Finding opportunities out of recovery
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We take a large number of information into consideration but in short, applying leaders must meet 2 basic criteria:
a) Seniority: decision-makers only.
b) Principal: invested real estate or infrastructure companies with capital at risk.
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As 2025 has set up the return of core, and pricing heating up, is the UK top of the deck when it comes to commercial real estate allocations?
Co hosted with JLL UK Capital Market & GRI Club, a selection of the UK’s top real estate investors, asset owners, and lenders will get together in London for a private gathering looking to foster deal flow with each other. Explore the pricing outlook, deal structures, and investment strategies shaping the year. Participate and exchange views on the capital flow and where the next wave of investment is heading.
Discussions will touch on:
• Market recovery - is core back on the menu?
• Capital mix - are we seeing more diversity from Core, PE and private capital?
• Looking ahead - investment and transaction predictions
• International Investment into the UK - Which assets?
• Pricing and Underwriting - Where are the risks? ESG, Obsolescence, Politics or AI?
Market Sentiment, Demand & Capital Mix
What is bid data telling us about the market and other indicators?
Core
The comeback capital?
- Core - Why the turnaround in sentiment?
- Supply/Demand - Where are the pricing indicators and bid data pointing us?
- Where is liquidity coming from and how is this evolving?
- Risk & Opportunity - How are investors responding to the macro-economic environment?
- Investment Profiles - Are we likely to see any changes to investor appetite and attitudes?
Risk, Repositioning & Pricing
Can we solve the matrix of underwriting obsolescence?
- Bringing buildings back from the brink - Strategic retrofitting for early mover advantage
- Capex and pricing planning - How to navigate aspects of obsolescence (Building age, regulation, technology, location)
- Obsolescence Risk and Opportunity - Which sectors are most impacted, which offer future value add pricing?
- Shaping Investment Strategy - Impacts on AUM and direction of future approach
- How retrofit can be a lever to re-balance portfolios, not just buildings
Phil Ryan











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