💸 Capitalizing Real Estate Platforms: A Deep Dive on Madison International Realty
Date & Time: Wednesday, February 25th | 3PM - 4PM EST
Hosted by: Thesis Driven
Description
For much of the past decade and a half, real estate investing benefited from a powerful macro tailwind. Cap-rate compression, cheap leverage, and abundant liquidity lifted asset values across sectors, narrowing performance dispersion and allowing many managers to generate strong outcomes without needing differentiated operating infrastructure.
That paradigm is shifting.
As tenants demand more from the built environment and execution risk rises, commercial real estate is evolving from a financial asset into an operating asset—one where value creation increasingly sits within the platform that sources, operates, and scales investments. As a result, institutional capital is beginning to move “up the stack,” looking beyond properties alone and toward the operating businesses that produce them.
Madison International Realty sits squarely at the center of this evolution. Through its Platform Program, the firm provides growth capital to middle-market, vertically integrated real estate platforms—structuring investments that combine asset-level exposure with minority stakes in the operating company.
The result is a hybrid return profile that blends property economics with participation in enterprise value creation, including fee streams, carried interest, and long-term platform growth.
Join us for a 60-minute live conversation with Mo Saraiya, Managing Director, and Vince Clark, Vice President at Madison International Realty, as we unpack how platform investing is reshaping capital formation across real estate.
In this session, we’ll cover:
The industry’s shift from financial-asset real estate to operating-platform value creation
How hybrid PropCo / OpCo investing enhances return profiles
Structuring minority platform stakes: governance, alignment, and downside protection
Liquidity solutions, recapitalizations, and scaling discretionary investment vehicles
Why platform investing may define the next cycle of real estate outperformance
Speakers Include:
The Speakers
Mo Saraiya — Madison International Realty
Vince Clark - Madison International Realty
The Interviewers
Paul Stanton, Thesis Driven
Brad Hargreaves, Thesis Driven
🎟️ Register now to hear how Madison International Realty is structuring platform equity, GP secondaries, and enterprise-level capital solutions in today’s market.