15 June 2022
Market update and investment opportunities in Europe and Asia
15 Jun 2022 @ Namsan I + II , Grand Hyatt Seoul
ANREV is pleased to invite you to a seminar in Seoul on 15 June to discuss insights and views on investing in European real estate and how to adapt your real estate portfolio allocation and strategies. The seminar will also provide an overview of emerging new sectors and discuss debt opportunities in developed Asian markets.
Details
Date
Time
09:20 – 13:00 (Registration 09:00)
Fee
Free of charge for ANREV members & investors
USD 150 for non-members
RSVP
Please scroll down this page to complete the registration form. Once complete, an email will be sent with credit card payment link.
For more details, please contact [email protected]
Agenda
10:00– 10:20: Registration
10:20– 10:30 Welcome remarks
10:30 – 11:20: Keynote speaker
Topic:
• How has the Ukraine-Russia conflict affected European real estate markets?
• Where are the risks building up most? Where are the relative winners?
• What are the fundamentally positive trends? And which one are the disruptors?
• How have we adapted to the spike in inflation in the way we underwrite
• Where do we see value today? What to avoid?
• What deals do we particularly like? And which ones are now turning down?
• Has the definition of core narrowed or expanded with the rise in interest rates? How about value-add deals?
• How we are structuring our deals to hedge risks and to take advantage of current market circumstances.
Presenter: Dr. Mahdi Mokrane, Head of Investment Strategy & Research, PATRIZIA / Paul Hampton, Managing Director. Head of International Funds, PATRIZIA
11:20– 12:00 Presentation
Topic: Emerging sectors post-COVID: Logistics, data centres, self-storage, multi-family, life sciences and sustainability
•Re-balancing portfolios to the logistics sector and growing alternative sector such as data centres, self-storage and life science assets
•Growth in the multi-family and build to rent sector is also structural in nature with growth potential in large markets such as Australia
•How a critical mass of occupiers, developers and regulators are now changing requirements, incentives and investments to decarbonise
Presenter: Regina Lim, Head of Strategic Advisory, Asia Pacific Capital Markets, JLL
11:20 – 12:00 Presentation
Topic: Overview of the real estate debt opportunities in developed Asian countries
•Where real estate debt fits in an institutional portfolio
•Opportunities in developed Asian markets
•Understanding risk management and manager selection
Presenter: Rai Katimansah, Partner & Portfolio Manager, Multiple Capital Investment Partners (a subsidiary of Sun Hung Kai & Co.)
12:00– 12:05 Closing remarks and Q&A
12:05– 13:00 Lunch
Dr. Mahdi Morkane
Head of Investment Strategy & Research
PATRIZIA
Mahdi joined PATRIZIA in January 2020 as Head of Investment Strategy and Research, overseeing PATRIZIA’s investment strategies, research and performance analytics. He works closely with the CIO in crafting PATRIZIA’s House View and serves on PATRIZIA’s Investment and Executive Committees.
Previously, Mahdi worked at LaSalle as Board Member where he led the European strategy and research team and served on LaSalle’s Debt & Special Situations and private equity real estate investment committees. Mahdi held leading roles at AEW, MSCI IPD, ESSEC Business School, and Caisse des Dépôts. He is also a regular keynote speaker.
Mahdi holds a Ph.D. in Economics and Finance from EHESS (France), a Masters in Financial Economics of Dauphine University, and is an active member MSCI IPD, INREV, EPRA and the RICS.
Regina Lim
Head of Strategic Advisory, Asia Pacific Capital Markets
JLL
Regina is the Head of strategic advisory, Asia Pacific capital markets in JLL, overseeing transaction intelligence, market entry strategies, portfolio allocation and sector-specific client solutions. In 2015-2019, she was Head of capital markets research for Southeast Asia.
Prior to joining JLL in 2015, Regina was the Head of Singapore Equity Research and Head of ASEAN Property at Standard Chartered. She has over nine years of experience covering Singapore developers and SREITs in UBS and Standard Chartered. From 1998 to 2006, she worked for Singapore’s Urban Redevelopment Authority, where she undertook property research, land sales policy and planning policy studies. Regina graduated from Oxford University with a Masters in Engineering, Economics and Management.
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