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Global Conference 2026

US Real Estate Reimagined: Capital, Credit, and the Technology Shift

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US real estate is undergoing a broad repricing as higher financing costs and constrained credit reshape valuations across sectors and regions. This discussion will explore where pricing is beginning to stabilize, how refinancing risk and lender selectivity are influencing transaction activity, and how debt markets are shaping the next phase of the cycle. It also will consider how AI and technology shifts, from evolving workplace models to rising data center demand and smart building efficiencies, are redefining asset performance and long-term capital allocation decisions. Where are investors finding conviction as capital, technology, and fundamentals begin to realign? 

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    Moderator

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    Carol Massar

    Anchor, Bloomberg TV and Radio

    Speakers

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    Russell Gannaway

    Co-head, Tactical Opportunities, PIMCO
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    Justin Kennedy

    Managing Partner and Co-founder, 3650 Capital
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    Julie Solomon

    Partner, Head of Real Estate, Ares Management
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    Michael Ungari

    Managing Director and Global Head, Real Estate, Strategic Value Partners