APREA ロゴ

APREA日本年次会議

JAPAN REAL ASSETS: THE FUTURE IS NOW

This year’s APREA Japan Annual Conference, with the theme “Japan Real Assets: The Future is Now” brings together business leaders around the Asia Pacific region where they'll hear unscripted interviews with the decision makers at the forefront of real assets biggest transformations. This is your destination to learn all about investment opportunities in real estate and infrastructure in Japan and other markets.

If you are interested to be a delegate or sponsor, please email our APREA Japan Chapter Leader, Kenji Fujisawa at kenji.fujisawa@aprea.asia

DELEGATE  FEES

CONFERENCE (includes dinner)

APREA Members*699米ドル
非会員1,199米ドル

*additional representative

GLOBAL REIT TOUR (includes lunch & dinner)

APREA会員1,199米ドル
非会員USD 2,398

プログラム

2023年5月23日

By Invitation
Women in Real Assets Luncheon

The luncheon will gather a diverse group of leading professionals in APREA, and offers an opportunity to exchange valuable insights on empowering women and fostering diversity and inclusivity in the real assets industry

2023年5月24日

Venue: The Ritz-Carlton, Tokyo Tokyo Midtown 9-7-1, Akasaka, Minato City, Tokyo 107-6245, Japan


ホスト

Ai Kodama

Ai Kodama

Associate, Global Appraisal & Advisory Department
日本不動産研究所

1pm
Reception/Registration
1:30pm – 1:40pm
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

スピーカー

矢野 秀樹

矢野 秀樹

会長
APREA日本支部

マネージング・ディレクター
コンソナント・インベストメント・マネジメント株式会社

1:40pm – 2:00pm
Keynote Presentation: The Geopolitical Backdrop to Post-COVID Recovery

This session explores the major geo-political trends shaping our world today, including the growing tension among global superpowers, climate change and the energy transition, globalization and deglobalization, and the digital revolution. The keynote presentation will provide insights into how these trends are influencing the Asia Pacific and Japan, particularly in the context of post-pandemic recovery, and how the complex geopolitical landscape can impact our future.

スピーカー

Paul Madden CMG

Paul Madden CMG

Senior Advisor, ESR and former British Ambassador to Japan

2:00pm – 2:45pm
Panel Session One: Trends in Japan Commercial Real Estate and Capital Markets

This session will explore key trends driving Japan’s commercial real estate markets and shaping the future.

  • Are any permanent shifts beginning to result from the impacts of the pandemic, e.g. are office floors, workplaces and buildings being redesigned? Does “location location location” still matter if remote working works?
  • How has leasing activity performed? Where are vacancy rates projected to be heading over the next twelve months?
  • What strategies are landlords executing to create better customer experience for office, hotels and retail? What role is technology and innovation playing in these goals?
  • Do assets with high ESG ratings attract more sophisticated tenants that are good environmental stewards and as well as investors requiring a wide range of sustainability criteria?
  • What are the current investment mandates and priorities for the second half of 2023 and beyond? Which property classes will be most favoured, in which markets, and why? What are the challenges to buy or sell assets in today’s market?
  • What are the differences between the issues faced by a REIT vs. a private equity fund in pricing properties and accessing investment capital at this time?

パネリスト

Daisuke Shimada

Daisuke Shimada

Executive Manager Corporate Services Group Cross-functional Sourcing Department Solution Business Division
Mitsui Fudosan Realty

パネリスト

石渡久

石渡久

社長兼CEO
ダイヤモンド・リアルティ・マネジメント株式会社.

パネリスト

Ryo Ueno

Ryo Ueno

General Manager Investment Brokerage Department Sales Brokerage Group
三菱地所不動産サービス株式会社.

司会

Hideaki Suzuki, PhD FRICS

Hideaki Suzuki, PhD FRICS

North Asia Head of Business Development Services
クッシュマン&ウェイクフィールド

2:45pm – 3:30pm
Panel Session Two: REITs: The Way Forward and Opportunities

The session will focus on the performance of J-REITs, private REITs and infrastructure REITs and where the market appears to be heading over the next twelve months.

  • What factors do you consider in managing risks in your portfolio, e.g. the outcome of the return to the workplace, consumer spending and housing demand, the future of e-commerce vs. brick and mortar retail, climate change and environment issues or perhaps other issues?
  • There has been a growing shift to alternative asset classes among institutional investors. Which sectors in the alternative REITs landscape are best positioned to fuel the continued growth of REITs? What are characteristics and measures that can help speed up the sustainable growth of alternative REITs?
  • How should REITs position themselves from a global context, with the rise of other REIT regimes especially in Asia Pacific?
  • What other factors are significant to REITs today?

スピーカー

Irene Rika Shimada

Irene Rika Shimada

エグゼクティブ・ディレクター
JP Morgan Asset Management

スピーカー

Kazuhiko Watanabe

Kazuhiko Watanabe

CEO(最高経営責任者
ESR REIT Management Ltd

スピーカー

Yoshiyuki Miura

Yoshiyuki Miura

社長兼CEO
GLP Japan Advisors

司会

Taro Fujikawa

Taro Fujikawa

Managing Director, Head of Real Estate & Infrastructure Group
Global Investment Banking


SMBC日興証券株式会社.

3:30pm – 4:00pm
Afternoon Tea Break
4:00pm – 4:20pm
Fireside Chat: Investing in Green Buildings for Future Green Results

This session will examine how ESG is playing a key role in preserving future asset value, as well as generating opportunities.

  • What is the status of zero carbon buildings and corporate commitments across the real assets landscape in Japan?
  • What ESG issues, regulations, standards and initiatives are emerging as the most important for investors?
  • What is the status of green financing & impact investing? What’s easy and what’s hard about ESG for investors?
  • ESG is increasingly becoming a pivotal driving force in Japan, as the real assets industry has begun to shift their focus to the topic of sustainable development, with the inclusion of using varied technologies to work towards zero energy goals. What are some examples seen in new development?

スピーカー

Etienne Cadestin

Etienne Cadestin

Founder and Global CEO
長寿パートナー

インタビュアー

鈴木直樹

鈴木直樹

社長兼CEO
KJRMホールディングス

午後4時20分~午後5時5分
Panel Session Three: Debt Markets Outlook

A wide-ranging discussion will examine the availability of public and private debt for Japan real assets.

  • What is the impact of the policy normalization under the new BOJ Governor?
  • What is the next phase for inflation and rates?
  • What impact are government policies having on capital and the real assets market generally?
  • What challenges and risks have emerged in the current financial environment?
  • What can you expect going forward with respect to the cost, availability and most accessible sources of public and private debt in a rising interest rate environment?

パネリスト

Koji Kimura

Koji Kimura

General Manager, Real Estate Finance Dept.
Sumitomo Mitsui Banking Corporation

パネリスト

Takashi Imanaga

Takashi Imanaga

General Manager, Real Estate Finance Department
みずほ銀行.

パネリスト

Wataru Goto

Wataru Goto

マネージング・ディレクター
ブラックストーン

司会

竹内隆太

竹内隆太

エグゼクティブディレクター、キャピタルマーケットヘッド、日本
ジョーンズ ラング ラサール株式会社.

5:05pm – 5:25pm
Fireside Chat: Cross-Border Real Estate Investments into Japan – Japanese Taxation Aspects
  • Recent market trends – legal and tax perspectives
  • Typical Japan inbound real estate investment structure(s)
  • Issues for specific asset classes

スピーカー

Hideaki Furukawa

Hideaki Furukawa

税理士 パートナー
アーンスト・アンド・ヤング税理士法人.

スピーカー

村田真理

村田真理

税理士 パートナー
アーンスト・アンド・ヤング税理士法人.

司会

内海賢二

内海賢二

パートナー
長島・大野・常松

5:25pm – 6:25pm
Panel Session Four: Cross Border Investment Opportunities

This session will examine a cross-section of highly favoured assets (multifamily, hospitality, infrastructure, data centres, logistics), the outlook for growth, the degree of risk associated with these assets, other property classes which offer significant opportunities, and the extent of challenges and barriers of entry.

  • Multifamily – What are the global mega-trends of urbanisation/suburbanisation, demographic shifts, downsizing and affordability in order to develop products for which there is a demand?
  • Hospitality – What is the path forward for hotel assets with Japan re-opening? What new concepts are emerging in the business and leisure segments to gain a competitive advantage?
  • Infrastructure – What opportunities and challenges is the infrastructure sector likely to face as markets prepare for sustained elevated inflation, interest rates and potentially slower growth in many parts of Asia Pacific?
  • Data Centres – The data centre market has been witnessing strong fundamentals, and likely to continue. How challenging are the costs to build, maintenance and how are developers responding to them?
  • Logistics – the industrial and logistics sector saw a fast expansion over the last few years. What trends are expected for 2023 and beyond? Where is space in demand and what do occupiers require? How can they be more sustainable– a crucial element to be carbon neutral?

スピーカー

Hank Hsu

Hank Hsu

副会長
APREA中国支部

共同創設者兼CEO
Forest Logistics Properties

スピーカー

ジェスパー・パルムクヴィスト

ジェスパー・パルムクヴィスト

アジア太平洋地域担当副社長
STR

スピーカー

ヴィクター・ミネタ勝之

ヴィクター・ミネタ勝之

創設者兼CEO
KICホールディングス株式会社.

スピーカー

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

スピーカー

ピーター・ヤング

ピーター・ヤング

CEO兼共同創設者
Qインベストメントパートナーズ

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

6:25pm – 6:30pm
閉会の辞
6:30pm – 9pm
ネットワーキング・ディナー
GLOBAL REIT TOUR: JAPAN
2023年5月25日

The Global REIT Tour offers an immersive experience into J-REITs, connecting delegates with industry leaders and uncovering opportunities in Asia’s largest REITs market. Featuring exclusive CEO meetings and site visits to prime assets, this unique tour enables participants to learn first-hand from Japan’s thriving REITs sector.

Sponsored By:


8:30am – 9:30am
Networking Coffee: Updates on Japan Real Estate by JLL

The real estate market in Japan is marked by steady growth, largely driven by a strong interest in commercial properties and the residential sector, particularly in urban areas. Innovative trends such as PropTech, sustainable development, and the growth of REITs have been key factors in enhancing market resilience and creating new investment opportunities. Learn more about the Japan real estate market from JLL in this session.

9:30am – 10:00am
旅行
10:00am – 11:30am
Asset Tour of GYRE and Meeting with KJR Management

GYRE is located in the center of Omotesando, an area with a concentration of luxury brand shops. With an impressive exterior appearance and an attractive tenant mix including leading luxury global brands such as Chanel, it has an exceptional presence as a landmark in Omotesando.

11:30am – 12:00pm
Walkabout around Omotesando

Explore the premiere shopping area of Omotesando. Known as the Champs-Élysées of Tokyo, Omotesando’s tree-lined streets are filled with beautiful shops, funky cafes and great restaurants.

12:00pm – 12:30 pm
旅行
12:30pm – 2:30pm
Lunch and Site Tour at Tokyo Midtown Yaesu

Envisioned as an integrated and human-scaled urban community, Tokyo Midtown Yaesu is a high-rise mixed-use development comprising of office and retail space, a luxury hotel, an elementary school, and a transportation hub. It is developed by Mitsui Fudosan, a leading global real estate company headquartered in Tokyo.

2:30pm – 3:00pm
旅行
3:00pm – 4:30pm
ESR

ESR Group is APAC’s largest real asset manager powered by the New Economy and the third largest listed real estate investment manager globally. With US$156 billion in total assets under management (AUM), their fully integrated development and investment management platform extends across key APAC markets. ESR is the largest sponsor and manager of REITs in APAC with a total AUM of US$46 billion.

4:30pm – 5:00pm
旅行
5:00pm
Networking Drinks and Dinner

Envisioned as an integrated and human-scaled urban community, Tokyo Midtown Yaesu is a high-rise mixed-use development comprising of office and retail space, a luxury hotel, an elementary school, and a transportation hub. It is developed by Mitsui Fudosan, a leading global real estate company headquartered in Tokyo.

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。.
  • 印刷物や配布物を減らす。.
  • 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。.
  • 持続可能な調達、地元産の農産物、廃棄物の少ない食品を優先する業者やケータリング業者と提携する。.
  • 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。.