Finance & Banking

Real Estate Family Office & Private Wealth West

Starts in 7 months

Real Estate Family Office & Private Wealth West 2027 runs Jun 3–4, 2027 at Waldorf Astoria Monarch Beach Resort in Dana Point CA, United States. It is a Finance & Banking conference. ConferenceGrid lists 52 speakers, 41 sponsors and 36 sessions so far.

Lineup updated Oct 11, 2026 · dates verified Jul 14, 2026

Connecting capital with real estate deals

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52Speakers
41Sponsors
36Sessions
74Companies · in total

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Speakers

Programmed at Real, in alphabetical order.

Abie Hidary
CEO · Hidrock Properties
Anthony Bennett
Founder & Managing Principal · Premier Affordable Housing Fund LLC
Anthony Danaher
President · Guild Investment Management
Ari Praw
Financial Advisor · Lone Cypress Wealth
Armen Grigorian
Managing Partner · Redmound Capital Partners
Asheel Shah
Senior Managing Director, Head of Real Estate Development · EJF Capital
Benjamin Poirier
Managing Partner · Monument Square Investment Group
Brad Barros
Principal · Barros Family Office
Brian Gorban
Principal · Gorban Family Office
Cyril Rocoffort
Senior VP · Starwood Capital Group
David Mandley
Managing Director · Private Portfolio Group
David Schwartzman
Partner · Cox Castle
Eric Myers
CFO · Pahlisch Commercial
Henry Manoucheri
Chairman & CEO · Universe Holdings
Jay Kerner
Chief Executive Officer · U.S. Realty Partners, Inc.
Jeff Hughes
Partner, Tax · Weaver
Jeffrey Cicurel
Managing Director, Capital Markets · Jones Lang LaSalle (JLL)
Jeffrey Lapour
Principal · Lapour
Jennifer Jensen
Broker & CEO · Pohl Jensen
Jim Rooney
Chief Executive Officer · Keyhole Capital
John Hope Bryant
Founder, Chairman & CEO · Operation HOPE
Jolly Singh
Principal & Co-Head of Real Estate · CIM Group

Sponsors

The companies behind the program. Tiers as disclosed.

BDO USA, P.C.Silver
CIM GroupSilver
Greenwood Star Holdings, Inc.Silver
JLL Capital MarketsSilver
T7XSilver
WeaverSilver
Wipfli Advisory LLCSilver
AGP CapitalBronze
Allen Matkins Leck Gamble Mallory & Natsis LLPBronze
Atlas West GroupBronze
Baceline GroupBronze
Brennan Pohle CapitalBronze
Canopy Real Estate PartnersBronze
Cox Castle & Nicholson LLPBronze
Cumming GroupBronze
Cypress Equity InvestmentsBronze
EJF Capital LPBronze
Exponential Mortgage, IncBronze
Futureal GroupBronze
Green StreetBronze
JPI CompaniesBronze
Keyhole Capital LLCBronze
LaPourBronze
LightstoneBronze
Madison Capital Group Holdings, LLCBronze
Millennium FlatsBronze
Multifamily Impact CouncilBronze
Nexus Energy PartnersBronze
Nossaman LLPBronze
PACE Loan GroupBronze
Pahlisch Commercial Inc.Bronze
Paramount Tax Property AppealBronze
Pohl PartnersBronze
Premier Affordable Housing FundBronze
Private Portfolio GroupBronze
Ridgehouse CompaniesBronze
Ryan, LLCBronze
SKW Capital ManagementBronze
StoutBronze
Universe HoldingsBronze

Agenda

Selected from 36 sessions.

  • 10:00am - 10:30am

    AI, technology & data as a competitive edge in real estate

    How family offices are applying AI, analytics, and operational technology across underwriting, asset management, and reporting - focusing on what truly delivers value for longterm …

    General Session
  • 10:00am - 10:30am30 mins

    AI, technology & data as a competitive edge in real estate

    How family offices are applying AI, analytics, and operational technology across underwriting, asset management, and reporting - focusing on what truly delivers value for longterm …

    General Session
  • 10:30am - 11:15am

    Morning networking reception

    Networking Break
  • 10:30am - 11:15am45 mins

    Morning networking reception

    Networking Break
  • 11:15am - 11:45am

    Multifamily value-add - repricing risk, returns, and execution

    A realistic assessment of rent growth, capital expenditure discipline, and where value-add still makes sense. - How has the repricing of multifamily assets reshaped your value‑add …

    General Session
  • 11:15am - 11:45am30 mins

    Multifamily value-add - repricing risk, returns, and execution

    A realistic assessment of rent growth, capital expenditure discipline, and where value-add still makes sense. - How has the repricing of multifamily assets reshaped your value‑add…

    General Session
  • 11:45am - 12:00pm

    A new era of opportunity: Housing, wealth, and community impact

    CIM’s Jolly Singh and Operation HOPE CEO John Hope Bryant discuss the rising importance of affordable housing as a smart, long-term investment and a driver of social impact. As a h…

    Fireside Chat
  • 11:45am - 12:00pm15 mins

    A new era of opportunity: Housing, wealth, and community impact

    CIM’s Jolly Singh and Operation HOPE CEO John Hope Bryant discuss the rising importance of affordable housing as a smart, long-term investment and a driver of social impact. As a h…

    Fireside Chat
  • 12:00pm - 12:45pm

    Tax‑efficient real estate investing for family offices

    Structuring investments to maximize after-tax returns, including 1031 exchanges, opportunity zones, and state-level considerations. - Where do 1031 exchanges and Opportunity Zones …

    General Session

Quick answers

When is Real Estate Family Office & Private Wealth West 2027?
Real Estate Family Office & Private Wealth West 2027 runs Jun 3–4, 2027 at Waldorf Astoria Monarch Beach Resort in Dana Point CA, United States.
Where is Real Estate Family Office & Private Wealth West 2027 held?
Real Estate Family Office & Private Wealth West 2027 is held at Waldorf Astoria Monarch Beach Resort in Dana Point CA, United States.
Who is speaking at Real Estate Family Office & Private Wealth West 2027?
ConferenceGrid lists 52 speakers, including Abie Hidary (CEO, Hidrock Properties), Anthony Bennett (Founder & Managing Principal, Premier Affordable Housing Fund LLC) and Anthony Danaher (President, Guild Investment Management).
Who sponsors Real Estate Family Office & Private Wealth West 2027?
ConferenceGrid lists 41 sponsors, including BDO USA, P.C., CIM Group, Greenwood Star Holdings, Inc., JLL Capital Markets and T7X.
Company intelligence

What does it mean when 74 companies show up, and 17 bet on three roles at once?

74 companies. seventeen are betting more than once.

The numbers below are derived from the speakers, sponsors, and exhibitors on this page, cross-referenced into one ledger. They are the only thing here that 10times.com cannot tell you.

Who's in the room
17All threespeak · spons · exh
24Sponsoringsponsor only
33Speakingspeaker only

In all three roles

CIM Group·AGP Capital·Baceline Group·Brennan Pohle Capital·Green Street·Keyhole Capital·Lapour·Nexus Energy Partners·PACE Loan Group·Pahlisch Commercial·Premier Affordable Housing Fund LLC·Private Portfolio Group·Ridgehouse Companies·SKW Capital Management·Universe Holdings·U.S. Realty Partners, Inc.·Weaver

Speakers by seniority

73% of the speakers carry senior titles: C-suite, Founder, VP, or Director-level.

  • C-suite1019%
  • Founder / Owner1019%
  • VP-level612%
  • Director / Head of1223%
  • Manager / Lead713%
  • Engineer · IC12%
  • Advisor / Investor12%
  • Other roles510%

Of 52 speakers · classified by free-text title

Most-represented companies
#CompanyRolesSpeakers
1CIM GroupSponsor · Silver2
2AGP CapitalSponsor · Bronze1
3Baceline GroupSponsor · Bronze1
4Brennan Pohle CapitalSponsor · Bronze1
5Green StreetSponsor · Bronze1
6Keyhole CapitalSponsor · Bronze1
7LapourSponsor · Bronze1
8Nexus Energy PartnersSponsor · Bronze1
9PACE Loan GroupSponsor · Bronze1
10Pahlisch CommercialSponsor · Bronze1
11Premier Affordable Housing Fund LLCSponsor · Bronze1
12Private Portfolio GroupSponsor · Bronze1
13Ridgehouse CompaniesSponsor · Bronze1
14SKW Capital ManagementSponsor · Bronze1
Sponsors by tier
silver7
17% of 41
bronze34
83% of 41
Related events · by shared sponsors
ConferenceDateCityShared sponsors
Real Estate CFO & COO WestMay 11, 2027Newport Beach2

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