APREA의 APAC 지역 내 새로운 투자 시장 소개 : 한국
주제: COVID-19 이후 한국 부동산 시장의 회복력과 성장 전망
일시 : 2021년 12월 8일 오후 2시 한국시간한국의 부동산 투자 시장은 계속해서 강한 성장세를 보이고 있습니다. 투자자들은 한국의 상업용 부동산 시장에 적극적인 투자를 지속하고 있는데, 이는 다른 성숙한 아시아 시장에 비해 상대적으로 높은 투자 수익률과 낮은 변동성에 기인하고 있습니다.
APREA는 쿠시먼앤드웨이크필드 한국지사와 협력하게 되어 기쁘게 생각하며, 오는 12월 8일 한국의 투자 환경, 특히 COVID-19 이후의 투자자가 기대할 수 있는 요인들에 초점을 맞춘 투자자 포럼을 준비하고 있습니다.
본 웨비나에서는 현재 한국 시장에서 기회를 찾는 데 초점을 맞추고 다음과 같은 질문 등을 다룰 예정입니다.
• REITs가 회복탄력적으로 입증되는 이유와 투자자 포트폴리오에서 REIT의 중요성은 무엇인가?
• 2022년은 한국 경제, 오피스, 리테일, 산업 및 물류, 그리고 투자 부동산 시장에 어떤 결과를 가져올 것인가?
• 단기적으로 투자기회를 주도하는 요인은 무엇이며, 이 시기에 투자자의 욕구를 자극하는 요인은 무엇인가?
• 투자 수익률과 밸류에이션은 현재까지 어떠한 추이를 보였으며 2022년 전망은 어떠한지?
• 현재 환경에서 투자자들이 직면한 당면 과제는 무엇이며 COVID 이후 거래를 성사시키기 위해 이를 극복하는 방법은 무엇인가?
Session in English
揚聲器
시그리드 지알시타
執行長
APREA
시그리드 지알시타
執行長
APREA
Sigrid 是亞太房地產協會 (APREA) 的首席執行官。她總部設在新加坡,負責監督協會在亞太地區的戰略方向、倡議和運營。在她的領導下,APREA 重新定位為一個專注於房地產和基礎設施的行業貿易團體。.
Sigrid 於 2019 年 1 月加入 APREA 的執行團隊。.
在加入 APREA 之前,她於 2010 年至 2018 年間擔任高纬宏 (C&W) 亞太研究與諮詢服務部董事總經理,負責研究、思想領導、策略制定和客戶管理。 在遷往新加坡之前,她在華盛頓特區工作,並領導 C&W 在中大西洋地區的美國研究小組,負責監督華盛頓特區、維吉尼亞州、馬里蘭郊區、巴爾的摩和費城地區市場研究活動的所有方面。加入 C&W 之前,Sigrid 擔任全國房地產經紀人協會 (NAR) 的資深經濟學家。在該職位上,她發展了 NAR 的辦公室、倉庫、零售、多戶住宅和國際研究計劃。.
Sigrid 是全球經濟、公共政策和房地產問題的公認專家,經常在業界活動中發表演說。 華爾街日報》、《金融時報》、彭博社、《紐約時報》和路透社等眾多全球刊物也經常刊登她對商業和住宅房地產市場的評論。此外,她還在 CNBC、彭博社、CNN、全國公共廣播電台和亞洲新聞頻道等財經網路和廣播電台多次亮相。.
Sigrid 擁有康乃爾大學 Johnson Graduate School of Management 的工商管理碩士學位,以及賓夕法尼亞州立大學的經濟學碩士學位。她是多個民間團體的成員,包括新加坡萊佛士市扶輪社 (Rotary Club of Raffles City),她曾在該社擔任多個領導職位,並擔任新加坡克隆氏結腸炎協會 (Crohn's & Colitis Society of Singapore) 執行委員會的成員。.
Session in English
揚聲器
Christian Bernasconi
共同創辦人,董事總經理
B&I Capital
Christian Bernasconi
共同創辦人,董事總經理
B&I Capital
Christian Bernasconi 先生是 B&I Capital AG 的創始合夥人,目前在新加坡擔任集團聯合首席資訊官及研究辦公室主管。Christian擁有超過27年的亞洲和日本股票專家經驗,在其職業生涯中曾在瑞士和新加坡工作。在2007年共同創立B&I Capital之前,Christian是瑞銀集團的執行董事,建立了日本和亞洲股票銷售平台,並成為蘇黎世全球房地產(RE)團隊的一員。在 2000 年加入瑞銀之前,Christian 曾任職於 W.I. Carr Far East Limited、Paribas Asia Equity 和 Yamaichi Securities。他在加州大學柏克萊分校取得工業社會政治經濟學學士學位。.
B&I Capital AG 由 Christian Bernasconi 和 Charles Isaac 於 2007 年創立,總部位於蘇黎世,在新加坡設有研究辦事處,旨在為合格投資者提供投資亞洲上市房地產的途徑,主要是新生的亞洲房地產投資信託基金市場。當時,房地產投資信託基金在日本、新加坡和香港等發達股票市場還是新興資產類別,而澳洲的房地產投資信託基金市場則較為成熟。B&I Capital 被譽為積極的投資者,與所投資公司的管理層保持聯繫以鼓勵最佳實踐,同時也是促進亞洲房地產上市公司發展的 APREA 的活躍會員。目前,B&I Capital 擁有 15 名員工,管理的資產總值超過 10 億美元,在瑞士擁有 FINMA 許可證,在新加坡則擁有新加坡金融管理局 (MAS) 頒發的 CMS 許可證。.
Session in Korean
揚聲器
손영국
전무
쿠시먼앤드웨이크필드 코리아 투자자문팀
손영국
전무
쿠시먼앤드웨이크필드 코리아 투자자문팀
YK Son is the head of C&W Korea’s Capital Markets division as an industry expert. Since 2014, YK Son has successfully executed many capital market deals of more than KRW 8 trillion in transaction volume. He worked in Collier International Korea, AON, and several local investment and development companies before. YK Son has in-depth experience and a strong understanding of major office transactions (both investment and disposal advisory) in major office areas in Korea including major key deals including State Tower Namsan, Young City transaction.
He has a master degree in Urban Planning at Yonsei University.
Session in Korean
主持人
지소림
이사
쿠시먼앤드웨이크필드 코리아 투자자문팀
지소림
이사
쿠시먼앤드웨이크필드 코리아 투자자문팀
Sorim Jie focuses on cross-border investment and domestic office transactions with her business expertise obtained from various real estate related professions including asset management, development, investment, and consulting. Having diverse experience in different players in the market: real estate consulting firm, investment company, construction company and asset management company, she has successfully led and delivered many investments. With her rich and extensive experience, she has the depth of knowledge across real estate investment field and successfully closed multiple transactions since she joined C&W. Most prominent deal was State Tower Namsan, a prime office tower in core location reaching the highest unit price in CBD, which closed in April 2019. Prior to joining Cushman and Wakefield, she worked for Tongyang Asset Management Company, Samsung C&T, NCC Japan, Samjong KPMG and BHP Korea.
小組成員
Chung Keun Kim
Managing Director, Chief Investment Officer
Samsung SRA Asset Management
Chung Keun Kim
Managing Director, Chief Investment Officer
Samsung SRA Asset Management
Mr. Kim spearhead Samsung SRA Asset Management as Chief Investment Officer for the real estate investment activities globally.
Prior to joining Samsung SRA Asset Management end of 2019, he was head of Infrastructure at KIC. He had been a founding member instrumental in establishing KIC’s real estate and infrastructure investment program and held several key leadership positions in private equity, research and London office since 2010. Before KIC, he led real estate investment globally at Mirae Asset Global Investments responsible for establishing the company’s initial global real estate footprint. He also worked at Asia Pacific Land (APL), a North East Asia focused real estate private equity, served as an investment advisor at Savills Korea and started his career as an international banker at Citibank, Korea.
He received his BA in Business Administration from Yonsei University, MA in Economics from Seoul National University and currently under Ph D course work on Urban Studies at Hanyang University, Seoul, Korea.
小組成員
Scott Choi
執行長
Actis Korea
Scott Choi
執行長
Actis Korea
Scott Choi joined Actis in 2018 following the acquisition of Standard Chartered Bank's Principal Finance Real Estate group (PFRE). Scott was with PFRE since its inception in 2010 and has substantial experience in investing across property types and risk strategies, with particularly strong experience managing development opportunities in Korea. Overall, Scott gained 18 years of experience in the Korean real estate industry. Prior to joining PFRE, he served as a senior investment manager at Mirae Asset, the largest property fund manager in Korea, where he was responsible for acquisition, development, and disposition of commercial real estate. Scott started his career as a senior analyst at KPMG FAS Korea, where he conducted valuation and feasibility studies on various types of asset classes. Scott holds a BSc. Management from the University of London.
小組成員
배상휘
首席執行官
Kendall Square REIT Management. Inc.
배상휘
首席執行官
Kendall Square REIT Management. Inc.
Sanghwoi Bae joined ESR-KendallSquare(“Kendall” or the “Firm”) in 2019 as the head of Income JV investment. He then joined KendallSquare REIT Management to spearhead “ESR KendallSquare REIT”(KOSPI 365550, the “REIT”)) IPO and investment. After completing the REIT IPO at the end of 2020 with initial asset value starting at KRW 1.4 trillion with 11 prime logistics assets, He became the Chief Executive Officer of the REIT Management.
The REIT is scheduled to complete its first rights offering process at the end of 2021 to finalize inclusion of additional 7 assets, increasing the total asset value of the portfolio to KRW 2.4 trillion, making it the largest publicly traded REIT in Korea.
He brings 15 years of Korean real estate investment experience to the Firm, having held roles across the investment banking and private equity in real estate spectrum in various financial institutions, including LaSalle Investment Management, and Hana Financial Group. Mr. Bae received his Bachelor of Art degree in International Relations from Boston University.
Session in Korean
Session in Korean
揚聲器
황점상
쿠시먼앤드웨이크필드 코리아 대표
황점상
쿠시먼앤드웨이크필드 코리아 대표
Richard Hwang is Managing Director of C&W Korea office. Since Mr. Hwang has been playing a key role to expand and diversify business operation in Korea, he has been providing strategic advice to the multinational companies, and implementing his experience on office investment transactions within the company. Based on his extensive relationship with various commercial investors/landlords, he has been at the forefront of the remarkable transformation of the Real Estate industry in Korea over the past decade and has been part of some of the most innovative assignments.
Prior to joining C&W, Richard was a member of the new development team at LG Department Store Group. Mr. Hwang obtained a Bachelor’s degree in Urban Planning from University of Hanyang.
APREA 致力於使我們的活動對環境更負責任。我們與活動合作夥伴、場地和供應商緊密合作,將可持續發展融入我們在區內規劃和執行聚會的方式中。我們的目標是持續減少對環境的影響,並在整個實體資產行業推廣負責任的做法。.
我們在活動中的主要可持續發展措施包括
透過這些步驟,我們的目標是讓每一場 APREA 活動都能反映出我們對更負責任、更有彈性的產業的廣泛承諾。.
Kemmu Kawai 於 2022 年 9 月加入 Longevity Partners Japan 擔任國家總監。他以東京為基地,負責監督日本、亞太地區及其他地區的所有營運和活動。他擁有超過16年的金融經驗,專門從事房地產和信貸投資。在加入 Longevity Partners 之前,他曾在 Norinchukin Bank 擔任投資組合經理,並在 Center Point Development 擔任投資經理。.
Kemmu Kawai
董事總經理
長壽夥伴