The Capital Markets Summit

Simple syndications and GP-LP structures are no longer the only game. Platform investments, co-GP partnerships, joint ventures, SMAs, and continuation vehicles are reshaping how capital meets opportunity in real estate. Top LPs and GPs unpack the new universe of structures and where the smart money is finding edge.

Where is real estate capital actually deploying in 2026? Top allocators share where they're actively writing checks, where they've pulled back, and which categories sit one cycle away from real institutional adoption. From institutional darlings to the next data centers, this is the unvarnished take from the people moving the capital.

Core multifamily is no longer the only residential allocation that matters. Branded residential, build-to-rent, co-living, manufactured housing, and active adult are creating new operating platforms drawing institutional capital. The operators scaling these categories on what is working and where the market is heading.

A 30-minute one-on-one with a senior real estate leader.

In a world of persistently elevated rates, the debt stack is doing more work than ever. From preferred equity and mezzanine to bespoke structured products, capital providers are underwriting both established and emerging asset classes under pressure. What does that mean for sponsor economics, and where is the lending market actually moving?

More investors are taking equity in the operating company itself, not just the deals. From venture-style allocators to family offices writing operator-level checks, the playbook for backing real estate operating companies is being written in real time. How are top investors valuing REOCs, what governance and exit structures are emerging, and what does it mean for sponsors with a new path to capital?

Industrial is no longer just bulk distribution. Industrial Outdoor Storage, small-bay flex, last-mile micro-distribution, and cold storage are reshaping what the category means to investors. The operators behind these subsectors on capacity, capital, and what comes next.

Open networking lunch.

Family offices have become a defining force in real estate, capitalizing managers and concepts that institutional LPs won't touch for another cycle, and writing some of the largest checks in established sectors. Leading family offices share how they're constructing their RE portfolios in 2026 and where they're leaning in versus pulling back.

AI isn't just transforming real estate technology, it's supercharging entire asset classes and potentially undermining others. As AI surges, where are the real estate winners and losers?

Hospitality is splitting into a new category of experiential real estate. Surf parks, glamping platforms, branded boutique concepts, and outdoor-hospitality operators are creating institutional-grade product at unit economics traditional hotels can't match. The operators building these brands on how the math works and where the capital is going.

Which asset classes are generating the highest risk-adjusted yields in 2026, and which are on the verge of breaking into the institutional mainstream? Top investors map the categories where capital is repricing fastest, the data points that signal real institutionalization, and the windows still open for early-mover advantage.

A new model is emerging: venture-style platforms that incubate, capitalize, and scale real estate operators. Pioneers in the space discuss the economics, the operator pipeline, and whether the GP Studio becomes a defining structure of the next decade or a vintage-specific phenomenon.

A 30-minute one-on-one with a senior real estate leader.

The harder question for real estate managers in 2026 isn't getting an LOI; it's closing a fund and returning capital. This panel covers both sides of the liquidity equation: who is actually raising in this market, who is stuck, and how secondaries, GP-led recaps, and continuation funds are reshaping exit paths across emerging and established strategies.

Twitter feeds, Substacks, podcasts, and LinkedIn posts are becoming legitimate capital-raising infrastructure. How are top sponsors using social channels to build LP pipelines, shape thesis, and shortcut the traditional fundraising cycle? And what does it mean for allocators who are increasingly screening managers by their public footprint?

End-of-day closing.

Closing reception.