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Join us at the APREA Australia Conference, where global leaders connect to explore growth opportunities and the future of the real assets industry.

With the theme, "Profiting from Dislocation in Real Assets across APAC", the conference will delve into dislocations in the real assets industry and how these present unique opportunities. Strategic investments and informed decision-making can capitalize on market shifts, creating a pathway for gains in the dynamic investment landscape.

Attend the conference for insightful discussions, expert presentations, and valuable opportunities to connect with the best and the brightest from Australia and beyond.

Programme

2:15PM to 2:20PM

Introduction

Emcee


Piper Dedrick

Associate Director
Institutional Investments, Capital Markets
JLL

Welcome Remarks

Speakers

Sigrid Zialcita

CEO
APREA


Lim Swe Guan

Chairman
APREA Australia Chapter
Chairman
Cromwell European REIT

2:20PM to 2:55PM

Keynote Presentation: Mapping Property Investment Dislocations and Opportunities Across APAC

The current landscape in the real assets market is marked by significant dislocations, presenting both challenges and opportunities for investors. This session explores the various factors that contribute to these dislocations, including pricing gaps, demand fluctuations driven by regulatory changes and sovereign risks, and supply chain disruptions impacting fundamentals and forecasts. Notably, the financing landscape reveals a pronounced debt funding gap, prompting a closer examination of sectors and countries with the most substantial gaps and exploring avenues to capitalize on these dislocations.

Speaker

Hanna Safdar

Head of Research & Strategy, Asia Pacific
AEW

2:55PM to 3:25PM

Fireside Chat: Benefiting From Property Dislocation and The New Economy

Navigating the intersection of property dislocation and the New Economy offers a distinct opportunity, particularly in the burgeoning Asian markets. Investor interest is prominently directed towards industrial sectors, with logistics and data centers taking center stage. The emphasis on development and acquisition strategies, particularly in countries like Australia and across Asia, underscores the evolving landscape, although risks associated with obsolescence in logistics and data centers, as well as policy uncertainties in China and Australia, warrant careful consideration within this dynamic investment space.

Speaker

Phil Pearce

CEO Australia
ESR

Moderator

Wissam Abwi

Partner
Minter Ellison

3:30 PM to 4:15PM

Panel 1: Opportunities in the Living Sector: Profiting From the Demand And Supply Dislocation

This session focuses on the living sector, which is emerging as a potentially underweighted super-sector and presents investors with both challenges and opportunities. The intricacies of navigating supply challenges and dislocations in pricing, demand, supply, financing, and regulatory landscapes demand a strategic approach. Investors keen on exploring attractive living sectors such as multifamily, manufactured housing, seniors living, student housing (PBSA), and co-living must carefully assess the associated returns, recognizing the unique dynamics that shape this segment of the market.

Panelists

Angela Buckley

Fund Manager
Mirvac


Jeremy Fyfe

Senior Director, Head of Origination NSW/ACT
Qualitas

 


Michael Comninos

Director
Astrolabe Group


Von Slater

Executive General Manager
Ingenia

Moderator

Peter Ho

Portfolio Manager, Asia Pacific and Member of the Global Securities Allocation committee
AEW

4:15PM to 5:00PM

Panel 2: The Allocation Decision

Navigating the realm of liquidity dislocations demands a discerning perspective from allocators and investors, prompting a nuanced exploration of the public versus private markets and the intricacies of debt versus equity. Sector preferences and the critical balance between current assets and long-term capability add layers to the evaluation criteria for selecting managers. As investors grapple with private sector liquidity windows, innovative products, and fee considerations, the landscape underscores the significance of leveraging portfolio levers for optimal returns amid evolving fee trends.

Panelists

James Drohan

Director - Listed Tangibles
Future Fund


Pretar Harris

Senior Vice President, Real Estate
Brookfield


Rodney Fung

Head of Portfolio and Asset Management, Asia-Pacific
Ivanhoé Cambridge


Yuzo Nishiyama

Executive Director – Head of Australia
Mitsubishi Estate Asia (Australia)

Moderator

Thomas Hill

Senior Vice President, Real Assets,
Citco Fund Services (Australia) Pty Ltd

5:00PM to 5:05PM

Closing

Speaker

Matthew Kandelaars

Group Executive, Policy and Advocacy
Property Council of Australia

 

5:05PM to 6:30PM

Networking Cocktails

Sponsors

ANNUAL PLATINUM SPONSOR

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ANNUAL GOLD SPONSOR

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ANNUAL INDUSTRY PARTNER

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CONFERENCE SPONSORS

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