Program
Sebastien Giordano - Country Lead, JLL Belux
Olivier Carrette - CEO, UPSI-BVS
You will be given a comprehensive analysis of recent political shifts across Europe and the potential impact of the U.S. presidential outcome on the real estate market. This session will equip investors with strategies to mitigate risks associated with political instability, identify opportunities arising from policy changes, and adapt investment strategies to diverse political scenarios. Attendees will gain valuable insights into navigating the complex interplay between politics and real estate investment.
Philippe Ledent - Senior Economist, ING Belgium
A leading economist will delve into the implications of expected rate cuts in Europe and the U.S., exploring how changing financing costs might revitalize the real estate market in 2025. The session will present potential economic scenarios and their impact on different real estate sectors, providing investors with a clearer picture of the macroeconomic forces shaping the industry's future.
Thomas Mundy - Head of Capital Markets Strategy & Research, JLL EMEA
Vincent Van Brée - Head of Capital Markets, JLL Belux
Dominique Moerenhout - CEO EPRA
This comprehensive session includes EMEA and BeLux presentations, offering insights into broad trends, capital flow shifts, local market dynamics, and investment opportunities.
A captivating Capital Markets movie will provide visual insights into market transformations. Key topics will include an analysis of investor sentiment in 2024-2025, strategies for core investors to re-enter the market, and opportunities in alternative real estate investments, giving attendees a multi-faceted view of the capital markets landscape.
2024 will be very similar to 2023 in terms of investors' mood, if we remove the City Forward deal in Belgium volume is way below normal, also in Luxembourg and globally.
Core investors that were in a wait and see mode ready to go back? Funds available are substantial: time to use it?
Introduction to the following topic: “Unlock real estate transactions : the role of equity and debt advisors”
Moderator: Brad Greenway - Co-Head of Debt and Structured Finance, International Capital Markets, JLL EMEA
Dominique Moerenhout - CEO EPRA
Michiel Celis - Partner, TPG
Valérie Vandenbussche - Head of Real Estate & Construction Sector, ING Belgium
Raymond De Wolff - Head of Equity Capital Markets, Degroof Petercam
John O’Driscoll - Global Co-Head of Real Estate, AXA IM
Industry leaders will engage in a dynamic discussion about the evolving role of equity and debt advisors in facilitating transactions. The panel will offer predictions for bank lending attitudes in 2025 and explore innovative financing models emerging in response to market changes. This session will provide valuable insights into the future of real estate finance and funding strategies.
- Introduction of the debate : "Financing costs. Will banks be more accommodating in 2025?"
- Panel Debate on Equity & Debt
Marc Fauchille - Head of Development & Repurposing, Europe, LaSalle Investment Management
Presentation of a real-world case study based in Paris with a focus on architecture, urban planning, engineering, and economics
Moderator: Sandra Gottcheiner - Development & Innovation Director, BPI Real Estate
Marc Fauchille - Head of Development & Repurposing, Europe, LaSalle Investment Management
Yeliz Bicici - COO, In charge of Offices & Real Estate Development & Healthcare Spain, Germany and Finland, Cofinimmo
Nicolas Billen - Business Developer, Cores Investment
Referring to another Case Study based in Brussels, a mixed-use development panel will be set on the following topic: "Adapting to Changing Urban Needs".
Experts will explore the economic viability of mixed office/residential projects in the current market. The panel will discuss how regulatory changes in Brussels might stimulate investment and present strategies for efficient permit granting to accelerate development timelines. This session will provide valuable insights into the future of urban development and mixed-use properties.
Jo De Wolf - CEO, Montea
Yuehan Wang - Global Research Associate - Real Estate Technologies, JLL EMEA
Hamish Smith - Director - Data Centre Capital Markets, JLL EMEA
An AI specialist lead a discussion on how AI is reshaping investment decision-making in uncertain economic times. The session will explore the role of AI in optimizing asset management, reducing operational costs, and leveraging predictive analytics for market trends and investment opportunities. Attendees will gain insights into the practical applications of AI in real estate.
Data Centers: "The Rise of a Resilient Asset Class"
Building on Yuehan Wang's insights, this session will cover the economic drivers behind the growth of data centers. Speakers will discuss investment strategies for this emerging asset class and how data centers fit into a diversified real estate portfolio in the current economic climate. This forward-looking session will highlight new opportunities in the evolving real estate landscape.
Future-Proofing Real Estate Investments
The final session will synthesize key themes, offering strategies for building resilient real estate portfolios. Speakers will discuss how to leverage technology to stay competitive in a challenging market and present long-term investment approaches in light of economic and technological changes. This concluding session will provide a roadmap for navigating the future of real estate investment.
Stéphan Sonneville - Chairman UPSI-BVS
Sebastien Giordano - Country Lead JLL Belux