Capital Markets: The Impact on Transactions & Valuations
Connect with colleagues at this breakfast on the macro and micro economic themes that are impacting valuation and transaction activity across all real estate classes. Executives from a public REIT, private real estate development, and funds who manage REIT portfolios will speak to market activity.
This discussion will include the impact that capital market activity is having on the public markets for REITs, and in the private markets across equity and debt.
- How developers are getting comfortable with risk across asset classes and markets.
- Why access to public markets can provide both opportunity and risk to expand a portfolio.
- Private market real estate acquisitions, development starts and financing activity, and how those compare to the great financial crisis.
- How dislocations in public and private market valuations for REITs and private market deals are driving growth in some sectors (technology, healthcare) and headwinds in others (retail, lodging).
- Coming out of the pandemic, the distinction between growth asset classes (industrial, healthcare, rental housing) and those facing structural headwinds.