An abstract graphic of rounded lines forming a circle on a dark blue background. The lines are pink and blend into purple in an ombre circle, with just a portion of the circle showing on the screen. The graphic signifies the design of The Milken Institute's Global Conference 2025, an annual forum that brings together leaders from business, finance, and other fields to discuss economic and social issues.
Global Conference 2025

Opportunities in Global Real Estate

-

As the commercial real estate landscape evolves, investors must navigate a rapidly shifting environment shaped by economic dislocation and alternative financing strategies. This panel will explore how market leaders are capitalizing on distressed assets and real estate debt amid tightening credit conditions. With traditional lenders pulling back, new opportunities are emerging for private credit and other creative financing solutions. Experts will also examine the secular, structural, and cyclical shifts redefining office, industrial, healthcare, and AI-driven infrastructure developments, as well as the impact of de-globalization on real estate investment strategies. Panelists will provide insight into global real estate trends and how regional markets are adapting to economic shifts and investment demand. How can investors position themselves to take advantage of distressed commercial real estate assets? What long-term trends will have the greatest impact on global real estate investment over the next decade? 

    Moderator

    Image

    Carol Massar

    TV and Radio Anchor, Bloomberg

    Speakers

    Image

    Debra Cafaro

    Chairman and CEO, Ventas, Inc.
    Image

    Justin Kennedy

    Managing Partner and Co-Founder, 3650 Capital
    Image

    Andrew Smith

    Managing Director, Head of CRE Debt, Bayview Asset Management
    Image

    David Steinbach

    Managing Partner, Global Chief Investment Officer, Hines
    Image

    Barry Sternlicht

    Chairman and CEO, Starwood Capital Group