10th Annual Private Wealth Midwest Forum 2026
Markets Group publishes this Chicago forum for private-wealth investment professionals considering portfolio strategy and alternative investments.
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About this event
The 11th Annual Private Wealth Midwest Forum is designed to bring together attendees including the leading RIAs, family offices, Private Banks and high net worth wealth managers from across the region for a day of peer networking and knowledge share.
Our agenda covers asset allocation, alternative investing, asset protection as well as regulatory compliance and an outlook of the financial markets and the global economy. As this event is completely closed-door and invitation-only, it has been designed to enable genuine peer-to-peer learning and networking for the local high net worth community.
CPE credits now available.
Source: organiser materialsKey discussion topics
- Macroeconomic Real Estate OverviewHow did global real estate markets perform in 2025? What unique obstacles are being faced in the U.S. real estate markets compared to markets abroad? Which asset classes are outperforming others? How are you strategically outlining a roadmap towards a successful real estate portfolio? How are transaction volume and price valuation U.S.
- The Key to a Diversified PortfolioIndustry thought leaders share their expert perspectives on which strategies will deliver returns in the next year. How are investors structuring their real estate allocations? Which investment strategies are you divesting from? How can you hedge against risk in the coming 12-24 months? Which asset classes are bolstering the diversification of your portfolio? How can allocators reframe their strategic approach to building a diversified portfolio?
- Opening Doors with Residential Real EstateResidential markets are profoundly impacted by interest rates, housing supply and demand, and economic trends. How are single family rental and build to rent markets performing in today’s environment? How are you approaching other living sectors such as manufactured housing, student housing, affordable housing, multifamily housing, and senior housing? What headwinds and tailwinds are impacting the residential sector? Where are opportunities emerging? What can we expect for the future of residential real estate?
- Incorporating Niche Real Estate Strategies into Your PortfolioWhich niche asset classes within the real estate sector have generated stable returns for investors? Real estate alternative strategies such as data centers, life sciences, cell towers, manufactured housing, student housing, self-storage facilities, film & television production studios, senior housing, cold storage, and medical office buildings have gained increased attention by investors and managers, alike. Which alternative asset classes are forecasted to outperform in the next 12 months?
- Navigating the New Commercial Real Estate LandscapeAs commercial real estate continues to evolve in response to economic shifts and changing consumer behaviors, where are investors finding the most compelling opportunities? How are retail formats and tenant mixes adapting to drive value and resilience? Are hospitality and office sectors complementing or competing with retail-driven environments? Which areas within CRE are seeing renewed demand, and where are allocators exercising caution? What strategies are proving most effective for navigating this next phase of transformation across the commercial property spectrum?
- Core to Opportunistic: Where Are the Best Opportunities NowGiven the change in administration, how is your organization shifting its approach to core and core plus real estate strategies? Are you anticipating stronger returns for value add and opportunistic or core and core plus properties? Which geographic markets are you betting on, and why? Do you have a contrarian view on risk profiles? Are you balancing your portfolio with a blend of opportunistic, value add, core, and core plus?
- Debt as an Opportunity: Strategies for Growth and StabilityHow are investors approaching debt in the current economic market? How are lending standards, mortgage maturities, and loan defaults impacting the market? How can you provide investors with predictable cash flow? How are debt valuations teams making sense of local real estate markets? What does the next year hold for commercial and residential real estate debt?
- The Changing Multifamily MarketReal estate investors have seen new construction and net absorption levels surpassing forecasts for the multifamily sector. What impactful innovations are being rolled out across multifamily developments? Which geographic regions are seeing the most growth in the multifamily market? What are the greatest headwinds being faced by multifamily allocators? What are the multifamily expectations for the year ahead?
- The Rise of IndustrialIndustrial real estate markets are growing as logistics, manufacturing and datacenters continue to rise. How are these real estate asset classes playing a role in your portfolio? Why should investors be considering industrial properties to bolster their real estate investment strategies? What technological innovations are emerging in this sector? What are the infrastructure requirements to support it?
- The Future of Real EstateIndustry leaders take the stage to share their critical market projections. Where is the real estate industry heading? What market trends are fading, and which are emerging? How are you approaching asset protection for your underlying clients? Which real estate asset classes are you betting on in the long term? What regulatory challenges should investors be preparing for, and how might upcoming policies impact investment strategies? How can real estate be leveraged for tax advantages, and what role do opportunity zones play in long-term portfolio growth?