Home Capital Markets Forum Capital Markets Forum Program
30 October 2024 Crown Sydney
Program
Please note days, sites and speaker are subject to change without notice.
Wednesday 30 October 2024
Time
Session information
9:00am – 10:00am
Registration
Networking and morning tea
10:00am – 10:20am
Welcome
MC: Antony Knep, Executive Director – Capital Markets, Property Council of Australia
Principal Sponsor Welcome: Beau Titchkosky, Managing Director Client Services and Marketing Pacific, Heitman
10:20am – 11:00am
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Session 1
Where are we in the cycle?
A macroeconomic update on where we are in the economic cycle with a focus on transaction activity across asset classes and investor appetite for capital both debt and equity.
11:00am – 11:35am
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Session 2
The portfolio of the future
There is a changing nature of portfolios in the US, the core index traditionally consisting of residential, industrial, office and retail is going through a wholesale change reflecting the emergence of the alternative property types. What lessons can be learned for Australian markets as it comes down the pipeline and how important is index inclusion?
Keynote
11:35am-12:15pm
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Session 3
The new future of office
The world has changed – how can investors amend portfolios and strategies to take advantage of the evolution of the office market to make the most of the new environment? What are the challenges that are going to impact this asset class in the future? What are the opportunities to add value and re-purpose this asset class?
12:15pm – 1:15pm
Networking Lunch
1:15pm – 1:45pm
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Session 4
The evolution of data centres
The energy transition will influence data centres and AI. What is the impact on real estate and what is the sensible pathway forward?
1:45pm – 2:20pm
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Session 5
Debt: Bank and non-bank lending and global credit
Debt now has a place in several portfolios globally. What risks and opportunities are there in the debt market and what is the future of credit? How should we be going about this in Australia? Is this sector competing for the real estate allocations?
2:20pm – 3:00pm
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Session 6
Global capital allocation
How does Australia stack up as an investment destination and what are the legislative restrictions for capital deployment?
Alexandra Crossing
Regional Head for Asia Pacific, Indirect Real Estate Strategies
CBRE Investment Management
3:00pm – 3:30pm
Afternoon Tea
3:30pm– 4:00pm
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Session 7
Demographic trends driving Australian real estate
Ashley will explore the current economic and geopolitical conditions impacting real estate trends with a focus on the supply and demand dynamics around residential, population growth and migration.
4:00pm – 4:40pm
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Session 8
The living sectors
There is an Australian housing crisis. Why hasn’t this sector grown to the extent that it has in other markets globally? How do we allocate capital to ensure the growth of this sector?
4:40pm – 5:20pm
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Session 9
Optimising the future of investment
What are people seeing in the market globally and what are the optimum structures out there? Are they applicable here in Australia? And what trends does that create? Is real estate losing out in capital allocation versus other asset classes? What are investors looking for? What needs to change structurally to make Australia competitive?
Hamish MacDonald
Managing Director and Head of Investments – Real Estate, APAC
BlackRock Investment Management
5:30pm – 6:30pm
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Networking drinks
6:30pm – 9:00pm
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