Where UK Real Estate Opportunity Meets International Capital

The opening panel will examine where the strongest opportunities are emerging across UK real estate and why they are investable. Rather than treating UK property as a single market, the discussion will explore differences between regions, asset classes and investment strategies.

• Where value is emerging by region and asset class

• The continuing evolution of living and operational real estate

• The outlook for offices and other assets undergoing repricing or repositioning

• The impact of EPC and sustainability requirements on valuations and investment decisions

• Whether the redistribution of economic activity, investment and growth beyond London is creating new

regional opportunities

• The role of international capital in UK regional markets

• The yields, returns and underlying deal logic supporting current investment decisions

Having identified where opportunities may exist, the second panel will consider how investors can structure capital, debt and ownership to make those opportunities work. The session will bring together perspectives from investment, finance, lending and professional advisory, with a particular focus on the role Jersey can play in supporting UK and international real estate investment.

• How capital and ownership structures are evolving

• The financing and debt environment

• The considerations influencing the choice of investment structure and jurisdiction

• How Jersey structures are used in real transactions

• What investors and advisers require from an effective structure

• How structuring decisions can influence flexibility, financing and eventual returns

• When Jersey offers a compelling proposition compared with alternative jurisdictions

Every opportunity carries risk. The final panel will examine the factors capable of eroding returns, disrupting transactions or fundamentally changing an investment thesis. The emphasis will be firmly on investment consequences: identifying risks early, understanding their potential impact and considering how investors can protect the downside.

• Operational and cyber resilience

• Counterparty and beneficial ownership risk

• Financial crime considerations

• Institutional investment and fund-management disciplines

• Financing and portfolio risk

• Asset management and restructuring

• What happens when investments or structures come under pressure

• Practical lessons from transactions that do not proceed as expected