CONFERENCE DAY 2 - 4 MAY 2017

Singapore

• Is the large amount of high quality office space coming online in Singapore’s market causing oversupply and pricing issues?
• Opportunities for data centre investments and other alternative asset classes
• Singapore has some high-performing REITs – is this a trend expected to continue?
• How easy is it to secure capital in Singapore?
• Where’s the residential opportunity in Singapore? Does it sit in luxury housing or elsewhere?

Data centres

As one of the most profitable infrastructure investments available in the market now, and with no sign of slowing down as the world moves into an increasingly digital age, shouldn’t you be thinking about data centres?

• Data Centre REITs are beginning to develop a much broader audience on Wall Street and data centre stocks are getting more investor attention: So what does this mean for you?
• How can you accurately assess the risk profile of data centre investments? What are the specifics you need to be aware of?
• Should you only invest through REITs or directly?
• Is there any appetite from banks to provide senior debt into this market?
• If you are a real estate owner, should you be courting data centres in your property?

Australia

Panel Discussion runs from 14:40 - 15:10

• On a transactional basis, Sydney & Melbourne are now the biggest real estate markets in Asia, after Tokyo, with it remaining attractive to foreign buyers, but there aren’t a lot of assets available
• How has intensified deal competition affected deal sizes? Are fewer transactions leading to more consortium deals?
• Is there still room for yields to tighten in this market, and are investors willing to absorb it?

Shared workspaces

• Is shared workspace investing different to traditional office investment? How can you hedge your risk when tenants are naturally more short-lived?
• Do shared workspaces offer an alternative business model for unused office space?
• What impact are shared workspaces having on traditional office investment?
• How important is location in shared workspace investing?
• What’s the appetite in Asia for shared workspaces?

The Co-working REIT - How a community based approach is about to disrupt Mega real-estate

• ​The misconception that co-working means hot desking
• The reality that asset owners are now sharing the market with compelling alternatives
• Grow or be disrupted – a co-working REIT is coming

North Asia opportunities

Panel discussion runs from 15:10-15:50

We explore investment opportunities across a number of key north Asian geographies, including Hong Kong, Japan & South Korea:

Hong Kong:

• What opportunities is the development of “CBD2” in Kowloon creating for investors?
• Are impending interest rate hikes and falling property prices from record highs in 2015 affecting investor sentiment towards Hong Kong?

Japan:

• How is the depreciation of the yen affecting CRE investments? Are we likely to see a continued influx of foreign capital? If the yen starts to improve, will the trend of tightening prices and cap rates be reversed?
• With local REITs easing back on their buying, what opportunities does this create for international players?
• Is access to cheap bank debt a cause for concern in the long-term for international investors?

South Korea:

• Is less competition for assets making South Korea worth another look?
• The lure of the Gateway City: With the cheapest office space per square foot of any city in Asia, and low cost of capital, will this be the next core hotspot in Asia?