Baker Tilly is proud to be a sponsor of IMN’s upcoming Winter Real Estate Private Funds Conference at the Montage Laguna Beach. This premier event brings together leading private equity real estate funds, institutional investors and industry leaders for three days of networking, market insights and strategic discussions. As a trusted advisor in real estate and private funds, Baker Tilly is excited to connect with peers and share perspectives on emerging trends, fund structuring, and innovative strategies shaping the future of commercial real estate. Be sure to stop by our booth to say hello and don't miss out on our speaking session!
Featured speaking session:
Macroeconomic forces shaping real estate in 2026
Moderator: Allen Freeman | Managing Director, Baker Tilly
Wednesday, January 21, 2025 from 8:25 a.m. - 9:15 a.m.
U.S. real estate investors are recalibrating strategies in light of a post-election policy reset, moderating but uncertain Fed signals, significant changes in regulatory and public policies, and shifting demographic and labor dynamics. Insurance and climate risk are creating unexpected headwinds, while migration trends continue to reshape where capital and tenants flow across regions.
- How are evolving U.S. trade policies and tariff structures influencing capital flows, investor confidence, and regional investment strategies in 2026?
- How will Fed policy in early 2026 shape investment activity?
- How are shifts in Fed policy influencing valuation models and deal underwriting?
- How might the appointment of a new Federal Reserve chair after May 2026 influence real estate markets, financing conditions, and investment strategy?
- Which regulatory and fiscal changes post-election carry the biggest weight for CRE?
- How are migration and labor trends influencing market demand?
- How do these trends intersect with supply chain reshoring into the U.S. and Mexico?
- Where are insurance and climate costs altering underwriting assumptions most?


