7:30 AM
9:00 AM
1h 30mnetworkingHarbor BallroomMorning Networking Breakfast
Doors open at 7:00 AM. Badge scanning goes live at 7:30 AM for early check-in. This is more than a continental breakfast — it's the first real opportunity to connect with the 1,000+ investors, brokers, developers, and capital partners attending the Summit. Tables are loosely organized by investment focus: residential and multifamily near the windows, commercial and industrial along the center aisle, development and construction near the buffet, and capital and lending at the back. Grab a name tag insert from registration and add your primary asset class so others can find you. First-time attendees are encouraged to arrive by 7:30 AM sharp — a structured introduction period runs 7:45–8:15 AM, organized by investment focus. Summit staff will facilitate introductions and help you identify the right tables. After 8:15, breakfast is open networking through the start of the Opening Keynote at 9:00 AM. Coffee, juice, pastries, and a full hot buffet are provided. Dietary accommodations available — see Summit staff at the buffet station.
networking188 / 300 seats9:00 AM
10:00 AM
1hkeynoteHarbor BallroomOpening Keynote: The State of Real Estate 2026
The real estate market of 2026 looks nothing like 2021 — and that's both the problem and the opportunity. Maria Rodriguez, CEO of PropInvest Capital and one of the most-tracked voices in institutional real estate investment, opens the Summit with a comprehensive, data-driven read of where the market stands and where it's headed. Drawing on PropInvest's proprietary transaction database (400+ closed deals), LP sentiment surveys across 80 family offices and institutional investors, and macro rate cycle analysis from their in-house research team, Maria walks through the key dynamics shaping investment decisions today: where cap rate compression has actually reversed, which asset classes are absorbing the interest rate normalization shock best, how the bid-ask spread is finally closing in select markets, and what the forward opportunity set looks like across residential, multifamily, commercial, and industrial. This isn't a market cheerleading session. Maria is known for telling investors what she actually sees, not what sounds good on stage. Expect frank assessments of which markets are still overpriced, where the denominator effect is forcing institutional rebalancing, and where patient, contrarian capital is quietly building positions for the next cycle. All attendees receive the State of Real Estate 2026 data deck via the conference app during the session. 1.0 CE credit.
Maria Rodriguez
market-trendsinvestmentmacro188 / 300 seats10:30 AM
12:00 PM
1h 30mpanelPacific Room BPanel: Raising Capital in a Higher-for-Longer Environment
After more than a decade of near-zero interest rates, the capital-raising environment of 2025–2026 requires a fundamentally different playbook. Family offices are more selective. Institutional LPs are sitting on overallocations from the 2021 vintage. And the deals that used to sell themselves need a much more compelling thesis to close. This panel brings together active GPs and fund managers who are still raising — and closing — in this environment. They share the unvarnished version of what's working and what isn't, without the spin. Key discussion topics: how to position your fund when your 2021 or 2022 vintage returns are underwater; what family offices are actually looking for in a GP relationship in 2026 (it's not the deck); the investor-relations cadence that builds LP trust before the ask; preferred equity and debt structures that are closing when equity raises stall; how to compete with larger GPs for the same LP capital; the role of co-investment rights in attracting anchor LPs; and real stories of raises that almost failed — and why they didn't. This is a practitioner panel, not a theory session. Every panelist is actively in market in 2026. Moderated Q&A with audience questions accepted throughout the second half. 1.5 CE credits.
Robert Tapia
David Chen
capital-raisingfinancelp-relations57 / 80 seats10:30 AM
12:00 PM
1h 30mworkshopPacific Room AWorkshop: 1031 Exchange Fundamentals — Defer Taxes, Grow Faster
The 1031 like-kind exchange is one of the most powerful tax deferral tools available to real estate investors — allowing you to sell appreciated property and reinvest the proceeds without triggering capital gains tax. But it's also one of the most unforgiving: miss a deadline by a day, choose the wrong intermediary, or misunderstand the boot rules, and you've created a six-figure tax bill you didn't need. CPA and Certified Exchange Specialist James Okafor has structured over 800 exchanges totaling $2.3 billion in deferred capital gains. In this 90-minute workshop, he walks through the complete exchange lifecycle with the clarity of someone who has seen every variation — and every mistake — across 20 years of practice. Topics covered: the 45-day identification rule and how to use all three identification methods strategically; the 180-day exchange period and what closes it early; how to choose and vet a Qualified Intermediary; understanding boot — cash boot vs. mortgage boot — and how to structure around it; the debt relief rules and why they catch so many investors off guard; partial exchanges and how to calculate the taxable portion; Delaware Statutory Trusts as a replacement property strategy; and the top five mistakes James has seen kill exchanges at the last minute. Attendees receive a 1031 Exchange Checklist and a QI Vetting Scorecard. Bring your deal scenarios — a live Q&A segment lets James work through real cases submitted via the conference app before the session. 1.5 CE credits.
James Okafor
tax1031-exchangestrategy69 / 80 seats10:30 AM
11:30 AM
1hpanelCoronado SuitePanel: Women Leading in Commercial Real Estate
Women represent a growing share of real estate professionals — but senior investment roles, fund leadership, and principal positions still skew heavily male. This panel doesn't rehash the statistics. It goes straight to the strategies that are actually working for women who have built real authority in this industry. Maria Rodriguez (CEO, PropInvest Capital — $400M fund) and Priya Nair (General Partner, PropTech Ventures — 40+ portfolio companies) join senior CRE professionals to share what the path actually looked like: the sponsors who made the difference (not just mentors), the moments where they chose to stay in rooms that weren't built for them, and the specific tactics they used to get taken seriously when the default assumption worked against them. Topics include: building credibility in deal rooms; how to cultivate sponsorship vs. mentorship; negotiating carry and equity in GP structures; what institutional LP diversity requirements actually mean for emerging managers; building teams that retain women as they advance; and what male allies in this industry should actually be doing — specific, actionable behaviors, not performance. This session is for women at every stage of their CRE career, and for the men who want to be genuine allies. Audience Q&A runs the final 20 minutes. Limited to 40 attendees. 1.0 CE credit.
Priya Nair
diversityleadershipcommercialSOLD OUT1:00 PM
2:00 PM
1hkeynoteHarbor BallroomKeynote: PropTech 2026 — How AI Is Rewiring Real Estate Operations
The first generation of PropTech promised to transform real estate. Most of it didn't. The second generation — built on foundation models, large-scale training data, and actual integration with property management workflows — is delivering on that promise in specific, measurable ways. Priya Nair has a front-row seat: as General Partner at PropTech Ventures, she has evaluated over 400 companies and invested in 40+ across the property management, underwriting, leasing, and construction stacks. In this keynote, Priya shares the investment thesis behind the AI applications generating the most measurable ROI for operators in 2026: AI-powered lease abstraction that eliminates manual paralegal review; dynamic rent optimization engines using hyperlocal demand signals and adjusted seasonality to price STR and multifamily units in real time; predictive maintenance systems reducing unplanned equipment failures by 30–50% across large portfolios; AI-assisted underwriting compressing due diligence cycles from 30 days to 72 hours; and computer vision tools automating property inspection reporting. Priya also addresses the hype directly — the AI categories she has passed on and why. The products with flashy demos that don't survive contact with real property data. The LLM-wrapped tools that are one fine-tuned model away from being commoditized. She will name categories (though not companies). Attendees receive Priya's 2026 PropTech Landscape Map, organized by category maturity, ROI evidence, and integration complexity — available in the conference app during the session. 1.0 CE credit.
proptechaitechnology390 / 500 seats1:00 PM
2:00 PM
1hpanelCoronado SuitePanel: San Diego Market Deep Dive — Local Opportunities in a High-Cost Market
San Diego is one of the most expensive real estate markets in the country — and one of the most resilient. Military-adjacent demand, constrained coastal supply, strong job fundamentals in biotech and defense, and a population that keeps growing despite the cost have kept the market outperforming even during periods of national softness. But 2026 looks different. Mortgage rates have reshaped the buyer pool. Short-term rental regulation is tightening from Ocean Beach to Pacific Beach. Cap rates have moved. And the submarkets that were outperforming three years ago aren't necessarily the same ones to watch today. Three operators actively deploying capital in the San Diego metro share their current thesis: which submarkets are still showing real rent growth; why East County and North County multifamily fundamentals remain compelling despite high prices; how San Diego's STR regulatory environment is creating opportunity for operators who get permitted correctly; construction cost realities for infill development in the current environment; where they're finding off-market deal flow; and what institutional money is doing in San Diego right now. This is a local practitioner session — not the macro talking points you can get from a CBRE report. Limited to 40 attendees for a focused discussion format with substantial Q&A. 1.0 CE credit.
Marcus Webb
san-diegomarket-analysislocal35 / 40 seats2:15 PM
3:45 PM
1h 30mworkshopPacific Room BWorkshop: Building Your Investment Team — Who to Hire and When
The transition from solo investor to team-based operation is one of the most consequential — and most often botched — inflection points in a real estate career. Hire too early and you're carrying overhead that kills your returns. Hire too late and you miss deals, make mistakes, and burn out. Hire the wrong person and you spend 18 months recovering. Marcus Webb (Principal, Vantage Development Group — $280M in active projects) and David Chen (Managing Partner, Chen Capital Partners — $150M+ raised) have both built teams from scratch. More importantly, both have made expensive hiring mistakes and are willing to talk about them on stage. The session covers the full organizational evolution of a real estate business: the exact point at which each role makes financial sense, with a simple model to run the math on your own deals; how to structure compensation for deal sourcers, asset managers, and acquisitions analysts; when to bring legal, construction management, or property management in-house vs. outsourcing; how to write a real job description for a real estate role; interviewing for operators vs. analysts vs. relationship-driven roles; culture and retention in a commission-driven business; and the specific hiring mistakes Marcus and David each made — including one that cost each of them six figures before it was resolved. This session is most valuable for investors with $5M–$50M in AUM who are actively scaling. 1.5 CE credits.
team-buildingoperationsmanagement48 / 80 seats2:15 PM
3:45 PM
1h 30mworkshopPacific Room AWorkshop: Syndication Structures & Legal Frameworks for New Sponsors
Real estate syndication is how most operators scale beyond their own capital. But the legal structure underlying a syndication — the securities offering, the operating agreement, the waterfall, the LP protections — is complex, consequential, and often misunderstood by first-time sponsors. Get it wrong and you're either violating securities law or giving away more economics than you needed to. Angela Park is a real estate attorney at Park & Associates LLP with over $1 billion in represented transactions, recognized by California Super Lawyers. She has structured hundreds of Reg D offerings and seen what happens when syndicators skip corners. This workshop is the legal education most sponsors wish they had before their first raise. What's covered: the legal distinction between a private placement and a public offering; Reg D 506(b) vs. 506(c) — who can invest, how you can market, and when each is appropriate; what a Private Placement Memorandum needs to contain and what makes a PPM actually protective; operating agreement structures — member-managed vs. manager-managed, voting rights, and what LPs should be asking for; waterfall structures — preferred returns, catch-up provisions, and equity splits; LP consent rights that matter in a downturn; and the most common structural mistakes Angela sees from first-time syndicators that create problems at exit or during a capital call. Attendees receive an operating agreement term sheet template and a Reg D offering checklist. 1.5 CE credits.
Angela Park
syndicationlegalfund-structure72 / 80 seats4:00 PM
5:30 PM
1h 30mworkshopPacific Room AWorkshop: Underwriting Multifamily Deals — A Live Deal Review
This isn't a presentation about underwriting. It's a live underwriting session using a real deal submitted by an attendee — on screen, in real time, no pre-rehearsed answers. David Chen (Managing Partner, Chen Capital Partners) works through an attendee-submitted multifamily acquisition opportunity using the same underwriting model Chen Capital uses to evaluate every deal they consider. The deal is selected in advance from submissions received in the conference app by June 10. The submitting attendee remains anonymous; the deal details are shown and worked through live. What David covers as he underwrites the deal: reading and stress-testing the rent roll; setting market vacancy and credit loss assumptions based on submarket data; building a renovation cost estimate and modeling the value-add premium; structuring the debt and how different loan terms change the deal math; running the waterfall — preferred return, equity split, and LP/GP economics at different exit scenarios; sensitivity analysis on exit cap rate (the assumption that kills the most deals); how to present a deal honestly to LPs when the numbers are close; and what makes him pass at the end of the analysis. To submit your deal, use the 'Submit a Deal' feature in the conference app by June 10. Include T12 financials, rent roll, purchase price, and deal thesis. Selected deals are notified 48 hours before the session. 1.5 CE credits.
underwritingmultifamilyanalysis69 / 80 seats5:00 PM
7:00 PM
2hnetworkingGaslamp TerraceNetworking Happy Hour — Day 1
Wrap up Day 1 at the Gaslamp Terrace — four floors up with panoramic views of San Diego Bay, the Coronado Bridge, and the downtown skyline at golden hour. This is the Summit's signature networking event and the highest-rated session across all previous years. The format is structured for meaningful connections, not random mingling. Introductions are organized by investment focus: multifamily investors in the north section, commercial and industrial investors along the railing, development and construction near the bar, and capital providers and lenders at the center tables. Summit staff facilitate introductions for the first 45 minutes. After 6:00 PM, the event opens to free-form networking. A brief 'Deal Board' moment runs at 5:15 PM — five minutes where any attendee can stand and pitch a deal, a need, or a capital position in 30 seconds. Previous years have produced partnerships and closed transactions sourced directly from this segment. Light bites throughout the evening. Two complimentary drink tickets per attendee at check-in. Full cash bar available. The Terrace closes at 7:00 PM sharp.
networkingsocial99 / 120 seats