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Asia Pacific Investment Spotlight

Asia Pacific Investment Spotlight

25 August 2023

1 PM to 4:55 PM SGT
Zoom Webinar

Join us at APREA's Asia Pacific Investment Spotlight, where we will delve into the dynamic landscape of investment opportunities across various asset classes and sectors. Discover the potential of office, retail, infrastructure, and new economy assets, as thought leaders and industry experts share insights on market trends, growth areas, and strategies for maximizing returns. This webinar is a unique opportunity to gain valuable insights in the ever-evolving real assets market.

Programme

HOST

Kim Ong

Regional Director SEA
STR

1:00 PM to 1:05 PM

Welcome Remarks

Speaker

Sigrid Zialcita

CEO,
APREA

1:05 PM to 1:25 PM

Keynote Presentation: Asia Pacific Macroeconomic Outlook

A comprehensive overview of the current and projected economic landscape in the Asia Pacific region. This session covers key factors affecting businesses and investors operating in the region, highlighting emerging opportunities, potential risks, and strategic considerations to navigate the evolving macroeconomic environment.

Speaker

Anshul Jain

Head of Asia Pacific Tenant Representation and Managing Director, India & South East Asia
Cushman & Wakefield

1:25 PM to 2:15 PM

Panel Discussion 1: Re-positioning the Office

The office sector in Asia Pacific continues to present attractive investment opportunities given that the region is expected to remain the global growth driver through 2030. However, office supply is at risk of obsolescence given that stock in some markets are “older” or have yet to be “green.” This session explores the varied opportunities in keeping the office sector relevant.

  • With the US Federal Reserve still on a protracted hiking cycle, what is the extent of asset repricing in the region?
  • Which office-using sector will be the future demand catalyst in core and emerging markets?
  • How has the demand for office spaces evolved in core and emerging markets in the region given changing occupier requirements?
  • To what extent are ESG elements guiding office investments in the region?
  • Some global owners of a number of high-end properties recently defaulted on their mortgages, highlighting the financial strain from rising interest rates and vacancies. Is this a cause for concern in Asia Pacific? What kind of opportunities might this present?
  • What strategies are needed to keep the office asset relevant? How should asset owners deal with the flight- to-quality trend amid increased focus on sustainability and wellness?
Panelists

Amit Grover

Executive Director
DLF Office Business


Amar Merani

Chief Investment Officer (CIO) and Head of Real Assets
360 ONE Asset


Neil Anderson

Director and Head of Office, Commercial Property
Hongkong Land


Quaiser Parvez

CEO
Nucleus Office Parks

Moderator

Kranti Mohan

Partner
Cyril Amarchand Mangaldas

2:15 PM to 3:05 PM

Panel Discussion 2: Building the Future through Infrastructure

Investing in infrastructure assets remains compelling, fueled by increasing urbanization, population growth, and government initiatives. Opportunities abound in transportation, energy, and social infrastructure projects, with stable cash flows and potential for long-term income generation. Public-private partnerships and renewable energy infrastructure projects also offer avenues for sustainable investments.

  • What are the key investment opportunities in infrastructure across the region’s markets? What kind of infrastructure assets are investors most drawn to?
  • As China and India continue to turn to infrastructure investment to stimulate their economies, what are the risks and opportunities?
  • How can investors assess the risks and opportunities associated with investing in different types of infrastructure assets?
  • What role does sustainability play in infrastructure investment decision-making? How will decarbonization targets impact infrastructure investing in the region?
  • How can investors navigate regulatory and political risks in infrastructure investments, particularly in cross-border projects or emerging markets?
Panelists

Jan Brand

Director – Infrastructure & Natural Resources, Asia Pacific,
Ontario Teachers’ Pension Plan (OTPP)


Kanishk Bhatia

Head of Infrastructure
ARA Private Funds,
ESR Group


Rajeev Vijay

Executive Director, Government and Infrastructure Advisory
Knight Frank India


Sharifah Bakar Ali

Head, ESG
UEM Edgenta Berhad

Moderator

Deepto Roy

Partner
Shardul Amarchand Mangaldas

3:05 PM to 3:15 PM

Break

3:15 PM to 4:05 PM

Panel Discussion 3: The Rise and Rise of New Economy Assets

The rise of new economy assets presents exciting investment prospects. Logistics facilities, data centers, and other alternatives assets are experiencing strong demand driven by e-commerce, digitalization, and changing lifestyles. These assets offer potential for attractive returns, diversification, and alignment with evolving market trends, making them appealing investment opportunities for forward-thinking investors.

  • What are the current trends and growth projections for new economy assets, including logistics, data centers, and multifamily properties?
  • What are the emerging risks and challenges, and how can investors effectively manage and mitigate those risks to maximize returns?
  • How do new economy assets align with ESG principles, and what are some notable examples of ESG integration and impact in these sectors?
Panelists

Abhilash Pasupuleti

Senior Vice President - Asset Management
IndoSpace Capital Advisors Pvt. Ltd.


Josh Daitch

Group Chief Investment Officer
ESR Group


Kosei Hatakeyama

Chief Executive Officer and Representative Director
MC Digital Realty


Patrick Boocock

Chief Executive Officer, Private Equity Alternative Assets, Real Assets
CapitaLand Investment

Moderator

Shobhit Agarwal

MD & CEO
ANAROCK Capital Advisors

4:05 PM to 4:50 PM

Panel Discussion 4: Future-Proofing through Technology

To conclude the webinar, we delve into the intersection of technology and real assets, exploring how cutting-edge innovations can drive resilience and growth in the industry. Industry experts will discuss digital transformation and how investors can use technology to navigate the evolving landscape of real assets.

  • How can the integration of smart building technologies and sustainable practices enhance the value and long-term viability of real estate assets?
  • What are the key challenges and opportunities in adopting and implementing technology-driven strategies to future- proof portfolios?
  • How can investors leverage technology to adapt to changing market dynamics and capitalize on emerging trends in the industry?
Panelists

Bernie Devine

Senior Regional Director, Asia Pacific
Yardi


Jack Lin

President
MioTech


Kate Loh

Vice President,
Head of Development APAC
Blueground

Moderator

Shai Greenberg

Senior Director, Co-lead – International Clients, Japan Capital Markets
Jones Lang LaSalle K.K.

4:50 PM to 4:55 PM

Closing Remarks

Host

Kim Ong

Regional Director SEA
STR

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