ANREV & IP Real Estate present: Investing in Europe - the opportunities and the risks
European real estate markets attracted more global capital in 2014 than at any time since the global financial crisis. Why is this and should investors continue to target the continent? This half-day event is an opportunity to hear from Europe's leading investors and advisers. To register, please click here
Date: Tuesday 16 June 2015
Location: The Fullerton, Singapore
Conference Programme*
1.45 - 2.15pm: Registration
2.15 - 2.45pm: The macroeconomic story
Professor Sotiris Tsolacos, Chair in Real Estate Finance ICMA Centre – Henley Business School highlights the economic backdrop to the day's discussions. What does the European Central Bank's QE programme mean for Europe's real estate markets? What will happen to property if the euro-zone does not stay intact?
2.45 - 3.10pm: The future of Europe's cities
TIAA Henderson Real Estate has scored over 200 European cities according to the qualities that make them attractive to people and occupiers, today and in the future.
Alice Breheny, global co-head of research, will explain how investors can incorporate long-term megatrends into their investment strategies.
3.10 - 3.35pm: Playing the market cycles
Europe is home to a diversified range of markets and cities that behave differently and recover at different speeds. Philippe Peirs, head of International real estate of La Francaise will look at the different strategies and approaches required to find the best opportunities in individual European markets, whether it be CBD Paris, regional markets in the UK or second-tier German cities.
Mr. Peirs has enjoyed a 20 year career in equity capital markets and real estate. As a Managing Director and Head of International Real Estate Development at La Française, Philippe is responsible for pan-European, Middle Eastern and Asian product and business development, working hand-in-hand with Forum Partners. Prior to joining La Française, Philippe was Managing Director and Head of Private Equity Fundraising Group at Société Générale CIB, where he was instrumental in developing private fundraising advisory services focused on European real estate, infrastructure and renewable energy. Philippe graduated from ESCP and has a Master of Science in Finance from the London Business School.
3.15 - 4.15pm: Investment panel discussion
led by Alan Dalgleish, CEO, ANREV
Hamel Shah, Partner, Azimuth Global Partners
Richard A Johnson,
Global Head of Business Development – Global Real Estate, UBS AG
4.15 - 4.40pm: Networking and coffee break
4.40 - 5.05pm: Yield premium in an era of ultra-low interest rates
Quantitative easing is now being implemented in Europe, while deflation and low growth remain problems for Europe in 2015 and beyond.
Tom Lee, Managing Director, Head of EMEA Real Estate of Blackrock will examine the effects on both Europe’s real estate market and investors’ confidence and allocations to the sector.
5.05 - 5.30pm: Sector focus
Which property sectors offer the best opportunities in the current market cycle? Should investors be looking at alternative property types like hotels, student housing, healthcare and social infrastructure?
5.30 - 5.45pm: IP Real Estate Round up & final Q&A
5.45 - 7.30pm: Drinks reception
* Programme is subject to change
For the event details, please access here