
Light Industrial & Logistics real estate seems to be the global darling for buying, and with eCommerce forever on an upswing, it makes sense for real estate investors to get in on the deals now.
Yet, with yields becoming tighter and tighter and Coronavirus disrupting global supply chains, what are the best strategies to advance new partnerships and find value in these asset classes?
Now in its second year, participants find the discovery process for sourcing deal flow is most advantageous by welcoming, behind closed doors, Europe’s largest concentration of Private Equity Investors, Fund Managers, 3PL’s, Operators, LP’s Developers, Asset Owners, Operators and Lenders invested in the asset class. Over two days they will engage in a series of informal roundtables where everyone can participate, and navigate the current challenges presented by demand, purchasing and future trends.
Discussions

Undersupply SOS!
The €20bn bubble?
- Supply & Demand - Do the numbers make sense?
- Transaction & Investment Activity Stats
- Land Shortages or Land Banking?
- Inner City Logistics - Repurposing as the only option?
- COVID Accelerated Challenges & Opportunities -Low vacancy, nearshoring , land availability & e-commerce
- Urban Demand - Is there a shift in traditional logistics hotspots and will there be a crunch?






Location, Location, Diversification
Mitigating global supply chain risks but right stock, right price?
Location, Location, Diversification
Mitigating global supply chain risks but right stock, right price?
- Building for Resilience - COVID Impacts on Supply Chains
- Incoming Supply - Fulfilling increasing demand or oversupplied playing field?
- All About Location - Which countries might benefit from nearshoring?
- Rental Growth - Underwriting investor confidence?
- Emerging Demand Drivers - ESG, New Tech & E-commerce
- Urban Demand - High demand, but do the numbers work?





Germany
Best in class or bubble brewing?
- Investments & Transactions - Continued boom through e-commerce and nearshoring, but where’s the limit?
- Lack of Product - Could spec developments offer solutions to supply shortages?
- Any regions & locations that still offer opportunities?
- Existing Stock - Sustainable rents in light of ESG refurbishments?



Spec Development vs BTS
Just a case of demand vs pricing?
- What industries are reshaping products? (Cold Storage, Food, Pharma, Automotive, Retail)
- Tenant Demand - More flex, longer leases & specialised facilities to favour BTS?
- Pricing - Releasing risk premiums for BTS pushing occupiers towards spec developments?
- High Rise & Density Key For Scale?
- Raising Capital For Spec Dev & BTS - Institutional appetite, debt & JVs
- Asset Types - Last Mile, Big Boxes & Light Industrial; what’s the investors’ darling?
- Land Constraints & Permitting - Too much incoming demand to keep up?







UK vs. Yields
Liquidity game already over?
- Post Brexit - How will it impact the UK & EU Light Industrial & Logistics sectors?
- Canada, EU or APAC capital gains?
- eCommerce Saturation, Nearshoring & Supply Chain Challenges
- London Deals - Pros & Cons
- Strategic Locations - Which sub sectors strong and where?
- Repurposing Distressed Retail - Quick fix for logistics boom, or long term yielding?






E-Commerce Era
Blink and the opportunities are gone?
- Can real estate keep up?
- Aligning Owner, Occupier, Investor & 3PL Needs
- Occupational Markets Penetration - New cities, better yields?
- Repositioning Retail - Long term growth or short term fix?
- E-commerce penetration creating demand across Europe - Any new locations on the rise?
- Spain, Italy, Czech & Portugal - Any hidden gems?




Last Mile Business Growth
Buzzword or yield finder?
- Too complicated to conquer or best foot in?
- Last Mile Equity, Core Yield & Capital - Limitless scale-up demand or cash on cash, tighter & tighter?
- Big Boxes vs City Light Industrial - What asset types will be the way to go?
- Institutional Appetite for Super Light Urban Units - Do the numbers work?
- Destination last mile! Investment reality vs trends









Core Logistics
Transactions already hit a glass ceiling?
- Incoming Supply - Oversupply concerns or still room to grow?
- Risk Return Fundamentals - Resilience vs cost in a post 2020 environment
- Core+ Last Mile Delivery - Next growth wave for secondary cities or simply a nifty niche?
- Product pricing - How sustainable is pricing across traditional Logistics vs non-Logistics locations?




Netherlands
Yields driven down by domestic capital or still overpriced?
- Is further yield compression overhyped?
- Eco-Friendly Last Mile - How much is ESG impacting investor/developer appetite?
- Pricing - Will the upwards pressure in secondary locations continue?
- Rotterdam vs Amsterdam - Which occupational market demands are steering Grade A Industrial Stock?
- Brexit Opportunities - Chance to reposition supply chains in favour for Netherland’s market?





Smart Sheds
What’s next for innovation in the sector?
- Can automation ease the supply/demand crisis?
- New Tech & Automation - Who will have to pay for it?
- Integrated Tech - Potential shifts for balance sheet considerations & return on investment?
- Last Mile - Automation as part of real estate solution processes?
- ESG ready?




Capital Winners
Who's aggressive, who's innovative?
- Asia, Europe, US - Everyone wants exposure, as pricing pushes up, who will stay and play?
- Equity driving, where’s the debt?
- Blink and you’ll miss it - Do capital markets understand the opportunities in logistics and light industrial asset classes?
- Pan Euro Acquisition Strategies Best Or Markets Too Fragmented To Consolidate?
- Institutional Appetite for Growing Urban Industrial
- Rise of JV’s & Institutional Platforms - Finding local gems or still figuring out the numbers






Development Deals
Equity Driving, where's the debt?
- Spec Developments - Any lenders available or too much risk attached?
- Newbuild Greenfield vs Brownfield Upgrades - Comparing prices, yields & available financing
- Supply Constraints - Rising costs, lack of land & supply chain constraints
- Pricing Development Risk - Will BTS stay number one or will spec developments be pushed centerstage by increased demand?






Zero Carbon & ESG
Business need or too late to offer competitive premiums?
- Eco Friendly Last Mile - Does the concept have legs?
- Green Lending & Raising Capital Considerations
- Urban Logistics & Sustainability Constraints in City Centres
- Owner, Customer, Investor, Authorities Interests’ Aligned?
- How might data analytics and proptech help improve the ESG agenda?




Some of the confirmed participants




















Agenda
Undersupply SOS!
The €20bn bubble?
- Supply & Demand - Do the numbers make sense?
- Transaction & Investment Activity Stats
- Land Shortages or Land Banking?
- Inner City Logistics - Repurposing as the only option?
- COVID Accelerated Challenges & Opportunities -Low vacancy, nearshoring , land availability & e-commerce
- Urban Demand - Is there a shift in traditional logistics hotspots and will there be a crunch?
Location, Location, Diversification
Mitigating global supply chain risks but right stock, right price?
- Building for Resilience - COVID Impacts on Supply Chains
- Incoming Supply - Fulfilling increasing demand or oversupplied playing field?
- All About Location - Which countries might benefit from nearshoring?
- Rental Growth - Underwriting investor confidence?
- Emerging Demand Drivers - ESG, New Tech & E-commerce
- Urban Demand - High demand, but do the numbers work?
Germany
Best in class or bubble brewing?
- Investments & Transactions - Continued boom through e-commerce and nearshoring, but where’s the limit?
- Lack of Product - Could spec developments offer solutions to supply shortages?
- Any regions & locations that still offer opportunities?
- Existing Stock - Sustainable rents in light of ESG refurbishments?
Spec Development vs BTS
Just a case of demand vs pricing?
- What industries are reshaping products? (Cold Storage, Food, Pharma, Automotive, Retail)
- Tenant Demand - More flex, longer leases & specialised facilities to favour BTS?
- Pricing - Releasing risk premiums for BTS pushing occupiers towards spec developments?
- High Rise & Density Key For Scale?
- Raising Capital For Spec Dev & BTS - Institutional appetite, debt & JVs
- Asset Types - Last Mile, Big Boxes & Light Industrial; what’s the investors’ darling?
- Land Constraints & Permitting - Too much incoming demand to keep up?
UK vs. Yields
Liquidity game already over?
- Post Brexit - How will it impact the UK & EU Light Industrial & Logistics sectors?
- Canada, EU or APAC capital gains?
- eCommerce Saturation, Nearshoring & Supply Chain Challenges
- London Deals - Pros & Cons
- Strategic Locations - Which sub sectors strong and where?
- Repurposing Distressed Retail - Quick fix for logistics boom, or long term yielding?
E-Commerce Era
Blink and the opportunities are gone?
- Can real estate keep up?
- Aligning Owner, Occupier, Investor & 3PL Needs
- Occupational Markets Penetration - New cities, better yields?
- Repositioning Retail - Long term growth or short term fix?
- E-commerce penetration creating demand across Europe - Any new locations on the rise?
- Spain, Italy, Czech & Portugal - Any hidden gems?
Last Mile Business Growth
Buzzword or yield finder?
- Too complicated to conquer or best foot in?
- Last Mile Equity, Core Yield & Capital - Limitless scale-up demand or cash on cash, tighter & tighter?
- Big Boxes vs City Light Industrial - What asset types will be the way to go?
- Institutional Appetite for Super Light Urban Units - Do the numbers work?
- Destination last mile! Investment reality vs trends
Core Logistics
Transactions already hit a glass ceiling?
- Incoming Supply - Oversupply concerns or still room to grow?
- Risk Return Fundamentals - Resilience vs cost in a post 2020 environment
- Core+ Last Mile Delivery - Next growth wave for secondary cities or simply a nifty niche?
- Product pricing - How sustainable is pricing across traditional Logistics vs non-Logistics locations?
Smart Sheds
What’s next for innovation in the sector?
- Can automation ease the supply/demand crisis?
- New Tech & Automation - Who will have to pay for it?
- Integrated Tech - Potential shifts for balance sheet considerations & return on investment?
- Last Mile - Automation as part of real estate solution processes?
- ESG ready?
Netherlands
Yields driven down by domestic capital or still overpriced?
- Is further yield compression overhyped?
- Eco-Friendly Last Mile - How much is ESG impacting investor/developer appetite?
- Pricing - Will the upwards pressure in secondary locations continue?
- Rotterdam vs Amsterdam - Which occupational market demands are steering Grade A Industrial Stock?
- Brexit Opportunities - Chance to reposition supply chains in favour for Netherland’s market?
Development Deals
Equity Driving, where's the debt?
- Spec Developments - Any lenders available or too much risk attached?
- Newbuild Greenfield vs Brownfield Upgrades - Comparing prices, yields & available financing
- Supply Constraints - Rising costs, lack of land & supply chain constraints
- Pricing Development Risk - Will BTS stay number one or will spec developments be pushed centerstage by increased demand?
Capital Winners
Who's aggressive, who's innovative?
- Asia, Europe, US - Everyone wants exposure, as pricing pushes up, who will stay and play?
- Equity driving, where’s the debt?
- Blink and you’ll miss it - Do capital markets understand the opportunities in logistics and light industrial asset classes?
- Pan Euro Acquisition Strategies Best Or Markets Too Fragmented To Consolidate?
- Institutional Appetite for Growing Urban Industrial
- Rise of JV’s & Institutional Platforms - Finding local gems or still figuring out the numbers
Zero Carbon & ESG
Business need or too late to offer competitive premiums?
- Eco Friendly Last Mile - Does the concept have legs?
- Green Lending & Raising Capital Considerations
- Urban Logistics & Sustainability Constraints in City Centres
- Owner, Customer, Investor, Authorities Interests’ Aligned?
- How might data analytics and proptech help improve the ESG agenda?
Meet our exclusive format.
Much like a conversation in your own living room, the dynamic environment allows you to engage with your peers in an informal and collegial setting.
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