THE MACROECONOMIC PICTURE:

Unpacking the November 2017 ‘upbeat’ IMF assessment and why the macroeconomic environment has changed significantly over the past 12 months. With better reserves, falling inflation, stable exchange and more; the IMF predicts stable and continued growth, but what impact will elections have on the market, and what does this all mean for the real estate market? Plus, Angola Vs Mozambique comparisons: Lessons learnt, future outlook and key economic growth areas.

GAS RELATED INFRASTRUCTURE PROJECTS AND THEIR EFFECT ON THE LOCAL REAL ESTATE MARKET:

Unpacking some of the largest infrastructure projects taking place and what it means for the property sector in the short and long term. A look at the Nacala port extension; Xai Xai Airport; Maputo Port extension; the Palma Airport projects and more.

THE MULTIPLIER EFFECT:

This session decodes the effects of oil and gas booms on local real estate markets with key data, metrics and learnings taken from Angola and Nigeria. Will the changing supply/demand dynamics create a new industry paradigm?

• What opportunities will arise across the built environment spectrum? Will there be revised demand for A-grade office properties and multifamily properties / apartments? How have specifications, sizing, location and pricing changed since the last supply cycle? Will stricter measures on cost discipline be implemented?
• Exploring the risks and rewards of Oil & Gas boom & bust cycles for the commercial real estate (CRE) sector and services
• Unpacking the actual impact on scale and volume for the real estate sector. Should real estate professionals, developers and investors start positioning themselves for growth?

A FOCUS ON VALUATION:

Gauging what is fair value in Mozambique has remained a complex undertaking for investors, due to an historical data deficit and a rapidly fluctuating macroeconomic environment. Key focal points for review to aid investor decision making include: Metrics, Standards, Ethics, Land Value, FX Fluctuations and Benchmarking.

MOZAMBIQUE WITHIN THE AFRICAN CONTEXT:

The country’s re-emergence as an investment destination has been beset by macroeconomic headwinds and policy trials. What regional markets provide parallels and where is the country on the development cycle map? Key focus areas to include:

• How does Mozambique compare to SADC, East Africa and West Africa?
• Positives / Negatives
• Market Cycles and Dynamics
• African and Global Trends

INDUSTRIAL / WAREHOUSING REPORTS & PROJECTS REVEALED:

• Industrial Report: We unpack the sector with the first report on the Mozambique industrial sector
• Agility’s new 29ha A-Grade Warehousing Development Unpacked: An analysis of international warehousing giant, Agility’s development on the Maputo Ring Road.

A NEW ERA FOR CONSTRUCTION AND PUBLIC WORKS IN MOZAMBIQUE:

Reducing the cost and improving the ease of construction and development across the real estate ecosystem is a major driver for MozamReal. We unpack the new public and private sector framework for built-environment developments that will improve building codes, licensing and easing of permits to fast-track growth in the sector.

THE BRIDGE TO GROWTH? A DETAILED PRESENTATION & DISCUSSION OF THE KATEMBA BRIDGE AND MASTERPLAN:

Unlocking the end- to-end to strategy of how Africa’s longest suspension bridge will impact Maputo and surrounds. How will the market adapt, and how can developers position themselves for future development and which sectors are ripe for investment and development in Katemba?

THE ROADMAP TO BUILT ENVIRONMENT FINANCING:

Enhancing and developing expertise and access to deeper pools of finance and funding in the commercial real estate sector. Key session highlights to include:

• Debt Funding for local real estate and construction projects
• Introduction of the Investment Funds
• Collateral and Securities
• Enabling regulatory framework
• Exits

AFFORDABLE HOUSING:

Growing in significance as a business case; the opportunity to deliver housing at scale requires private and public sector coordination to work, but first we need to define what is affordable and can the market deliver at this level?

• CAHF Presentation: Decoding the affordable housing challenge by examining Mozambique within an African context by the Centre for Affordable Housing Finance.
• Discussion session: Unpacking affordability, credit access and construction costs.

HOTELS: TIME TO DEVELOP & THE DIGITAL IMPACT:

Pressured by falling demand and the entrance of new services like AirBnB, the hospitality sector, especially the business sector has remained static. Yet the country’s measured recovery and coming gas boom points to a market that will rapidly transform. It is it now time to invest and how many keys, and where is the opportunity in the resilient leisure market?

MID-TIER TO HIGH END HOUSING:

The return of Expat demand? Greater investment and deal making in the economy is squeezing the available rentals within the mid to high end housing market – is there opportunity, land and funding to meet demand? Top focus areas to include:

• Current supply and demand metrics
• Rentals and Price Points
• Key locations and growth areas
• Deal structures and corporate leases

A FOCUS ON BEIRA & NAMPULA:

Detailed presentations and discussions on Mozambique’s second largest cities.