The Relative Value Lens:
How Institutional Investors Think About Real Estate
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Gain the institutional advantage in real estate investing—on your own schedule.
Hosted by: Trifecta MD
Now available!
The full recording of our live webinar, "The Relative Value Lens: How Institutional Investors Think About Real Estate," available for a limited time.
If you weren't able to join us live, this is your chance to get an exclusive look at how top professionals evaluate real estate deals.
Our expert panel—Jeremy, Eli Chess, Adam Moriwaki, and Dr. Alanna Levine
—shares the exact framework they use to assess opportunities and make strategic decisions.
Jeremy Shean
Co-Founder & Managing Partner
Jeremy served as Head of Finance at Morpho Energy, a clean energy development platform. Previously, he was a Portfolio Manager at Lord Abbett, where he was responsible for investing in commercial mortgage-backed securities (CMBS) and commercial real estate (CRE) loans while growing the portfolio to over $20 billion. Prior to Lord Abbett, he was a trader on the CMBS desk at Nomura where he managed a $400+ million trading book. Jeremy holds an MBA from the University of Southern California, Marshall School of Business, and a BSE in Computer Engineering from the University of Massachusetts, Lowell.
Eli Chess
Co-Founder & Managing Partner
Eli co-founded Three Trains Partners, a dedicated equity management platform that raises private equity funds and strategically invests in institutional-grade, value-add multifamily projects, commercial land banking, and hotel development deals. The multifamily portfolio includes 1,672 units and $436+ million in assets under management (AUM). He is a General Partner of funds that have invested in $41+ million in land banking projects in West Valley, AZ, and a $276+ million hotel development project in Miami Beach, Fl. Eli holds a BA with honors from Cornell University.
Adam Moriwaki
Co-Founder & Managing Partner
Adam built and managed multi-billion dollar
CMBS and CRE portfolios at Citadel, Hayfin
Capital Management, and Beach Point
Capital Management, where he held Portfolio
Manager and Managing Director positions.
Before transitioning to the buy-side, he led
structured credit strategy for the Global
Markets Division at Goldman Sachs. He also
developed trading and investment strategies
for the CMBS trading and capital markets
desks at Morgan Stanley. Adam holds an
MBA from the University of Southern
California, Marshall School of Business,
where he graduated at the top of his class,
an MPA from Columbia University, and a BA
from the University of Wisconsin.
Alanna Levine, MD
Head of Strategic Partnerships
Alanna Levine is a co-founder of Three Trains
Partners, an investment platform focused on
raising and deploying private equity across
high-impact real estate opportunities,
including value-add multifamily, commercial
land banking, and hospitality development.
At Long Sand Partners, Alanna leads the
retail investment platform and manages
strategic relationships across a broad
network of partners and investors, expanding
access to institutional-quality opportunities.
She holds a B.A. from the University of
Wisconsin, an M.A. from Boston University,
and an M.D. from the Sackler School of
Medicine.
Part 1: The Framework
We’ll start with a 30,000-foot view of the wide range of real estate opportunities out there and introduce a basic framework for how institutions think about risk. From there, we’ll demystify the core terms and tools used by professional investors to evaluate deals through a relative value lens.
By watching the replay, you will learn:
A practical framework for assessing risk like a professional investor.
How to decode complex terminology used in institutional real estate.
The secrets behind evaluating a deal to determine if it's the right investment at the right time.
Real-world deal examples to put these powerful concepts into practice.
Don't miss out on this valuable information