APREA 徽标

Asia Pacific Investment Spotlight

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.

计划

主持人

Kim Ong

Kim Ong

Regional Director SEA
STR

1:00 PM to 1:05 PM
欢迎致辞

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

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.

发言人

Anshul Jain

Anshul Jain

Head of Asia Pacific Tenant Representation and Managing Director, India & South East Asia
库什曼和韦克菲尔德

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?

小组成员

Amit Grover

Amit Grover

执行董事
DLF Office Business

小组成员

Amar Merani

Amar Merani

CIO & Head, Real Assets
360 ONE Asset

小组成员

Neil Anderson

Neil Anderson

Director and Head of Office, Commercial Property
Hongkong Land

小组成员

Quaiser Parvez

Quaiser Parvez

首席执行官
Nucleus Office Parks

主持人

Kranti Mohan

Kranti Mohan

伙伴
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?

小组成员

Jan Brand

Jan Brand

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

小组成员

Kanishk Bhatia

Kanishk Bhatia

Head of Infrastructure ARA Private Funds
ESR 集团

小组成员

Rajeev Vijay

Rajeev Vijay

Executive Director, Government and Infrastructure Advisory
Knight Frank India

小组成员

莎丽法·巴卡尔·阿里

莎丽法·巴卡尔·阿里

ESG负责人
UEM Edgenta Berhad

主持人

Deepto Roy

Deepto Roy

伙伴
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?

小组成员

阿比拉什·帕苏普莱蒂

阿比拉什·帕苏普莱蒂

Executive Director - Asset Management
印多空间

小组成员

Josh Daitch

Josh Daitch

Group Chief Investment Officer
ESR 集团

小组成员

Kosei Hatakeyama

Kosei Hatakeyama

Chief Executive Officer and Representative Director
MC Digital Realty

小组成员

Patrick Boocock

Patrick Boocock

Chief Executive Officer, Private Equity Alternative Assets, Real Assets
凯德置地投资

主持人

肖比特·阿加瓦尔

肖比特·阿加瓦尔

董事总经理兼首席执行官
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?

小组成员

伯尼·德文

伯尼·德文

亚太区销售高级区域总监
Yardi Systems, Inc.

小组成员

Jack Lin

Jack Lin

总统
MioTech

小组成员

Kate Loh

Kate Loh

Vice President, Head of Development APAC
Blueground

主持人

沙伊·格林伯格

沙伊·格林伯格

日本资本市场国际资本主管高级总监
仲量联行

4:50 PM to 4:55 PM
闭幕致辞

发言人

Kim Ong

Kim Ong

Regional Director SEA
STR

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