Program of INVESTMENTexpo 2024

Are real asset investments becoming more attractive again, and if so, in which types of use and regions?

Discussion leader:
Alexander Eggert, Managing Director, HIH Invest Real Estate GmbH

Participants:
David Hedalen, Head of Real Assets Research, Aviva Investors Global Services Limited
Christoph Schulte, Team Leader Treasury, Pax-Bank eG
Dr. Anton Buchhart, Head of Investment Department, Barmenia Insurance Group
Andreas Trumpp, Head of Market Intelligence & Foresight, Colliers International Deutschland GmbH

Discussion leader:
Robert Guzialowski, Head of Business Development Real Assets, HANSAINVEST Hanseatische Investment-GmbH

Participants:
Anna-Lena Budde, Deputy Managing Director / Head of Investments, Norddeutsche Kirchliche Versorgungskasse (NKVK)
Markus Schmidt, Head of Infrastructure Business Development, IntReal International Real Estate Kapitalverwaltungsgesellschaft mbH
Marc Drießen, CEO / Co-Founder, Evolv Asset Management AG
Giselher Kühne, Managing Director, Advace Group GmbH
Lena Hosbach, Investment Manager, Schroder Investment Management Limited

What development strategies are asset managers and investors pursuing and what requirements are being placed on new direct investments?

Discussion leader:
Michael Denk, Managing Director, Quadoro Investment GmbH

Keynote:
Nils Heetmeyer, Managing Director, Schroder Real Estate Kapitalverwaltungsgesellschaft mbH

Participants:
Immo von Homeyer, Head of Business Development, Art-Invest Real Estate Funds GmbH
Benjamin Günther, Co-Founder & CEO, Alasco GmbH
Dr. Maximilian Brauers, Member of the Management Board, Union Investment Institutional Property GmbH
Nils Heetmeyer, Managing Director, Schroder Real Estate Kapitalverwaltungsgesellschaft mbH
Ivo Grünhagen, Managing Director, BRAWO GE Management GmbH

Will we still need offices in the future? What does this mean for the investment strategy?

Discussion leader:
Prof. Dr. Bernd Wieberneit, Chair of Investment and Asset Management of Real Estate, RheinMain University of Applied Sciences

Participants:
Jan Schlüter, Managing Director, Provinzial Asset Management GmbH
Ingo Bofinger, Member of the Executive Board, AVADIS Vorsorge AG
Marc-André Rappold, Senior Fonds-Mandatenmanager, Commerz Real Fund Management S.à r.l.
Alexander Lackner, CEO, neworld

What strategies are managers & investors pursuing in the Asia-Pacific region? Which markets are in focus?

Discussion leader:
Prof. Dr. Thomas Beyerle, Head of Strategy & Communication, Catella Real Estate AG

Participants:
Rainer Komenda, Head of Real Estate Investment Management, Bayerische Versorgungskammer
Richard van den Berg, Fund Manager Asia Property, M&G Real Estate Asia Pte Ltd
Sascha Pinger, Managing Director, Versorgungswerk der Wirtschaftsprüfer und der vereidigten Buchprüfer im Lande Nordrhein-Westfalen (WPV)
Will Johnson, Investment Director & Portfolio Manager, Savills Japan Co., Ltd.

What is interesting for investors? Which primary energy class have you already invested in? What are your future plans? What infrastructure ratio are you aiming for? And what are the expected returns?

Discussion leader:
Christian Moersch, Member of the Management Board, HANSAINVEST LUX S.A.

Participants:
Wolfram Axthelm, Managing Director, Bundesverband Erneuerbare Energie e.V.
Boris Korejtko, Director, Copenhagen Infrastructure Partners P/S
Karsten Mieth, Member of the Management Board, Encavis Asset Management AG
Martin Vogt, Global Head of Project Development, hep global GmbH
Christoph Lüken, Managing Director, HANSAINVEST Real Assets GmbH

Discussion leader:
Peter Dietze-Felberg, M.A., Senior Communications Consultant, RUECKERCONSULT GmbH

Keynote:
Alex Gadeberg, Member of the Management Board, Fondsbörse Deutschland Beteiligungsmakler AG

Participants:
Dr. Kaja Bader, Head of Fund Management Real Assets, Helaba Invest Kapitalanlagegesellschaft mbH
Hermann Aukamp, Management Consultant for Institutional Investment Strategies
Alex Gadeberg, Member of the Management Board, Fondsbörse Deutschland Beteiligungsmakler AG

What investment strategies are international investors pursuing? Which countries and sectors are in focus? How attractive is Germany?

Participants:
Iryna Pylypchuk, Director of Research and Market Information, INREV

Which countries and asset classes should be part of a diversified APAC portfolio for German investors?

Participants:
Simon Treacy, CEO Private Equity Real Estate, CapitaLand Investment Limited

Participants:
Frank Müller, Rechtsanwalt, Partner, McDermott Will & Emery, Rechtsanwälte Steuerberater LLP

What are the current investor strategies?

Participants:
Dr. Sven Helmer, MRICS, CIIA, Managing Director, LAGRANGE Financial Advisory GmbH (data from Xaidung ok)

Strategies for real estate with a future, with practical examples from office, hospitality and logistics.

Participants:
Symon Godl, Chief Investment Officer, Deutsche Finance Group

Which investments are the focus of institutional investors?

Discussion leader:
Michael Klauke-Werner, Chairman of the Management Board, Bund Institutioneller Investoren e. V.

Participants:
Jan Schlüter, Managing Director, Provinzial Asset Management GmbH
Dr Gisbert Beckers, Founding Partner, GAR German American Realty GmbH
Prof. Dr. Gerd Merke, Member of the Board, Supplementary Pension Fund of the Stonemasonry and Stone Carving Trades VVaG

Discussion leader:
Janine Jaensch, Owner, Janine Jaensch Consulting & Real Estate

Participants:
Sebastian Schlansky, Managing Director Healthcare Real Estate,
HAMBURG TEAM Investment Management GmbH
Kai-Uwe Schlißke, Deputy Member of the Management Board / Head of Proprietary Trading, Sparkasse Fürth

What role do infrastructure investments play? Will fixed income still come first in the second half of 2024?

Discussion leader:
Carsten Demmler, Managing Director, HIH Invest Real Estate GmbH

Participants:
Joachim Kumme, Director of the Own Investments Department, Kreissparkasse Ludwigsburg
Christoph Schulte, Team Leader Treasury, Pax-Bank eG
Dr. Anja Hubig, Director Treasury, Ostsächsische Sparkasse Dresden
Christian Röling, Head of BRAWO Invest, Volksbank BRAWO eG

Discussion leader:
Prof. Dr. Björn-Matrin Kurzrock, Professor of Real Estate Economics, RPTU (Rheinland-Pfälzische Technische Universität Kaiserslautern-Landau)

Participants:
Sarah Kocabiyik, COO, Metabuild GmbH
Christian Paulsen, Manager Indirect Investments, Generali Real Estate S.p.A
Dr. Nino Paulus, CPO & Founder, PPB Company GmbH
Nadja Hofmann, Management Board, German Platform for Technology and Innovation e.V.

Which markets have reacted most dynamically to inflation and interest rates and offer opportunities for counter-cyclical new investments today?

Discussion leader:
Felix Meyen, Managing Director, HIH Invest Real Estate GmbH

Participants:
Gerhard Lehner, Managing Director and Head of Fund Management Germany, Savills Investment Management GmbH
Christina Ofschonka, Managing Director / Head of Fund Management, AEW Invest GmbH
Martin Lemke, Chairman, INREV

Discussion leader:
Anna Klaft, Chairwoman, GERMAN DATACENTER ASSOCIATION e.V.

Keynote:
Patrick Brinker, Head of Real Estate Investment Management, Hauck Aufhäuser Lampe Privatbank AG

Participants:
Patrick Brinker, Head of Real Estate Investment Management, Hauck Aufhäuser Lampe Privatbank AG
Lars Mostert, Managing Partner, TTSP HWP Planungsgesellschaft mbH
Christoph Horbach, CEO Managing Partner, HT Group GmbH
Casey Miller, Managing Director Portfolio Management, Principal Financial Group

Core, Opportunistic, Niche: Investors discuss challenges and opportunities of the different strategies and their plans. Is there a general cultural difference between Anglo-Saxon and German investors? (Investor-only panel)

Discussion leader:
Sandy Bierwirth-Zeussel, Member of the RICS Germany Board, RICS Germany Limited

Participants:
Dirk Bratschke, Head of Real Estate, Vibro GroupChristiane Eckert, Leiterin der Abteilung Immobilien, PBU Pædagogernes Pension
Dr. Marian Berneburg, Head of Alternative Assets, Evangelische Zusatzversorgungskasse

Where are the hotspots?

Participants:
Andreas Wesner, Spokesman of the Management Board, Catella Real Estate AG
Christopher Garbe, Managing Partner, GARBE Industrial Real Estate GmbH
Theo Soeters, Managing Director, Head of Fund Management, Edmond de Rothschild

ESG, market corrections, climate risks: What does an adequate valuation of real estate and infrastructure currently look like?

Discussion leader:
Christian Moersch, Member of the Board, HANSAINVEST LUX S.A.

Participants:
Jens-Peter Jäger, Director und Chief Analyst, Value&Risk
Rüdiger Hornung, Director, W&P Immobilienberatung GmbH
Roman Heidrich MRICS, Head of RICS Professional Group Residential Valuation, RICS Germany Limited
Andreas Gründemann, Head of Asset Management, Planning and Controlling, SIGNAL IDUNA
Björn Ebert, Financial Services Leader, Partner, PwC Luxembourg

Which options and strategies are effective?

Discussion leader:
Dr. Jessica Hanke, Mitglied des Vorstands, Frauen in der Immobilienwirtschaft e.V.

Participants:
Bruno Farber, President and Founding Partner, Ginkgo Advisor sàrl
Henrike Waldburg, Head of Asset Management / Member of the Management Board, Union Investment Real Estate GmbH
Joachim Schmidt-Mertens, Managing Director, Becken Development GmbH

Economic downturn, real estate prices in the basement, political uncertainty in Germany: is the constellation right for anti-cyclical private equity investors?

Discussion leader:
Alexander Lehnen, Partner,  HEUSSEN Rechtsanwaltsgesellschaft mbH

Participants:
Christoph Wittkop, Managing Partner / CEO, Sonar Real Estate GmbH
Torsten Hollstein, Managing Director, CR Investment Management GmbH

What role does ESG play? What do investors expect? - Opportunities and risks

Participants:
Pascal Scheeff, Managing Director Institutional Sales, BF.capital GmbH

Discussion leader:
Sarah Hoffmann, Head of Retail Investment Germany,
Jones Lang LaSalle SE

Participants:
Jörn Burghardt, Managing Director, GPEP GmbH
Manuel Jahn, Managing Director, Habona Invest Consulting GmbH
Thomas Kuhlmann, Chairman of the Management Board, Hahn Group
Thomas Thein, Managing Director, GRR Funds GmbH

What is the current status of implementation in real estate asset management?

Discussion leader:
Sandy Bierwirth-Zeussel, Member of the RICS Germany Board, RICS Germany Limited

Participants:
Robert Gauggel, Director Institutional Clients, CT Real Estate Partners GmbH & Co. KG
Anna-Lena Budde, Deputy Managing Director / Head of Investments, Norddeutsche Kirchliche Versorgungskasse (NKVK)
Iris Hagdorn, Head of Sustainability,  HIH Invest Real Estate GmbH
Marc Mockwitz,Managing Partner, Cloudbrixx GmbH

How attractive is this asset class for investors?

Discussion leader:
Dr. Kathrin Dräger, Senior Communications Consultant, RUECKERCONSULT GmbH

Participants:
Philip La Pierre, Head of Europe, LaSalle Investment Management Kapitalverwaltungsgesellschaft mbH
Sascha Pinger, Managing Director, Versorgungswerk der Wirtschaftsprüfer und der vereidigten Buchprüfer im Lande Nordrhein-Westfalen (WPV)
Michael Morgenroth, CEO, CAERUS Debt Investments AG
Dr. Pamela Hoerr, Management Board, Deutsche Pfandbriefbank AG

How is the hotel market developing?

Discussion leader:
Karsten Müller-Uthoff, consultant, advisory and supervisory board member at various asset management companies

Participants:
Maximilian Ludwig, Senior Director, Head of Asset Management Living, Retail & Logistics, Real I.S. AG
Frank Marrenbach, CEO & Managing Partner, Althoff Beratungs- und Betreuungsgesellschaft mbH
Martin Schaffer, Partner, MRP Consult GmbH

Where does the real estate industry still need to make improvements to E, S and G? What is the situation regarding energy-efficient refurbishment of existing buildings?

Discussion leader:
Christiane Conrads, LL.M., Partner | Global Real Estate Sustainability Leader, PricewaterhouseCoopers GmbH

Participants:
Jochen Schenk, Vice President, ZIA Zentraler Immobilien Ausschuss e.V.
Prof. Dr. Ulrich Nack, Chair of Real Estate Management, EBZ Business School GmbH
Ulrich Creydt, Director, Ypsilon GmbH

Participants:
Fabian Mühlen, Partner Real Estate, DLA Piper UK LLP
Dr. Marie-Theres Rämer, Partner Tax, DLA Piper UK LLP
Florian Bruder, Partner Finance Project & Restructuring, DLA Piper UK LLP

What opportunities and challenges arise in practice?

Participants:
Hanno Kowalski, Managing Partner, FAP Invest GmbH

Which building blocks have been implemented? Have the measures to boost residential construction activity taken effect, what has been missed so far?

Discussion leader:
Prof. Dr. Steffen Sebastian, holder of the Chair of Real Estate Finance, IREBS Institute for Real Estate Management, University of Regensburg

Participants:
Aygül Özkan, Managing Director, ZIA Zentraler Immobilien Ausschuss e.V.
Frank Müller-Rosentritt, Member of the German Bundestag (FDP), German Bundestag
Dr. Volker Wiegel, Vorstand / COO, LEG Immobilien SE
Andreas Gräf, Member of the Management Board / COO, Instone Real Estate Group SE
Dr. Jan-Marco Luczak, Member of the German Bundestag (CDU), German Bundestag

How can sustainability be measured?

Discussion leader:
Ivonne Mundil, Head of Sustainability & ESG, Trei Real Estate GmbH

Participants:
Benedikt Scholler, Head of Consulting, LIST Eco GmbH & Co. KG
Alexander Roth, ESG Director, Savills Investment Management KVG GmbH
Anastasija Radke, Managing Partner, KVL Bauconsult GmbH
Dr. Christina Mauer, Founder & CEO, einwert GmbH

Which financing solutions are currently in focus? When will the financing market regain momentum and what challenges need to be overcome?

Discussion leader:
Daniel Sohler, Management Director, RUECKERCONSULT GmbH

Participants:
Stefan Koser, Lawyer / Partner, GSK STOCKMANN Rechtsanwälte Steuerberater Partnerschaftsgesellschaft mbB
Jens Tolckmitt, Managing Director, Association of German Pfandbrief Banks (vdp) e. V.
Antje Gause, Head of Financing and Investment Management, HanseMerkur Grundvermögen AG
Michael Brumbauer, Head of Real Estate Berlin, Bayerische Landesbank

Delivery routes, locations, energy concepts, ESG and real estate

Discussion leader:
Susanne Klaußner MRICS, Managing Partner, DIR Deutsche Investment Retail GmbH
Participants:
Christian Schneider, Head of Expansion REWE, REWE Group
Kolja Kolander, Head of Real Estate Office Cologne Bonn, Lidl Dienstleitung GmbH & Co. KG
Matthias Sontheimer, Head of Expansion Germany, Netherlands, Austria, KiK Textilien und Non-Food GmbH
Susanne Gehle, Managing Director Real Estate, Kaufland Dienstleistung GmbH & Co. KG

How big will the housing crisis become in the coming years? Is suburbanization the solution to the housing shortage?

Discussion leader:
Thomas Meyer, WERTGRUND Immobilien AG

Participants:
Marc Pamin, Member of the Management Board, abrdn Investments Deutschland AG
Dr. Helmut Matthey, lawyer and advisor to institutional investors
Thomas Wirtz, Managing Director, INDUSTRIA Immobilien GmbH
Gabriel Khodzitski, CEO, PREA Group GmbH

How much cheaper and faster is modular construction really? How much cheaper, more sustainable and faster is modular construction really? What can Germany learn from other countries?

Participants:
Andreas Göbel, Senior Project Developer / Sales Germany, Daiwa House Modular Europe GmbH

What are the differences in structuring, maturity and margins? Are whole loans and credit funds the better alternatives for project developers, especially in uncertain markets?

Participants:
Dr. Jan Peter Annecke, Global Head Real Estate Finance, Landesbank Hessen-Thüringen
Andreas Schäfer, Director, Real Estate Finance, M&G Real Estate Ltd