Nelson, Principal Investment Portfolio Manager at BGO. Will discusses BGO's focus on cold storage investments globally, highlighting their approach and motivation. He explains the process of partnering with localized development teams and the factors influencing project locations. 

The conversation delves into assessing viability and returns on investment, considering rising costs and market uncertainties. Will shares insights on the impact of macroeconomic factors like interest rates and the potential challenges ahead. He emphasizes the importance of humility, respect, and collaboration for newcomers entering the industry. Overall, the discussion offers valuable perspectives on navigating the dynamic landscape of cold storage construction investments.

Story Notes:

❄️ Introduction to BGO and Cold Storage Investment

❄️ Collaborative Partnerships and Project Involvement

❄️ Determining Project Locations

❄️ Assessing Viability and Return on Investment

❄️ Market Trends and Future Outlook

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