This is the 2024 agenda. 2025 agenda will be posted in due time.Tuesday, 3 December 2024 - EST/EDT (Eastern Daylight, GMT-4)

This opening presentation will examine and provide a greater understanding of how investment decisions will be powered in 2025. The focus will include both inbound and outbound market trends and flows of capital in key markets around the world. To what extent will economic and geopolitical fundamentals affect investment decision-making.

A keynote presentation will provide strategic clarity to the level of potential disruption that will affect real estate markets and activity in the coming year – clarifying the difference between headwinds, tailwinds and deep currents also known as secular changes. What are the likely pathways for investors in 2025? What are the potholes to avoid? How can you navigate around the geopolitical and supply chain issues in addition to inflation and higher interest rates? How will all these affect the cost of capital and investment activity going forward?

Real Estate Institutional investors are being challenged to navigate volatile economic and market conditions. We have gathered leading CIOs and senior investment decision makers to discuss the latest investment strategies being used in this ever-changing environment.

Urban population growth is surging in cities worldwide, so How can we boost supply and optimise investment? Solving the housing shortage requires major capital investment. So what can governments and cities do to facilitate this and create a win-win situation? What do investors need to meet their expected and required returns, how are the risks compensated for and how is their capex covered? Are tax incentives the answer or would rental regulatory measures, such as compensation for lower rental incomes, encourage greater investment? This panel will explore some of the solutions.

Looking across the United States, not all markets are created equal – from investment volume, risk profile and growth. Who is investing in the USA and where is that capital going? Is foreign investment having an impact? What are the challenges, opportunities and key trends that exist by market and asset class across the USA?

Luncheon sponsor: AXA IM Alts

The Canadian Funds invests in both domestic and international markets. A significant portion is allocated to global markets, recognizing the importance of accessing growth opportunities outside Canada. The funds also diversify across various asset classes, including equities, fixed income, real estate, infrastructure, and private equity. This diversification helps mitigate risks associated with market volatility.

Technology is reshaping the real estate industry. How a foundation of data enables deep analytics for greater ROI and increased efficiency. Learn more about the impact of Artificial Intelligence and PropTech solutions on real estate.

PREA, Pension Real Estate Association, will present a discussion on the debt market and how key experts see that market evolve in 2025.

An insightful discussion about the performance of the EU and UK property markets. How is the political landscape in the UK and key European countries impacting investment decisions?

Risk and return: Core vs. value add vs. opportunistic. Which investment strategy is attracting the greatest interest? How is capital deployment within each of the four primary asset classes?

Focusing on core assets within office, industrial, retail and multi-residential, what are decision-makers thinking in terms of retail green shoots, office capex and vacancy rates, capital allocation and attraction, core vs. value-add and beyond? What is on the minds of those deploying investment strategies today that will impact tomorrow? A cross-section of industry leaders will share their thoughts, insights and strategies.