Program

INVESTMENTexpo Topics

The focus topics for 2025 were discussed and defined together with the INVESTMENTexpo advisory board. Below you will find the topics in which the partners of the congress can participate as moderator or participants, with a presentation or as a workshop for institutional investors.

The programme will be developed from this at the beginning of 2025. The content is subject to change.

INVESTMENTexpo 2025 – List of Topics

National Economy and Geopolitics

  • Keynote: Real estate industry outlook
  • Keynote: Geopolitical outlook
  • Fact checking – real estate researchers roundtable

Politics and Regulation

  • Housing & rent: What sort of regulatory changes are pending?
  • Germany in a general election year: What are the parties’ building policy plans? What are the ramifications for the real estate industry?
  • Infrastructure: Which regulatory requirements apply?  

Company

  • Keynote: In what ways is artificial intelligence changing the real estate industry?
  • War for talent: How is the industry coping with the keen demand for talent?

Investment and Asset Management Strategies

  • Real estate investments & interest rates: How attractive is real estate compared to other asset classes?
  • Insti-only panel: Investor report from the field: Where do opportunities present themselves today? Which real estate and infrastructure sectors and which countries are currently hot?
  • Focus on holdings: Portfolio optimisation or portfolio development? Which transformation strategies are pursued in the various sectors?
  • Asset management issues: Vacancy, backlog of refurbishment work, underperforming service providers, depreciation: How much room to manoeuvre do institutional investors have?
  • Insti-only workshop: Changing asset managers: When is an opportune time? What do concrete scenarios look like?  

Real Estate Use Classes

  • Office investments: Revival, hype or demise? Locations, space requirements, employee benefits – what has restored the appeal of offices?
  • Retail: Expansion strategies of retail companies: Which locations are preferred? What are the differences among the various European countries?
  • Retail: The future of inner cities: What are the benefits of mixed-use real estate?
  • Hotel: Which hotel types are attractive and suitable as investment product for institutional investors?
  • Logistics: Where does it pay to invest? How can the demand for floor space be met in the long run?
  • Life science, social and educational real estate, social infrastructure: Still a niche or mainstream already?
  • Affordable housing & subsidised housing construction: How much potential for rental growth remains? What is the highest socially acceptable rent level? Could company-owned flats provide relief?
  • Micro-living, co-living, student living and senior-living concepts as investment focus

Construction & Planning

  • Green real estate, quarters and cities: What are the concrete options for implementing net-zero carbon targets, a circular economy and the cradle-to-cradle approach?
  • From the field: Solutions for accelerated planning approval processes
  • Build-to-green: How do you develop sustainable real estate?
  • Industrial construction: What does “affordable” construction look like?
  • Construction costs: Which way are prices trending? Is the cost surge ending?

Markets

  • European real estate markets: Where do office, residential and logistics investment opportunities present themselves? (further sectors could be added)
  • Americas vs. Asia vs. Europe: Does it pay to diversify? What are the advantages of each region?
  • North America in concrete terms: Which investment regions do institutional investors focus on?

Infrastructure  

  • Expanding the use of renewable energies: Wind, solar or geothermal – what appeals to investors?
  • The charging infrastructure growth market as e-mobility driver: Where is the German market heading?
  • Infrastructure investments: What are the opportunities and risks for the various sectors?
  • How did infrastructure investments perform in 2024? What is the outlook for 2025?
  • Digitisation mega trend: How is the German data centre market evolving?
  • Battery storage systems: What are the opportunities and risks of this infrastructure sector?

ESG

  • From the field: ESG and decarbonisation in real estate asset management – how far have we progressed? What advantages and disadvantages do sustainability requirements create?
  • Real estate resilience: For which threats can you actually get insurance cover?

Trading Account Securities Portfolio

  • Real estate investments or alternatives – what banks invest in. A talk among treasury managers
  • Solutions for the digitisation in fund and investor reporting

Financing

  • Which way forward for real estate debt
  • Alternative financing arrangements: What options are available to institutional clients beyond conventional financing?
  • Which way forward for real estate financing: What are lenders currently willing to finance? What are the effects of the new equity capital requirements & ESG restrictions?
  • Maturity of refinancing tranches in the current period. Field reports from the perspectives of banks, investors and investment managers