IPE Real Estate Global Conference & Awards 2024: Repurposing Real Estate for a New Era

Tuesday 21 May 2024

2:00 PM - 4:00 PM
IPE Young Professionals Roundtable

Following a successful launch at the IPE Conference & Awards 2023, IPE and IPE Real Assets is pleased to hold its second roundtable dedicated to promoting future institutional investment and pensions leaders up to age 40. This session is an opportunity for young industry specialists from the investment community across Europe to exchange ideas on a range of topics, including how a younger perspective provides a diversity of thought and encourages long-termism, why our industry particularly suits younger people and how some of today’s most pressing challenges, including the climate and biodiversity emergencies are calling out for new thinking. If you are eligible and would like hear more, contact Jakub Janas at jakub.janas@ipe.com to learn more about this roundtable.   

Please note that this is not a standalone session and you will be required to attend the IPE Real Estate Global Conference & Awards to qualify. 

5:00 PM - 7:00 PM
IPE Real Assets Investor Forum (for asset owners by invitation only)

The IPE Real Assets Investor Forum creates an informal environment where investors can share investment strategy experiences and best practice with peers. We aim to bring together around 25-30 investors to keep the discussion as productive as possible and the meeting is held under the Chatham House Rule. If you are interested in joining, contact Judith Langford at judith.langford@ipe.com to learn more about this Forum.

Please note that this is not a standalone session and you will be required to attend the IPE Real Estate Global Conference & Awards to qualify. 

Grappling with Real Estate’s Challenges

Amid high-interest rates, valuation pressures and uncertainty in office markets, investors face challenges in their existing portfolios. If they can allocate new capital, where should they look to deploy: in equity or debt; private or public; core, value-add or opportunistic?

Building Convictions in a World in Transition

This year could be a good vintage for investors with capital to deploy, but the outlook varies across geographies and sectors. Investors also need to understand emerging opportunities around social impact strategies and asset classes that cut across real estate and infrastructure. 
Mahdi Mokrane – Head of Investment Strategy and Research, PATRIZIA

Global Trends in Real Estate Development

What is the state of play in real estate development markets around the world? A perspective from a global investor and developer

Dean Shapiro - Global Head of Development, Oxford Properties

Wednesday 22 May 2024

8:30 AM
Registration and Coffee 
9:10 AM
Welcome from Madrid

José Luis Martínez-Almeida - Mayor of Madrid

9:20 AM
Keynote: The Global Economic Scenario – and What it Means for Real Estate

One of the International Monetary Fund’s top European economists discusses the organisation’s forecasts, including the likely impact of the macro backdrop on monetary policy, focusing on what is most important for investors.

9:50 AM - 10:45 AM
RE-assess: The Role of Real Estate in Institutional Portfolios

Presentation followed by panel discussion
Asset allocators and CIOs discuss relative appeal of real estate versus other asset classes, including fixed income and other alternatives such private equity and infrastructure.

10:45 AM
Networking Coffee Break
11:15 AM
RE-work: The Office of Now – and the Future 

Work has changed after the pandemic, with people working from home, the office, regional hubs, shared spaces, or several of these in combination. How can office space be made useful and compelling, taking into account not just the needs of the tenant, but the ultimate consumers?

11:35 AM - 12:30 PM
RE-purpose: Adapting Space for Tomorrow’s Requirements

Presentation followed by a panel discussion
Is the built environment fit for purpose? Can investors retrofit assets and convert office buildings to meet the needs of their occupiers? 

12:30 PM
Interview: Could This Be the Best Time to Invest in Real Estate?

An influential investor explains the opportunities offered by the challenging current market, including capital market dislocations, deleveraging, decarbonisation costs as well as discussing how these look across various property sectors.

12:50 PM
1:50 PM
Keynote: A World in Crisis – Understanding Key Geopolitical Scenarios 

The geopolitical sphere has been turbulent in the recent past, as historic alliances potentially dissolve in favour of new, more nakedly opportunistic ones. As key elections loom around the democratic world and tensions reach the boiling point, the chair of NATO’s Defence Education Enhancement Programme Threats Advisory Group brings us up to date on developments in China, Russia, the Middle East and beyond. What are the most immediate threats, and what are the most salient points for real estate investors.

2:15 PM - 3:10 PM
RE-finance: Become a Lender, not a Borrower

Presentation followed by panel discussion
With the cost of financing high and banks retrenching, should investors shift capital away from equity to debt investments?

3:10 PM - 4:05 PM
RE-inforce: Building Resilience to Manage Transition Risk and Climate Change

Presentation followed by a panel discussion

4:05 PM
Networking Coffee Break
4:35 PM
Investor Interview: California Dreaming

The newly-appointed head of real estate at one of the world’s largest pension funds discusses the challenges in managing a $50bn property portfolio in the current environment and how CalSTRS might look to capitalise on opportunities in today’s market cycle.

4:55 PM - 5:50 PM
RE-spond: Housing, Cost-of-Living and Social Impact

Presentation followed by a panel discussion
What role can institutional investors play in the global housing crisis? Can address affordability, have a positive social impact and still generate attractive risk-adjusted returns?

5:50 PM
RE: building – Real Madrid’s Bernabéu Stadium
6:30 PM
IPE Real Estate Global Awards 2023 Drinks Reception

Join us at the magnificent Real Madrid Santiago Bernabéu Stadium

7:45 PM
IPE Real Estate Global Awards 2024 Dinner & Ceremony

Join us as the magnificent Real Madrid Santiago Bernabéu Stadium as we reveal the winners and highly commended investors of the IPE Real Estate Global Awards 2024