Opening Keynote: The State of Real Estate 2026
About this session
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.