GERMAN REAL ESTATE - WEATHERING THE STORM? - The German Real Estate Dialogue finding tomorrow's opportunities - today - Webflow
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finding tomorrow’s opportunities – today The German Real Estate Dialogue 10th December 2020 Frankfurt, Villa Kennedy, Rocco Forte Hotel GERMAN REAL ESTATE – WEATHERING THE STORM?
$1.5trn capital 24+ countries TOTAL ATTENDEES ATTENDE E SENIORITY BREAKDOWN OF ATTENDEES 250+ 57% GPs 32% CEOs 38% LPs 40% Managing Directors 3% Others 27% Senior Directors 2% Consultants 1% Senior Managers Ankit Mehta Gershon Cohen Director, Unlisted Infrastructure & Timberland, The Australian Global Head of Infrastructure Funds, Aberdeen Standard Government Future Fund, Melbourne, Australia: Investments, London, UK: “The Dialogue Capital event in New York was a useful way to discuss “Infrastructure Dialogue brings together industry leaders, current themes in infrastructure investing with broad range of market opinion formers and practitioners in an innovative format participants. The Boardroom format allowed a thoughtful and candid in which the delegates actively engage with the program discussion with all participants.” participants in a productive environment.” “Why attend?” • Strengthening existing business relationships and forge new ones. Be part of a global Club of leaders • Facilitating exclusive meetings with key contacts • Securing the opportunity for profile raising with key players • Bringing together decision makers for informal discussions on themes that are relevant to them • A format that maximises networking opportunities through sessions and networking clubs, on top of the usual coffee breaks, drink receptions and board dinners
Among the attendees at our The Big Picture in Real Estate events have been so far: • Commercial Real Estate – How to ensure sustainable growth while limiting the impact of market corrections & of the pandemic? • 6B47 Real Estate • GIC Investors • Gerch Group • Finanzierungsmodelle – Neue Strategien, Strukturierungsfragen, was funktioniert? • AIG • HSBC Wie geht man mit erhöhten Risiken angesichts COVID-10 um? • AMP Capital • INNOSWAN Capital • ATP Partners • Rechtliche Rahmenbedingungen – Wird die Branche kaputtreguliert? • Alpha Real Estate • IFC English Version: Legal Side of Real Estate – What do new regulations mean for the • APG AM • KKR Asset Manager? • Ardian • LBBW • Axa • Lenwood Capital • Deutsche Wohnimmobilien – Wann platzt die Blase? Neue trends, innovative • AIIB • Legal & General Konzepte? Inwieweit hat sich der Markt abgekühlt? • Allianz Capital Partners • MATRIX Immobilien • ASSIDUUS Development • MetLife • BNP Paribas Real Estate • New York Retirement Property System Real Estate Investments • BerlinHyp • Nord LB • Blackstone • Oaktree Capital • Real Estate Investments in Germany – still a safe haven? What other regions are • Boeblinger • Patrizia attractive? Baugesellschaft • PRS Family Trust • Immobilien in Deutschland – Markt wird dünner, wo ist das beste Risiko-Return • Cabot Partners • PGGM Verhältnis zu finden? • CPPIB English Version: Real Estate in Germany – Where are the best risk/return options? • Prelios Immobilien • Commerzreal Management • Debt Real Estate investments – more risk, evaluating returns, identifying value better? • Cording Group • Macquarie • CAPRA • PensionDanmark • Dreso • Premier Inn Hot Sectors in Real Estate • EBRD • Radisson Hotel Group • EQT Partners UK • R+V Lebensversicherung • Offices in Real estate – developments and investments – keeping up with new • European Commission • The Office Group trends such as flexible working and accelerating digitalisation in challenging times? • Finch Properties • The World Bank Group • Logistik-Immobilien – Wann sind Gipfel und Täler bei Preisen und Renditen erreicht? • Future Fund • UK Government English Version: Logistics – When will we reach the peak & valley with pricings and • Future Fund • WeWork yields? • First State • ZBI • Hotels – Location, location, location – how to the beat the competition in uncertain • FOM …and many more times?
FLORENTINA FREISE Founder Dialogue Capital Dear Ladies and Gentlemen, Sehr geehrte Damen und Herren, Welcome to the annual German Real Estate Willkommen zum German Real Estate Dialogue am 10. Dialogue on 10 of December in Frankfurt! Dezember in Frankfurt! The event is held under the motto “German Das Event wird unter folgendem Motto Real Estate – Weathering the Storm?” and will stattfinden: “German Real Estate – Weathering bring together even more local and international the Storm?” und wird lokale und internationale decision makers, including pension funds, fund Entscheidungsträger, Pensionskassen, Fundmanager, managers, lenders, developers and asset owners. Finanzierer, Projektentwickler und Bestandshalter zusammenbringen. Participants will engage in a series of interactive sessions and will discuss how to take advantage Die Teilnehmer werden an interaktiven Sitzungen of opportunities in real estate. teilnehmen: Sessions, Fire-Side-Chats und Industry Updates und die Vorteile von Immobilieninvestitionen The informal networking sessions offer the diskutieren. Die informellen Networking Module opportunity for a productive engagement with ermöglichen die produktive Kontaktaufnahme zu key connections over one day. Discussions cover Schlüsselkontakten an einem Tag. Die Themen recent developments in German Real Estate and decken jüngste Entwicklungen des deutschen abroad. Immobilienmarkets ab sowie internationale Investitionen. Book now to secure a place in tailored sessions of your choice. Get to know potential business Buchen Sie Ihren Platz jetzt in einem der partners and clients by discussing the themes maßgeschneiderten Runden Ihrer Wahl. Lernen Sie Ihre that matter. Geschäftspartner und Kunden besser kennen indem Sie die Themen besprechen, die wirklich relevant sind. See you in December in Frankfurt at Villa Kennedy! Bis bald im Dezember in der Villa Kennedy! Best regards, Beste Grüße Florentina Florentina Freise
KEYNOTE AGENDA GERMAN REAL ESTATE DIALOGUE 2020 10th December Registration from 09:30 PM onwards 10:00 AM – 10:30 AM Keynote 10:30 AM - 11:00 AM Networking Break 11:00 AM - 12:00 PM Program CARSTEN BRZESKI 12:00 PM - 13:00 PM Networking lunch Chief Economist, ING 13:00 PM - 14:00 PM Program Outlook on the markets – Germany, the 14:00 PM - 14:20 PM Networking Break rock in rough waters? 14:20 PM - 15:20 PM Program 15:20 PM - 16:20 PM Farewell Drinks Lobby /Main Entrance Green Foyer Business Salon 1 Center Salon 5 Salon 2 Salon 4 Salon 3
COMMERCIAL REAL ESTATE – HOW TO ENSURE SUSTAINABLE GROWTH DEUTSCHE WOHN-IMMOBILIEN – WANN PLATZT DIE BLASE? WHILE LIMITING THE IMPACT OF MARKET CORRECTIONS, WHAT IMPACT WILL NEUE TRENDS, INNOVATIVE KONZEPTE? COVID-19 HAVE? ENGLISH VERSION – GERMAN RESIDENTIAL – BUBBLE ABOUT TO BURST? NEW TRENDS, INNOVATIVE CONCEPTS OF ACCOMMODATION? JULIAN KARSTEN MARTIN DANNY BUSCH FUELSTER MOERL MALKIN Associate, Oaktree Managing Director, Principal, SEBASTIAN MATHIJS VAN SEBASTIAN Capital Girlan Immobilien Blackstone NITSCH DALSON ENGEL Management Vorstand, 6B47 Real Business Chief Sales Officer, Estate Investors Development Alpha Real Estate & Investments Director Europe, The Ascott MARTIN VICTOR VON SCHAER WALDBERG Founder, MATRIX Unternehmensjurist, DR. PHILIPP MR. MARTIN ADHAM EL FREUDENREICH FAESSLE MUNTASSER Immobilien FOM Referent der Geschäftsführer der Managing Director, Geschaeftsfueh- BNP Paribas Real INCEPT rung, AM alpha Estate Property Kapitalverwal- Development & tungsgesellschaft Services Real Estate mbH BNP Paribas MARC THIEL Vorstand l Chief Transaction Officer, Gerch Group
FIRE-SIDE CHAT – RECHTLICHE REAL ESTATE INVESTMENTS IN GERMANY – STILL A RAHMENBEDINGUNGEN – WIRD DIE BRANCHE SAFE HAVEN? WHAT OTHER REGIONS ARE ATTRACTIVE? KAPUTTREGULIERT, WAS BEDEUTEN DIE NEUEN REGULIERUNGEN FUER DEN ASSET MANAGER? ENGLISH VERSION – LEGAL SIDE OF REAL ESTATE – WHAT DO NEW REGULATIONS MEAN FOR ASSET MANAGERS? CHARLOTTE STEPHEN CHERYL DENNISON MILES MAHER Associate, Executive Director, Director, CPPIB CAPRA CBRE EMEA Investment Properties Team, CBRE JOCHEN GARY DAVID DORNER JACKSON RENSHAW Leiter Vertrieb, CEO, De Trafford Director, Cheyne Baugrund Capital OLEG RICHARD LUCIA MATERSHEV LIEBHART WIED CEO, PMK Leiter Business Executive Director, Development CEE, Transactions, PGIM Vinci Facilities
MIETENDECKEL IN BERLIN & FIRE-SIDE CHAT – IMMOBILIEN IN DEUTSCHLAND LOGISTIK-IMMOBILIEN – WANN SIND DEUTSCHLAND – – MARKT WIRD DUENNER, WO IST DAS BESTE RISIKO- GIPFEL UND TAELER BEI PREISEN UND HERAUSFORDERUNGEN & LOESUNGEN? RETURN-VERHAELTNIS ZU FINDEN? RENDITEN ERREICHT? ENGLISH VERSION – RENT CAPS IN BERLIN ENGLISH VERSION – REAL ESTATE IN GERMANY – ENGLISH VERSION – LOGISTICS – & GERMANY – CHALLENGES & SOLUTIONS? WHERE ARE THE BEST RISK/RETURN OPTIONS? WHEN WILL WE REACH THE PEAK & VALLEY WITH PRICINGS AND YIELDS? MARKUS FRANK JAN MARCO ARSHAD DENZLE KIRSTEN BAUMGART BRAUN BHATTI Projektentwicklung, Managing Head of Real Partner, JAN PHILIPP BODO CEO, Apex Airpex Boeblinger Director, ImmoMa DAUN HOLLUNG Estate Germany, INNOSWAN Capital Baugesellschaft Gesellschaft für Head of Invesmtent Gesellschafter KKR Partners ImmobilienMarketing Management, Garbe Geschäftsführer, Lip Industrial Real Invest Estate STEFAN THOMAS GRAF DOERFFLER ANDREAS Director, Angelo Infra Consult und SOENKE STEWARD M. TIED Gordon Entwicklungsman- KEWITZ LITTLE Bereichsleitung, agement – Berlin, Managing Director Co-Founder, Immobilien- und Dreso Germany, P3 Oxenwood Stadtentwicklung, Logistic Parks IBB FLORIAN PRISCILLE NEUMANN SCHLOSSER Senior Vice Head of Logistics, President, Cabot Special Property Partners Finance, Aareal Bank
FINANZIERUNGSMODELLE – NEUE STRATEGIEN, STRUKTURIERUNGSFRAGEN, DEBT REAL ESTATE WAS FUNKTIONIERT, WIE GEHT MAN MIT ERHOEHTEN RISIKEN ANGESICHTS COVID-19 INVESTMENTS – MORE RISK, UM? (BEISPIEL LUXEMBURG) EVALUATING RETURNS, IDENTIFYING VALUE BETTER? ENGLISH VERSION – FINANCING MODELS – NEW STRATEGIES, WHAT WORKS? HOW DO YOU GET DEALS OVER THE FINISHING LINE – MATCHING LIABILITIES & INVESTMENTS HOW TO DEAL WITH INCREASED RISKS? VINCENT NOBEL Head of Asset Based Lending, Federated ANNA LISA HEIKO JUERGEN GINKEL LINTSCHINGER MAASS MERTENS Hermes International General Manager, Corporates & Managing Director Finance Director, Loan Markets & Markets, Erste Commercial Real PRS Family Trust Syndication, Aareal Group Estate, LBBW Bank BURKHARD STELIOS SCHLICKENRIEDER THEODOSIOU Managing Partner, Principal, Hig Realty ELKE Lenwood Capital Partners JAN LERCH ECKHARD MRICS PLAZERIANO SCHULZ Senior Relationship Leiterin Projek- Bereichsleiter Manager, Hamburg tfinanzierung, Immobilienfinan- Commercial Bank AG 6B47 Real Estate zierung, ERGO Investors Group AG
FIRE-SIDE CHAT: HOTELS – FIRE-SIDE CHAT – OFFICES IN REAL ESTATE: FIRE-SIDE CHAT – INVESTING & DEVELOPING LOCATION, LOCATION, LOCATION DEVELOPMENTS AND INVESTMENTS – KEEPING UP REAL ESTATE – LEAVING THE CITIES, PRIME – HOW TO BEAT THE COMPETITION – WITH NEW TRENDS SUCH AS FLEXIBLE WORKING AND MARKETS? HOW MUCH POTENTIAL DO THE PRIORITIES IN UNCERTAIN TIMES? ACCELERATING DIGITALIZATION? OUTSKIRTS OFFER? ROBERT VAN TOM MARTIN CHARLIE JAN DER GRAAF GOLDSCHEIDER ARSHAD MARKUS BRENDEL GREEN HOEPPER BHATTI DENZLE Senior Director, Senior Acquisitions Leiter Investment, Co-CEO, The Office Managing Director CEO, Apex Airspace Projektentwicklung, Business Manager, Premier Inn HanseMerkur Group / Geschäftsführer Boeblinger Development, Grundvermögen DACH, Quarters Baugesellschaft Radisson Hotel Holding Group SVEN ROEDIG ALEXANDER STEFAN SOFIA SASCHA E. HAPP NEHER WATT REUTER Development Founder, Head of Head of Asset Leiter ZBI- Manager, HRG Assiduus Development, Zar Management Repräsentanz Hotels Development Real Estate Holding Real Estate, EQT Deutschland/ Partners UK West Investment | Advisors II Akquisition, ZBI
FIRE-SIDE CHAT FIRE-SIDE CHAT – UNTERSCHEIDUNG UND ESG & SOCIAL – SUSTAINABILITY – PROJEKTENTWICK- UEBERSCHNEIDUNG VON INFRASTRUKTUR UND BONDS: OPENING NEW SUPPLY FOR LER & OFFENE SPE- IMMOBILIEN – WO UND WIE KOENNEN DIE BESTEN EUROPEAN INVESTORS ZIALFONDS – QUO RETURNS ERZIELT WERDEN? VADIS? ENGLISH VERSION – INFRASTRUCTURE & REAL ESTATE – WHERE TO GET THE BEST RETURNS FROM? MARKUS BERAN GOESTA Leiter Zentrale RITSCHEWALD Betreuung Ausland / ARSHAD JENS SELENE Inhaber, Head of Origination BHATTI EBERT POISSON Ritschewald International CEO, Apex Airspace Managing Director Deputy Leasing Consultancy Investors, Berlin Hyp | Alternative Director Unibail- Investments, Rodamco-Westfield PATRIZIA GOESTA RITSCHEWALD Inhaber, Ritschewald Consultancy
FIRE-SIDE CHAT – HEALTH CARE FOKUS – GEWERBEIMMOBILIEN / SESSION – MEHR DIGITALISIERUNG – WELCHE MODELLE & SENIOR-LIVING – NEUE KONZEPTE, SHOPPING CENTRES ENTWICKELN FUNKTIONIEREN? WIE GEHT MAN MIT NEUEN RISIKEN UM? WIE HYBRID OBJEKTE, NEUE – UMDENKEN ODER FLEXIBEL SEIN? HERAUSFORDERUNGEN? ENGLISH VERSION – MORE DIGITAL IN REAL ESTATE – WHAT ZUKUNFTSMODELLE? MODELS WORK? HOW TO DEAL WITH NEW RISKS? ANDREW JENS MARTIN OVEY WOLFHAGEN MOERL MARKUS ARSHAD MARLENA Senior Fund Member of the BERAN BHATTI BÜSCHL Managing Director, Manager – Board (Market), Leiter Zentrale CEO, Apex Airspace Investment Girlan Immobilien Healthcare, Real Management Team, Betreuung Ausland Manager, Surplus Management Assets, Axa IMMAC Verwal- /Head of Origination Invest tungsgesellschaft International Investors, Berlin Hyp DANIEL KARDOLSKY Geschäftsführender Gesellschafter, ParkenProper- tyPartner
4 Easy ways to register: Online VENUE: VILLA KENNEDY THE GERMAN REAL ESTATE DIALOGUE :www.dialoguecapital.com/onlinepayment Email 1. FEES FOR OFFICIAL P ARTICIPANTS (PROGRAMME) (PER PERSON) (“FEE” ) info@dialoguecapital.com Telephone VENUE & HOW TO GET TO THE Early Bird Rate October Special Rate Standard Rate +44 (0)208 451 05 60 GLOBAL INFRASTRUCTURE FEE OFFICIAL P ARTICIPANTS Before or on 30st of Sept. 2020 Before or on 29th of October 2020 Before or on 10th December 2020 Post DIALOGUE 2020 (Programme) Dialogue Capital Ltd, 395, Chapter Road, € 1595 + 19% VAT € 1695 + 19% VAT € 1795 + 19% VAT NW2 5NG London, UK RESERVATIONS 2. DELEGATES FEES (PER PERSON) (“FEE” ) What does your ticket include? Hotel-Booking line: +49 (0) 69 717 121 430 All prices include events-entry, full Early Bird Rate October Special Rate Standard Rate reservations.villakennedy@roccofortehotels.com documentation, lunch and refreshments, as Before or on 30st of Sept. 2020 Before or on 29th of October 2020 Before or on 10th December 2020 FEE DELEGATE well as access to the drinks reception. ADDRESS OF THE VENUE: € 2095 + 19% VAT € 2195 + 19% VAT € 2295 + 19% VAT Upon registration, you will receive a confirmation email including venue-details, Rocco Forte Hotel, Villa Kennedy a full agenda and contact information. BOOKING CONTACT DETAILS OF “ATTENDEE” AT THE GERMAN REAL ESTATE DIALOGUE: All attendees are responsible for the Kenedyalle 70 60596 Frankfurt TITLE: FIRST NAME: SURNAME: arrangement and payment of their own travel and accommodation. JOB TITLE: Terms and Conditions TELEPHONE: FAX: MOBILE: Your Fee should be paid in full prior to attendance. If payment has not been received in accordance with paragraph 1 & CONTACT DETAILS OF PERSON IN FIRST NAME/LAST NAME: 2, above, you will not be permitted to enter CHARGE OF TICKET B OOKING the Event. JOB TITLE/EMAIL/DIRECT TEL.: Cancellations: Should you not be able to attend the Event, a substitute delegate may NAME: attend the Event on your behalf at no extra ORGANISATION DETAILS: cost. For avoidance of doubt, any substitute ADDRESS: delegate must be notified to The Company no less than 48 hours prior to the Event. TOWN/CITY: If a suitable substitute delegate cannot be found, The Company shall be entitled to POSTCODE: COUNTRY: retain 65% of the Fee including VAT thereon and shall take reasonable steps to return Yes, please: I would like to register for the evening event on 8th of December 2020, which is an additional networking the balance of the Fee to the Attendee Old Opera House Financial District e Str rin r Bel . Dom Cathedra opportunity with board dinner at no extra cost. (only accessible to programme participants and sponsors). Yes, please: Yes, please: The registered delegate wishes to subscribe to the e-newsletter and wishes to receive more information. within 14 days following the Event, provided cancellation is notified to The Company not less than 28 working days prior to the Event. Main Tower In the event that cancellation is notified to Saint Paul’s Yes, please: I am interested in Club-membership and would like to receive more information. The Company less than 28 working days Main Train Station Church prior to the Event, The Company shall be Römer 4. Payment methods (all fees are strictly payable in advance) entitled to retain 100% of the Fee including t ße en Please select one of the following payment methods: ra a i ain nkm VAT thereon and in full and final settlement ust nk M ba te ai Gu l m Em ße of the same. te r m ns tra Credit Card: Register and pay via the website (Paypal) at www.dialoguecapital.com/onlinepayment or Dialogue Capital reserves the right to Un eu us Ga rte email us at finance@dialoguecapital.com to pay online and we will issue you an e-invoice for credit-card M change, amend, reschedule and cancel the Sc payment (there will be a charge of 3,6% for email-based online-payments.) hw aß e Event on reasonable notice. In the event of str eiz nd Tick as appropriate: Amex Visa Mastercard Eurocard cancellation by The Company, the Attendee ers e La lle er shall be entitled to a full refund of the Fee tr ld a . NAME AS IT APPEARS ON CREDIT CARD CARD NO. 3/4 DIGITAL SECURITY NUMBER: dy to be arranged within 14 days of cancellation fe e ör nn of the Event. M Ke SIGNATURE OF CREDIT CARD HOLDER (FIRST AND LAST NAME): In the event of a natural disaster or Force de Majeure, such as an epidemic or war, the SPECIAL R ATE FOR HO TEL-ROOM Bank transfer (A booking fee of 75 Euros will apply for bank transfers. Bank transfers can only be made before November 16th.) Company offers to transfer the ticket to the BOOKINGS AT THE VENUE: Payable to Dialogue Capital Ltd., HSBC Bank: Account Number: 76405897, Sort-Code: 40-05-15, one of following events, or the next events IBAN: GB73HBUK40127676405897 Swift address / BIC: HBUKGB4B A reduction of 69% will be applied to attendees taking place in the following 24 months at who book a room at the venue of the event. Please no extra cost. call Tel.: +49 (0) 69 717 121 430 and quote: “Global [PRINT NAME ,“A TTENDEE”]: SIGNATURE: DATE: I confirm that I have read and accepted The Infrastructure Dialogue”. This special deal is Company´s terms and conditions and I am available on a first-come-first-served basis. authorised to sign this document on behalf of the company.
CONTACT: PARTNERS: Dialogue Capital Ltd., London, TEL: +44 (0) 208 451 05 60 EMAIL: info@dialoguecapital.com www.dialoguecapital.com
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