We look forward to seeing you on campus in less than a month for the 13th annual SREC Conference. We also hope you will join us for Wednesday’s Welcome Dinner at the Rosewood and Thursday’s Hall of Fame Banquet, celebrating the inductions of fellow SREC members Brad Geier and Ken Woolley.
Day 1 – Wednesday, November 15 (Partners/Spouses Welcome)
Rosewood Sand Hill
6:30 - 7:30pm | Cocktail Reception
7:30 - 9:30pm | Welcome Dinner & Speaker*
* Matt Abrahams, the popular and acclaimed Stanford GSB lecturer and host of the Think Fast Talk Smart: The Podcast. Receive your complimentary copy of Matt's new book THINK FASTER, TALK SMARTER!
Day 2 – Thursday, November 16
Frances C. Arrillaga Alumni Center (McCaw Hall)
7:45 - 8:30am | Breakfast
8:30 - 8:45am | Welcoming Remarks
8:45 - 9:45am | Real Estate with Higher-for-Longer Interest Rates: Can the Real Estate Market Grow Until Capital Markets Thaw?
9:45 - 10:45am | What is the Public REIT Market Telling Us About Property Values?
10:45 - 11:00am | Break
11:00am - 12:00pm | Keynote: In Conversation with Hamid Moghadam
12:00 - 1:00pm | Lunch
1:00 - 1:45pm | The Inside View from the Top with Howard Wolf
1:45 - 2:45pm | Practical Applications for AI in Real Estate Today, and How It Can Transform the Industry
2:45 - 3:30pm | Council Roundtable Networking
Stanford Real Estate Hall of Fame Banquet* (Partners/Spouses Welcome)
Sharon Heights Golf & Country Club
6:00 - 9:00pm
* Honoring Brad Geier and Ken Woolley
Day 3 – Friday, November 17
Frances C. Arrillaga Alumni Center (McCaw Hall)
7:45 - 8:25am | Breakfast
8:25 - 8:30am | Welcoming Remarks
8:30 - 9:30am | An Insider’s View on the SVB Failure, the Banking Industry, and the Road Ahead for Real Estate with Tim Mayopoulos
9:30 - 10:30am | Cap Rates, Discount Rates, Interest Rates, and NOI Growth: a Longer-Term Perspective
10:30 - 10:45am | Break
10:45 - 11:30am | Council Roundtable Networking
11:30am - 12:30pm | The Surprising Housing Market with John Burns
12:30 - 1:30pm | Closing Remarks and Lunch
Day 4 –Saturday, November 18 (Partners/Spouses Welcome)
Chuck Taylor Grove and Stanford Stadium
Tailgate (Time TBA)
Big Game (Time TBA)
SPEAKERS
MATT ABRAHAMS
Lecturer at Stanford University, Founder at TFTS Communication LLC
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MATT ABRAHAMS
Lecturer at Stanford University, Founder at TFTS Communication LLC
"Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum."
MATT ABRAHAMS
Lecturer at Stanford University, Founder at TFTS Communication LLC
"Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum."
2023-2024 SREC Members
Preferred Name: Mike
Last Name: Armstrong
Degree String (Type, Year): (MBA '09)
Job Title: Chief Strategy Officer
Company Name: Stream Data Centers
Phone: 858 - 344-1090
Email: strong@amalgaminterests.com
Bio: Mike Armstrong is the Chief Strategy Officer at Stream Data Centers, where he leads capital strategy and investment efforts. Previously, he launched Percheron Real Estate Partners, a privately held real estate investment and advisory firm. Mike was formerly a Director in the GI Partners real estate group where he was the head of acquisitions for technology real estate and a member of the investment committee. Prior, he held acquisitions and investment roles at J.P. Morgan Asset Management, in both real estate and infrastructure. Early in his career, Mike worked for Financial Security Assurance Inc., a financial guaranty company, in New York. He is active in the Oakland community primarily through non-profit board service. Mike received his MBA from the Stanford Graduate School of Business and his AB in Economics from Harvard College.
