• What’s happening in real estate investment worldwide?
• Property hotspots for South African real estate investors: where are the opportunities – geographically and segment wise?
• Understanding and taking advantage of global real estate trends
• Exploring international performance of real estate investment and analysing annual growth trends in the global property market
• Global geopolitical risks affecting South Africa: what are the upsides and downsides for investors?

Ian Watt
Director, International Development
Old Mutual Property Group

• Interest rate expectations and their impact on the property sector
• Mega trends and issues affecting the property market in South Africa
• What are the macro-economic controls in place and what is their likely impact on investments?
• Which economic sectors are growing or stagnating and why?
• Understanding the link between property markets and diverse industry segments
• What is South Africa’s sustainable economic growth rate?

Dawie Roodt
Chief Economist
Efficient Group

John Loos
Property Economist
First National Bank

Ian Anderson
Director
Re-Connect Research & Advisory Services

• Evaluating the performance of property: rental, returns and yields
• Which sectors of real estate investment are doing well?
  Market conditions and outlooks?
• Where do the opportunities lie?
• Will the buoyancy of the property market continue?
• How is the listed property sector performing?
• How is the advent of REIT legislation likely to affect the South African market?
• SA property versus international property – how do we compare in terms of performance, sector emphasis, developments?
• What does the future hold for the South African real estate industry?

Craig Hallowes
Director
Diversified Property Fund & Fortress Asset Managers

Mike Flax
Executive Director
Madison Property Fund Managers

Professor Francois Viruly
Director & Chief Economist
Viruly Consulting

Len van Niekerk
Head of Listed Property
Old Mutual Investment Group

• REITS: Where are we at? Where to from here?
• What are the economic and political drivers behind the demand for South African REITs?
• What does South Africa’s best-of-breed REIT look like: tax issues, investment parameters and performance
• Assessing the pos and cons of converting to REITs
• Driving the REIT process forward – the future of REITs in South Africa

James Templeton
Chief Executive Officer
Emira Property Fund

Brian Azizollahoff
Chief Executive Officer
Redefine Income Fund

Ian Anderson
Director
Re-Connect Research & Advisory Services

• Why this property regions value is booming?
• The impact of key infrastructural developments i.e. The KZN Waterfront and Airport
• Drive to attract foreign investment into KZN
• Success stories
• Inclusionary housing

Mark Taylor
Managing Director
Elan Group

• Benchmarking South Africa’s corporate practices against international standards
• Gain insights into the expectations of both developers and investors towards the country’s real estate investment climate
• Formulating effective investment structures and effective strategies
• What will be the next capital growth machine?
• A new look at how to maximise the pros – and minimise the cons – of joint-venture partnerships

Session reserved for keynote presenter

• Necessary infrastructure factors that need to be in place for the inner city property market to take off
• The investment outlook and performance of rejuvenated inner cities
• What will attract investors to this market?
• Which cities have the fastest growing investor demand?
• Which cities offer the strongest and highest ROIs?

John Loos
Property Economist
First National Bank

• Derivative structures and their application in the context of real estate
• Most challenging issues: pricing, transparency and liquidity
• Investigating the benefits of property derivatives
• The basic strategies: who uses derivatives and why
• Applications and impact on property derivatives on structuring property transactions
• The impact of real estate derivatives on property investing in South Africa

Rawle Parris
Executive Director: Property Derivatives
ABN Amro, United Kingdom

• Exploring the potential of private equity in real estate
• How are real estate assets influencing private equity deals?
• Is private equity a threat to the listed property market?
• New opportunities in private equity real estate
• What makes a good acquisition – what are the main metrics in evaluating private equity real estate

Gary Fisher
Executive Director
CBS Property Group

• Capitalising on the explosive growth of real estate securitisation
• Reducing the cost of funding through smart securitisation
• Where do the savings lie and how can you access them?
• Financing options for property players and opportunities for investors

Johan Marnewick
Manager: Securitisation
Standard Bank

• Why a few individuals get all the publicity
• The great secret of public relations
• How to get a bad press

Ian Fife
Property Editor
Financial Mail

Joan Muller
Property Editor
Finweek

Orit Manhan
Asset Manager
Fortress Asset Managers

Ian Anderson
Director
Re-Connect Research & Advisory Services

Craig Ewin
Chief Executive Officer
SA Corporate Real Estate Fund

Agenda

• Identifying property investments
• Financing property investments
• Feasibility studies
• Property cash flows
• Property evaluations

About your masterclass presenter

Professor Francois Viruly
Director & Chief Economist
Viruly Consulting

Francois Viruly is a property economist with extensive experience in researching the South African property market and is a professor in property studies at the University of the Witwatersrand.

Francois holds an M.Econ in Development Economics from the University of Kent (UK). Francois held the position of Chief Economist at the Chamber of Mines before establishing JHI Professional Services in 1995 (valuations, research and legal services). He established Viruly Consulting in 1999 specialising in property research, development and investment consultancy and property training.

Franacois has lectured on post-graduate courses at Wits University, the University of Cape Town and the University of Pretoria. He also lectures for the South African Property Owners Association (SAPOA) and is a councilor on their Gauteng Provincial Council.