Financing Dynamics and Regional Challenges
Join us for a comprehensive exploration of Southern California's evolving real estate market through two dynamic panel discussions. This event bridges the critical intersection of financing mechanisms and regional market challenges, offering invaluable insights industry professionals.
From Acquisition to Securitization: Navigating the Modern Real Estate Financing Lifecycle
An in-depth panel discussion exploring the dynamic lifecycle of commercial real estate (CRE) financing, from initial property acquisition to the intricacies of structured debt markets. Discover how equity investors, lenders, and capital markets intersect to drive today’s CRE transactions.
Our experts will break down the journey: starting with equity owners bidding on properties using tailored financing from lenders, followed by the critical role of repo lenders who provide short-term liquidity during asset aggregation. Our speakers will also dive into how CRE CLOs complete the cycle by offering long-term leverage and liquidity.
Key Topics Include:
- Evolution of CRE CLOs: How structuring, investor appetite, and market demands have transformed this instrument.
- Repo vs. CRE CLO Financing: Comparing flexibility, cost, risk, and scalability in today’s volatile environment.
- The Aggregation Challenge: Balancing speed, pricing, and execution from acquisition to securitization.
- Future Trends: Innovations in debt structuring and what’s next for CRE capital markets.
Moderator:
Siobhan O’Donnell Sachs, Esq., Partner, Ballard Spahr LLP
Panelists:
Lindsay DeChiaro, Director, Citibank, N.A.
Shannon Erdmann, Managing Director, Apollo Global Management
Teresa Zien, Managing Director, Invesco
SoCal Real Estate at a Crossroads: Challenges, Opportunities, & Innovation
Southern California’s real estate market is navigating unprecedented turbulence. From dwindling supply in high-demand markets to the escalating impact of wildfires on insurance costs and development, stakeholders must adapt. Join our panel as they unpack critical issues reshaping the region.
Key Topics Include:
- Multifamily: Affordable housing shortages, rent control debates, and wildfire-driven relocation trends
- Office: Hybrid work’s lasting impact, repositioning assets, and urban vs. suburban demand
- Industrial: E-commerce growth, warehouse scarcity, and climate-resilient infrastructure
- Wildfire aftermath: Insurance spikes, risk mitigation, and community rebuilding efforts
- Supply chain and construction: Material costs, delays, and creative solutions for inventory gaps
- Policy and innovation: How tech, data, and legislation are shaping the future
Panelists:
Adrian Berger, Managing Director, Acquisitions, Cypress Equity Investments
Ryan Schierberl, Managing Director, Ares Management LLC
Cubby Sporrong, Vice President, Real Estate Private Equity, TPG Angelo Gordon
Laura Stumm, Vice Chairman, Newmark
Additional speaker to be announced.