The APREA-SGX Global REIT Roundtable gathers leaders and experts from key REIT markets around the world. This event provides a platform for global leaders to connect and have insightful discussions, driving the advancement and growth of REITs worldwide.
| デリゲート費用 | ||
|---|---|---|
| APREA会員 | 非会員 | |
| デレゲート・パス Inclusive of the Roundtable & Dinner | 200米ドル | 400米ドル |
This year marks the 22nd anniversary of Singapore REITs and property trust sector. Since the first stock debuted in 2002, the sector has expanded to 42 listings while market capitalisation, which grew at 6% annually over the last 10 years, has hit S$100 billion in 2023. It is Asia-Pacific’s third largest REIT market but boasts a coverage unmatched anywhere else, with 90% of its trusts holding portfolios spanning the world. A vital component of the country’s capital markets, it accounts for 12% of the Exchange’s market capitalisation that has fuelled the growth of the country’s asset management industry and derivatives markets. Know what has made the S-REIT market into a global powerhouse and how it continues to evolve.
New economy sectors sit at the confluence of major demographic and economic shifts as well as technological trends. As the era of yield compression reverses, focus on delivering returns will have to be driven through material income growth. In a higher-for-longer environment, identifying sectors that are structurally undersupplied with the right long term demand fundamentals that generates positive rental reversions will be crucial in sustaining real returns. New economy real estate is a powerful thematic that checks these boxes; layering in climate change concerns adds a further dimension to the idea of new economy assets. While these assets may present compelling opportunities, they also carry different risk and return profiles. Understand the sector’s key considerations and pathways for sustainable growth in this session. What are the growth opportunities for REITs in these emerging areas?
スピーカー
アンクル・グプタ
インド不動産部門責任者、マネージングパートナー
ブルックフィールド・アセット・マネジメント
The demand for real estate investment has driven some of the world’s largest institutional investors to diversify and globalize. Across the industry, investment managers have continued to respond to LPs ever evolving needs. Leading GPs today have a global reach, with acquisition and operating capabilities across the world, able to deploy big pools of capital to play across the risk spectrum and market cycles. Large, internalised, active investors can also extract alpha more efficiently, partnering with LPs to create the ultimate platform to execute across direct and traditional strategies. With concentration in AUM among the world’s largest LPs likely to continue rising, for GPs, it’s either go big, or go home. Recent M&A trends have also continued to up the ante with developers restructuring into vertical integrated players with asset and fund management arms that sponsors and manage REITs. How will these trends rewrite the real investment landscape in the private and public markets. Hear insights from a panel of experts drawn from the biggest IMs globally as we explore what will shape the LP-GP relationship.
Much of the REIT expansion in recent years has been concentrated in Asia, with momentum building in markets like China, India, and the Philippines. The geographical expansion of the listed REIT market will unveil more investment opportunities around the region, in economies that capture secular demographic and urbanization trends as well as technological progress. Additionally, with the growing emphasis on ESG, REITs are integrating sustainability into their strategies, aligning with global sustainability goals while maximizing returns for investors. Drawing on mature markets in the Americas and Europe, this session offers a forward-looking perspective on trends and opportunities for REITs and provides calls to action on how REITs can be future-proof in an ever-evolving investment landscape.
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：
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。.
2022年9月、カントリー・ディレクターとしてロングライフ・パートナーズ・ジャパンに入社。東京を拠点とし、日本、アジア太平洋地域、そしてそれ以外における全ての業務と活動を監督する。金融業界で16年以上の経験を持ち、不動産とクレジット投資を専門とする。ロングライフ・パートナーズ入社以前は、農林中央金庫でポートフォリオ・マネージャー、センターポイント・デベロップメントでインベストメント・マネージャーを務めた。.
河合建武
マネージング・ディレクター
長寿パートナー
