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Investors' Talkshow - Edge of an economic void or always reasons to be optimisitc?
- The Cycle - Investing in the current inflationary and economic slowdown
- ESG - Constraints vs consumer retention
- Monetary Policy - Can we expect intervention?
- Working the Assets - Winner, Losers, Locations
- Buy, Sell & Lending Opportunities or Wait & See is Best?
- Future of Work & Live - How have demands changed?


Volatile Debt Markets
Who is lending and on what?
- Defining the current debt funding gap - Where are we?
- Demand shifts - Understanding bankers' conservatism
- Shorter term loans - Will alternative lenders take a larger market share in mezz loans?
- Competition - Will refinancing play a bigger role and what's the case for senior loans?
- Development, structuring and financing of alternative financing transactions
- Negotiations and due diligence
- Alternative Finance Allocations - Any downside to increased debt demand?





Recapitalisations
New ammo for Secondary Funds or price & process mis-fire?
- LP, GP & Secondary Fund Appetite - Why the rise in popularity for recaps?
- Retaining Fee Income - Any losers in the process?
- Retaining Asset Income -LPs & GP's both benefit or needs work?
- Secondary Funds - Room to grow or is a niche market?






Operational Resi Scale-Up
Risky business as usual or exploding inflation costs too hot to handle?
- Escalating Utility & Construction Costs - Finding yields despite exploding costs?
- Debt Liquidity - Financing flight to quality; what assets and locations will be in trouble?
- Demand & Supply Imbalance - Is now the time to scale up?
- Urban Location Opportunities - Neighbourhood assisted living to diversify portfolios & bridge supply gap?
- Leasing Models - Can greater flexibility innovate the product offering?










Spain
Global volatility affecting yield size or optimism on brisk deal flow?
- Market Corrections - Are they on the horizon?
- Investment Deals - Steap investment appetite for value-add & core/core + deals, where to find more?
- Competition - Mapping deals, diversifying asset classes and location to gain competitive advantage?
- Financing Opportunities - Gaps in funding needs to leave lucrative openings for investors to fill in the ‘middle of the capital stack’?
- JVs & Partnerships - Growth driver for GPs & LPs partnerships on solid deals?
- Mapping Risks & Future Challenges - Conservative allocations or upside to more returns on a wider range of deals?








CEE Rental Growth
Resilient despite adversity or optimism will be displaced?
- CEE as Europe’s Strategic Gateway - How has the war with Ukraine impacted international investor optimism?
- Pricing up Logistics & Offices - Are they sustainable with rising debt costs, under market uncertainty?
- Displacement into CEE - What challenges and opportunities to occupier demands and what asset classes affected most?
- International & Domestic Appetite -If moving from a zero interest rate environment are yields sustainable?
- Why do CEE rents lag behind other European markets? How will cap rates perform over the next short to medium term?
- Poland the safest bet for finding value or pricing played out? Where are the new opportunity locations?









Venture Capital & Tech Focused Funds
Capital heatwave or funding performance flow reversal?
- Technology-focused Funds - Significant amount of capital invested or a drop in the bucket?
- New Bets - Own use of resources or outside capital and partnerships to pivot bigger equity flows?
- Local & Global Markets - Defiance when accessing them or inefficient and fragmented landscape of markets and asset classes?
- Main Challenges - Increased competition, misallocation of capital or "Minsky moment" with funding levels drop and valuations rise?





Future Occupier Demands
Landlords ESG strategies panning out or not hitting the mark?
- Occupier Demands - What ESG considerations are tenants and talent looking for in real estate?
- Social & Governance Measuring - Working with tenants to gain more transparency
- Connecting Affordability & Sustainability - Can we make the numbers work?
- Wellbeing - Attracting & retaining tenants with new strategies?
- Sustainability - How viable are retn premiums really?








Cycle d’investissement en France
Besoin de corrections radicales de valeur ou encore de raisons d'être optimiste ?
- Où en sommes-nous dans le cycle d’investissement?
- Comment les risques géopolitiques nationaux et mondiaux influencent-ils l’économie française et le secteur immobilier?
- Quelle classe d’actifs se défend le mieux contre l’inflation?
- L’ESG est-il l’élément principal lors d’une évaluation des valeurs et du risque/rendement des portefeuilles?
- Quels sont les futurs investissements de création de valeur dans l’immobilier d’entreprise?







Senior Debt
Back to pre COVID pricing or risks still to navigate?
- Regulations in the Markets - Closing off opportunities for lenders?
- Interest Rate Spikes - Is senior debt still a viable option to achieve decent yields?
- Debt Leveraging - Risk assessment & pricing in dissonance?
- Relative Risk Reward - Location vs asset classes
- Green Lending - Aligning standards across the markets








Demographic Trends
COVID accelerators, displacement or affordability?
- Displacement - Demand uptake across asset classes in which locations?
- Flight to Quality - What assets will become hot properties and which ones will see a drop in valuations?
- The New Tenant Demand - ESG, affordability or amenities; what are occupiers really looking for?
- Ageing Society - How to bridge the gap of suitable product?
- Location Game - City centres still on top or will new neighbourhoods emerge?
- Demand for Resi - Have we only seen the beginning of chronic lack of suitable housing?









Logistics & Light Industrial Growth
Supply chain, displacement or stock risks?
- Building for Resilience - What current risk impacts on supply chains, how are investors, owners, developers underwriting?
- Rental Growth - Underwriting investor confidence?
- Emerging Demand Drivers - ESG, New Tech & E-commerce
- Transaction & Investment Activity Stats
- Accelerated Challenges & Opportunities -Low vacancy, nearshoring , land availability & e-commerce
- Urban Demand - Is there a shift in traditional logistics hotspots and will there be a crunch?









FDI into Italy
Deep opportunity pool or shallow buying stock?
- Looking for Value-add - Where and what are the hottest deals?
- Demand vs Supply - Lack of supply influencing the deal size and investment value?
- International & Local Investors Look Out - Partnering with the locals to find the hidden gems?
- Financing - Liquidity challenge or alternative way to go?







Germany
Value-add upswing, core haven or saturated market?
- Saturated Market - Where to find new opportunities & products?
- Potential Recession - Decrease in spending matched with inflation impacting investment & transaction behaviour - how will we go forward?
- Geopolitical Volatility - Impacts on supply chains and real estate demand
- Investment Appetite - Moving up the risk curve?











Real Estate Data 'Quo'
Overused complex tools or still a mountain of value to build?
- Data-driven Indicators - The key business driver into decision-making processes for capital investment and financial transactions?
- Scailing Strategies - Use of data while gaining competitive advantage?
- Digitalization - Boosting new investment strategies or still need to identify opportunities and gaps?
- Data Transformation - Strong value creation and mitigation of risk for capital or multiple constraints under uncertainty?
- ESG, Tech & Innovation - Digitalisation the new way forward?
- Complexity & Industry Challenges - What's next for unlocking more investment to rapidly growing digital trends and industry collaboration?









ESG Regulations
Taxonomy as value creation or danger of greenwashing?
- Regulations - How to create value out of SFDR & the EU/UK Taxonomy?
- Aligning Investment Approaches with SDGs
- Green Finance - Sustainability linked and green loans, is there confusion in the market? Growing popularity across lenders, what are they looking for from investors and asset managers?
- Circular Economy - When & how will it be included in the EU taxonomy?
- Impact on Value - How will ESG be factored into valuations going forward?
- Creating Science-Based Net Zero Pathways & Targets








Investing in France
Who you know, not size of wallet?
- Inbound Investment & Global Capital Appetite - Winners, losers decided by on ground connections?
- Does French real estate offer competitive returns for foreign capital? Will we see institutional or private capital shine?
- Is the competitive debt market offering new and attractive entry points?
- Co-invest, Club-deal, OPCI and other forms of investment - what are the preferred practices today?






He worked on all types operations: development, yield investment, property trading transactions and supervised more than 500 commercial Real Estate transactions. Jean-Philippe started his career structuring Real Estate investment funds. He then moved to BNP PARIBAS where he held various positions in the Real Estate market. Jean-Philippe graduated from IEP Paris and ASSAS University, Paris.



Investment Cycle
2022 just what the doctor ordered or inflation a bitter pill?
- State of Europe - Safest haven or inflation and geopolitical dangerzone?
- Risk Appetite & Underwriting Through Market Volatility
- Pricing Along the Risk Curve -Cyclical downturn vs structural shifts, how to adapt?ca
- Market Distortion - Non-cyclical cool down of the markets?









Office Investments
Buying spree or are performance indicators getting harder to predict?
- Assessing Rates & Rental Growth - Where will the value add performance come from?
- Office Rental Growth – actual growth or “re-calibration” of Grade A?
- Office sector Innovation – Amenity, flex, hybrid working, “hotelisation; Are Landlords driving sufficient innovation?
- ESG – how consistent is risk pricing?
- Interest rates – has the office sector already repriced?







Multifamily & SFR Rental Boom
Impossible with construction & inflation or yields a given?
- Risk, Reward & Resilience - Which living sub sectors are ones to buy, which to sell, and where?
- Yields, Rents & Rates - Business as usual or inflation risk shaking things up?
- SFR Boom - The new diversification asset class?
- Urban Growth & Return to Work - Repurposing offering new opportunities?
- Liquidity in the Markets - Who’s lending where and in what products?
- Governmental Intervention - Will we see rent caps going forward?






Core Logistics Yields
Location vs innovation?
- Low Yield Environment - How to find value?
- Innovation - Spec, multi-storey, super light or different locations?
- Core Logistics - defined by esg, location or something else?
- Do secondary locations exist in logistics these days?





Retail
Only with E-Commerce or bricks ‘n’ mortar making a comeback?
- Buy, Sell or Diversify? How to gain value out of retail assets?
- Pricing & Lending Opportunities & Challenges
- Metaverse, Automation & Digitisation - Is new tech opening doors for high street retail?
- Customer Experience - What structural changes will stick around?
- Innovating Retail - Breathing new life into high streets and shopping malls







Operational Resi
Smarter data uses or lack of institutionalized partnerships?
- Smart Tech - What is most applicable for BTR & what benefits will it bring?
- Integrated Tech - What considerations need to be made from an investor and developer side before construction begins?
- Shifts in Products - What features might be necessary to stay relevant vs which ones might put you ahead of the competition?
- Tenant Experience - Can third parties help in creating communities inside the building as well as with the local community?
- The Cost of Technology - How will this shift balance sheet considerations and impact return on investment?





Responsible Capital
How can real estate investors best mitigate climate risks?
Special Presentation: *Impact of Climate Change on European Real Estate Returns – flowing through yields or capex cost?
- Aligning ESG Strategies with Required Investment Returns
- Capital Allocation Strategies - ESG Incorporations in Risk Assessments
- Portfolio Considerations – Future proofing values as energy efficiency retrofits are phased into business plans
- Measuring Outcomes - Is CRREM the new universal frameworks facilitating reliable climate positive actions?
- How can ESG Disclosure Confirm Sustainable Investment Returns over Longer Investment cycles?





ESG & Net Zero
Nécessaires par peur d’obsolescence ou vraie création de valeur ?
- Stratégies d’allocation du capital - Comment trouver un compromis entre ESG et les fondamentaux de l’investissement ?
- Données et mesures - Quels indicateurs et objectifs les investisseurs pourraient-ils utiliser pour atteindre les exigences ESG en France ?
- Impacts réglementaires - Nécessité d’ajuster les portefeuilles ou le risque des actifs bloqués ?
- Créer des bâtiments aux règles ESG - Impact du bien-être sur la rétention et l’attraction des locataires ?






Debt Funds
Everyone’s a winner or competition flattening returns?
- Large vs. Small Funds, Shorter vs Longer Fundraising Cycles - Where's the value?
- Debt Funds Competition - Enough for all to play?
- Is the Competition Concentrated on Certain Assets?
- Time to Slow Down? Is the goldrush to deploy capital resulting in bigger premiums for deals and eating into returns?








Core
Location, location, diversification?
- Offices, Multifamily & Logistics Only Way for Core?
- How are Core Investors Competiting? Is it time to rethink Locations as the value finder?
- Supply Demand Imbalance In Core Locations Leading to a Pricing Imbalance?
- Pricing Risks - Any differentiations between locations & markets?






UK
Buyers up and up or braced for pricing fall?





Portugal Deals
Size matters or happy in the middle of capital stack?
- Transaction Volumes - Significant investment activity & deals highlights
- Mapping Capital - Measuring risky or ready for value capture when raising and allocating capital?
- LPs & GPs Partnerships - Innovate fundraising and capital injection structures?
- Investment Deals - Same asset appetite or repurposing of strategies with current pricing?
- Future Challenges & Cross-border Capital - How to stand-out and from where to attract and retain more capital?





Future of Industrial Spec Dev & BTS - Customer is king, can we meet the demand?
- What does the occupier need these days, can real estate adapt to cater?
- Smarter Warehousing & Industrial - Hybrid assets, AI, or more digital ESG tech?
- Robotics & Tech
- Smart Buildings & Operations
- ESG vs Super Light Industrial - Can the two co-exist?



Development vs Redevelopment
Which easy ESG wins, which carry the risks?
- Transactional Behaviour - Underwriting risks & what assets offer decent value propositions?
- Investment Appetite - Are investors ready to move up the risk curve?
- The New Super Core - What role will ESG play in upcoming valuations?
- Obsolescence Timeline - Safeguarding portfolios, preparing exit strategies and understanding potential to retrofit assets
- Mobilising Capital - Adapting business models, reassessing risk & government incentives
- Overcoming Transitional Risks - Portfolio adjustments & impacts on investment strategies
- Green Lending - Retrofitting & development debt availability & potential discounts




Reconversion des bureaux
Le vieux en or ou le neuf est le bijou de la couronne ?
- Rareté des produits et (re)conversion des bureaux - Qui mène le jeu?
- Planification de l’espace - La technologie peut-elle aider à aligner les besoins des locataires et des propriétaires afin d’optimiser les espaces?
- Technologie et ESG - Quels sont les nouvelles demandes?
- Les vendeurs et les acheteurs sont-ils alignés sur les prix?
- Les préoccupations environnementales sont-elles une nouvelle priorité pour les utilisateurs finaux?
- Gains rapides et rentables - Quelles technologies les décideurs immobiliers adoptent-ils?





Opportunistic & Value Add
Development, distress, location or demographics?
- With LP's moving up the risk curve, will we see a shake up of value added funds?
- Do the numbers work for development deals?
- What distressed deals are coming onto the market? What resilience can we expect?
- Where to find value in locations, any easy wins or have we reached the height of competition?
- Will demographic drivers accelerate resilience in some assets? What are the 'ones to watch'?






Finding Value in Assets
Operational is the new black or tenant fundamentals always shine?
- Work the Assets - Much more than reading the numbers?
- Tenants in Driving Seat?
- Product Availability & Appetite For Operational Asset Classes - Liquidity rich or risk?
- Which Asset Classes Winners, Which Losers, Which Ones to Watch?
- Leasing Performance & Operational Resilience - Can mainstream investors' find value?







Alternative Finance
Debt, insurance & mezz funds gobbling up, what's left for banks?
- Any upsides to more risk & higher prices?








Hotels Transactions & Investments
Capital bounceback or still in too deep?
- Investment Appetite - Which assets & locations are attracting investors?
- Liquidity - Investors, operators & owners to deploy capital to fill the gap on cash flows?
- Sustainability Strategies - What are the strategies for current assets, ongoing deals and pipeline opportunities?
- Hotel Transaction Strategies - Develop, rebrand, wait or buy?





Resi Fundraising
Enjoying institutional maturity or regulations capping off investors?
- Institutional Product - High liquidity & low risk creating a mature asset class?
- Governmental Interventions - Too much possible volatility?
- Positive Market Fundamentals - Will the current underlying conditions shift?
- Raising Capital - Have the players changed post pandemic?





Last Mile Assets
Pricing dream or risks underestimated by capital?
- Destination Last mile! Investment reality vs trends
- Asia, Europe, US - Everyone wants exposure, as pricing pushes up, who will stay and play?
- Blink and you’ll miss it - Do capital markets understand the opportunities in last mile?
- Institutional Appetite
- Rise of JV’s & Institutional Platforms - Finding local gems or still figuring out the numbers





Digital Workspace Transformation
Tenants driving or lacking experience, lacking liquidity smarts?
- Automation & Digital Control Systems - IOT creating the fastest-growing smart transformations or lack of digital space integration?
- Amalgamation Of Experiences - Enhanced via AI or difficulty in measuring activity with massive cloud computing?
- Mapping Motion & Trail - Tracking movements of user's journey with data collection allowing facilities management?
- Behavioural & Density Patterns - Future design of spaces in not-so-sci-fi mode or hard to predict with digital overload?




Community, Companies & Care
What puts the S in ESG?
- Defining the S - Health, wellbeing, diversity & social responsibility; what metrics should be taken into consideration?
- Looking Beyond Real Estate - Good governance as the key to the S?
- Human Capital Metrics - Cutting costs while adding value?
- Institutional Appetite - How important will certifications be for capital allocations?



Appétit risque-rendement
Des flots de capitaux et de dettes, mais nulle part où prospérer ?
- Placement Privé - Impact de Dry Powder sur l’anticipation des risques et des prix?
- Les investisseurs en actions ont plus que jamais besoin de prêteurs alternatifs?
- Dette ou fonds propres aux commandes?
- Opportuniste, Core & Value Add - Comment la concurrence se porte-t-elle?
- Manque de produits - Pas de pénurie de capital, mais nulle part où investir?
- Stratégies d’investissement et appétit pour le risque – Le facteur déterminant ESG, l’emplacement ou la classe d’actifs?
- Taux et rendements - Quand et comment pouvons-nous assurer la rentabilité de ces transactions?








Real Estate Post COVID
Case of relevance vs resilience?
- How has Real Estate Changed Post COVID in Terms of Structural, Cyclical & Demand Shifts?
- Expectations vs Reality - Will we see further buyer/seller pricing discrepancies and where will we find the new pricing normality?
- Too Much Volatility? Planning medium to long term strategies during uncertain times
- The Role of Placemaking & 'Halo Effect' - Creating sustainable destinations rather than creating 'buildings'






Cross Border Investments
Buyer pools deeper and diversifying or waiting on sidelines?
- Cross Border Capital Streams - Location vs asset classes
- Sky High Costs in the Markets - Closing off opportunities for lenders & investors?
- Debt Leveraging - Risk assessment & pricing in dissonance?
- Allocation Game - Delivering value during volatile periods
- A Saturated Market - JVs, re-capitalisations or platform investments; what offers best solutions for investors?







Office Demand
‘De-densification’ still a drag, or back to pre COVID appetite?
- Workspace Occupation - How has the space demand impacted leverage, portfolio size, rent payments, and revenue costs?
- Investment Transactions - Main ones show asset resilience?
- Asset Pricing & Value - What to expect from future pricing and values?
- New Demand - Acceleration and demand to newer offices might hinder investment returns on older stock?






Dry Powder
Floodgates open or frustrated LP capital ?
- LP Appetite - Race to private equity, are the premiums there?
- Fundraising - Explosive activity or competitor’s already cleaned up?
- Yield Compressions - With capital coming in, how low can they go?






Blockchain & Tokenization
Attractive niche or essential way forward?
- Blockchain-based Tokenization of Real Estate - Sooner than we expect or a distant norm for transactions?
- Fractional Ownership & Liquidity - Lack of investors or more liquid investments in digital assets?
- Automation & Transaction Costs - Blockchain to faster process numerous intermediate steps and be cost-effective?
- Transparency & Legal Framework - Attractiveness of tokenization as an investment opportunity or lack of regulations?
- Key Highlights of Investment Transactions



Nordics Investment Landscape
New divestment hotspot or too much inflation risk?
- Crossborder Capital - Will divestments into resilient Nordics markets continue post-pandemic?
- Institutional Investment Appetite - Capital allocations driven by ESG considerations?
- Inflation Risk - What impact would rising inflation have on Nordics as an investment destination?
- Commercial Assets - Logistics & offices seen as the winners during COVID
- Residential Assets - Finland as the new multifamily hotspot?



Course au Prime
Bureau, Multifamilial et Logistique - Un cas d’antagonisme ou de fusion ?
- Trilogie d’actifs - Bureau/Résidentiel/Logistique - Serait-il plus sûr de se diversifier grâce aux actifs traditionnels ou d’adopter des alternatives à risque ?
- Taux de rendement préférentiels - Logistique ou Multifamilial comme le nouveau « prime » ou le bureau étant toujours le roi ?
- Les valeurs ont-elles un sens ? Qui sont les gagnants et les perdants ?
- La COVID-19 a-t-elle changé les valeurs ou les habitudes dans les affaires ?
- CBD & Prime Locations - Qu’est-ce qui a changé ?
- Tarifier la demande et atteindre l’échelle - Toutes les parties sont-elles alignées ?
- Comprendre et Rééquilibrer l'offre et la demande







