A senior real estate gathering to discuss deal flow strategies and position Portugal as an investment destination
EVENT MANAGER
On the property map, the Portuguese real estate market witnessed significant investment and deal activities in the past year and main real estate executives foresee future opportunities to position Portugal as an investment destination in the market comeback. What can we expect from the cycle of real estate investments in the upcoming months and how can Portugal remain competitive as a real estate investment destination? To answer this question, Portugal GRI 2022 is a gathering in Lisbon for senior investors, fund managers, asset owners, LP's, GP’s, lenders, developers, and operators active in the Portuguese and European real estate market. Throughout two days, senior real estate executives gather in discussion roundtables to discuss strategies for the upcoming deal flow. Much like a conversation in your own living room, these discussions’ exclusive format allows you to interact and engage freely among peers. Industry leaders will engage in a series of informal roundtables where everyone can participate, and navigate the current challenges presented by actual and future trends. Find the right partners for your business, build valuable relationships, and keep the conversation going.
Macroeconomic Challenges in 2022
Foreseeing Future Opportunities For Portugal?
- How is Portugal ready for economic recovery in a post-pandemic Europe?
- Key Government & Private Investments - What are vital indicators in the medium & long-term?
- Real Estate Market View - Positioning Portugal as an investment destination for international players
- Future Highlights - What are the main challenges ahead & what can be expected in 2022?
Offices Demand
Still ace or facing a demand shuffle?
- Workspace Occupation - How has the space demand impacted leverage, portfolio size, rent payments, and revenue costs?
- Investment Transactions & New Enters - Concentration shows asset resilience?
- Digital Transformation & Urban Integration - How to readjust the management & operations of innovative spaces and urban areas to a value trend towards the suburbs?
- Asset Pricing & Value - Acceleration to newer offices might hinder investment returns on older stock & what to expect from future pricing and values?
Shopping & Retail
Reposition assets or trust the resumption?
- Buy, Sell, and M&A Opportunities - What is the investors' appetite for the new cycle of opportunities?
- Physical Retail, Marketplace & E-commerce - Initiatives to integrate physical-digital environments and enhance customer experience
- Mall as a Hub - Privileged location of assets within large urban centers open up a range of opportunities?
- Reposition of Assets & Mixed-Use Strategies Highlights
Injecting International Capital into Portugal Real Estate
Risky business or seeking to expand investment footprint?
- Smart Money - Likely to pour into Portugal through disciplined international investments?
- Looming Market Corrections - Are they on the horizon?
- GPs-LPs Partnerships - Well-positioned to capitalize on value-add and opportunistic across a wide range of assets?
- Cross-border Capital - From where it is coming and how Portugal should attract and retain more capital?
Portugal Banking & Capital Market
Capital financing of the Portuguese economy outlook
- Banking Financing - Conservative approaches with inflation or finding a new financial lifeline with current prices?
- Investment Allocation - Real estate asset deals to be focused on which opportunities?
- Interest Rates & Inflation - Rising interest rates and the impact of surging inflation
- Opportunity Gap - Gaps in funding needs to leave lucrative openings for investors to fill in the ‘middle of the capital stack’?
- Future Challenges - Ongoing pressure on government and private players funding needs with tighter financial conditions?
Resi for Rent Investment Alternatives
Value-add opportunities or scarcity constraints?
- Demand, Development, and Price - What are the main challenges for the growth of Resi for Rent models?
- Expansion, Retrofit, Refurbishment, and Urban Rehabilitation - How to stand out in the main urban centers?
- Repositioning Assets - What movements to expect in licensing & planning?
- Affordable & Social Housing - Underwriting risks, are all parties aligned?
Light Industrial & Logistics
Continued expansion or already hit a glass ceiling?
- Key Phase - Is Portugal entering in a new state of play of Europe’s light-industrial and logistics investments?
- Investment Destination - Portugal as a cross-border logistics operation to serve the Iberian and European markets?
- Nearshoring Phenomenon - New pipeline projects marked by prime product and location placement?
- More Deals & Projects - Scarcity in assets, will the market foresee a continuation of the pre-lease trends?
Residential Portfolio Strategies
Priced out or room to more?
- Main Urban Areas - Main construction activities & development highlights
- Housing Prices & Sales - Will future demand continue its significant growth pace?
- Rents Increase - Secondary cities as alternative locations of new developments?
- Development Deals & Construction Costs - Pricing out the local markets?
Hospitality Bounce Back
Happy capital or still waiting for tourism recovery?
- Demand & Operating Activity - Ready for the bounce back?
- Hotel Investment Transactions - Capital appetite looking for more deals & opportunities?
- Valuations & Price Expectations - What to expect from prices rising back and future loan refinancing and fundraising?
- Opportunities & New Challenges - Will branded residential and mixed-use developments redefine experience spurred by gradual convergence of hospitality and living sectors?
Liquidity & Capital Flows
Conservative allocations or upside to more risk?
- Assessing Responses to Liquidity & Available Short, Medium & Long Term Reliefs
- What to expect on capital forbearance, commercial terms and debt restructure?
- Raising Capital & Financial Costs - More conservative approaches, or lack of alternative funding?
- NPLs & Distressed - Portfolios going up for sale, more acquisition appetite?
Housing Management & Operational Opportunities
Institutionalisation and active management or operational headaches?
- Asset Operation - Institutionalisation, and active management are the main challenges?
- Shifts in Assets - What transitory changes can we expect and which ones are going to prevail in portfolios?
- Secondary Cities - What will be the role of main and secondary cities to attract more investments and developments?
- Future Trends - Operator, developer, and investor partnerships driving innovative portfolio strategies?
Pan-European Investors
Transaction volumes not there or ready for value capture through the next cycle?
- Equity, Debt & Pan-European Capital into Portugal - What can we expect as a growth driver for GPs & LPs partnerships in the medium-long terms?
- Investment Risk Profiles & Resilient Portfolios - When mapping, what are the main strategies when diversifying asset classes, location, and risk levels?
- Capital Flows - Will we see more and more JVs with domestic investors in the future?
- How can Portugal remain competitive to attract and retain pan-european capital?
Discussions
Macroeconomic Challenges in 2022
Foreseeing Future Opportunities For Portugal?
- How is Portugal ready for economic recovery in a post-pandemic Europe?
- Key Government & Private Investments - What are vital indicators in the medium & long-term?
- Real Estate Market View - Positioning Portugal as an investment destination for international players
- Future Highlights - What are the main challenges ahead & what can be expected in 2022?
Injecting International Capital into Portugal Real Estate
Risky business or seeking to expand investment footprint?
- Smart Money - Likely to pour into Portugal through disciplined international investments?
- Looming Market Corrections - Are they on the horizon?
- GPs-LPs Partnerships - Well-positioned to capitalize on value-add and opportunistic across a wide range of assets?
- Cross-border Capital - From where it is coming and how Portugal should attract and retain more capital?
Pedro Coelho
Portugal Banking & Capital Market
Capital financing of the Portuguese economy outlook
- Banking Financing - Conservative approaches with inflation or finding a new financial lifeline with current prices?
- Investment Allocation - Real estate asset deals to be focused on which opportunities?
- Interest Rates & Inflation - Rising interest rates and the impact of surging inflation
- Opportunity Gap - Gaps in funding needs to leave lucrative openings for investors to fill in the ‘middle of the capital stack’?
- Future Challenges - Ongoing pressure on government and private players funding needs with tighter financial conditions?
Offices Demand
Still ace or facing a demand shuffle?
- Workspace Occupation - How has the space demand impacted leverage, portfolio size, rent payments, and revenue costs?
- Investment Transactions & New Enters - Concentration shows asset resilience?
- Digital Transformation & Urban Integration - How to readjust the management & operations of innovative spaces and urban areas to a value trend towards the suburbs?
- Asset Pricing & Value - Acceleration to newer offices might hinder investment returns on older stock & what to expect from future pricing and values?
Claude Kandiyoti
Shopping & Retail
Reposition assets or trust the resumption?
- Buy, Sell, and M&A Opportunities - What is the investors' appetite for the new cycle of opportunities?
- Physical Retail, Marketplace & E-commerce - Initiatives to integrate physical-digital environments and enhance customer experience
- Mall as a Hub - Privileged location of assets within large urban centers open up a range of opportunities?
- Reposition of Assets & Mixed-Use Strategies Highlights
Francisco Horta e Costa
Resi for Rent Investment Alternatives
Value-add opportunities or scarcity constraints?
- Demand, Development, and Price - What are the main challenges for the growth of Resi for Rent models?
- Expansion, Retrofit, Refurbishment, and Urban Rehabilitation - How to stand out in the main urban centers?
- Repositioning Assets - What movements to expect in licensing & planning?
- Affordable & Social Housing - Underwriting risks, are all parties aligned?
António Pereira Dias
Light Industrial & Logistics
Continued expansion or already hit a glass ceiling?
- Key Phase - Is Portugal entering in a new state of play of Europe’s light-industrial and logistics investments?
- Investment Destination - Portugal as a cross-border logistics operation to serve the Iberian and European markets?
- Nearshoring Phenomenon - New pipeline projects marked by prime product and location placement?
- More Deals & Projects - Scarcity in assets, will the market foresee a continuation of the pre-lease trends?
Pedro Figueiras
Residential Portfolio Strategies
Priced out or room to more?
- Main Urban Areas - Main construction activities & development highlights
- Housing Prices & Sales - Will future demand continue its significant growth pace?
- Rents Increase - Secondary cities as alternative locations of new developments?
- Development Deals & Construction Costs - Pricing out the local markets?
Patrícia Barão
Hospitality Bounce Back
Happy capital or still waiting for tourism recovery?
- Demand & Operating Activity - Ready for the bounce back?
- Hotel Investment Transactions - Capital appetite looking for more deals & opportunities?
- Valuations & Price Expectations - What to expect from prices rising back and future loan refinancing and fundraising?
- Opportunities & New Challenges - Will branded residential and mixed-use developments redefine experience spurred by gradual convergence of hospitality and living sectors?
Eric van Leuven
Housing Management & Operational Opportunities
Institutionalisation and active management or operational headaches?
- Asset Operation - Institutionalisation, and active management are the main challenges?
- Shifts in Assets - What transitory changes can we expect and which ones are going to prevail in portfolios?
- Secondary Cities - What will be the role of main and secondary cities to attract more investments and developments?
- Future Trends - Operator, developer, and investor partnerships driving innovative portfolio strategies?
Hugo Santos Ferreira
Liquidity & Capital Flows
Conservative allocations or upside to more risk?
- Assessing Responses to Liquidity & Available Short, Medium & Long Term Reliefs
- What to expect on capital forbearance, commercial terms and debt restructure?
- Raising Capital & Financial Costs - More conservative approaches, or lack of alternative funding?
- NPLs & Distressed - Portfolios going up for sale, more acquisition appetite?
Pan-European Investors
Transaction volumes not there or ready for value capture through the next cycle?
- Equity, Debt & Pan-European Capital into Portugal - What can we expect as a growth driver for GPs & LPs partnerships in the medium-long terms?
- Investment Risk Profiles & Resilient Portfolios - When mapping, what are the main strategies when diversifying asset classes, location, and risk levels?
- Capital Flows - Will we see more and more JVs with domestic investors in the future?
- How can Portugal remain competitive to attract and retain pan-european capital?
João Pita
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Time: 19:15
Address: Avenida da Liberdade,
144, 1º, 1250-146 Lisboa
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