Opportunities to achieve outsized investment yields in Asia’s top real estate markets are on the agenda in the coming weeks, as Mingtiandi brings together its Asia Value-Add Forum 2021, a series of online events sponsored by Yardi.
The forum opens on 30 March with a spotlight interview with Link Asset Management CEO George Hongchoy, who will engage in a one-on-one discussion with Mingtiandi founder Michael Cole regarding how Asia’s largest real estate investment trust has been boosting returns on its more than HK$199 billion ($25.6 billion) portfolio.
The forum continues on 7 April with a panel discussion focused on implementing value-add strategies in mainland China, and then concludes on 12 April with a group exploration of value-add opportunities in Singapore, Hong Kong and other core cities around the region.
The three-part series is available at no cost to all Mingtiandi members via our industry-leading MTD TV video platform. To register for any of the sessions just click here.
China Panel on 7 April
Following the lead interview session, Mingtiandi’s deep dive into value-add opportunities will continue on Wednesday 7 April with a group discussion of how “buy, fix and sell” works in mainland China, where the challenges of site acquisition in core cities such as Shanghai and Beijing have been creating openings for investors able to acquire and reposition aging assets in key locations.
Our panel for this first-ever event includes Connie Peng, head of real estate for China at BlackRock; Gaw Capital managing director Johnny Shao, who leads the fund manager’s China operations from Shanghai; Megan Hu, managing director of mainland private equity real estate firm WorldUnion Investment; and a top director of Hong Kong-based fund manager Kailong to be named later.
Core Cities Discussion on 12 April
The final session in the value-add series is set for Monday, 12 April, and centres on how fund managers and developers are achieving premium returns from existing assets through strategic enhancements.
The panel discussion, which includes Stephen Tang, head of value-add and opportunistic real estate for Asia Pacific at ARA Asset Management, as well as Andrew MacPherson, head of asset development for Asia Pacific at JLL, will be revealing lessons learned from successful investments, as well as sharing their predictions about what to expect in the coming year.
Of particular interest will be how investors are leveraging energy saving features and new technologies to reduce operating costs and attract top level tenants at both commercial and residential projects in the region.
Multi-Family, Logistics on Deck
The value-add series is one of eight topically driven forums organised by Mingtiandi this year and will be followed in the coming months by sessions focusing multi-family strategies and logistics investments around the region.
With rental residential opportunities having proved to be some of the most pandemic-proof strategies, Mingtiandi’s Multi-Family Forum will start on 4 May with a spotlight interview, to be followed by panel discussions set to cover the markets in Greater China and Japan, as well as a dedicated session focused on emerging rental residential classes.
Speakers from Warburg Pincus, SC Capital and JLL are already scheduled to speak at the event, with more top executives expected to confirm in the coming weeks. Details on the multi-family event are available here.
Perhaps the only asset class hotter than rental apartments this year is logistics, and Mingtiandi’s Asia Logistics Forum will be bringing you insights from the region’s biggest players starting from 29 June.
Speakers from Logos Property, SC Capital and JLL are already confirmed for this five-session series, and more details on the forum are available here.
Stay tuned later this year for discussions on sustainability, data centres, office strategies and proptech. A full schedule is available on Mingtiandi’s MTD TV event calendar here.
Note: this story has been updated to show that the spotlight interview session will be held on 30 March. An earlier version indicated a date of 29 March — Mingtiandi regrets the error.