Friday, 1 Setemper 2023
ANREV Briefing
ANREV is pleased to invite you to a briefing in Seoul on Friday, 1 September to discuss the latest insights on the US and Australian real estate market and address some of the following questions:
- What is driving the improved retail outlook in Australia and what are the market trends for offices and logistics in Australia?
- What is the outlook of the US industrial and residential multi-family market which are both sectors facing heavy near-term supply issues and liquidity constraints?
08:15- 10:30 ( Registration 08:00)
Sutido 1+2+3, Conrad Hotel
Free of charge
08:00 Registation
08:15– 08:20: Welcome remarks
08:20- 08:50 Breakfast
08:50- 09:05 Presentation
Topic: Hunt for alpha in commercial real estate
• Key themes driving capital markets
Presenter:
Pamela Ambler, Investor Intelligence & Strategy, Asia Pacific, Capital Markets, JLL
09:05 - 09:30 Presentation
Topic: Australian market local insights
•What is driving the improved retail outlook in Australia?
•What are the market trends for offices and logistics in Australia?
•How is the capital market dislocation creating new opportunities?
Presenter:
David Sleet, Fund Manager GWCF, The GPT Group
Chris Blackmore, Fund Manager GWOF, The GPT Group
Callum Bramah, Head of Strategy & Wholesale Capital, THE GPT Group
09:30– 09:55 Presentation
Topic: Market update on US Multifamily and Industrial sectors
Multifamily:Strong fundamentals in the face of near-term supply and capital market disruption headwinds
•Recent performance variations by market and submarket and product types within them
•What secular trends are driving demand for MF?
•How lender pullback is affecting properties and GPs
Industrial: Positive outlook for the industrial property sector despite heavy supply and capital market disruption
•Properties differentiated by size, quality, location, and age
•What secular trends are driving demand for industrial?
•How capital markets disruption and heightened lending standard is affecting new construction starts
Presenter:
Nathan Schubert, Head of Growth and Income, Crow Holdings Head of Growth and Income
Bruce Hafner, Co-Head of Industrial Strategy, Crow Holdings
09:55– 10:20 Panel discussion
10:20– 10:30 Closing remarks and Q&A
Pamela heads up the newly created Investor Intelligence program, partnering closely with JLL’s regional Capital Markets and Research teams, advising and interacting with its existing and future client base.
Core to her role is the delivery of JLL Capital Markets data and intelligence, geographic and sectoral research, and articulation of the firm’s broader investment advisory strategy. She coordinates JLL’s market-leading capital analysis and research products, data programs and provides timely external commentary on topical real estate investment and macroeconomic themes.
Pamela joined JLL from regional broadcaster CNA where she presented and produced global and regional business and economic news. She brings more than a decade of experience as a financial correspondent covering international capital markets, M&A, monetary policy and real estate.
Throughout her career, she’s worked for global media platforms including Forbes, Reuters, Bloomberg and CNBC in Hong Kong, San Francisco and New York.
David was appointed Fund Manager of the GPT Wholesale Shopping Centre Fund (GWSCF) in December 2021, and has over 25 years' experience in the property industry. David joined The GPT Group in 2005 as Capital Transactions Manager - Retail.
Prior to joining GWSCF as Deputy Fund Manager in February 2016, David was Development Manager - Retail, with responsiblility for the masterplanning of the next stages of Rouse Hill Town Centre - a major transit oriented, mixed use centre in the North-West of Sydney. This included project formulation, gaining development approvals and the acquisition, subdivision and partial on-sale of land.
David’s previous experience includes five years at Lendlease in asset and portfolio management, development and capital transactions.
Reporting to the Fund’s majority independent Board, Chris is responsible for managing all aspects of the GPT Wholesale Office Fund, including risk, strategy setting, capital management and investment performance, incorporating development, capital transactions, leasing and asset management. He has over 20 years of real estate experience, centred on investment management in commercial property, for listed and wholesale vehicles, with a strong corporate governance focus.
Chris re-joined GPT in May 2022 and has held senior property roles at several industry leading organisations, including Lendlease, The GPT Group (2004 -2016), Macquarie Group and Legal & General. His most recent roles include Fund Manager of Lendlease’s Sydney Place Club Fund and prior to that, Fund Manager of GPT’s ASX-listed Metro Office Fund, from IPO until its sale.
Callum joined GPT Group in January 2014 and is responsible for driving group and divisional strategy, M&A and wholesale capital. Callum is a member of the GPT Group Investment Committee. Prior to GPT Group, Callum worked at Macquarie for 11-years where he held the roles of Head of Property Research for Asia-Pacific based in Hong Kong, Head of Property Research for Australia, Head of Transport Research for Australia, Senior Analyst Consumer & Retail for Australia. Callum has a Master of Commerce from the University of New South Wales, a Master of Business Administration from the University of Technology Sydney and a Bachelor of Science from the Australian National University.
Nathan Schubert is a Senior Managing Director and leads the firm’s Growth and Income platform. He also sits on the Investment Committee of Crow Holdings Capital.
Nathan began his real estate career in 2003 and has been with Crow Holdings and affiliated entities since 2014. Prior to joining CHC, Nathan was with JPI, where he served in various multifamily development, acquisition, and asset management roles.
Nathan received a Bachelor of Arts in Economics from the University of Texas and is an active member of the National Multi-Housing Council and The Real Estate Council.
Brice Hafner is Senior Managing Director in the Industrial Group of Crow Holdings Capital, where he is responsible for the oversight of all industrial acquisitions, development, leasing, and dispositions in the Western region of the United States. He currently sits on the CHC Investment Committee.
Brice joined CHC in 2011 as a financial analyst, eventually transferring into an asset management role. In 2017, Brice joined Panattoni Development Company where he served as a Partner and was responsible for industrial developments, acquisitions, and leasing for the Dallas-Fort Worth market. He re-joined CHC in 2018 as a Director in the Industrial Group. Brice received a Bachelor of Science in Economics and a Bachelor of Arts in Public Policy from