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Portugal GRI 2023

Senior private meeting to connect local and international players and position Portugal as a real estate investment destination

103 people are attending
Credit: Trabantos / Shutterstock

ABOUT PORTUGAL GRI 2023

Format
Much like a conversation in your own living room, the deal flow discussions’ exclusive format throughout two days allow you to interact and engage freely among peers. Find the right partners for your business, build valuable relationships, and keep the conversation going.
Audience
Portugal GRI is a gathering in Lisbon for senior asset owners, developers, investors, lenders, experts, active in the Portuguese and European real estate markets. 

Unique Format

 
Expand your network
 
In-depth industry knowledge with strategic insights
 
Transational discussions about the market

Program

30th May | 14:30 - 15:30
Paula Carvalho
Paula Carvalho
Chief Economist
Banco BPI
Paula Carvalho
Paula Carvalho
Chief EconomistBanco BPI
Portugal
Head of BPI's Economic Studies Department since 2013, has been working in banking since 1987, with focus on financial and economic research. Expert for the Portuguese, Angola and Mozambique markets and responsible for scenarios and risk analysis over these economies, a responsibility that now holds at CaixaBank Group. Paula holds an MBA from Universidade Nova de Lisboa and a degree in Economics from the same university.
http://www.bancobpi.pt/
http://www.bancobpi.pt/
+351 21 720 7713
Porto | Portugal

Macroeconomic Outlook

Resilient so far, but will it last in these troubled times?

  • Growth After the Rebound – Will growth in Portugal remain above the Eurozone?
  • Families and Businesses – Better placed to face challenges ahead?
  • Inflation – How persistent will it be?
  • Public Accounts – Will fiscal policy remain prudent or take advantage of the margin?
  • External Accounts – The mirror of structural improvement?
  • Conclusions and Main Risks
30th May | 16:15 - 17:15

Rented Living Segments

Less dispersed and more institutionalized offers or difficult scale and attraction of investors?

Co-chairs
João PitaRound Hill Capital Moderator
António de AbreuHipoges
Filipa RosetaCâmara Municipal de Lisboa
Garth MartinEQTY CAPITAL
Hugo Gonçalves PereiraU.Hub
Jorge FonsecaBF Group
José RochaSonae Sierra
Katja PazelskayaBlue Tagus

Shopping & Retail

Standing out with new transactions and entrants or selective deals for just a few?

Co-chairs
Nuno NunesCBRE Portugal Moderator
Daniela GomesIkea Portugal
Fernando FerreiraSquare Asset Management
João Carlos LelisSonae Sierra
Rui ToméEastBanc
Sónia VenturaMcDonald's Portugal

Rented Living Segments

Less dispersed and more institutionalized offers or difficult scale and attraction of investors?

  • Early Stages - Exciting growth and transaction volumes opportunities?
  • Land Availability & Construction Costs - Scarcity and pricing constraints, or market fundamentals to rely on?
  • New Entrants - Competitive landscape to change and more products to come soon?
  • Future Highlights - Tight margins and regulation to affect deals liquidity?
Moderator
João Pita
João Pita
Senior Vice President
Round Hill Capital
António de Abreu
António de Abreu
Director Portfolio Management Real Estate
Hipoges
Filipa Roseta
Filipa Roseta
Vereadora da Habitação e Obras Municipais
Câmara Municipal de Lisboa
Garth Martin
Garth Martin
Group CEO
EQTY CAPITAL
Hugo Gonçalves Pereira
Hugo Gonçalves Pereira
CEO
U.Hub
Jorge Fonseca
Jorge Fonseca
Founder and President
BF Group
José Rocha
José Rocha
Director, Expansion and Strategy, Developments
Sonae Sierra
Katja Pazelskaya
Katja Pazelskaya
Managing Partner
Blue Tagus
João Pita
João Pita
Senior Vice PresidentRound Hill Capital
Portugal
João is a SVP at Round Hill Capital and has over fifteen years of experience in the real estate space. He is responsible for RHC’s activity in the Portuguese market. Prior to joining Round Hill Capital in 2018, João worked for Teixeira Duarte, where he was involved in multiple platforms, sourcing and developing over 5 million square feet of commercial, residential and mixed used opportunities in Portugal and Africa. João started his career working as a project manager, helping to bring forward a 1.5 million square feet of residential and office schemes in Lisbon. He holds a combined MSc in Civil Engineering and is a member of the Portuguese Chamber of Chartered Engineers.”
António de Abreu
António de Abreu
Director Portfolio Management Real EstateHipoges
Portugal
Filipa Roseta
Filipa Roseta
Vereadora da Habitação e Obras MunicipaisCâmara Municipal de Lisboa
Portugal
Garth Martin
Garth Martin
Group CEOEQTY CAPITAL
Portugal
With over 20 years in property development and investment, Garth has been investing in Portugal since 2016. Aside from co-founding a property development company, Garth’s previous roles include Senior Manager of Development and Hospitality within the sovereign wealth fund of Abu Dhabi. Garth oversees the day to day running of the business.
Hugo Gonçalves Pereira
Hugo Gonçalves Pereira
CEOU.Hub
Portugal
Jorge Fonseca
Jorge Fonseca
Founder and PresidentBF Group
Portugal
Jorge Fonseca has a hugely successful business track record that spans over 12 countries in America, Asia and Europe but began in the most unlikely way possible: in 1983, at the tender age of 19, in what was supposedly a temporary job in direct sales to put to good use a few weeks of free time he had before starting college in Toronto, Canada. Less than a year after he started, Jorge had already opened his first independent company, and from then went on to expand the business in the US, beginning with covering Florida and New York, and also South America and Europe, training affiliates that took the business to geographies as diverse as Japan, Thailand, Chile and South Africa. He founded his Portuguese and Spanish businesses in 1989.
José Rocha
José Rocha
Director, Expansion and Strategy, DevelopmentsSonae Sierra
Portugal
Katja Pazelskaya
Katja Pazelskaya
Managing PartnerBlue Tagus
Portugal
Following a decade of experience in the real estate financing sector, Katja (Ekaterina) Pazelskaya became a managing partner at Blue Tagus, co-founded by her in 2013. In her role, she has been focused on translating investment strategies into tailor-made real estate investment programmes that work in geography-specific context. Next to that, Katja manages acquisitions, as well as creates real estate products adequate to the economic and market cycle. Before co-founding Blue Tagus, Katja had extensive experience in structuring and placement of funding and capital solutions for real estate loans portfolio. She was an Executive Director at ABN AMRO (Amsterdam / London) , overseeing a €120 billion real estate loan book.

Shopping & Retail

Standing out with new transactions and entrants or selective deals for just a few?

  • Investment Deals - Investments lagging affecting deals, or yields keeping a positive trend?
  • Transactions - Does the market need to settle more before we see new capital allocation strategies?
  • Price Expectations & Financing - Spike of distressed assets? How much reduction of debt level is pushing on sales? 
  • Innovation Rearrangement - Innovative practices into high streets and shopping malls in on-off retail experience?
Moderator
Nuno Nunes
Nuno Nunes
Head of Capital Markets
CBRE Portugal
Daniela Gomes
Daniela Gomes
Asset Management Leader
Ikea Portugal
Fernando Ferreira
Fernando Ferreira
CIO
Square Asset Management
João Carlos Lelis
João Carlos Lelis
Director Fund Management
Sonae Sierra
Rui Tomé
Rui Tomé
Chief Financial Officer
EastBanc
Sónia Ventura
Sónia Ventura
McDonald's Portugal
Nuno Nunes
Nuno Nunes
Head of Capital MarketsCBRE Portugal
Portugal
Daniela Gomes
Daniela Gomes
Asset Management LeaderIkea Portugal
Portugal
Fernando Ferreira
Fernando Ferreira
CIOSquare Asset Management
Portugal
João Carlos Lelis
João Carlos Lelis
Director Fund ManagementSonae Sierra
Portugal
João Lélis joined Sonae Sierra in 2004 as an investment analyst, later becoming Director of the Fund Management business. As member of the executive team, current responsibilities include management of the real estate funds co-owned by Sonae Sierra, of the direct investments outside Iberia and transaction support. Prior to Sonae Sierra, João was a consultant with McKinsey & Company and also with Arthur Andersen. João completed the INSEAD – Advanced Management Programme in 2018 and the INSEAD - International Executive Programme in 2010. He also holds an MBA from the Yale University School of Management (2002) and a BS in Management from Faculdade de Economia do Porto (1997).
Rui Tomé
Rui Tomé
Chief Financial OfficerEastBanc
Portugal
Sónia Ventura
Sónia Ventura
McDonald's Portugal
Portugal
30th May | 17:45 - 18:45

Financing

Players well capitalized across the capital stack or not everyone happy with riskier positions?

Co-chairs
Igor BorregoCBRE Portugal Moderator
Jaime CanoAlantra
Nuno ES SilvaFinSolutia
Pablo Díaz Fernández-BernalAexx Capital
Ricardo Alexandre Martins Gomes PereiraFINPROP Capital
Ricardo DuarteBanco BPI

Financing

Players well capitalized across the capital stack or not everyone happy with riskier positions?

  • Turbulent time knocking at the door or adequate profitability for the brave?
  • Banks - What's left with less appetite for riskier positions?
  • Alternative Lenders - To play a leading role from senior lending to opportunistic? 
  • Key Driver - Where interest rates and property values will land?
Moderator
Igor Borrego
Igor Borrego
Capital Advisors Senior Director
CBRE Portugal
Jaime Cano
Jaime Cano
Partner Private Debt
Alantra
Nuno ES Silva
Nuno ES Silva
Managing Partner
FinSolutia
Pablo Díaz Fernández-Bernal
Pablo Díaz Fernández-Bernal
Principal
Aexx Capital
Ricardo Alexandre Martins Gomes Pereira
Ricardo Alexandre Martins Gomes Pereira
Managing Partner
FINPROP Capital
Ricardo Duarte
Ricardo Duarte
Director
Banco BPI
Igor Borrego
Igor Borrego
Capital Advisors Senior DirectorCBRE Portugal
Portugal
Jaime Cano
Jaime Cano
Partner Private DebtAlantra
Spain
Alantra Private Debt manages directly and indirectly c.€1.2bn in AuM focused on the European mid-market with different debt strategies including RE debt, corporate direct lending and special opportunities. Alantra Debt Funds are among the most active in its segment, having closed more than 40 transactions over the last five years in Europe. In RE debt, Alantra Private Debt provides senior (single-digit all-in cost) and/or subordinated financing of all the asset classes (logistic, office, retail, hotel, coliving, other alternative, etc.) including development financing. Jaime Cano is partner in Alantra Private Debt since 2017. Prior to joining Alantra, Jaime was the Head of Real Estate Structured Finance for Iberia in Société Générale CIB.
Nuno ES Silva
Nuno ES Silva
Managing PartnerFinSolutia
Portugal
Nuno has more than 20 years of experience and is the founding partner of Finsolutia & FS Capital. Throughout his career, Nuno has gained valuable experience and exposure to credit and real estate across Southern Europe. Prior to starting FinSolutia, Nuno worked in capital market divisions in IB, top strategy consulting firm, private equity and non core asset management, leading the first NPL deal in Iberia among other very relevant transactions. Nuno attended the OPM at Harvard Business School, inter-Alpha program at INSEAD, holds a MBA with honors (Beta Gamma Sigma) from SDSU-California State University, a Post Graduate degree in Corporate Finance (ISCTE) and a business degree.
Pablo Díaz Fernández-Bernal
Pablo Díaz Fernández-Bernal
PrincipalAexx Capital
Spain
Ricardo Alexandre Martins Gomes Pereira
Ricardo Alexandre Martins Gomes Pereira
Managing PartnerFINPROP Capital
Portugal
Ricardo Duarte
Ricardo Duarte
DirectorBanco BPI
Portugal
31st May | 10:00 - 11:00

International Investors

Consistency and steady flow of investments or less robustness of realization?

  • Is Portugal comparatively well positioned among peers?
  • Compressed Yields - Most sought-after asset classes remained competitive compared to other major European markets?
  • Equity and Debt - New investments and refinancing for development highlights
  • Values Adjustments - Higher interest rates and pricing changes, investors rotating back to new positions?
  • Will the growing real estate complexity and rules bring new opportunities to Portugal?
ROOM
31st May | 11:30 - 12:30

Hospitality

Greater intensity of investment deals in new locations or hidden spots already taken?

Co-chairs
José ParaísoKalam Moderator
Antón de la RicaLíbere Hospitality
Antonio SilvaBF Group
Daniel HermannLimehome
Dimitri ChandoginNUMA Group
Dror RasinOlala Homes
Vitor Freitas DuarteSonae Sierra

Light Industrial & Logistics

Tenacious deals or slowdown of activities with entry prices and yield changes?

Co-chairs
Pedro ValenteColliers Portugal Moderator
António Pereira DiasBondstone
Arantxa PradoPanattoni Europe - Madrid
Ben AlogoMontepino
Duarte FerreiraGreenVolt
Joan VidiellaSpinnia
João CristinaMerlin Properties

Hospitality

Greater intensity of investment deals in new locations or hidden spots already taken?

  • Hospitality Performance - Are accelerating hotels fundamentals and macroeconomic headwinds underpinning strong investment opportunity?
  • Investment Opportunities - Re-emergence of international travel, new opportunities for cross-border hotel investment in the country?
  • Cap-ex and Returns - Hurdles with obsolete properties that are not suitable candidates, what’s the quality level trade-off?
  • Redefining Hospitality - Are players ready to perform on travel experience of short and long stays while outperforming on brand awareness/differentiation, new products and innovation?


Moderator
José Paraíso
José Paraíso
Managing Director Portugal
Kalam
Antón de la Rica
Antón de la Rica
Co-CEO
Líbere Hospitality
Antonio Silva
Antonio Silva
CEO
BF Group
Daniel Hermann
Daniel Hermann
Chief Growth Officer
Limehome
Dimitri Chandogin
Dimitri Chandogin
Co-founder/ President
NUMA Group
Dror Rasin
Dror Rasin
Co-Founder
Olala Homes
Vitor Freitas Duarte
Vitor Freitas Duarte
New Investment Vehicles, Director
Sonae Sierra
José Paraíso
José Paraíso
Managing Director PortugalKalam
Spain
Over 20 years experience with a proven track record as a successful property asset manager and development manager with an extensive knowledge of Residential, Commercial and Hotel industries. Management in Acquisitions, Development and Property Investment Adviser/Leader. Property assets are a really special kind of assets...
Antón de la Rica
Antón de la Rica
Co-CEOLíbere Hospitality
Spain
Antonio Silva
Antonio Silva
CEOBF Group
Portugal
With a management degree from one of Portugal’s most prestigious universities and a master degree in Marketing, Antonio boasts a successful career in management and marketing in companies such as telecom operator Oni and logistics giant DHL. While at Oni, he met the BF Group as a partner and that led to an invitation by Jorge to develop the company’s customer acquisition division in Iberian and latin America countries. Antonio spearheaded the growth of the company from a small group of pioneers to a salesforce of over 1500 highly successful professionals, generating the revenue that allowed the company to begin diversifying its business, starting with Real Estate, Senior Residences/Assisted living and hotel business.
Daniel Hermann
Daniel Hermann
Chief Growth OfficerLimehome
Germany
Dimitri Chandogin
Dimitri Chandogin
Co-founder/ PresidentNUMA Group
Germany
Dimitri Chandogin is a co-founder of Numa Group, the leading European digital hotel operator and technology developer. The company provides disruptive design hotels and serviced apartments for modern travelers. A trusted partner for investors, owners, and developers, NUMA uses proprietary technology-based operating solutions that largely automate operations and increase cost efficiencies and revenues. NUMA successfully operates over 3,500 units in European A-cities, including Berlin, Munich, Rome, Milan, Madrid, Barcelona, Lisbon, Oslo, and Vienna. numastays.com
Dror Rasin
Dror Rasin
Co-FounderOlala Homes
Spain
Results Oriented Entrepreneur & Investor Operating Internationally Across Multiple Industries Focusing Predominantly On Hospitality & Real Estate.
Vitor Freitas Duarte
Vitor Freitas Duarte
New Investment Vehicles, DirectorSonae Sierra
Spain
Vitor Freitas Duarte joined Sonae in 1997 and held various positions ranging from Investor Relations at Sonae SGPS to Project Manager at Sonae UK. In 2004 he joined Sonae Sierra as a Finance Manager and, three years later, he assumed responsibilities as Senior Manager for New Projects and Acquisitions in Europe. In 2010, he was also appointed Corporate Controller with responsibilities for information systems and European back offices. In 2017 Vitor moved to the Madrid office with responsibilities for the investment and management of ORES Socimi and developing new investment vehicles. Academic achievements: Degree in Management, Oporto University; MBA, ESADE Business School/NYU Stern.

Light Industrial & Logistics

Tenacious deals or slowdown of activities with entry prices and yield changes?

  • Investment Volumes - To keep the pace with big and tenacious deals?
  • Market Transactions & Deals - Competition compressing yield strategies or high-quality products to sustain virtuous growth?
  • Development & Rental Market - Will prices in key markets continue a positive trend?
  • New Locations & Bets - Getting more ground with pricing disparities?
Moderator
Pedro Valente
Pedro Valente
Managing Director
Colliers Portugal
António Pereira Dias
António Pereira Dias
Partner & Chief Investment Officer
Bondstone
Arantxa Prado
Arantxa Prado
Senior Director Capital Markets
Panattoni Europe - Madrid
Ben Alogo
Ben Alogo
Director International Business Development
Montepino
Duarte Ferreira
Duarte Ferreira
Global Decentralized Energy Director
GreenVolt
Joan Vidiella
Joan Vidiella
Managing Partner
Spinnia
João Cristina
João Cristina
Country Manager
Merlin Properties
Pedro Valente
Pedro Valente
Managing DirectorColliers Portugal
Portugal
António Pereira Dias
António Pereira Dias
Partner & Chief Investment OfficerBondstone
Portugal
Arantxa Prado
Arantxa Prado
Senior Director Capital MarketsPanattoni Europe - Madrid
Spain
Ben Alogo
Ben Alogo
Director International Business DevelopmentMontepino
Spain
Duarte Ferreira
Duarte Ferreira
Global Decentralized Energy DirectorGreenVolt
Portugal
Duarte Ferreira leads the Global Decentralized Energy Generation Business Unit @ Greenvolt – Renewable Energy, Inc by incorporating a series of European Companies where he sits as Board Member. The Decentralized Energy Generation Business Unit (Solar + Electric Mobility + Energy Storage) is the top transformational project within Greenvolt in line with the REPower EU strategy and that touches all business verticals to turn our buildings in net-zero real estate assets. Duarte has an extensive national and international experience in challenging corporate leadership roles in B2B and B2C sectors as electric mobility, renewable energy, environment or FMCG.
Joan Vidiella
Joan Vidiella
Managing PartnerSpinnia
Spain
Joan is the Managing Partner of Spinnia, a leading real estate investment manager mainly focussed in Spain, Portugal and México, sourcing, executing and managing opportunities for a broad base of international institutional investors in the industrial/logistics and hospitality sectors, eventually coinvesting in the opportunities. Through his 30-year career of real estate investment and development experience in Europe, the Americas and the Middle East, Joan has been active across various asset classes including industrial, office, mixed use, and residential, totalling a track record of almost €4 Bn of investments. Joan holds a BA (UB, Barcelona), and an MBA-MIM (ESADE, Barcelona).
João Cristina
João Cristina
Country ManagerMerlin Properties
Portugal
João Cristina is the Portugal Director of Merlin Properties since 1 January 2018. From 2006 until that time, he held Investment Management positions at Rockspring PIM and Orion Capital Managers, all based in Madrid. He returned to Portugal, during 2014, to assume the General Manager role in SILCOGE, a leading Portuguese real estate company. He studied Finance at ISCTE and has an MBA from IE -Instituto de Empresa. Joao Specialized in acquisitions and asset management throughout the Iberian Peninsula, where he has more than 12 years’ experience. Over the last year, João has focused on increasing Merlin’s footprint in the Portuguese real estate market (acquisitions) while improving present occupational levels of the portfolio asset management
31st May | 13:00 - 14:00

American Capital

Ready for soft landing and entry points or transaction volumes not there yet?

Co-chairs
Filipa Arantes PedrosoJ+Legal Moderator
Felipe Monteiro da CostaPinecreek Investments
Felipe RodriguesRio Capital
Gustavo NicolauAkylas Patrimonial
Mucio MattosVectis Gestão
Nuno CoelhoLX5 Realty
Patricia PintoSonae Sierra
Ricardo PucciGalli Investimentos e Participações
Rui RuivoBTG Pactual

American Capital

Ready for soft landing and entry points or transaction volumes not there yet?

  • Market Fundamentals - What drivers are investors relying on?
  • Portfolio Diversification - Shifts in assets, what to expect from a new position in a new country?
  • Prime Locations - Growth of new investors and competition, or high cost of capital making it difficult to access good opportunities?
  • Will growing investment attraction bring new opportunities to Portugal's top cities?
Moderator
Filipa Arantes Pedroso
Filipa Arantes Pedroso
Partner
J+Legal
Felipe Monteiro da Costa
Felipe Monteiro da Costa
Managing Director
Pinecreek Investments
Felipe Rodrigues
Felipe Rodrigues
CFO
Rio Capital
Gustavo Nicolau
Gustavo Nicolau
Managing Director
Akylas Patrimonial
Mucio Mattos
Mucio Mattos
Partner & Head of Credit
Vectis Gestão
Nuno Coelho
Nuno Coelho
Managing Director
LX5 Realty
Patricia Pinto
Patricia Pinto
Director, Investor Relations
Sonae Sierra
Ricardo Pucci
Ricardo Pucci
CEO
Galli Investimentos e Participações
Rui Ruivo
Rui Ruivo
Executive Director
BTG Pactual
Filipa Arantes Pedroso
Filipa Arantes Pedroso
PartnerJ+Legal
Portugal
Felipe Monteiro da Costa
Felipe Monteiro da Costa
Managing DirectorPinecreek Investments
Portugal
Felipe Rodrigues
Felipe Rodrigues
CFORio Capital
Portugal
Gustavo Nicolau
Gustavo Nicolau
Managing DirectorAkylas Patrimonial
Brazil
Gustavo Nicolau is an economist graduated from PUC-SP and executive MBA from Ibmec (Insper). He was financial manager of an electrical engineering company with operations in infrastructure, shopping centers, hypermarkets and industries in Brazil, Argentina and Uruguay. He was also financial and administrative consultant for companies related to the real estate industry and family office, focusing on strategic, corporate and succession planning areas. Developed a residential development in partnership with a major player in the real estate market and established Akylas Patrimonial in the real estate development market.
Mucio Mattos
Mucio Mattos
Partner & Head of CreditVectis Gestão
Brazil
Partner and Head of Credit of Vectis since 2016. Prior to joining Vectis, Mr. Mattos worked for 5 years at Credit Suisse in the Fixed Income Division, where he was responsible for leading the execution of fixed income structured transactions. Prior, he worked at JP Morgan in the Credit department, covering financial institutions in Brazil and in Latin America, and in the Investment Banking area, where he participated in several merger and acquisition and capital markets transactions. Mr. Mattos holds a bachelor’s degree in Economics from the FEA-USP.
Nuno Coelho
Nuno Coelho
Managing DirectorLX5 Realty
Portugal
Nuno Coelho is a realty investor and developer with more than 20 years' experience in Portugal and Brazil. Involved in more than 500.000 m2 in development projects with over 200 million EUR raised in equity/debt has been partner in several real estate companies and Private Equity Funds as per investments or management. Electrical engineer with an MBA in FIA-USP (Brazil), a Master's Degree in ISEG (Portugal), has a growth mindset and pursues continued academic evolution (e.g. MIT, Columbia, LSE, FDC, INSPER), and chases real estate opportunities and partnerships in both countries.
Patricia Pinto
Patricia Pinto
Director, Investor RelationsSonae Sierra
Portugal
Patricia has been Investor Relations Director over the last 15 years as well as President of the Portuguese Investor Relations association. She joined Sonae Sierra Investment management team in 2022 after being Head of IR in 2 companies of the Sonae group, a conglomerate, and the largest private employer in Portugal. Previously, she worked as business CFO at Siemens in Portugal, having started her international career at Siemens in Germany, where she managed telecommunication network clients in various European countries. Patricia has a degree in Economics from the Porto School of Economics.
Ricardo Pucci
Ricardo Pucci
CEOGalli Investimentos e Participações
Portugal
Ricardo Pucci joined Galli on 2015 as CEO, the 3rd generation of the family in the business, and is responsible for overseeing operations in Brazil, US and Portugal. Before joining the family business he was Brazil RE Executive for Microsoft, Brazil Real Estate and Site Operations and Latam Strategy Executive for IBM. Prior he worked for Safra Bank and Natura Cosmetics. He is a Civil Engineer and has a Master's Degree from Escola Politécnica da Universidade de São Paulo.
Rui Ruivo
Rui Ruivo
Executive DirectorBTG Pactual
Brazil
31st May | 15:15 - 16:15

Residential

Fundamental drivers sustaining growth ahead or harsh price corrections?

Co-chairs
Claude KandiyotiKrest Real Estate Moderator
Alexandre PessegueiroSonae Sierra
Duarte Soares FrancoHabitat Invest
José ParaísoKalam
Nishant DeshmukhSugee Group
Pedro VicenteOverseas
Teresa RibeiroImota

Offices

Core appetite with quality supply dripping through or not there yet with outdated stocks?

Co-chairs
Margarida CaldeiraBroadway Malyan Moderator
Duarte CastroBanco BPI
Gregory Van der ElstATENOR
Luis GameiroInfinera
Nuno RavaraFS Capital
Peter De SchryverSiemens
Swan SallmardSouth
Tiago Violas FerreiraViolas Ferreira

Residential

Fundamental drivers sustaining growth ahead or harsh price corrections?

  • Investment Opportunities - Exciting growth and transaction volumes opportunities in residential deals?
  • Prices - Prime locations picking up and surging housing prices, demand and supply in-balance constraints?
  • Land Availability & Costs - Market saturation standing in big cities, bigger opportunity for investment in new markets?
  • New Entrants - Competitive landscape to change with fresh local and international players?
  • Challenges - What to expect from the new housing government program in the future?
Moderator
Claude Kandiyoti
Claude Kandiyoti
CEO
Krest Real Estate
Alexandre Pessegueiro
Alexandre Pessegueiro
Head of Development in Iberia
Sonae Sierra
Duarte Soares Franco
Duarte Soares Franco
Director of Sales And Business Development
Habitat Invest
José Paraíso
José Paraíso
Managing Director Portugal
Kalam
Nishant Deshmukh
Nishant Deshmukh
Founder & Managing Director
Sugee Group
Pedro Vicente
Pedro Vicente
CEO
Overseas
Teresa Ribeiro
Teresa Ribeiro
Member of the board, Architect, Director of the Project Department
Imota
Claude Kandiyoti
Claude Kandiyoti
CEOKrest Real Estate
Belgium
Alexandre Pessegueiro
Alexandre Pessegueiro
Head of Development in IberiaSonae Sierra
Spain
As Head of Asset Management at Sonae Sierra in Spain since July 2015, Alexandre Pessegueiro is in charge of the management of the group's assets in the country. Pessegueiro has almost 20 years' experience in the real estate sector working for Sonae Sierra since 2000. From 2004 to 2007 he was a coordinator of financial services and was subsequently named coordinator of the Treasury Management and Pan-European Shared Service Department. Before taking on his current position, he was Asset Manager of Sonae Sierra in Spain where he was evolved in several acquisitions, dispositions and joint venture agreements of real estate schemes. Alexandre Pessegueiro has a degree in Business Administration from the School of Economics.
Duarte Soares Franco
Duarte Soares Franco
Director of Sales And Business DevelopmentHabitat Invest
Portugal
Director of Sales And Business Development - Habitat Invest is a private real estate investment company founded in 2004. A One-stop-shop, which accompanies all stages of the project, from the identification of opportunities and negotiation to rehabilitation, sale & leasing.
José Paraíso
José Paraíso
Managing Director PortugalKalam
Spain
Over 20 years experience with a proven track record as a successful property asset manager and development manager with an extensive knowledge of Residential, Commercial and Hotel industries. Management in Acquisitions, Development and Property Investment Adviser/Leader. Property assets are a really special kind of assets...
Nishant Deshmukh
Nishant Deshmukh
Founder & Managing DirectorSugee Group
India
Pedro Vicente
Pedro Vicente
CEOOverseas
Portugal
Pedro Vicente is OVERSEAS CEO. OVERSEAS is an independent "committed to green" developer, based in Lisboa, Portugal, focused on ESG, nZEB buildings, electric mobility, branded and luxury real estate. The company was incorporated in 2022 and has currently 5 projects, with an investment of 130M€. Pedro has a large experience in the real estate market in Portugal, through companies like EPUL - Empresa Pública de Urbanização de Lisboa (state owned company), Level Constellation (Chinese real estate fund) and Habitat Invest (top 5 real estate developers in Portugal). Pedro is Vice-President of APPII (Real estate investors and developers Portuguese Association).
Teresa Ribeiro
Teresa Ribeiro
Member of the board, Architect, Director of the Project DepartmentImota
Portugal
Lisbon-based qualified Architect and Managing Partner with close to 20 years of professional experience in the realm of architecture, project management and rehabilitation, and real estate promotion

Offices

Core appetite with quality supply dripping through or not there yet with outdated stocks?

  • Core and search for quality backing investors' confidence and new supply?
  • Unbalanced demand-supply, what to expect from older stocks and secondary locations? Reconversions ahead?
  • Rental and Occupational Markets - Will development deals be sustained?
  • Financing - Owners to accept weaker returns and possible risks, or Portugal fundamentals backing investors' confidence?
Moderator
Margarida Caldeira
Margarida Caldeira
Board Director
Broadway Malyan
Duarte Castro
Duarte Castro
Corporate Center Director
Banco BPI
Gregory Van der Elst
Gregory Van der Elst
Country Director Portugal
ATENOR
Luis Gameiro
Luis Gameiro
Facilities Operations Manager, EMEA
Infinera
Nuno Ravara
Nuno Ravara
MD
FS Capital
Peter De Schryver
Peter De Schryver
Head Of Siemens Real Estate
Siemens
Swan Sallmard
Swan Sallmard
Partner
South
Tiago Violas Ferreira
Tiago Violas Ferreira
Partner
Violas Ferreira
Margarida Caldeira
Margarida Caldeira
Board DirectorBroadway Malyan
Brazil
Margarida is a Main Board Director and Chair of the Americas Board, leading the practice’s Lisbon and São Paulo-based teams. She launched the Lisbon Studio in 1996 and 14 years later the São Paulo studio. Since then, both studios have been under her leadership. In 2012 Margarida was appointed to Chair the practice’s Americas Board. Margarida was nominated for the “Inspire Woman Award 2008” in the category of “International Woman of the Year”. She has designed high-profile and award-winning leisure, hospitality and workplace schemes and has been a regular speaker at conferences on topics including masterplanning, resorts, sustainability and regeneration.
Duarte Castro
Duarte Castro
Corporate Center DirectorBanco BPI
Portugal
Gregory Van der Elst
Gregory Van der Elst
Country Director PortugalATENOR
Portugal
Luis Gameiro
Luis Gameiro
Facilities Operations Manager, EMEAInfinera
USA
Peter De Schryver
Peter De Schryver
Head Of Siemens Real EstateSiemens
Germany
Tiago Violas Ferreira
Tiago Violas Ferreira
PartnerViolas Ferreira
Portugal
Tiago Violas Ferreira joined University of Porto – (FEP) Faculty of Economics - in 1988. Latter on, in 1996, he started to work as a Financial Director in his family company and would remain in the office about 10 years. Since 2006 he is the CEO of Holding Violas Ferreira SGPS, where currently he ́s leading development project ́s in the area of real estate, mostly in Porto city.
31st May | 16:45 - 17:45

Local Funds and Investors

Safe navigation across property values or outward shifts in yields with repricing corrections?

Co-chairs
Alexandre MangabeiraRio Capital
Daniel TarecoHabitat Invest
João CristinaMerlin Properties
Miguel França SantanaFidelidade
Pedro CoelhoSquare Asset Management
Tiago EiróEastBanc

Local Funds and Investors

Safe navigation across property values or outward shifts in yields with repricing corrections?

  • Strategies - Core preferred by investors with reevaluated low-risk investments and secured returns, or value-add/opportunistic positions rising?
  • Prime Locations and Products - Safe sea or repricing corrections ahead?
  • Portfolio Diversification - Shifts in assets, what to expect from new positions?
  • New Entrants - More internationals and institutional operations, competitive landscape to change and new partnerships ahead?
Alexandre Mangabeira
Alexandre Mangabeira
CEO
Rio Capital
Daniel Tareco
Daniel Tareco
Board Member
Habitat Invest
João Cristina
João Cristina
Country Manager
Merlin Properties
Miguel França Santana
Miguel França Santana
Board Member
Fidelidade
Pedro Coelho
Pedro Coelho
Chairman
Square Asset Management
Tiago Eiró
Tiago Eiró
CEO
EastBanc
Alexandre Mangabeira
Alexandre Mangabeira
CEORio Capital
Portugal
Daniel Tareco
Daniel Tareco
Board MemberHabitat Invest
Portugal
Board Member - Habitat Invest is a leading developer and asset manager in Portugal, specialising in urban rehabilitation in the Lisbon area.
João Cristina
João Cristina
Country ManagerMerlin Properties
Portugal
João Cristina is the Portugal Director of Merlin Properties since 1 January 2018. From 2006 until that time, he held Investment Management positions at Rockspring PIM and Orion Capital Managers, all based in Madrid. He returned to Portugal, during 2014, to assume the General Manager role in SILCOGE, a leading Portuguese real estate company. He studied Finance at ISCTE and has an MBA from IE -Instituto de Empresa. Joao Specialized in acquisitions and asset management throughout the Iberian Peninsula, where he has more than 12 years’ experience. Over the last year, João has focused on increasing Merlin’s footprint in the Portuguese real estate market (acquisitions) while improving present occupational levels of the portfolio asset management
Miguel França Santana
Miguel França Santana
Board MemberFidelidade
Portugal
He graduated in Civil Engineering from IST, Lisbon in 1988 and started his career at Proman, Centro de Estudos e Projectos, SA, in the Structural Design Department, with special emphasis on participation in the stability projects at Quinta de Carvalhais of Metro Rotunda II, cold storage centers in the Azores. Among many other residential and industrial projects design. Recently, he has been a member of Hagen Imobiliária SA Board for approximately 2 years. Currently and for the last 6 years he is Board Member of Fidelidade Property Europe, SA.,  a company 100 % held by Fidelidade Companhia de Seguros, managing all Real Estate Investments of the Insurance Group.
Pedro Coelho
Pedro Coelho
ChairmanSquare Asset Management
Portugal
55 years, married 2 sons From 2002 - 2017 Square Asset Management - Partner; 1,5 Billion under management in all sectors for retail and institutional clients : Managing the highest Portuguese performance balanced portfolio over the last 8 years in a row according to MSCI/IPD; from 1990 - 2000 ESAF Espírito Santo Activos Financeiros SGPS - Real Estate Managing Director Investments: Portugal, Brazil, Russia.
Tiago Eiró
Tiago Eiró
CEOEastBanc
Portugal
Tiago is the CEO of EastBanc Portugal, having an extensive history working in the commercial real estate industry in different geographies, with Focus on Development. Skilled in Expansion, Negotiation, Business Planning, Leasing, Development, and Asset Management. Strong sales professional with a Master of Business Administration (MBA) from Duke University - The Fuqua School of Business and an Industrial Management Engineer degree from Instituto Superior Tecnico (IST).

Timetable

Tuesday, May 30th 2023
Close See complete schedule
02:30pm - 03:30pm

Macroeconomic Outlook

Resilient so far, but will it last in these troubled times?

  • Growth After the Rebound – Will growth in Portugal remain above the Eurozone?
  • Families and Businesses – Better placed to face challenges ahead?
  • Inflation – How persistent will it be?
  • Public Accounts – Will fiscal policy remain prudent or take advantage of the margin?
  • External Accounts – The mirror of structural improvement?
  • Conclusions and Main Risks
04:15pm - 05:15pm

Rented Living Segments

Less dispersed and more institutionalized offers or difficult scale and attraction of investors?

  • Early Stages - Exciting growth and transaction volumes opportunities?
  • Land Availability & Construction Costs - Scarcity and pricing constraints, or market fundamentals to rely on?
  • New Entrants - Competitive landscape to change and more products to come soon?
  • Future Highlights - Tight margins and regulation to affect deals liquidity?

Shopping & Retail

Standing out with new transactions and entrants or selective deals for just a few?

  • Investment Deals - Investments lagging affecting deals, or yields keeping a positive trend?
  • Transactions - Does the market need to settle more before we see new capital allocation strategies?
  • Price Expectations & Financing - Spike of distressed assets? How much reduction of debt level is pushing on sales? 
  • Innovation Rearrangement - Innovative practices into high streets and shopping malls in on-off retail experience?
05:45pm - 06:45pm

Financing

Players well capitalized across the capital stack or not everyone happy with riskier positions?

  • Turbulent time knocking at the door or adequate profitability for the brave?
  • Banks - What's left with less appetite for riskier positions?
  • Alternative Lenders - To play a leading role from senior lending to opportunistic? 
  • Key Driver - Where interest rates and property values will land?
Wednesday, May 31st 2023
Close See complete schedule
10:00am - 11:00am

International Investors

Consistency and steady flow of investments or less robustness of realization?

  • Is Portugal comparatively well positioned among peers?
  • Compressed Yields - Most sought-after asset classes remained competitive compared to other major European markets?
  • Equity and Debt - New investments and refinancing for development highlights
  • Values Adjustments - Higher interest rates and pricing changes, investors rotating back to new positions?
  • Will the growing real estate complexity and rules bring new opportunities to Portugal?
11:30am - 12:30pm

Light Industrial & Logistics

Tenacious deals or slowdown of activities with entry prices and yield changes?

  • Investment Volumes - To keep the pace with big and tenacious deals?
  • Market Transactions & Deals - Competition compressing yield strategies or high-quality products to sustain virtuous growth?
  • Development & Rental Market - Will prices in key markets continue a positive trend?
  • New Locations & Bets - Getting more ground with pricing disparities?

Hospitality

Greater intensity of investment deals in new locations or hidden spots already taken?

  • Hospitality Performance - Are accelerating hotels fundamentals and macroeconomic headwinds underpinning strong investment opportunity?
  • Investment Opportunities - Re-emergence of international travel, new opportunities for cross-border hotel investment in the country?
  • Cap-ex and Returns - Hurdles with obsolete properties that are not suitable candidates, what’s the quality level trade-off?
  • Redefining Hospitality - Are players ready to perform on travel experience of short and long stays while outperforming on brand awareness/differentiation, new products and innovation?


01:00pm - 02:00pm

American Capital

Ready for soft landing and entry points or transaction volumes not there yet?

  • Market Fundamentals - What drivers are investors relying on?
  • Portfolio Diversification - Shifts in assets, what to expect from a new position in a new country?
  • Prime Locations - Growth of new investors and competition, or high cost of capital making it difficult to access good opportunities?
  • Will growing investment attraction bring new opportunities to Portugal's top cities?
03:15pm - 04:15pm

Offices

Core appetite with quality supply dripping through or not there yet with outdated stocks?

  • Core and search for quality backing investors' confidence and new supply?
  • Unbalanced demand-supply, what to expect from older stocks and secondary locations? Reconversions ahead?
  • Rental and Occupational Markets - Will development deals be sustained?
  • Financing - Owners to accept weaker returns and possible risks, or Portugal fundamentals backing investors' confidence?

Residential

Fundamental drivers sustaining growth ahead or harsh price corrections?

  • Investment Opportunities - Exciting growth and transaction volumes opportunities in residential deals?
  • Prices - Prime locations picking up and surging housing prices, demand and supply in-balance constraints?
  • Land Availability & Costs - Market saturation standing in big cities, bigger opportunity for investment in new markets?
  • New Entrants - Competitive landscape to change with fresh local and international players?
  • Challenges - What to expect from the new housing government program in the future?
04:45pm - 05:45pm

Local Funds and Investors

Safe navigation across property values or outward shifts in yields with repricing corrections?

  • Strategies - Core preferred by investors with reevaluated low-risk investments and secured returns, or value-add/opportunistic positions rising?
  • Prime Locations and Products - Safe sea or repricing corrections ahead?
  • Portfolio Diversification - Shifts in assets, what to expect from new positions?
  • New Entrants - More internationals and institutional operations, competitive landscape to change and new partnerships ahead?

Contact us

Giovana Caravetti
Giovana Caravetti
Head Southern Europe & France
GRI Club
Leonardo Faria
Leonardo Faria
Head of CEE & DACH
GRI Club
Giovana Caravetti
Giovana
Giovana Caravetti
Head Southern Europe & FranceGRI 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
Leonardo Faria
Leonardo
Leonardo Faria
Head of CEE & DACHGRI Club

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https://cms.law/en/int/publication/our-real-estate-capability-at-your-service
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.
https://www.globaltalent.com.br/
Brazil
We are your strategic partner in talent acquisition for the real estate and infrastructure sector. With over 20 years of experience and a strong presence in Europe, we specialize in optimizing performance by maximizing human resources and operational strategies. Our commitment to excellence drives us to find tailored talent, reshaping organizations and empowering professionals for success. In collaboration with the GRI Club, our global network spans 30 countries.
https://www.wireportugal.com/pt/associadas/todas-associadas/?page=3
Portugal
A WIRE (Women in Real Estate) Portugal tem como objetivo aumentar a visibilidade das Mulheres no setor do Imobiliário e da Construção, através da sua maior representatividade em eventos e iniciativas do setor, por forma a defender os seus interesses, criando uma comunidade de participantes ativas e de referência. Unidas sob este objetivo comum, construímos uma forte rede de confiança e apoio, que visa aportar valor ao Setor, através da partilha de novas perspetivas, proposta de soluções inovadoras e novas abordagens aos principais temas e tendências. Acreditando que, num mundo em contante mudança, a complementaridade, equidade e diversidade permite uma melhor tomada de decisão e, boas decisões, levam-nos mais longe. https://www.wireportugal.com/pt/associadas/todas-associadas/?page=3

Confirmed Participants

André Leal
André Leal
Head of Strategic & New BusinessRetail Mind
Portugal
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