Quo Vadis Italia?

DLA Piper Italian Real Estate Summit 2023
MILAN

About

Recovery or downturn – where is the real estate market heading?

Inflation and high interest rates. A disrupted global economy and uncertain geopolitical conditions. The real estate investment environment is facing a big challenge. Many real estate markets in Europe are suffering, and Italy is no exception.

Investment volumes in 2023 are at a historical low. But, as always, there are winners and losers in the real estate market and distress offers opportunities. Capital raising for real estate investments is becoming increasingly difficult, but not impossible. So why invest in real estate when even the German Bundesobligationen offer superior returns?

The 2023 edition of Quo Vadis Italy looks at the challenges and opportunities of investing in real estate in a climate of uncertainty and concern. Leading individuals from international real estate investors, asset managers and financial institutions will share their views on the international and Italian real estate market in 2023 and beyond.

 

Tuesday, 24 October 2023

Registration: 14:30 – 15:00 CET
Conference: 15:00 – 18:30 CET
Cocktail: 18:30 – 20:00 CET

Attendance for this event is by invitation only.

The event will be in-person (no streaming services will be provided).

For more information contact DLA Piper Italy Events.

 

Speaker bio

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Sam Zell

Sam Zell

Chairman

Equity Group Investments

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Sam Zell is the Chairman of Equity Group Investments (EGI), the private investment firm he founded more than 40 years ago. The firm's investments span industries and continents and include interests in finance, energy, transportation, communications, health care and real estate. Mr. Zell is recognized as a founding father of today's public real estate industry after creating three of the largest REITs in history.

He is also Founder and Chairman of Equity International, a private investment firm focused on building real estate-related businesses in international emerging markets. Mr. Zell has been particularly active in bringing Equity International's companies to the public markets.

Three of these investments are listed on the New York Stock Exchange: Gafisa, a leading homebuilder in Brazil; Xinyuan, a fast-growing regional homebuilder in China; and Homex, Mexico's leading homebuilder. A fourth, BR Malls, Brazil's largest retail property owner and operator, is listed on the Bovespa.

14:30
Registration
15:00
Welcome
15:15
The state of the market – what happened in 2023 and what is 2024 expected to bring?
Simon Durkin
Speakers
Simon Durkin

Simon Durkin

Head of Real Estate Research and Portfolio Analytics

BlackRock

15:45
Buying, holding, or disposing – what to do with real estate in 2023-2024?
Moderator: Silvia Rovere
Donato Saponara, Laurent Fléchet, Andrea Agrusow, Alberto Nin Garaizabal and Michael Ramm
Moderator
Silvia Rovere

Silvia Rovere

President

Poste Italiane

Speakers
Donato Saponara

Donato Saponara

Head of South & West Europe & Co-Head of Investments Europe

PIMCO Prime Real Estate

Laurent Fléchet

Laurent Fléchet

CEO

Primonial Reim

Andrea Agrusow

Andrea Agrusow

COO

Garbe Industrial Real Estate

Alberto Nin Garaizabal

Alberto Nin Garaizabal

Managing Director Real Estate

Brookfield

Michael Ramm

Michael Ramm

Managing Director

J.P. Morgan Asset Management

16:30
Coffee break
17:00
Sourcing debt – where and at what terms?
Moderator: Dino Gioseffi
Ben Eppley, Nikolay Golubev, Michele Monterosso, Luca Pellegrino and Nunzio Laurenziello
Moderator
Dino Gioseffi

Dino Gioseffi

Managing Director – Coverage Large Corp. & Head of Real Estate

Mediobanca

Speakers
Ben Eppley

Ben Eppley

Head of Commercial Real Estate Debt Europe

Apollo

Nikolay Golubev

Nikolay Golubev

Managing Director

Bain Capital Credit

Michele Monterosso

Michele Monterosso

Managing Director – Global Lead Construction Sector

ING Bank

Luca Pellegrino

Luca Pellegrino

Head of Real Estate Finance

Banco BPM

Nunzio Laurenziello

Nunzio Laurenziello

Head of Debt Investment

Generali Real Estate

17:45
Winners and losers – offices, retail, industrial, hotels or residential?
Moderator: Olaf Schmidt
Adam Irányi, David Zisser, Alexis Dubois, Mario Costa and Steen Lønberg Jørgensen
Moderator
Olaf Schmidt

Olaf Schmidt

Partner

DLA Piper

Speakers
Adam Irányi

Adam Irányi

Head of Investment Management Global

Union Investment

David Zisser

David Zisser

CEO

Omnam Group

Alexis Dubois

Alexis Dubois

Managing Director

Westfield Italy Operations Ltd

Mario Costa

Mario Costa

Managing Director Southern Europe

Mileway

Steen Lønberg Jørgensen

Steen Lønberg Jørgensen

Head of Capital Raising & Client Relations

Heimstaden

Venue

Hotel NH Collection Milano CityLife

Via Bartolomeo Colleoni, 14

20149 Milano

In collaboration with

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