Agenda.

Day 2

08:30 – Registration opens and networking breakfast


09:00 – Investor Insight: Capital markets outlook 2020/2021

• What is transaction activity telling us as we look ahead to 2021? What asset classes are the stand out performers?
• Tokyo, Singapore, Hong Kong… Where are we seeing transaction volumes increasing across APAC? Where should investors be looking to next?
• Cross border flows: Cross border flows: where are the most active outbound investors based?
Guest Moderator:
Glyn Nelson,Head of Research, AEW

09:30 – Sector focus: Tourism and leisure

• Ho Chi Minh, Tokyo, the Middle East… Where will investors find the best hospitality plays?
• Geopolitics meets tourism: how should investors position themselves to benefit from redirected visitor flow?
• Capital markets, M&A, JVs: what is the best approach to investing in this sector?
• Sustainability, carbon footprint, modernised services: what do investors need to know about the latest trends in travel and tourism?
Guest Moderator:
Stella Grant,Senior Manager, Hotels Asia Pacific, Savills
Panellists:
Bernard Ong, Regional Director, Asia, Tayrona Capital
Noel Neo, Co-Founder & CIO, K Hotel & Managing Partner, APREH

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?
Fireside Chat:
Devashish Gupta, Senior Director, ESR
Troy Shortell, Executive Director,CBRE Asia

11:30 – Property company presentations


12:30 – Country in focus: Japan

• What makes the Japanese market so attractive to Singapore’s real estate investors?
• Examining the outlook for J-REITs for 2020/2021
• 2020 Olympics and the Chinese tourism boom: an analysis of Japan’s tourism industry and what opportunities this opens up for investors
• What do investors need to know before investing directly into a project in Japan?
Panellists:
Daniel Vovil, Co-Founder and President, Odyssey Capital

13:00 – Networking lunch break


14:00 – Investor insight: The affordable housing crises

• Land supply constraints, improved public transportation, government policy: what are the most effective ways to deal with increasing house prices?
• How is the residential sector evolving to meet the demands of buyers? How can investors make the most out of this situation?
• Where are we seeing the afford-ability crises biting the hardest? Where are investors seeing opportunities?

14:30 – Property company presentations


15:00 – Sector focus: Purpose built student accommodation

• Which cities and locales are offering the best returns?
• Valuations, expenses, cap rates: things to know when choosing a PBSA investment?
• A look at the different operating models available for PBSA
• Examining the changing tastes and demands from occupants
Guest Moderator:
Emily Relf, Director, Capital Markets, Knight Frank Asia Pacific
Panellists:
Ben Hall, Head of Investment, Q Investment Partners
Chris Werner, CEO, SafeGuard Real Estate Management

15:30 – Country focus: Australia

• What is the current outlook for the Australian real estate sector?
• Core and more: what types of projects are attracting Singaporean capital?
• Where are Australian transaction volumes this year? And where is overall pricing compared to last year?
• Sydney, Melbourne, Brisbane: which tier 1 cities are offering the best returns for investors? And where can opportunities be found further afield?
• Assessing the impact of the Royal Commission on the investment landscape and what this means for investors
• To what extend are the bush fires impacting real estate investment?
Guest Moderator:
David Green-Morgan, Managing Director, Real Capital Analytics
Panellists:
Lim King Song, CEO, Rockworth Capital Partners
Oliver Mahé,Partner, Redhill Capital Partners

16:15 – Closing remarks and farewell networking drinks