Investment Outlook for 2022

15 Dec 2021 @ Namsan I + II , Grand Hyatt Seoul

ANREV is pleased to invite you to a seminar in Seoul on 15 December to discuss the global macro economic outlook for 2022 and how to adapt your real estate portfolio allocation and strategies. The seminar will also provide an overview of emerging new sectors and discuss debt opportunities in developed Asian markets.

Important notice: All delegates must be fully vaccinated as stipulated by government regulations

Details

Date

15 December 2021

Time

09:30 – 13:00 (Registration 09:00)

Fee

Free of charge for ANREV members & investors

USD 150 for non-members

RSVP

Please scroll down this page to complete the registration form. Once complete, an email will be sent with credit card payment link.

Agenda

9:00– 9:30:  Registration

9:30– 09:40  Welcome remarks

9:40 – 10:25:  Keynote speaker

Topic: Global outlook for 2022: key trends and challenges for private real estate and how to future proof portfolios

•key trends that are driving global risks and opportunities, including inflation and the impact on different property types

•ESG and climate change and what investors can do today to future-proof their real estate portfolios

•Current challenges to traditional property types such and the increasingly important role of so-called niche/non-traditional categories in global portfolio construction

Presenter: Dr. Mahdi Mokrane, Head of Investment Strategy & Research, PATRIZIA

10:25– 11:10  Presentation

Topic: Emerging sectors post-COVID: Logistics, data centres, self-storage, multi-family, life sciences and sustainability

•Re-balancing portfolios to the logistics sector and growing alternative sector such as data centres, self-storage and life science assets

•Growth in the multi-family and build to rent sector is also structural in nature with growth potential in large markets such as Australia

•How a critical mass of occupiers, developers and regulators are now changing requirements, incentives and investments to decarbonise

Presenter: Regina Lim, Head of Capital Markets Research, APAC, JLL

11:10 – 11:55:  Presentation

Topic: Overview of the real estate debt opportunities in developed Asian countries

•Where real estate debt fits in an institutional portfolio 

•Opportunities in developed Asian markets 

•Understanding risk management and manager selection 

Presenter: Rai Katimansah, Partner & Portfolio Manager, Multiple Capital Investment Partners (a subsidiary of Sun Hung Kai & Co.) 

11:55– 12:00        Closing remarks and Q&A

12:00– 13:00        Lunch

Dr. Mahdi Morkane
Head of Investment Strategy & Research
PATRIZIA

Mahdi joined PATRIZIA in January 2020 as Head of Investment Strategy and Research, overseeing PATRIZIA’s investment strategies, research and performance analytics. He works closely with the CIO in crafting PATRIZIA’s House View and serves on PATRIZIA’s Investment and Executive Committees.

Previously, Mahdi worked at LaSalle as Board Member where he led the European strategy and research team and served on LaSalle’s Debt & Special Situations and private equity real estate investment committees. Mahdi held leading roles at AEW, MSCI IPD, ESSEC Business School, and Caisse des Dépôts. He is also a regular keynote speaker.

Mahdi holds a Ph.D. in Economics and Finance from EHESS (France), a Masters in Financial Economics of Dauphine University, and is an active member MSCI IPD, INREV, EPRA and the RICS.

Regina Lim
Head of Capital Markets Research, APAC
JLL

Regina is the Head of Capital Markets Research, Asia Pacific. She drives thought leadership, client engagement and transaction-related advisory work for the Asia Pacific Capital Markets team. She has over 23 years of experience covering the Asia Pacific property markets.

Prior to joining JLL in 2015, Regina was the Head of Singapore Equity Research and Head of ASEAN Property at Standard Chartered. She has over nine years of experience covering Singapore developers and SREITs in UBS and Standard Chartered. From 1998 to 2006, she worked for Singapore’s Urban Redevelopment Authority, where she undertook property research, land sales policy and planning policy studies. Regina graduated from Oxford University with a Masters in Engineering, Economics and Management.

Rai Katimansah 
Partner & Portfolio Manager
Multiple Capital Investment Partners (a subsidiary of Sun Hung Kai & Co.) 

Rai has 25 years of experience in real estate private debt and private equity, and has completed transactions in major cities in Asia, Australia, the United Kingdom, and the United States.

Prior to co-founding SHK Capital Partners, Rai founded and was the Head of Phoenix Property Investors’ real estate debt fund in Asia Pacific. He was also the head of private equity in Southeast Asia for Phoenix’s real estate private equity funds. Rai joined Phoenix from Titan Capital Asia, where he was the CEO-designate for their Singapore REIT, a joint venture with Pavilion Group. Before that, he was a Managing Director at Parallax Capital Management and a Managing Director & Asia Co-Head of Standard Chartered Bank’s Principal Finance Real Estate group. Rai also worked at Mapletree Investments where he was the Head of Financial Products and established an Asia real estate mezzanine fund and a Malaysia-focused real estate opportunity fund (in a joint venture with CIMB).

Rai received his Master of Urban Planning from the University of Pennsylvania and Bachelor of Science in Architecture & Urban Planning from Cornell University. He was an All-Ivy League selection in Men’s Tennis in 1993 and a member of Cornell University’s Red Key Athletics Honor Society.

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Event Start Date
15 Dec 2021 09:00 HKT
Event End Date
15 Dec 2021 13:00 HKT