The slides for Ross Dawson's keynote at the executive offsite of a major real estate investment fund.

1. The World
in 2030
Implications for
Real Estate Investment
▪ Futurist
▪ Strategy advisor
▪ Author
@rossdawson

3. Source: OECD
Increasing divergence in performance

4. Future
Acceleration
Society
Structure
Capital
Work
Retail
Cities
Logistics

5. Future

6. What did NOT exist 11 years ago

7. Shifts in value
Global Leaders by
Market Capitalisation
Q1 2009 (US$ million)
Global Leaders by
Market Capitalisation
Q1 2019 (US$ million)

8. The value of predictions

9. Structured thinking about the future

10. Image: parkeyparker
Trends and driving forces

11. Image: Daniel Dionne
Critical uncertainties

12. Responses to trends
Image: Aaron Parecki

13. How far? How fast?
Source: OurWorldinData, UN, HYDE

14. Scenarios to incorporate uncertainty
Resource
Affluence
Resource
Poverty
Cohesion
Fragmentation
New
horizons
Agent
economy
Humanity
maturing
Shock
treatment
RESOURCES
AVAILABILITY
COHESION

15. How could this happen?

16. Acceleration

17. Everyone and everything connected

18. Image: Mark Pegrum
Acceleration
Vibration
Water levels
Leaks
Acoustic/Ultrasound
Light
Solar intensity
Chemical/Gas
Odour
Pollution
Motion/Velocity/Displacement
Electric
Magnetic
Position
Biological process
Proximity
Flow
Pressure
Force/Strain/Load/Torque
Temperature
Humidity/Moisture
Air pressure
Sensors everywhere

19. Machines that learn

20. Source: Electronic Frontier Foundation
Exceeding human performance

21. Data aggregation strategies
Source: EasySolutions

22. The next interface beyond smartphones

23. Society

24. Source: Australian Bureau of Statistics
A growing nation
0
5
10
15
20
25
30
35
40
45
2017 2022 2027 2032 2037 2042 2047 2052 2057 2062
Millions
Australian Population by Age (Forecast B)
0-18 19-35 36-50 51-65 66+

25. Source: Australian Bureau of Statistics
The changing face of Australia
0
50000
100000
150000
200000
250000
300000
350000
400000
2005 2006 2007 2008 2009 2010 2011 2012(c) 2013 2014 2015 2016 2017(d)
Immigration to Australia by country of birth
UK + Ireland Other Europe Middle East China India Other Asia Other

26. Power to the individual

27. Excellence

28. Immediacy

29. Environment

30. Structure

31. Brain Internet
Applications
Organisations Industries
Proteins Actors
Society
Politics
Contagion
Networks everywhere

32. “Ranked by market value, 60 of the
world’s 100 largest corporations
earn at least half of their revenue
from platform markets”
- Prof. Thomas Eisenmann, Harvard Business School

33. enable
value-creating interactions
between
external
producers and consumers,
based on an
open infrastructure
and
governance structures
Adapted from: Platform Revolution, Parker, van Alstyne and Choudhary
Platforms

34. The many layers of platforms
Technology standards
Platform business models
Company-as-Platform
City-as-Platform
Social platforms
Technology platforms
Government-as-Platform

35. Value creation across ecosystems

36. Work

37. Continuous job destruction and creation

38. Work can be done anywhere

39. Automating manual tasks

42. Bounded Unbounded
Organisations are networks

43. Completely fluid roles and work

44. Retail

45. Experience
Experience
Personalisation
Immediacy Community

46. In-store interfaces

47. Personalised experience

48. Push-button buying

49. Communities around stores

50. Linking physical and digital

51. Cities

52. No driver required

53. Automation and regulation
Source: SAI International/ Vox

54. Dynamic traffic management

55. Fluid work and workspaces

56. Logistics

57. Warehouse automation

58. Industrial 3D printing

59. Drone delivery

60. Route optimisation

61. Decentralised logistics
Source: Alibaba Group SEC Filing

62. Capital

63. Capital driving transparency

64. Disaggregation of reporting and AI

65. Accounting for externalities

66. Future
Acceleration
Society
Structure
Capital
Work
Retail
Cities
Logistics

67. The only way
you can control your destiny
is to be more flexible
than your environment
- The Law of Requisite Variety