With $4.5 billion of investment capital that has flown into the proptech space in just Q1/2021 (close to $30 billion annually over the past few years), the level of innovation targeting every aspect of real estate business is unprecedented. New trends – accelerated by Covid – are emerging across the industry, expanding the boundaries of what is known as the “built environment”. Opportunities are exploited in areas overlapping fintech, climate tech, retail, healthcare as VC/PE groups, asset managers, institutional investors/LPs collaborate in a ‘consortium’ to shape the future of real estate. Moderated by Lynette Keyowski, Managing Partner at REACH Canada (a growth accelerator created by Second Century Ventures, an early-stage technology fund), the panel focuses on the state of proptech, dealflow, investment trends and opportunities globally. Joining in the conversation are two proptech icons with unique perspectives from East to West Coast – Aaron Block, Co-Founder & Managing Partner at MetaProp (a leading early-stage proptech VC fund and accelerator) and Brad Greiwe, Co-Founder & Managing Partner at Fifth Wall Ventures (largest VC firm focused on the global real estate industry and property technology for the Built World).
In this special fireside chat session, Laetitia Pacaud, COO & CFO at Epic Investment Services interviews Jon Love, CM, Founder & Chief Executive Officer of KingSett Capital, a leading Canadian private equity real estate investment firm with $15.4 billion of assets under management. An icon of the Canadian real estate industry, Jon Love reflects on the profound impact of the pandemic on real estate markets in Canada, covering major property asset classes, and explains how the crises has shaped his leadership strategy. The conversation focuses on fundamental changes spurred by the pandemic, how investors adjust their portfolio strategies and underwrite assets, as well as on capital flows, valuations and asset pricing discrepancies creating risks and opportunities for investors. Concluding, Jon Love reflects on emerging investment opportunities in Canada and shares words of wisdom for aspiring real estate professionals.
Stefan Teague of Cushman & Wakefield engages Jonathan Pearce of Ivanhoé Cambridge (a global real estate leader with C$64 billion in AUM) and Jonathan Olynick of Manulife Investment Management (with 63 million square feet of space in 26 cities worldwide) over issues top of mind for investors in office and industrial sectors. Speakers assess the level of activity across their portfolios during the pandemic, outlining tenant relationship strategies, rent collection as well as flexibility with leasing terms aligning market realities with tenant needs. The panel delves into fundamentals to assess COVID-19 impact on vacancy and rent growth levels. Speakers dissect demographic/socio-economic trends and their implications for office demand (CBD vs suburban markets), footprint, on-site amenities. Switching to industrial, the experts examine the bull run for this asset class, identify challenges and approaches to scaling, and confirm growing appetite for supply-chain critical assets. The speakers also reflect on their acquisition strategies and assess investment opportunities in North America.
Student housing investment activity has been on the rise with significant amounts of institutional capital flowing into the asset class. We have invited top-tier U.S. investors to share insights into their strategies during the pandemic, to explain how the crises affected their portfolios and the markets, and what steps investors are taking to soften the impact of recession. The panelists reflect on the fundamentals, key industry trends and temporary shifts challenging the “recession resilient” reputation of the asset class as they reveal nuances and data pointing to sustained strong performance of the sector. Are we in a buyer’s market? How has COVID-19 impacted development and national supply pipeline? What changes and opportunities should investors anticipate with the new administration and as mass vaccination gets underway? Where will demand for student housing come from, and how are equity investors viewing the asset class?
Characterized by creditworthy tenants with predictable needs, expensive capital projects and long-term investment horizons, healthcare real estate remains an attractive sector with a relatively stable market drawing investor interest and institutional capital. To assess the state of healthcare real estate, we have convened industry veterans from New York, Dallas, and Atlanta to share their expert views and experiences spanning investments, capital markets, operations, construction nationally. Moderated by Jay Johnson, Managing Director and National Practice Leader, JLL Healthcare, the panel – joined by Darryl E. Freling Co-Founder and Managing Principal, MedProperties Realty Advisors, LLC. and Philip J. Camp, Managing Director, Hammond Hanlon Camp LLC. – kicks off with an overview of the sector, its distinct [recession-resistant] attributes, performance vis-à-vis other real estate asset classes, untangling some of the complexities underpinning healthcare delivery business models and their implications for investment activity. The discussion focuses on demand drivers, subsectors in healthcare real estate, investment competition, deals, property operations, occupancy rates, rents, tenant profiles, the increasing role of technology (e.g. telehealth) as well as Covid-19 impact and overall investment outlook.
PrivCap Resources Group
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Register by: Sep 30
Register by: TBA
Register by: TBA