The 2026 Playbook: Positioning Your Real Estate Portfolio for What’s Ahead

​As the real estate market enters a new phase defined by higher interest rates, slowing construction, and shifting valuations, smart investors are asking one question: how do I position for what comes next?

​Join John Spitz, Head of Capital Formation at Lightstone Direct, along with Nirav and Jorge, for an in-depth discussion on how to navigate the next real estate cycle with clarity and conviction. Drawing on nearly $12 billion in assets and four decades of market experience, John will share Lightstone’s data-driven view of the trends shaping 2026 and beyond — from structural undersupply in multifamily and industrial sectors to the persistent demand being fueled by unaffordable homeownership and reshoring-led job growth.

​You’ll gain insight into why Class B workforce housing and shallow bay industrial assets are poised to outperform, how to identify opportunities created by valuation resets, and what seasoned operators are doing now to balance resilience with growth.

​This session distills Lightstone’s institutional investment framework — built around control, alignment, and conviction — into actionable lessons for accredited investors who want to stay ahead of the curve.

​Learn how to position your portfolio for stability, income, and long-term opportunity in 2026 and beyond.