Other PEI websites

Real Estate Capital Germany Forum 2016

Loading Events

« All Events

  • This event has passed.

Real Estate Capital Germany Forum 2016

11th February, 2016 - 12th February, 2016

$1895 - $1995

 

The Real Estate Capital Germany Forum is back, bringing together CFOs of the leading private equity funds, international lenders and German banks to discuss the cost of debt financing in Germany, the challenges of hitting return targets and spotting opportunities in a crowded market. 

 ..
As the market continues to oversupply cheap debt, German property lending margins continue to move ever lower. Therefore, the question remains as to how much longer can this downward trend be sustained? Also, are there growing fears of the next bubble and if so, when will it pop?

To keep up to date with all the event developments, white papers and special offers register your interest today.

Dr Gertrude R Traud Elke Birk Dr Rochus Ebert Hugh Fraser Thomas Staats More Speakers Frank Jeschke Helmut Muhlhofer Alexander Saur John Barakat

 


Further information

For further information about the event and sponsorship opportunities please contact:
Jane Popova | T: +44 207 566 5475 | E: jane.p@peimedia.com

 

Contact customer services:

London: +44 (0)20 7566 5445 | Hong Kong: +852 2153 3844 | New York: +1 212 633 1073
Email: customerservices@peimedia.com

 


2017 sponsors coming soon

Co-sponsors: 

Argus Software Helaba

 

Host publication: 

REC_Logo_bluered_no_alt_insight

2017 Agenda: coming soon

2016 Agenda

Day One | Thursday 11 February

8.20   Registration & coffee

9.00   REC Welcome

9.10   Opening comments from the Chair
Alexander Fischbaum,
Founder & Lead Advisor, AF Advisory

9.20   Keynote address: German economy and impact on CRE
Dr. Gertrud R. Traud,
 Chief Economist, Helaba

9.50   Opening panel session
Germany: future growth prospects of a two-tier market

•   Domestic vs foreign demand for real estate investments
•   Evaluating and managing risk within the perceived safe haven
•   The question of liquidity: generating returns in smaller regional markets
•   Availability and cost of debt across sectors and geographies
•   Where are we in the real estate cycle? Are lenders becoming more cautious?

Moderator:
Ruben Herrmann, Principal, Westbrook Partners

Panellists:
Bernd Bechheim, Head of Asset Management & Transactions, Continental Europe, Aberdeen Asset Management Deutschland
Gunther Deutsch, Managing Director & Head of Investment Transactions Europe, Cornerstone Real Estate Advisers GmbH
Michael Ramm, Managing Director, Co-Head of Acquisitions, JP Morgan
Andreas Segal, Deputy CEO and CFO, BUWOG AG

10.45   Coffee & networking

11.15    Panel session
Debt funds: the role of non-banks in real estate financing

• What non-bank debt is available and what deals does it finance?
• Do mezzanine funds still make sense in this market given how returns have compressed?
• Risk vs return expectations: are real estate loans a good alternative to corporate and government bonds?
• How is regulation impacting debt funds? AIFMD implementation/ Basel III
• Deal flow and performance: challenges debt fund managers face

Moderator:
Christoph Wagner, Director of Debt Strategies, TH Real Estate

Panellists:
Elke Birk, Principal, DRC Capital
Jan Polland, Head of Commercial Real Estate Clients, Münchener Hypothekenbank
Anthony Shayle, Head of Global Real Estate – UK Debt, UBS Global Asset Management

12.00 Panel session
New opportunities in the residential sector

•   Where are the current and future hotspots across Germany? 
•   Expected returns in comparison to other asset classes
•   Mietpreisbremse (cap on rent increase) and its influence on your investment decisions?
•   Lenders’ willingness to finance residential projects
•   Government’s involvement: is there a framework in place to facilitate development?

Moderator:
Dr. Torsten Volkholz, Counsel, LATHAM & WATKINS

Panellists:
Nikolai Dëus-von Homeyer, Managing Director, NAS Invest

Marcus Eilers, Head of Residential Asset Management, Round Hill Capital
Thomas Meyer, Chief Executive Officer, WERTGRUND Immobilien
Christian Windfuhr, Chief Executive Officer, Grand City Group

12.45   Presentation by ARGUS Software
David Oates, Senior Vice President, International, ARGUS Software

13.10   Lunch

14.10   Roundtable sessions

A series of interactive roundtable discussions will allow you to learn and debate with your peers and potential business partners.

1. NPLs
• Where are the distressed opportunities in Europe?
• Buying NPLs and portfolios of NPLs
• Securing finance to buy NPLs
• What are the best strategies: fix and sell, or long term hold?

Roundtable Chairs:
Clarence Dixon, COO, Global Head of Loan Servicing CBRE
Dr. Ruprecht Hellauer, Managing Director, Albulus
Stefan Walldorf, Managing Director, Cerberus Deutschland

2. European CRE Syndication
• Depth of demand from investors: will momentum continue in 2016?
• New entrants into the market
• Most useful structures

Roundtable Chairs:
Jean-Maurice Elkouby, Managing Director, ING Bank
Timothy Pygott, Senior Director, Deutsche Hypo
Andreas Roth, Director Syndication Management, Aareal Bank

15.00   Coffee & networking

15.30   Keynote interview
Interviewee: John Barakat, Head of Real Estate Finance, M&G Investments
Interviewer: Daniel Cunningham, Deputy Editor, Real Estate Capital

16.00   Panel session
Germany’s finance market: fierce competition, low margins and strategies for finding value

•   Risks and “no-go” geographical zones and assets: can everything with a strong sponsor and a sensible business plan be financed now? Where is debt pricing and where is it heading?
•   Challenges ahead: from regulation to interest rate hikes. What do lenders want to see in structures to future-proof today’s loans?
•   Germany’s senior syndication market
•   Challenges and opportunities for international banks in Germany
•   Going abroad: are German banks looking outside home boarders for profit?

Moderator:
Norbert Kellner, ‎Head of Debt Capital Markets and Sales Management, Helaba

Panellists:
Rochus Ebert, Head of Structured Real Estate Finance Germany, SEB
Raimund Frühmorgen, Managing Director, UniCredit Bank
Frank Jeschke, Head of Portfoliomanagement CREF, Landesbank Baden-Württemberg
Helmut Mühlhofer, Head of Debt & Capital Markets, Allianz Real Estate
Alexander Saur, General Manager, Natixis Pfandbriefbank

17.00   Drinks reception

2017 Agenda: coming soon

2016 Agenda

Day Two | Friday 12 February

8.40 Welcome coffee

9.10 Welcome from Chair
Alexander Fischbaum, Founder & Lead Advisor, AF Advisory

9.20 Opening Keynote interview: lending outside of home boarders

Interviewee: Thomas Staats, Head of Origination, International Property Finance, Deutsche Hypo
Interviewer: Andy Thomson, Senior Editor, Real Estate Capital

9.50 Panel session
Borrowers’ perspective on sourcing debt 

•   What are the biggest changes you have seen in terms of sourcing finance in the last 12 months
•   Development financing/ refinancing/ acquisition financing: current requirements for loans 
•   Relationship lending: does it really exist or is lending purely transaction driven? What are the key characteristics you look for in a lender
•   Managing leverage, deciding how much debt to take and diversifying funding sources
•   Banks vs alternative forms of financing: which do borrowers prefer and what are the pros and cons of each

Moderator:
Dr. Claus Proschka, Director Debt Advisory, REAG

Panellists:
Roberto Carrera,
European Head of Financing, LaSalle Investment Management
Hugh Fraser, ‎Director, M7 Real Estate
Fabian John, Head of Corporate Finance, IVG Immobilien
Barkha Mehmedagic, Head of Group Finance and Treasury, Commerz Real

10.35 Coffee & networking

11.00 Data presentation
German commercial real estate market outlook

Gunnar Herm, Head of Real Estate Research & Strategy – Europe, UBS Real Estate

11.25 Panel session 
Investor confidence in Germany

•   Arrival of long-term foreign capital: what assets/ risk profiles are they after? Will the momentum continue?
•   Return expectations and competition levels: Germany vs UK vs France
•   Yields compressions: is there still scope for a further fall in the near future?
•   Performance of secondary and tertiary markets
•   Student housing, medical service centres, elderly homes: opportunities in alterative sectors

Moderator:
Dr. Thomas Beyerle, Managing Director, Catella Property Valuation

Panellists:
Marie-Antoinette Kuhnle, Vice President,  Landesbank Baden-Wurttemberg

Udo Stoeckl,
Managing Director & Principal, Avison Young
Rainer Thaler, Managing Director, Investa Holding
Christian Zilly, Founding Partner, Waterway Investments

12.10 Lunch & conference close
Andy Thomson,
Senior Editor, Real Estate Capital

 

2017 Speakers: coming soon

2016 Speakers included:

Alexander Fischbaum

Founder & Lead Advisor
AF Advisory

Alexander Saur

General Manager
Natixis Pfandbriefbank

Andreas Roth

Director Syndication Management
Aareal Bank

Andreas Segal

Deputy CEO and CFO
BUWOG AG

Andy Thomson

Editor
Real Estate Capital

Anthony Shayle

MD, Head of Global Real Estate – UK Debt
UBS Asset Management

Barkha Mehmedagic

Head of Group Finance and Treasury
Commerz Real

Bernd Bechheim

Head of Asset Management & Transactions, Continental Europe
Aberdeen Asset Management Deutschland

Christian Windfuhr

Chief Executive Officer
Grand City Properties

Christian Zilly

Founding Partner
Waterway Investments

Christoph Wagner

Director of Debt Strategies
TH Real Estate

Clarence Dixon

Chief Operating Officer, Head of Global Loan Servicing
CBRE Capital Advisors

David Oates

Senior Vice President, International
ARGUS Software

Dr. Claus Proschka

Head of Debt Advisory Services
REAG GmbH Real Estate Advisory Group Germany

Dr. Gertrud R. Traud

Chief Economist
Helaba

Dr. Marcus Eilers

Head of Residential Asset Management
Round Hill Capital

Dr. Rochus Ebert

Head of Structured Real Estate Finance Germany
SEB

Dr. Ruprecht Hellauer

Managing Director
Albulus Advisors Germany

Dr. Thomas Beyerle

Managing Director
Catella Property Valuation

Dr. Torsten Volkholz

Counsel
Latham & Watkins

Elke Birk

Principal
DRC Capital

Fabian John

Head of Corporate Finance
IVG Immobilien

Frank Jeschke

Head of Portfoliomanagement CREF
Landesbank Baden-Württemberg

Gunnar Herm

Head of Real Estate Research & Strategy - Europe
UBS Real Estate

Gunther Deutsch

Managing Director & Head of Investment Transactions Europe
Cornerstone Real Estate Advisers GmbH

Helmut Mühlhofer

Head of Debt & Capital Markets
Allianz Real Estate

Hugh Fraser

Director
M7 Real Estate

Jan Polland

Head of Commercial Real Estate Clients
Münchener Hypothekenbank

Jean-Maurice Elkouby

Managing Director
ING Bank

John Barakat

Head of Real Estate Finance, Fixed Income
M&G Investments

Marie-Antoinette Kuhnle

Vice President
Landesbank Baden-Württemberg (LBBW)

Michael Ramm

Managing Director, Co-Head of Acquisitions
JP Morgan

Nikolai Dëus-Von Homeyer

Managing Director
NAS Invest

Norbert Kellner

Head of Debt Capital Markets & Sales Management
Helaba

Raimund Fruhmorgen

Managing Director
UniCredit Bank

Rainer Thaler

Managing Director
Investa Holding

Roberto Carrera

European Head of Financing
LaSalle Investment Management

Ruben Herrmann

Principal
Westbrook Partners

Stefan Walldorf

Managing Director
Cerberus Deutschland

Thomas Meyer

Chief Executive Officer
WERTGRUND Immobilien

Thomas Staats

Head of Origination, International Property Finance, Managing Director
Deutsche Hypothekenbank

Timothy Pygott

Senior Director
Deutsche Hypo

Udo Stöckl

Managing Director & Principal
Avison Young

2017 Sponsors: coming soon

Co-sponsors:

Argus Software

ARGUS Software™ is the industry standard technology for real estate investment, asset management and development finance. Our solutions provide consistency, transparency, and efficiency into the financial and operational processes that drive the global commercial real estate market.

Our products are developed exclusively for the commercial real estate market, incorporating best practices learned from over 25 years serving the industry and our clients in over 60 countries. We strive to provide solutions that are globally relevant, intuitive and easy to use, supporting your ability to stay ahead of the competition.

Our client base includes the world’s leading institutional investors, investment and asset managers, financial institutions, brokerages and REITs who trust ARGUS Software to improve the visibility and flow of financial information across their most critical business processes.

ARGUS Enterprise is the world’s most comprehensive valuation, asset and portfolio management platform. By combining global valuation standards with active asset management, ARGUS Enterprise gives you the visibility you need to expertly manage risk and maximise returns.

Functions include:
• Valuation & Cash Flow Analysis
• Budgeting & Strategic business planning
• Active asset management
• Acquisitions and dispositions
• Portfolio analytics and reporting
• Sensitivity analysis – investment & risk management

ARGUS Developer is the industry’s most comprehensive single platform to model, forecast, manage, analyse and report on development project cost and cash flows, from project inception and feasibility through to planning, execution and completion.

Functions include:
• Cash flow modelling of commercial, retail, residential and operated assets projects
• Accurate calculations with costs and receipts linked to each development stage and phase
• Discounted cash flow reports with calculated IRR and NPV
• Sensitivity analysis across multiple models simultaneously
• Real-time actuals to budget monitoring, allowing for easy reforecasting
• Visual models of investment structures for easy reporting and analysis
• Comprehensive reports and dynamic KPI dashboards

Helaba

Helaba Landesbank Hessen-Thüringen

 

With a workforce of 6,300 and a balance sheet total of around € 178 billion (Q3 2015), Helaba is one of Germany’s leading banks, closely connected to the German savings banks organization. In the field of public sector related business the bank facilitates local economic and infrastructure projects in Germany. As a commercial bank Helaba takes on the competition in Germany and abroad. Headquartered in Frankfurt am Main and Erfurt, the bank also maintains branches in Paris, London and New York.

Helaba’s approach to markets and customers is that of a classic balance sheet lender. The bank’s long-term oriented business model remained unchanged throughout the financial crisis providing reliability for customers and partners.

Real estate lending has always been a core business for Helaba, currently exceeding a business volume of € 36,8 billion (Q3 2015). The bank focuses on customers and commercial properties in Germany, selected markets in Europe and in the U.S.

Host publication:

REC_Logo_bluered_no_alt_insight

Real Estate Capital

Real Estate Capital is the leading news and intelligence service providing deep coverage of the key real estate markets. We deliver the information borrowers, lenders and investors need on the developments shaping the real estate financing markets, ensuring our readers are always one step ahead of what and who is driving the industry today.



online booking form below

 

You can order by phone
UNITED KINGDOM / EUROPE:
UNITED STATES OF AMERICA:
ASIA PACIFIC:
.
+44 (0) 207 566 5445
+1 212 633 1073
+852 2153 3240
Send us an email

 


Details

Start:
11th February, 2016
End:
12th February, 2016
Cost:
$1895 - $1995

Venue

Villa Kennedy
Kennedyallee 70
60596 Frankfurt, Germany
Phone:
+49 69 7171 20
Website:
https://www.roccofortehotels.com/hotels-and-resorts/villa-kennedy/

Bookmark this page