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UK Commercial RE Forum - Finding opportunities out of recovery

Finding opportunities out of recovery

18th June
08:30 - 12:00 | British Summer Time (GMT+1)
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58 people are attending
Credit: Freeman Photography NZ / Shutterstock
Matheus Campion
Matheus Campion
Director Real Estate - UKGRI Institute
United Kingdom
Loredana Carollo
Loredana
Loredana Carollo
Director Southern EuropeGRI Institute
ABOUT THE EVENT

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?


 
09:00 - 09:15

Market Sentiment, Demand & Capital Mix

What is bid data telling us about the market and other indicators?

09:15 - 10:00

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?


10:25 - 11:25

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

 

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Find out more about our sponsorship opportunities

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Pan European Club Partner
Club Partners
https://cms.law/en/int/publication/our-real-estate-capability-at-your-service
Warsaw | Poland
With the largest commercial real estate team in Europe and one of the biggest worldwide, CMS is well positioned to help investors, funders, developers, landlords and occupiers navigate all aspects of the real estate market and maximise their assets. Whatever the size and scope of your project or deal, with almost 800 real estate lawyers in 46 countries we have the resources to meet your needs quickly and efficiently, offering expert advice. We have been active in real estate in our markets for decades, so we understand the culture, the economic context, the local legal context and the history.
http://www.cliffordchance.com
London | United Kingdom
We are one of the world's largest law firms with significant depth and range of resources across five continents. As a single, fully integrated, global partnership, we pride ourselves on our approachable, collegiate and team based way of working. We always strive to exceed the expectations of our clients, which include corporates from all the commercial and industrial sectors, governments, regulators, trade bodies and not for profit organisations. We provide them with the highest quality advice and legal insight, which combines the Firm's global standards with in-depth local expertise.
https://www.dentons.com/en/global-presence/europe
London | United Kingdom
Dentons is the world's largest law firm, delivering quality and value to clients around the globe. Dentons is a leader on the Acritas Global Elite Brand Index, a BTI Client Service 30 Award winner and recognized by prominent business and legal publications for its innovations in client service, including founding Nextlaw Enterprise, Dentons’ wholly owned subsidiary of innovation, advisory and technology operating units. Dentons' polycentric approach, commitment to inclusion and diversity and world-class talent challenge the status quo to advance client interests in the communities in which we live and work. www.dentons.com.
http://www.jll.co.uk
http://www.jll.co.uk
+44 (0) 20 7493 4933
London | United Kingdom
For over 200 years, JLL (NYSE: JLL), a leading global commercial real estate and investment management company, has helped clients buy, build, occupy, manage and invest in a variety of commercial, industrial, hotel, residential and retail properties. A Fortune 500® company with annual revenue of $20.9 billion and operations in over 80 countries around the world, our more than 103,000 employees bring the power of a global platform combined with local expertise. Driven by our purpose to shape the future of real estate for a better world, we help our clients, people and communities SEE A BRIGHTER WAYSM. JLL is the brand name, and a registered trademark, of Jones Lang LaSalle Incorporated. For further information, visit jll.com.
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