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 2019 examined the investment strategies of Japan’s largest LPs and is the preeminent event for global fund managers to turbocharge their fundraising.
Key themes included:
- 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?
Stay in the loop for the next event in September 2020 by registering your interest today.
Download 2019 event brochure
Key discussion topics included –
- Japanese LP report card: How do they assess their current investments?
- International GP views on the latest global real estate trends
- Discover the Japanese investment opportunity
- Japan success stories: Investing in hotels and hospitality
- Real estate debt: What can it offer that equity can’t?
- People, context and reinvention: A layered approach to creating a sense of place
300+
attendees
2:3
GP:LP ratio
125+
companies
Featured speaker 2019
Mark W. Elliott
President, Hodges Ward Elliott
In an exclusive interview, Mark Elliott will be discussing HWE’s approach to real estate debt and hospitality investing alongside their strategy and plans going forward.
2019 speakers included:
Connect with Japan's largest LPs. Turbocharge fundraising.
Demonstrate your unique value-add capabilities to Japanese LPs allocating capital to oversea private real estate to turbocharge your fundraising in 2020 and beyond. Exchange ideas with prominent global GPs, developers, and strategic advisors to enhance your investment strategies across Asia, Europe, Australia, and the Americas.
Confirmed 2019 LP attendees included
Valuable Insights. Enhance your strategies.
Utilizing PERE’s position as the most prestigious private real estate specialized publication, the Forum is your gateway to access to the most exclusive market insights.
For any enquiries, please contact Andrew Wolff on at andrew.w@peimedia.com
View agenda page
Agenda
Agenda - Wednesday 16th
Wednesday, 16 October 2019
18:00 - 20:00
VIP cocktail (by invitation only)
Agenda
Agenda - Thursday 17th
Thursday, 17 October 2019
08:30 - 08:50
Registration and networking
08:50 - 09:05
PERE Welcome
09:05 - 09:50
Keynote Panel: International GPs views on the latest global real estate trends
Adrian Harrington,
Jorge Duarte,
Michael O’Brien,
Tetsuya Fujita
• 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
Presentation & Fireside Chat
Mark Elliott,
Christie Ou
10:20 - 11:05
Panel: The Japanese Investment Opportunity
Daisuke Kitta,
Hidetoshi Ono,
Yoshito Nishikawa,
Leonard Meyer zu Brickwedde,
Richard Reitknecht
• 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
Leonard Meyer zu Brickwedde
President and Chief Executive Officer, Kenzo Capital Corporation
Read bio
11:05 - 11:35
Networking coffee break
11:35 - 12:05
Presentation: People, Context and Reinvention - a layered approach to creating a sense of place
Tim Bowder-Ridger
12:05 - 12:50
Panel: Spotlight on North American Real Estate
Charlie Garner,
John Brady,
Kai-yan Lee,
Christie Ou
• 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 - 14:30
Panel: Real estate debt: what can it offer that equity can’t?
James Haines,
Chris Allman,
Rupert Gill
• 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?
14:30 - 15:10
Panel: Japan success stories: Investing in hotel and hospitality sectors
Kevin Colket,
Seth Sulkin,
Hans Heijligers,
Toyohiko Kishida
• 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 - 15:30
Networking coffee break
15:30 - 16:10
Panel: Real estate specialist strategies
Bob McClain,
Robert Fordi,
Charles Haase,
Victor Lor,
Steven Bass
- How can investors best capitalize on the logistics boom?
- Overview of sectors such as healthcare, multifamily and student housing
- Investing in niche sectors such as service retail and storage
16:10 - 16:50
Panel: The growing role of ESG in the investment process
Tetsuya Fujita,
Ryuichi Horie,
Yutaro Tanaka,
Shuichi Masunaga,
Akihisa Hoshino
• 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
Akihisa Hoshino
Principal, Alternative Funds Investment Department, Sumitomo Mitsui Trust Bank
Read bio
16:50 - 17:30
Panel: Japanese LPs report card – how do they assess their current investments so far?
Mitsuhiro Arakawa,
Shigeru Yagi,
Shinji Kawano,
Kiyosei Sugioka,
Koji Ohashi
• 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.
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 2020, contact sponsorship team at asiasponsorship@peimedia.com or call +852 2153 3846.
Pre-Event Resources
Thank you for participating in PERE Investor Forum: Tokyo, you can download the post-event materials in this page.
We hope you enjoyed the Forum and we all look forward to welcoming you next year.
Post-Event Resources
pdf
Keynote Panel: International GPs views on the latest global real estate trends
By Barings Alternative Investments
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