TOPIC

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1. From Core to Next-Gen: Redefining Institutional Real Estate

• Transition from Offices and Retail to Alternative Assets (Data Centers, Logistics, Living)

• Structural Drivers: Digitalization, E-commerce, and Demographic Changes

• Role of Real Estate as a Stable Yield Generator for Pension Funds

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2. Data Centers: The New Critical Infrastructure of the Portfolio

• Demand Driven by Cloud, AI, and Data Storage

• Investment Models: Hyperscalers vs. Colocation

• Key Risks: Energy Consumption, Regulation, and Technological Obsolescence

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3. Logistics and Last-Mile Delivery: Capitalizing on the E-commerce Boom

• Evolution of Distribution Centers and Last-Mile Logistics

• Contracts, Indexation, and Flow Stability

• Opportunities in Emerging Markets vs. Developed

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4. Living: The Rise of Multifamily, Senior Living, and Alternative Housing

• Demographic Shifts and New Housing Preferences

• Build-to-Rent, Co-living, and Specialized Residences

• Recurring Cash Flow and Resilience in Economic Cycles

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5. Specialized Assets: Diversification with Purpose

• Life Sciences, Student Housing, Self-Storage, and Healthcare Real Estate

• Integration of ESG Criteria and Sustainability

• Institutional Access: Funds, REITs, and Co-investments