Japan's largest gathering of private real estate leaders

Connecting Japanese Capital with Global Private Real Estate

The 8th annual PERE Investor Forum: Tokyo on 17 October will examine the investment strategies of Japan’s largest LPs and is the preeminent event for global fund managers to turbocharge their fundraising.

Following the announcement of GPIF and Japan Post Insurance’s global real estate plans at last year’s conference, the Forum has cemented itself as the must-attend real estate event in Japan to connect with top profile local LPs and global GPs.

Key themes include:

  • The latest real estate trends and opportunities in Japan, North America and Europe
  • Working up the risk curve spectrum – what are the opportunities for the Japanese investor?
  • Japanese LPs real estate report card – how do they assess their investments and GP relationships so far?
  • Hotels and hospitality: In the midst of the rugby world cup and pre-Olympic fever where are the most promising areas to deploy capital?

250+
attendees

1:1.5
GP:LP ratio

125+
companies

2019 Confirmed Speakers include:

View all speakers
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We are currently working hard to create a world-class agenda yet again for the 2019 Forum. For any enquiries, please contact Andrew Wolff on at andrew.w@peimedia.com

Day 1
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Agenda

Day 1 - Thursday 17th

Thursday, 17 October 2019
08:30 - 08:50

Registration and networking

08:50 - 09:00

PERE Welcome

09:00 - 09:50

Keynote Panel: International GPs views on the latest global real estate trends

• Where do GPs currently recommend investing their money globally? In what sectors and geographies?
• how do they consider current geopolitical risks when making investing decisions?
• How are investors shifting their investment strategies and portfolios in light of global market trends?

09:50 - 10:20

Keynote Presentation

10:20 - 10:50

Keynote Interview: Starting a direct investment strategy – lessons learnt from a major investor

10:50 - 11:15

Networking coffee break

11:15 - 12:05

Panel: The Japanese Investment Opportunity

• As prices continue to rise, when will they peak?
• As it becomes harder to find returns, where do you find the best value?
• Do core investing strategies still work in Japan?
• Best practices in both the pre-deal and post-deal selection processes

12:05 - 12:50

Panel: Spotlight on North American Real Estate

• Does the US still deserve to be the No.1 outbound market for Japanese investors?
• Outlook for office, retail, residential and industrial sectors
• What are the best strategies in order to manage and mitigate risk in US markets?

12:50 - 13:50

Networking lunch

13:50 - 14:35

Panel: Real estate debt: what can it offer that equity can’t?

• What are the advantages of investing in debt at this stage of the cycle? What are the risks?
• What are the different types of debt strategies best suited for Japanese investors?
• How does currency play into debt strategies?

14:35 - 15:10

Panel: Japan success stories: Investing in hotel and hospitality sectors

• What are the opportunities to make attractive returns when investing in hotels in Japan?
• With huge increases in new supply, will it outpace demand?
• How to make money in 4 and 5 star hotels with world’s highest expectation for service and lifetime employment.

15:10 - 15:40

Networking coffee break

15:40 - 16:10

Presentation: Japan Macro-Economic Overview

16:10 - 16:50

Panel: The growing role of ESG in the investment process

• How important is the role ESG to Japanese investors in their investment process?
• To what extent are GPs successfully addressing ESG concerns?
• ESG as a value driver in real estate

16:50 - 17:30

Panel: Japanese LPs report card – how do they assess their current investments so far?

• How do Japanese investors evaluate their real estate portfolios so far? Is optimism or caution increasing in the late cycle?
• Where are they looking for opportunities globally? Are they looking to increase or decrease their outbound exposure?
• How do they build and monitor their portfolio? What is their due diligence process?

17:30 - 19:00

Close of conference & cocktail reception



For any enquiries, please contact Andrew Wolff at andrew.w@peimedia.com.

Arakawa Mitsuhiro

Mitsuhiro Arakawa

Executive Consultant, Russell Investments Japan

Mitsuhiro Arakawa is Executive Consultant, Consulting Dept. for Russell Investments Japan. He joined Russell in January 2007. Prior to joining Russell, he held positions at Daiwa Institute of Research Ltd. (DIR) as Chief Consultant in Pension Investm… Read full bio
Kevin_Colket

Kevin Colket

Founder, Global Hospitality Investment Group

Kevin Colket is the Founder and CEO of the Global Hospitality Investment Group (“GHIG”). GHIG is a recently incorporated hospitality private equity firm which will make equity and debt investments in hotel, serviced apartment, co-living, and student… Read full bio
Sarah Cooper

Sarah Cooper

Managing Director, Global Head, Real Estate Equity Sales, Bank of America Merrill Lynch

Sarah Cooper is Managing Director & Global Head of Real Estate Equity Sales at Bank of America Merrill Lynch, based in Hong Kong. She is a member of the BAML Hong Kong Leadership team, Chairman of the Hong Kong Philanthropy committee and Co-Chair of… Read full bio
Mark Elliott

Mark W. Elliott

President, Hodges Ward Elliott

Mark joined Hodges Ward Elliott (“HWE”) in 1983. HWE has sold more hotels corporately, and Mark has sold more hotels than any other individual in the United States. In the last 27 years, he has personally sold and/or financed almost 1,500 hotels, app… Read full bio
Tetsuya Fujita

Tetsuya Fujita

President, CBRE Global Investors Japan

Mr. Fujita has over 30 years of experience in real estate industry. He started his career at Sumitomo Realty & Development Co. Ltd. with which he spent 5 years for residential condo development in Japan and over 13 years in U.S. to oversee Sumitomo R… Read full bio
James Haines

James Haines

General Manager and Head of Global Real Estate Structured Debt, Aozora Bank

J.J. Haines is the Head of Global Real Estate Structured Debt at Aozora Bank. He is responsible for the bank’s ex-Japan real estate lending activity, which focuses on developed markets such as the United States, United Kingdom, Canada, and Australia.… Read full bio

Ryuichi Horie

Co-founder and Chief Executive Officer, CSR Design Green Investment Advisory

Horie is Co-founder and CEO of CSR Design Green Investment Advisory, Co., Ltd., which focuses on advisory on ESG integration in the real estate and infrastructure sectors as well as research on policy and market with respect to green buildings. Horie… Read full bio
Akihisa Hoshino

Akihisa Hoshino

Deputy General Manager, Investment Management Department, Sumitomo Mitsui Trust Bank

Akihisa Hoshino joined the Mitsui Trust and Banking Company, Limited (current "Sumitomo Mitsui Trust Bank, Limited") in 1992. Since 2005, he has been a fund manager in the pension fund management department and in charge of investing entrusted money… Read full bio
Shinji Kawano

Shinji Kawano

Head of Overseas Property Investment, Tokio Marine Asset Management

Shinji Kawano is a Head of Overseas Property Investment in Tokio Marine Asset Management. Prior to assuming the current post in 2012, Shinji held various senior positions in fund management, asset management, business development or market research i… Read full bio
Daisuke Kitta

Daisuke Kitta

Senior Managing Director, Real Estate — Tokyo, Blackstone

Daisuke Kitta is the Head of Blackstone Japan, Head of Real Estate Japan and is a Senior Managing Director at Blackstone based in Tokyo. Mr Kitta is responsible for the day-to-day management of the Real Estate group’s investment activities in Japan a… Read full bio
Hidetoshi Ono

Hidetoshi Ono

Managing Director, Japan Real Estate, Manulife Life Insurance Company

Hidetoshi Ono joined Manulife in January 2015 as the Managing Director, Japan Real Estate. He is responsible for the company’s real estate investment portfolio in Japan as well as the corporate real estate needs for life insurance operation with 100… Read full bio
Christie Ou

Christie Ou

Reporter, PERE

Christie Ou is the Asia-Pacific reporter for PERE covering the private equity real estate markets in the region. Prior to joining PERE, she covered Asia’s business market for Bloomberg Business Week Chinese and the credit market for UK based Private… Read full bio

Seth Sulkin

President and Chief Executive Officer, Pacifica Capital

Seth R. Sulkin is President and CEO of Pacifica Capital K.K., a Tokyo-based developer of hotels and commercial properties with more than 25 years of real estate investment experience in Japan. In November 2017, he opened the Moxy Tokyo Kinshicho, the… Read full bio

Shigeru Yagi

Director of Real Estate Investment, Pension Fund Association

Shigeru Yagi is Director of Real Estate Investment at Pension Fund Association and responsible for its real estate investment. He joined PFA and assumed his current responsibility in 2009. Prior to joining PFA, he was with Nomura Securities and Nomur… Read full bio
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PERE Investor Forum: Tokyo offers a unique opportunity for organisations to raise their profile by meeting with a global audience of senior decision-makers in the private real estate industry.

For exclusive sponsorship packages for 2019, contact sponsorship team at asiasponsorship@peimedia.com or call +852 2153 3846.