INVESTMENTEXPO 2021

Time

Location

Type of format

Content

from 8:00 am

Waldorf Astoria Hotel

RegistrATION

for registration is required: 2G proof (vaccinated or recovered) and a Negative Antigen Test (not older than 48 hours or directly on site at the testing station in the Waldorf Astoria Hotel)

from 10:00 am

Foyer Zoo Palast

Exhibition open, Meet & Greet

from 12:00 pm

Restaurant Roca, Waldorf Astoria Hotel

Restaurant Roca open

PROGRAMME

11:00 am - 11:15 am

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

Welcome

Welcome
Professor Steffen Sebastian, Professor of real
estate financing, Deputy Managing Director of IREBS International Real Estate Business
School
Thomas Rücker, Managing Partner, RUECKERCONSULT GmbH

Video transmission: Foyer and all other forums (cinema halls)

11:15 am - 11.25 am

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

Networking

Introduction to the Conference App
Christian Stoschek, Managing Director,
Dung Marketing GmbH & Co KG

Video transmission: Foyer/forums (cinema halls)

11:30 am - 12:00 pm

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

Presentation

Macroeconomic developments and what they mean for the asset class of real estate
Global economy, capital markets and central bank policy. What impact do institutional investors have on global investment opportunities? Are cross-border investment structures changing?
Dr Cyrus de la Rubia, Chief Economist and Head of Economics, Hamburg Commercial Bank A

Video transmission: Foyer/forums (cinema halls)

12:05 pm - 12:55 pm

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

Presentation

Transactions, prices and investment goals after a year with COVID-19

Investment activities and transaction volumes after a year with 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? What will the future investment behaviour of institutional investors be like? Which types of use and regions will be in the spotlight? What has changed? What yield expectations should asset managers be working with?

Presentation 1: Transaction volume and price development by type of use in Germany
Sven Carstensen, Vorstand, bulwiengesa AG

Presentation 2: The fund barometer – how and where institutional investors want to invest in the future
Dr Sven Helmer, MRICS, CIIA, Managing Director, LAGRANGE Financial Advisory GmbH

Video transmission: Foyer/forums (cinema halls)

1:00 pm - 1:40 pm

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

Key note address and interview

Social implications of the coronavirus pandemic
How is the coronavirus crisis affecting inner cities, work and life in terms of society and urban development?
Katharina Dienes, Fraunhofer IAO Stuttgart-Vaihingen, Team Workspace Innovation

Video transmission: Foyer/forums (cinema halls)

1:00 pm - 1:40 pm

Club Kino B

Supporting programme

In the supporting programme presented by

Asset Manager Talk "Investor meets Asset Manager": On a Growth Path with Australia
What makes the Australian real estate market stand out from an investor's perspective and how is Australia dealing with the current situation? What are the success factors of the Australian real estate market and the differences to other markets. What is the impact of the established Asian free trade zone RCEP in combination with government measures?
Dr Helmut Matthey, Spokesman of the Board, Evangelische Ruhegehaltskasse in Darmstadt (ERK) in conversation with Tobias Kotz, Executive Director, Real I.S. AG

1:40 pm - 2:40 pm

Discussion time

2:20 pm - 2:30 pm

Club Kino B

Supporting programme

Active break with Sebastian Finis - loosening and stretching without sweating

2:40 pm - 3:25 pm

Zoo Palast: HIH Invest forum (cinema 2)

Key note address followed by discussion

Housing policy in Germany
What has been the social and economic impact of two years of rent caps and similar policies?
Keynote address and discussion led by:
Dr Ralph Henger, Senior Economist specialising in financial and property markets, Institut der deutschen Wirtschaft Köln e.V.
Panel:
Enver Büyükarslan, Managing Partner, Deutsche Investment Kapitalverwaltung AG
Gero Gosslar, Managing Director, ZIA Zentraler Immobilien Ausschuss e.V.
Thomas Krützmann, Senior Director Institutional Sales, Project Real Estate Trust GmbH

2:40 pm - 3:25 pm

Zoo Palast:  INTREAL forum (cinema 3)

Discussion with the investment committee of INVESTMENT-expo

Discussion with the INVESTMENTexpo investment committee
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?
Discussion led by:
Carsten Demmler, Managing Director, HIH Invest Real Estate GmbH
Panel:
Ingo Bofinger, Managing Director, AFIAA Anlagestiftung für Immobilienanlagen im Ausland
Dr Anton Buchhart, Head of Asset Management, Barmenia Versicherungsgruppe
Christiane Eckert, Chief Advisor, MRICS, BSc., Life Assurance Devision, Danish Financial Supervisory Authority
Dr Helmut Matthey, Management Board Spokesperson, Evangelische Ruhegehaltskasse in Darmstadt (ERK)
Karsten Müller-Uthoff, Management Consultant for institutional investment strategies

3:30 pm - 4:15 pm

Zoo Palast: HIH Invest forum (cinema 2)

Key note address and discussion

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?
Keynote address and discussion led by:
Professor Thomas Beyerle, Managing Director / Head of Group Research, Catella Property Valuation GmbH
Panel:
Dirk Bratschke, Institutional Asset and Portfolio Manager
Matthias Huesmann, MRICS, Head of Portfolio Management Real Assets, Provinzial Asset Management GmbH
Michael Keune, Managing Director, Catella Residential Investment Management GmbH
Reiner Nittka, Spokesman of the Board, GBI Holding AG
Oliver Priggemeyer, Chief Executive Officer, Hamburg Trust-Gruppe

3:30 pm - 4:15 pm

Zoo Palast:  INTREAL forum (cinema 3)

Discussion

Investment strategies – equities, AIFs, or fixed income?
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? Are secondary markets for AIFs or fixed-income real estate investments a better alternative?
Discussion led by:
Egbert Nijmeijer, Co-Head Real Assets, Kempen Capital Management N.V.
Panel:
Professor Stephan Bone-Winkel, Managing Partner, CEOS Investment GmbH
Heiko Böhnke, Management Board Member, Real Exchange AG REAX
Eberhard Haug, Director Asset Management – Liquid Assets, Dept. Finance, M&A and Investor Relations, EnBW Energie Baden-Württemberg AG
Esther Heilmann, Managing Director/Head of Capital Markets DACH, SIGNA Financial Services Germany GmbH
Joachim Kumme, Department Director Proprietary Investments, Kreissparkasse Ludwigsburg

4:15 pm - 5:15 pm

Tea time - discussion time

5:00 pm - 5:10 pm

Club Kino B

Supporting programme

Active break with Sebastian Finis - loosening and stretching without sweating

5:15 pm - 6:00 pm

Zoo Palast: HIH Invest forum (cinema 2)

Presentation and discussion

Office investment markets in Europe after a year with 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?
Keynote address and discussion led by:
Sebastiano Ferrante, Deputy Head Europe / Head of Italy, PGIM Real Estate Germany AG
Panel:
Carsten Czarnetzki, Country Head Spain & Managing Director Fund Management, AEW Europe
Felix Meyen, Head of Transaction Management Germany, HIH Invest Real Estate GmbH
Sascha Pinger, Managing Director, Versorgungswerk der Wirtschaftsprüfer und vereidigten Buchprüfer Nordrhein-Westfalen (WPV)
Carolina von Groddeck, Managing Director & Head of Germany, Savills Fund Management GmbH
Daniel Werth, Managing Director Commercial, HAMBURG TEAM Investment Management GmbH

5:15 pm - 6:00 pm

Zoo Palast:  INTREAL forum (cinema 3)

Interview

Do we need a new digitalisation culture in the real estate industry?
Is insular thinking causing us to miss out on the opportunities of big data management? Where are the challenges and boundaries between data sharing and the pursuit of uniform data structures? Do we need an investment culture that is not just limited to bricks and instead invests in digitalisation companies to develop sector standards? What can we learn from other sectors?
Discussion led by:
Erik Marienfeldt, Managing Director, HIH Real Estate GmbH
Panel:
Alexander Betz, Member of the Management Board, CDO, Patrizia AG
Richard Gerritsen, Regional Director, Yardi Systems GmbH
Dr Gunnar Gombert, Head of Sales & Business Development Germany, Member of the Operations Board Germany, Jones Lang LaSalle SE
Marco Hofmann, Head of LOB Real Estate Management, SAP Product Engineering, SAP SE
Dr Markus Wiedenmann, CEO, Art-Invest Real Estate Management GmbH & Co. KG

6:05 pm - 6:45 pm

Zoo Palast: HIH Invest forum (cinema 2)

Interview

Office space planning – where is it heading?
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?
Discussion led by:
Professor Dr. Matthias Thomas, Senior Director Institutional Sales, Real Exchange AG (REAX)
Panel:
Christian Bock, Managing Director, GEG German Estate Group GmbH
Dr. Hanjo Hautz, Managing Director, MOMENI Holding GmbH
Markus Königstein, Head of Real Estate, R+V Versicherungsgruppe
Rainer Komenda, Head of Department Real Estate Investment Management, Bayerische Versorgungskammer
Frank Schäfer, Managing Director, Peakside Capital Advisors GmbH

6:05 pm - 6:45 pm

Zoo Palast:  INTREAL forum (cinema 3)

Presentation and discussion

Digitalisation and data management
Cost transparency and cost optimisation in funds. How can digitalisation and process efficiency be used to reduce costs at transaction, property management and fund level? What unused returns potential can realistically be leveraged? Are ESG-compliant investments pushing up transaction costs? More digitalisation creates transparency and helps to efficiently implement regulatory requirements (e.g. Prudent Person Principle).
Keynote address and discussion led by:
Professor Ulrich Nack, University Lecturer, EBZ Business School
Panel:
Marko Broschinski, Managing Director, easol GmbH
Anna-Lena Budde, Deputy Managing Director, Head of Investments, Norddeutsche Kirchliche Versorgungskasse (NKVK)
Dr Helmut Matthey, Management Board Spokesperson, Evangelische Ruhegehaltskasse in Darmstadt (ERK)
Ludger Wibbeke, Managing Director, HANSAINVEST Hanseatische Investment-GmbH
Additional participants to be determined

6:05 pm - 6:45 pm

Club Kino B

Supporting program

In the supporting program presented by

Three months after the federal election - the government program from a real estate and tax point of view.
Alexander Lehnen and Dr Wolfgang Scholl, Partner, Arnecke Sibeth Dabelstein Rechtsanwälte Steuerberater Partnerschaftsgesellschaft mbB

END OF THE DAY

from 7:00 pm

Waldorf Astoria Hotel

Drinks and dinner