As the post-pandemic recovery curve begins to emerge, play it forward with economists, managers and investors to carve out a most-likely scenario. What, then, are the implications for investors, where are the best opportunities within disrupted and dislocated markets likely to develop? How does Asia compare with the US in terms of recovery and what sectors are expected to excel post-covid?

Where is forebearance holding steady and where are distressed opportunities on the rise? Get an in-depth view on real estate debt under current conditions.

Where would you put your last investment dollar – logistics in Japan? Office in Melbourne? Distribution in China? Quick fire, interactive panel on investments and return expectations across the region, and your opportunity to place your bet for 2021-22. Join the Europe and America panels later in the programme and gain a truly global view across sectors.

As multifamily continues to gain traction – despite the pandemic and leaning on strong fundamentals – we analyse the next big region to watch after Japan – a deep dive into China and Australia.

Meet the investors bullish on Europe. How are strategies being adjusted as we emerge from the pandemic, what are the impacts of Covid and Brexit on allocations? How to manage relationships and align interests with investors. What are the return expectations across various strategies?

The shape of the economic recovery in Europe is a question that cuts to the centre of where to invest in real estate over the short-to-medium term. In this scene-setting session we hear from experts and industry participants on how they are looking at Europe in terms of expected demand across sectors, whether debt or equity plays make for sense right now, the implication of a continued low interest rate environment and how real estate stand ups to other asset classes as a home for capital in the aftermath of covid-19.

Disruption brings new opportunities for the those willing to take risks. Prices have so far remained relatively high in the face of an undoubtedly changed real estate market. Here we discussed what leading managers are thinking in terms of building robust distressed strategies, when will prices reflect the new reality and how best to place yourself for a buying opportunity that is on the horizon.

Moderated by Adam Challis, Executive Director, Research and Strategy, EMEA, JLL

Hear an in-depth outlook for three crucial sectors that make up real estate portfolios across the globe. Our speakers will explore the impact of pandemic on the ability of these assets in these sectors to generate yield/returns in Europe, how these assets are likely to evolve to meet tenet expectations, and the role of operational strategies in strengthening the value proposition of assets in the office, industrial and logistics sectors.

The session will also look to draw comparison with the Asian market session on the same topic earlier in the PERE Global agenda to explore the differences and similarities between regions and where investors can find the best deals around the world.

Moderated by Elisabeth Troni, Fund Manager, CBRE Global Investors

The pandemic and its economic impact has arguably made debt a safer investment than equity given the downside protection it offers. In this session we dive into the outlook for the real estate finance market in Europe and look to understand how alternative and traditional lenders are adjusting their strategies to the new market conditions. The panel will touch to how borrower relations have fared during the pandemic, where alternative lenders are seeing opportunities emerging, how to overcome challenges in underwriting niche, emerging sub asset classes such as life sciences, and get an investor’s perspectives on what role debt will play in their real estate portfolio going forward.

Moderator: Dan Cunningham, Editor, Real Estate Capital

We are living in a dynamic age. The impact of technology on the way we live, and work cannot be understated across world, but what does this mean in terms of what buildings we’ll use and how we’ll use them? In this session we explore what real estate professionals are predicting for the future of buildings, the ongoing impact of technology, and implications for investment strategy.

Moderated by Susan Freeman, Partner, Mishcon de Reya

Being interviewed by Dustin C. Jones, JD, Academic Director & Clinical Assistant Professor, Schack Institute of Real Estate, New York University

Economic uncertainty and market dislocation remain a concern across the US, yet studies show institutions continue to find opportunities in the private real estate asset class. Panelists will address how demographic shifts are shaping investor demands and city rankings; the strategies and sectors where investors are looking to deploy capital, and if this activity will be enough to bolster hard-hit areas. Other topics include how investors can capitalize on market dislocation; how today’s crisis compares with the Global Financial Crisis, and whether the “lessons learned” from the GFC can be implemented in today’s recovery.

Moderator: Adam Handwerker, Managing Director, Lazard Private Capital Advisory

With the strain of the past 12 months continuing to influence every real estate sector and asset class in the US, investors and managers are finding tried-and-true trends are changing overnight. Most notably is a heightened interest in non-gateway markets. This session will address the demographic changes in tier 2 cities; how this trend is reshaping real estate; which sectors and non-gateway markets are finding opportunities; which areas may be negatively affected, and how investors can embrace and leverage this shift.

Moderator: Hans Nordby, Head of Research and Analytics, Lionstone Investments

The Office sector’s future is still unknown, but investors are beginning to rethink their strategies as the pandemic’s implications become clearer. This session will address the office market’s current state, how the sector is repositioning, the demand for office in the future, new strategies to garner yield, factors to consider, what should be implemented now, the tenant vs. owner relationship, and more.

Moderator: Kyle Campbell, PERE

For more than a decade, the private real estate debt space has experienced extraordinary growth. However, the sudden onset of COVID plus an economic slowdown created unforeseen challenges practically overnight. Speakers will discuss the effects the pandemic has had on the growth of the real estate debt market; challenges facing debt fund managers today; immediate actions that should be taken in the short term, and potential opportunities this has created for investors.

Moderator: Randall Rothschild, Global Head of Debt, Tishman Speyer

The shrinking of traditional asset classes has cleared a path for even more opportunities in alternative real estate. This session will pinpoint prospects for portfolio diversification and resilience in targeted sectors—from life sciences to single-family rentals to data centers—and detail strategies to garner yield.

Moderator: Sam Bendix, Managing Director of Equity Capital Markets and Investor Relations, Landmark Properties

Join the panel as we discuss the “S” in ESG finally getting its long-overdue attention, the impact of the past year’s events (pandemic, racism, political unrest) on diversity in corporate board leadership, and developing a global mindset to work across different cultures and disciplines in a constantly evolving industry.

Moderated by Tyler Goodwin, CEO & Founder, Seaforth

Moderated by Patricia Bandeira Vieira, Principal, Client and Partner Group, KKR

Moderated by Oscar Ciudad Apolinar, Head of Client Relations Southern Europe, Prologis

Moderator: Frank Giovinazzo, VP of Account Management, InCloudCounsel  

Moderator: Founder, Pinedale Capital, Exclusive Industrial Partner to Rockpoint