{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Havenstone Stack","title":"Urban Logistics: Long-Term Asset - Christian Jamison","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/1fb81dfb\"></iframe>","width":"100%","height":180,"duration":2492,"description":"The market for European real estate investment is constantly shifting, presenting unique challenges in capital allocation, especially within niche sectors like urban industrial assets.\nThis 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.\nHost 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.\nTHINGS WE SPOKE ABOUT\nDefensive nature attracted Christian to logistics.\nUrban infill markets create rent growth.\nTrading discretion for fund-like economics works.\nCompany culture is crucial for platform success.\nDon't underestimate old building capex issues.\nGUEST DETAILS\nChristian 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\nChristian’s Contact Details:\nCompany Website: valorrep.com \nLinkedin: inkedin.com/in/christian-jamison-266b791\nQUOTES\nOne 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 \nBeing smart in itself is not enough. I mean, actually, you need to have EQ - Christian Jamison \nIf you're not a sector specialist, and you want to start a...","thumbnail_url":"https://img.transistorcdn.com/N6tAJ1g7pscYJ_9Pdcsr9VXpGScT73k-QbTWy5LqEpY/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9jYzA4/MTdkOTQ4NTZkMzcz/YTM2YzRkNzM0ZDY0/MzJlZS5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}