Program

13:30
DOORS OPEN
13:30 > 14:30
Networking moment
14:30 > 14:45
PART I: Setting the scene
14:45 > 15:00
Macroeconomics aspects: Navigating the New Interest Rate Environment

Philippe Ledent - Senior Economist, ING Belgium

Philippe Ledent will present the global macro-economic situation, how does inflation evolve in Europe and the US and what is the impact on interest rates and the monetary policy. The session will present potential economic scenarios and their meaning for the cost of financing providing investors with a clearer picture of the macroeconomic forces shaping the industry's future.

15:00 > 15:15
Geopolitical aspects: How to thrive as an investor in a changing environment?

David Rea - Global Director of Macro Research and Chief Economist - JLL EMEA
Our expert speaker will provide 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.

15:15 > 15:35
Key Figures in Capital Markets EMEA and BeLux Markets Update: How fund raising is evolving for alternative investments?

Tom Mundy - Head of Capital Markets Strategy & Research, JLL EMEA
Vincent Van Brée - Head of Capital Markets, JLL Belux

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”

15:35 > 15:50
Introduction of the debate : European Listed Real Estate : Trends and Opportunities
15:50 > 16:30
Financial Aspects: The Changing Face of Real Estate Finance

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 Corporate Real Estate, ING Belgim & Luxembourg
John O’Driscoll - Global Co-Head of Real Estate, AXA IM
Stefano Tomaselli - Managing Director, Real Estate Debt Strategies, Blackstone

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.

16:30 > 17:00
Coffee Break & Networking
PART II: Regeneration
17:00 > 17:15
Repositioning aspects: Case Study

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

17:15 > 17:55
Shared vision of office/residential mix

Moderator:  Sandra Gottcheiner - Development & Innovation Director, BPI Real Estate
Sophie Lambrighs - CEO, Eaglestone Belgium
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 - Independent Developer, Pride Rock

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.

17:55
PART III: The Booming AI revolution, unveiling Datacenter, a new emerging asset class
17:55 > 18:25
AI's Transformative Impact on Real Estate

Moderator: Yuehan Wang  - Global Research Director - Real Estate Technologies, JLL EMEA
Jo De Wolf - CEO, Montea

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.

18:25 > 18:40
18:40 > 20:00
Networking Cocktail

We are sorry, we are already sold out.
However, we don’t want you to miss out! You can join our waitlist by contacting us.
Should a spot become available, we will contact you directly.