At this year's FONDS professionell Investmentforum Real Assets, the real estate sector was once again a central component of the event alongside infrastructure, private equity, and renewable energies. After the opening speech by Iris Schöberl, President of the German Property Federation (ZIA), fund providers faced critical questioning from investment analysts and investment consultants in several workshops. The venue was the Marriott Hotel in Frankfurt's Westend Gate.
Immac dealt with trends and challenges in the healthcare market. The increasing shift in the healthcare sector from bed capacities to economic returns and efficiency was highlighted. (Speaker: Florian Bormann, questions: Eva Holzhauer)
Habona Invest analyzed current developments in local and primary retail properties. Resilience with a focus on local supply. (Speaker: Johannes Palla, questions: Ralph Heller)
Dr. Peters emphasized that properties in the local supply sector cover the population's basic needs. This makes them largely independent of economic cycles and resilient to crises. (Speaker: Sven Mückenheim, questions: Sonja Knorr)
Domicil Real Estate Group explained the challenges of the German housing market and the criteria they look for when investing. (Speaker: Natalia Sekita, questions: Christoph Ludz)
BVT provided information on the residential market in the USA. As in Germany, the residential market in the USA is characterized by shortages and rent increases. (Speaker: Jens Freudenberg, questions: Andreas Hassenteufel)
Jamestown examined the question of whether the USA is currently a buyer's market. The high momentum of the interest rate turnaround has created opportunities. (Speaker: Steffen Haug, questions: Martin Drathen)
There were other workshops at the event from companies such as Hansainvest, Patrizia, Paribus, and Swiss Life.
Personally, I found the format of the Real Assets Investment Forum refreshing. The investment analysts asked some very critical questions in the workshops, which allowed the fund providers to signal transparency and openness.
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