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
Introduction
Emcee
Piper Dedrick
Associate Director
Institutional Investments, Capital Markets
JLL
Welcome Remarks
Sigrid Zialcita
CEO
APREA
Lim Swe Guan
Chairman
APREA Australia Chapter
Chairman
Cromwell European REIT
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.
Hanna Safdar
Head of Research & Strategy, Asia Pacific
AEW
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.
Phil Pearce
CEO Australia
ESR
Wissam Abwi
Partner
Minter Ellison
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.
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
Peter Ho
Portfolio Manager, Asia Pacific and Member of the Global Securities Allocation committee
AEW
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.
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)
Thomas Hill
Senior Vice President, Real Assets,
Citco Fund Services (Australia) Pty Ltd
Closing
Matthew Kandelaars
Group Executive, Policy and Advocacy
Property Council of Australia