Innovative lawyers with the real estate and corporate experience to maximize your capital raising and investment strategies.
Seyfarth Sessions
Our subject matter experts are proud to join the roster of moderators and panelists at the forum.
When: Wednesday, January 21, 2026 8:25am - 9:15am
Panelist: Dustin Lauermann
Panel Description:
US real estate investors are recalibrating strategies in light of a post-election policy reset, moderating but uncertain Fed signals, significant changes in regulatory and public policies, and shifting demographic and labor dynamics. Insurance and climate risk are creating unexpected headwinds, while migration trends continue to reshape where capital and tenants flow across regions.
- How are evolving US trade policies and tariff structures influencing capital flows, investor confidence, and regional investment strategies in 2026?
- How will Fed policy in early 2026 shape investment activity?
- How are shifts in Fed policy influencing valuation models and deal underwriting?
- How might the appointment of a new Federal Reserve chair after May 2026 influence real estate markets, financing conditions, and investment strategy?
- Which regulatory and fiscal changes post-election carry the biggest weight for CRE?
- How are migration and labor trends influencing market demand?
- How do these trends intersect with supply chain reshoring into the US and Mexico?
- Where are insurance and climate costs altering underwriting assumptions most?
- How are regional banks adjusting their CRE lending portfolios?
- Which US markets are most vulnerable to valuation swings in 2026?
- Which regulatory and public policy shifts—across taxation, foreign investment, and climate mandates—are most likely to reshape fund-level strategy and underwriting assumptions?
When: Friday, January 23, 2026 8:45am - 9:30am
Moderator: Stacy Paek
Panel Description:
Workout playbooks from past downturns provide useful guideposts, but today’s mix of high rates, geopolitical uncertainty, and insurance cost spikes require new approaches. Restructuring is rarely one-size-fits-all; timing, counterparties, and loan structure all matter. Understanding what’s different now is crucial for navigating the next 18 months.
- When does restructuring make sense—and when does it only delay the inevitable?
- How do lender and borrower profiles affect restructuring outcomes?
- What’s the process and timeline for initiating negotiations with lenders?
- Which parties and expertise are essential in a workout today?
- What lessons from past recessions remain relevant—and which no longer apply?
- How do rising insurance premiums and caps alter the math?