Sectors, Cignals and Strategies
Commercial real estate, market forces and manager selection
Date
Wednesday, 23 July
Time
12.00pm - 2.30pm
Location
Aalia
25 Martin Place, Sydney 2000
Broadening the conversation on opportunistic commercial real estate for wholesale clients
You are invited to an exclusive luncheon hosted by The Inside Network with thought leadership from John Taylor and Jason Howes at Dexus.
In an environment where property valuations are being reassessed, sector dispersion is pronounced and conviction is essential, this lunch presents a timely opportunity to interrogate the real estate landscape and identify the strategies best placed to generate alpha in 2025 and beyond.
What’s on the menu:
A top-down update on Australia’s commercial property landscape, exploring the macroeconomic drivers, valuation resets and shifts in investor sentiment shaping the market in 2025
A sectoral deep dive into the asset classes and themes likely to outperform in the current cycle, including those positioned to benefit from demographic, technological and structural tailwinds
A focused discussion on identifying dislocation in pricing and capital flows, and how advisers can thoughtfully deploy client capital to capture alpha while mitigating downside risk
A peer-led exploration of best practices in incorporating real estate within wholesale portfolios, from core and core-plus allocations to tactical use of opportunistic and thematic exposures.
Speaker
Jason Howes
Executive General Manager
Jason Howes is Executive General Manager of Funds Capital & Product Development at Dexus, managing the DREP series. With 25+ years' experience across Macquarie, Fortress and Lone Star, he brings deep expertise in capital raising, origination and investment across diverse asset classes.
John Taylor
Head of Private Capital
John is Head of Private Capital at Dexus and Vice President of the Property Funds Association. With 20+ years’ experience, he’s advised high-net-worth clients and held senior roles across wealth management, property investment, capital raising and investor relations.
RSVP
Contact
Ashley Ryburn
Head of community
ashley@theinside.network
+61 432 993 402
Maddie Edwards
Community manager
maddie@theinside.network
+61 3 8616 0888