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.

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

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

How LPs are reading debt in today's deals, and what separates disciplined use from a red flag.

What's actually clearing the bar for capital deployment right now, from waterfall structure to fee alignment.

Why broad market bets have given way to micro-location precision, and where capital is quietly finding conviction.

VP, Heitman

Head of Capital Markets, KBS

CEO, GP-LP Match

Director - Head of Private Wealth, Origin Investments

Moderator
Senior Producer, Bisnow