2026 Steers Luminaries Conference Program

STEERS LUMINARIES 2026

The 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

AGENDA OVERVIEW

Doors Open

4 p.m. | Gaston Hall

Real Estate Repriced: Capital, Risk, and the Next Cycle

5 p.m. | Gaston Hall

Powering the Digital Economy: Data Centers, Energy, and the Future of Digital Infrastructure

6 p.m. | Gaston Hall

Cocktail and Networking Reception Presented by Sitex Group

7 - 9 p.m. | Dahlgren Quad (Rain Location: Hariri 1st Floor Tent)

AGENDA Real Estate Repriced: Capital, Risk, and the Next Cycle

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.

Nick Azrack (C’06) Partner, The Baupost Group Nick Azrack joined Baupost in 2009 and leads the firm’s real estate investment team. In his role he oversees investments in a variety of real estate opportunities, including real estate-related securities, development and redevelopment opportunities across asset classes, distressed debt secured by real estate, lending, and land. Prior to joining Baupost, he was an analyst at Vornado Realty Trust in New York City. Azrack graduated from Georgetown University with a B.A. in political economy.

Moderator: Erin Dixon (B’11) Partner, Sterling Investors Erin Dixon is a partner at Sterling Investors where she leads asset management and business development and is also a member of Sterling’s Investment Committee. Before joining Sterling, Dixon spent over 12 years at Northwood Investors, working in both New York City and London for eight years. Her focus was on real estate acquisitions across various property sectors in the United States and Europe. Prior to her tenure at Northwood, she worked in the Real Estate Investment Banking group at Bank of America Merrill Lynch. Dixon graduated summa cum laude from Georgetown University’s McDonough School of Business, where she earned a double major in finance and accounting.

Tyler Henritze

Time

Founder and Managing Partner, Town Lane Tyler Henritze is the founder and managing partner of Town Lane, where he oversees all aspects of the business. Prior to founding Town Lane, Henritze spent 19 years at Blackstone (2004-2023) where he was a partner and head of strategic investments for Blackstone real estate Americas, head of real estate acquisitions Americas, and was a member of Blackstone’s global real estate investment committee. As the co-head and head of real estate acquisitions Americas, he helped oversee $88 billion of equity deployed. Tyler received a B.S. in commerce from The McIntire School of Commerce at the University of Virginia.

AGENDA Powering the Digital Economy: Data Centers, Energy, and the Future of Digital Infrastructure

6 p.m. | Gaston Hall

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.

Marc C. Ganzi CEO, DigitalBridge

Time

Marc C. Ganzi is the CEO at DigitalBridge and has been an investor and operator in the digital infrastructure sector for more than 30 years. Ganzi originally founded Digital Bridge Holdings in 2013, and, as its CEO, built the firm into a leading global manager of digital infrastructure assets with more than $20 billion in assets under management until its merger in July 2019 into the current public company, DigitalBridge Group, Inc. Previously, Ganzi founded Global Tower Partners (GTP), which grew to become one of the largest privately-owned tower companies in the United States under his leadership before being acquired by American Tower Corporation in 2013 for $4.8 billion. At GTP, Ganzi executed a series of strategic acquisitions, build-to-suit agreements with wireless carriers, and financings in the credit markets.

Moderator: Matthew L. Cypher Director of the Steers Center, Atara Kaufman Professor of Real Estate Georgetown University McDonough School of Business Matthew L. Cypher was the director of underwriting at Invesco Real Estate prior to his position at Georgetown University, where he was a member of the firm’s Investment Committee and Investment Strategy Group. He currently sits on the board of Chiron Real Estate (NYSE: XRN) and is the chairman of their Nominating and Governance Committee. He holds a Ph.D. and M.S. from Texas A&M University and a B.S. from Pennsylvania State University.

DISCUSSION Q&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

THANK YOU TO OUR SPONSORS

M.S. IN GLOBAL REAL ASSETS

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.

GLOBALREALASSETS.GEORGETOWN.EDU