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Portugal GRI 2022

A senior real estate gathering to discuss deal flow strategies and position Portugal as an investment destination

98 people are attending
Credit: DreamArchitect / Shutterstock
Giovana Caravetti
Giovana
Giovana Caravetti
Director - IberiaGRI Club
Graduated in Advertising and Marketing from Pontifícia Universidade de Campinas. Experience in the service and sales business. Currently focused on developing relationships among entrepreneurs in the real estate market. Responsible for the RE Club in Chile, Colombia, Argentina and Peru. Actively involved in the decisions and organization of meetings for members, and the relationship between them. Focused on bringing new members and relevant companies from the sector, to develop the Club in the Andean countries, and Argentina. Also responsible for the Hospitality sector throughout Latin America, concentrating efforts, for the main meeting of the sector at a regional level.
+55 19 99333 5806
+55 19 99333 5806
Ludwig Menke
Ludwig
Ludwig Menke
Production ManagerGRI Club
Production Manager at GRI Club. My job is to connect top investors, developers, banks, consultants, lawyers, and other Real Estate players and executives to GRI meetings and events that I produce in Brazil, Portugal and USA. International Relations and Affairs Analyst and Economist at Faculdades de Campinas (FACAMP). Study abroad in France at ICN Business School with a Bachelor of Business Administration (BBA Program).
+55 19 99281-2795
+55 19 3203-0645

On the property map, the Portuguese real estate market witnessed significant investment and deal activities in the past year and main real estate executives foresee future opportunities to position Portugal as an investment destination in the market comeback. What can we expect from the cycle of real estate investments in the upcoming months and how can Portugal remain competitive as a real estate investment destination? To answer this question, Portugal GRI 2022 is a gathering in Lisbon for senior investors, fund managers, asset owners, LP's, GP’s, lenders, developers, and operators active in the Portuguese and European real estate market. Throughout two days, senior real estate executives gather in discussion roundtables to discuss strategies for the upcoming deal flow. Much like a conversation in your own living room, these discussions’ exclusive format allows you to interact and engage freely among peers.  Industry leaders will engage in a series of informal roundtables where everyone can participate, and navigate the current challenges presented by actual and future trends. Find the right partners for your business, build valuable relationships, and keep the conversation going.

Wednesday, June 1st 2022
Close See complete schedule
02:30pm - 03:30pm

Macroeconomic Challenges in 2022

Foreseeing Future Opportunities For Portugal?

  • How is Portugal ready for economic recovery in a post-pandemic Europe?
  • Key Government & Private Investments - What are vital indicators in the medium & long-term?
  • Real Estate Market View - Positioning Portugal as an investment destination for international players 
  • Future Highlights - What are the main challenges ahead & what can be expected in 2022? 
04:15pm - 05:15pm

Offices Demand

Still ace or facing a demand shuffle?

  • Workspace Occupation - How has the space demand impacted leverage, portfolio size, rent payments, and revenue costs?
  • Investment Transactions & New Enters - Concentration shows asset resilience?
  • Digital Transformation & Urban Integration - How to readjust the management & operations of innovative spaces and urban areas to a value trend towards the suburbs?
  • Asset Pricing & Value - Acceleration to newer offices might hinder investment returns on older stock & what to expect from future pricing and values?

Shopping & Retail

Reposition assets or trust the resumption?

  • Buy, Sell, and M&A Opportunities - What is the investors' appetite for the new cycle of opportunities?
  • Physical Retail, Marketplace & E-commerce - Initiatives to integrate physical-digital environments and enhance customer experience
  • ​​Mall as a Hub - Privileged location of assets within large urban centers open up a range of opportunities?
  • Reposition of Assets & Mixed-Use Strategies Highlights
05:45pm - 06:45pm

Injecting International Capital into Portugal Real Estate

Risky business or seeking to expand investment footprint?

  • Smart Money - Likely to pour into Portugal through disciplined international investments?
  • Looming Market Corrections - Are they on the horizon?
  • GPs-LPs Partnerships - Well-positioned to capitalize on value-add and opportunistic across a wide range of assets?
  • Cross-border Capital - From where it is coming and how Portugal should attract and retain more capital?
Thursday, June 2nd 2022
Close See complete schedule
09:30am - 10:30am

Portugal Banking & Capital Market

Capital financing of the Portuguese economy outlook

  • Global & Local Macroeconomic Implications - Banking recovery to be uneven across regions?
  • Global & Local Debt - Increase of uncertainty and fiscal risk?
  • Interest Rates & Inflation - Rising interest rates and the impact of surging inflation
  • Opportunity Gap - Gaps in funding needs to leave lucrative openings for investors to fill in the ‘middle of the capital stack’? 
  • Future Challenges - Ongoing pressure on government funding needs with tighter monetary conditions?
11:15am - 12:15pm

Resi for Rent Investment Alternatives

Value-add opportunities or scarcity constraints? 

  • Demand, Development, and Price - What are the main challenges for the growth of Resi for Rent models? 
  • Expansion, Retrofit, Refurbishment, and Urban Rehabilitation - How to stand out in the main urban centers?
  • Repositioning Assets - What movements to expect in licensing & planning? 
  • Affordable & Social Housing - Underwriting risks, are all parties aligned?

Light Industrial & Logistics

Continued expansion or already hit a glass ceiling?

  • Key Phase - Is Portugal entering in a new state of play of Europe’s light-industrial and logistics investments? 
  • Investment Destination - Portugal as a cross-border logistics operation to serve the Iberian and European markets? 
  • Nearshoring Phenomenon - New pipeline projects marked by prime product and location placement? 
  • More Deals & Projects - Scarcity in assets, will the market foresee a continuation of the pre-lease trends? 


01:45pm - 02:45pm

Residential Portfolio Strategies

Priced out or room to more?

  • Main Urban Areas - Main construction activities & development highlights
  • Housing Prices & Sales - Will future demand continue its significant growth pace? 
  • Rents Increase - Secondary cities as alternative locations of new developments? 
  • Development Deals & Construction Costs - Pricing out the local markets?

Hospitality Bounce Back

Happy capital or still waiting for tourism recovery?

  • Demand & Operating Activity - Ready for the bounce back? 
  • Hotel Investment Transactions - Capital appetite looking for more deals & opportunities?
  • Valuations & Price Expectations - What to expect from prices rising back and future loan refinancing and fundraising?
  • Opportunities & New Challenges - Will branded residential and mixed-use developments redefine experience spurred by gradual convergence of hospitality and living sectors?
03:15pm - 04:15pm

Liquidity & Capital Flows

Conservative allocations or upside to more risk?

  • Assessing Responses to Liquidity & Available Short, Medium & Long Term Reliefs
  • What to expect on capital forbearance, commercial terms and debt restructure? 
  • Raising Capital & Financial Costs - More conservative approaches, or lack of alternative funding?
  • NPLs & Distressed - Portfolios going up for sale, more acquisition appetite? 

Housing Management & Operational Opportunities

Institutionalisation and active management or operational headaches?

  • Asset Operation - Institutionalisation, and active management are the main challenges?
  • Shifts in Assets - What transitory changes can we expect and which ones are going to prevail in portfolios?
  • Secondary Cities - What will be the role of main and secondary cities to attract more investments and developments?
  • Future Trends - Operator, developer, and investor partnerships driving innovative portfolio strategies?



04:45pm - 05:45pm

Pan-European Investors

Transaction volumes not there or ready for value capture through the next cycle?

  • Equity, Debt & Pan-European Capital into Portugal - What can we expect as a growth driver for GPs & LPs partnerships in the medium-long terms?
  • Investment Risk Profiles & Resilient Portfolios - When mapping, what are the main strategies when diversifying asset classes, location, and risk levels?
  • Capital Flows - Will we see more and more JVs with domestic investors in the future?
  • How can Portugal remain competitive to attract and retain pan-european capital?

Discussions

Keynote
Rui Constantino
Rui Constantino
Chief Economist, Head of Research, Strategic Financial Analysis and IR
Banco Santander Totta

Macroeconomic Challenges in 2022

Foreseeing Future Opportunities For Portugal?

  • How is Portugal ready for economic recovery in a post-pandemic Europe?
  • Key Government & Private Investments - What are vital indicators in the medium & long-term?
  • Real Estate Market View - Positioning Portugal as an investment destination for international players 
  • Future Highlights - What are the main challenges ahead & what can be expected in 2022? 
Rui Constantino
Rui Constantino
Chief Economist, Head of Research, Strategic Financial Analysis and IRBanco Santander Totta
Portugal
http://www.santandertotta.pt
Lisbon | Portugal
Talkshow

Injecting International Capital into Portugal Real Estate

Risky business or seeking to expand investment footprint?

  • Smart Money - Likely to pour into Portugal through disciplined international investments?
  • Looming Market Corrections - Are they on the horizon?
  • GPs-LPs Partnerships - Well-positioned to capitalize on value-add and opportunistic across a wide range of assets?
  • Cross-border Capital - From where it is coming and how Portugal should attract and retain more capital?
Talkshow

Portugal Banking & Capital Market

Capital financing of the Portuguese economy outlook

  • Global & Local Macroeconomic Implications - Banking recovery to be uneven across regions?
  • Global & Local Debt - Increase of uncertainty and fiscal risk?
  • Interest Rates & Inflation - Rising interest rates and the impact of surging inflation
  • Opportunity Gap - Gaps in funding needs to leave lucrative openings for investors to fill in the ‘middle of the capital stack’? 
  • Future Challenges - Ongoing pressure on government funding needs with tighter monetary conditions?
Asset Specific Stream

Housing Management & Operational Opportunities

Institutionalisation and active management or operational headaches?

  • Asset Operation - Institutionalisation, and active management are the main challenges?
  • Shifts in Assets - What transitory changes can we expect and which ones are going to prevail in portfolios?
  • Secondary Cities - What will be the role of main and secondary cities to attract more investments and developments?
  • Future Trends - Operator, developer, and investor partnerships driving innovative portfolio strategies?



Asset Specific Stream

Hospitality Bounce Back

Happy capital or still waiting for tourism recovery?

  • Demand & Operating Activity - Ready for the bounce back? 
  • Hotel Investment Transactions - Capital appetite looking for more deals & opportunities?
  • Valuations & Price Expectations - What to expect from prices rising back and future loan refinancing and fundraising?
  • Opportunities & New Challenges - Will branded residential and mixed-use developments redefine experience spurred by gradual convergence of hospitality and living sectors?
Asset Specific Stream

Residential Portfolio Strategies

Priced out or room to more?

  • Main Urban Areas - Main construction activities & development highlights
  • Housing Prices & Sales - Will future demand continue its significant growth pace? 
  • Rents Increase - Secondary cities as alternative locations of new developments? 
  • Development Deals & Construction Costs - Pricing out the local markets?
Asset Specific Stream

Light Industrial & Logistics

Continued expansion or already hit a glass ceiling?

  • Key Phase - Is Portugal entering in a new state of play of Europe’s light-industrial and logistics investments? 
  • Investment Destination - Portugal as a cross-border logistics operation to serve the Iberian and European markets? 
  • Nearshoring Phenomenon - New pipeline projects marked by prime product and location placement? 
  • More Deals & Projects - Scarcity in assets, will the market foresee a continuation of the pre-lease trends? 


Asset Specific Stream

Resi for Rent Investment Alternatives

Value-add opportunities or scarcity constraints? 

  • Demand, Development, and Price - What are the main challenges for the growth of Resi for Rent models? 
  • Expansion, Retrofit, Refurbishment, and Urban Rehabilitation - How to stand out in the main urban centers?
  • Repositioning Assets - What movements to expect in licensing & planning? 
  • Affordable & Social Housing - Underwriting risks, are all parties aligned?
Asset Specific Stream

Shopping & Retail

Reposition assets or trust the resumption?

  • Buy, Sell, and M&A Opportunities - What is the investors' appetite for the new cycle of opportunities?
  • Physical Retail, Marketplace & E-commerce - Initiatives to integrate physical-digital environments and enhance customer experience
  • ​​Mall as a Hub - Privileged location of assets within large urban centers open up a range of opportunities?
  • Reposition of Assets & Mixed-Use Strategies Highlights
Asset Specific Stream

Offices Demand

Still ace or facing a demand shuffle?

  • Workspace Occupation - How has the space demand impacted leverage, portfolio size, rent payments, and revenue costs?
  • Investment Transactions & New Enters - Concentration shows asset resilience?
  • Digital Transformation & Urban Integration - How to readjust the management & operations of innovative spaces and urban areas to a value trend towards the suburbs?
  • Asset Pricing & Value - Acceleration to newer offices might hinder investment returns on older stock & what to expect from future pricing and values?
Finance & Investment Stream

Liquidity & Capital Flows

Conservative allocations or upside to more risk?

  • Assessing Responses to Liquidity & Available Short, Medium & Long Term Reliefs
  • What to expect on capital forbearance, commercial terms and debt restructure? 
  • Raising Capital & Financial Costs - More conservative approaches, or lack of alternative funding?
  • NPLs & Distressed - Portfolios going up for sale, more acquisition appetite? 
Closing Panel

Pan-European Investors

Transaction volumes not there or ready for value capture through the next cycle?

  • Equity, Debt & Pan-European Capital into Portugal - What can we expect as a growth driver for GPs & LPs partnerships in the medium-long terms?
  • Investment Risk Profiles & Resilient Portfolios - When mapping, what are the main strategies when diversifying asset classes, location, and risk levels?
  • Capital Flows - Will we see more and more JVs with domestic investors in the future?
  • How can Portugal remain competitive to attract and retain pan-european capital?

Exclusive dinner at JNcQUOI DISCOBAR

The dinner is by invitation only.
Interested in joining us?

Click in the button below

Time: 19:15

Address: Avenida da Liberdade,
144, 1º, 1250-146 Lisboa

Get to know JNcQUOI: Visit website

Join the dinner

Successful registration
I confirm that I have read and agree to the Terms and Conditions of GRI Club
Book your stay at Intercontinental Lisbon
Special rates for Portugal GRI 2022
Email [email protected] mentioning Portugal GRI 2022

Meet our exclusive format.

GRI has no speakers, no presentations. Instead, you have a selection of closed-door discussions where everyone can participate.
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.

Become a Sponsor

Contact our team and check the sponsorship and exposure opportunities according to the strategy of your company.

Sponsorship opportunities

Successful registration
I confirm that I have read and agree to the Terms and Conditions of GRI Club
Pan European Club Partner
WeWork - Europe
Industry Partners
APPII
http://www.wework.com
London | United Kingdom
WeWork is a global network of workspaces where companies and people grow together. We transform buildings into dynamic environments for creativity, focus, and connection. More than just the best place to work, though, this is a movement toward humanizing work. We believe that CEOs can help each other, offices can use the comforts of home, and we can all look forward to Monday if we find real meaning in what we do.
http://www.appii.pt/
http://www.appii.pt/
+351 21 387 77 49
Lisbon | Portugal
APPII represents the biggest cluster of the most significant companies with activity in the Portuguese RE Industry, such as leading development and investment companies, funds and listed companies, all asset class operators, as well as hoteliers.

Confirmed Participants

Abel Mascarenhas
Abel Mascarenhas
IFRRU2020
Alberto Haddad
Alberto Haddad
d.i.i.
Alberto López Balbas
Alberto López Balbas
AEXX CAPITAL
Ana Rita Figueiras
Ana Rita Figueiras
Finangeste
Andre Coelho
Andre Coelho
Pacific Capital Partners
António Fontes
António Fontes
Banco Santander Totta
António Pereira Dias
António Pereira Dias
Bondstone
Arantxa Prado
Arantxa Prado
Panattoni Europe - Madrid
Carla André
Carla André
Reviva Capital
Carla Ribeiro dos Santos Casquinha
Carla Ribeiro dos Santos Casquinha
Auxadi
Carlos Costa
Carlos Costa
NHOOD - Portugal
Carsten Czarnetzki
Carsten Czarnetzki
AEW Europe
Catarina Pereira
Catarina Pereira
Banco de Investimento Global
Christopher Hütwohl
Christopher Hütwohl
Corestate Capital Advisors
Abel Mascarenhas
Abel Mascarenhas
President of the Executive BoardIFRRU2020
Portugal
O Eng.º Abel Mascarenhas preside à Comissão Diretiva da Estrutura de Gestão do IFRRU 2020, órgão máximo de direção desta estrutura de missão, criada especificamente para gerir este instrumento financeiro. Para além de assumir a responsabilidade pela representação institucional, coordena as áreas de auditoria, sistemas de informação e pagamentos. Com reconhecida experiência na área financeira, tecnológica e de coordenação, contribui ativa e empenhadamente para o planeamento, conceção e a execução da estratégia de implementação do IFRRU 2020.
Alberto Haddad
Alberto Haddad
Senior Advisord.i.i.
Germany
After a career in strategy consulting at McKinsey, Alberto became a real estate and venture capital investor from his Boston basis, as well as in selected emerging markets. He previously was a senior executive in several multinational companies including IBM, Olivetti and Eastman Kodak. Alberto sits on several boards of directors and advisory boards. He is also a Senior Advisor of d.i.i, a German real estate investment platform managing more than €2bn. A graduate from Sciences-Po Paris (EcoFi), Alberto also holds a Master of Science (MBA) from MIT and a Bachelor of Arts in Economics from the American University of Beirut.
Alberto López Balbas
Alberto López Balbas
CEO AEXX CAPITAL / FOUNDER URBANIAAEXX CAPITAL
Spain
CEO AEXX CAPITAL, a Madrid/London based privately held investment firm specialised in direct lending, asset backed distressed debt and other unique special situations, primarily in western Europe. Alberto is the Co-founder of URBANIA INTERNATIONAL, a real estate private equity firm with over €1 billion under management. Mr. Lopez has been involved in over €2 billion of opportunistic, value add and debt real estate investing in Europe. Mr. Lopez received an International MBA from EM Lyon & EOI and has a Bachelor’s degree of Economics.
Ana Rita Figueiras
Ana Rita Figueiras
Associate DirectorFinangeste
Portugal
Andre Coelho
Andre Coelho
Pacific Capital Partners
Portugal
António Fontes
António Fontes
Head de Fomento à ConstruçãoBanco Santander Totta
Portugal
Arantxa Prado
Arantxa Prado
Senior Director Capital MarketsPanattoni Europe - Madrid
Luxembourg
Carla André
Carla André
Managing DirectorReviva Capital
Portugal
Carla Ribeiro dos Santos Casquinha
Carla Ribeiro dos Santos Casquinha
Country Manager PortugalAuxadi
Spain
Carlos Costa
Carlos Costa
Real Estate Director SouthNHOOD - Portugal
Portugal
Carsten Czarnetzki
Carsten Czarnetzki
Country Head SpainAEW Europe
Spain
Carsten is Country Head for Spain as well as portfolio manager for AEW Europe Value Investors, a core-plus/value-add fund actively acquiring office assets across Europe. Carsten has over 15 years’ experience in acquiring and managing real estate assets throughout the US and Europe. Prior to joining AEW, Carsten was a Director at Generali, previously also working at Deutsche Bank M&A, JER Partners and Starwood Capital Group. Carsten is a German national, fluent in English, Spanish and French.
Catarina Pereira
Catarina Pereira
Banco de Investimento Global
Portugal
Christopher Hütwohl
Christopher Hütwohl
Managing DirectorCorestate Capital Advisors
Spain
Christopher Hütwohl has covered management positions in project development, asset management and investment management and was regional manager Southern Europe for Germany’s leading real estate funds from 2002 - 2014. He has headed many benchmark operations throughout Europe in the volume of more than 3bn. Euros. His former engagements include: Commerzbank AG (1995 - 2000), Fraport AG (Frankfurt Airport Authority) (2000 - 2002), Commerz Real AG (2002 - 2008), Deka Immobilien GmbH (2008 - 2014)
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