Program of INVESTMENTexpo 2024

(Translation: German into English)

Are real asset investments becoming more attractive again, and if so, in which types of use and regions?

Discussion leader:
Alexander Eggert, Managing Director, HIH Invest Real Estate GmbH

Participants:
David Hedalen, Head of Real Assets Research, Aviva Investors Global Services Limited
Christoph Schulte, Team Leader Treasury, Pax-Bank eG
Dr. Anton Buchhart, Head of Investment Department, Barmenia Insurance Group
Andreas Trumpp, Head of Market Intelligence & Foresight, Colliers International Deutschland GmbH

Discussion leader:
Robert Guzialowski, Head of Business Development Real Assets, HANSAINVEST Hanseatische Investment-GmbH

Participants:
Anna-Lena Budde, Deputy Managing Director / Head of Investments, Norddeutsche Kirchliche Versorgungskasse (NKVK)
Markus Schmidt, Head of Infrastructure Business Development, IntReal International Real Estate Kapitalverwaltungsgesellschaft mbH
Marc Drießen, CEO / Co-Founder, Evolv Asset Management AG
Giselher Kühne, Managing Director, Advace Group GmbH
Lena Hosbach, Investment Manager, Schroder Investment Management Limited

What development strategies are asset managers and investors pursuing and what requirements are being placed on new direct investments?

Discussion leader:
Michael Denk, Managing Director, Quadoro Investment GmbH

Keynote:
Nils Heetmeyer, Managing Director, Schroder Real Estate Kapitalverwaltungsgesellschaft mbH

Participants:
Immo von Homeyer, Head of Business Development, Art-Invest Real Estate Funds GmbH
Benjamin Günther, Co-Founder & CEO, Alasco GmbH
Dr. Maximilian Brauers, Member of the Management Board, Union Investment Institutional Property GmbH
Nils Heetmeyer, Managing Director, Schroder Real Estate Kapitalverwaltungsgesellschaft mbH
Ivo Grünhagen, Managing Director, BRAWO GE Management GmbH

Will we still need offices in the future? What does this mean for the investment strategy?

Discussion leader:
Prof. Dr. Bernd Wieberneit, Chair of Investment and Asset Management of Real Estate, RheinMain University of Applied Sciences

Participants:
Jan Schlüter, Managing Director, Provinzial Asset Management GmbH
Ingo Bofinger, Member of the Executive Board, AVADIS Vorsorge AG
Dr. Nicole Arnold, Member of the Management Board, Commerz Real AG
Alexander Lackner, CEO, neworld
Reinhold Knodel, Chairman of the Management Board and owner, PANDION AG

(Languange: English)

What strategies are managers & investors pursuing in the Asia-Pacific region? Which markets are in focus?

Discussion leader:
Prof. Dr. Thomas Beyerle, Head of Strategy & Communication, Catella Real Estate AG

Participants:
Rainer Komenda, Head of Real Estate Investment Management, Bayerische Versorgungskammer
Richard van den Berg, Fund Manager Asia Property, M&G Real Estate Asia Pte Ltd
Sascha Pinger, Managing Director, Versorgungswerk der Wirtschaftsprüfer und der vereidigten Buchprüfer im Lande Nordrhein-Westfalen (WPV)
Will Johnson, Investment Director & Portfolio Manager, Savills Investment Management Asia Ltd.

(Translation: German into English)

What is interesting for investors? Which primary energy class have you already invested in? What are your future plans? What infrastructure ratio are you aiming for? And what are the expected returns?

Discussion leader:
Christian Moersch, Member of the Management Board, HANSAINVEST LUX S.A.

Participants:
Wolfram Axthelm, Managing Director, Bundesverband Erneuerbare Energie e.V.
Boris Korejtko, Director, Copenhagen Infrastructure Partners P/S
Alexander Stütz, Member of the Management Board, Encavis Asset Management AG
Heiko Szczodrowski, Chief Executive Officer, HEP Kapitalverwaltung AG
Christoph Lüken, Managing Director, HANSAINVEST Real Assets GmbH

Discussion leader:
Peter Dietze-Felberg, Senior Communications Consultant, RUECKERCONSULT GmbH

Keynote:
Alex Gadeberg, Member of the Management Board, Fondsbörse Deutschland Beteiligungsmakler AG

Participants:
Dr. Kaja Bader, Head of Fund Management Real Assets, Helaba Invest Kapitalanlagegesellschaft mbH
Hermann Aukamp, Management Consultant for Institutional Investment Strategies
Alex Gadeberg, Member of the Management Board, Fondsbörse Deutschland Beteiligungsmakler AG
Dr. Thomas Kallenbrunnen, Managing Director, GARBE Institutional Capital Deutschland GmbH

What investment strategies are international investors pursuing? Which countries and sectors are in focus? How attractive is Germany?

Participants:
Iryna Pylypchuk, Director of Research and Market Information, INREV - European Association for Investors in Non-Listed Real Estate Vehicles

(Languange: English)

Which countries and asset classes should be part of a diversified APAC portfolio for German investors?

Participants:
Simon Treacy, CEO Private Equity Real Estate, CapitaLand Investment Limited

Participants:
Frank Müller, Rechtsanwalt, Partner, McDermott Will & Emery, Rechtsanwälte Steuerberater LLP

What are the current investor strategies?

Participants:
Dr. Sven Helmer, MRICS, CIIA, Managing Director, LAGRANGE Financial Advisory GmbH (data from Xaidung ok)

(Translation: German into English)

Strategies for real estate with a future, with practical examples from office and logistics.

Participants:
Bernd Wegener FRICS, Group Institutional Officer, Deutsche Finance Group

(Translation: German into English)

Which investments are the focus of institutional investors?

Discussion leader:
Michael Klauke-Werner, Chairman of the Management Board, Bund Institutioneller Investoren e. V.

Participants:
Jan Schlüter, Managing Director, Provinzial Asset Management GmbH
Dr Gisbert Beckers, Founding Partner, GAR German American Realty GmbH
Prof. Dr. Gerd Merke, Member of the Board, Supplementary Pension Fund of the Stonemasonry and Stone Carving Trades VVaG
Alexander Breddermann, Senior Vice President, Northam Realty Advisors Limited

Discussion leader:
Janine Jaensch, Owner, Janine Jaensch Consulting & Real Estate

Participants:
Sebastian Schlansky, Managing Director Healthcare Real Estate,
HAMBURG TEAM Investment Management GmbH
Dr. Stephan Engels, Managing Director, IGP med GmbH
Philip Behn, Senior Manager Business Development, DIEAG Investmentmanagement GmbH
Martin Eberhardt, Managing Director, AperDurus Real Estate & Management Advisory

What role do infrastructure investments play? Will fixed income still come first in the second half of 2024?

Discussion leader:
Mike Elsner, Director Capital Management, HIH Invest Real Estate GmbH

Participants:
Joachim Kumme, Director of the Own Investments Department, Kreissparkasse Ludwigsburg
Christoph Schulte, Team Leader Treasury, Pax-Bank eG
Dr. Anja Hubig, Director Treasury, Ostsächsische Sparkasse Dresden
Christian Röling, Head of BRAWO Invest, Volksbank BRAWO eG

Discussion leader:
Prof. Dr. Björn-Matrin Kurzrock, Professor of Real Estate Economics, Rheinland-Pfälzische Technische Universität Kaiserslautern-Landau

Participants:
Sarah Kocabiyik, COO, Metabuild GmbH
Christian Paulsen, Manager Indirect Investments, Generali Real Estate S.p.A
Dr. Nino Paulus, CPO & Founder, PPB Company GmbH
Nadja Hofmann, Management Board, German Platform for Technology and Innovation e.V.

Which markets have reacted most dynamically to inflation and interest rates and offer opportunities for counter-cyclical new investments today?

Discussion leader:
Felix Meyen, Managing Director, HIH Invest Real Estate GmbH

Participants:
Christina Ofschonka, Head of Germany / Head of Fund Management, AEW Invest GmbH
Gerhard Lehner, Head of Germany und Head of Fund Management Germany, Savills Investment Management (Germany) GmbH
Martin Lemke, Chairman, INREV - European Association for Investors in Non-Listed Real Estate Vehicles
Martin Eilbacher, Investment Manager Immobilien, SV SparkassenVersicherung Holding AG
Patrik Tiede, Real Estate Fund Management, MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH

(Translation: German into English)

Discussion leader:
Anna Klaft, Chairwoman, GERMAN DATACENTER ASSOCIATION e.V.

Keynote:
Patrick Brinker, Head of Real Estate Investment Management, Hauck Aufhäuser Lampe Privatbank AG

Participants:
Patrick Brinker, Head of Real Estate Investment Management, Hauck Aufhäuser Lampe Privatbank AG
Lars Mostert, Managing Partner, TTSP HWP Planungsgesellschaft mbH
Christoph Horbach, CEO Managing Partner, HT Group GmbH
Casey Miller, Managing Director Portfolio Management, Principal Real Estate Investors, LLC

Core, Opportunistic, Niche: Investors discuss challenges and opportunities of the different strategies and their plans. Is there a general cultural difference between Anglo-Saxon and German investors? (Investor-only panel)

Discussion leader:
Sandy Bierwirth-Zeussel, Member of the RICS Germany Board, RICS Germany Limited

Participants:
Dirk Bratschke, Head of Real Estate, Vibro GroupChristiane Eckert, Leiterin der Abteilung Immobilien, PBU Pædagogernes Pension
Dr. Marian Berneburg, Head of Alternative Assets, Evangelische Zusatzversorgungskasse
Christoph Korte, Managing Director Insurance Operations and Real Estate, Versorgungswerk der Apothekerkammer Westfalen-Lippe

(Translation: German into English)

Where are the hotspots?

Discussion leader:
Christof Hardebusch,  Geschäftsführer, RUECKERCONSULT GmbH

Participants:
Andreas Wesner, Spokesman of the Management Board, Catella Real Estate AG
Christopher Garbe, Managing Partner, GARBE Industrial Real Estate GmbH
Theo Soeters, Managing Director, Head of Fund Management,EDMOND DE ROTHSCHILD REIM (Benelux) B.V.
Anna-Lena Budde, Deputy, Managing Director / Head of Investments, Norddeutsche Kirchliche Versorgungskasse (NKVK)

ESG, market corrections, climate risks: What does an adequate valuation of real estate and infrastructure currently look like?

Discussion leader:
Christian Moersch, Member of the Board, HANSAINVEST LUX S.A.

Participants:
Jens-Peter Jäger, Director und Chief Analyst, Value&Risk Valuation Services GmbH
Rüdiger Hornung, Director, Wüest Partner Gruppe
Roman Heidrich MRICS, Head of RICS Professional Group Residential Valuation, RICS Germany Limited
Andreas Gründemann, Head of Asset Management, Planning and Controlling, SIGNAL IDUNA Gruppe
Björn Ebert, Financial Services Leader, Partner, PricewaterhouseCoopers Luxembourg, Société coopérative

(Translation: German into English)

Which options and strategies are effective?

Discussion leader:
Dr. Jessica Hanke, Partner, Friedrich Graf von Westphalen & Partner mbB

Keynote:
Bruno Farber, President and Founding Partner, Ginkgo Advisor sàrl

Participants:
Bruno Farber, President and Founding Partner, Ginkgo Advisor sàrl
Henrike Waldburg, Member of the Management Board, Union Investment Real Estate GmbH
Joachim Schmidt-Mertens, Managing Director, Becken Development GmbH

Economic downturn, real estate prices in the basement, political uncertainty in Germany: is the constellation right for anti-cyclical private equity investors?

Discussion leader:
Alexander Lehnen, Partner, HEUSSEN Rechtsanwaltsgesellschaft mbH

Participants:
Christoph Wittkop, Managing Partner / CEO, Sonar Real Estate GmbH
Michael Sacher, Managing Partner, KINGSTONE Real Estate Opportunity LLP
Torsten Hollstein, Managing Director, CR Investment Management GmbH
Björn Rasche, Director, BlackRock (Netherlands) B.V.

What role does ESG play? What do investors expect? - Opportunities and risks

Participants:
Pascal Scheeff, Managing Director Institutional Sales, BF.capital GmbH

Discussion leader:
Sarah Hoffmann, Head of Retail Investment Germany,
Jones Lang LaSalle SE

Participants:
Jörn Burghardt, Managing Director, GPEP GmbH
Joachim Kumme, Director of the Own Investments Department, Kreissparkasse Ludwigsburg
Manuel Jahn, Managing Director, Habona Invest Consulting GmbH
Thomas Kuhlmann, Chairman of the Management Board, Hahn Group
Thomas Thein, Managing Director, GRR Funds GmbH

What is the current status of implementation in real estate asset management?

Discussion leader:
Sandy Bierwirth-Zeussel, Member of the RICS Germany Board, RICS Germany Limited

Participants:
Robert Gauggel, Director Institutional Clients, CT Real Estate Partners GmbH & Co. KG
Anna-Lena Budde, Deputy Managing Director / Head of Investments, Norddeutsche Kirchliche Versorgungskasse (NKVK)
Iris Hagdorn, Head of Sustainability,  HIH Invest Real Estate GmbH
Marc Mockwitz,Managing Partner, Cloudbrixx GmbH
Fabian Memmert, Head of Business Development, Predium Technology GmbH

(Translation: German into English)

How attractive is this asset class for investors?

Discussion leader:
Dr. Kathrin Dräger, Senior Communications Consultant, RUECKERCONSULT GmbH

Participants:
David White, Head of Real Estate Debt Strategies Europe, LaSalle Investment Management Ltd.
Sascha Pinger, Managing Director, Versorgungswerk der Wirtschaftsprüfer und der vereidigten Buchprüfer im Lande Nordrhein-Westfalen (WPV)
Michael Morgenroth, CEO, CAERUS Debt Investments AG
Dr. Pamela Hoerr, Management Board, Deutsche Pfandbriefbank AG

How is the hotel market developing?

Discussion leader:
Karsten Müller-Uthoff, consultant, advisory and supervisory board member at various asset management companies

Participants:
Maximilian Ludwig, Senior Director, Head of Asset Management Living, Retail & Logistics, Real I.S. AG
Frank Marrenbach, CEO & Managing Partner, Althoff Beratungs- und Betreuungsgesellschaft mbH
Dirk Bratschke, Head of Real Estate, Vibro Gruppe
Michael Benner, Head of Acquisition Central & Northern Europe, B&B Hotels Germany GmbH
Martin Schaffer, Partner, MRP Consult GmbH

(Translation: German into English)

Where does the real estate industry still need to make improvements to E, S and G? What is the situation regarding energy-efficient refurbishment of existing buildings?

Discussion leader:
Christiane Conrads, LL.M., Partner | Global Real Estate Sustainability Leader, PricewaterhouseCoopers GmbH

Participants:
Jochen Schenk, Vice President, ZIA Zentraler Immobilien Ausschuss e.V.
Prof. Dr. Ulrich Nack, Chair of Real Estate Management, EBZ Business School GmbH
Ulrich Creydt, Director, Ypsilon GmbH
Prof. Dr. Robert Göötz, Managing Director, Real Blue Kapitalverwaltungs-GmbH

Participants:
Fabian Mühlen, Partner Real Estate, DLA Piper UK LLP
Dr. Marie-Theres Rämer, Partner Tax, DLA Piper UK LLP
Florian Bruder, Partner Finance Project & Restructuring, DLA Piper UK LLP

What opportunities and challenges arise in practice?

Participants:
Hanno Kowalski, Managing Partner, FAP Invest GmbH

Core Investments in the light of the current interest rate landscape, long-term returns, ESG Article 9 and Solvency II. An industrial view from 30 years of experience and a very large portfolio in our own portfolio.

Participants:
Georg Obert, Geschäftsführer / Managing Director, wpd invest GmbH

(Translation: German into English)

Which building blocks have been implemented? Have the measures to boost residential construction activity taken effect, what has been missed so far?

Discussion leader:
Prof. Dr. Steffen Sebastian, holder of the Chair of Real Estate Finance, IREBS Institute for Real Estate Management, University of Regensburg

Participants:
Aygül Özkan, Managing Director, ZIA Zentraler Immobilien Ausschuss e.V.
Frank Müller-Rosentritt, Member of the German Bundestag (FDP), German Bundestag
Dr. Volker Wiegel, Vorstand / COO, LEG Immobilien SE
Andreas Gräf, Member of the Management Board / COO, Instone Real Estate Group SE
Dr. Jan-Marco Luczak, Member of the German Bundestag (CDU), German Bundestag

How can sustainability be measured?

Discussion leader:
Ivonne Mundil, Head of Sustainability & ESG, Trei Real Estate GmbH

Participants:
Benedikt Scholler, Head of Consulting, LIST Eco GmbH & Co. KG
Alexander Roth, ESG Director, Savills Investment Management (Germany) GmbH
Anastasija Radke, Managing Partner, KVL Bauconsult GmbH
Dr. Christina Mauer, Founder & CEO, einwert GmbH

Which financing solutions are currently in focus? When will the financing market regain momentum and what challenges need to be overcome?

Discussion leader:
Daniel Sohler, Management Director, RUECKERCONSULT GmbH

Participants:
Stefan Koser, Lawyer / Partner, GSK STOCKMANN Rechtsanwälte Steuerberater Partnerschaftsgesellschaft mbB
Jens Tolckmitt, Managing Director, Association of German Pfandbrief Banks (vdp) e. V.
Michael Brumbauer, Head of Real Estate Berlin, Bayerische Landesbank

Delivery routes, locations, energy concepts, ESG and real estate

Discussion leader:
Susanne Klaußner MRICS, Managing Partner, DIR Deutsche Investment Retail GmbH
Participants:
Christian Schneider, Head of Expansion REWE, REWE Group
Matthias Sontheimer, Head of Expansion Germany, Netherlands, Austria, KiK Textilien und Non-Food GmbH
Susanne Gehle, Managing Director Real Estate, Kaufland Dienstleistung GmbH & Co. KG
Claus Hummel, Vice President Expansion, L'Osteria SE

(Translation: German into English)

How big will the housing crisis become in the coming years? Is suburbanization the solution to the housing shortage?

Discussion leader:
Thomas Meyer,Management Board, WERTGRUND Immobilien AG

Participants:
Marc Pamin, Member of the Management Board, abrdn Investments Deutschland AG
Dr. Helmut Matthey, lawyer and advisor to institutional investors
Thomas Wirtz, Managing Director, INDUSTRIA Immobilien GmbH
Gabriel Khodzitski, CEO, PREA Group GmbH

How much cheaper and faster is modular construction really? How much cheaper, more sustainable and faster is modular construction really? What can Germany learn from other countries?

Participants:
Andreas Göbel, Senior Project Developer / Sales Germany, Daiwa House Modular Europe GmbH

What are the differences in structuring, maturities and margins? Are whole loans and credit funds the better alternatives for project developers and existing investors, especially in uncertain markets?

Discussion leader:
Dr. Ruprecht Hellauer, Managing Director, Albulus CREDIT GmbH

Participants:
Dr. Jan Peter Annecke, Global Head Real Estate Finance, Landesbank Hessen-Thüringen
Andreas Schäfer, Director, Real Estate Finance, M&G Real Estate Ltd
Katrin Zakrzewski, Head of Real Estate Finance Germany, Deutsche Bank AG