GRI Light Industrial & Logistics Europe 2023

Matching product to global capital across Europe's
light industrial and logistics assets

8 - 9 November
Credit: NetVideo / Shutterstock
ABOUT GRI LIGHT INDUSTRIAL & LOGISTICS 2023

Now in its fourth year, participants find the discovery process for sourcing deal flow is most advantageous. 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.

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. 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.

Format
Closed-door discussions, keynote speakers, case studies, debates, presentations and insights.

Audience
Private Equity Investors, Fund Managers, 3PL’s, Operators, LP’s Developers, Asset Owners, Operators and Lenders invested in the asset class

 
Discussion format that enables you to interact and engage
 
In-depth industry knowledge
 
Networking made easy
Discussions
8th November, 13:30 - 14:45

Light Industrial & Logistics Investments

Keeping faith amongst market volatility?

  • Rates & Pricing Fluctuations - When will normality return?
  • Where should the smart money go and what’s the strategy?
  • Secondary Markets - Where are the buyers?
  • Buy, Sell - Should we already buy into the next cycle or are the risks too big?
8th November, 15:15 - 16:15

Last Mile & Urban Industrial

Shine worn off or supply/demand opportunities still prevalent?


  • Is the supply/demand rental imbalance still driving appetite?
  • Creating Value - Which Cities which strategies?
  • Cap Rates Rising - How much further can yields push?
  • Scale Up & Acquisitions - Is this the time to buy big?
  • Specialist Storage & Niche Industrial Assets - Key to yield creation or diversified value drivers not quite there?
8th November, 16:40 - 17:30

Debt, Distress & Refinance

Preferred over equity or too cautious to play?


  • Will distress come from debt markets?
  • Debt Funds & Alternatives - Eyes on logistics?
  • Debt Refinancing - Can alternative lenders bridge the gap as senior debt takes a back seat?
  • Debt Funding Gap - Will lenders step in when equity investors face setbacks?
  • Asset classes - Which are stealing the show and what’s the key to successful market refinancing?
9th November, 09:30 - 10:30

Southern Europe

Will repricing create a goldrush or international capital going elsewhere?

  • Investment Volumes - Keeping pace with market transactions or opportunities on hold?
  • Development & Rental Markets - Will prices in key markets continue a positive trend?
  • New Locations & Bets - Getting more ground with repricing?
9th November, 09:30 - 10:30

Rental Growth & E-Commerce Demand

Still roaring or starting to slow?

  • Investors, Owners, Operators, Developers, Tenants - Who's in the hot seat?
  • What risks and rewards to win the repricing war?
  • Last Mile - Rising Rents Vs Property Demands - A paradox full of opportunity?
  • Tenant demand – Still strong or slowing down with the economy?
  • ESG - Do tenants still want it with rising rents? How can landlords and tenants compromise?
9th November, 11:00 - 12:00

Value-Add & Opportunistic

Wait for distress or already buy into the next cycle?

  • Dealflow - Uncertainty still shaping investment decisions?
  • Strategy - Manage to core only way? Does core exist?
  • Resilience - Does logistics have the edge factor?
  • Buyers - Wait for distress or buy into the next cycle?
  • Funds - Ready to rise above interest rate hikes?
9th November, 11:00 - 12:00

CEE Market

Overseas capital shining bright or prey to geopolitical risks?

  • Deals Standstill - Is the market going to pick up again in 2024?
  • Domestic vs. International Capital - Who’s leading the way?
  • Tenant Demand - Seeing eye to eye with Investors, Owners & Developers?
  • Location - CEE the best in Europe or vulnerable to geopolitical pressures?
  • Prague, Poland or Elsewhere - Who’s got the resilient factor?
9th November, 13:00 - 13:10
Florian Bauer
Partner
McKinsey
Florian Bauer
Florian Bauer
PartnerMcKinsey
Netherlands
Florian is a core leader of McKinsey’s digital and analytics work, coleading the firm’s efforts for European travel, logistics, and infrastructure industries, as well as the firm’s technology platforms areas, such as enterprise-resource planning (ERP), transportation-management systems, and warehouse-management system solutions. He also heads McKinsey’s digital and analytics work in Austria.
McKinsey
http://www.mckinsey.com/
+31 (20) 551 3777
Amsterdam | Netherlands

How are Gen-AI & digital enabling new value and disruption?

9th November, 13:10 - 14:00

Spec & BTS

Off the table or only way to improve supply and create value?

  • Build to Suit (BTS) - How to tailor-made and create solution-driven improvements on assets?
  • Spec - The key to responding to market trends and demands?
  • Logistics Demand - How technology is impacting the value-chain of new developments?
  • Location - Where are the premiums still to be found?
  • E-commerce & Tenants Needs - Industry to keep up the demand?
9th November, 14:30 - 15:30
Walther Ploos van Amstel
Professor, Scientific Director Centre of Expertise City Net Zero
Hogeschool van Amsterdam
Walther Ploos van Amstel
Walther Ploos van Amstel
Professor, Scientific Director Centre of Expertise City Net ZeroHogeschool van Amsterdam
Netherlands
Dr Walther Ploos van Amstel of the AUAS Faculty of Technology has been professor in City Logistics at Amsterdam University of Applied Sciences since September 2014. He's Scientific Director in the Centre of Expertise City Net Zero, Hogeschool van Amsterdam. He focuses on logistics process innovations, cooperation in logistics chains and networks, service logistics, sustainable logistics, chain management and zero-emission city logistics.
Hogeschool van Amsterdam
Amsterdam | Netherlands

On-Shoring & Near-Shoring

The importance of aligning first and last mile

  • How to decarbonise supply chains?
  • How to link European first-mile with local last-mile: from sustainable first-mile to a high-value customer-centric last-mile?
  • The future of logistics real estate is in sharing - but is the industry aligned to adapt?
  • What risks and opportunities will the new Physical Internet bring to real estate?

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