APREA ロゴ

アジア太平洋投資スポットライト

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.

プログラム

ホスト

Kim Ong

Kim Ong

Regional Director SEA
STR

1:00 PM to 1:05 PM
歓迎の言葉

スピーカー

シグリッド・ジアルシタ

シグリッド・ジアルシタ

CEO(最高経営責任者
アプリア

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.

スピーカー

Anshul Jain

Anshul Jain

Head of Asia Pacific Tenant Representation and Managing Director, India & South East Asia
クッシュマン&ウェイクフィールド

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?

パネリスト

Amit Grover

Amit Grover

エグゼクティブ・ディレクター
DLF Office Business

パネリスト

Amar Merani

Amar Merani

CIO & Head, Real Assets
360 ONE Asset

パネリスト

Neil Anderson

Neil Anderson

Director and Head of Office, Commercial Property
Hongkong Land

パネリスト

Quaiser Parvez

Quaiser Parvez

CEO(最高経営責任者
Nucleus Office Parks

司会

クランティ・モハン

クランティ・モハン

パートナー
シリル・アマルカンド・マンガルダス

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?

パネリスト

Jan Brand

Jan Brand

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

パネリスト

Kanishk Bhatia

Kanishk Bhatia

Head of Infrastructure ARA Private Funds
ESRグループ

パネリスト

Rajeev Vijay

Rajeev Vijay

Executive Director, Government and Infrastructure Advisory
Knight Frank India

パネリスト

シャリファ・バカール・アリ

シャリファ・バカール・アリ

ESG部門責任者
UEMエドジェンタ・ベルハド

司会

Deepto Roy

Deepto Roy

パートナー
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?

パネリスト

アビラシュ・パスプレティ

アビラシュ・パスプレティ

エグゼクティブ・ディレクター
インドスペース

パネリスト

Josh Daitch

Josh Daitch

Group Chief Investment Officer
ESRグループ

パネリスト

畠山耕世

畠山耕世

代表取締役最高経営責任者
MCデジタルリアルティ

パネリスト

Patrick Boocock

Patrick Boocock

Chief Executive Officer, Private Equity Alternative Assets, Real Assets
キャピタランド・インベストメント

司会

ショビト・アガルワル

ショビト・アガルワル

MD & CEO
アナロック・キャピタル・アドバイザーズ

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?

パネリスト

バーニー・ディヴァイン

バーニー・ディヴァイン

アジア太平洋地域セールス担当シニアリージョナルディレクター
ヤーディシステムズ株式会社.

パネリスト

Jack Lin

Jack Lin

社長
MioTech

パネリスト

Kate Loh

Kate Loh

Vice President, Head of Development APAC
Blueground

司会

シャイ・グリーンバーグ

シャイ・グリーンバーグ

日本資本市場担当シニアディレクター、国際資本部長
JLL

4:50 PM to 4:55 PM
閉会の辞

スピーカー

Kim Ong

Kim Ong

Regional Director SEA
STR

イベントにおけるAPREAのサステナビリティへの取り組み

APREAは、より環境に配慮したイベントづくりに取り組んでいます。私たちは、イベント・パートナー、会場、サプライヤーと緊密に協力し、サステナビリティを地域全体の集会の計画・実施方法に組み込んでいます。私たちの目標は、環境フットプリントを継続的に削減し、不動産業界全体で責任ある慣行を推進することです。.

私たちのイベントにおける主な持続可能性対策には、以下のようなものがある:

  • グリーン認証や持続可能な運営を実証した、エネルギー効率の高い会場を調達する。.
  • 水のペットボトルを制限または廃止し、詰め替え用ステーションや再利用可能な代替品に切り替えるなど、使い捨てプラスチックを最小限に抑える。.
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  • 印刷が必要な場合は、再生紙または持続可能な方法で調達した紙を使用する。.
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  • イベントにおける持続可能な取り組みについて参加者を教育し、グリーン活動への参加を促す。.

これらのステップを通じて、私たちはAPREAのすべてのイベントを、より責任ある、より強靭な業界に対する私たちの広範なコミットメントの反映とすることを目指しています。.