4th FRANKFURT SCHOOL REAL ESTATE DAY

Arrive and settle in over coffee and croissants.

Alumni, Advisory Board members, professors and students come together to shape the FS Real Estate Day.

The programme will be moderated by Prof. Dr Kerstin Hennig, joined by Prof. Dr Thomas Beyerle, Prof. Dr Alexander Goepfert, Jürgen Fenk, Markus Kreuter, and Real Estate Master’s students Hannah Leopold and Tim Wunderlich.

09:00–09:15: WELCOME & OPENING OF THE 3RD FRANKFURT SCHOOL REAL ESTATE DAY

Prof. Dr Nils Stieglitz, President & Managing Director / Professor of Strategy, Frankfurt School of Finance & Management

Prof. Dr Kerstin Hennig, Professor of Management Practice in Real Estate, Head of the FS Real Estate Institute, Academic Director Real Estate Executive & Professional Education, Frankfurt School of Finance & Management

09:15–09:45: OPENING SESSION – GLOBAL OUTLOOK FOR CAPITAL MARKETS & REAL ASSETS

Prof. Dr Dr h.c. Andreas R. Dombret

Followed by a discussion with Hannah Leopold, FS Real Estate Master’s student, and Tim Wunderlich, FS Real Estate Master’s student

Moderator: Prof. Dr Kerstin Hennig, Professor of Management Practice in Real Estate, Head of the FS Real Estate Institute, Academic Director Real Estate Executive & Professional Education, Frankfurt School of Finance & Management

09:45–10:00: FRANKFURT SCHOOL RESEARCH INSIGHT – “PRIVATE CREDIT CYCLICALITY”

Prof. Dr Sascha Steffen, DWS Senior Chair in Finance, Professor of Finance, Co-Director, Centre for European Transformation, Frankfurt School of Finance & Management

10:00–10:30: KEYNOTE & Q&A – INSIGHTS INTO POLITICAL AND REGULATORY DISCUSSIONS AND THEIR IMPACT ON REAL ESTATE IN BERLIN AND BRUSSELS

Aygül Özkan, Chief Executive, ZIA German Property Federation

Jochen Schenk, Honorary Member of the Frankfurt School Real Estate Institute, Vice President of ZIA

Moderator & Q&A: Prof. Dr Thomas Beyerle, Biberach University of Applied Sciences, Academic Advisory Board Member, Frankfurt School Real Estate Institute

Time for coffee and informal exchange.

11:00–11:15: KEYNOTE (ENGLISH) – FINANCING IN TRANSITION

Curth-C. Flatow, Managing Partner, FAP Group GmbH

Moderator: Prof. Dr Kerstin Hennig

11:15–12:00: POWER TALK (ENGLISH) – FINANCING IN TRANSITION: WHO FUNDS EUROPE?

Discussion with:

Dirk Brandes, Member of the Management Board, NATIXIS Pfandbriefbank AG

Rupert Gill, Head of European Real Estate Debt Portfolio Management, BARINGS

Sascha Klaus, Member of the Board of Managing Directors responsible for Real Estate and Project Finance, LBBW, and Chairman of the Management Board, Berlin Hyp

Dr Constantin Plenge, Managing Director Investments, Tristan Capital Partners

Moderator: Prof. Dr Alexander Goepfert, Honorary Professor, Frankfurt School of Finance & Management, Chair of the Industry Advisory Board, Frankfurt School Real Estate Institute

12:00–12:15: HOT SEAT – NO FILTERS – CAPITAL CLASH: WHO FUNDS THE FUTURE?

Frank Diefenbach, Member of the Management Board, Nassauische Sparkasse

Moderator: Markus Kreuter, COO, Careus Debt Investments AG

12:15–13:00: DISCUSSION – MARKET-ORIENTED SOLUTIONS FOR NON-PERFORMING ASSETS

Opening Remarks (10 min):

Prof. Dr Robert Göötz, Global Head of Financial Institutions, Drees & Sommer SE, Managing Director, Real Blue Kapitalverwaltungs-GmbH

Discussion with:

Gero Bergmann, Member of the Management Board, BayernLB

Prof. Dr Robert Göötz, Global Head of Financial Institutions, Drees & Sommer SE, Managing Director, Real Blue Kapitalverwaltungs-GmbH

Britta Slater, CCO, BNP Paribas REIM Germany

Kay Wolf, Chairman of the Management Board, Deutsche Pfandbriefbank AG

Moderator: Prof. Dr Alexander Goepfert

Time to recharge, connect and continue the conversation over lunch.

14:15–14:45: KEYNOTE & Q&A (ENGLISH) – INVESTMENT IN TRANSITION: WHERE IS GLOBAL CAPITAL GOING?

Audrey L. Klein, Partner, Spencer House Partners

Moderator: Prof. Dr Thomas Beyerle

14:45–15:30: POWER TALK – GERMANY: BUY OR AVOID?

Discussion with:

Andreas Ertle, Managing Director, IntReal

Benedikt Gabor, Department Director, Nordrheinische Ärzteversorgung

Ronny Pifko, Managing Partner, BlueRock Group AG

Nicole Pötsch, Co-Head of Direct Equity Europe, PIMCO Prime Real Estate

Dr Matthias Schreier, Managing Partner, CONREN Land Holding GmbH

Moderator: Jürgen Fenk, Board Member, ZECH Real Estate AG

A short break for conversation and informal encounters.

16:00–16:15: HOT SEAT – NO FILTERS – INVESTMENT REALITY CHECK: CRITICAL INFRASTRUCTURE BETWEEN INVESTMENT OPPORTUNITY AND OPERATIONAL RESPONSIBILITY

Markus Niedermeier, Managing Director, LHI Group

Moderators: Hannah Leopold & Tim Wunderlich

16:15–16:45: POWER TALK – INFRASTRUCTURE: THE NEW POWER PLAY?

Frankfurt School Research Insight – “Where Real Estate Ends and Infrastructure Begins”

Prof. Dr Cristian Badarinza, FS Real Estate Institute, Department of Finance, Frankfurt School of Finance & Management

Discussion with:

Heiko Böhnke, Director Institutional Capital Solutions, SICORE Real Assets GmbH

Thomas Lehmann, Director Valuation, Wüest Partner Germany

Stephanie Pudwitz, Managing Director, Fraport Ausbau Süd GmbH (Terminal 3), and Head of Central Infrastructure Management, Fraport AG

Moderator: Maximilian Radert, Head of Product Development & Research, KINGSTONE Investment Management GmbH

FROM HEADWINDS TO TAILWINDS

• Leadership between crisis and new beginnings
• The Final Call: Who takes responsibility, and who sets the direction?
• One Thing That Must Change …

Dr Hans Volkert Volckens, Managing Partner, BLACKLAKE GmbH, Chairman of the Board, Zentrum für Unternehmensführung in der Immobilienwirtschaft (ZUI) e.V.

A relaxed close to the day with drinks, personal exchange and networking.