The carry trade is dead, and capital is moving to whoever can manufacture cash flow. Takeaways from a day with more than 250 investors and operators in emerging real estate.
Private wealth has passed the institutional market, and most sponsors have no idea how to reach it. A workshop on raising from family offices and RIAs.
Healthcare real estate across medical office, senior housing and life science. Thesis Driven tracks medical office roll-ups and the operator economics underneath the lease, senior housing and active adult demand as the population ages, care models that pair housing with reimbursement, lab and life science space, and why healthcare assets reward operational understanding over financial engineering.
Falling birth rates, shifting migration, and an aging population are already reshaping demand across real estate, faster than most of the market has priced in
