Targa Communications & REFIRE Property Roundtables | A series of roundtable discussions with real estate experts

REFIRE and Targa Communications have assembled a panel of experts to discuss the trends and issues facing the market in Germany and across Europe on real estate debt sector:

- What’s are the biggest challenges for the European real estate debt market?

- Is the growing importance of ESG changing the perspective of debt fund lenders in 2022?

- What opportunities can digitalization bring to the real estate debt market?

- What are the challenges that investors should consider when looking to invest in real estate debt?

Iryna Pylypchuk, Director of Research and Market Information, INREV made the impulse presentation at the beginning of the event.

Panelists:

*Edward Berry, Head of UK Client Relations, Empira Group

*Hanno Kowalski, Managing Partner, FAP Invest

*Guido Gerstner, Managing Director, Real Estate Private Debt, Prime Capital AG

With lockdowns, curfews and social restrictions, retail has been one of the sectors hardest hit by the pandemic. In turn, the retail real estate investment market has been affected as investors have responded to the challenges of the past two years by realigning their strategies.

The REFIRE and Targa Communications roundtable event investigated which factors will be shaping the retail sector in 2022 and is it now the right time to invest in this dynamic market?

- Where will investors find value?

- How will opportunities vary across markets?

- What is the impact of e-commerce on the market at local, regional and national levels?

- What are the ESG considerations for investors in the retail asset class?

Panel speakers:

- Marlene Sanches Tavares, Head of Retail & Logistics Investment, JLL

- Jörg Krechky, Head of Retail Investment Services Germany,

Chairman European Retail Investment Board, Savills Immobilien Beratungs-GmbH

- Briain Morris, Managing Director, Head of Investments Europe, Slate Asset Management

Follow Targa Communications for more updates on

LinkedIn https://www.linkedin.com/company/targa-communications/mycompany/?viewAsMember=true

Twitter https://twitter.com/TargaComm

Instagram https://www.instagram.com/targacommunications/

After a turbulent 2020, 2021 has begun with another curfew. The European and German commercial real estate markets looked forward to a better 2021, but what are our expectations for next year? Will Germany and other European countries continue to attract capital from different parts of the world?

𝐏𝐀𝐍𝐄𝐋 𝐒𝐏𝐄𝐀𝐊𝐄𝐑𝐒:

- Diane Becker, CEO, Catella Property Consultants GmbH

- Sabine Geuss, Senior Fund Manager – Health Care, Principal Real Estate Spezialfondsgesellschaft mbH

- Holger Hosang, Managing Partner, Transactions and Asset Management, Sonar Real Estate

- Patrick Brinker, Head of Client Solutions/ Head of Real Estate Investment Management, Hauck & Aufhäuser

Online Roundtable “The Future of Urban Working & Living” 17 Nov, hosted by Targa Communications & REFIRE

In recent years, we have seen cultural, social and economic changes in towns and cities across Europe. There has been a growth in the expectations of individuals and businesses for “on-demand” goods and services and the real estate markets have not been immune from this cultural shift.

 

Brands like Airbnb and WeWork and operators of student accommodation, apart-hotels and flex-workspace, along with providers of pop-up shop spaces and self-storage solutions, are all looking to benefit by providing users with shorter-term, flexible and agile property concepts that can be utilised by individuals, businesses and entrepreneurs on an “as and when” basis.

 

While such “short-term” real estate solutions can be a popular asset for investors, the Covid-19 pandemic has shown that the segment is not immune to external influences. Is this a passing trend or is this the future of urban working and living?

 

So, what are the prospects for short-term property solutions for occupiers in Germany and further afield? As the market recovers from the pandemic, what are the opportunities for property investment? 

𝐈𝐦𝐩𝐮𝐥𝐬𝐞 𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧: Mark Holz, Group Head of Research, 𝐂𝐨𝐫𝐞𝐬𝐭𝐚𝐭𝐞 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐆𝐫𝐨𝐮𝐩

𝐏𝐀𝐍𝐄𝐋 𝐒𝐏𝐄𝐀𝐊𝐄𝐑𝐒:

- Andreas Friedrich, Managing Director Asset & Portfolio Management, 𝐃𝐨𝐦𝐢𝐜𝐢𝐥 𝐑𝐞𝐚𝐥 𝐄𝐬𝐭𝐚𝐭𝐞 𝐆𝐫𝐨𝐮𝐩

- Julia Momotiuk, Head of Rented Residential, 𝐁𝐎𝐍𝐀𝐑𝐃

- Gary McLuskey, Managing Director - Global Design, 𝐆𝐫𝐞𝐲𝐬𝐭𝐚𝐫

- Martin Henke, Managing Director, 𝐭𝐚𝐥𝐲𝐨. 𝐏𝐫𝐨𝐩𝐞𝐫𝐭𝐲 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐆𝐦𝐛𝐇

𝐌𝐎𝐃𝐄𝐑𝐀𝐓𝐎𝐑𝐒:

- Charles Kingston, REFIRE’s Editor-in-Chief

- Andrew Barber, managing director, Targa Communications

Follow the ”Investing in Germany and other European countries” Roundtables on Targa Communications Website onhttps://www.targacommunications.de/ro... Events LinkedIn Page https://www.linkedin.com/showcase/tar... REFIRE: https://www.refire-online.com/

Online Roundtable “Offices – has the pandemic changed the sector forever?”  

The pandemic has accelerated demand for flexible space in all markets. Will conventional office space have to adapt and change to thrive? What location strategies will emerge for conventional office space?

Tom Leahy, Senior Director, EMEA Analytics at Real Capital Analytics has presented the highlights of office asset class performance in Germany and some other European countries at the beginning of the event.

𝗣𝗮𝗻𝗲𝗹 𝘀𝗽𝗲𝗮𝗸𝗲𝗿𝘀:

- Vanessa Muscara, Head of Research & Strategy, Europa Capital Partners LLP https://www.europacapital.com/about-us/profile

- Marcel Sedlak, Country CEO, HB Reavis Germany https://hbreavis.com/de/

- Stephan Schaal, Managing Director, Head of Investment Germany, Edmond de Rotschild https://www.edmond-de-rothschild.com/en

Moderators:

- Charles Kingston, REFIRE’s Editor-in-Chief

- Andrew Barber, managing director, Targa Communications

Follow the ”Investing in Germany and other European countries” Roundtables on

Targa Communications Website on https://www.targacommunications.de/ro...

Events LinkedIn Page https://www.linkedin.com/showcase/tar...

REFIRE: https://www.refire-online.com/

What impact will Covid-19 have on the logistics sector in Germany and pan-European market? Are last-mile centres finally being built everywhere? The motivation to invest in logistics and industrial real estate is there, but it does not apply equally to all segments. What kind of investors does the sector attract?

Christian Freundl, Senior Director, Head of Asset Management Germany, Austria, Netherlands at Invesco Real Estate has introduced the highlights of the logistics and light industrial asset class performance in Germany at the beginning of the event.

𝗣𝗮𝗻𝗲𝗹 𝘀𝗽𝗲𝗮𝗸𝗲𝗿𝘀::

Jan Dietrich Hempel, Managing Director, GARBE Industrial Real Estate GmbH

Björn Kombächer, Head of Investor Relations, Engel & Völkers Asset Management

Theo Soeters, Managing Director, Head of Fund Management, Edmond de Rothschild.

Moderators:

- Charles Kingston, REFIRE’s Editor-in-Chief

- Andrew Barber, managing director, Targa Communications

Online Roundtable „Data Centers - investments in Big Data“ on 25 Aug, by Targa Communications & REFURE

Data centres, buildings and facilities designed to house data applications and information, have benefited from an exponential boom in data usage from both enterprises and consumers during the pandemic and the significant growth of the data centre industry has seen a corresponding increase in investment activity in Germany and abroad.

Will data centres continue to be a highly attractive segment of the real estate markets that is well-positioned to weather ongoing economic uncertainty and the rapidly evolving preferences of consumers and enterprises alike?

Panel speakers:

- Jonathan Atkin, Managing Director, RBC Capital Markets

- Paul Lewis, Director European Data Centres at Principal Global Investors

- Jens Peter Mueller, Executive Board Member at German Data Center Association (GDA) e.V I Country Manager, DE- Keppel Data Centres

- Katherine Motlagh, EVP and Chief Financial Officer, CyrusOne

The "Investing in Germany - Data Centres" roundtable was  supported by the GERMAN DATACENTER ASSOCIATION (GDA) e.V.

Online Roundtable „Real Estate Debt - a timely investment strategy“, hosted on 21 July by Targa Communications & REFIRE

Due to changes within the banking sector, real estate debt funds emerged as a source of financing for the real estate market. How has demand developed during the low-interest phase? What are the particular opportunities in the continued Covid-19 phase in the German market?

Andreas Kalusche, CEO at Prime Capital AG has introduced the highlights of the real estate debt asset class performance in Germany at the beginning of the event.

Panel speakers :

- Hanno Kowalski, Managing Partner, FAP Invest

- Guido Gerstner, Managing Director, Prime Capital AG

- Matthias Sandfort, Group Head of Debt Finance, CORESTATE Capital Group

- Stephan Langkawel, Head of Institutional Clients, Engel & Völkers Capital AG

The roundtable event on topic "Health Care & Senior Living“, hosted by REFIRE ([https://www.refire-online.com](https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbnRaTTlaV2JYclR2aEVoNXZkT1AzSi10RG9WZ3xBQ3Jtc0ttcDEzR19ZLWpiQXB5TUhsNFhjOVpGdGZtSE9tUVhqbGRrTlM3QTc5WDRVMTRvb0pxeWh1ZVdFT2I4RE5sempxNUJUX1p6TmZlREdhNW1URHljcldpYUZKTVRfS0RvcEFvTXJiZ1hpRWg3TlhxQVBzaw&q=https%3A%2F%2Fwww.refire-online.com%E2%80%8B)) and Targa Communications ([https://www.targacommunications.de](https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa0x5WndQSlF2WXN4Tk5fdlNmSnk2UVlncG04UXxBQ3Jtc0tuN0hlcDNtTFhpaUpRU3VNQTJqVk1FekNnOEI4QXo4YkJHdDNZUGROcjRxanJGaEUtRDZoekYtRng5N0w2Szk1bmpsbGZneGdGdllRb2F4bXZ3U3hxNnJOWloxd1ZwLXJicG5TZmJkRndka1phYnBNQQ&q=https%3A%2F%2Fwww.targacommunications.de%E2%80%8B)), was broadcast on 21st April 2021.

With an ageing population and greater demand being placed on healthcare provision, there is increasing demand from property investors for healthcare and senior living real estate. Does it remain a good bet or is the sector’s position in the spotlight made prices overinflated?

Julia Momotiuk, Head of Senior Living Research at BONARD presented the highlights of the senior living asset class performance in Germany.

Charles Kingston of REFIRE and Andrew Barber of Targa Communications in London moderated the discussion and were joined by panel speakers:

- Samuel Vetrak, CEO, BONARD [https://bonard.com/project/germany-senior-living-2020/](https://bonard.com/project/germany-senior-living-2020/) Berthold Becker, Managing Director, TSC Real Estate Germany GmbH [https://www.tsc-realestate.de/en/](https://www.tsc-realestate.de/en/) Paul Muno, Head of Investor Relations & Germany, Managing Director, Principal Real EstateSpezialfondsgesellschaft mbH [https://www.principalreeurope.com/history/](https://www.principalreeurope.com/history/) Dr. Michael Held, CEO. Terragon AG [https://www.terragon-ag.de/](https://www.terragon-ag.de/)

Follow the "Investing in Germany" Roundtables:

on Targa Communications Website on [https://www.targacommunications.de/roundtables/](https://www.targacommunications.de/roundtables/)

on Events LinkedIn Page [https://www.linkedin.com/showcase/targa-communications-&-refire-online-roundtables-/?viewAsMember=true](https://www.linkedin.com/showcase/targa-communications-&-refire-online-roundtables-/?viewAsMember=true)

REFIRE: [https://www.refire-online.com/](https://www.refire-online.com/)

A recording of the live INVESTING IN GERMANY roundtable discussion regarding the retail property market, hosted by hosted by REFIRE and Targa Communications.

**Retail – the winners and the losers of a changing market took place on the 17th of February 2021.**

Charles Kingston of REFIRE and Andrew Barber of Targa Communications in London moderated the discussion and were joined by Susanne Klaußner, Managing Partner at DIR Deutsche Investment Retail GmbH; Jörg Krechky, Head of Retail Investment at Savills Immobilien Beratungs-GmbH; Briain Morris, Managing Director at Slate Asset Management; Adam Pearce , managing partner of Kintyre Investments in Frankfurt and Johnnie Wilkinson, CEO & Executive Director, Greenman Investments.

The panel was also joined by Professor Dr Thomas Beyerle of Catella Property Valuation GmbH, who provided a brief market review.

Follow the Investing in Germany Roundtables on Targa Communications Website.

Roundtables on YouTube: [https://bit.ly/3801DH7]