APREA 徽标

APREA-SGX Global REIT Roundtable

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.

DELEGATE FEES
 APREA成员非会员
代表通行证
Inclusive of the Roundtable & Dinner
200美元400美元

计划

2:30 PM to 2:40 PM
引言及欢迎致辞

主持人

帕梅拉·安布勒

帕梅拉·安布勒

亚太区投资者情报主管
仲量联行

发言人

西格丽德-齐亚尔西塔

西格丽德-齐亚尔西塔

首席执行官
APREA

发言人

林辉强,PBM

林辉强,PBM

主席
APREA

主席
JL 家庭办公室

2:40 PM to 3 PM
Fireside Chat with Singapore Exchange

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.

  • At what point did it become apparent that growth in Singapore’s REIT markets will have to be driven through expansion across geographical borders?
  • What are your aspirations for the Singapore REIT market?
  • Has the change in the macro-environment affected the sector’s long-term vision?

发言人

Pol de Win

Pol de Win

Senior Managing Director, Head of Global Sales and Origination
SGX Group

主持人

马丁-西亚

马丁-西亚

副主席
APREA新加坡分会

新加坡区总裁、东南亚全球企业及投资银行主管、亚太区房地产、博彩及休闲业务主管
美国银行

Panel 1: Future-Proof: New Economy REITs for Long-Term Growth

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?

  • What are the key underlying growth drivers for your sector?
  • What was investor interest like when your REIT was first listed? Were investors aware of your sector and its characteristics?
  • How has the higher rate environment impacted your growth trajectory? Have you had to materially adjust your strategy?
  • How do you view the potential for growth of your sector in Asia? Are Asian real estate markets deep enough to support alternative REITs?
  • How important is it to not just own the assets but to also own or have a say in the operation of you the assets?
  • What key challenges (in terms of legislation, sustainability, and growth) do you see for your sector in the future?

小组成员

崔世安

崔世安

首席执行官兼执行董事
ESR-REIT

小组成员

Simon Garing

Simon Garing

CEO and Executive Director
Cromwell EREIT Management

小组成员

John Stewart

John Stewart

首席执行官
Digital Core REIT

主持人

约阿希姆·H·凯尔

约阿希姆·H·凯尔

亚太区投资组合及区域负责人
CenterSquare投资管理

下午3:45至4:15
咖啡休息时间
4:15 PM to 4:30 PM
Keynote: REITS in a Well-Diversified Global Portfolio

发言人

安库尔·古普塔

安库尔·古普塔

管理合伙人,印度区负责人,房地产
布鲁克菲尔德资产管理公司

下午4:30至5:15
Panel 2: Going Global

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.

  • 2024 Outlook: what are some of the opportunities and risks as we look at 2024? Will we be net buyers or net sellers?
  • How does Japan/Asia rank in the global investment opportunity set?
  • Everyone wants to be invested in alternatives, how are we getting our exposure, and are we focusing our efforts on a particular sector?
  • What is the one thing GPs are demanding from us right now?
  • Private vs Public: Is there an arbitrage opportunity for take privates?

小组成员

铃木直树

铃木直树

总裁兼首席执行官
KJRM控股

小组成员

Sanjeev Dasgupta

Sanjeev Dasgupta

首席执行官
CapitaLand Investment India

首席执行官
CapitaLand India Trust

主持人

陈安,特许金融分析师

陈安,特许金融分析师

高级副总裁兼投资组合经理
AEW资本管理公司

5:15 PM to 6 PM
Panel 3: The Next Chapter for REITs: Trends, Opportunities, and Action Points

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.

小组成员

Dominique Moerenhout

Dominique Moerenhout

首席执行官
European Public Real Estate Association (EPRA)

小组成员

Michael Brooks

Michael Brooks

首席执行官
Real Property Association of Canada (REALPAC)

小组成员

Steven A. Wechsler

Steven A. Wechsler

总裁兼首席执行官
National Association of Real Estate Investment Trust (NAREIT)

主持人

罗伯托-范思哲

罗伯托-范思哲

主席
APREA 香港分会

6 PM to 6:05 PM
闭幕致辞
6:30 PM to 10 PM
联谊晚宴

APREA 对活动可持续性的承诺

APREA 致力于使我们的活动对环境更加负责。我们与我们的活动合作伙伴、场地和供应商密切合作,将可持续发展融入到我们在整个地区的聚会的计划和执行方式中。我们的目标是不断减少对环境的影响,并在整个房地产行业推广负责任的做法。.

我们在活动中采取的主要可持续发展措施包括

  • 采购获得绿色认证或证明可持续运营的高能效场所。.
  • 尽量减少一次性塑料制品的使用,包括限制或取消塑料水瓶,改用加水站或可重复使用的替代品。.
  • 减少印刷材料和讲义。.
  • 必要时使用再生纸或可持续来源的纸张进行打印。.
  • 与优先考虑可持续采购、本地产品和低浪费食品做法的供应商和餐饮业者合作。.
  • 向与会者介绍活动中的可持续发展工作,鼓励他们参与绿色实践。.

通过这些步骤,我们的目标是使 APREA 的每一项活动都反映出我们对建立一个更负责任、更具复原力的行业的广泛承诺。.