Future of Real Assets
Thursday, April 16
Doors Open at 4 p.m. ET
Gaston Hall / Georgetown University
Welcome
For over a decade, the Steers Luminaries Series has convened leaders of the industry to discuss how to navigate shifts in the real assets landscape. Today, that landscape faces more changes than ever as digital infrastructure, energy-intensive assets, and new capital demands reshape how investors think about real assets and long-term value creation. Simultaneously with these new trends, the traditional real estate marketplace is experiencing a bounce-back as buyer and seller valuations converge after years of stagnation. Viewing these two movements in tandem, the industry landscape is the most complex and exciting it’s been in years
The event will open with a panel on Real Estate Repriced: Capital, Risk, and the Next Cycle, which will examine how leading investors are recalibrating risk and return expectations as real estate resets after a period of rapid repricing and capital dislocation.
This year ’ s luminary is Marc C. Ganzi (P’23), CEO at DigitalBridge Ganzi has been an investor and operator in the digital infrastructure sector for more than 30 years and has led DigitalBridge’s transformation to become a premier platform for digital infrastructure and real estate investment.
We hope you enjoy these critical discussions as we once again convene a forum where industry leaders and the next generation of professionals can engage directly on the future of real assets
Matthew L Cypher Director of the Steers Center, Atara Kaufman Professor of Real Estate Georgetown University McDonough School of Business
AGENDAOVERVIEW
AGENDA
Real Estate Repriced: Capital, Risk, and the Next Cycle
N aupost in 2 ro stments in e es, develop distressed debt secured by real e analyst at Vornado Realty Trust i University with a B.A. in politica 5 p.m. | Gaston Hall
This panel will examine how leading investors are recalibrating risk and return expectations as real estate resets after a period of rapid repricing and capital dislocation. With both Nick Azrack and Tyler Henritze actively deploying capital from flexible, opportunistic pools, the discussion reflects real-time perspectives from investors known for disciplined underwriting and cycleaware investing
Partner, The Baupost Gro
Nick Azrack (C’06)
Erin Dixon is a partner at Sterli development and is also a mem Sterling, Dixon spent over 12 ye and London for eight years He sectors in the United States and the Real Estate Investment Ban graduated summa cum laude from where she earned a double majo
Partner, Sterling Investor
Moderator: Erin Dixon
Tyler Henritze is the founder an aspects of the business. Prior to (2004-2023) where he was a par estate Americas, head of real est global real estate investment co Americas, he helped oversee $8 commerce from The McIntire S
Founder and Managing P
Tyler Henritze
AGENDA
Powering the Digital Economy: Data Centers, Energy, and the Future of Digital Infrastructure
6 p.m. | Gaston Hall
Marc C. Ganzi is the CEO at the digital infrastructure sect Digital Bridge Holdings in 20 manager of digital infrastruct management until its merger DigitalBridge Group, Inc.
This year ’ s Luminary, Marc C. Ganzi, CEO at DigitalBridge, will sit down with Steers Center Director Matthew Cypher for a fireside chat on Powering the Digital Economy: Data Centers, Energy, and the Future of Digital Infrastructure This discussion will explore how institutional capital is underwriting the next wave of digital infrastructure with a focus on pricing discipline, capital formation, and risk in an environment defined by AI-driven demand and energy constraints. With investors actively deploying capital across real estate and infrastructure strategies, this year ’ s Luminary brings direct perspective from the front lines of allocating capital at scale.
Time
CEO, DigitalBridge
Previously, Ganzi founded G one of the largest privately-o leadership before being acqu billion At GTP, Ganzi execu agreements with wireless car
Marc C. Ganzi
Matthew L. Cypher was the d his position at Georgetown U Investment Committee and I board of Chiron Real Estate ( and Governance Committee.
University and a B.S. from Pe
Director of the Steers Ce Georgetown University M
Moderator: Matthew L
DISCUSSIONQ&A
We will be sourcing audience questions for both discussions using the form below. Audience members can submit a question in advance or scan the QR codes on stage to submit questions during the event.
We will select questions submitted through the form to be asked by the moderator during both discussions
SUBMIT YOUR QUESTIONS HERE
THANKYOUTOOURSPONSORS
M.S.INGLOBALREALASSETS
Explore the M.S. in Global Real Assets
This 10-month program moves beyond traditional property analysis into the broader real assets ecosystem. The curriculum integrates real estate with infrastructure, energy systems, and digital infrastructure including data centers developing cross-asset fluency that aligns with where capital is moving
Learn more about this program housed within Georgetown’s top-ranked McDonough School of Business and the Steers Center for Global Real Assets.
LEARN MORE ABOUT GLOBAL REAL ASSETS
About Us
The Steers Center’s core value has always been the utmost care and concern for our students, and that has been the guiding light throughout our history. Harnessing the best of top-ranked Georgetown University faculty, the thriving D C real assets market, and an engaged alumni network, we have created a learning hub of academic and experiential excellence.
Originally founded in 2010 as the Real Estate Finance Initiative at Georgetown University’s McDonough School of Business, the initiative became the Steers Center for Global Real Estate in 2015 thanks to the generosity of Robert Steers (B’75) and his wife, Lauren Steers.
In 2025, the center rebranded again as the Steers Center for Global Real Assets, representing a focus on the industry’s shift toward new property types, alternative energy sources, and the inclusion of infrastructure into a broader definition of our industry We believe we are at the beginning of the new real assets economy which incorporates all that is new and innovative into the way society interfaces with space.
Learn more about the Steers Center and how we serve our students, alumni, and the global real assets industry on our website.
