In a world of low returns and high liquidity, global real estate remains an attractive option for investors and high net worth individuals seeking to preserve long-term wealth. With the US interest rate cycle turning, where should investors look for value through the next cycle? The panel will reflect on several questions: How cycles vary between US, Europe, and Asia Pacific, and where do the risks lie? Does the longer-term structural rise of Asia Pacific and demand for real estate affect the assessment of allocations and the types of return available? Will technology change shift the type of real estate assets that will see the highest growth rates of demand? With migration of tech millennial talent to global centers like Singapore, are we seeing the rise of "winner takes all" cities? Finally, how are the ESG investment preferences of high net worth individuals being actualized and through which institutions are they aligning those preferences?

Opening Remarks:

Hugh Andrew Managing Director and Head of Real Estate Asset Management, BlackRock Moderator Megan Walters Head of Research, Asia Pacific, JLL

Speakers:

Kenneth Gaw President and Managing Principal, Gaw Capital Partners

Alex Jeffrey Head of APAC, M&G Investments

John Lim Group CEO, ARA Asset Management Limited