💸 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.