Panelist
Panelist
Mr. Taku Yamaumi
Partner and Head of Japan L Catterton Real Estate
Taku Yamaumi is based in Tokyo. He joined Groupe Arnault/LVMH and eventually L Real Estate in April 2006. Taku is serving as a Partner of L Catterton Real Estate, leading the effort mainly in Japan and as a Senior Vice President, Head of Real Estate Investment & Development of LVMH Moet Hennessy-Louis Vuitton Japan G.K. Taku has 30-year experience of real estate investment and development.
Prior to joining L Real Estate, Taku worked for LaSalle Investment Management (LIM) within its acquisition team for 2 years in Tokyo. He worked on transactions ranging from office, hotel, retail to logistic developments. Before LIM, Taku worked for over 10 years for premier Japanese developer Tokyo Tatemono. He oversaw structuring investment in mixed-use development, residential and retail with institutional foreign and domestic investors. Taku was also in charge of investment opportunities in Asian countries including South East Asia. Taku started his career in asset management with a specific focus on residential and hotel/resort developments.
Taku earned a Bachelor of Arts in Law from Keio University. He is licensed as a Real Estate Consultant and as a Real Estate Broker in Japan.
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 that are investing across APAC will discuss their outlook on 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
Panelists
Ee Lynn Chow, Director, Asia-Pacific, Ivanhoe Cambridge
Jimmy Phua, Managing Director, Head of Real Estate Asia, CPPIB
Karen Qin, Director, Multi-Managers Real Estate, UBS Asset Management
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
Takashi Murata, Managing Director, Co-Head of Asia Real Estate & Head of Japan, Warburg Pincus
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?
Moderator
Bryan Southergill, Partner, Head of Asia Real Estate, Ares Management
Panelists
Paul Brindley, Head of Debt Advisory, Capital Markets, Asia Pacific, JLL
Arjun Pandit, Managing Director, Funds Management, CapitaLand Investment
Benett Theseira, Managing Director and Head of Asia Pacific, PGIM Real Estate
5.05pm Closing and summary
Key takeaways and Forum adjourns
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Programme is correct at time of publication and subject to change without prior notice.