Fast becoming our flagship event for senior real estate investors, fund managers, asset owners, lenders and developers, active in the UK as well as those with diversified pan European portfolios across countries and sectors.
Create dealflow and benchmark pricing, location and risk hedging strategies with your peers.
Spend real time with the right people with 2 days of private investor driven roundtables. No press, no formal agendas, no stages, just qualified decision makers with risk in real estate transactions, sitting down together for closed door discussions.
Expand your network
Transacional discussions about the market
In-depth industry knowledge with strategic insights
Global Chief Investment OfficerCBRE Investment Management
USA
Kim Hourihan is Chief Investment Officer for CBRE Investment Management. In this role, Kim is responsible for investment strategy, performance and risk. She chairs the Global Investment Committee and has oversight of all the regional and strategy-specific investment committees.
She previously served as CIO – Americas Direct Real Estate Strategies for CBRE Investment Management and Portfolio Manager for one of the firm’s comingled funds. She also served as a Managing Director and Portfolio Manager for two international sovereign wealth fund clients, with total assets under management of more than $4 billion representing 11.7 million square feet.
CBRE Investment Management is one of the world’s leading real asset investment managers with $108 billion in assets under management.
Fireside Chat
Investor's Perspective
Kim Hourihan is Chief Investment Officer for CBRE Investment Management. In this role, Kim is responsible for investment strategy, performance and risk. She chairs the Global Investment Committee and has oversight of all the regional and strategy-specific investment committees.
20th February, 15:00 - 16:00
Europe Cycle
How deep & how long, where to make money in meantime?
Where will the inflation story end and are price indicators forever changed?
Interest Rates, Inflation & Economic Outlook - Good times over? Did we miss any tricks?
Demand - Are any sectors recession proof?
Will we see greater government fiscal intervention? Welcomed or not?
Debt Financing Sets Pricing - What consequences for rents?
Inflation & Recession Risk - Are lenders open for business?
US, UK & Eurozone - On the same page? If one changes pace, what consequences?
Pricing & Leverage - What makes sense?
What Asset Classes are Providing the Best and Worst Risk Adjusted Returns?
How will Banks, Insurance and Alternative Lenders Fare in the Coming Year?
Refinance & Capital Structures - Who makes up the gap in the capital structure for loans that need to be refinanced based on increased rates and reduced leverage?
Head of Capital Markets EuropeStarwood Capital Group
United Kingdom
Duncan MacPherson is a Managing Director and Head of Debt for Europe for Starwood Capital Group. In this role, Mr. MacPherson is responsible for all debt capital markets activities for Starwood Capital in Europe, including financing, foreign exchange and interest rate hedging for the Firm’s European investments. He is also responsible for originating, executing and managing debt investments for Starwood Property Trust and Starwood European Real Estate Finance. Prior to joining Starwood Capital in 2012, Mr. MacPherson spent six years at Citigroup, where he served as a Director on the commercial real estate finance team in London.
Partner - Global Co Head - Real EstateQuilvest Capital Partners
United Kingdom
Michael has over 27 years of experience in real estate private equity, having worked in Europe, Asia and the U.S. He started as one of the initiating members of the Morgan Stanley Real Estate Funds in Europe, out of London and NYC. He was then a Founding Partner of Soros Real Estate (later Grove), building up the firm’s business in Asia with close to $2.0bn in equity invested across a variety of asset classes. He is now responsible for Quilvest funds that invest in the EMEA region and a member of the firm's global Investment Committee. Michael sits at the boards of numerous investee companies. He also sits at the board of the Hellenic Public Properties Company, the largest company for management and development of public assets in Greece.
European Head - RBC Real Estate Capital Partners & Real Estate Corporate BankingRBC Capital Markets
United Kingdom
Axel Brinkmann is the European Head of the Royal Bank of Canada’s Real Estate Capital Partners (RECP) group. This group provides a range of financial services including mortgage, whole-loan, mezzanine, and loan-on-loan facilities to real estate sponsors in the US, Europe, UK, and Australia. Axel is also a member of the RBC Capital Markets' European Executive Committee and manages the bank's European real estate corporate banking activities. Previously, he was part of LaSalle Investment Management's Debt Investment and Special Situations group, contributing to its establishment and growth since 2010. Axel began his career in the real estate structured finance team at Wells Fargo, working in Frankfurt and London.
Managing Director, Co-Portfolio Manager European Real EstateTPG Angelo Gordon
United Kingdom
Tom Rowley is based in London and is the co-Portfolio Manager of TPG Angelo Gordon’s Europe real estate funds. He is also a member of the European Real Estate Investment Committee. Prior to joining Angelo Gordon in 2012, Tom was the co-founder of a real estate investment and operating platform based in London. Prior to that, Tom was the Head of UK Real Estate for Babcock & Brown, where he purchased and managed opportunistic real estate investments throughout the UK, Europe and Asia. Tom has over 20 years of industry experience and holds a Business degree (Hons) from the University of South Australia.
Partner, Head of European Capital SolutionsKSL Capital Partners
United Kingdom
Hal Shaw is a Partner at KSL Capital Partners where he serves as Head of European Capital Solutions and
is based out of London. Hal joined KSL in 2007 as a Summer Associate with the Private Equity Team.
During his time at KSL, Hal has invested across the capital structure ranging from senior and mezzanine
debt originations to acquisitions and has played a lead role in the formation and subsequent growth of
KSL’s Capital Solutions strategies. Hal is a member of KSL’s Equity Investment Committee, Credit
Investment Committee and Tactical Opportunities Investment Committee.
Dan is the Head of Debt Investment at Tristan. Prior to joining Tristan in 2021, Dan was Managing Director in the Debt & Special Situations team at LaSalle Investment Management where he was responsible for originating and executing transactions for the LaSalle Real Estate Debt Strategies fund series and several separate account mandates encompassing development finance, whole loan lending and special situations. During his time at LaSalle, Dan was directly responsible for transactions representing over €1.4bn of lending and was fund manager for the Special Situations program.
Prior to joining Oaktree in 2019, Mr. Rich was a senior advisor to Oaktree’s Real Estate group for three years. Before joining Oaktree, he was responsible for European Commercial Real Estate lending at Credit Suisse within the Asset Finance team, and served as a managing director for LNR Partners Europe. Mr. Rich began his career in commercial real estate with Goldman, Sachs & Co., before moving on to Deutsche Bank as a director and founding member of the European Commercial Real Estate Group..
Randeesh co-founded Precede Capital in 2021 as a portfolio company of Towerbrook Capital Partners. In 2022 the Company received a commitment of £1bn of new capital from QuadReal, who also acquired an equity stake in Precede.
Prior to founding Precede, Randeesh was the Co-Founder and former CEO of Urban Exposure Plc (LON: UEX), building the company over nearly two decades into the UK’s leading residential development financer and extending over £1.7bn in development finance and £3bn in real estate finance overall. In 2018 Randeesh led the company to a successful flotation on the London Stock Exchange AIM market.
Mr. Meyer is a senior vice president and portfolio manager in the London office, focusing on real estate debt investment opportunities across EMEA.
Prior to joining PIMCO in 2014, he was an investment director in the debt and special situations team at LaSalle Investment Management in London.
Previously, he was an investment vice president in the opportunistic CRE equity team at JER Partners, a pan-European real estate private equity firm in London.
He has 17 years of investment experience and holds master's degrees from EM Lyon Business School and University Lyon III in France.
Partner and Head of Commercial Real Estate Debt in EuropeApollo Global Management
United Kingdom
Mr. Ben Eppley joined Apollo in 2013. Prior to that time, Mr. Eppley was a member of the Real Estate Structured Finance group at Bank of America Merrill Lynch and prior to that was a member of the Commercial Real Estate Debt Capital Markets group at Barclays Capital. Mr. Eppley graduated from Yale College with a BA in English Language and Literature.
Mr. Moore is a Partner and Head of European Real Estate Debt in Ares Real Estate. He also serves on the Ares Real Estate Global Investment Committee and the Real Estate Debt Investment Committee. Prior to joining Ares in 2021, Mr. Moore was a Managing Director in The Carlyle Group's flagship Credit Opportunities Fund where he headed up the Real Estate investment activities for that strategy across Europe and North America. Previously, Mr. Moore was a Managing Director at HPS Investment Partners, where he ran the firm's European Real Estate Credit investment activities. In addition, Mr. Moore held positions at DRC Capital, Lehman Brothers and J.P. Morgan.
David White is a Managing Director at LaSalle in the Debt Investments team, and Head of LaSalle Real Estate Debt Strategies. David has a 14+ year track record of working in real estate private equity and debt investment. He has extensive experience lending throughout the capital structure and in real estate debt investments, including mezzanine and whole loans, as well as direct real estate investments, distressed credit, and restructuring. Prior, David was a Partner at Intriva Capital Advisors LLP, where he was based in London as a member of the Investment Committee, and oversaw the investment team. David was also a founding Partner at Tyndaris Real Estate, an alternative lending platform based in London.
Michael Shields joined ING in May 2004 and has 25 years experience in real estate lending, asset management & restructuring. Based in London, he is currently responsible for ING REF’s EMEA lending platform – lending assets totalling over €18bn. He is also international head for Real Estate, looking after clients with a global real estate reach. Prior to his current role, he led ING REF’s highly successful U.S. lending platform which he helped grow from $200m to over $7.5bn at its peak in 2008. Before ING, Michael was an originator in BHF Capital’s U.S real estate lending team and was one of the original members of Helaba’s CRE finance team in the U.S. Michael started his banking career in Chemical Bank’s real estate group in Manhattan.
As a Managing Director at PGIM Real Estate, I oversaw the portfolio and asset management of European real estate debt. With over 20 years of experience in this field, I have developed a deep understanding of the market dynamics, risk factors, and value drivers of real estate investments across multiple sectors and geographies.
My core competencies include underwriting, structuring, and executing complex real estate debt transactions, as well as managing and optimizing the performance of existing portfolios and restructuring and exiting under-performing assets. I also led and mentored a team of professionals who shared my passion and vision for delivering superior returns and service to our clients and partners.
Mr. Savoia has over 20 years of experience in finance and real estate and closed deals for over Euro 8 billion covering capital markets, M&A, real estate and structured debt. He is Chairman and CEO of Three Stars Capital Partners. Mr. Savoia also headed Merrill Lynch Real Estate Finance in Italy. Before then, Mr. Savoia worked at Morgan Stanley, in M&A, Securitization and Real Estate. He also spent 3 years at Dresser Industries in Houston (TX). Mr. Savoia graduated from Università Cattolica Milan and was awarded with Premio Gemelli as “Best Graduate of the 1995 Class”. He also holds an MBA in Finance from HBU in Houston (TX).
Head of Capital Markets EuropeStarwood Capital Group
United Kingdom
Duncan MacPherson is a Managing Director and Head of Debt for Europe for Starwood Capital Group. In this role, Mr. MacPherson is responsible for all debt capital markets activities for Starwood Capital in Europe, including financing, foreign exchange and interest rate hedging for the Firm’s European investments. He is also responsible for originating, executing and managing debt investments for Starwood Property Trust and Starwood European Real Estate Finance. Prior to joining Starwood Capital in 2012, Mr. MacPherson spent six years at Citigroup, where he served as a Director on the commercial real estate finance team in London.
Managing Director, Real EstateOne Investment Management
United Kingdom
Sid is a Managing Director at One Investment Management with over 14 years of experience investing in global real assets and corporate credit. Previously, he was at Blackstone’s real estate debt and corporate credit groups. At OneIM, he focuses on investing in real estate on a sub-sector and geography agnostic basis, covering mid to large scale private and public opportunities across the capital structure.
Alessandro Luca is a Managing Director in Ares Real Estate, where he focuses on real estate debt. Prior to joining Ares in 2021, Mr. Luca was an Executive Director in the Real Estate Finance Group at Goldman Sachs. Mr. Luca holds an M.A. from the University of Oxford in Economics and Management.
Most recently George was Global Head of Hotels at Savills, and advised, transacted and oversaw the valuations of over €18bn of hotel, mixed-use CRE for banking, sovereign and private clients globally.
Prior to leading the Savills team, George worked with JLL Hotels & Hospitality in London, CBRE Hotels in Asia Pacific, Hotel Partners in Orange County, California, and in various operational management positions including with Merivale Group in Australia.
George holds a BSc. from Cornell University, and a Diploma in Hotel Administration from the Swiss Hotel Association Hotel Management School, “Les Roches”.
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Mr. Bonetti is the managing Partner of the Durendal Ventures Group. European operations are based in Spain and Italy with offices in Florida, New York and Hong Kong. Thomas has more than 25 years of experience in executive management, M&A and private equity. Mr. Bonetti began his career in Silicon Valley from where he was recruited to serve in various senior management positions with Verizon International (New York, Hong Kong, Rome & Brussels). Followed by directing a private equity firm in Monte-Carlo, including a George Soros Group joint-venture with the Principality of Monaco. During his career, Mr. Bonetti has participated in three successful IPO’s and completed transactions across 40 countries valued in excess of €5 billion.
Jermaine is a co-founder of the Re:shape Living Group, an alternative living sector developer and operator in the UK. Jermaine is responsible for Joint Ventures, planning and development activities, product design and execution, and ESG. Jermaine has worked in Real Estate for over 15 years and is recognised as one of the UK’s leading alternative living experts, having co-designed and secured planning permission for 10 co-living buildings, PBSA and hotels worth in excess of £800 million GDV across London and Dublin since 2018. Jermaine is also the founder and chair of the Second Generation Shared Living Consortium (SGSLC), an industry body which exists to progress shared living policy across the UK.
Dimitri Chandogin is a co-founder of Numa Group, the leading European digital hotel operator and technology developer. The company provides disruptive design hotels and serviced apartments for modern travelers. A trusted partner for investors, owners, and developers, NUMA uses proprietary technology-based operating solutions that largely automate operations and increase cost efficiencies and revenues. NUMA successfully operates over 3,500 units in European A-cities, including Berlin, Munich, Rome, Milan, Madrid, Barcelona, Lisbon, Oslo, and Vienna.
numastays.com
Jose is leading the international growth for Smartrental. We are a group of hospitality and living brands leading the spanish market for hospitality (hostel, hotels, serviced apartments) and living (coliving, senior and student housing). Currently, we operate +4.000 beds.
He has also undertaken several business projects in the hospitality area. International MBA and Real Estate program at Instituto de Empresa business school in Madrid.
Mr. Piper is a Partner based in London and a member of TPG Real Estate’s Investment Committee. Prior to joining TPG, he was a Partner in the Real Estate Group at Ares Management, where he spent 12 years, before which he was a member of the European Mergers & Acquisitions Group at Credit Suisse. He received a Masters degree in Physics from the University of Cambridge, where he graduated with First Class Honours. He is also a trustee and Honorary Treasurer of the Royal Trinity Hospice, a charity providing care and support for those with life-limiting conditions in London.
Samuel Tombs has more than a decade of experience covering the U.K. economy for investors. At Pantheon, Samuel’s research is rigorous, free of dogma and jargon, and unafraid to challenge consensus views. His work focuses on what matters to professional investors: The links between the real economy, monetary policy and asset prices.
Sameer Dalamal is a partner at Cale Street Partners, a real estate investment and finance firm focused on the United Kingdom, Western Europe and North America. Since its inception in 2014, Cale Street has raised €7.6bn from a single sovereign wealth investor and has provided innovative structured debt and/or equity capital solutions to investors, operators and developers in ten countries across nearly every major real estate asset classes and in multiple currencies. Before joining Cale Street, Sameer spent 10 years at Och Ziff in London, where he was most recently the head of European commercial real estate credit. Prior to that Sameer was at Deutsche Bank in the European commercial real estate group for 6 years.
Senior Partner - Chief Investment Strategist & Head of Research
Tristan Capital Partners
Simon Martin
Senior Partner - Chief Investment Strategist & Head of ResearchTristan Capital Partners
United Kingdom
Simon brings a 25+ year track record of international real estate investment management to Tristan. He has worked with Founder and co-CEO Ric Lewis for close to 20 years and helped found Curzon Global Partners in London in 1999. Simon set up the firm’s strategy function and led the research team as it grew globally (as part of AEW). He continues to focus on developing Tristan’s research-led investment approach. He works closely with the firm’s investment and asset management teams, and actively participates in the portfolio management process. He has served on the Investment Committee and has worked on every deal the firm has executed since inception.
Tristan Capital Partners is an employee-controlled London-headquartered investment management boutique specialising in real estate investment strategies across the UK and Continental Europe. Tristan’s pan-European real estate funds include core-plus, value-added/opportunistic and debt investment strategies with total assets under management of over €13 billion.
Pause, Pivot or Panic
What to expect next in Europe?
Price Reset - have valuers gone too far or more to come?
Inflation, Rates & Recession - how to will the ‘macro’ influence risk appetite?
Distress & Dislocation or Pause & Pivot - when will capital flows come back?
Opportunities & Strategies - winning strategies for uncertain times?
21st February, 11:00 - 12:00
Tenant Demand Winners
Digital, affordable, eco or customer centric?
How are digitization and proptech affecting the RE investments?
Proptech - the Future of Tenant Experience?
The journey to sustainable buildings - what are the key drivers for investing in ESG technology?
How are 'Forever Renters' changing real estate as we know it?
How to ensure your buildings are attractive to tenants?
Owners - Is a possible landlord-exodus a catalyst for rent increases? What assets will suffer/triumph?
Deputy Head of Asset Management (UK), Real Estate Technology LeadAberdeen Standard Investments
United Kingdom
Deputy Head of Asset Management (UK), Real Estate Technology Lead, leading a team of 30 asset managers with responsibility for cross-sector assets on a UK wide basis. Stephen has carried out Fund and Asset Management positions at Aberdeen Standard Investments and has wide-ranging investment and strategic asset management experience gained in both private practice and client side positions. Stephen is Chair of ASI’s Global Proptech team and drives policy in relation to Flexible Office provision. He is also a member of the Property Investment Committee (EMEA) considering transactions and projects across the UK.
MD & Head of Asset Management for EuropeStarwood Capital Group
United Kingdom
Federico Bianchi is a Managing Director & Head of Asset Management at Starwood Capital Europe, based in London and responsible for the management of the European assets. Prior to joining Starwood, Federico was a Principal, Asset Management at GreenOak Real Estate (London), where he worked for 4 years with a specific focus on Spain and Italy. Previously, Federico was Italian Country Manager and a Member of the European Board of ISG; at that time he also joined the Executive Committee of ULI in Italy. Prior to that, he served as a Director of Asset Management at Condotte Real Estate and a Director at Tishman Speyer Properties, where he was overseeing deals and projects for a combined value of more than € 1.5 Bn.
Ioannis Verdelis
Chief Investment OfficerVita Group
United Kingdom
Growing our footprint in the PBSA sector in Spain and beyond.
Partner, European Head of Core PlusApollo Global Management
United Kingdom
Boris joined Apollo in 2019 as a Managing Director responsible for the core plus real estate business. Prior to that, he was the founder and managing director of Agram Real Estate, a London based boutique real estate investment advisory firm and a former senior director at Colony NorthStar, Inc ("Colony"). Previously to that, Boris was a principal at Peakside Capital, established in 2010 following a spin out from Bank of America Merrill Lynch ("BAML"). At Peakside, he served as board member and investment committee member of various fund vehicles with responsibility for UK and central European investments. He was formerly a vice president at Real Estate Principal Investments group (“REPI”) at BAML.
Managing Director - Real Estate Asset ManagementMarathon Asset Management
United Kingdom
Claudia is a Managing Director in Marathon's European Real Estate Asset Management team in London, where she is running multiple large pan-European commercial value-add/opportunistic real estate portfolios incl. their dispositions. Prior to joining Marathon, Claudia was a Real Estate Asset Manager at Goldman Sachs' Archon Group in Frankfurt, where she focused on value-add/opportunistic assets across the Frankfurt/Rhine-Main region. Claudia started her career in the global Corporate Real Estate Management team of Sanofi-Aventis in Frankfurt. She holds a Diploma in Business Administration (University of Applied Sciences Mainz) and a Real Estate Investment Advisor (EBS University). She speaks German and English.
Emmanuel Verhoosel is Managing Partner at the venture capital firm Fluxus Ventures. Fluxus Ventures invests in PropTech companies and incubates innovative platforms linked to digitalisation, sustainability and new ways of living and working. He is also CEO of Square Sense, a data analytics platform. Emmanuel has 30 years of experience in real estate, investment banking and venture capital in London, New York, Paris and Brussels. He has been advising and financing leading property companies with JPMorgan, ING and Natixis. Education: Master in Finance from the London Business School, Master of Laws from the London School of Economics and law and political science degrees from the Université Catholique de Louvain.
Stephen co-founded LSI in 2012 with Chairman Barrie Clapham having worked closely together for over 20 years. He focuses on all Investment and Development activity within the company. Stephen is a Chartered Surveyor with over 30 year's experience in the UK Real Estate market, specialising in investment and development. In 2013 and 2014 he jointly created the two investment funds joint ventured with Toscafund and was instrumental in the listing of these as Regional REIT on the London Stock Exchange in November 2015. Stephen is a Director (de facto Chief Executive Officer) of Regional REIT, a member of the RICS since 2001 and a member of the Investment Property Forum.
Lily Lin is a Managing Director responsible for acquisitions and asset management across the UK and Ireland. Prior to joining, Lily worked at Vanke from 2015 to 2020, where she established its UK platform as Managing Director. Previously, she worked at UBS in London across various UK and Pan European real estate funds, and at Ascendas, Singapore’s first and largest industrial REIT, in Shanghai.
Cane Napolitano is the Managing Partner and Chief Investment Officer of Valor Real Estate Partners LLP and serves on its Investment Committee. Mr. Napolitano is responsible for overseeing the firm’s capital deployment and investment strategy across Europe. Prior to joining Valor, Mr. Napolitano was at IDI Gazeley Brookfield Logistics Properties where he was responsible for originating a UK acquisitions program with a specific focus on infill opportunities within the M 25 and South East markets. Prior to IDI Gazeley, Mr. Napolitano was a member of the KTR Capital Investments team.
Joan Vidiella
Managing PartnerSpinnia
Spain
Joan is the Managing Partner of Spinnia, a leading real estate investment manager mainly focussed in Spain, Portugal and México, sourcing, executing and managing opportunities for a broad base of international institutional investors in the industrial/logistics and hospitality sectors, eventually coinvesting in the opportunities.
Through his 30-year career of real estate investment and development experience in Europe, the Americas and the Middle East, Joan has been active across various asset classes including industrial, office, mixed use, and residential, totalling a track record of almost €4 Bn of investments.
Joan holds a BA (UB, Barcelona), and an MBA-MIM (ESADE, Barcelona).
Charles is a chartered surveyor who has been working in the industrial, logistics and technology sectors of commercial real estate for the last 28 years across Europe, Middle East and Africa. He has worked for several international companies including Deluxe Entertainment, SEGRO, General Electric and Walt Disney and for the last 18 months has been with XPO Logistics where he heads up Real Estate for Europe. Leading a team of ten people he manages over 4.5 million square metres of logistics and transport space in 15 countries.
Marc Fuhrmann is a Managing Director in Fortress’s European commercial real estate business, based in London. Since joining Fortress in 2007, Marc has held a variety of roles in Fortress’s real estate business in the United States and Europe. Marc’s current responsibilities include overseeing acquisitions and existing investments in Germany, BeNeLux, and the Nordics. Marc holds an MBA from London Business School and a B.S. and M.Sc. from the University of Texas at Dallas.
Head of European Advisory Offices, Head of International Real Estate Advisory and Senior Managing DirectorCerberus
Netherlands
Since joining the Firm in 2006, Mr. Dejanovic has been instrumental in establishing Cerberus as a leading real estate investor in Europe and played a central role in Cerberus becoming one of the largest private residential landlords in Germany. In addition, Mr. Dejanovic leads Cerberus’ non performing loan platform in Europe, where the Firm has been a leading purchaser of non-performing loan portfolios since 2013. Mr. Dejanovic has overseen Cerberus’ non-performing loan activities in the United Kingdom, Ireland, Germany, France, Italy, Spain, and Scandinavia, among other jurisdictions.
Manuel graduated in Business Administration from Denver University (Colorado, USA) and holds an MBA from the University of Notre Dame. He has worked almost his whole career in Investor Relations. He joins Sareb from the consultancy King Worldwide Investor Relations, where he worked for the past four years. He was also the Founder and Managing Partner of Logical IR Solutions, Director of Strategy and External Relations at Parquesol Inmobiliaria, CEO of Eurocofin Investor Relations, Director of Equities at AB Asesores Bursatiles, Director of Investor Relations at Bankinter, and CEO of Link Securities, among other roles. He founded the Spanish Association of Investor Relations, being an Honorary Member and serving on it's Board.
Head of Value-Add InvestmentsLaSalle Investment Management
United Kingdom
Blake is Managing Director in the Debt & Value-Add Investments team at LaSalle and serves as Head of Value-Add Investment and Fund Manager for the Special Situations programmes. His focus is on delivering attractive risk-adjusted returns in value-add real estate investments in Continental Europe and the UK across all property types.
Blake has nearly 20 years’ experience in the European real estate private equity industry, having been involved in sourcing and actively managing c.€5bn of transactions across a range of property types and geographies, delivering attractive double-digit returns in excess of an 18% IRR.
Pranav joined Lodha in 2007 and co-leads Lodha’s UK business. Pranav has held numerous roles within Lodha and led the expansion into London in 2013. Prior to joining Lodha, he worked with McKinsey's Toronto office, advising clients across a range of industries. In a previous life, he developed enterprise software in silicon valley. Pranav obtained an MS in Management from Stanford University and has a bachelor's degree in Computer Engineering from the Indian Institute of Technology in Delhi.
Mr. Alroy co-founded Mindspace, a flex space operator with over 40 locations in Europe and the US, serving the entire spectrum from start up to the largest companies in the world. Mr. Alroy currently serves as Chief of Business Development.
Prior to co-founding Mindspace, Mr. Alroy had several executive business development roles at Roboteam and SHL Telemedicine (SWX: SHLTN). During his career he served as a partner for AYRAD Investments, a single-family office focused on high tech investments. Mr. Alroy holds a BA in Law & Business Administration from the Raichman University, and an EMBA from Northwestern University Kellogg School of Management.
With over 20 years of commercial real estate experience Sascha founded W RE in 2013 with a clear focus on value added investment opportunities. Prior to establishing W.RE Sascha was a partner at Stenham Property, a real estate PE fund where he managed value-added strategies with a volume in excess of £1.5bn across Germany, USA, Switzerland and the UK.
With a solid experience in the TLC and Energy sectors, Giovanna Della Posta has led for the past ten years insurance and Real Estate turnaround projects, supporting companies in rethinking their business model. She graduated in Economics, then earned a master’s degree in Economics and Finance and ultimately achieved a General Management program at Harvard Business School (2016). She won the Marisa Bellisario Prize (2012), within the Young Talents category, granted to women who distinguish themselves in management and economy. In 2019 Finance Community selected her among the 50 most influential people in Italian finance. Since January 2019 she is Invimit SGR’s CEO, a company 100% owned by the Italian Ministry of Economy and Finance.
Kristian joined QuadReal, Europe in November 2019. As Senior Vice President, his focus is on building the international portfolio, with an emphasis on investing in the U.K. and Europe. Kristian was formerly Vice President at Lone Star Europe in London, where he spent 6 years investing across UK, Ireland and Scandinavia. He has invested all asset classes and has experience making both equity and distressed debt investments. Prior to Lone Star, Kristian trained as an analyst in Rothschild & Co’s European real estate team (M&A and DCM). Kristian graduated with a First Class Honours degree in Accounting and Finance from the University of Exeter and holds an MSc Finance and Private Equity from the London School of Economics.
Christian Jamison is the managing partner of Valor Real Estate Partners LLP (‘Valor’), a pan-European industrial platform, headquartered in London, focused on urban/infill industrial and logistics properties. Founded in 2016 by Christian and his partners, Valor is a full-service development management and investment business with offices in London, Paris & Berlin. The company currently manages a c. 200 asset portfolio totalling more than fourteen million sq ft and €3.5+bn of AUM on behalf of a number of global investors.
Prior to Valor, Christian established and served as CEO of Delin Property until 2016 and previously held senior roles at JP Morgan, GE Capital and Credit Suisse.
Andrew has over 25 years’ experience in the real estate market. Prior to joining W.RE he was head of real estate at Chenavari Investment Managers where he had overall responsibility for both the investment and fund management of all property activities. Andrew also has previously held senior roles at JP Morgan, NM Rothschild and ABN AMRO in the debt and securitisation teams. He has invested over £10bn during his career. Andrew has a Bsc (Hons) in Management from Aston University. At W.RE, Andrew has responsibility for all capital raising activities as well as working with Sascha Lewin on the strategic direction of the business.
Former Chairman intu plc Member Advisory Board True Global PE, Consultant p-threeDavitt Jones Bould
United Kingdom
Amongst other private company and advisory roles, John is a member of the Advisory Board of True Global, the European PE specialist retail investor. He was the previous Chairman of intu plc, the former FTSE 100 REIT and one of the largest shopping centre owners in Europe which went into Administration during the Covid crisis and has since been broken up. John was formerly Global Head of Retail Services at Cushman & Wakefield.
Guillaume Gruchet
MD EMEA Real Estate FinanceBank of America Merrill Lynch
United Kingdom
Guillaume Gruchet is a Managing Director within the Global Market division at Bank of America Merrill Lynch in London. Guillaume works within the RE Finance group where his focus is on origination, structuring and distribution of real estate debt in EMEA. Guillaume has worked on a wide range of financings from traditional senior lending, opco/propco and mezzanine loans. Between 2009 and 2012, Guillaume worked on the ABS trading desk and was responsible for the CMBS trading book. Prior to joining BofAML in 2006, Guillaume held positions at Rothschild and Fitchratings, always with a focus on real estate and fixed income products. Guillaume started his career in London in 1998 in the real estate & hospitality team at Ernst & Young.
Selina has spent over 16 years in the CRE Finance sector. She started her career at Rothschilds and then moved to Capmark Bank, where she provided Senior Debt to CRE investors in the UK & Germany, and set up the continental Europe JV equity platform for Capmark investing in German real estate. She then moved to Dublin to work for NAMA, where she ran the corporate finance team, overseeing NPL restructurings, NPL sales and managed syndicated loan positions. Prior to Lloyds she managed set up and investment of the Europa Capital Mezzanine debt fund focused on UK CRE. She has now spent over 2 years at Lloyds providing senior financing solutions for Private Equity, Sovereign Wealth, Pension & Hedge Funds, investing in the UK CRE market.
20+ years backed by family office and private equity partners for direct real estate investments, growth capital, non-bank lending and proptech venture building across Europe.
Experience includes:
- Managing Director, Strategic Capital for CC Real - a leading investor, developer and operator of European commercial real estate assets;
- Senior Advisor to Austrian single family office (owner of Constantia Industries) to build out diversified pan-European real estate strategy;
- MD of Wigan Acquisitions (offshoot of old family business) leading on co-investments & separate accounts;
- Series A capital raise for Bricksave proptech crowdfunding platform;
- Regional Partner for Pepper Group (non-bank lending & loan servicing)
Audrey Klein
PartnerSpencer House Partners
United Kingdom
Audrey Klein is a Partner at Spencer House Partners (www.spencerhousepartners.com) running the 3rd-party fundraising business and is based in London. Before SPH she held Head of Fundraising roles at several firms but is best known for starting the European business out of London for the Park Hill Real Estate Group, a Division of Blackstone, which she ran for 9 yrs. Prior to joining Park Hill, she ran her own business for 5 yrs marketing alternative asset funds across all asset classes to European investors comprised of pension funds, banks, family offices. She is a graduate of Northwestern University's Kellogg School of business where she received an MBA, and is also a graduate of Emory University with a degree in Economics. Audrey is on the Corporate Board of Great Ormond Street Hospital and is a Non-Exec Board Member at Thriving, SFO and Planet Smart City. She is a Trustee of ULI's Charitable Trust and is on the board of Verbier 3-D.
Senior Director, Global Market Development, EMEAIWBI
USA
Giovanna brings over 15 years’ experience working in business development and sustainability to IWBI. Her career started with advising FTSE 500 companies on CSR strategies and reporting before most recently becoming Global Business Development Director of her own consultancy supporting clients in leading market penetration, incorporating ESG solutions, and driving business growth. Giovanna has an extensive understanding of industry and reporting requirements, having worked closely with organizations around the world to map strategic objectives to leading frameworks including GRI, SASB, CDP and the UN SDGs. In 2020, Giovanna’s leadership was recognized when she was named one of the 10 Most Influential Women in Tech.
Global Real Assets Business DevelopmentNB - Independant Advisor
United Kingdom
As the Global Head of Strategic Growth and Business Development, Natalie is responsible for driving organic growth across Sanne’s product offering and delivering cross border opportunities through the group’s network of international offices. Natalie brings more than 25 years of commercial experience having worked in Australia, Singapore, and the UK. She joins Sanne in London from PwC where she held the role of Global and UK Real Estate Legal Leader. Natalie’s extensive experience of working with international clients on cross-border transactions adds significant capability to the firm’s team of product specialists.
Elle Xu joined Lendlease in September 2023. Previously, she was the Investment Director at Qatari Diar Europe. In her role at QD, Elle has been responsible for originating new investment opportunities, structuring JVs, and raising debt finance for QD’s existing projects in Europe. Elle has over 15 years of experience in real estate and investment banking. Elle is a Chartered Financial Analyst (CFA) and holds a Msc in Investment Management from Cass Business School.
Anil is Founder and CEO of the Node group of companies and is responsible for the overall management, investment activities and expansion of Node throughout the US, Canada, UK, and Ireland. Anil has worked in real estate for 15 years in the US and Europe, including nearly 11 years at Blackstone, the world's largest private equity real estate firm with over $100 billion of assets under management.
Has over 12 years of real estate investment experience. David was previously Head of the Real Estate practice at Helios Capital, a London-based family office, and, prior to that, a senior member of the investment team at Moor Park Capital Partners. He has an extensive track record in real estate, having been involved in £2bn+ real estate transactions since the start of his career, both in equity and debt positions. David holds an MA from HEC Lausanne, HEC Paris and La Sorbonne University. He speaks French and English and is a Swiss and French citizen.
Sowgol is the Managing Director of Way of Life, Long Harbour’s in-house management platform. Sowgol ensures that the company provides efficient building management and professional customer services through a multi-skilled team of people. Prior to joining Long Harbour, Sowgol was the Director of Serviced Apartments at JLL where she oversaw operational activities and advised both residential and serviced apartment operators. She was previously the Director of Private Rent (Folio London) and Student Lets at the Notting Hill Housing Trust where she was leading three multi-disciplinary teams with over 2,000 properties and an operational budget of £25million.
Nadav has 20 years of experience in Real Estate and investment
banking, M&A and advisory work. He was Morgan Stanley’s Head of
Israel investment banking office and served as the European Banking
Operations Officer in London. Nadav was also the COO of Delek
Global Real Estate plc. He served as the Chairman of Soluto Ltd and is
currently the Chairman of Ownera which is a digital trading platform.
He continues to serve as Board Member on a number of company
boards, public and private. Nadav holds and MSc in Finance from the
London Business School and an LLB in Law.
Blake Loveless
Head of Value-Add InvestmentsLaSalle Investment Management
United Kingdom
Blake is Managing Director in the Debt & Value-Add Investments team at LaSalle and serves as Head of Value-Add Investment and Fund Manager for the Special Situations programmes. His focus is on delivering attractive risk-adjusted returns in value-add real estate investments in Continental Europe and the UK across all property types.
Blake has nearly 20 years’ experience in the European real estate private equity industry, having been involved in sourcing and actively managing c.€5bn of transactions across a range of property types and geographies, delivering attractive double-digit returns in excess of an 18% IRR.
Founding Partner & CIO ofDeutsche Finance International
United Kingdom
Gavin Neilan is a Founding Partner and CIO of DFI LLP a pan-European real estate private equity platform with over €4 billion AUM and offices in London, Munich, Madrid and Luxembourg. The firm focuses on thematic value add and opportunistic strategies investing through discretionary pan-European funds, co-investment vehicles and separate managed accounts. Gavin has 20+ years’ of industry experience, having been involved in more than €10 billion of transactions across Europe, America and Emerging Markets. He is a qualified lawyer, holds an MBA from INSEAD and studied law at UCL.
Managing Director, Head of Real Estate Acquisitions, EuropeKKR
United Kingdom
Seb d'Avanzo (London) joined KKR in 2016 and is a Director in the European real estate team. Prior to joining KKR, Mr. d'Avanzo was a principal at H.I.G. Capital working in the European real estate team and focusing on transactions in the U.K. and the Nordics. Before that, he was head of acquisitions for Solstra Capital based in London. From 2005 until 2011, Mr. d'Avanzo was at MGPA, the global opportunistic real estate investment firm, focusing primarily on Southern Europe and latterly the Nordics. He began his career in investment banking at NM Rothschild & Sons. He holds a MA from Oxford University and an MBA from NYU Stern.
Sam Brassington is Vice President of Acquisitions at Thor Equities. He is responsible for sourcing and managing acquisitions of Logistics portfolios in Europe. Mr. Brassington joined Thor Equities from the Acquisitions team at Logicor (The Blackstone Group), where he contributed to the growth of the Blackstone’s core plus and value add logistics holdings across Europe through extensive portfolio purchases and direct asset acquisitions; culminating in the eventual sale of the Logicor for €12.25bn to China Investment Corporation in 2017. Mr. Brassington has a MSc in Finance from Cass Business school in London and a BSc in Investment and Finance in Real Estate from Henley Business school.
Charlie is a co-founder of the Re:shape Living Group, an alternative living sector developer and operator in the UK. Charlie is responsible for funding and investment strategies, asset management and customer experience, branding and marketing. Over the past 8 years, Charlie has led fundraising initiatives combining circa £750m of debt and equity and led the creation and delivery of new branded, living platforms. Charlie also holds a 1st Class Honours Bachelor’s Degree and a Real Estate Master’s degree from CASS Business School.
Director of Investment & Partnerships, responsible for Hyde's strategy to engage with private capital, leading a team to identify, develop and enhance long-term partnerships with a broad mix of partners including housebuilders, developers, and institutional investors. Catherine has worked in residential development for over 15 years. Prior to joining Hyde she spent 9 years at JLL, specialising in public private partnerships, and working with public sector landowners to bring forward major development and regeneration projects.
Kim Hourihan is Chief Investment Officer for CBRE Investment Management. In this role, Kim is responsible for investment strategy, performance and risk. She chairs the Global Investment Committee and has oversight of all the regional and strategy-specific investment committees.
03:00pm - 04:00pm
Europe Cycle
How deep & how long, where to make money in meantime?
Where will the inflation story end and are price indicators forever changed?
Interest Rates, Inflation & Economic Outlook - Good times over? Did we miss any tricks?
Demand - Are any sectors recession proof?
Will we see greater government fiscal intervention? Welcomed or not?
How is the US affecting Europe’s economy?
Is it a case of UK vs. the rest?
04:30pm - 05:30pm
Debt
Open for business?
Debt Financing Sets Pricing - What consequences for rents?
Inflation & Recession Risk - Are lenders open for business?
US, UK & Eurozone - On the same page? If one changes pace, what consequences?
Pricing & Leverage - What makes sense?
What Asset Classes are Providing the Best and Worst Risk Adjusted Returns?
How will Banks, Insurance and Alternative Lenders Fare in the Coming Year?
Refinance & Capital Structures - Who makes up the gap in the capital structure for loans that need to be refinanced based on increased rates and reduced leverage?
04:30pm - 05:30pm
UK Investment Outlook
Policy trap, inflation distress or reasons to be optimistic?
Is the MPC done with raising interest rates? How long before they can ease again?
How much longer will very high inflation persist?
How are investors working out debt and equity?
Will the Conservatives run the clock down? Could fiscal easing return before the next election?
How would asset returns be affected by a Labour-led government?
04:30pm - 05:30pm
Hotels
Full recovery or has the game changed?
Is hotel performance back at pre-Covid levels in Europe? How does the post-Covid RE market look?
ESG- Can better energy efficiency mean greater downward pressure on yields and better borrowing terms on “greener” assets?
Will the depreciation of the sterling and the euro against the dollar cause renewed activity from US private equity?
Which are the top 10 European cities for hotel investment?
Trends - Are business travel and extended stay making ground?
Opportunity - Are alternative accommodation spaces the future of hospitality?
Tuesday, February 21st 2023
Close
See complete schedule
09:30am - 10:30am
Pause, Pivot or Panic
What to expect next in Europe?
Price Reset - have valuers gone too far or more to come?
Inflation, Rates & Recession - how to will the ‘macro’ influence risk appetite?
Distress & Dislocation or Pause & Pivot - when will capital flows come back?
Opportunities & Strategies - winning strategies for uncertain times?
11:00am - 12:00pm
Logistics & Light Industrial
Supply chain bottlenecks boosting demand or causing chaos?
Lack of Prime -What development innovation can solve the challenge?
Onshoring, supply constraints and ecommerce still fuelling demand or leading us into dangerous territory?
Site availability, cost pressure and rising cost of debt
Holding more stock, diversifying supplier bases and investing in more warehouse automation -What are investors’ priorities right now?
What are the top destinations in Europe for expansion?
Polarization of new vs. old buildings: should we build new warehouses or redevelop old ones?
11:00am - 12:00pm
Tenant Demand Winners
Digital, affordable, eco or customer centric?
How are digitization and proptech affecting the RE investments?
Proptech - the Future of Tenant Experience?
The journey to sustainable buildings - what are the key drivers for investing in ESG technology?
How are 'Forever Renters' changing real estate as we know it?
How to ensure your buildings are attractive to tenants?
Owners - Is a possible landlord-exodus a catalyst for rent increases? What assets will suffer/triumph?
11:00am - 12:00pm
Competitive Regions
Resi Vs Offices or chicken and egg paradox?
Resi, Commercial or Alternatives?
Occupiers & Rental Trends - Placemaking the answer to create ROI?
Rental & Structural Shifts - Regions will suffer or create pockets of opportunity?
Which Regional Markets and Locations are Resilient?
Value Add Dominating the Investor Landscape?
Buy or Sell Marketplace?
01:00pm - 02:00pm
Distress
What to expect from the pain and gain balance?
NPLs and workouts - Where and what sectors?
Are we ready for the pain? How can we act quickly to seize opportunities across distressed and special situations?
Prices - Time to rethink our valuation models?Are the distressed buyers setting the price?
Loans Becoming more Expensive - Will refinancings require more equity?
Risk -UK, Commercial, Resi or something unexpected?
Securitisations back in vogue?
01:00pm - 02:00pm
Repricing Offices
Is the bloom off the rose?
2022-2023 Deals - Holding steady or dangerzone?
Demand/Supply Imbalance - Will bid and ask spread ever return to post-covid demand?
Tenant Demands and the flex component? Is it a must?
ESG king factor for buyers?
Reimagining Portfolios - What to keep, what to refurb and what to cut?
Risk Profiles & Structural Shifts - What office products, lease terms and locations?
Core, Core + or Value Add? What’s the new risk playbook for successful office investing?
01:00pm - 02:00pm
The Development Paradox
How to play if bills, demand and rent all up?
Lenders Appetite - Going lower, what impacts on loan sizes and types of assets?
Placemaking - Only way to secure tenants?
Rethinking the nature of value
Will the increase of costs hit a slowdown or is this the new normal?
Land & Construction Costs - Too saturated or the race for space still going strong?
01:00pm - 02:00pm
Retail
Back in fashion or final clearance?
Prime Retail Destinations - What are the best cities in Europe to invest in?
Turning Point for Retail - Repricing in recent years made the sector more competitive?
How are hedging against impacts of e-commerce on retail supply?
Post Covid-era - Is the gradual recovery from Covid-19 leading to a revival of bricks ‘n’ mortar or is it wishful thinking?
Tenant Demand - Will shopping destinations diversify to include convenience shopping, services, clinics, health centres and others?
Will the Food and Convenience sectors prevail as king investor retail strategies in 2023?
02:00pm - 03:00pm
Keynote Energy Crisis & War
02:30pm - 03:30pm
Inbound Capital Winners
Bravery through the storm?
Global Investors’ Appetite - Is the UK on a different risk curve to Europe and elsewhere?
Is the UK no longer a safe haven? Will this increase domestic capital?
Diversification - Only way to keep healthy flows during inflation turbulence?
How will leverage availability react to volatility in the buyer market?
02:30pm - 03:30pm
ESG
Livin’ on carbon neutral prayer or already there?
Economic ‘Greenification’ - Too many costs in a time of geopolitical volatility?
Sustainability Opportunities – How to turn compliance into commercial advantages?
Carbon-Neutral World - Safeguarding portfolios & future proofing assets; how to handle refurbishment costs?
Taxonomy & Regulations - While tedious, actually not pushing the agenda enough?
02:30pm - 03:30pm
BTR
Wise to keep foot on pedal or price cooling expected?
BTR Beds Revolution - How to meet customer’s expectations and make profit?
Multifamily, Co, Student, SFR, Affordable or Senior-Which ones to bet in the inflation crunch?
Demand - Stable occupancy rates, production of consistent cash flows and rental growth outstriping inflation in BTR?
Cities vs Suburbs?
Will we see more flexible products and short term contracts to help us through the tough conditions?
What is the outlook for the residential asset classes and how does the risk return balance look for next year?
What challenges might we face with government policies in terms of control and planning?
The importance of community engagement - how are we contributing to the local community?
The best locations in Europe to invest in BTR?
04:00pm - 05:00pm
Opportunistic & Value Add
Structural shifts and repricing, what’s our safety net?
Which real estate sector is starting to see more structure?
Risk/Reward Profiles - Becoming foggy or smart investors know their way?
Structural Shifts and repricing in traditional assets - Where are the future yields to be hunted?
Opportunity of liquidity in the market - how can we benefit from that?
Returns Likely to be Lower - Time for diversification and income security strategies?
Value Drivers - Asset Class or Location?
04:00pm - 05:00pm
Diversification Through Alternatives
Beds, Meds or Data?
Data Centres - No pain no gain? How high are investors willing to jump?
Medical Campuses - Just a UK value add or other parts of Europe can flourish?
Operational Assets - Best for demand, worst for investors?
Co-living, Student and Healthcare - Are all the beds alternatives on the same risk curve, or some hidden gems?
Assessing Acquisitions, Capital & New Development Funding
Healthcare Tenant Demands - Labs, living and life sciences growth potential?
04:00pm - 05:00pm
Social & Affordable Housing
Can Institutional Capital dig us out of crisis?
Extra Activity
WIRE & GRI Club’s senior female real estate leaders get together to network and forge new friendships to take into the broader discussions taking place at the conference.
*The private discussion and networking are complementary and open to all female participants of the UK & Europe Reunion Conference, WIRE members and GRI club members.
Become a Sponsor
Contact our team to find the sponsorship and exposure opportunities that best fit the strategy of your company.
With the largest commercial real estate team in Europe and one of the biggest worldwide, CMS is well positioned to help investors, funders, developers, landlords and occupiers navigate all aspects of the real estate market and maximise their assets. Whatever the size and scope of your project or deal, with almost 800 real estate lawyers in 46 countries we have the resources to meet your needs quickly and efficiently, offering expert advice. We have been active in real estate in our markets for decades, so we understand the culture, the economic context, the local legal context and the history.
Principal Real Estate is the dedicated real estate investment team of Principal Asset ManagementSM. As a top-10 global real estate manager[1] with over 60 years’ experience[2] our expertise spans the spectrum of public and private equity and debt. Our specialized market knowledge, dedicated and experienced teams, and extensive connections across all four real estate quadrants allow us to maximize opportunities and find the best relative value on behalf of our clients. We offer a broad range of diverse, customized real estate solutions designed to help clients meet their risk and return objectives.
Com mais de 20 anos de experiência, somos uma consultoria especializada em potencializar os resultados das empresas dos mercados imobiliário e de infraestrutura. Atuamos com soluções 360º nas áreas de gestão de pessoas e de estruturação de processos organizacionais.
