THIRD QUARTER PRESENTATION

Equity Capital Markets

• This cycle’s ‘trough’ is taking longer than usual; when is it Risk-On again?
• Skating to where the puck will be going – meaning, since most equity is bailing on development, should the smart money be going there now (or more data centers)?
• High net worth Family Offices – what’s the secret handshake there? Is OZ investing 2.0 the way to go for wealthy investors?
• What are your investors telling you they want? After the great value ‘reset’ are their return expectations realistic?
• A.I. – do you use it in your investment decisions? Is it a game-changer yet, or still teaching itself about ‘buy low, sell high?’
• The Willy Walker portfolio rundown:

- What property type should we invest in to create wealth?

- What property type should we invest in to maintain wealth?

- What property type should we avoid so we don’t lose our wealth?

Featured Speakers:

Kris Miller, Chief Executive Officer, Ackerman & Co.

Mark G. Roberts , Managing Director of Research, Crow Holdings

Thomas Delaney, Senior Director, Portfolio Manager, New York Life Investment Management

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We thank our generous sponsors for their ongoing support: Carlton Fields, Crown Advisors, LightBox EDR, Resource, and Trimont.

Best Regards, 

Bill Leffler | REIAC SE President

Phil Canzian | Program Coordinator

Victoria Ferree | Program Coordinator

David Meline | Program Coordinator