Programme

22 JunE 2021

 

Time

Location

Type of format

Content

from 11:00 am

Foyer Zoo Palast

RegistrATION

from 11:00 am

Foyer Zoo Palast

Exhibition open, Meet & Greet

from 12:00 pm

Restaurant Roca, Waldorf Astoria Hotel

Restaurant Roca open

PROGRAMME

11:00 am - 11:10 am

Zoo Palast: Warburg HIH Invest forum (cinema 2) and INTREAL forum (cinema 3)

Welcome

Welcome and start of programme

11:15 am - 11:45 am

Zoo Palast: Warburg HIH Invest forum (cinema 2) and INTREAL forum (cinema 3)

Presentation

Macroeconomics
Global economy, capital markets and central bank policy. What impact do institutional investors have on global investment opportunities?
Are cross-border investment structures changing?

11:50 am - 12:20 pm

Zoo Palast: Warburg HIH Invest forum (cinema 2) and INTREAL forum (cinema 3)

Presentation

Real estate industry
Investment activities and transaction volumes in the year of COVID-19 – why are property prices increasing despite COVID-19 and mounting uncertainty?
What impact does the change in the economic environment have on types of use?
Which types of use are in demand and which are increasingly in decline?

12:25 pm - 1:25 pm

Zoo Palast: Warburg HIH Invest forum (cinema 2) and INTREAL forum (cinema 3)

Key note addresses and interview

Society
How the coronavirus crisis is affecting work and life in terms of society and urban development.
Environmental protection affects all of us. What do investors and executives need to focus on now in terms of the requirements for developing new property in line with ESG standards?

1:25 pm - 2:25 pm

Discussion time

2:30 pm - 3:15 pm

Zoo Palast: Warburg HIH Invest forum (cinema 2)

Key note address followed by discussion

Housing
Housing policy in Germany: what has been the social and economic impact of two years of rent caps and similar policies?

2:30 pm - 3:15 pm

Zoo Palast:  INTREAL forum (cinema 3)

Discussion with the investment committee of INVESTMENT-expo

Investment strategies from an investor’s perspective
How are investment patterns changing in terms of types of use and regions as a result of COVID-19? What investment strategies are being pursued?
What is the absolute limit for returns – when do returns mean investing in property is no longer worth it?

3:20 pm - 4:10 pm

Zoo Palast: Warburg HIH Invest forum (cinema 2)

Key note address and discussion

Housing
How and where do Europeans live? Types of housing: cities versus countryside and renting versus owning, compared internationally.
Where do investment opportunities arise for institutional investors?

3:20 pm - 4:10 pm

Zoo Palast:  INTREAL forum (cinema 3)

Presentation and discussion

Investment strategies
Property shares and REITs – do equities offer more favourable starting prices for property investments than direct investments or funds?
Comparison of property shares: US, UK, Asia, Europe, Germany.
Where are there premiums and discounts on the NAV and value potential?  
What dividend yields are generated?

4:10 pm - 5:10 pm

Discussion time

5:10 pm - 5:55 pm

Zoo Palast: Warburg HIH Invest forum (cinema 2)

Presentation and discussion

Office properties
Office investment markets in Europe in the year of COVID-19. Where do opportunities arise for counter-cyclical investments or are office investments no longer worth the risk?  Are there differences between various European countries?

5:10 pm - 5:55 pm

Zoo Palast:  INTREAL forum (cinema 3)

Interview

Own securities accounts
Which asset classes are still available to banks for proprietary trading?
Interest rates are dead, but how much property can assets take?

6:00 pm - 6:45 pm

Zoo Palast: Warburg HIH Invest forum (cinema 2)

Interview

Office properties
Between corporate real estate management, human resources and digitalisation in the pandemic:
What are the consequences for location strategies, space concepts and lease agreements?
Can offices be transformed into labs or housing?

6:00 pm - 6:45 pm

Zoo Palast:  INTREAL forum (cinema 3)

Case study presentations

Own securities accounts
Three case studies of property strategies in banks’ own securities accounts management

END OF THE DAY

from 7:00 pm

Waldorf Astoria Hotel

Drinks and dinner