Capital Markets Forum – SOLD OUT

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The ULI Asia Pacific Capital Markets Forum is the marquee event for the ULI investment community. This forum will deliver critical insights into emerging investment opportunities across Asia Pacific's dynamic property markets. The Forum will investigate the key trends in Asia Pacific real estate investment. What are institutional investors looking for? Where can distressed situations be found? Which sectors will produce the best returns? Which markets offer the best opportunities? How can asset owners drive value creation in their properties?

The ULI Asia Pacific Capital Markets Forum offers three hours of in-depth analysis and strategic discussion which will inform your investment approach in 2025 and beyond.

Emcee: Kyu Baek Kim, Vice President, Trio Capital

14.00 – 14.05 - Welcome & introduction

14.05-14.25 Asia Pacific Real Estate Investment Market Update

Real estate capital markets began to recover in terms of transaction volumes in late 2024, but the regional and global economic and political outlook remains uncertain. This presentation will provide up-to-date insights on the macro picture for the region, what equity market movements indicate may happen in direct real estate and signs of recovery in China and Hong Kong.

Presenter: Patrick Wong, Senior Analyst - APAC Real Estate & Head of Bloomberg Intelligence Hong Kong

14.25 – 15.05 Investor panel: where to allocate capital in Asia Pacific?

Institutional and family office investors targeting real estate across the Asia Pacific discuss their outlook on the investment environment. What does Asia Pacific offer to global investors? Is logistics still favoured in a deglobalizing world? Which sectors and markets do investors favour and which do they avoid? Which strategies will attract LP dollars?

Moderator: Alan Tan, Managing Director & Head of Capital Raising, Private Capital Markets, and Managing Director, Special Projects, Private Equity Real Assets, CapitaLand Investment

Panellist(s):

• Graeme Torre, Managing Director, Head of Real Estate Asia Pacific, APG Asset Management
• Emilia Teo, Managing Director, TE Capital
• Gilles Chow, Managing Director, Head of Real Estate Asia Pacific, CPPIB

15.05 – 15.45 Japan: getting away from the crowds

Japan is as popular with real estate investors as it is with tourists. Where can you find assets at the right price? Could corporate Japan be the place to secure assets and hit return targets, and counteract the rising cost of debt?

Moderator: Joel H. Rothstein, Shareholder and Chair of Asia Real Estate Practice, GreenbergTraurig

Panellist(s):

• Laurent Jacquemin, CEO AXA IM Japan and Head of Asia Pacific, AXA IM Alts
• Jon Tanaka, Head of Asia Pacific and Country Co-Head of Japan, Hines
• Kunihiko Okumura, Asia Pacific Co-CIO and Head of Japan, LaSalle Investment Management

15.45-16.05 Networking break

16.05-16.40 A deep dive into data centres

Asia Pacific data centre transactions rose tenfold year-on-year in 2024 and demand continues to rise, driven by the needs of AI and digitalising economies. We examine the outlook for this red-hot sector and how to access it.

Moderator: Jane Drummond, Chief Commercial Officer, Aon, Asia-Pacific

Panellist(s):

• Morgan Laughlin, Managing Director, Global Head of Data Center Investments, PGIM Real Estate
• Trent Iliffe, Chief Executive Officer, LO-GOI Group
• Thomas Liu, Partner, Head of Greater China and Asia Data Centre Real Estate, Actis

16.45 -17.25 Panel: Unlocking value in Asia Pacific real estate

In the absence of widespread repricing, where can investors in Asia Pacific real estate find value? Leading investment managers discuss options across markets, sectors and investment avenues. The discussion will cover distressed opportunities, sweating assets, using and investing in debt, adding value with ESG and more.

Moderator: Pamela Ambler, Head of Investor Strategy & Intelligence, Asia Pacific, JLL

Panellist(s):

• John Pattar, Partner, Head of Real Estate Asia, KKR
• Calvin Chou, Managing Director, Head of Asia Pacific, Invesco Real Estate
• Ellen Ng, Managing Director and Co-Head of Asia Real Estate, Warburg Pincus

17.25-17.30 - Conclusion