Hosted by Thesis Driven
Bringing institutional-quality real estate sponsors to the private wealth market.
Real estate capital is moving from institutions to individuals. The advisors who hold those relationships are in the strongest position they have ever been.
Sponsors that once raised from institutions are building relationships with advisors and the families they serve.
Access, diligence and trust all run through the advisor. Sponsors need you more than ever.
Fees that once went to banks and placement agents are moving to the channels that control the client. Advisors are positioned to capture them.
Seven operators and fund managers presenting live opportunities across tax-advantaged, income and growth strategies.
Institutional-backed manager focused on OZ 2.0 investing for taxable investors.
Tax-deferred real estate for investors with money in motion.
A multifamily REIT built for income-oriented private wealth investors.
Single-family rental communities built and operated at scale.
A new fund investing in self-storage, structured for private wealth.
Student housing in top college markets, with a live deal on the table.
A next-gen bathhouse and wellness concept expanding across major markets.
Beyond the pitches, we’ll cover the trends shaping how advisors and investors allocate to real estate next year.
What changes in 2027, how rural opportunity funds differ, and who the new rules help.
Where money in motion goes when a client sells a business or a property.
How advisors can capture the fees that are moving from banks and placement agents to private wealth channels.
Evergreen and semi-liquid vehicles, minimums, and what advisors can put on a platform.
What institutional-quality means: track record, alignment, reporting and fee structure.
Where each strategy fits in a client portfolio as rates and cap rates settle.
Draft schedule, Wednesday, December 9, 2026.
Drinks and Los Tacos No. 1 as you arrive.
Opening remarks and the state of private wealth in real estate, including OZ 2.0.
Each sponsor presents an investment opportunity in three slides across tax-advantaged, income and growth strategies.
A short conversation on how advisors position to monetize the shift.
Open bar, open conversation until 8:00.
Tacos from Los Tacos No. 1 and an open bar, all evening.
Seats are limited and curated. We review every application and confirm by email.
Applications are reviewed individually. Attendance does not guarantee a seat.