Events

Wealthstone Group 2025 Real Estate Forum

Written by Wealthstone Group | Jan 13, 2025

Overview:
Join us on February 6, 2025, at Cantor Fitzgerald in New York City for an exclusive event where industry leaders and professionals will explore the trends and opportunities shaping the 2025 real estate market. This forum is tailored for investors and professionals seeking to gain insights and refine their strategies, offering perspectives into the national landscape, NYC’s market recovery, navigating the current interest rate environment, and tax-efficient strategies such as 1031 exchanges, Delaware Statutory Trusts (DSTs), 721 UPREITs and Qualified Opportunity Zone Funds (QOFs). Attendees will gain actionable insights to optimize their portfolios and seize emerging opportunities.

When:
February 6th, 2025 8:30 AM – 10:30 AM ET

Where:
Cantor Fitzgerald
499 Park Ave, 3rd Floor
New York, NY 10022
 
Agenda-Panel Discussions:
 

8:00 to 8:30

 

Registration

 

 

 

8:30 to 8:45

 

Welcome Kickoff

 

 

 

1. State of the Real Estate Market: The Great Reset - Who Survives 2025?

 

 

 

8:45 to 9:15

 

“Survive till ‘25” has been the popular mantra throughout the real estate industry in recent years. Now that 2025 is here, the investment landscape continues to shift, with high interest rates reshaping strategies and return expectations. The era of easy gains from cap rate compression is over, requiring a more thoughtful approach. Panelists will explore the current market cycle on the national landscape: Have we hit bottom, or is there more turbulence ahead? Where are there buying opportunities, and which strategies, asset classes, and regions show the most promise in 2025?

 

 

 
       
       
       
       
       

2. New York City Real Estate Market in 2025

       

9:15 to 9:45

 

Is New York City’s real estate market finally stabilizing after years of volatility? Panelists weigh in on key trends, demand drivers, and innovative financing solutions, while addressing the impact of new policies reshaping the market. As leasing momentum builds across multifamily, office, and retail sectors, developers and investors are presented with opportunities to refine their strategies and position for growth. This panel will explore the forces driving NYC’s real estate recovery and provide actionable insights to thrive in 2025’s evolving landscape.

       
       
       
       
       
       

9:45 to 10:00

 

Break

       

3. Real Estate Tax Policy and Strategies to Monetize Real Estate Holdings Tax Efficiently

       

10:00 to 10:30

 

What does potential tax policy look like under the new Trump Administration, and how will it impact the real estate market? This session will explore potential key policy shifts and revisit past proposed legislation, including The Opportunity Zones Transparency, Extension, and Improvement Act, and the current state of 1031 Exchange marketplace. Panelists will also discuss securitized 1031 exchange options, such as Delaware Statutory Trusts (DSTs) and 721 UPREITs, highlighting their growing adoption as effective tools for tax efficiency, estate planning, and tax deferral strategies for high-net-worth investors.

 

Panelist Line-up:
 


Alex Woodlief
B6 Advisors
Senior Director


Andy Weiss, CFA, CPA
Gantry
Director


Chad Weinstein

MeetPerry
Vice President


Chris Milner
Cantor Fitzgerald
Head of Investment Management, CRE


Divya Tandon
SJI Properties
Managing Partner


Eric Brecher

Chicago Deferred Exchange Co.
Executive Vice President


Evan Fox, CPA, JD, LLM

GRASSI
Partner, Real Estate Tax Leader


Fernando Sosa
Marshall Stevens
Managing Director


Jeremy Nussbaum
Walker & Dunlop
Managing Director


Lou Tucci
Wealthstone Group
Partner, Sr. Investment Advisor


Matthew Rappaport

Falcon Rappaport & Berkman LLP
Vice Managing Partner


Michael Kazmierski

Kaufman Organization
President and Principal


Paulo Aguilar, CFA, CAIA

Wealthstone Group
Partner, Sr. Investment Advisor

 

 

 

 

 

Why Attend:

This event is designed for real estate investors, developers and industry professionals who want to stay ahead of the curve in a changing real estate environment. You will:

  • Gain perspectives from experts on the national and New York City real estate markets
  • Discover advanced tax strategies to optimize your holdings in 2025

With a focus on actionable insights and cutting-edge trends, this summit equips attendees to make informed decisions and seize opportunities in 2025. Don’t miss the chance to connect with industry leaders and refine your approach for a successful year ahead.