Alternative Real Estate Investment Summit

This presentation goes beyond the numbers to explore the human side of real estate data analytics. It discusses the importance of understanding the data “consumers” and their unique challenges, while also accounting for the impact that data-driven decisions can have on individuals and communities.  

• Bridging the gap between data and people 
• Understanding the dynamics of the “consumers” of data and analytics 

• Skill and capacity gaps that can derail your plans      
• The role of diversity and inclusion in real estate data analytics 

Melissa Kingham, President, Property Funds Association of Australia

The growth of private credit is a global phenomenon. Institutional investors in particular have recognised the benefits of relatively attractive yields with lower volatility than shares or publicly traded corporate bonds. We consider the risks and opportunities of this important investment market.

• How is the private credit sector supporting the RE sectors?
• Unlocking money-making opportunities in private credit
• Is a bubble brewing in credit and what about regulatory risk?

Andrew Schwartz, Group Managing Director & Co-Founder, Qualitas

Our panel looks at global and local trends that impact Australian investors sentiment. We consider Alt RE capital flows into and out of Australia.

• Will structural tailwinds and re-allocation of capital be sustainable?
• How does Australia compare with global trends in the Alt RE strategy?
• What are your investors telling you regarding their asset class preferences?

Panellists Include:

Anjana Moran, Senior Portfolio Manager - Property Investments, Aware Super

Doug Cain, Acting Group Executive Head of Funds Management and Head of Mandates, ISPT

Cathy Houston, MD Real Estate Credit, MA Financial

Mandi Prager, Founder and CEO, MP Group International

Delegates split into Interactive Roundtable Discussion groups to share their feedback, challenges and to brainstorm solutions to various Alt RE subsectors. Roundtable Groups and their facilitators will discuss pertinent investment strategies for 30 minutes and then switch to a second Roundtable Discussion. Our moderators facilitate these discussions and share conclusions. These sessions are designed to enable peer-to-peer learning and more targeted networking.

Roundtable 1: Healthcare and Aged Care Real Estate

Moderator: Tom Patrick, Director, Head of Healthcare Property, Barwon Investment Partners

Roundtable 2: Mixed Use and Innovation Districts

Moderator: Sarah Duignan, Partner – Real Estate Advisory, EY

Roundtable 3: Selecting the Right Alt RE Fund Manager

Moderator: Alan Greenstein, CEO & Co-Founder, Zagga Group

Roundtable 4: Infra-like Real Estate

Moderator: Toni Ryan, Fund Manager, RealTerm

Roundtable 5: Student and Childcare Real Estate

Moderator: Greg Mannes, Fund Manager, Student Accommodation, The GPT Group

Roundtable 6: Proptech Investments and its impact on Institutional Real Estate

Moderator: Bernie Devine, Senior Regional Director, Asia Pacific, Yardi

Roundtable 7: Private Credit and Defensive Alt RE Assets

Roundtable 8: Building climate-aware multi-asset portfolios – Farmland, Plantations, Natural Capital and Carbon

Roundtable 9: BTR, Social Value and Affordable Housing

Roundtable 10: Hotels and Hospitality Real Estate

Roundtable 11: Data Centres and ICT infrastructure

Roundtable 12: Self-Storage Real Estate

Moderators:

Tom Patrick, Director, Head of Healthcare Property, Barwon Investment Partners

Sarah Duignan, Partner - Real Estate Advisory, EY

Alan Greenstein, CEO & Co-Founder, Zagga Group

Toni Ryan, Fund Manager, RealTerm

Greg Mannes, Fund Manager, Student Accommodation, The GPT Group

Bernie Devine, Senior Regional Director, Asia Pacific, Yardi

Australia’s population growth and shortage of housing is one of the key macro trends driving returns across this sector. Our panel reviews the categories and gives their thoughts on long term value.

• What are the most sought-after assets in Living Sectors in 2025?
• How can we reduce the barriers faced by institutional investors?
• Is co-living the next big thing in private renting?

Panellists include:

Anouk Darling, CEO, Scape

Matthias Naumann, CIO, Real Estate APAC, DWS

Pretar Caroline Harris, SVP, Investments, Real Estate, Brookfield Asset Management

Moderated by:

Adrian Harrington, Chair, Charter Hall Direct Property Management

Health, aged care, and disability service sectors are undergoing significant transformation with important implications for social value based real estate sectors. Our panel explores how this sector is evolving.

• Which sectors offer the best opportunities for institutional investors?
• How can we close the social infrastructure gap in health and ageing?
• Alternative financial and operating models for future health precincts

Panellists include:

Darren Dawson, General Manager Social Infrastructure Funds, Australian Unity Wealth

Carla Hayes, Deputy Fund Manager, Charter Hall Social Infrastructure REIT

Sam Wood, Director, Funds Management, RAM

Moderated by:

Shalain Singh, MD and CEO, Arrow Advisory Group

In this session we hear from innovative companies that provide cutting-edge tools and technologies for alternative real estate investment.

Innovation 1:

Innovation 2:

Economic pressures have created a challenging environment for operators, but the sector generally remains popular with investors. We explore the best investment opportunities across the hospitality sector.

• Tapping the renaissance of domestic tourism vs the international tourist
• Opportunities for growth: innovation pathways for hotels to drive new value
• Investment implications of fusing work, lifestyle and travel

Panellists include:

Andrew Brandon, Fund Manager, Serene Capital

Lucia Grambalova, CIO/Head of Asset Management, Hotel Capital Partners

John White, CEO, Hotel Property Investments

Tony Ryan, Executive Chair, Trilogy Hotels

Moderated by:

Luke Dixon, Head of Institutional Capital & Research, RW Capital

Leading investors are anticipating the largest global economic transition since the Industrial Revolution. Net zero will require an adjustment of the supply chains and massive capital investment.

• How institutional money is moving across the agriculture and carbon investment landscape
• Comparing net zero adaptation strategies – opportunities and cost across the sectors
• Assessing the investment value of developing large-scale carbon sequestration projects

Panellists Include:

Andrew Morgan, Founder and Managing Director, SFM

David Bryant, MD, Rural Funds Group

Melanie Madders, Director, Natural Capital, Clean Energy Finance Corporation

Izzy Jensen, Chief Investment Officer, Kakariki Capital

Moderated by:

Colin Rigg, Head of Agriculture, ANZ, Macquarie Asset Management

This presentation focuses on how data analytics can be used to identify untapped leasing opportunities in real estate. It discusses various strategies and best practices for analysing leasing data to increase occupancy rates, improve tenant retention, and maximize profitability. 

• Discover key strategies for identifying high-demand rental areas 
• Identify buildings of interest and understand their expiry profile 
• Understand key leasing metrics for properties and drive occupancy rates 

• Gain insights into tenant profiling and targeted marketing to attract and retain tenants 

Melissa Kingham, President, Property Funds Association of Australia