Southern California CRE Finance, Capital Markets & Dealmaking Conference

Why You Won't Want To Miss This Conference:

What You'll Learn: 

Capital Flow & Market Sentiment

• Which global and domestic investors are targeting Southern California, and which asset classes are drawing capital?
• How are lenders adjusting underwriting, risk tolerance, and structure in a transitioning economy?
• What are today’s real return expectations, and how do they compare to 2025?
  
   

Capital Stack & Deal Structuring

• How are developers building modern capital stacks using blends of debt, JV equity, preferred equity, private credit, bridge, and structured capital?
• How is the evolving cost of capital affecting pricing, yields, and cap rates across SoCal markets? 
• What’s necessary to close complex deals today? 
  
   

Economic Trends & Investment Strategy

• How is interest rate policy, inflation softening, and capital availability shaping transaction volume and velocity?
• What factors are prompting owners to sell, refinance, restructure, or hold through the cycle?
• The emerging investment strategies for 2026–2028: repricing opportunities, niche asset types, and long-term positioning.
  
   

Distress, Opportunity & Lending Relationships

• Where is distress surfacing and how are investors underwriting opportunistic or value-add plays?
• How are borrowers and lenders renegotiating terms and collaborating on solutions?
• How are liquidity constraints influencing valuations, deal timelines, and closing certainty?
  
   

New Capital Pathways

• Innovative fund structures and capital vehicles gaining traction in 2026.
• How is private credit, family offices, institutional alternatives, and cross-border capital influencing competition?
• Non-traditional lending and equity partnerships redefining the capital markets ecosystem.

How You'll Do More Business From Attending This CRE Event: Southern California continues to be a complex yet opportunity-rich capital markets environment. At this year’s conference, hear directly from the region’s most active lenders, equity sources, investors, owners, developers, and intermediaries as they assess capital flows, debt availability, and the evolving economics shaping CRE dealmaking in 2026. Discover how top players are capitalizing projects in a dynamic rate environment, which strategies are successfully unlocking liquidity, and where investors are placing capital across asset classes. Meet dealmakers face-to-face, gain clarity on the next 12-24 months, and leave with new relationships and real opportunities.

Why You Should Attend This Session: Bisnow events bring together the biggest power players in the industry to identify opportunities, build your network and expand your business. With the largest audience of commercial real estate professionals in the world, no one knows how to help your business more than us.

Who You'll Network With At This Discussion: Owners, Developers, Investors, Lenders, Fund Managers, Financial Institutions, Mortgage Brokers, Capital Advisors, Transaction Attorneys & Public Sector Officials.

For questions, recommendations, comments or press inquiries please email our event producer, Samantha D'Angelo at samantha.dangelo@bisnow.com. 

Interested in Sponsorship?

Contact avery.warren@bisnow.com to get information on sponsorship, pricing and availability at this event.

Notable Deals & Sales:

Westwood Financial: Lands $145M Boost to Credit Facility, two new deals bring the firm’s total facility to $470 million

Bolour Associates Inc: Leverages more than 30 years of equity-side experience in all asset classes. The company recently rolled its debt platform into an evergreen fund structure, enabling greater speed in closing, flexibility in proceeds and rates, as well as increased diversification for its investors ///// $13.0M Refinance – San Diego, CA | R&D / Flex: Bolour closed a structured refinance on a Class A R&D / flex property in San Diego’s Sorrento Mesa submarket. The loan included upfront and future‑funded reserves for tenant improvements, leasing commissions, and interest carry, enabling the asset to complete its transition to stabilized R&D use. The transaction highlights Bolour’s ability to deliver certainty of execution and customized capital solutions for technically complex assets ///// $22.25M Office Refinance – Orange County, CA: Village Business Park spans 144,000 square feet in two multi-tenant, two-story buildings located at 7000 and 7001 Village Dr. Currently at 82% occupancy, the BOLOUR loan provides capital to refinance and additional funds for future leasing needs to promote asset stability ///// $21.0M Timely Office Refinance – San Dimas, CA: Bolour delivered a $21.0 million refinance on a 100,000‑square‑foot office property in San Dimas, California. The financing addressed a pending loan maturity and provided tenant improvement capital, allowing the borrower to maintain momentum during a transitional leasing period. The transaction highlights Bolour’s ability to move quickly and provide certainty of execution in the office sector ///// $5.35MM Value-Add Medical Condo Acquisition Financing: Bolour provided $5.35 million in acquisition and renovation financing for a value‑add medical office condominium in San Diego. The loan supported the acquisition, repositioning, subdivision, and planned sale of a vacant medical condo asset, demonstrating Bolour’s expertise in financing specialized medical office and value‑add real estate strategies.

CIM Group: Novva and CIM Group Get $2 Billion Funding to Complete Data Center Expansion ///// CIM Group Makes $125 Million Loan Commitment, Expandable up to $200 Million, to Support Applied Digital’s Buildout of a High-Performance Computing Campus in Ellendale, North Dakota ///// CIM Group Closes $167,670,000 Loan to Affiliates of Concord Hospitality and Whitman Peterson to Recapitalize a 15-Property WoodSpring Suites Extended Stay Hotels Portfolio | Morningstar ///// CIM Group Acquires 180-Unit Active Adult Community in Orlando ///// CIM Group Sells Turtle Creek Village Mixed-Use Office and Retail Center in Dallas ///// CIM Group Acquires Three-Building Industrial Portfolio in Multi-State Sale Leaseback Transaction ///// CIM Group Closes $93.1 Million Loan to DivcoWest for Acquisition of 399 Boylston, 245,000-Square-Foot Class A Office and Retail Building in Boston’s Back Bay ///// CIM Group Closes $132.5 Million Loan to Pacific Elm Properties for Completion of Partial Office-to-Multifamily Conversion of Santander Tower in Dallas ///// CIM Group opens The Read apartments in West Adams ///// Revitalizing the Heart of Downtown Atlanta | Centennial Yards

Nikols Mortgage Fund, LLC – $35,000,000 loan (72% loan to cost) for the construction of a spec 44,885 GSF (42,382 NSF) Class A office building with 5 multifamily units located two blocks from the CalTrain station in downtown San Mateo. While the market for Class A Office space in the Mid-Peninsula submarket has remained very strong, very few lenders have been willing to finance spec office construction, leaving Nikols in a strong position to capitalize on this attractive opportunity ///// $7,000,000 (69% loan to cost) for the construction of a 227-unit, 21,925 NSF three-story climate-controlled self-storage property in Downtown Danville. The site was permit ready when the loan closed. The property is unique in that it is located in affluent Danville’s downtown core, in close proximity to I-680 with extremely high barriers to entry and no competitive property within a 2-mile radius. This was a referral from another Nikols borrower ///// $14,700,000 (77% loan to cost) for the acquisition of an 89% occupied, 41,022 SF, one-story, 19-unit industrial property located in the highly desirable Irvine Spectrum. The business plan is to process and record a condo map and sell units off individually as the remaining short-term leases mature ///// $12,100,000 (77% loan to cost) to pay off a land loan and facilitate the construction of 12 townhomes in the infill and highly supply constrained San Juan Capistrano market. The business plan is to sell the units off individually once completed ///// $21,300,000 (80% loan to cost) for the separate acquisitions of the leasehold improvements as well as the leased fee land for a 69,930 square-foot leased multi-tenant industrial building and retail pad needing re-tenanting. The retail pad was leased to Quick Quack Car Wash and the loan was extended to allow the Borrower time to subdivide the site into two parcels. The business plan is to sell the retail and industrial components of the site separately once parcelization is completed ///// Go to www.nikolsco.com or this flipbook of representative deals for more information. 

Palladius Capital Management: EQUITY — Palladius Real Estate Fund II (PREF II): Multifamily & Student Housing | Value-Add / Dislocated Class A: PREF II's investment period is closed and the fund is focused on operating value-add and dislocated Class A multifamily and student housing assets across high-conviction markets. Recent activity includes the acquisition of two student housing assets in San Marcos, TX, proximate to Texas State University — one of the fastest-growing public universities in the nation with enrollment of approximately 44,600 students and year-over-year growth of ~9.5%. Renovation and lease-up activity is underway, with common area improvements and interior unit renovations in progress. Palladius manages a diversified portfolio of six unrealized assets across multifamily and student housing, with a focus on markets where supply constraints and enrollment growth support durable cash flow ///// EQUITY — Palladius Real Estate Fund I (PREF I): Multifamily | Chicago MSA & Texas Markets: PREF I's investment period is closed and the fund is focused on NOI growth and active disposition positioning heading into 2026. Portfolio highlights include 100 Forest Place, a 234-unit mixed-use multifamily asset in Oak Park, IL (Chicago MSA), acquired in 2022. The Chicago market remains one of the strongest multifamily markets in the country, with vacancy near 5.1% and annual net absorption outpacing deliveries. A loan extension was successfully completed in April 2026, and the fund is evaluating refinancing and disposition opportunities as the capital markets environment improves ///// DEBT — DEBT-- PCM (via its investment vehicles) closed over $75 million in loans in Q4 2025 alone and originated eight new investments in Q1 2026, bringing the total portfolio to 29 loans.  PCM focuses on senior and senior-stretch positions with meaningful subordination protection, partnering with experienced sponsors on transitional and structured financing needs where capital gaps persist. Across Palladius and its affiliate and sister funds, the platform manages approximately $2 billion in real estate assets, positioning  PCM to continue scaling its loan book with high-quality assets and strong sponsorship.

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