Peter Ballon
Global Head of Real Estate, CPP Investments
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ULI Denmark invites you to join a Moderated Roundtable on Global Capital Markets with Peter Ballon, Global Head of Real Estate, Canadian Pension Plan Investment Board, and former ULI Global Chairman.
08:30 – 08:45: Arrival and Light Breakfast
08:45 – 09:15: Setting the Scene
The session will begin with an introduction by Peter Ballon giving an overview on how countries and regions are performing amidst ongoing economic and geopolitical uncertainty, and their impact on various sectors and real estate markets. He will also touch on other factors also affecting global capital markets such as the disrupting forces of geopolitics, climate change, and technology.
Following the introduction, participants will be led through a moderated conversation covering three topics:
09:15 – 09:45: Discussion One: The Macro Environment
This discussion will focus on global and regional geopolitical and macroeconomic trends impacting the broader investment environment and real estate in particular. How do high inflation, rising interest rates, and ongoing economic uncertainty continue to impact real estate? How is Denmark positioned compared to the rest of the Nordics, how is it positioned compared to the rest of Europe – and how is Europe positioned compared to the other regions in the world? What opportunities and threats lie in front of us?
09:45 – 10:15: Discussion Two: Real Estate Dynamics
This discussion will consider how investors are allocating capital across regions; countries; cities; investment styles; and sectors. Will we see continued interest for ‘niche’ sectors such as life sciences; energy infrastructure; data centres; and healthcare? Where does this leave the traditional sectors such as office; retail; logistics; and residential that are in the eye of the storm? What is the impact of changing occupier demands and ESG requirements on asset allocation and building obsolescence? What impact is the ‘flight to quality’ and location having on asset allocation and what happens with the ‘second tier’ assets and locations? How can target returns be achieved in the current uncertain setting amidst high financing costs and rising risk premiums?
10:15 – 11:00: Discussion Three: The Impact of Geopolitical Risk, Climate and Technology on the Future of Real Estate
The heightened risk of conflict around the world is creating major shifts in real estate capital flows. A more volatile geopolitical environment has had impact with respect to geographical markets; sectors; asset types; and strategies globally. In addition, other factors such as technology (Artificial Intelligence) and sustainability (climate, ESG requirements) are all part of setting a new course in the future of real estate. What should we expect and where are we going?
Bloxhub | Los Angeles Meeting Room Frederiksholms Kanal 28E DENMARK
Global Head of Real Estate, CPP Investments