GERMANY Investment Briefing

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6th September 2016 – London

Will Germany be the biggest beneficiary of BREXIT?

VENUE:                                TH Real Estate, 201 Bishopsgate, London EC2M 3AE (nearest station: Liverpool Street)

TIME:                                    08.00 – 10.30    

Event Programme:

08.00 – 08.30: Registration, Breakfast & Networking

08.30:  Set the Scene – Market Presentation

Thomas Beyerle, Managing Director, Catella Property Valuation GmbH

08.50: Panel Discussion:

Felix Bauer, CEO, Deutsche Real Estate Funds Advisor

Thomas Beyerle, Managing Director, Catella Property Valuation GmbH

Douglas Edwards, Head of Institutional Business International, KGAL Capital GmbH & Co. KG

Philip La Pierre, Head of Investment Management Europe, Union Investment Real Estate

Michael Walton, Chief Executive, Rynda Property Investors

Stefan Wundrak, Head of European Research, TH Real Estate

10.00 – 10.30: Coffee & Networking

THEMES & DISCUSSION TOPICS

TRENDS, RETURNS, PRODUCT

  • German GDP growth has been better than expected in Q2. What is the impact of the country’s solid economic outlook on real estate markets?
  • As the UK is still reeling from the Brexit vote, has Germany replaced the UK as international investors’ favourite destination in Europe?
  • The market is attracting investors from far and wide, as shown by Samsung’s acquisition of Commerzbank Tower in Frankfurt. Who are the new players looking at the German market?
  • Have the type of deals changed? More portfolio deals?
  • What are the key changes that you see in the market compared to 6/12 months ago?
  • German open-ended funds attracted record inflows of €4.4bn in the first six months of the year, double the yearly 2015 figure. What is driving this and is it sustainable?
  • What about the risk scenarios? What is the likely impact on the sector of political elections next year and of the refugee crisis?
  • Is there more capital than product in the current market? Especially at the core end?
  • Is the lack of core product driving investors to niche markets and secondary destinations?
  • Are there specific sectors or markets that are hotter than others with the international capital? Is this different for local capital or is there competition on all deal types?
  • How is Europe’s largest residential sector performing? Is it still a compelling investment case?
  • Where are the best opportunities in resi – at the high end, in affordable housing or in microliving?
  • Investments in student housing are expected to top €1bn for the first time this year: Germany is catching up with the UK. Will this upward trend continue?
  • Retail is performing well due to the strong economy. Will it continue to do so and what are the main drivers and opportunities in the sector?
  • Germany has been less affected by the e-commerce revolution. What are the prospects of logistics in the country?
  • What is the outlook for the office sector? Will Frankfurt, Berlin and other German cities benefit from banks’ and companies’ potential flight from London?
  • How is the occupier market in Germany developing? What about rental growth potential?
  • Given the obstacles to development in German cities, is refurbishment a good option?
  • Is Financing available? What are the key trends? What is the range of debt available?
  • Regulation, legal updates? Anything we need to know?
  • Is the market more competitive than 6 months ago? What is the current position and likely trend over the remainder of the year?
  • What are investors’ return expectations? Are they realistic?
  • How important is sustainability? Green leases?
  • 5oo Million – where would you invest in Germany?
  • The Deal of the Year – Germany: what is your choice for the best or most influential deal so far this year?

ModeratorRichard Betts, Publisher, PropertyEU

Program in PDF

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