Agenda

TIME	AGENDA

10:00	Welcoming Speech, Opening Remarks & Thank You Sponsor Speech By Forum Producer
10:05	Forum Introduction & Highlights On Forum Day 1 Key Sessions By Chairperson
	Karen Dwyer Director Dwyer Law Ltd

Case Studies Of Successful BTR Projects

10:15	Innovative Build-To-Rent-To-Own Model: Why Assemble’s Housing Model Is A Game Changer
	Assemble’s innovative alternative housing model, known as Assemble Futures, offers a genuine pathway to homeownership. Residents begin their journey in an Assemble apartment development with a five-year lease, with an option to purchase their apartment at a pre-agreed price, at the end of the lease period. The company also offers complementary financial coaching to residents to help them achieve their savings goals to buy their apartment at the end of the lease if they decide they want to. The developer currently has three projects on offer under the Assemble Futures housing model in Victoria, and launched its latest at 4 Ballarat St, Brunswick earlier this year to meet the demand.
	Rebecca Shackleton Director, Relationships & Marketing Assemble

10:50	New Zealand’s Residential Market’s Immaturity. A Problem Yes, But A Development Opportunity Too, Including Build To Rent
	Build-to-rent has been popular in the UK and Australia over the last decade, but has not yet taken off in New Zealand. This session will cover what are the opportunities for build-to-rent in New Zealand among local and international investors.
	Natasha Sarkar Director CBRE \| Structured Transactions & Advisory Services

11:25	Case Study Of West Australia’s First BTR Apartment Community: The Element 27 BTR Project In Subiaco, WA
	The new rent disruptor Starting a groundswell of Australian build-to-rent development Turning the rental market on its head The tenant as the customer. Coming in with your pets Benefiting from the forward thinking of the City of Subiaco and Metropolitan Redevelopment Authority
	Georgina Duckworth Director Client Services/Marketing Sentinel Real Estate Corporation
	Keith Lucas Managing Director Sentinel Real Estate Corporation

12:00	Considering Deliveries Into The Building For Sustainable BTR Communities
	Deliveries into the building are an important aspect of property management and design when developing successful sustainable Build-To-Rent communities. Tenants are demanding more sustainable homes as well as the convenience and flexibility of modern technology. Solving sustainable deliveries in the built environment is part of the current set of challenges. According to the Australian Retailers Association, the pandemic accelerated retail trends by a decade. As BTR takes hold in Australia, the opportunity to respond to the current challenge – with a sustainable solution – is enormous. On-premises delivery lockers allow asset owners to satisfy modern expectations and retain tenants, achieving lower operational costs and higher yields whilst also supporting sustainability and wider ESG goals.
	Lynne Thornton Director Groundfloor™

12:30	*Luncheon Break*
13:30	Affordable Build Model: Case Study On How Rent Converters Helps Make Homeownership More Accessible For More Australian
	This session will focus on the Affordable Build Model they have created and what is being done at Rent Converters to help make homeownership more accessible for more Australians The 3 phase plan of entry they have created along with the 5-year forecast
	Matt Lanigan Managing Director Rent Converters

14:05	Case Study: Making Affordable Housing A Reality In Cities
	How BTR Model, Modular Delivery System And Collective Community Can Impact Delivery Platform As Well As Focus On Affordability And Environmental Resilient Outcomes
	Nick Lane Executive Director and Founder Passive Place

BTR Project Feasibility, Development And Financing Considerations

14:40	Mirvac Strategic Case Study: Creating Australia’s First Institutional Build-To-Rent Investment Platform
	In a push to establish a viable build-to-rent sector in Australia, ASX-listed property group Mirvac has announced the formation of the Australian Build-to-Rent “club” It has won substantial commitments, including a cornerstone investment from the Clean Energy Finance Corporation for a 30 per cent interest in the club. The club will look to expand to a portfolio of 5-6 properties in Sydney and Melbourne and is reportedly targeting an initial yield of 4.5 per cent to potential investors Mirvac plans to grow the club over time partnering with investors interested in what could eventually become a $300 billion sector In this session, explore the central role of investments to accelerate growth for BTR developments and Mirvac’s vision for the club
	Victoria Tavendale General Manager, Real Estate Operations Mirvac

15:15	Panel Discussion Where Are The New Opportunities For BTR development In Australia And New Zealand?
	Identifying the locations and opportunities Overcoming financial & legal hurdles Essential elements in planning phase Optimise asset strategies Design with BTR tenant in mind Appeal to the right investor Design with flexibility in mind
	Moderator: Nick Lane Executive Director and Founder Passive Place
	Hanna Ebeling Chief Executive Officer SEFA
	Matt Lanigan Managing Director Rent Converters
	David Hill Director, Alternative Investments – Australia JLL
	Melissa Neighbour Principal Planner SKY Town Planning

15:45	Closing Remarks By Forum Chairperson
	Karen Dwyer Director Dwyer Law Ltd

TIME	AGENDA

10:00	Welcoming Speech, Opening Remarks & Thank You Sponsor Speech By Forum Producer
10:05	Forum Introduction & Highlights On Forum Day 2 Key Sessions By Chairperson
	Karen Dwyer Director Dwyer Law Ltd

BTR Successful Case Study

10:15	Learning Lessons From How Purpose Built Student Accommodation (PBSA) Has Taken Off In Australia And Implications For BTR Sector
	As a residential development product designed for long-term rental use, PBSA has clear similarities with the BTR model. The PBSA sector has experienced rapid growth along with the globalisation of higher education, as well as demand from global investors for income-generating assets in Australia. PBSA net 6-8% rental return, through organising multiple independent leases of unrelated tenants, as well as an exclusive focus on small units and provision of add-on services which typically yield higher returns In this session, explore how PBSA has taken off in Australia and the key lesson learnt and implications for BTR developers.
	Paul Savitz Director, Operational Capital Markets Savills Australia & New Zealand

10:50	Innovative Funding Model To Increase The Supply Of Social And Affordable Housing
	Understand how a voluntary tax-deductible contribution can change the face of social and affordable housing How the whole sector get be involved in a positive and simple solution How the BTR model can help generate donations through lease agreements
	Sarah Witty National Partnerships Manager Homes for Homes

11:25	Investment Review And Outlook: Build-To-Rent Four Values Same But Different
	David Hill Director, Alternative Investments – Australia JLL

12:30	*Luncheon Break*
13:00	How Technology Can Influence BTR Projects
	The 4th industrial revolution is happening before our very eyes. Connectivity, connection and automation are all things that are a norm as part of society. We actually get frustrated when the Netflix buffering is slow. This is no different to how residents will live in apartments. With not only constructing a beautiful building with spacious apartments and great amenities being important, the ongoing resident experience is paramount to the success and longevity of BTR projects. This session will showcase how technology implemented in a smart and holistic way can ensure a successful ongoing resident experience, whilst future proofing the building for generations.
	Chris Efthimiou Commercial Director Erin Living

Innovative BTR Models

13:35	Build To Rent And UKO Co-Living: The Future Accommodation Model
	What is the future accommodation model and how it works? Who owns the scheme and the individual units? How can co-living work with Build to Rent?
	Rhys Williams Co-Founder UKO-Co-Living

BTR Strategic Considerations

14:10	Rentvesting – 7 Principles For Building To Rent In Australia
	Jonathan Fordham Director Capital Edge Pty Ltd

14:45	Closing Remarks By Forum Chairperson
	Karen Dwyer Director Dwyer Law Ltd

TIME	AGENDA

09:00 – 11:00	VIRTUAL WORKSHOP: Tax Planning, Legal Structuring & Funding For BTR
	A Comparison and Examination of Tax Environments where BTR markets are more successful: UK and US Overview of Australia’s withholding tax system and land tax, on returns from BTR investments Currently, build-to-rent is denied the concessional tax rate of 15 per cent that applies to income from most other property asset classes for foreign investors in managed investment trusts. For BtR to qualify for the MIT concessional rate, it should be classified as ‘commercial residential’ Transfer duties, Local government rates involved Securing land grants for BTR Doubling the withholding tax rate from 15 per cent to 30 per cent on MIT fund payments to foreign investors Examing current GST treatment of BTR, vis-à-vis BTS Structuring a BTR project BTR business models Executing the financial close of a BTR project How foreign investors view the ANZ market, going forward
	Manuel Makas Managing Partner Greenwoods & Herbert Smith Freehills
	Chris Neil Partner Greenwoods & Herbert Smith Freehills
	Jane Hodder Partner Real Estate Melbourne Herbert Smith Freehills
	Melita Cottrell Partner Finance Sydney Herbert Smith Freehills
	Niresha Mudalige Senior Associate Real Estate Melbourne Herbert Smith Freehills

11:00 – 11:45	VIRTUAL SITE TOUR: Experience UKO Glebe
	Glebe UKO is a flagship co-living property located in one of the most desirable corners of Sydney. Glebe studios are highly modern and intelligently crafted. Each studio has been designed as a flexible self-contained space with scandinavian design qualities.
	Rhys Williams Co-Founder UKO-Co-Living
	*Space In Each Site Tour Is Limited, Registrations Will Be Available On First Come, First Reserved Basis.