Moderator
Host Committee
Moderator
Host Committee
Mr. Jon Tanaka
Senior Managing Director and Country Head, Japan Hines
Mr. Tanaka is Senior Managing Director and Country Head overseeing new business initiatives throughout Japan. He brings more than 25 years of Japan real estate development and investment experience to the firm. Before joining Hines, he was Managing Director, Head of Japan Real Estate and member of the investment committee for Angelo Gordon’s pan-Asia real estate investment team. Previously, he was Managing Director at RREEF Japan. Tanaka is a Global Governing Trustee of the Urban Land Institute (“ULI”) and served as Vice Chairman of ULI Japan. Tanaka earned a B.A. degree in East Asian Studies from Harvard University and an MBA from the University of California at Berkeley. He also attended the Graduate School of Architecture at Kyoto University. He is fluent in Japanese and English.
Speaking at
Tue 28 May
2:00 PM — 5:00 PM (GMT+09:00) Osaka, Sapporo, Tokyo
Tokyo Midtown Conference, Midtown Tower 4F, Room 9
Capital Markets Forum
ULI APAC Capital Markets Forum is the marquee event for the ULI investors and capital markets professionals' community.
In this three-hour forum, we will review the forecast for key indicators, hear from leading investors on their investment prospects and challenges versus opportunities, learn about the continuous rise of credit investments, and dive into discussions on the hottest asset classes in Japan and whether the office is still necessary.
2.00pm Introduction and welcome
Welcome remarks and setting the scene.
Ryuta Takeuchi, Head of Capital Markets, Japan, JLL
2.05pm Market Overview
Where are the real estate markets headed in APAC? Are we out of the woods when it comes to fundraising? Where are the global inflows and outflows, and what are the trends we are able to establish? To answer those and many other questions, JLL will be providing a comprehensive state of the market overview.
Pamela Ambler, Head of Investor Intelligence & Strategy Capital Markets, Asia Pacific, JLL
2.20pm Institutional Investors' View of the World - LP Panel
On this flagship panel, LPs based in Japan as well as international LPs investing across APAC will discuss the Forecast's results, as well as their outlook toward the capital markets and investment environment. What are they investing in or avoiding as an asset class? Where are the opportunities in APAC and how do returns compare on a global basis? And how are those investors implementing ESG requirements across their portfolios?
Moderator
Joyce Lo, Director, Private Capital Advisory Group, Lazard
3.00pm Networking refreshments
3.20pm Deep Dive
Deep dive on cutting edge sustainability in mixed use project design and operations featuring a project in Kita Osaka - Green Garden?
Yuichi Kanbayashi, General Manager of Grand Green Osaka Office, Mitsubishi Estate
3.40pm Fireside chat - Japan investment strategies
What is next for Japan's real estate markets? What are the most attractive opportunities that investors are seeing at the moment, and how do they capture those opportunities?
Moderator
Jon Tanaka, Senior Managing Director and Country Head, Japan, Hines
Panelists
Seiko Ikeda, Head of Japan, M&G Real Estate
Taku Yamaumi, Partner and Head of Japan, L Catterton Real Estate
4.20pm Credit Panel
Whilst the sharp rise in interest rates since 2022 has been negative for real estate equity strategies, it is favourable for real estate debt strategies. Higher base rates and wider credit spreads combined with more caution among commercial banks, have contributed to an attractive environment for private credit strategies. Today private real estate credit is playing an increasingly important role in institutional portfolios, due to its income profile and loss protection characteristics. However, will credit funds continue to enjoy their popularity in the near future? And what are the preferred debt strategies and which markets in APAC are currently offering better opportunities?
Panelists
Paul Brindley, Head of Debt Advisory, Capital Markets, Asia Pacific, JLL
Arjun Pandit, Managing Director, Funds Management, CapitaLand Investment
Bryan Southergill, Partner, Head of Real Estate, ARES
Benett Theseira, Managing Director and Head of Asia Pacific, PGIM Real Estate
5.05pm Closing and summary
Key takeaways and Forum adjourns
Brought to you by
Programme is correct at time of publication and subject to change without prior notice.