Are China’s property market policy reforms working effectively? How will market regulations continue to evolve and reshape the real estate investment climate?
Evaluating the impacts of rising interest rates and tighter bank regulations on the money markets and the correlations to the real estate sector
Is too much liquidity floating in the market and how likely is the “asset bubble burst” in the securities and housing markets? 
Combating rising inflation – Is an upward adjustment of the Yuan the solution?  How much undervalued is the Yuan and what impact will a Yuan revaluation have on US-China relations, China’s real estate industry and FDIs? 
Top predictions of tomorrow – What significant happenings do you foresee taking place on the geopolitical and economic arena to impact China’s real estate demand, supply and prices?

Building a robust property investment portfolio in China
Views on Chinese government’s continuing efforts to cool the property market – Weighing the potential investment yields against risks and other opportunity costs
How will increased international influence shape the development of the property and capital markets?

Outlook for Asia-Pacific markets – Who will emerge as the real estate tiger?
Implications for real estate capital providers and users
Competing on the global platform – How should China position herself and lure global investors for long-term sustainable growth against emerging giants of India, Russia and Brazil?

In which cities and sectors are your current active investments? What are you seeking for in your future direct and indirect investments?
Addressing current market challenges – What’s keeping you awake at night? How do you stand out in an increasingly crowded marketplace? 
Emerging challenges faced in acquiring new land. Is stocking up on land reserves the key to market competitiveness and leadership and the magnet to attracting investors? 
Examining current market practices – What are you doing differently now and what needs to be done differently in the future to ensure sustainability in your business?
What could hamper development in China’s real estate industry and what actions are necessary for the industry to develop to its full potential?

Examining the current state of commercial buildings in the key 2nd Tier regions – where do they pale compared to 1st Tier?
What are the difficulties encountered in building Grade A offices in the 2nd Tier region?
Projecting the future demand and supply for quality Grade A office across emerging and booming 2nd Tier markets
What occupiers should expect when leasing space in 2nd Tier markets – Challenges and typical problems when dealing with projects and landlords

• China’s domestic tourism outlook in the next 10 years and how it will impact leisure real estate 
• Projecting investment opportunities – What are the yields and returns for the investor
• Leisure and entertainment development in China – Differentiating strategies amidst fierce competition for the tourist and leisure dollar

• Managing and maintaining the right tenant mix for your shopping centre – High end or mass market?
• What lessons can be learnt from some of the recent failed projects
• Weighing the pros and cons of investing in project under planning/development stage rather than merely investing in existing malls
• Retail development too fast, too furious? Investors’ darling or bubble in the making? 
• Industry sustainability after Beijing 2008 – Can the current and projected retail frenzy continue on post-Olympic?

During this session, participants can select from one of the roundtables and engage in a provoking and interactive discussion with like-minded peers in the sectors of their interest.

Global real estate fund movements across maturing and emerging markets – Where are institutional money moving to?
Weighing the amount of existing funds and new funds into the market against the amount of ”investable” stocks
    - Is too much money chasing too few investments?
    - How does it affect the fund selection strategy for Aberdeen’s property fund of funds? 
Finding alpha - How is yield compression affecting fund performance in the competitive and crowded investment space? 
What is the likely scenario for future fund movement and returns?

• Growth market – Identifying mounting appetite for private equity opportunities in the Chinese real estate market 
• Overview of the flow of global private equity funds into real estate in China and the current market dynamics for real estate investments versus other asset classes
• Liquidity and exit issues in a private equity platform – After acquisition, financing, disposition considerations

• Overview of China’s latest rule on domestic investment into real estate – the implications for local institutions and fund managers
• How will this shape China’s real estate investments moving forward?
• What are the key factors to be considered by local institutions in their investment decision making and how extensive will real estate be in their investment portfolio?
• Outlining the potential for co-investment partnership with foreign investors - Establishing a win-win relationship with foreign partners

Overview of the “hotter” investment cities – Are Chengdu, Chongqing, Qingdao, Wuhan, Tianjin and Dalian the preferred investment grounds? What sectors are foreign and local developers/investors laying their eyes on? 
With more stringent rules and greater scrutiny on 1st tier cities, how does one get aggressive in the 2nd tier markets?  What investment approach works outside the norm of opportunistic approach?
Challenges of operating in a second tier city in the areas of market transparency, policy stability, manpower availability and exit strategies
Establishing good relations with the local authorities and having the right people on ground – What differs across cities and provinces?

Understanding the changing regulation risks in China – How to effectively minimise and mitigate them in the deal making process
Dealing with multiple parties, multiples jurisdictions involved in a deal transaction
Efficient tax and legal practices in present China
How are deals being structured these days and what’s more to come?

• Where do you find deals other than through the auction process? What types of deals are you pursuing and what type of returns have you seen this past year?
• Making sure your acquisitions perform according to international standards – What are foreign investors’ expectation and where are the current short-comings?
• How can investors better cope with the various tax, legal and regulatory measures involved in deal transacting that China has introduced?
• Lack of home ground advantage – Hurdles faced by foreign players in executing and structuring deals and how can they be overcome?

• China REITs listed offshore – How does it affect the way risk is hedge and yield compression?
• Selecting the best platform to list – Are Singapore and Hong Kong the top destinations for REIT listing? How about Australia? Tokyo? AIM
• Assessment of due diligence at the start of IPO and the true asset value being injected into the REIT
• Establishing a healthy REIT listing market in Shanghai – What are the hurdles to overcome?
• How will the surge of new capital from Asian REITs shape the real estate investment arena in China?

Masterclass timing
Registration starts at 9.30am with the masterclass commencing at 10am and ending at 4pm. Refreshments and lunches will be served at appropriate timings during the day.

Masterclass outline
Mixed-use today is quickly establishing itself as a distinct product type and a trend that is revolutionizing the real estate landscape.  Combining the elements of hotel, residential, retail, office and entertainment, mixed-use projects are a success model in both urban and suburban markets and quickly expanding on a global scale. This phenomenal growth brings forth many opportunities but also a unique set of challenges and issues that are specific to this product type. 

This masterclass will provide you with the framework to understand the business model of mixed-use developments, the master planning and programming involved and the partnership issues between developers of a joint mixed-use project.