Agenda.

Day 1

08:00 – Registration opens and networking breakfast

09:00 – Welcoming remarks

09:10 – Investment leaders panel: the outlook for 2020

• Continued demand and “longer for lower” interest rates: What is the outlook for real estate investment in this late stage of the cycle?
• Core, core +, opportunistic, debt: where are the best returns to be found in today’s climate?
• Singapore outbound: which countries are attracting Singaporean capital?
• Logistics, co-living, PBSA, senior living: which developments are offering investors the best yields?

10:00 – Property company presentations

11:00 – Sector focus: Logistics, warehousing and distribution

• Why invest in logistics as opposed to more traditional asset classes?
• Discussing the key success factors for logistics investing
• Which markets are delivering the best returns?
• “Logistics is the new retail”: to what extent is this true?

11:30 – Property company presentations

12:30 – Chasing yields in mature markets: Core and Value Add

• What does the mature real estate cycle mean for investment in Core? is Core still regarded as a haven?
• What are the key structural changes fueling VA investment across the region?
• Which cities and locales are offering the best repositioning opportunities?

13:00 – Lunch

14:00 – Investor insight: S-REITs

• What does the recent spate in activity from S-REITs mean for the market?
• What does the competition for deals mean for investors?
• Industrial, healthcare, leisure: what assets are offering REITs the highest yields?
• Comparing S-REITs with regional rivals

14:30 – Property company presentations

15:30 – Country focus: Singapore

• What are the current trends that we are seeing for investment in the Lion City?
• Hong Kong capital relocating to Singapore: what types of projects is attracting this new capital?
• Discuss the performance of the office and retail sectors moving into 2020
• A look at how co-living and co-working is redefining space in Singapore

16:00 – Sector focus: Co-living

• What is driving the co-living trends: lack of affordable housing or millennial preference?
• Given the unfamiliar nature of this asset class to traditional lenders, what opportunities does co-living provide to Singapore’s investors?
• Co-living 2.0: examining the opportunities to expand the coliving concept to a more affluent demographic
• Which markets offer the best co-living opportunities?
• Asset light v asset heavy: what are the different approaches for co-living investment?

16:30 – Country focus: The United Kingdom

• What does Brexit mean for Singaporean based investors? Uncertainty or opportunity?
• The London look – Camden, Tower Hamlets, Westminster: where should investors be looking to for the best returns in the capital city?
• Best ways to capitalize on London’s night-time economy?
• What asset classes are offering the best returns?
• Beyond the M25: where across the UK is offering superior yields?

17:30 Closing remarks and the opening of the drinks reception