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q=dns/txt; t=1710425457; x=1710688257; X-HS-Cid: 1axe035yjgrldwdi80c4iabf6hxnrj7i9jdvpu List-Unsubscribe: , Date: Thu, 14 Mar 2024 10:10:57 -0400 From: Paula Henley Reply-To: events@iglobalforum.com To: andrew@sterlingcal.com Message-ID: <1710425286926.568b4daa-9f5b-46f0-9a01-d8935e020701@bf02x.hubspotemail.net> Subject: Exclusive Q&A with Derek Li/JD Paramount, MFO: Exploring Macro Trends Impacting Real Estate Investments MIME-Version: 1.0 Content-Type: multipart/alternative; boundary="----=_Part_7875603_1742137944.1710425321439" X-Report-Abuse-To: abuse@hubspot.com (see https://policy.hubspot.com/abuse-complaints) List-Unsubscribe-Post: List-Unsubscribe=One-Click X-Spam-Status: No, score=-0.2 X-Spam-Score: -1 X-Spam-Bar: / X-Spam-Flag: NO ------=_Part_7875603_1742137944.1710425321439 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: quoted-printable Join us for an in-depth discussion on real estate investments with Derek Li= . the 25th Real Estate Private Equity Summit - March 26, 2024 | New York REPE25 - Speaker Q&A (https://cHycy04.na1.hubspotlinks.com/Ctc/I5+113/cHycy= 04/VW176_6dGc3jW8PLd485nNrQ1V1-ywc5bG4_GMwF3S45n4LbW50kH_H6lZ3nGW1wNNtR7_Zq= LSW4SgvbH4C08FjN21S9GF6gnTBW81l7zj4DJb7gW7W3_bw5BFY5SMGtPbPY1zsHW8K-ynx8T_-= mpVwmkd27GtsHXW1svBjq3ly7-sW6_JgQQ5223pQW6YgPTm5wxM89W6r6_6F6s_qDLN4PSy04Pr= X0LW5nyv7r4XSdq3N8gtJcBNc83sW6RD7Xd5ZwVMzW6z-x-j5P359sW7Gtfrn4fCSWGW7yGkTv4= b7Pz3W74wD6t7PDSSvW473DzH7CMnN1N8rc6Y-Z_7vBVGd89C3tn-mKW7JZp1115r6c7W84rr9H= 2rSqSYW4JR0mf3ktn6_W12M0zS6FqGvQW50Tcdf4VYmGJN72t-dG52hvWW6WxNLZ6rjYr6W8sMC= 6r8bvRB3W1D_0Y37r7gSwdWCmpK04 ) In this speaker Q&A session with Derek Li (https://cHycy04.na1.hubspotlinks= .com/Ctc/I5+113/cHycy04/VW176_6dGc3jW8PLd485nNrQ1V1-ywc5bG4_GMwF3SHchLdMW69= vqxv6lZ3nSW3FYw_t4f0G9gW2LWWPx5fHzqsF2rDGjQ_HfXW99rqrw3-d3SkVR7HK-7hJSy2W2l= Nb724p-m-6VKMslr6bW5bHN3Q9K_QBsn3yW5JbMBp22gYp2N2tJ8WZwVD-hVDKLLy8fXyG7W7fS= 2Kj4fytQHW6DYcwC993hLyW4MkMv398ZMF7W40Rbwk2Q8FTSW374bbR12PGMzW3h2NJJ6vgWxCW= 4x9KT97RG8n2W7lLny_6qZYxkW7Xj1Wp9kXj2lW2J06kW7J9h_cW7WMJ0k2WYMt2W8YMx7D53vJ= VRW1dP81v6jcmz3W9lppBr4qfbsMW4r3MVQ7NzgXfW6lRfYp5r05FjVl5Z0D4vknlpW583nBy1_= KZ7nW56C9tV5nPKQGW1hBRhR3Fg6f0W7SyxGn6_qSpCW47ym088SFsFxN8CwH5sK9TbXW8YrR1J= 6X0hKjW18dWbt79bH3LW72ffc13yCRpFW7tG13x6LjqlMW8y3yc-35rKpQW1WszrZ7shgRyW7tF= LWp5hbv6VW2kHGy78MV7pHW7-4bPf57jCQ7W5qVYk55Vjm4rW4M-5Rd8ykH36W8YCTYS4dWybsV= J7Vzr3f7JlhW4Bs8cB2Yc_WPW1yzXV-5fSdgwW1DLy0Q4-zzqCW3Yrwj87x8BxlW65F5KW2XFtF= wVNhsvm6HFVNDW7n6z2X84FR1fW96BB887l7N9HW3Dd-tG7_xgbLW6GnzR4372ZLYW5hT2V26JW= sVwW7g2syd1yqC3fW2lrjS220cFpPVVKyh-34rFB7W7DZp4Y61SQZ6W3JmFj-3KbPFlW73S4r91= Sg989W1wczLn65l27KW72ZZhV80rxcGW8R1RZz1MyqrcVzTW72817rG4W2ZkTrZ2dN_6XW5BWBF= T7PbKvpW9dNzgJ6GtXMvN841wdvlpvyzV1X9FN3LDm0VW1QNNLS2Q9jVHW1kn1S-4cz97yW46wV= 7t2vb_26W5VPRMw1w7qtwW5-Z8316NbVXRVXNC4S2MGh_-W3WctG083NMyVN3b8005tqH_vN2CH= DlT6XP3cW8-CPnR5bWxKrW7GKvk68HdyKhf4gx_6804 ) , President and Managing Part= ner at JD Paramount, MFO, we delve into the impact of the current macroecon= omic environment on LPs' allocations to real estate and explore strategies = for navigating obstacles in CRE investments. Q: How is the current macroeconomic environment impacting LP=E2=80=99s allo= cations to real estate? Given the uncertainty around the path of inflation, tight credit conditions= and looming recession, many LPs are actively considering a full suite of r= eal estate strategies such as direct/fund, debt/equity, short term/long dur= ation, etc. in order to have more balanced and well-positioned real estate = portfolios, by limiting exposure to any particular asset class, strategy or= geographic location. Q: What are the top obstacles that LPs face when investing in CRE? The drying up of distribution is impacting our liquidity and our capacity t= o invest in real estate at this point. When values of assets that we hold i= n other strategies and asset classes drop, fund managers and real estate sp= onsors stop selling assets, so expected distributions curtail. We depend on= those distributions to meet funding obligations in other aspects of our po= rtfolio. Moreover, we are in the middle of the price discovery phase now. With the o= ngoing shortage of credit, depressed pricing for real estate assets, and $3= trillion of outstanding CRE loans maturing over the next few years, we rem= ain cautious about our real estate allocations. Q: Which geos, sectors, asset classes, and fund sizes do you feel LPs will = be mostly actively allocating to in the CRE space in 2024? I see many LPs actively participating in the Real Estate secondaries market= due to a few advantages that it provides, such as liquidity and discounts.= Also, downward pressure on underlying property values and little room for = refinancing has created a wealth of opportunities for private debt in CRE. = Lastly, markets such as Miami, Houston, and Nashville still remain attracti= ve to many LPs because there are investment opportunities there that provid= e very attractive risk-adjusted returns for strategies such as preferred eq= uity, private debt, value-add in residential housing, logistics, and data c= enter. Q: Why will you be speaking at iGlobal Forum=E2=80=99s Real Estate Private = Equity Summit in NYC on March 26? I want to show support and demonstrate that real estate is robust and resil= ient by offering insights into the dynamic landscapes of real estate invest= ment. There are plenty of attractive investment opportunities out there reg= ardless of what geopolitical and socioeconomic conditions might be, as long= as all stakeholders in real estate remain vigilant and willing to adapt th= eir strategies to meet changing needs and trends in real estate. Amidst uncertainty, LPs are strategically diversifying their real estate po= rtfolios to mitigate risks and seize emerging opportunities. By understandi= ng the dynamics of CRE investments, adapting to market trends, and leveragi= ng insights from industry experts, stakeholders can navigate through evolvi= ng macroeconomic landscapes and harness the resilience of the real estate s= ector for sustainable growth. Join us at the 25th Real Estate Private Equit= y Summit in NYC on March 26 (https://cHycy04.na1.hubspotlinks.com/Ctc/I5+11= 3/cHycy04/VW176_6dGc3jW8PLd485nNrQ1V1-ywc5bG4_GMwF3S45n4LbW50kH_H6lZ3mvW923= bJ45Qyqm4W5jvdZN287MzsW7cJk3k8CRYpfW6_LK912lJhfcW7mwrkq64fY1NW4_1M0Z5TRYwqW= 4mHB7V6YVtF6W3w1wh-5SKJWYW2rKGnV48ymDDW2Wb9R72PC01pW9dgSf87PMm3HN2yw_pCVfxD= rN3Rvm7_njkN2W56Zq2W9bmDmQW72k4Jx7vdSKXW4Z3TXx7XnJVTW436P5B7sK527W1V3GF41wX= c_KW7pHyD249zcNgW49yGDj5jY8csW5V_hrL7zShRfVJHtDG6WN03GW823dTt98sncXW7CZ0PK5= t0L1PW4vr6kw6GPrzhW1TGWyn1DT1kSW9ddNtv82synkW95ZpQL4k5H0fW3k6yKs52Ls2QW5fzQ= 5J4lXl3jMDhwBxt77GYW78dzVh2MWrj1f7JgYyv04 ) to gain valuable perspectives = and strategies for success in real estate investing. Register Today (https://cHycy04.na1.hubspotlinks.com/Ctc/I5+113/cHycy04/VW176_6dGc3jW8PLd4= 85nNrQ1V1-ywc5bG4_GMwF3V83pyd0W95jsWP6lZ3nTW1y9mhq84C-QdW8YQzGf1F28x2V47nRq= 7QGKywW1wgsbV6VvWctVkY6Tk9lZ7JJW1CvvKY1Pwd6VW7c6xXb7NWpr-W5wvBZY6mFzWfW6YgN= Jb5Zxx8TW3DprM64j8cf9N6RZHJ77GCx_W2kXBZ-6nkH4yW4ZQ-1q3bw6LpW72Xd9q9j6jY9Mmh= ptHkDVCPW1qtDhN4kCgpbW4VmshM5CqBbGW4jW5Yw3pxx9XW3X7yFW27DSrCN8RcRrYs8n_XW5j= FvSc7k80YKW8Y6zct1W4ZmWVXPVXF5wQLbdW5QkPbl7PY8x7N4VqgPQhCMbLW71MmqX3TyB_5W8= 0RyYG53fmg5W8Kz5Yx8xnbCwW8N5Vpk4YC4CkW49xKmL91-8LCf4pVS0-04 ) We look forward to seeing you at the event! Kind regards, Paula Henley iGlobal Forum www.iglobalforum.com (https://cHycy04.na1.hubspotlinks.com/Ctc/I5+113/cHycy= 04/VW176_6dGc3jW8PLd485nNrQ1V1-ywc5bG4_GMwF3Tg3gVDYW7lCdLW6lZ3l4W8dZYb75sXx= LkW3bRmxy65bR_DW5D6bsk1DFyvSVCGgJv3gtjhNMKDq4Pb96RvW5B1WmJ6nS3sdW5_wrYz8sfV= PzW3rNbYc64d7RNW36FcCG5QWgjxN6NqtHhs6B_qN6dndL4HTvsfW5DV5yz94_2ztVfwcDC8BZD= vkW8W43fs4557jRW50Jn_35Gf-9cW2Gvn6L2w0V-1W32TdG-4wmKCPW61BXb-2Qh161W8pXsBs3= tdq__W9j0ZQ85qHtRGW5G7XVS5g949hW3rMMbJ1pjlzTN5tD1W7VFpjDW1d4R858T25ksf4WypM= H04 ) Date & Time March 26, 2024 Download to calendar (https://cHycy04.na1.hubspotlinks.com/Ctc/I5+113/cHycy= 04/VW176_6dGc3jW8PLd485nNrQ1V1-ywc5bG4_GMwF3Sn5n4LbW5BWr2F6lZ3lPW3m8TyW9k6_= PwVMkKh05zbkgzW1bYm8s8kYQf_W6Ym7PY8fNCdDW7HXGLs318PYpN4mbPjkRt7j0W3jfGft61B= bC4W6hTGFY36_3YfW4YjHt_17KBM3W7V332R3YqfBWN6qx_1Kp1j7fM_45CS4Tjr2W3cSTRG7-h= P1hW4pB-Ws9fSnyMW887cs292JFZZW63wq5g78-CknW27N9fH1Sdl_0W3KKfL-5nRGWJW4QrjmT= 6vp8dmW7yR-2h6ZtRW9Mflnm1fvp-TW7-x__p4fbCN5VPjRDP1S2b8WW57LDnD8G1X17W7PMGHR= 8wQ33SW7VxmQS7vCnrQW4dSwvy4W7c51W6r4mCy112_mhVgGj2540Ss1HW4SJ78_8gY_kMW6tkb= y76DJh8RN48kc7KWk5VXW6hPfx36FrkpKW40fQdz8dz0-Lf3k1t4x04 ) Location @Ease (https://cHycy04.na1.hubspotlinks.com/Ctc/I5+113/cHycy04/VW176_6dGc3j= W8PLd485nNrQ1V1-ywc5bG4_GMwF3TT3pyd0W8wLKSR6lZ3ltW595NBh3JskxSVqsnL-2Nwn9yW= 1pbtxY23Pt7GW5D5cPz5_GzszW2m2kvP4hhjZgN2zX5t5vgNNhW20fZC75wv3h5W2CFcwM6FDJN= QW3nHBwC1kd5r3VHMDYV4137qfMMFw2ry6RW7Vf0pmt3kH2V4W4F8-qN4KcfrRN1F3fwdPNngJV= jzGD51ytDZWN54dJ43YpTKnN6SrQrmB0HyrN3Cqr_Qd5W1QW1jnWhs1xfKZBW8wMgwb43W454W4= jsjV67tgyGVN40tjBTh74-4W48LyGz3Qgvh9W7RKlz-2fXTqbN4wrjRHrzLPwW3kYsr52kBwQGW= 4MhHvl5fxfG5W2px-BS4vzmbPf5RBRhz04 ) , 1345 Avenue of the Americas, Concour= se Level, 1345 6th Ave, New York 10105 LinkedIn (https://cHycy04.na1.hubspotlinks.com/Ctc/I5+113/cHycy04/VW176_6dG= c3jW8PLd485nNrQ1V1-ywc5bG4_GMwF3TT3pyd0W8wLKSR6lZ3mHW6--KTp7zX46jV_ZWfQ15Mp= GPW8rcKNf829sC_W3BHx5P5t5wJLW1JyHhK1brZL1W45LgXM3XgQg-W6WlTPh2B8VBsW75T1l76= HgR4vW7LGGpr7tFvpYW12Qxnc4tR1CvN92K8bNJdbJKW3TPWjR8y3qd_W26Xg6n3wgYLRW2xrkg= 95nth6QVJNRFx1P5RpFW6SpTKt5rswX_W6TYds55LBDC2W6bpn5D1FdRYHW2HCNN41Mfv2lN8wp= D2NGvyT2W3vVY4q43YCCzW7BNSGl5WxCFfW44Nbwn454LyTW4GbXTl3W8n3KW4-wXLg3cBkbGW7= s3gqs8pMwg8W3mLm9b5-4vsPW6Rq89J75n68_f2tzS_z04 ) Facebook (https://cHycy04.na1.hubspotlinks.com/Ctc/I5+113/cHycy04/VW176_6dG= c3jW8PLd485nNrQ1V1-ywc5bG4_GMwF3TT3pyd0W8wLKSR6lZ3n0W3VLLPj2xbm6FW7kpYHZ32l= lXKW19PX_Z65L0zTVchSNb7C4fsYN4QKdQ6CmPGcW2mBLnR363CpyW4dR-tM2xdPvXW5sb0B42V= _pzMN61j-FJwrL58W53J9Fk4n7KXPW8wNYqh4jjBJQW4n-wHB20dLGhVCgKMx4Nl029W2j09n68= zKZxmW7pbkQS6stf22W1H41Wh9k-XfLW7JZK9m1WMr-nW5M2r2L8xdrz-W85StwQ7tPtGTN4fHp= q5JzrRsW4_B7tj2fmf2SW3rKjjl4FFrDHW3RZMnZ7NRsbLV_WMw65H3WmlN4T2SF7t2Bf4W5myv= 6X11ncW_W8l1-xd5g00KQW97rZDh1FcJh7f4Rt56W04 ) X (https://cHycy04.na1.hubspotlinks.com/Ctc/I5+113/cHycy04/VW176_6dGc3jW8PL= d485nNrQ1V1-ywc5bG4_GMwF3TT3pyd0W8wLKSR6lZ3ksW2y-1F52_F7NRW1yJ0jw6Nx-ZtW67r= gzm3Qp-RpW1Jzcl255xmw_W1bpMcF6QQhZSW2bV5jb7Wy60SW6s7qmp2KS8D2N4FsFqH_zG-4W6= D38hm52V2wtW2hDymy6ybwSdW1dWmgl6GnP1pN1q-8kcJ8nDxW40qF4-7MqKJ9N7gF0GlQPJmbV= cjr3P9dc3pqN3Wf9DpH1vCsW6-C7Sl6Y5s8fW6XBn6J1kkv6dVmKYRw650RDsW1Z2t7T52H87HV= -pwnd4Q5MpdW7cWlZm5M-f0RN6htGCBSfkR4N2N95JB9CYpfW6mLR7M6nVVfrW7XBBLd2pty8YW= 3BQH5D1s_5jZVC61lK458JLsf3JgNQP04 ) iGlobal Forum, 6 East 43rd Street, 19th Floor, New York,NY,10017,United Sta= tes of America, Unsubscribe/Manage Preferences (https://hs-5753891.s.hubspotemail.net/hs/pr= eferences-center/en/page?data=3DW2nXS-N30h-BsW4cJ2fs4pyNYtW1QxL1m4mksdmW3zg= z-_4kfZjTW4mHyC-3bhNQVW3GKVFh45Q239W3XMl5R38bG5vW3b5skq4fyMYXW3DZ_Tm1QDHVpW= 2TrYml30J_DRW3dzx7k3ZPFljW24WDJx2HsxQGW3CbgvV3_-l9NW3XZ8h53jwF_HW47lM0k2Tvq= pBW2qQS6Q21kwj5W3LGV9T2KskG1W2MFxTF3LS6FxW1VbQts25q3srW47nnkG41HQjwW2CYdFT2= y46-6W3F6DYY2vBK0jW34nYL_2p4BTFW2YsmZR41LLJ7W2WjG6Y3GYswJW3GKsrP1--9mNW2PsL= Mp2nFqtQW36gYQf2-MPWwW3Q-xJ92HTCHfW2MLZL-1Q0SvkW2Yx0fK3gbN25W2CZvMm4kctVbW1= N4L8V49S_74W2YgPZs2MwqmmW3SN7lG1_ndKfW3d85fv2RlH9cW3GJB6F1QljLMW3X_D_p2PQtQ= HW3_MMR-2vQ1h_W2vSZYG2KzwrdW43nkgS24W-S9W30D2RG3C6q5FW4rkVM53S_8mJW3VLg113N= QblgW36Dl3S1XbdRrW2zYr-M36wwdKf1Q9XWk04&_hsenc=3Dp2ANqtz-8OX9bYKMx9cB8NQCdu= -KDHnbNak-5ER3TlHJe3JgeIWHGbCx1D4du8PBxR63FdSpZsJeeO_3uLICXjWrP8YVkhK-t1Ww&= _hsmi=3D298213217 ) ------=_Part_7875603_1742137944.1710425321439 Content-Type: text/html; charset="utf-8" Content-Transfer-Encoding: quoted-printable Exclusive Q&A with Derek Li/JD Paramount, MFO: Exploring Mac= ro Trends Impacting Real Estate Investments =20 =20 =20 =20 =20 =20
Join us for an in-depth discussion on real estate investments= with Derek Li. the 25th Real Estate Private Equity Summit - March 26, 2024= | New York
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In this speaker Q&A session with Derek Li, President an= d Managing Partner at JD Paramount, MFO, we delve int= o the impact of the current macroeconomic environment on LPs' allocations t= o real estate and explore strategies for navigating obstacles in CRE invest= ments.

 

Q: How is t= he current macroeconomic environment impacting LP=E2=80=99s allocations to = real estate?

Given the uncer= tainty around the path of inflation, tight credit conditions and looming re= cession, many LPs are actively considering a full suite of real estate stra= tegies such as direct/fund, debt/equity, short term/long duration, etc. in = order to have more balanced and well-positioned real estate portfolios, by = limiting exposure to any particular asset class, strategy or geographic loc= ation.

 

Q: What are= the top obstacles that LPs face when investing in CRE?

The drying up o= f distribution is impacting our liquidity and our capacity to invest in rea= l estate at this point. When values of assets that we hold in other strateg= ies and asset classes drop, fund managers and real estate sponsors stop sel= ling assets, so expected distributions curtail. We depend on those distribu= tions to meet funding obligations in other aspects of our portfolio.

Moreover, we ar= e in the middle of the price discovery phase now. With the ongoing shortage= of credit, depressed pricing for real estate assets, and $3 trillion of ou= tstanding CRE loans maturing over the next few years, we remain cautious ab= out our real estate allocations.

 

Q: Which ge= os, sectors, asset classes, and fund sizes do you feel LPs will be mostly a= ctively allocating to in the CRE space in 2024?

I see many LPs = actively participating in the Real Estate secondaries market due to a few a= dvantages that it provides, such as liquidity and discounts. Also, downward= pressure on underlying property values and little room for refinancing has= created a wealth of opportunities for private debt in CRE. Lastly, markets= such as Miami, Houston, and Nashville still remain attractive to many LPs = because there are investment opportunities there that provide very attracti= ve risk-adjusted returns for strategies such as preferred equity, private d= ebt, value-add in residential housing, logistics, and data center.

 

Q: Why will= you be speaking at iGlobal Forum=E2=80=99s Real Estate Private Equity Summ= it in NYC on March 26?

I want to show = support and demonstrate that real estate is robust and resilient by offerin= g insights into the dynamic landscapes of real estate investment. There are= plenty of attractive investment opportunities out there regardless of what= geopolitical and socioeconomic conditions might be, as long as all stakeho= lders in real estate remain vigilant and willing to adapt their strategies = to meet changing needs and trends in real estate.

 

Amidst uncertai= nty, LPs are strategically diversifying their real estate portfolios to mit= igate risks and seize emerging opportunities. By understanding the dynamics= of CRE investments, adapting to market trends, and leveraging insights fro= m industry experts, stakeholders can navigate through evolving macroeconomi= c landscapes and harness the resilience of the real estate sector for susta= inable growth. Join us at the 25th Real Estate Private Equity Summit in NYC on March = 26 to gain valuable perspectives and strategies for success in rea= l estate investing.

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We look forward to seeing you at the event= !

 

Kind regards,

 

Paula Henley

iGlobal Forum

www.iglobalforum.com&nbs= p;

 

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Date & Time 

March 26, 2024<= /p>

Download to = calendar

Location

@Ease= , 1345 Avenue of the Americas, Concourse Level, 1345 6th Ave,

New York 10105=

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iGlobal Forum, 6 East 43rd Street, 19th Floor, New York,NY,10017= ,United States of America,

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