Time to Step into the Trillion Pound Funding Gap?
What does 2024 have in store for real estate capital allocations, credit and debt finance markets? Can we expect the current retrenchment to continue or will the billions of dry powder be finally unleashed?
Spend time with European Lenders, CEOs, Heads of Debt, Secondaries & Special Situations involved in Real Estate transactions and gain personal anecdotes that might help you identify your next debt opportunity.
No press, no formal agendas, no stages, just qualified decision makers with risk in real estate transactions, sitting down together for closed door discussions.
Unique Format
Setting the Bar
Understanding Rates & Inflation to Unlock Real Estate Values
Opening Talkshow
The 1.5 Trillion Dollar Teaser, can Banks and Funds work it out?
- Capital Raising - Why is so much dry powder still on the sidelines?
- Equity or Debt?
- Interest Rates & Inflation - Affecting investment volume or are we just taking longer to make decisions?
- Offices - Why has the pain still not hit?
- Funding Gap -Is the lending market deep enough to sort it out?
Edward Daubeney
Debt Investing Risks
Returns, Leverage, Workouts and Painful Assets
Senior Debt
Too narrow a playing field or easy wins?
Green Loans
Lift off?
Debt Investing Risks
Returns, Leverage, Workouts and Painful Assets
- Debt Investing Risks - Returns, Leverage, Workouts, and Painful Assets
- Development Finance & Construction Risk - Worried about deploying more cash or is the returns worth it?
- Fundraising - Everyone struggling to inject cash or dry powder rolling easily?
- Credit & Workouts - Short term fix or here for the long run?
- Leverage - Is it the best and safest alternative amidst uncertainties?
- Painful Assets - Should they be in our portfolios or is it best to hold off for now?
- Market Volatility - Is it scaring investors away?
Senior Debt
Too narrow a playing field or easy wins?
- To Leverage or Not to Leverage? Debt is the problem!
- What’s my name again? Are debt funds the new banks and vice versa?
Green Loans
Lift off?
- Financial & Regulatory Changes - Why is it difficult to progress beyond eligibility? How to make sure we’re not caught flat footed?
- Capital Appetite - Can the surge continue through next year?
- Institutional Investors & Mega Scale JVs - Are green loans the jewel in their crown?
- Value & Liquidity - Can they keep up?
- Refinancing - Are green loans a more certain bet? What about assets not up to scratch? Are the costs too great?
- Future Value - How to align lenders, investors, and asset managers on sustainable investment criteria?
Fund Management & Capital Grillers
How are we experiencing and managing LP Feedback?
Equity & Lenders
Risk & Liquidity by Numbers, What can the market offer?
In Conversation with Capital
Life Sciences
- The Macro Environment, Equity & Lending - What are the key drivers here?
- Private and Public Capital - Accessing the same opportunities?
- Landlord vs Tenants - Who’s in the driving seat?
- UK, Europe & US - Capital similarities or fundamentally different?
- Who is looking at long term investment plays?
- Capital Raising - Operational asset class, what challenges?
Fund Management & Capital Grillers
How are we experiencing and managing LP Feedback?
- Debt Fund Clients – What is on an LP’s wish list?
- Capital Raising Outlook – Still muted, or full-on U turn?
- Who is making the allocation decision and what products is the asset class competing with?
- How important do you think insurance capital will be in the future?
- What does regulation like Basel III & IV mean for the types of capital we will need to raise?
Equity & Lenders
Risk & Liquidity by Numbers, What can the market offer?
- Fundraising Environment
- Recaps; Can they help in the deal structure?
- Lending Risk - Which assets are stuck in low liquidity, which are high and ready to bankroll?
- Lenders’ Appetite for Equity Asset Classes
- Equity Deals - Rates, Financial Structure
- Acquisitions & Repricing
Maturing Loans & Refinancing
Will second wave drown us in volatility or free distress pricing?
Opening Provocation; Estimating the Debt Funding Gap & Expected Loan Losses
The Great Mezz Take Over
Too much of a good thing?
In Conversation with Capital
Living Assets
Maturing Loans & Refinancing
Will second wave drown us in volatility or free distress pricing?
Opening Provocation; Estimating the Debt Funding Gap & Expected Loan Losses
- Refinancing Second Wave - Private equity and credit funds poised to bridge the gap?
- Upcoming Debt Maturities – Extend and pretend or amend and other solutions?
- Existing Loan Books - How do we make sure we’re in the clear?
- Leverage - Is it the way to go or should we move towards liquidity?
- Opportunistic Investments - Follow that trend or keep the game safe for now?
- Acquisitions -Should we buy NPL loans from banks or focus on buying repriced buildings
- Value-add Projects - Most commonly refinanced because of high construction costs and tightening liquidity?
The Great Mezz Take Over
Too much of a good thing?
- Higher Risk, Higher Interest - Is it worth it?
- Where is Mezz working, where is liquidity off?
- Alternative Lenders to Mezz - Can anything compete competitively?
In Conversation with Capital
Living Assets
- Liquidity & Values - Stagnant yet safe?
- Affordability Across the Value Chain - Any risks and for whom?
- Transaction Volumes - Deploy more to gain more?
- Priced Scalability of Asset Classes within Living - Which ones, and where?
- New-Build vs Repositioning Older Stock - Does the banker think differently?
In Conversation with Capital
Offices
SME & Mid Market Lending
Deep Market or already crowded?
In Conversation with Capital
Offices
- US Capital – When will they come back into office Will we see a Trump effect?
- Tenant Demands - How to keep up so that people want to pay more?
- Structured Equity - Answer to unlocking distressed situations or abandon it all together?
- Refinancing & Getting to Net Zero Assets - Trouble on the loan books? Will this unlock the extend and pretend?
SME & Mid Market Lending
Deep Market or already crowded?
- Mezz & Alternative Finance Partnerships - Way to top up and get the deal through? Best practice to lower rates?
- Competitiveness - How to stand out in the funding crowds?
- Mid Market Strategy - Responsible for bridging the funding gap?
- From Banks to Nonbanks - Accelerated transition across asset and borrower types?
- Development Deals - Mid do it best?
Some of the Confirmed Attendees
Insiders View
Offices, retail, hotels, logistics, data centres, build-to-rent, student housing
Pooling the visions and insights from Europe’s biggest names in RE debt
Download the report now
Our team will evalute your profile
and will get back to you soon
We take a large number of information into consideration but in short, applying leaders must meet 2 basic criteria:
a) Seniority: decision-makers only.
b) Principal: invested real estate or infrastructure companies with capital at risk.
Download the report now
Our team will evalute your profile
and will get back to you soon
We take a large number of information into consideration but in short, applying leaders must meet 2 basic criteria:
a) Seniority: decision-makers only.
b) Principal: invested real estate or infrastructure companies with capital at risk.
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attendees only
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