Data Centres Investment Opportunities in Europe

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13th November
13:00 - 17:00 | Greenwich Mean Time (GMT+0)
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50 people are attending
Credit: kwarkot / Shutterstock
Matt Campion
Matt Campion
Director Real Estate GCCGRI Institute
United Kingdom
ABOUT THE EVENT

Data Centres as a Real Estate Asset Class is continuing its growth upswing and attracting  new capital from institutional investors, private equity firms, and specialised real estate investment trusts (REITs).

This sector is expected to only grow, due to the strong demand for cloud services, the Internet of Things (IoT), and advanced digital services. Yet with environmental concerns as well as the specialist operational nature, are we already at peak supply or should we encourage room for more?

This club meeting will bring key stakeholders of data centres and real estate together, to forge business connections and discuss what opportunities are driving significant investment and development across the UK and European Data Centre Real Estate space.
Discussions
13:00-14:00

Networking Lunch

14:00-14:05
Rob Thompson
Partner
Dentons
Rob Thompson
Rob Thompson
PartnerDentons
United Kingdom
I specialise in investment and development work, complex corporate real estate and real estate finance transactions, both in the UK and internationally. I advise banks, private equity funds, listed and non-listed property companies and large corporates operating in the office, hotels, logistics, retail and high end residential sectors.
Dentons
London | United Kingdom
Dentons is the world's largest law firm, delivering quality and value to clients around the globe. Dentons is a leader on the Acritas Global Elite Brand Index, a BTI Client Service 30 Award winner and recognized by prominent business and legal publications for its innovations in client service, including founding Nextlaw Enterprise, Dentons’ wholly owned subsidiary of innovation, advisory and technology operating units. Dentons' polycentric approach, commitment to inclusion and diversity and world-class talent challenge the status quo to advance client interests in the communities in which we live and work. www.dentons.com.

Host's Welcome

14:05-14:20
Paco González
Founder & Partner
Core Capital Investments
Paco González
Paco González
Founder & PartnerCore Capital Investments
Spain
An entrepreneur since childhood, I launched my first company just after turning 18. From that moment on, I never stopped creating projects, all of them linked to technology. I had the honor of presiding over Eurocloud for several years, both at the European and Spanish levels, and over time I began collaborating with the most prestigious business schools, first in Spain, such as The Valley or ISDI, and later internationally, such as MIT. “Technological Keys for Digitalization” has become one of the most iconic sessions in all of them. I entered the investment world in 2017 after the sale of Cartagon to a Dutch investment fund, which I later repurchased through Core Capital, founded by me in 2020, barely three years later.
Core Capital Investments
Madrid | Madrid | Spain
Core Capital Investments is a next-generation asset manager, focused on creating and scaling high-impact technology infrastructure projects across Europe. We do not invest in companies: we create them. We design each project from the ground up, raise the necessary capital, build the team, manage execution, and remain fully involved until the sale process is completed.

The AI Revolution

Redefining the Data Center asset class

14:35-15:35

Grasping the Opportunity

Accessing Data Centres Real Estate


  • Tenant & Operational Demands
  • Legislation - Simple or Complex?
  • Where are the European hotspots, where are the ones to watch?
  • AI, Sustainability, Supply Chain & Design
  • Energy Efficiency & Impacts on Operations - How will the costs trickle down to developers and various data centres stakeholders?
  • Hyper Scaler vs. Colocation Data Center Operators/ Developers – Are the returns different? What's their rental strategy etc?
  • How do banks value data centers in terms of exit valuation?
16:00-17:00

Investments

Overwhelming capital demand, how to pay for the capex?


  • Development Pipeline & Partnership Strategies
  • Where should data centres sit in our portfolios?
  • How to Pay for the Capex - What options for raising on and off balance sheets?
  • Evolving Investment Landscape & the Role of Institutional Capital
  • Liquidity - What does underwriting with confidence look like for the sector?


Agenda
13:00 - 14:00
Registration & Networking Lunch
 
14:00 - 14:05
Host Welcome: Rob Thompson, Partner, Dentons
 
14:05 - 14:20
Fireside Chat Interview: Investing in Europe’s Digital Infrastructure
 
14:20 - 14:35
Fireside Chat Interview: The Tenant’s Perspective
 
14:35 - 15:35
Roundtable Discussion: Grasping the Opportunity
 
15:35 - 16:00
Break
 
16:00 - 17:00
Roundtable Discussion: Investing the Opportunity
 
What is a Club Meeting? How can I participate?
Our discussion co-chairs kick off the knowledge exchange. After that, you can join it as much as you like:
peer-to-peer, capital to product, and behind closed doors.
Who can join
What is a Club Meeting
An in-person private meeting exclusive for Club Members. Spend time and participate in interactive discussions with the most senior players in the market.
Who can join
Who can join
Senior investors, lenders, asset owners, and developers active in the real estate market.  
Who can join
How to join
Click in “Join the event”. If you’re not a member yet, fill up the form for apply or upgrade your membership.
Become a Sponsor

Contact our team to find the sponsorship and exposure opportunities that best fit the strategy of your company.

Sponsorship opportunities
Sucessful Registration! Our team will reach out soon to proceed with the next steps.
* I confirm that I have read and agree to the Terms and Conditions of GRI Institute
Pan European Institute Partner
Institute Partner
Industry Partners
CMS
Warsaw | Poland
With the largest commercial real estate team in Europe and one of the biggest worldwide, CMS is well positioned to help investors, funders, developers, landlords and occupiers navigate all aspects of the real estate market and maximise their assets. Whatever the size and scope of your project or deal, with almost 800 real estate lawyers in 46 countries we have the resources to meet your needs quickly and efficiently, offering expert advice. We have been active in real estate in our markets for decades, so we understand the culture, the economic context, the local legal context and the history.
Clifford Chance
London | United Kingdom
We are one of the world's largest law firms with significant depth and range of resources across five continents. As a single, fully integrated, global partnership, we pride ourselves on our approachable, collegiate and team based way of working. We always strive to exceed the expectations of our clients, which include corporates from all the commercial and industrial sectors, governments, regulators, trade bodies and not for profit organisations. We provide them with the highest quality advice and legal insight, which combines the Firm's global standards with in-depth local expertise.
Dentons
London | United Kingdom
Dentons is the world's largest law firm, delivering quality and value to clients around the globe. Dentons is a leader on the Acritas Global Elite Brand Index, a BTI Client Service 30 Award winner and recognized by prominent business and legal publications for its innovations in client service, including founding Nextlaw Enterprise, Dentons’ wholly owned subsidiary of innovation, advisory and technology operating units. Dentons' polycentric approach, commitment to inclusion and diversity and world-class talent challenge the status quo to advance client interests in the communities in which we live and work. www.dentons.com.
JLL
http://www.jll.co.uk
+44 (0) 20 7493 4933
London | United Kingdom
For over 200 years, JLL (NYSE: JLL), a leading global commercial real estate and investment management company, has helped clients buy, build, occupy, manage and invest in a variety of commercial, industrial, hotel, residential and retail properties. A Fortune 500® company with annual revenue of $20.9 billion and operations in over 80 countries around the world, our more than 103,000 employees bring the power of a global platform combined with local expertise. Driven by our purpose to shape the future of real estate for a better world, we help our clients, people and communities SEE A BRIGHTER WAYSM. JLL is the brand name, and a registered trademark, of Jones Lang LaSalle Incorporated. For further information, visit jll.com.
Global Talent
Brazil
Com mais de 20 anos de experiência, somos uma consultoria especializada em potencializar os resultados das empresas dos mercados imobiliário e de infraestrutura. Atuamos com soluções 360º nas áreas de gestão de pessoas e de estruturação de processos organizacionais.
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