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PROGRAMME
09:30 - 10:00 Registration
10:00 - 10:10 Opening remarks
10:10 - 11:00 Keynote presentation: Jamie Rush – Bloomberg Economics, Director: Global Economics
11:00 - 11:50 Panel Discussion 1: ''A Global Real Estate Snapshot''
This panel brings together senior market voices from Europe, the US and China to explore how the world’s largest real estate markets are evolving under new macroeconomic conditions. The discussion will set the global context for the day, helping frame how international dynamics shape Europe’s listed real estate landscape.
Moderated by Jeff Langbaum, Bloomberg
Panelists:
- Patrick Wong, Bloomberg
- Svitlana Gubriy, abrdn
- Edoardo Gili, Green Street
11:50 - 12:10 Coffee Break
12:10 - 12:30 Face-to-face session
12:30 - 13:20 Panel Discussion 2: ''AI, Offices and Data Centres: How Technology Is Reshaping Real Estate Demand''
AI is reshaping how companies operate and use space, with significant implications across real estate sectors. As automation and productivity gains alter workforce structures, corporates are reassessing office footprints, workplace design and occupancy needs, while the rapid growth of AI and cloud computing is driving strong demand for digital infrastructure and data centres. This panel examines how technology is reallocating real estate demand, how investors are assessing these shifts, and what the operational, energy and capital allocation implications mean for long-term real estate strategy.
Moderated by Matthew McAuley, JLL
Panelists:
- Sue Munder, Bloomberg
- Andrew Pilsworth, Segro
- Jacques Perdrix, Heitman
- Tom Olsen, Indurent
13:20 - 14:20 Networking Lunch
14:30 - 14:30 Stand Alone Bloomberg Presentation
14:30 - 15:20 Panel Discussion 3: “M&A, IPOs and Take-Privates: Who Is Setting the Pace in Listed Real Estate?''
After three years of capital market dislocation, listed real estate is entering a more contested phase. The sector has already seen a meaningful wave of M&A, take-private activity and strategic consolidation, while the IPO pipeline has remained comparatively subdued, particularly in Europe. The central question now is whether these trends are set to accelerate, or whether improving market conditions will begin to reopen the path to public listings and independent growth.
This panel will examine what is really driving the next chapter of listed real estate activity: are boards responding to persistent discounts to NAV, cost-of-capital pressure and the need for greater scale? Is private equity still setting the pace, supported by deep pools of dry powder and a willingness to arbitrage public market dislocation? Or are we approaching an inflection point where stabilising rates, better valuations and improving equity market conditions could revive the IPO story?
Panellists will explore whether consolidation is becoming structural across the sector, which subsectors are most likely to produce the next wave of deals, how management teams are weighing public versus private market options, and what investors are using to decide whether listed real estate is a buyer, a seller, or a target. The discussion will also address whether scale, liquidity and index relevance are now becoming decisive competitive advantages in public markets.
Moderated by Jana Sehnalova, Tovana Invest
Panelists:
- Tom Walker, Schroders
- Thomas ten Hoedt, Kempen
- Andrew Jones, LondonMetric
15:20 - 15:45 Coffee Break
15:45 - 16:55 Panel Discussion 4: “Rising Yields, Rising Scrutiny: The New Credit Environment”
Governance issues are increasingly influencing credit markets, reshaping bond pricing and lending conditions. Even isolated events can trigger broader scrutiny and higher spreads for real estate borrowers. This panel explores how governance risk is being priced in — and what it means for the sector’s credit outlook.
Moderated by Tolu Alamutu, Bloomberg
Panelists:
- Samuel Lopez, Vanguard
- Nicole Reinhardt. S&P
- Alex Moss, LGIM
16:55 - 17:00 Closing remarks
17:00 - 18:00 Cocktails
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