Industrial Real Estate Summit

Research Report: Examining the industrial state of play

Industrial property under the spotlight- in an endemic, poly-crisis world, what has changed and where are we heading?

• Examining current industrial space performance

• Occupancy rates, stock levels and leasing demand across the asset classes
• Reviewing changing owner and tenant needs
• What impact is ESG expectations having across the Industrial sector
• Contrasting Grade A with Grade B/C Industrial stock and the related opportunities

Research Report: Examining the industrial state of play

Industrial property under the spotlight- in an endemic, poly-crisis world, what has changed and where are we heading?

• Examining current industrial space performance

• Occupancy rates, stock levels and leasing demand across the asset classes
• Reviewing changing owner and tenant needs
• What impact is ESG expectations having across the Industrial sector
• Contrasting Grade A with Grade B/C Industrial stock and the related opportunities

Tony Massaro, Partner, KordaMentha Real Estate

Industrial property under the spotlight- in an endemic, poly-crisis world, what has changed and where are we heading?

• Examining current industrial space performance

• Occupancy rates, stock levels and leasing demand across the asset classes
• Reviewing changing owner and tenant needs
• What impact is ESG expectations having across the Industrial sector
• Contrasting Grade A with Grade B/C Industrial stock and the related opportunities

Annabel McFarlane, Head of Strategic Research Australia, JLL

Prologis is the global leader in logistics real estate, developing modern, high-quality properties. Prologis owns or has investments in properties and development projects of ~1.2 billion square feet in 19 countries and enables 2.8% of the world’s GDP. Beyond real estate, their Essentials platform optimizes the company’s global asset portfolio to provide customer solutions that address today’s warehouse and shipping challenges. Prologis Ventures invests in logistics innovation and technology companies to modernize supply chains worldwide. This session will cover:

• Examining modernisation and the long / short-term impacts of near shoring on demand for logistics real estate
• Exploring the key innovation, technology and sustainability goals to stay ahead of the curve
• Assessing what makes potential acquisitions attractive to the Prologis portfolio

Chris Caton, Managing Director, Global Head of Strategy & Analytics, Prologis 

Will O’Donnell, Managing Director and Founder, Prologis Ventures 

A convergence of factors is reshaping the industrial real estate sector, creating headwinds and uncertainty. Macroeconomic factors, shortage of land, infrastructure, construction and supply chain issues, tenant needs, last-mile delivery, and rapid technology evolution are reshaping demand, location, and design. This panel will deep dive into the factors, along with steps market leaders can take to help anticipate and adapt to new conditions:

• With rising demand and lack of supply, how will the increasing requirements of the Industrial Real Estate sector be met?

• How are Automation and AI changing the landscape, driving efficiencies, and creating opportunities in Industrial?
• What are the advantages of using BMS, BIM Integration, analytics, and access control within an industrial building setting?

Panellists

Matthew Cox, Regional Development Manager – NSW/QLD, Charter Hall 

Marc Lucas, Group Executive-Head of Industrial, 151 Property 

Charlotte Brabant, Head of Investments, Australia, Realterm  

Richard Phillips, Head of Supply Chain ANZ, JLL

Facilitator

Gavin Speak, Savills Australia , Director

Scope 3 – the Final Frontier: How property groups are embracing the great I&L ESG challenge of Scope 3 emissions, with their customers, contractors, and collaborators. Looking at how ESG is driving greater sustainability across Industrial Real Estate, this panel will examine:

• Calculating and reducing upfront embodied carbon in developments and aligning to Green Star Buildings
• Deploying solar, batteries and other clean energy solutions
• Collaborating with customers; and unpacking their emerging energy requirements
• Charging EVs; reimagining our infrastructure

Panellists

Tamara Williams, Director, ESG & Transactions, Barings

Simon Carter, Head of ESG, ESR 

Parag Shinde, National Manager – ESG, Australian Unity Wealth 

Andrew Thai, National Sustainability Manager, Frasers Property Industrial 

Emma McMahon, General Manager, Sustainability, Australia, Goodman

Facilitator

Su-Fern Tan, Head of ESG, CBRE Asia Pacific 

In this rapid-fire session, 4 innovative solution providers discuss how they are helping owners and tenants optimise the performance and use of their industrial assets.  

PropTech 1: Alex Doyle, Head of Growth, Asseti 

PropTech 2: Sam Wiggins, Director-Property Development, Unistor 

PropTech 3: James Hardy, Sales Director, Safer Storage Systems  

Facilitator

Simon Hayes, Director, Integrated Infrastructure – Real Estate Advisory, PwC Australia

These quickfire moderated 40-minute roundtable sessions enable delegates to break up into small focus groups to deep dive into topics of specific interest. This will be followed by a quick 10 minute recap of each table discussion by the facilitators. 

Roundtable 1:   Investor and occupier demand vs absorption, rent growth and sales      

             Led by: David Hall, Head of Brokerage Industrial &Logistics ANZ, Cushman & Wakefield 

Roundtable 2:   Why being intentional about all forms of workplace diversity is crucial for future-proofing the industrial sector 

            Led by: Stephanie Petrevski, Board & Committee Member, Women in Industrial  

Roundtable 3:   Minimising Industrial’s ecological footprint – how do we play our part in a Circular economy? 

         Led by: Tony Massaro, Partner, KordaMentha Real Estate 

Roundtable 4:   

        Led by:   Camilla Bradley, Executive – Funds Management & Capital ANZ, LOGOS Group 

Roundtable 5:  

      Led by:   Jeremy Cooper, Director, Savills Australia and New Zealand                                  

Roundtable 6:    A.I and Innovation-what is on the horizon, and how do we prep for it now? 

Led by: Richard Phillips, Head of Supply Chain ANZ, JLL 

Facilitators

David Hall, Head of Brokerage Industrial &Logistics ANZ, Cushman & Wakefield

Stephanie Petrevski, Board & Committee Member, Women in Industrial (WiN) 

Tony Massaro, Partner, KordaMentha Real Estate

Camilla Bradley, Executive - Funds Management & Capital ANZ, LOGOS Group 

Jeremy Cooper, Director, Savills Australia and New Zealand

Richard Phillips, Head of Supply Chain ANZ, JLL

What do next generation warehouses look like? This development addresses existing space limitations and meets growing demand for high-quality, well-located warehouse and logistics facilities with proximity to consumers. As land becomes scarcer, particularly in Sydney which is landlocked, and online commerce continues to grow at pace, the need for multi-level warehouse projects is accelerating.

• The role location and proximity play in choosing a site when your strategy is ‘anytime, anywhere, anyhow’
• How warehousing demands and complexity are forcing tenants to claim forward-looking solutions
• Ascent as a spoke in a larger hub and spoke model driving central city delivery in under 60 minutes
• Targeting a 5-star Green Star Design and As-Built rating from the Green Building Council of Australia

Panellists

Matthew Cox, Regional Development Manager – NSW/QLD, Charter Hall 

Stuart Cross, General Manager NSW/ACT, Schindler Lifts Australia 

Facilitator

Jamie Wallis, Senior Manager-Buildings, Fitouts and Performance, Green Building Council of Australia

Occupiers are bearing the brunt of current market forces and needing to be more flexible and innovative than ever before. This panel will unpack pain points and offer an inside look at what it means to be an industrial tenant in 2024 and beyond:

• Where are the pain points for occupiers and what is driving decision making?
• Rental increases- when do we say enough?
• Where are occupiers on the ESG curve and where does the cost burden sit?

• ‘Dark Space’ and thinking outside the box: is repurposing alternate space and taking larger footprints in other cities a long-term solution?

Panellists

Katharina Attana, General Manager, Tasman Logistics Services

Leah Ong, Head of Property & Projects, Sime Darby Motors Group Australia

Facilitated by:

David Hall, Head of Brokerage Industrial &Logistics ANZ, Cushman & Wakefield

This session lifts the lid on key drivers impacting institutional investor decision making in the current market: 

• What are institutional investors wanting in an asset? 
• What makes an investment appealing to an institutional investor? 
• In the current market, how pivotal are cross-organisation relationships in targeting the right acquisitions? 

Natasha French, Investment Director – Development, AustralianSuper

Camilla Bradley, Executive - Funds Management & Capital ANZ, LOGOS Group 

We invite some of Australia’s leading industrial fund managers to unpack industrial real estate trends from the viewpoint of investors and the capital markets:

• Spoilt for choice – which tenants make the grade?
• How will land scarcity influence returns and the demand for the sector?
• Where are cap rates, and how are they impacting acquisitions and sales?

Panellists

Tim Simpson, Fund Manager-Industrial and Logistics, Lendlease 

Anna Maras, Deputy Fund Manager CPIF, Charter Hall 

Toni Ryan, Fund Manager, Realterm 

Facilitator

Tim Jackson, Head of Portfolio, Industrial, ISPT