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What was covered

Multifamily's shifting fundamentals
Why sentiment is lagging the data, and what the supply-to-demand picture looks like heading into the back half of 2026.

Asset class rotation
How capital has moved across industrial, retail, and alternatives — and which sectors are still offering favorable deal terms.

The rise of credit in the capital stack
How LPs are reading debt in today's deals, and what separates disciplined use from a red flag.

GP track record and deal quality
What's actually clearing the bar for capital deployment right now, from waterfall structure to fee alignment.

Geography and hyper-local underwriting
Why broad market bets have given way to micro-location precision, and where capital is quietly finding conviction.
About the speakers

Jacob Anderson
VP, Heitman

Sondra Wenger
Head of Capital Markets, KBS

Aleksey Chernobelskiy
CEO, GP-LP Match

Michael O'Shea
Director - Head of Private Wealth, Origin Investments

Will Follett
Moderator
Senior Producer, Bisnow

