Asset Management

Description

Attendance limits: Due to demand and space constraints, no more than two attendees will be allowed per investment manager and no more than one attendee per industry partner. If you are currently not a NAREIM member, please contact meeting host for more information. 

DETAILS

Tuesday, June 2
Networking Reception
Location: TBA
Time: 6:00pm-9:00pm ET

Wednesday, June 3
Meeting
Location: Goodwin Procter, 620 8th Avenue
Time: 8:00am-4:00pm ET

AGENDA

8:00am Breakfast

8:50am Welcome Comments & Committee Update

Co-Chairs:

• Sean Daly, Executive Vice President, Asset Management, American Realty Advisors
• Eric Lind, Managing Director, PCCP

NAREIM:

• Marynia Kruk, Meeting Producer

8:55am Attendee Introductions
To help facilitate connections, each attendee will be invited to briefly introduce themselves by stating their name and firm.

9:00am Deep Dive Into Expense Strategies

Session Leaders:

• Sean Daly, Executive Vice President, Asset Management, American Realty Advisors
• Anil Erdem, Managing Director, BGO

10:00am Break

10:15am Tech Session: Staying Abreast of Latest Solutions & Software
This session will explore how real estate investment and asset management teams are approaching technology adoption beyond core systems, including analytics, portfolio tools, and emerging AI use cases. We’ll compare what firms mandate versus leave flexible, across property managers, LP/GP structures, and ownership types, and discuss whether technology is supported by dedicated internal resources or driven organically by teams.

Session Leaders:

• Rob Boydston, Managing Director, Head of Equity Asset Management, Walker & Dunlop Investment Partners
• Rory Ingels, Director, Head of U.S. Real Estate Asset Management, Equity Private Markets, BlackRock

11:15am Break

11:30am Buy, Hold, Sell: The Nuts and Bolts of Analysis
In a fluid market where it is increasingly difficult to deliver consistent outperformance, asset level hold or sell decisions have meaningful portfolio consequences. This interactive session will examine the internal processes, approval frameworks, and key metrics firms use to evaluate whether to recycle capital or continue to hold, including a redacted sample analysis for peer discussion. Attendees will walk away with practical ideas and alternative analytical lenses to strengthen the recommendations they bring forward within their organizations.

Session Leaders:

• Patrick McLaughlin, Co-Portfolio Manager & Head of Asset Management, Direct Real Estate, Fidelity Investments
• Eric Lind, Managing Director, PCCP

12:30pm Lunch

1:30pm Role Clarity: Structuring an Asset Management Department
As asset management platforms scale and evolve, firms continue to grapple with role clarity, team structure, and accountability. This interactive session explores how organizations are structuring asset management teams, defining responsibilities across the investment lifecycle, and allocating resources across asset types and markets. Through peer discussion and live polling, participants will benchmark approaches, surface trade‑offs, and leave with practical perspectives to assess whether their current structure is fit for purpose.

Session Leaders:

• Jake Lewis, Head of Asset Management, GEM Realty Capital
• Carly Miller, Managing Director, Head of U.S. Asset Management, PGIM

2:30pm Break

2:45pm Constructive Tension: Strengthening Alignment Between Acquisitions & Asset Management
How do firms intentionally cultivate constructive tension between acquisitions, operations, and asset management teams to drive stronger investment performance? We’ll examine how structured feedback loops, from underwriting assumptions to in-year operating results, create accountability and sharpen decision-making across the deal lifecycle. Attendees will discuss whether and how their companies implement these processes, how often they meet, who leads the conversation, what the meetings cover and, most importantly, how they translate insights into measurable improvements.

Session Leaders:

• Nicole Brickhouse, Managing Director, Capital Markets & Multifamily Portfolio Management, Continental Realty Corporation
  
• Joseph Mancuso, Managing Director, Head of Asset Management, New York Life Real Estate Investors

3:45pm Meeting Adjourns

COMMITTEE

Co-Chair: Sean Daly, American Realty Advisors

Co-Chair: Eric Lind, PCCP

Anil Erdem, BGO
Rory Ingels, BlackRock
Nicole Brickhouse, Continental Realty Corporation
Patrick McLaughlin, Fidelity Investments
Jake Lewis, GEM Realty Capital
Brandon Cohen, Harbert Management Corporation
Joseph Mancuso, New York Life Real Estate Investors
Carly Miller, PGIM
Rob Boydston, Walker & Dunlop Investment Partners

PAST AGENDAS

2025

2024

2023

2022

2021

2020