The USA Conference of the FondsForum has become the largest German event for institutional investor topics related to real estate in the USA. For this reason, and also due to the well-known experts, the USA Conference 2020 was a complete success. Despite the difficult conditions, over 120 institutional real estate investors and providers took part in the conference on September 22nd, 2020. Half met on site at Villa Kennedy in Frankfurt and the other half took part digitally, many of which were live from the USA. Brad Olsen from Atlantic Partners was present as the moderator from the USA and David Rückel from PIA Pontis confidently moderated the event in the conference room. Many well-known companies and their speakers were represented. Among other things, Dr. Peter Hayes, Global Head of Research at PGIM gave an overview on the US real estate markets and the development of the US economy. James Martha, Managing Director of Nuveen, presented the US housing market, as well as Glenn A. Sonnenberg, president and CEO of LaSalle Mortgage Real Estate Investors, gave an insight in the Hybrid Dept market.
Senior Vice President, Real Capital Analytics
President, Madison International Realty
Hubert O. Eisenack LL.M.
Tax Partner, Ernst & Young GmbH Wirtschaftsprüfungsgesellschaft
Managing Director, CrossHarbor Capital Partners LLC
Dr. Peter Hayes
Global Head of Investment Research, PGIM Real Estate
Senior Vice President for Private Real Estat, CenterSquare Investment Management LLC
Dr. Hans Wilhelm Korfmacher
Managing Director, WPV
Head of Portfolio Management, SOKA-Bau
Managing Director, Head of Housing Sector, RE, Americas, Nuveen
Head of Investor Relations & Germany / Managing Director, Principal Real Estate Spezialfondsgesellschaft mbH
President of Atlantic Partners and Chairman of the USA Conference
Partner, King & Spalding LLP
Vice President, Real Estate, StepStone Group
Founder & Managing Partner of PIA Pontis Institutional Advisors GmbH and Moderator of the USA Conference
Senior Managing Partner, Rockwood Capital, LLC
Glenn A. Sonnenberg
President, LaSalle Dept Investors, LaSalle Investment Management
Managing Partner at HEICO Investment and Initiator of the USA Conference
Founder & CEO, ICM Asset Management
Partner, Real Estate Deals Leader, PricewaterhouseCoopers GmbH WPG
Managing Director, Client Capital Management Europe, Clarion Partners LLC
Portfolio Manager, Investors Diversified Realty
I’ve been involved in many panels and presentations over the years. This one was among the most professionally handled of any. Well done!
Atlantic Partners, Ltd. is active in North America and Europe. It helps clients design and implement cross-border real estate strategies and is active in the movement of real estate capital in both directions across the Atlantic. The firm was established in 1995.
CenterSquare is a global investment manager focused on actively managed real estate and infrastructure strategies. CenterSquare is proudly management-owned with the team averaging 30+ years of experience across real assets. With approximately $11 billion in assets, CenterSquare is headquartered in Philadelphia with affiliate offices in New York, Los Angeles, London and Singapore.
Clarion Partners has been a leading real estate investment manager for over 37 years. Headquartered in New York, the firm maintains strategically located offices across the United States and Europe. With over $53 billion in total assets under management, Clarion offers a range of real estate strategies to its 350+ domestic and international institutional investors.
CrossHarbor Capital Partners LLC is a Boston-based alternative investment management firm with more than 25 years’ experience investing in over $15 billion of debt and equity commercial real estate transactions on behalf of a diversified and highly regarded community of endowments, foundations, public and corporate pension plans, financial institutions, family offices and sovereign entities.
EY is a global leader in assurance, tax, transaction, and advisory services. The insights and quality services we deliver help building trust and confidence in the capital markets. We develop outstanding leaders who team to deliver on our promises to all of our stakeholders. In so doing, we play a critical role in building a better working world for our people, our clients and our communities.
GTIS Partners is a leading real assets investment firm in the Americas, headquartered in New York with offices in São Paulo, San Francisco, Los Angeles, Atlanta, Paris and Munich. GTIS Partners has 86 employees and approx. $4.6 billion of gross assets under management. As a thought leader GTIS Partners pursues investments in the sectors residential, retail, industrial, office, hotel and infrastructure in U.S. and Brazil.
Formed in Munich in 2003, ICM began managing North American real estate on behalf of German family offices. ICM is now head quartered in Calgary, Canada and has ~$1 billion of AUM. With additional offices in Atlanta, Mexico City, as well as in Munich, ICM offers families and institutions an array of private investment opportunities focused on direct real estate in the U.S., Canada and Mexico.
Investors Diversified Realty (IDR) is a registered investment advisor focused on providing private real estate indexing solutions to institutional investors and advisors. IDR provides investors broad diversification and an indexing solution through an open-ended core real estate Index Fund that tracks the NFI-ODCE Index ($260B GAV). The firm is headquartered in Cleveland, OH and owned by its principals and USAA Real Estate Company.
Immobilien Zeitung (IZ) is one of the leading journals for the real estate industry in Germany. The weekly print edition is supplemented by the website www.iz.de and the daily newsletter ‘IZ aktuell’. Since October 2017, we bundle our know-how in the platform IZ Research. IZ Research contains, inter alia, an analytical tool for real estate and investment properties as well as for market and competitive valuations in Germany.
King & Spalding LLP is a leading international law firm, having offices across the U.S., with a strong focus on funds and real estate. Combining our first-class German real estate funds practice with our top-ranking U.S. real estate and tax platform, we have been advising the vast majority of German institutional investors and funds who have invested in U.S. real estate, on structuring, regulatory, tax and transactions.
LaSalle Investment Management is one of the world's leading real estate investment managers. LaSalle's diverse client base includes public and private pension funds, insurance companies, governments, corporations and endowments. LaSalle sponsors a complete range of investment vehicles including separate accounts, open- and closed-end funds, public securities and entity-level investments.
Madison International Realty was founded in 2002 by Ronald Dickerman with a focus on providing liquidity to real estate owners and investors. With offices in New York, London, Luxembourg, Amsterdam and Frankfurt, Madison has become a global leader in providing equity in class A real estate in the US, UK and Europe. Since inception, Madison has raised over $6.3 billion in capital commitments.
Manulife Investment Management, through its Real Estate arm, develops and manages commercial real estate for thousands of customers around the globe. Its portfolio includes over 58 million square feet of office, industrial, retail and multi-family space. Its Real Estate team also manages the space requirements and corporate use facilities for Manulife’s global operations.
Nuveen Real Estate is one of the largest investment managers in the world with $130 billion of assets under management. Managing a suite of funds and mandates, across both public and private investments, and spanning both debt and equity across diverse geographies and investment styles, we provide access to every aspect of real estate investing.
PGIM, the global investment management business of Prudential Financial, Inc. (NYSE), is one of largest real estate investment managers in the world, with more than $175.9 billion 1 in gross real estate assets under management and administration. It has a 140-year history of real estate lending on behalf of institutional and middle-market borrowers 2 , a 49-year legacy of investing in commercial real estate, and deep local knowledge of professionals across 31 cities.
Principal Real Estate is a top 10 global real estate manager1 providing access to capabilities across the spectrum of public and private equity and debt. Our in-depth market knowledge, experienced teams, and extensive connections across all four quadrants of the market, help us to offer investors the right investment solution for their needs.
At PwC, our purpose is to build trust in society and solve important problems. We are a network of firms in 157 countries with over 276,000 people who are committed to delivering quality in assurance, advisory and tax services.
An industry pioneer since 2000, Real Capital Analytics is the authority on the deals, players and trends that drive the commercial real estate investment markets. RCA delivers timely and reliable data with unique insight into market participants, pricing and capital flows. The most active investors, lenders and advisors depend on RCA’s market intelligence to formulate strategy and execute deals.
Rockwood Capital is a real estate investment management firm founded in 1995 that provides equity capital for the repositioning, recapitalization, development and redevelopment of residential, office, research and development, retail and hotel space in key markets throughout the US. Rockwood and its principals have invested on behalf of their clients approximately $30 billion of real estate through commingled funds and separate accounts.
Schulte Capital is a real estate investment boutique that invests direct and indirect in Germany, Mexico and the USA. We provide structured, cross-border capacities in the field of real estate investment management and asset management. The company´s key purpose is the creation of sustainable investments via the acquisition of off-market investments and the realization of value added potential.
THOMAS DAILY is one of Germany's leading information providers in the commercial property sector and is part of the globally active CoStar Group. The market intelligence tool TD Premium offers news, project data, transactions, market data and company news. The industry newsletter TD Morning News informs more than 27,000 real estate professionals daily and free of charge about the latest news of the day.
Leading event in Germany for investment US real estate
For each year's conference, the organizers assemble an impressive group of experts on various sectors of the US real estate markets. All speakers are real estate experts and come from the US. They share their insights and forecasts through a series of focused presentations, culminating in a closing panel which discusses opportunities and strategies for investing in the US this year and beyond.
Participants have the opportunity to interact with investors and investment managers. Therefore, the conference begins with an opening reception and continues through the next day with specific sessions.
Brad Olsen, President, Atlantic Partners, Ltd.
With more than 35 years of experience, Brad is one of the leading experts on European investment in the US real estate markets. He has assisted open- and closed-end fund managers, pension funds, insurance companies and family offices in creating and implementing investment strategies. In addition, he has worked with leading US real estate investment managers. He is serving in the role of Conference Chairman and has assisted the organizers in developing the Conference program and will help ensure that participants get maximum value out of it.