Overview – Thursday – February 25

9:00am – 9:05am

Welcome

9:05am – 9:45am

Managing the Portfolio Challenges within Real Estate

If the impact of COVID-19 was not enough on real estate over the past year, asset owners were faced with the ramifications from the early release scheme as funds eagerly sought liquidity. This session covers the asset owners’ learnings as they dealt with the lack of liquidity in unlisted fund structures, the volatility of public and private valuations, obstacles with due diligence and an impending challenge of benchmarking performance.

Simon Gross

Head of property, IOOF

Pete King

Head of property, VFMC

Suzannah Morrison

Associate portfolio manager, Aware Super

Chair

Alex Proimos

Head of institutional content, Investment Magazine

9:45am – 10:10am

Tailwinds and headwinds: Navigating real estate post-Covid

COVID-19 has exacerbated fundamental shifts in technology, culture and the environment. These changes have threatened the resilience of many real estate sectors. This session will compare and contrast the overarching themes affecting global real estate and how investors may seek to adjust their strategy?

Kathleen McCarthy

Senior managing director and global co-head, Blackstone Real Estate

Chair

Laurence Parker-Brown

Content producer, Conexus Financial

10:10am – 10:30am

Socially distant shopping: How does retail need to evolve?

The global lockdowns have acted as a catalyst for online retail. Brick and mortar are facing a harsh reality to offer an improved experience. Despite the headwinds, retail space may be oversold and could act as a value play given the desire to resurrect urban areas. This session explores the spectrum of opportunities as landlords consider how to reinvent their occupant mix and leverage transport hubs to support urban regeneration.

Bianca Ray

Consultant - real assets, Frontier

Chair

Laurence Parker-Brown

Content producer, Conexus Financial

10:30am – 10:55am

Resilience real estate: Where are the survivors?

Traditional real estate is shaking at its core. This session will discuss the state of play and how the alternative real estate classes have performed through the pandemic. It will dive into the ongoing transformation in the market, potential challenges, and resilience in student housing, medical office and storage.  

Al Rabil

Chief executive, Kayne Anderson

Chair

Alex Proimos

Head of institutional content, Investment Magazine

10:55am – 11:25am

Materiality, incorporating ESG and resilience across real estate assets

As investors move beyond exclusion processes, they aspire to fully understand the processes in action across all asset elements, from materials, energy use and emissions, through employment standards, governance structures and tax adherence. This session considers the latest workaround investment stewardship and embedding the UN sustainable development goals.

Tanya Do

Portfolio manager, Asia Pac Core Property, AEW Capital Management

Lily Kao

Senior portfolio manager, US Core Property, AEW Capital Management

Chair

Laurence Parker-Brown

Content producer, Conexus Financial

11:25am – 12:30pm

Virtual table discussions: The performance test and its implications for real estate

A short presentation will lead this interactive session hosted over the Remo networking technology by David Bell and then move to open discussion amongst the asset owners, consultants and the asset managers. 

David Bell

Executive director, Conexus Institute

Chair

Laurence Parker-Brown

Content producer, Conexus Financial

12:30pm

Morning Close

3:00pm – 3:05pm

Welcome

3:05pm – 3:35pm

Reigniting innovation and technology in real estate

Property technology is unleashing a broad range of designs from manufacturing, building safety, and hardware to software and listings apps. This session will cover these disruptive platforms and solutions as they change how property is being used, maintained and transformed today.

Jonathan Hannam

Managing partner, Taronga Ventures

Declan Walsh

Investment manager, Abu Dhabi Investment Authority

Chair

Laurence Parker-Brown

Content producer, Conexus Financial

3:35pm – 4:00pm

The office in flux: reusing of existing property through the coming transformation

The pandemic and its associated lockdowns have inspired a rapid pivot towards more effective digital communications and remote working. The impact has led to questions on revitalising some commercial real estate. This session will explore the ongoing process to refurbish, transform and reimagine assets for the future.

Micah Schulz

Fund manager, APPF Commercial, Lendlease

Chair

Alex Proimos

Head of institutional content, Investment Magazine

4:00pm – 4:25pm

Reviewing the real estate portfolio: Building resilience and nuance

Investors have a range of options in establishing a diverse and resilient portfolio of real estate assets. Diversification can take place across deal structure, geography and sectors of the economy. This session considers case studies of how an asset owner and managing are thinking around the mix of core, niche, locations and deal types to protect their members in an uncertain world.

Justin Curlow

Global Head of Research & Strategy, Real Assets, AXA Investment Managers

Chair

Laurence Parker-Brown

Content producer, Conexus Financial

4:25pm – 4:50pm

BACK TO THE FUTURE: WILL EUROPEAN SPECIALTY MIRROR US TRENDS?

Domestic institutional investors are increasingly looking further afield to complement their traditional core real estate exposures that are nascent within Australia and source diversification. This session considers the opportunities associated with speciality investments in Europe and the propensity for this market to mirror the US's trends exhibited by similar assets.

Caleb Mercer

Managing director, European private real estate, Heitman

Chair

Alex Proimos

Head of institutional content, Investment Magazine

4:50pm – 5:30pm

Beyond the core: Discovering alpha from investments less ordinary

Many investors are looking at niche opportunity sets in real estate to offer diversification and potential outperformance. This session invites consultants to survey the marketplace and to share examples of perceptive niche investments ideas.

Padraig Brown

Head of real estate, Mercer

Mary Power

Head of property, JANA

Ben Woolley

Consultant, Frontier

Chair

Alex Proimos

Head of institutional content, Investment Magazine

5:30pm

Event Close