Thematic discussion

Warehouse real estate as an investment object: opinions of developers, owners, tenants

18 September 2024
16:15—17:45
SMALL ARENA, HALL 1, А411

Organiser:

Выставка CeMAT RUSSIA

Partners:

NF Group

During the discussion, we will look at the warehouse not only as a place for storing goods and part of the supply chain, but as an investment product.

Key points:

Analytics. Trends. Challenges (requests)

  • Warehouses, distribution centers, logistics parks - an important recent trend - a shift from the capital to the regions. What does the real estate market offer, and how can the volumes stated as a need be realized? Models and strategies

  • Building more and in a new way: a new warehouse concept, technological criteria and design, operating costs and safety

  • Options for overcoming stock shortages

Solutions. Risks-Opportunities. Forecasts

  • What parameters must converge for a BTR deal to take place?

  • What does an investment product look like today? Investment options for both retail investors and funds

  • Rising cost of funding, construction, rental rates: how to make deals in a constantly changing environment?

  • Overview of working formats now and in the future: speculative warehouses, built-to-suit projects, Light Industrial, multi-story urban warehouses

  • Closed-end mutual fund and banks

  • Support programs

Ideal Tenant Portrait

  • How to get a warehouse in a scarce market?

  • Landlord-tenant relations under existing contracts in a growing market

  • Best practice: build for own use vs. for rent. Completed and planned projects. Model for small and medium businesses - buy or rent?