The Capital Markets Summit

Real estate isn't just simple syndications and GP-LP structures any longer. Platform investments, co-GP partnerships, joint ventures, SMAs and other models are playing a growing role. This panel explores the new universe of financing models reshaping real estate's evolution.

While investor interest grows in niche real estate asset classes, not every category will become the next data centers. But how is an investor to tell? Top investors share how they evaluate emerging real estate categories: macro trends, unit economics, institutionalization potential, and more.

In a world of persistently elevated rates, what role does debt play in emerging and niche real estate investment classes? How is the debt ecosystem evolving to accommodate niche asset classes without the decades of seasoning of conventional multifamily and office?

How do top allocators evaluate and back the next generation of real estate operators? What separates a sponsor that gets a check from one that doesn't?

Lightning talks on the asset classes most investors haven't priced in yet.

Family offices play a key role in capitalizing emerging asset classes and operators, able to do deals off the beaten path with a flexible time horizon. This panel explores family offices' approach to investing where the puck is headed.

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?

Institutional investors have taken a leading role in backing some of the most compelling emerging concepts in recent years, most notably the infrastructure enabling the AI revolution. They share their experience and approach, offering insights on how they evaluate new concepts and categories.

Previously, real estate investors sought passive income and eschewed operationally-heavy models like hospitality. Now, more investors are seeing operational intensity as a plus. How are investors evaluating operationally intensive models, and where is the smart money going?

Lightning talks on the asset classes most investors haven't priced in yet.