Pan-European CRE Logistics & Data Centres Investment Deals

The Infrastructure Behind the New Economy: Logistics, Data and Power

Co-host

Kennedy Wilson

12th May
09:30 - 12:45 BST (GMT+1)
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Credit: 4045 / Shutterstock
Mariana Pereira
Mariana Pereira
Club Manager - UK & Pan EuropeGRI Institute
United Kingdom
Victor Tranquilini
Victor
Victor Tranquilini
Head of UK, Germany and CEEGRI Institute
+442076648373
+18663991210
Laura Iurcic
Laura Iurcic
Country ManagerGRI Institute
Brazil
ABOUT THE EVENT

Logistics and data centres have become two of the most critical infrastructure plays behind the new economy. Far beyond traditional real estate categories, both sectors are now being reshaped by the same strategic fundamentals: access to power, land, connectivity and capital. As logistics evolves through automation, AI-driven supply chains, electrification and last-mile distribution, and as data centres scale rapidly on the back of cloud, hyperscalers and artificial intelligence, the lines between these asset classes are becoming increasingly interconnected.

What was once a discussion about separate markets is now a broader infrastructure story. Logistics and data centres are no longer distinct real estate plays operating in parallel; they are competing for the same inputs, the same locations and the same investment conviction. Power is becoming the new driver of location strategy. Land and planning constraints are redefining where development can happen. Connectivity, grid access and infrastructure readiness are emerging as the decisive factors shaping deployment, scale and long-term value creation across both sectors.

This two-part discussion is designed to explore that convergence.
10:00 - 11:00

Logistics 2.0

Powering Distribution in a Data Driven World

  • Evolution of logistics assets: last mile, automation, AI driven supply chains
  • Energy demand: EV fleets, electrification and robotics
  • Location strategy: proximity to cities vs access to power
  • Land, planning and infrastructure constraints

This session will explore how logistics is evolving beyond traditional location driven models, with increasing focus on infrastructure readiness. Logistics is no longer just about location, it is about power, connectivity and infrastructure readiness.

11:15 - 12:15

Data Centres

The New Core Infrastructure Asset Class

  • Demand driven by AI, cloud and hyperscalers
  • Power and grid access as the primary constraint
  • Site selection: land, energy and regulatory considerations
  • Investor appetite and scaling strategies

This session will focus on the continued growth of data centres and the challenges shaping deployment at scale. Data centres are increasingly competing with other asset classes, including logistics, for the same inputs: land, power and connectivity.

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Institute Partner
Institute Partner Europe
Diamond
Local Institute Partner
Diamond
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