2nd Annual Childcare & Early Learning Real Estate Summit

Investment, development, construction and design strategies for Australia’s childcare real estate sector

7th - 8th May 2025 | Doltone House Darling Island, Sydney

CONFERENCE | EXHIBITION | NETWORKING

ABOUT THE EVENT

With more parents entering the workforce and an increasing emphasis on early childhood development, demand for childcare services has surged. This growth of this asset has created a robust market, driving investment interest from individuals, institutions, and real estate developers alike.

 

Sales have surged with more than $1 billion in early education transactions over the past three years. There’s also been strong rental growth over this period with rents growing 87 per cent over the past decade and 27 per cent since 2020 alone. Furthermore, the essential nature of childcare services ensures consistent demand, even during economic downturns, making early education properties resilient to market volatility.

 

Back for its 2nd year the Childcare & Early Learning Real Estate Summit will bring together 250+ industry leaders – operators, developers, investors and suppliers – to discuss ideas, build relationships, develop new ways of thinking and receive loads of meaningful content.

Summit

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Thank you for the opportunity to be on the panel for the recent Childcare & Early Learning Summit. I thoroughly enjoyed the event and found it informative and insightful. Particular great to see our sector – developers, funders and management groups come together and put children and their families at the forefront of our thinking, design and expansion.  Quality education in our Early Learning Centres is critical given the vast majority of learning for children happens at ages 0-5, as is our expansion to ensure we meet the needs of our growing population.  The need for our collective thinking is more critical than ever.

Carolyn Morris

CEO, Y Victoria

I was very pleased to be asked to Chair the Childcare & Early Learning Real Estate Summit last week. With over 200 people in attendance, and with nothing short of 'best in class' speakers, a thoroughly informative and enjoyable day. Congratulations to all involved.

Nick Anagnostou

Managing Director, Navigator IC

It was my pleasure to be a panel member at the recent Child care forum.  To receive commentary from all facets of the industry was indeed fascinating and educational.  We have all issues in turbulent times, but what is apparent is the desire to all achieve success.  The Forum confirmed this and helps plot a way forward

Mark Delaney

Childcare Portfolio Fund Manager, Social Infrastructure - Real Estate Investment, Australian Unity

Probably the most valuable education and networking event that I have attended for sometime, with all of the key stakeholders for Childcare development and centre operation represented in a single forum.

Derek Miller

Director, Hampton Property Group

The Program

Childcare & Early Learning Real Estate Summit will bring together senior leaders to discuss the following topics:

Meet the Speakers

Martin Stokie

Presiding Commissioner, Productivity Commission

Melissa Falero

Head of Operations, Thrive Early Learning Centres

Travis Butcher

Fund Manager - CQE, Charter Hall

Jenni Gaffney

Head of Operations, Young Academics

Chiang Lim

CEO, ACA NSW

Lynda Salvo

CEO, Explorers Early Learning

Nick Anagnostou

Managing Director, Navigator IC

Natalie Couper

Partner & Childcare Specialist, Burgess Rawson
7-8 May 2025

Conference Schedule

Wednesday 7th May 2025

08:00

Conference registration & morning coffee

09:00

OPENING REMARKS

Fergus Cunningham, Conference Director, FuturePlace
09:10

CHAIR'S OPENING ADDRESS

Where is the Childcare Real Estate Sector headed and what can we expect in the years ahead as Australia goes through unprecedented population growth and opportunities within the sector.

Nick Anagnostou, Managing Director, Navigator IC

INDUSTRY LEADERS BIG PICTURE OUTLOOK ON CHILDCARE REAL ESTATE

09:20

SPECIAL ADDRESS: Navigating the Future of Childcare: Demographic Trends and Evolving Needs in Australia

As Australia’s population continues to grow and shift, understanding the evolving demographic trends is critical for anticipating future childcare needs. This presentation explores how local, regional, and national population dynamics are reshaping the childcare landscape, and how stakeholders can leverage demographic data to make informed decisions. Discover key insights into where childcare demand is expected to rise, and how these trends will shape the sector over the next 15 years.

  • Understanding Australian demographic trends in the context of local, regional and national childcare needs and developments
  • With an increasing population what does this mean for childcare demand and where can we expect the biggest regional and local shifts in population demographics?
  • Leveraging demographic data to uncover childcare demand trends for the next 15 years
Brian Haratsis, CEO, Macroplan
09:45

INDUSTRY LEADERS PANEL DISCUSSION: Charting the Latest Developments in the Australian Childcare Sector to Better Understand the Future Direction of Growth and Uncover Opportunities for Development

In the context of a $3.6 billion governmental pledge to the childcare industry, new recommendations from the Productivity Commission and growing interest to chart a course towards universal early childcare education, there has never been a more important time to stay updated with events in the Australian childcare real estate sector! Join industry leaders for a power-packed interactive conversation to:

  • Uncover the current state of play in the childcare real estate market: Where have we been, where are we now and where are we going?
  • Understand how the Productivity Commission’s recommendations are likely to influence Australia’s childcare model and how such recommendations may affect the childcare real estate
  • Explore how a change in the political landscape post-election might alter the childcare market
  • Learn how a $3.6 billion commitment to increase pay by 15% could be distributed and how might it affect the childcare landscape?
Panellists:
Martin Stokie, Presiding Commissioner, Productivity Commission
Travis Butcher, Fund Manager - CQE, Charter Hall
Chris Mulcahy, Head of Property, Guardian Childcare & Education 
Chiang Lim, CEO, ACA NSW
Facilitated by:
Natalie Couper, Partner & Childcare Specialist, Burgess Rawson
10:30

Morning coffee & networking break

Join us for an exciting networking session designed to connect you with industry leaders in the childcare real estate sector! This is your chance to introduce yourself and engage in meaningful conversations that can lead to valuable business relationships. Come prepared with your insights and questions to make the most of this face-to-face time with some of the brightest minds in the field!

11:10

INTERACTIVE ROUNDTABLE DISCUSSIONS

In this interactive session, you can choose a focus group that aligns with your interests, allowing for deeper engagement on topics that matter most to you. Each roundtable will be led by a prominent voice in the industry, guiding discussions that will empower you to address your greatest challenges and uncover new possibilities.

ROUNDTABLE 1: Organic growth and the pitfalls of partners

Moderated by: Max Bergh, CEO, Amiga Montessori & Karen Mills, Head of Operations, Amiga Montessori

ROUNDTABLE 2:  Inorganic growth strategies for childcare operators: Challenges and opportunities

Moderated by: Nicholas Siliato, Head of M&A, Affinity Education

ROUNDTABLE 3: Funding for growth, development & operational plans

Moderated by: Mark Hamilton, Director Early Education, NAB

ROUNDTABLE 4: Flexibility in leasing models: Tailoring childcare real estate agreements to dynamic market needs

ROUNDTABLE 5: Revolutionising childcare facilities: Innovations and challenges in developments

ROUNDTABLE 6: Key considerations for investing in childcare real estate

Max Bergh, Chief Executive Officer, Amiga Montessori
Karen Mills, Manager of Operations, AMIGA Montessori
Nicholas Siliato, Head of M&A, Affinity Education
Mark Hamilton, Director, Childcare, NAB
12:00

The Future of Childcare Property Development: Trends, Opportunities, and Challenges

This session explores the evolving landscape of childcare property development, focusing on the trends shaping the sector, the opportunities for growth, and the challenges faced by stakeholders. Gain insights into market dynamics, regulatory considerations, and innovative approaches that are redefining how childcare facilities are planned, built, and managed.

  • Examining the latest data and trends driving demand for childcare properties in Australia
  • Identifying investment hotspots, emerging business models, and untapped potential in the sector
Chris Raywood, Director , Property, Oreana Property Group
12:20

Lunch & Networking Break

CORPORATE TRANSACTIONS & CAPITAL FLOWS

13:20

Investment Dynamics in Childcare: Insights into Capital Flows and Private Equity Trends

Delve into the evolving investment dynamics within the childcare sector, focusing on capital flows and private equity trends shaping the industry. Hear about the supply and demand drivers behind the sector’s growth and explore the investment models that support it. Gain insights into the current landscape of early learning real estate, as well as the key transaction trends and market metrics influencing investment decisions.

  • What does the latest data on the early learning sector tell us about supply and demand dynamics and the level of investment needed to support growth
  • Reviewing the investment landscape for early learning real estate and different investment models
  • An overview of the latest transaction trends being observed in the market
Justin Bailey, CIO, Arena REIT
13:40

PANEL DISCUSSION: Unpacking Corporate Transactions & Capital Dynamics in the Childcare Real Estate Sector

As interest from equities begins to return to the Australian childcare sector post-ABC collapse, institutional and private investors are paying more attention than ever to capital flows and transactional details. This panel brings together industry experts, financial analysts, and leading investors to discuss the intricate dynamics shaping corporate transactions within childcare real estate. Join us for an engaging discussion that will explore key trends in capital movement, the impact of recent market shifts, and emerging opportunities for investment. Whether you are an established investor or new to the sector, this session will equip you with the knowledge needed to navigate the complexities of childcare real estate investment.

  • Identifying demand drivers in childcare private equity: Key buying trends and metrics shaping investment criteria
  • Assessing the private equity landscape in childcare real estate: Sources of investment capital and how they compare to other sectors like housing, office, and industrial
  • Exploring the latest investment insights in the childcare sector to analyse capital flows and optimise returns
Panellists
Justin Bailey, CIO, Arena REIT
Carla Hayes, Deputy Fund Manager Social Infrastructure, Charter Hall
Jason Walter, Partner - Head of Real Estate, Federation Asset Management
Cameron Bell, Senior Analyst – Equity Research, Canaccord Genuity
Facilitated By:
Benjamin Martin-Henry, Head of Real Assets Research – Pacific, MSCI
14:20

Childcare Finance: Using Leverage to Grow

Discover how leveraging tailored financial solutions can drive sustainable growth in the childcare and early learning sector. This presentation will explore the strategic use of innovative finance options to expand childcare operations, from acquisitions to refurbishments and scaling multi-site portfolios. With government support and growing demand in the sector, securing the right financing can enable operators to meet their goals without compromising cash flow or existing banking relationships. Finexia, a leader in private credit and structured financing, will share insights and actionable strategies to help childcare operators capitalise on industry opportunities and ensure long-term success.

  • Unlocking financial potential: leveraging innovative financing structures to support growth, acquisitions, and refurbishment projects​​.
  • Strategic use of capital: managing pre-opening and operational costs such as marketing, staff expenses, and fit-outs​​.
  • Maximising growth opportunities: strategies for multi-site rollouts, accessing tailored loans, and navigating key financial considerations specific to the childcare industry​​.
Patrick Bell, CEO, Finexia
14:40

Afternoon Coffee and networking break

HARNESSING TECHNOLOGICAL ADVANCES TO DRIVE INNOVATION, SUSTAINABILITY & EFFICIENCY

15:20

Harnessing Data and AI: Transforming Childcare Location, Leasing, and Investment Decisions

Data and AI are revolutionising the childcare property sector, offering innovative tools to enhance decision-making and streamline processes. In this session you’ll hear how mass mobility data and advanced AI technologies are being leveraged to optimise childcare location selection, automate complex leasing processes, and drive data-informed investment strategies.

  • Use of Mass Mobility Data to make informed childcare location decisions
  • How AI is used to automate the lease abstraction process
  • How AI is being used to make data driven investment decisions in childcare
Simon Fonteyn, Independent PropTech Consultant,
15:40

INNOVATION SPOTLIGHT I:

Join some of the childcare sector’s most innovative thinkers as they discuss how they are transforming the future of childcare real estate through cutting-edge technology, design, and services. In this dynamic rapid-fire session, five forward-thinking companies will present their groundbreaking approaches, offering valuable insights into the latest trends and solutions in the industry. Don’t miss this opportunity to discover new ideas and connect with leaders who are driving change!

TALK 1: Getting more from your childcare management software
Kheang Ly, Co-Founder, OWNA

TALK 2: Maximising your casual workforce
Jessica Buddle, Co-Founder & GM, Z Staffing

TALK 3: A Design & Construct (D&C) methodology to help better shape today’s childcare and early learning environments
Joe Kelley, Project Consultant, Coverite Projects

TALK 4: Revolutionizing Data Access: Innovative Solutions Beyond Drilling
Rod Gray, Senior Associate, Douglas Partners

TALK 5: Smart Properties, Safer Kids: AI Powered Security in Childcare Real Estate
Jesse Casselini, Director of Sales, Verkada

Kheang Ly, Co-Founder, OWNA
Jessica Buddle, Co-Founder & GM, Z Staffing
Joe Kelley, Project Consultant, Coverite Projects
Rod Gray, Senior Associate, Douglas Partners
Jesse Casellini, Head of Sales, Verkada

THE FUTURE OF CHILDCARE REAL ESTATE IN AUSTRALIA

16:20

FIRESIDE CHAT: Looking to the future of childcare development in Australia, government support and what that means for the real estate sector

Unpack the emerging trends, shifting market dynamics, challenges and opportunities that lie ahead. Gain valuable insights into where the sector is headed and what the future may hold for investors, developers, and operators. Don’t miss this opportunity to hear expert perspectives on shaping the future of childcare real estate.

Nick Anagnostou, Managing Director, Navigator IC
16:50

Chairs closing remarks

Nick Anagnostou, Managing Director, Navigator IC
17:00

Drinks Reception

Thursday 8th May 2025

08:00

Conference registration & morning coffee

09:00

OPENING REMARKS

Fergus Cunningham, Conference Director, FuturePlace
09:05

CHAIRSPERSON'S WELCOME

Chiang Lim, CEO, ACA NSW

OPERATING SUCCESSFUL CENTRES – WHAT OWNERS & OPERATORS NEED TO KNOW

09:20

Unpacking Corporate Transactions & Capital Dynamics in the Childcare Real Estate Sector

There is no doubt that the value of a childcare centre as a real estate and investment asset is directly tied to the success and ability of the operator to deliver value as a business. This panel will explore the challenges and opportunities faced by the owners and operators of childcare centres. As demand for high-quality, accessible early childhood education and care (ECEC) grows, it is crucial to understand the business dynamics, regulatory challenges, and future prospects within the childcare real estate sector.

  • Market Demand and Location Strategy: Discuss how increasing demand for childcare services shapes location decisions, focusing on underserved areas and using demographic trends for site selection.
  • Regulatory Compliance and Standards: Explore the impact of National Quality Standards (NQS) on facility design, operations, and costs, and how operators prepare for future regulatory changes.
  • Property Design and Adaptability: Discuss the importance of facility design in meeting regulatory requirements, adapting to future needs, and the choice between refurbishing vs. new builds.
  • Investment Opportunities and Growth Outlook: Identify growth opportunities in the sector, the role of private investment, and how technology is shaping future business models for childcare operators
Panellists:
Max Bergh, Chief Executive Officer, Amiga Montessori
Chris Fischer, CEO, Paisley Park
Lynda Salvo, CEO, Explorers Early Learning
Simone Andrews, Growth & Business Strategy Manager, Aspire Early Education
Facilitated by:
Carolyn Morris, CEO, YMCA Victoria
10:00

Sticky Points – Common legal negotiation issues in Childcare M&A

Childcare M&A in Australia has become increasingly mature and sophisticated. Whilst it is true that no two deals are exactly the same (because no two businesses are); as legal advisors we regularly encounter the same key negotiation points whether acting buy-side or sell-side in childcare M&A transactions. In this presentation we will touch upon recurring issues, delve into the competing interests of buyers and sellers, and give our insights into effectively navigating negotiations.

  • Recognising, and pre-empting, key legal negotiation issues in childcare M&A transactions
  • Understanding competing interests of buyers and sellers
  • Trying to find the elusive “market standard”
Paul Henry, Principal, Hitch Advisory
10:20

Morning coffee & networking break

11:00

PANEL DISCUSSION: Inorganic Growth Strategies for Childcare Operators: Opportunities and Challenges

This panel will delve into the various inorganic growth strategies employed by childcare operators, focusing largely on acquisitions, franchising, partnerships, and diversification. Experts from the childcare sector, investment firms, and regulatory bodies will discuss the benefits of these approaches, including accelerated market expansion and enhanced service offerings.

  • Exploring Acquisition Strategies: Analysing the motivations behind acquiring existing childcare centres and the impact on market positioning and service delivery
  • Franchising as a Growth Model: Discussing the benefits and challenges of franchising for childcare operators and how it can facilitate rapid expansion
  • Building Strategic Partnerships: Examining successful collaborations between childcare providers and other organizations, and their role in enhancing service offerings and community engagement
  • Navigating Integration and Compliance: Addressing the complexities of integrating new operations, maintaining service quality, and ensuring compliance with regulatory requirements during periods of growth
Panellists:
Melissa Falero, Head of Operations, Thrive Early Learning Centres
Nicholas Siliato, Head of M&A, Affinity Education
David Niall, Director, Smart Planning and Design
Paul Henry, Principal, Hitch Advisory
Facilitated by
Chiang Lim, CEO, ACA NSW
11:40

Innovative Design and Construction: Shaping the Next Generation of Childcare Facilities

This presentation highlights the groundbreaking design and construction practices that are shaping the future of childcare facilities. Explore the latest trends in architectural innovation, sustainable building practices, and the integration of technology to create environments that support children’s development and meet the evolving needs of childcare providers.

  • Exploring cutting-edge architecture and interior design that prioritize safety, functionality, and child development
  • Examining eco-friendly building materials, energy-efficient designs, and sustainable construction practices in childcare facilities
  • How modern technologies are being incorporated into childcare facilities to enhance learning, safety, and operational efficiency
Megan Black, COO, Futuro Early Learning
Gavin Jennings, CEO, Futuro Early Learning
12:00

The Innovative Practices in Design and Construction Creating the Next Generation of Childcare Facilities

In the context of ever rising costs of construction and the published construction codes and standards from CCC22 beginning to take effect, leaders from construction & architecture are continually being asked to demonstrate innovation and best practice in order drive down costs and deliver more value. Hear from those at the forefront of construction, design and operations to understand how innovation is helping to deliver the next generation of childcare facilities and how these innovations ultimately translate to a real world setting within a working centre.

  • Uncovering creative opportunities is design and build to add value to your childcare centre
  • Capitalising on lucrative opportunities in greenfield and brownfield sites for new site construction
  • Shaping the future of childcare centre design with innovations in architecture
  • Understanding how innovation in design is driving space utilisation
Panellists:
Andrew Daly, Director, Supercontext
Sherif Saad, Director, ArtMade Architects
Jenni Gaffney, Head of Operations, Young Academics
Facilitated by:
Troy Owen, Director, ON Architecture
12:40

LUNCH & NETWORKING

CHALLENGES AND OPPORTUNITIES IN CHILDCARE PROPERTY DEVELOPMENT

13:40

INNOVATION SPOTLIGHT II:

Join some of the childcare sector’s most innovative thinkers as they discuss how they are transforming the future of childcare real estate through cutting-edge technology, design, and services. In this dynamic rapid-fire session, five forward-thinking companies will present their groundbreaking approaches, offering valuable insights into the latest trends and solutions in the industry. Don’t miss this opportunity to discover new ideas and connect with leaders who are driving change!

14:20

PANEL DISCUSSION: Understanding the Complexities of Childcare Property Development to Build Better Centres

Development models in the childcare space are becoming increasingly complex as they reflect the diversity of stakeholder involvement between investors, developers and operators. Stakeholders are increasingly looking to tailor or innovate their involvement in the development models to deliver value, longevity and ultimately maximize return. This is your opportunity to hear from the investors, developers and operators as they discuss the opportunities, challenges and risks associated with specific development models. Join this panel to better understand what makes a development model work and how stakeholders can strive for synergy and deliver value.

  • With development, construction and operational costs continuing to rise what lies on the horizon for childcare development opportunities?
  • Unleashing the latent value of land: Strategic approaches to maximize future development opportunities
  • Creating synergy between developer’s and tenants to better understand what’s important and maximize value and longevity from sites
Panellists:
John Nguyen, Co-Founder, Devio
Chris Raywood, Director , Property, Oreana Property Group
Josh Twelftree, Director and Owner, Essentia Property
Stefan Piruk, Development Director, Jarra Property
Facilitated by:
Vanessa Rader, Head of Research, Ray White

CLOSE OF SUMMIT

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The Childcare & Early Learning Real Estate Summit presents unique annual opportunities across a number of channels, all designed to deliver business development and leadership opportunities.

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