Real Estate Investment Summit agenda

Market update and forecast – A closer look into the real estate investment market

• What are the key factors driving the real estate markets in Australia?
• Understanding the current market condition and exploring the outlook for different asset classes
• Evaluating the socio-economic and political impact on the real estate market

Paul Bloxham, Chief Economist, HSBC

Evaluating the market cycle and repositioning your portfolios

• Finding opportunities at the end of the market cycle and investing in a changing landscape
• Discovering how investors are rebalancing their portfolios as major cities approach cyclical peaks
• Exploring the history of ‘cycle top’ cap rate and are they a concern?
• Comparing the current market with previous cycles

James Lilico, Investment Manager, Sunsuper

Robert Sicilia, Consultant, JANA

Panel Discussion: Getting the balance between direct and indirect real estate investments

• Reassessing the trade-offs between direct investment, investing through funds and REITs
• Uncovering the substitutability between REITs and direct assets
• Gaining an insight on how top investors allocate their assets between direct and indirect investments
• Capitalising on incentives and managing higher fees

Ross Etherington, Chief Investment Officer, EISS

Grace Yam, Investment Analyst, Christian Super

Miriam Patterson, Head of Real Assets, Telstra Super

Jennifer Cowan, Investment Specialist, First State Super

Exploring opportunities in the US Real Estate Market

• Gathering insights on the real estate supply and demand trends in the U.S. market
• Assessing the number of new economic and social influences on the US real estate market
• Where are investors looking and what to look out for?

Panel Discussion: Overcoming the implementation routes to global real estate investments

• Addressing the challenges of tax and other barriers to entering the global market
• Managing the issues of currency in global investments
• Discovering what challenges that investors are grappling with in off-shore investments
• Are investors actually looking overseas or are they domestically focused?

Grant Harrison, Investment Manager, Private Markets, Cbus Super

Padraig Brown, Head of Real Estate – Pacific, Mercer

Looking into the Western European real estate market

• Understanding the impact of the recent political, socio and economic instability on investments in the real estate market
• Analysing the impact of Brexit and exploring which cities will benefit the most
• Identifying opportunities and conducting a risk analysis on real estate investments

Analysing the investment opportunities of the retail sector

• Optimising your long-term investments in the most competitive retail market on record
• Questioning the resilience of the retail industry with the ongoing disrupters
• How retailers modify their business models that respond to the threats of online challenges and fresh global competitors

Andrew Ballantyne, National Director, Head of Research – Australia, JLL

Afternoon Tea

Highlighting the multi-family real estate investment sector

• Examining the challenges and opportunities in the current residential real estate market
• Recognising the various opportunities and transformations that multi-family housing has to offer
• How off-shore investors have embraced multi-family assets
• Identifying the trends in multi-family and understanding how demographics, generational shifts and local demand impacts projects
• Anticipating the performance of multi-family assets and spotting the sagging markets

Adam Hirst, General Manager, Buid to Rent, Mirvac Group

Exploiting opportunities in the emerging sub-core assets and the shifting societal trends on real estate investment

• Ensuring investment opportunities in alternative real estate such as student accommodation, social housing, hotels and medical centres
• Considering the concept of integrating work, play and lifestyle that lead to the mixed use of assets in real estate valuations
• Utilising effective opportunistic strategies outside of the core-sectors