Fuelling North America’s real estate rebound
Join the most powerful voices in real estate as PERE America 2025 returns to New York City on November 4-5 for its landmark 20th edition! This premier gathering unites the industry’s most active global investors, influential fund managers, and top decision-makers for two days packed with strategic insights, high-value networking, and dealmaking that drives the market forward.
Discover the future of real estate firsthand through cutting-edge content, exclusive sessions, and bold perspectives from the asset class’s most respected leaders. Be in the room where real estate’s biggest opportunities take shape.
Highlights include:
- 20th anniversary of the premier North American private real estate investment forum
- Keynotes and panels featuring sovereign wealth funds, public pensions, and active institutional investors
- Actionable insights into U.S. deployment, global credit markets, and value creation strategies
- Breakout sessions on residential, warehousing, offices, data centers, retail, hospitality
- High-impact networking from breakfast briefings to evening cocktail receptions
Secure your seat today and be part of the conversations shaping tomorrow’s real estate.
Key discussion topics:
The smartest bets on the U.S. as the market rebounds
The appeal of Europe as an investment destination
New trends shaping value-add strategies to meet changing market demands
Opportunities arising from the growing flow of global capital into U.S. debt markets
Whitepaper: North American real estate investors:commitments and strategies
Our latest comprehensive report explores fundraising in the American real estate sector and the strategies and investments preferred by institutional investors, both domestically and internationally.
Download the full version to read more.
Gain insights to support investment decisions
Hear from leading industry experts and world-renowned PERE editorial staff to understand the market drivers, challenges and opportunities that will enable you to make better decisions in the future.
Expand your investor network
Meet investors allocating to North American real estate and understand their preferences for allocations.
Better connections
Connect with your North American peers year-round through pre-event meetings and post-Forum conversations with PERE Network membership. Access 1,400+ global investors and managers, monthly insights, and meetings with industry leaders.
Explore our featured networking opportunities
Build a network that transcends the Forum
20th anniversary networking cocktails
Round out your first day at the Forum with a toast to outstanding professionals whose vision, creativity, and commitment have transformed the private real estate market. Then unwind over refreshments, connect with new faces, and broaden your professional community.
Investor council breakfast meeting
In this interactive session, hear your investor peers’ most pressing challenges and their innovative solutions. With an emphasis on real-world applications, you’ll walk away with actionable strategies and fresh ideas to enhance outcomes at your firm.
Come prepared to learn and share!
The Power Mixer: 20 Years of PERE Connections
Joint grand networking cocktails. Meet senior real assets decision makers as PERE and Infrastructure Investor members combine for enhanced networking you won’t find anywhere else.
2025 speakers:
Connect with American investors. Increase your visibility. Lead the industry.
Elevate your brand
Reach out to Charlotte Hung at charlotte.h@pei.group
or call +44 203 937 6767
2025 speakers
PERE America Forum brings together C-level executives and industry thought-leaders to speak about the latest macroeconomic trends and insight impacting your strategies and plans in the region. Download the 2025 agenda to view the sessions discussed last year.
Please contact Brix Sumagaysay at brix.s@pei.group for a discussion on key topics and speaking opportunities at the PERE America Forum 2025.
Justin Guichard
Managing Director and Co-Portfolio Manager, Real Estate Debt, Oaktree Capital Management, L.P.
Inna Khidekel
Partner, Senior Managing Director & Co-Head, Client Solutions Group, Bridge Investment Group
Thought leadership, branding and networking opportunities
Be part of thought-provoking discussions with leading institutional investors, investment, fund and asset managers, developers, advisers, and strategic partners.
Sponsorship offers you:
- Thought-leader speaking opportunities
- VIP access for you and your team
- High-profile branding before, during and after the Forum
- And much more …
For exclusive sponsorship packages for 2025, contact Charlotte Hung, our Global Business Development Manager of Real Estate at charlotte.h@pei.group
Connect, invest and succeed
Value that extends beyond the event
PERE America Forum attendees access unparalleled advantages that extend far beyond the scope of the event day. With the PERE Network membership, forum attendees expand their network, build lasting relationships and discover opportunities year-round through a personalized service plan that fits their needs.
Accelerate your fundraising
Find investors who match your investment strategies and set up meetings ahead of the event on our membership platform.
Expand your investor network
Showcase your profile ahead of the event and use our membership team to connect with the right decision makers.
Better connections
Access unique, critical insight exclusive to members throughout the year along with preferential rates to attend any event within the PERE Network portfolio.
The Network’s dedicated membership team will ensure your experience at the America Forum is first class with personalized introductions and timely roundtable discussions.
Connect with top LPs, build lasting relationships and discuss opportunities that will help take your firm to the next level with the PERE Network.
Unlock your firm’s potential at the Forum and beyond when you join the PERE Network.
Better connections with the PERE Network
Purchase 12 month membership to attend the America Forum, and enjoy exclusive access to:
- Our network directory of 1,400+ leading investors and fund managers for you to connect with
- Preferential rates to attend other PERE events in UK, Singapore, Japan and Korea
- Invite-only peer groups, monthly webinars and knowledge hubs for deeper insights
Our network makes decisions that shape markets
We are a professional membership offering exclusive access to investors, a wide range of resources, thought leadership and more. The Network provides members with essential information on market trends, compliance topics, regulatory insights, useful tools, online and in-person events and a comprehensive resource library. Members have access to behind-the-scenes, closed-door conversations among a community of peers who share their knowledge and expertise within our trusted Network.
America Forum attendees get more
By attending the America Forum you will join real estate’s most influential global community, PERE Network. Membership will give you access to:
- PERE Connect – our new tailored networking service
- Content and insights to drive better decisions
- Access to the investor directory
- And much more …
Talk to our team to find out how the Forum and the PERE Network membership can help grow your firm.
PERE Global Events
Join our events globally to gain access to in-depth content, insights, and in-person networking opportunities with institutional investors. Contact our team to learn more.
Institutional Investors at the PERE America Forum
Join us at the America Forum, where you’ll connect with over 200 institutional investors and fund managers from around the globe.
This is your chance to discover the latest investment opportunities in private real estate and gain invaluable insights into how your peers are tackling the industry’s biggest challenges. Limited complimentary passes available for qualified institutional investors!
Don’t miss out! Apply for a pass and a member of our team will follow up with you to secure your pass.
Benefits for attending investors include:
PERE Investor council breakfast meeting
This off-the-record session for investors will discuss the pressing challenges and their innovative solutions. With an emphasis on real-world applications, you’ll walk away with actionable strategies and fresh ideas to enhance outcomes at your firm.
Investor-led panels
Gain actionable insights from thought leaders in private real estate on navigating market volatility, identifying high-growth sectors, and building resilient portfolios in today’s dynamic landscape.
Network with your peers
Connect with other institutional investors to understand their strategies and allocation approach to real estate. Discover co-investing opportunities.
Connect with your investor peers
Join discussion on what your peers are doing so you can sharpen your investment strategies. Our growing list of investors include:
Complimentary passes are available for allocators and institutional investors to join the PERE Network’s America Forum.
Complimentary investor passes are limited to foundations, endowments, trusts, insurance companies, single family offices, sovereign wealth funds and pension funds who are actively making fund commitments and do not engage in third-party fundraising activities or collect fees for advisory/consulting services.
Apply for a pass and a member of our team will follow up with you to secure your pass.
Pre-Event Resources
pdf
Whitepaper: North American real estate investors: commitments and strategies
By PERE America Forum
2025 agenda
Download the agenda to see the trends shaping North American investors’ allocation strategies and markets across the region. These topics will shape the discussions at the PERE America Forum.
Have a topic that you would like to discuss on the agenda? Contact Brix Sumagaysay today.
View agenda page
Agenda
Day 1 - Tuesday 4th
Registration and breakfast
08:00 - 08:40
Registration and networking breakfast
08:10 - 08:40
Breakfast briefing - Power players of real estate: How sovereign wealth and public pensions are reshaping the real estate map
Diego Lopez
Discover how sovereign wealth giants and public pension titans are setting bold new priorities, transforming the global real estate game, and reshaping asset classes with billions in long-term capital.
Presenter: Diego Lopez, Founder and Managing Director, Global SWF
Plenary
08:40 - 08:50
PEI welcome and chairman’s opening remarks
08:50 - 09:00
View from the commentary box: 20 years of PERE
Jonathan Brasse
Jonathan Brasse, Editor-in-Chief, Real Estate, PEI Group
09:00 - 09:30
Keynote interview: How global institutional investors are engaging real assets strategies
Rachel Eun Jeong Oh,
Jonathan Brasse
Rachel EJ Oh, head of New York office of Korea’s preeminent state investor NPS, makes her PERE event debut in a keynote fireside conversation with Jonathan Brasse, PEI’s Editor-in-Chief, Real Estate, to dissect the growing trend of viewing investment markets through a real assets lens.
- Taking the current pulse of the trend: why a concerted real assets thesis increasingly represents today’s secular forces
- Today’s turmoil and its impact: what current macroeconomic predicament means for investment in real assets
- How managers are responding: what they are getting right, wrong and still need to understand about institutional requirements
- Common ground: which sub-sectors within the real assets universe share the most elements and why that is important
Rachel EJ Oh, Head of New York office, NPS
Jonathan Brasse, Editor-in-Chief, Real Estate, PEI Group
09:30 - 10:10
Keynote panel: Insights on the future of global real estate as an asset class
Jeff Giller,
Evelyn Lee
- Explore how managers are positioning their portfolios to attract investors amid high interest rates and geopolitical concerns
- Is real estate selling itself well-enough to global investors?
- How are institutional investors shaping global real estate, and what opportunities exist for private wealth to participate?
Moderator: Evelyn Lee, Editor, PERE
Jeff Giller, Partner and Head of Real Estate, StepStone Real Estate
Jonathan Pollack, Starwood Capital Group, President
10:10 - 10:50
Panel: US deployment outlook
David R. Hodes,
Laurel Durkay,
Nael Mustafa
- What are the smartest bets on the U.S. as the market rebounds?
- A keen look at secular trends in the country today informing investment decisions (interest rates, capital costs, shifting consumer demands, etc.)
- Beyond traditional property sectors, what alternative sectors are gaining attention?
Moderator: David Hodes, Managing Partner, Hodes Weill & Associates
Laurel Durkay, Managing Director, Morgan Stanley Real Estate Investing (MSREI)
Stephen Holler, Senior Vice President, Legal, QuadReal Property Group
Nael Mustafa, CEO, GFH
10:50 - 11:20
Networking coffee break
11:20 - 11:40
Presentation: Private real estate in numbers
- The latest LP allocations data
- The largest deals and most active managers in the past year
- The top performing funds based on IRR from the past decade
11:40 - 12:20
Panel: The appeal of Europe as an investment destination
Michael Abel,
Rune Kock,
Maria Surina
- How is Europe’s market diversity appealing to both institutional and private investors seeking variety and geographical diversification?
- Comparing risk and return profiles of European markets to other real estate markets
- How are European cities adopting sustainability initiatives, and how are these impacting real estate investment trends?
Michael Abel, Founder & CEO, Greykite
Rune Kock, CEO, NREP (part of Urban Partners)
Maria Surina, Managing Director, Real Assets Investment Group, Cambridge Associates
12:20 - 13:00
Investor panel: Allocations, appetite and activity in real estate today
Greg Dool,
Anthony Lipardis,
Ed Lerum,
Navid Chamdia
- Unpacking key factors shaping today’s allocation strategies – market trends, risk appetite, and the hunt for long-term yield
- How are economic and geopolitical factors shaping global vs. regional real estate allocations?
- How does real estate hedge against inflation through value growth, rising income, intrinsic worth, and debt?
Moderator: Greg Dool, Americas Editor, PERE
Karen Horstmann, Managing Director, Real Estate, CDPQ
Anthony Liparidis, Managing Director and Head of Real Assets, Bessemer Trust
Ed Lerum, Head of Global Logistics Real Estate, Norges Bank Investment Management
Navid Chamdia, Head of Real Estate Investments, Qatar Investment Authority
Charles Lavallee, Director, Real Estate Investments, PSP Investments
13:00 - 14:00
Networking lunch break
High Growth Sectors
14:00 - 14:40
Panel: Navigating opportunities in residential real estate
Guelda Voien,
Rob Lester,
Chad Buchanan
- With rising global demand for student housing, how will managers and developers respond?
- How will tariffs impact construction costs and the build-to-rent sector?
- How are family offices and private wealth shaping residential real estate?
Moderator: Guelda Voien, Editor, PERE Deals
Rob Lester, Senior Vice President, Chief Investment Officer, The RMR Group
Chad Buchanan, Managing Partner, Twin Light Capital
14:40 - 15:20
Panel: Institutional capital in industrial real estate
Nancy Lashine,
Gila Cohen
- What are the best strategies for scaling institutional capital in the industrial sector?
- How can investors structure capital and manage risks in warehousing?
- Leveraging automation to future-proof warehousing assets and increase value
Moderator: Nancy Lashine, Founder and CEO, Park Madison Partners
Gila Cohen, Partner and Chief Investment Officer, Vanbarton Group
15:20 - 15:40
Networking coffee break
15:40 - 16:20
Panel: Data centers – fuelling the future of the digital revolution
Emily Azer,
Lisa Strope
- Predicting future demand from AI and the scale of digitalization opportunity
- New trends in capital allocation and fundraising challenges in the sector
- Analyzing the supply-demand imbalance, and profitability trends of data centers
Emily Azer, Director, Data Infrastructure, GI Partners
Lisa Strope, Vice President, Research, TA Realty
16:20 - 17:05
Panel: Hospitality reimagined – capitalizing on the boom in global travel
Rose Hasham,
Stephany Chen
- Is hospitality a “mainstream” investment? Where do opportunities lie in global markets?
- Can hospitality provide optimism for investors in times of volatility?
- Secondary and tertiary markets that offer growth potential
Moderator: Rose Hasham, Board Member/Real estate SIG Lead, Harvard Business School Club of Dallas
Stephany Chen, Senior Vice President, Acquisitions, Trinity Investments
Asset Management and Value Creation
14:00 - 14:40
Panel: New trends shaping value-add strategies in real estate
Silvana Oliva,
Heather Fernstrom
- How to meet changing market demands, scale up, and overcome efficiencies
- How does value creation offer investors flexibility and resilience for the future?
- Insights on the impact of different value creation levers
Moderator: Silvana Oliva, Senior Advisor, Independent
Heather Fernstrom, Co-Founder & Managing Partner, Alliance Global Advisors
14:40 - 15:20
Panel: The use of tech and AI as a differentiating factor in value creation
Ali Humphrey,
Marie Ffolkes
- Using AI and technology to enhance decision-making, improve efficiency, and drive profitability
- How data-driven decisions add value
- Embracing technological advancements and operational risks
Moderator: Ali Humphrey, Managing Partner, Arna Advisors
Marie Ffolkes, Managing Partner, GenNx360 Capital Partners
Armel Traore dit Nignan, Head of Data Analytics, Principal Real Estate
15:20 - 15:40
Networking coffee break
15:40 - 16:20
Panel: Modernizing the ‘new office’
- Analyzing ‘best-quality’ office buildings in today’s standards
- Addressing the growing demand from tenants for tech-enabled and energy efficient properties
- The pivotal role of technology in decarbonization, enhancing returns, and increasing resiliency of offices
Diana Hsieh, Head of Asset Management, US, Oxford Properties
16:20 - 17:05
Panel: Retail reinvented – why tenant experience is a value strategy
Harrison Connery
- Examples of best-in-class retail platform in today’s environment
- How tenant experience initiatives translate into measurable KPIs
- How are landlords supporting tenants with digital integration to drive customer traffic and sales?
Moderator: Harrison Connery, Senior Reporter, PERE
17:05 - 17:35
Closing keynote: Reimagining real assets – investing for resilience, growth, and the future
- Real estate vs. infrastructure allocation strategies: How institutional investors are balancing these asset classes for risk-adjusted returns
- How do differing fundamentals between real estate and infrastructure create opportunities for a blended portfolio strategy?
- How are inflation, interest rates, and economic cycles impacting real assets globally and how to build portfolios that withstand shocks?
17:35 - 18:30
Networking cocktail reception
18:30 - 18:30
End of day 1
Agenda
Day 2 - Wednesday 5th
08:30 - 09:15
Breakfast briefing (RSVP required)
The role of AI and technology in capital allocation, due diligence and value creation
08:30 - 09:15
Investor breakfast briefing (off-the-record, invite-only meeting)
Join PERE members to discuss macro real estate challenges, the changing face of real estate debt, the lending environment and more in an off-the-record discussion group.
PERE Credit Forum
08:00 - 09:15
Registration and networking
09:15 - 09:20
Welcome remarks
Nathalie Palladitcheff
Chairperson: Nathalie Paladitcheff
09:20 - 09:50
Keynote interview: Financing the future – unlocking value in private real estate credit
Samantha Rowan
- Shifts in borrower profiles and capital needs in today’s market and how private credit is filling the financing gap
- As interest rates rise and bank lending tightens, how can private lenders seize value through recapitalizations, bridge loans, and rescue capital?
- The role of fintech and AI in origination, underwriting, and asset management
Moderator: Samantha Rowan, Editor, PERE Credit
09:50 - 10:30
Keynote panel: Key trends shaping real estate debt ahead of the coming cycle
Randy Plavajka,
Tamara Lawson,
Paul Rahimian,
Lesley Lanefelt
- Opportunities and challenges arising from the growing flow of global capital into U.S. debt markets
- How are borrowers and lenders adjusting underwriting standards in a persistently high-rate environment?
- What strategies can be used to remain resilient during downturns or capital market disruptions?
Moderator: Randy Plavajka, Deputy Editor, PERE Credit
Tamara Lawson, CFO, QuadReal
Paul Rahimian, CEO, Parkview
Lesley Lanefelt, Head of Nordic Investments, Velo Capital (part of Urban Partners)
10:30 - 11:00
Networking coffee break
11:00 - 11:30
Fireside chat: How non-bank lenders are reshaping real estate finance
Samantha Rowan
This session will tackle at the rise of non-bank lenders and the increasing focus on flexible, tailored debt solutions.
Moderator: Samantha Rowan, Editor, PERE Credit
11:30 - 12:10
Panel: Navigating C-PACE – balancing risk and return in structured finance
Alexandra Cooley
- A deep dive at the growing role of C-PACE and why its intersection with the CMBS market is critical for borrowers and investors
- How are servicers and legal teams rethinking consent frameworks to support energy-efficient improvements without jeopardizing senior loan positions?
- Real-world strategies for integrating C-PACE into CMBS-backed deals
Natalie Herald, Head of Commercial Mortgage – Alternatives, MassMutual
Alexandra Cooley, Chief Investment Officer and Co-Founder, Nuveen Green Capital
12:10 - 12:50
Panel: Unlocking portfolio value – strategic use of back leverage in real estate funds
Nicole Byrns,
Patti Unti,
Matt Jones
- How does back leverage enable funds to increase returns without selling core assets?
- Managing liquidity and capital efficiency across the fund lifecycle
- Navigating investor concerns, risk management and structural considerations
Moderator: Nicole Byrns, Partner, Dumar Capital Partners
Patti Unti, Portfolio Manager, Monticello AM
Matthew Jones, Chief Investment Officer – Credit Investments, Harbor Group International
Equity sessions
09:15 - 09:55
Panel: The future of real estate secondaries
Guelda Voien,
Sheelam Chadha
- How are secondary transactions enhancing liquidity in real estate, and what does this mean for institutional investors?
- Discussing valuation challenges and strategies for managing risks in secondary transactions
- What are the common exit strategies for investors, and how do they differ from traditional investments?
Moderator: Guelda Voien, Editor, PERE Deals
Sheelam Chadha, Founder, Managing Partner, Dry Capital
Kayley Laren, Senior Vice President, Investments, Real Estate, Brookfield
09:55 - 10:30
Panel: NextGen: The new generation of real estate emerging managers
Kelly Ryan,
Inna Khidekel,
Sarah Schwarzschild,
Danielle Even,
Jennifer Keith
- What leadership qualities are most important for managing diverse teams and driving innovation in real estate management?
- A keen look at strategies to build more resilient portfolios that can withstand economic volatility, climate change, and other external shocks
- How are the skill sets required for managers evolving in response to technological, economic, and market changes?
Moderator: Kelly Ryan, Partner, Kirkland & Ellis
Inna Khidekel, Partner, Senior Managing Director & Co-Head, Client Solutions Group, Bridge Investment Group
Sarah Schwarzschild, Chief Operating Officer, Mavik Capital Management
Danielle Even, Executive Director, Real Estate Investments, GCM Grosvenor
Jennifer Keith, Managing Partner, ETHOS Real Estate
Inna Khidekel
Partner, Senior Managing Director & Co-Head, Client Solutions Group, Bridge Investment Group
Read bio
10:30 - 11:00
Networking coffee break
11:00 - 11:40
Panel: Innovative pathways to scale U.S. affordable housing solutions
- Explore how public-private partnerships and policy frameworks unlock scalable capital for affordable housing
- Investment strategies that balance social impact with long-term returns
- Why affordable housing is becoming a resilient, mission-aligned asset class
Chris Schilling, Head of Acquisition, Hudson Valley Property Group
11:40 - 12:15
Panel: Capitalizing on the life sciences boom
Harrison Connery
- Key trends fuelling growth in lab space, R&D campuses, and biomanufacturing facilities
- Location, design, and tenant needs – how developers and investors are rethinking asset requirements in an innovation-led market
- Navigating vacancy, regulatory hurdles, and the capital-intensive nature of life sciences assets
Moderator: Harrison Connery, Senior Reporter, PERE
12:15 - 12:50
Panel: PropTech – which technologies truly matter?
Christopher Shelton
- A look at the most adopted new tools across underwriting, asset management and tenant engagement
- How LPs are using tech adoption as proxy for manager sophistication and what they expect from GPs in terms of reporting and data transparency
- How GPs are deciding which tools to integrate, where to invest in proprietary solutions, and how to scale PropTech across assets and fund strategies
Christopher Shelton, Managing Director, Product & Engineering, RealINSIGHT
Daniel Erb, Chief Executive Officer, Strand Capital
12:50 - 13:50
Networking lunch
PERE Credit Forum
13:50 - 14:10
Presentation: Private real estate credit in numbers
- The latest LP allocations data
- The largest deals and most active managers in the past year
- The top performing funds based on IRR from the past decade
14:10 - 14:50
Investor panel: Navigating challenges in global real estate debt
Anna-Marie Beal,
Alberto Agazzi,
Prashant Raj
- As equity fundraising recovers, what role will credit products have in a growing role in real estate portfolios?
- How are institutions tackling the housing crisis with the use of real estate debt?
- How are investors changing investment strategies as market outlook remain clouded
Moderator: Anna-Marie Beal, Senior Reporter, PERE Credit
Alberto Agazzi, Head of GRE International, Generali Real Estate
Prashant Raj, Managing Director, US Real Estate Debt, QuadReal
Michael Caracciolo, VP, Asset Management, U.S. and Head of New York Office, CDPQ
14:50 - 15:30
Panel: Bridging the gap – flexible financing solutions for real estate’s maturity wall
Kate Mulcahy,
Jessica Lee,
Michael Felman,
Don MacKinnon
- What alternative capital solutions are helping borrowers navigate the refinancing crunch?
- How are lenders and investors adjusting return expectations in a repricing market?
- Can flexible financing structures align the interests of borrowers, lenders, and equity partners in today’s uncertain environment?
Kate Mulcahy, Managing Director, 3650 Capital
Jessica Lee, CIO, Real Estate Credit, Manulife Investment Management
Michael Felman, President and Chief Executive Officer, MSF Capital Advisors
Don MacKinnon, Head of Commercial Real Estate Credit and a Portfolio Manager, Sound Point Capital
Don MacKinnon
Head of Commercial Real Estate Credit & Portfolio Manager, Sound Point Capital
Read bio
15:30 - 15:30
Closing remarks and end of conference
Get ready to connect with the most influential players in real estate
Access to the America Forum
Event access and 12-month Network membership –
US$3,895
*Early bird pricing ends 29 Aug
Group Rate:
Purchase 3 or more passes in one transaction to unlock our group discount. Contact: anna.d@pei.group
Benefits include:
- All-access pass to the forum
- Full access to the PERE Network membership for a year
- Insights from + expert speakers
- Network with investors, fund managers and developers
- Access to exclusive networking events
- Matchmaking and networking platform
Investor pass
A limited number of complimentary passes are available for eligible allocators and institutional and private investors.
Limited to foundations, endowments, trusts, insurance companies, single family offices, sovereign wealth funds and pension funds.
Benefits include:
- All-access pass to the forum
- Full access to the PERE Network membership
- Insights from + expert speakers
- Network with investors, fund managers and developers
- Access to exclusive networking events
- Matchmaking and networking platform