The market for European real estate investment is constantly shifting, presenting unique challenges in capital allocation, especially within niche sectors like urban industrial assets.

This episode explores how to build a scalable, specialist platform successfully in the face of economic turmoil by focusing on proprietary data, sub-market knowledge, and maintaining a clear investment conviction. We deep dive into last mile logistics, the drivers of rent growth, sourcing capital, and the critical importance of company culture.

Host António Dias welcomes Christian Jamison, the Managing Partner and CEO of Valor Real Estate Partners. Christian has successfully scaled Valor into a Pan-European specialist investor, partnering with global institutional capital across the UK, France, Germany, and beyond.

THINGS WE SPOKE ABOUT

Defensive nature attracted Christian to logistics.
Urban infill markets create rent growth.
Trading discretion for fund-like economics works.
Company culture is crucial for platform success.
Don't underestimate old building capex issues.

GUEST DETAILS

Christian Jamison is the Managing Partner and CEO of Valor Real Estate Partners. Valor is one of Europe's leading platforms focused on urban and last mile logistics, deploying capital across the UK, France, Germany, and beyond. His achievements and main skills include: building Valor into a Pan-European specialist investor, maintaining strong conviction in the central investment thesis, and stressing the importance of culture in building a successful platform

Christian’s Contact Details:

Company Website: valorrep.com 

Linkedin: inkedin.com/in/christian-jamison-266b791

QUOTES

One thing that hasn't changed is really our conviction in the investment strategy. We've stayed very true to the central investment thesis is state concert.  - Christian Jamison 

Being smart in itself is not enough. I mean, actually, you need to have EQ - Christian Jamison 

If you're not a sector specialist, and you want to start a new venture, I think it's really hard to get traction with investors. - Christian Jamison

KEYWORDS: #LastMileLogistics #UrbanRealEstate #PrivateEquity #RealEstateInvestment #ValorRealEstate

MORE INFORMATION

Havenstone Capital is a Real Estate Investment and Asset Management firm with a pan-European focus. Leveraging on the team’s extensive experience on both the Equity and Debt markets, Havenstone Capital is dedicated to managing investments across the entire investment cycle in the real estate market by managing and funding real estate projects in various asset classes.

Visit our website;  havenstonecapital.com

This podcast was produced by dustpod.io