There is no other stage in the world — tech or real estate — capable of convening this caliber of senior leadership. Join us for an unparalleled opening session, moderated by McKinsey & Company, featuring executive leadership from Prologis, Kimco, BGO, Vivmark Residential, and Brookfield, as they reveal the strategic blueprints driving the world’s largest real estate portfolios.

These five firms alone represent hundreds of billions of dollars in assets under management, spanning every major property type — logistics, retail, multifamily, data centers, and office. In this blockbuster opening panel, you’ll hear directly from the decision-makers running these industry-leading companies — from where capital is being deployed, to how it’s being managed and optimized once it’s in the ground.

This isn’t a theoretical outlook. It’s a first-hand look at the actual capital flows, underwriting shifts, and portfolio strategies shaping commercial real estate right now — from the investors, developers, and operators with the scale and the vantage point to know.

What you’ll learn:

The Capital Playbook — Exactly where the industry’s largest institutional players are deploying capital right now, and why
Sector Heat Map — Which asset classes are heating up, which are cooling down, and where the most significant contrarian opportunities lie
Navigating Market Shifts — High-level strategic playbooks for resilient, long-term portfolio performance across diverse asset classes
Reading the Signals — What these institutions are watching in the macro environment before committing new capital
Optimizing What You Own — How top operators drive performance and value from existing portfolios once capital is deployed

Moderator:
Vaibhav Gujral, Senior Partner, McKinsey & Co

Panelists:
Amy Price, Co-President, BGO
Carter Andrus, COO, Prologis
Ross Cooper, President & CIO, Kimco Realty
Pamela R. Thomas, EVP, Portfolio & Asset Management, Vivmark
Lauren Young, Managing Partner and Head of North America Office, Brookfield Real Estate