INVESTOR DAY - WDP › sites › default › files › items › files › Investor Day … ·...

1

INVESTOR DAY 11 & 12 October 2016

#IRDay2016

2

Amsterdam

Rotterdam

Breda

Antwerp

Ghent

MeerhoutGenk

Tilburg

Tiel

Zwolle

Utrecht

Nijmegen

Veghel

Venlo

ROADBOOK RO

AD

BO

OK

TUE

11OCT

DAY 1Deal sourcing and the added value oflogistics for the Fruit and VegetablesSector

WED

12OCT

DAY 2E-fulfillment and Return logistics

3

12 3

5

4

DAY 1

RO

AD

BO

OK

DA

Y 1

DEAL SOURCING

THE ADDED VALUE OF LOGISTICS FOR THE FRUIT AND

VEGETABLES SECTOR

4

DA

Y 1

CEO – WDP

Presentation

Joost Uwents

by

DEALSOURCING D

EA

L SO

UR

CIN

G

5

DEA

L SO

UR

CIN

GD

AY

1

ZELLIK

BREDA

DEALSOURCING

6

1Barendrecht, Dierensteinweg/Spoorwegemplacement

LOC

ATI

ON

1D

AY

1

FOR

SECTORVEGETABLES

FRUITAND

ADDED VALUE

LOGISTICSOF

7

Site area 67,800 m² + redevelopment (2017-20)

Lettable area 44,900 m² (A/B)

Construction year 2016 (last phase under construction)

Lease term 15 years | 10 years

Tenant The Greenery | EPS

DA

Y 1

1Barendrecht, Dierensteinweg/Spoorwegemplacement

LOC

ATI

ON

1

8

1

History

After acquiring the historical site belonging to The

Greenery, WDP has developed a new warehouse site

along the Dierensteinweg to expand the existing

Retail DC of The Greenery. The new development

project also accommodates the logistics activities of

Hagé International, the import division of The

Greenery. For the existing packaging laundry of Euro

Pool System, where the cleaning of crates is

performed for The Greenery, a second new building

is being realized. By 2018, 65,000 m², developed by

WDP, will be available, finalizing the consolidation of

The Greenery’s activities at this location. The DC for

Hollander takes part of The Greenery’s own real

estate.

DA

Y 1

Added value of logistics for Fruit and Vegetables Sector

LOC

ATI

ON

1

9

CFO – The Greenery

1

Presentation

DA

Y 1

Philip Limvers

by

LOC

ATI

ON

1


10

2Ridderkerk, Handelsweg 20/25

DA

Y 1

LOC

ATI

ON

2

FOR

SECTORVEGETABLES

FRUITAND

ADDED VALUE

LOGISTICSOF

11

DA

Y 1

Site area 48,300 m²

Lettable area 43,200 m²

Construction year 2005

Extension 2009

Lease term 20 years

Tenant Bakker Barendrecht

2Ridderkerk, Handelsweg 20/25

LOC

ATI

ON

2

12

History

The location in Ridderkerk, was WDP’s first cooperation with the AGF-

sector. Within the framework of the 2008 Univeg sale and rent back

transaction, WDP acquired this logistic site (existing warehouse and

development potential), situated in the heart of the Netherlands’ fruit

and vegetable region. In autumn, a new warehouse was completed,

offering Bakker another 14,000 m² of storage and logistics space,

including office space. For WDP, this location was a first, namely, from

now on, a multi-floor warehouse became part of the portfolio.

2

RO

AD

BO

OK

DA

Y 1


13

2

Logistiek Directeur – Bakker Barendrecht

Presentation

DA

Y 1

Jan Willem Peppink

by

LOC

ATI

ON

2


14

3Alblasserdam/Papendrecht, Nieuwland Parc

DA

Y 1

LOC

ATI

ON

3

FOR

SECTORVEGETABLES

FRUITAND

ADDED VALUE

LOGISTICSOF

15




Lease term 15 years

Tenant Staay Food Group

DA

Y 1

3Alblasserdam/Papendrecht, Nieuwland Parc

LOC

ATI

ON

3

16

DA

Y 1

LOC

ATI

ON

3

History

A site for Staay Food Group close to Rotterdam.

Triggered by its continuing growth, Staay Food

Group, a company operating worldwide in the fields

of importing, exporting, wholesaling and growing

vegetables and fruit, wanted to centralize its

activities at this location. The acquisition of both the

existing buildings and a new building through a sale

and rent back operation was completed at the

beginning of January. Staay Food Group became

the third AGF-company, choosing WDP as its real

estate partner.

3


17

3

Presentation

DA

Y 1

Rien Panneman

by

General Manager – Staay Food Group

LOC

ATI

ON

3


https://vimeo.com/182657403


18

Presentation

DA

Y 1

Patrick Van den Broeck

by

Group Marketing Manager – WDP

DIG

ITA

L@W

DP

19

11 oct

2016Digital@WDP@patjevdb#IRDay2016

DA

Y 1

DIG

ITA

L@W

DP

20

HOW FAR WOULD YOU GO FOR

YOUR CUSTOMER?

DA

Y 1

DIG

ITA

L@W

DP

21

Video: KLM Lost & Found

DA

Y 1

DIG

ITA

L@W

DP

22

Creating equal added

value customer

experience

online & offline

Our omnichannelstrategy

DA

Y 1

DIG

ITA

L@W

DP

23

The network

marketing dept.

Flexible

Agile

Excellence

Evolution

Disruption

Partners

Innovation

DA

Y 1

DIG

ITA

L@W

DP

24

Gartner hype cycle

DA

Y 1

DIG

ITA

L@W

DP

25

WHAT WE ALREADY DO

DA

Y 1

DIG

ITA

L@W

DP

26

Events

DA

Y 1

DIG

ITA

L@W

DP

27

SITE COMM

DA

Y 1

DIG

ITA

L@W

DP

28

Social media

DA

Y 1

DIG

ITA

L@W

DP

29

Social media

DA

Y 1

DIG

ITA

L@W

DP

30

Content marketing

DA

Y 1

DIG

ITA

L@W

DP

31

www.wdp.eu

DA

Y 1

DIG

ITA

L@W

DP

32

Big data

DA

Y 1

DIG

ITA

L@W

DP

33

Digital office

DA

Y 1

DIG

ITA

L@W

DP

34

Virtual Reality

DA

Y 1

DIG

ITA

L@W

DP

35

#WhatsNext

Video: Microsoft HoloLens

Video: Microsoft HoloLens

DA

Y 1

DIG

ITA

L@W

DP

36

4Bleiswijk, Spectrumlaan 7/9

OWNDEVELOPMENT

DA

Y 1

LOC

ATI

ON

4

37


Lettable area 11,300 m² + 40,000 m² development potential


Lease term 10 years

Tenant MRC Transmark

DA

Y 1

4Bleiswijk, Spectrumlaan 7/9

LOC

ATI

ON

4

38

DA

Y 1

4

History

This location was part of the ‘Maasstede deal’. After

the delivery by real estate developer Maasstede of

the new warehouse for MRC Transmark, a supplier to

the oil and gas industry, WDP acquired this new site

in 2013. In the beginning of 2016, WDP acquired the

remaining part of the land and logistics real estate

from Maasstede, including two buildings in the

logistics segment of high security in Duiven and

Amsterdam, of about 5,300 m² in total, both rented

out to the Cash Solutions department of G4S for a

twelve-year period. At Bleiswijk, another 69,000 m² of

land is available for future development.

LOC

ATI

ON

4

Own development

39

5Barneveld, Nijverheidsweg 50/52

TYRELOGISTICS

DA

Y 1

LOC

ATI

ON

5

40




Redevelopment 2013

Lease term 16 years

Tenant Pon

DA

Y 1

5Barneveld, Nijverheidsweg 50/52

LOC

ATI

ON

5

41

5

History

This site was acquired by WDP by means of a sale

and rent back operation in 2013, after completion

of the turnkey new-build project. The site covers an

area of more than 34,000 m² and is situated in a

prime logistical location along the A1/A30

motorway from Amsterdam to Hannover

(Germany). Nice to know: the PON transaction took

place at the same time of the disposal of the

Czech portfolio, enabling WDP to redeploy the full

proceeds of the latter into a similarly yielding assets

in The Netherlands leased on a long-term basis.

DA

Y 1

LOC

ATI

ON

5

Tyre Logistics

42

5

Presentation

DA

Y 1

Wouter Sanders

by

Director Real Estate – Pon Holdings

Site visitby

Head of Department

Location Barneveld – Pon Facilities

Hans Verhoeven

LOC

ATI

ON

5

Tyre Logistics



43

DA

Y 1

BEN

ELU

X

General Manager BELUX & FR – WDP

Presentation

Kristof De Witte

by

ACTIVE IN

THE ENTIREBENELUX

44

PLOT

9 HA

DEVELOPMENT

FOR

FUTURE TENANTS

STARTING

COMMERCIALIZATION

NEW COUNTRY

Grand Duchy of

LUXEMBOURG

ACQUISITION

22m EUROS (*)

25,000 M²

EXISTING

LEASED BUILDING

ADDITIONAL

DEVELOPMENT

POTENTIAL

EUROHUB CENTREEUROHUB SUD

GERMANY

GERMANY

BELGIUM

BELGIUM

FRANCE

FRANCE

EUROHUB

CENTRE

EUROHUB

SUD

Luxembourg

City

(*) Based on 100% of the investment. WDP will own 55% of the site through a joint venture with the Grand Duchy of

Luxembourg.

DA

Y 1

BEN

ELU

X

Active in the entire BeneLUX

45

RO

AD

BO

OK

DA

Y 2

1

23

4

5

67

DAY 2E-FULFILLMENT

RETURN LOGISTICS

46

RO

AD

BO

OK

DA

Y 2

NORTH OF THE NETHERLANDSLOGISTICS AND INDUSTRIAL

HOTSPOT

ZWOLLE

ZW

OLL

E R

EG

ION

VALUE ADDED LOGISTICS

GERMANY

BALTIC STATES

CROSSROAD

A28|A32|N50

TOWARDS

PORT OF ROTTERDAM

AMSTERDAM INLAND

CONTAINER

TERMINAL

SCANIA

47

1Hasselt, Hanzeweg 31

PARTNERSHIPWITH

HMO

LOC

ATI

ON

1D

AY

2

48




Lease term 10 years

Tenant Westerman Logistics

Extra

DA

Y 2


LOC

ATI

ON

1

49

1History

Multimodal hub in the Zwolle (Hasselt) region, which consists

of a container terminal of around 23,000 m² (on the basis of a

long-term lease for a fixed period of 20 years); directly

connected to this is a cross-dock warehouse of

approximately 10,000 m², which is leased on the basis of a

fixed 10-year lease to Westerman Logistics, a logistics services

provider for the Benelux region and Northern Germany. This

transaction was the result of a collaborative project between

Herstructureringsmaatschappij Overrijssel (HMO), Westerman

Logistics, Schagen Groep and Scania Logistics Netherlands,

as part of which WDP was asked to take over the site as a

strategic partner.

DA

Y 2

LOC

ATI

ON

1

Partnership with HMO

50

Presentation

DA

Y 2

Han Wiendels

by

Director – HMO

LOC

ATI

ON

1

‘Herstructureringsmaatschappij Overijssel’ (HMO)

contributes to the revitalization of ageing industry parks

in Overijssel in the form of knowledge, advice and funds

to these locations.

1


51


PARTNERSHIPWITH

HMO

LOC

ATI

ON

2D

AY

2

52




Lease term 10 years

Tenant Scania

Extra

DA

Y 2


LOC

ATI

ON

2

53

2

History

The second part of this multimodal hub concerns a

distribution centre of about 20,000 m², which houses

the knock-down (*) activities of heavy trucks

manufacturer Scania Logistics Netherlands and

serves its manufacturing site, which is also located in

Zwolle. Again, this transaction was the result of a

collaborative project between

Herstructureringsmaatschappij Overrijssel (HMO),

Westerman Logistics, Schagen Groep and Scania

Logistics Netherlands, as part of which WDP was

asked to take over the site as a strategic partner.

LOC

ATI

ON

2D

AY

2

(*) ‘Complete knock-down’ or ‘CKD’ is a manufacturing process in the

automotive sector. For vehicles manufactured using the CKD process, all

parts are manufactured, packed in crates and shipped to the country of

destination, where they are assembled at a local assembly plant.


54

3Zwolle, Lippestraat 15

VALUE-ADDED

LOGISTICSWASTE

LOC

ATI

ON

3D

AY

2

55




Lease term 4 years

Tenant Kuehne + Nagel

Extra

3Zwolle, Lippestraat 15

LOC

ATI

ON

3D

AY

2

56

3

History

This site was part of the acquisition of the Lake

Side Portfolio in 2012. An expansion project of

approximately 2 million euros that was realized

on an existing site for tenant Kuehne + Nagel in

connection with a contract extension for the

whole site.

LOC

ATI

ON

3D

AY

2

Value-added Waste Logistics

57

3

Presentation

DA

Y 2

Frank Kersten

by

Director Contract Logistics – Kuehne + Nagel

LOC

ATI

ON

3

Value-added Waste Logistics



58

4Zwolle, Mindestraat 7

INDUSTRIALAND

PRODUCTION

LOC

ATI

ON

4D

AY

2

59




Lease term 10 years

Tenant Altrex

Extra

4Zwolle, Mindenstraat 7

LOC

ATI

ON

4D

AY

2

60

History

Early January 2014, WDP acquired the 18,000 m²

warehouse with expansion possibilities. The property

is leased to the current tenant Altrex for ten years.

4

DA

Y 2

LOC

ATI

ON

4

Industrial and Production

61

5Zwolle, Paderbornstraat 21

E-FULFILLMENT

LOC

ATI

ON

5D

AY

2

62




Lease term 15 years

Tenant wehkamp

Extra Excellent

5Zwolle, Paderbornstraat 21

LOC

ATI

ON

5D

AY

2

63

LOC

ATI

ON

5D

AY

2

5

History

On September 23, king Willem-Alexander opened

wehkamp’s new distribution center in Zwolle,

allowing the Dutch e-commerce giant to offer

same day delivery to all of its customers in the

Netherlands. The distribution hub of around 53,000

m² can store more than 4 million products. The

products are ready for delivery just half an hour

after the order has come in. 40% of the electricity

consumption is covered by the solar field on the

roof, the warehouse uses seasonal thermal energy

storage and has an ecological garden. The

wehkamp distribution centre in Zwolle was granted

a BREEAM ‘Excellent’ certificate.

E-fulfillment

© K

laa

sEis

sen

s



64

5

Site visit DA

Y 2

Sander Bolmer

by

Manager Logistics and Warehousing – wehkamp

LOC

ATI

ON

5

E-fulfillment

65

6Harderwijk, Archimedesstraat 9

INDUSTRIALAND

PRODUCTION

LOC

ATI

ON

6D

AY

2

66




Lease term 15 years

Tenant wehkamp

Extra




Lease term 10 years

Tenant Alcoa

Extra

6Harderwijk, Archimedesstraat 9

LOC

ATI

ON

6D

AY

2

67

6

History

At Harderwijk, WDP offers a custom-built

construction project for Alcoa. This is a new

distribution centre with a warehouse totalling over

17,000 m² (excluding offices and mezzanine) on a

plot acquired by WDP. Alcoa prefers this location

given its strategic location close to its Dutch and

German clients. The distribution centre was built

using Alcoa’s own construction materials.

DA

Y 2

LOC

ATI

ON

6


68

6

Site visit DA

Y 2

Lars van den Berg

by

QC, QA and Project manager – Alcoa

LOC

ATI

ON

6


69

Mickaël Van den Hauwe

Presentationby

DA

Y 1

LUX

EM

BO

UR

G

CFO – WDP

SO

LAR

PA

NELS

SOLAR PANELPROGRAMME

DUTCH PROPERTY PORTFOLIO

70

Amsterdam

Rotterdam

Breda

Genk

Tilburg

Tiel

Zwolle

Utrecht

Nijmegen

Veghel

Venlo

Maastricht

SO

LAR

PA

NELS

DA

Y 1

TOTAL CAPACITY

NOW

15 MWp

TOWARDS

30 MWp

Solar panel programme for Dutch property portfolio

71

7Schiphol Logistic Park, Incheonweg 7

AIRFREIGHTLOGISTICS

LOC

ATI

ON

7D

AY

2

72




Lease term 10 years

Tenant Rapid Logistics

Extra

7Schiphol Logistic Park, Incheonweg 7

LOC

ATI

ON

7D

AY

2

73

7

History

During 2012, WDP set foot to the strategic micro

region of Schiphol, confirming WDP’s position as

benchmark setter in the Dutch logistics property

industry. A brand new warehouse was developed

for Rapid Logistics, a specialist in airport-related

logistics in the region of Schiphol based on a 10-

year lease on the new site.

DA

Y 2

LOC

ATI

ON

7

Airfreight Logistics

74

LOC

ATI

ON

8D

AY

2

HIGH-VALUE

CERTIFIED

LOGISTICSTAPA

8Schiphol Logistic Park, Pudongweg 3

75




Lease term 5 years


Extra

8Schiphol Logistic Park, Pudongweg 3

LOC

ATI

ON

8D

AY

2

76

8

DA

Y 2

LOC

ATI

ON

8

History

This location represents the centralization of the

airfreight activities of Kuehne + Nagel at Schiphol

Airport. The logistics service provider takes care of

the handling and distribution of high-value

products. Therefore, this warehouse is TAPA-

certified. Its existing amount of lettable area can be

doubled in the future.

High-value Logistics | TAPA-certified

77

LOC

ATI

ON

9D

AY

2

SPECIALIZED

FLOWER AIRLOGISTICS

9Schiphol, Folkstoneweg 65

78

Site area 13,500 m² (in concession)



Lease term 10 years


Extra Second line airside

9Schiphol, Folkstoneweg 65

LOC

ATI

ON

9D

AY

2

79

9

History

WDP acquired this existing building, formerly owned

by logistic service provider J. van de Put. This

airfreight building of about 8,300 m² is located and

rented out to Kuehne + Nagel for the transhipment

of flowers for large horticultural traders, which is a

strategic logistics niche at Schiphol Airport.

DA

Y 2

LOC

ATI

ON

9

Specialized Flower Air Logistics

80

WDP SHEDS LIGHT

TO LOGISTICS

FIN

AL

NO

TE

81

www.wdp.eu

THANK YOU

82

NOTES

83

NOTES

84

DISCLAIMER

Warehouses De Pauw Comm. VA, abbreviated WDP, having its registered office at Blakebergen 15, 1861 Wolvertem (Belgium), is a

public Regulated Real estate company, incorporated under Belgian law and listed on Euronext Brussels and Amsterdam.

This presentation contains forward-looking information, forecasts, beliefs, opinions and estimates prepared by WDP, relating to the

currently expected future performance of WDP and the market in which WDP operates (“forward-looking statements”). By their very

nature, forward-looking statements involve inherent risks, uncertainties and assumptions, both general and specific, and risks exist that

the forward-looking statements will not be achieved. Investors should be aware that a number of important factors could cause actual

results to differ materially from the plans, objectives, expectations, estimates and intentions expressed in, or implied by, such forward-

looking statements. Such forward-looking statements are based on various hypotheses and assessments of known and unknown risks,

uncertainties and other factors which seemed sound at the time they were made, but which may or may not prove to be accurate.

Some events are difficult to predict and can depend on factors on which WDP has no control. Statements contained in this

presentation regarding past trends or activities should not be taken as a representation that such trends or activities will continue in the

future.

This uncertainty is further increased due to financial, operational and regulatory risks and risks related to the economic outlook, which

reduces the predictability of any declaration, forecast or estimate made by WDP. Consequently, the reality of the earnings, f inancial

situation, performance or achievements of WDP may prove substantially different from the guidance regarding the future earnings,

financial situation, performance or achievements set out in, or implied by, such forward-looking statements. Given these uncertainties,

investors are advised not to place undue reliance on these forward-looking statements. Additionally, the forward-looking statements

only apply on the date of this presentation. WDP expressly disclaims any obligation or undertaking, unless if required by applicable law,

to release any update or revision in respect of any forward-looking statement, to reflect any changes in its expectations or any change

in the events, conditions, assumptions or circumstances on which such forward-looking statements are based. Neither WDP, nor its

representatives, officers or advisers, guarantee that the assumptions underlying the forward-looking statements are free from errors,

and neither of them makes any representation, warranty or prediction that the results anticipated by such forward-looking statements

will be achieved.

85

Date post:	05-Jul-2020
Category:	Documents
Upload:	others
View:	0 times
Download:	0 times

INVESTOR DAY - WDP › sites › default › files › items › files › Investor Day … ·...

Documents