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Bet or Regret: Real Estate’s Next Winning Plays — A Tactical Investor Debate

In this high-energy session from the 28th Real Estate Private Equity Summit, two expert investor teams go head-to-head to tackle the biggest strategic questions shaping real estate in 2025. More than a debate, this is a tactical exploration of where to place bets, how to structure deals, and what plays will truly win in an unpredictable market.

Moderated by Marc Renard, Executive Vice Chairman and Executive Managing Director at Cushman & Wakefield, the conversation features Alex Bhathal, Founder & Executive Chairman of Revitate and Co-Owner of the Sacramento Kings, alongside Gray Layden, Managing Director at StepStone. Together, they deliver unfiltered insights drawn from real-world investing experience and market leadership.

Key themes include:

  • Opportunity Zones as a Catalyst: Unlocking tax advantages and structuring deals for maximum impact

  • Distressed Assets: Timing, risk, and recognizing true alpha versus value traps

  • Secondary & Emerging Markets: Separating genuine growth from hype in Tier 2 and Sun Belt regions

  • Capital Flows & Market Signals: Tracking where institutional money is actually moving — beyond the headlines

An unmissable episode for investors, developers, and fund managers looking to make confident, data-driven decisions in a market defined by volatility and opportunity.

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