Warehouses De Pauw SA · EURONEXT:WDP
Warehouses De Pauw SA — WDP — Investor Day (October 2016)
85 slides from Warehouses De Pauw SA's investor day presentation, Oct 12, 2016
Slide 1: Investor Day 11 & 12 October 2016
INVESTOR DAY 11 & 12 October 2016 #IRDay2016 1
Slide 2: Roadbook
ROADBOOK ROADBOOK WED DAY 2 12 E-fulfillment and Return logistics OCT Zwolle Amsterdam TUE DAY 1 11 Deal sourcing and the added value of logistics for the Fruit and Vegetables Utrecht OCT Sector Rotterdam Tiel Nijmegen Tilburg Veghel Breda Venlo Antwerp Meerhout Genk Ghent 2
Slide 3: Day 1: Deal Sourcing
ROADBOOK DAY 1 5 4 1 2 3 DAY 1 DEAL SOURCING THE ADDED VALUE OF LOGISTICS FOR THE FRUIT AND VEGETABLES SECTOR 3
Slide 4: Deal Sourcing
DEAL SOURCING DEAL SOURCING DAY 1 Presentation by Joost Uwents CEO – WDP 4
Slide 5: Deal Sourcing: Zellik, Breda
DEAL SOURCING DEAL SOURCING DAY 1 ZELLIK BREDA 5
Slide 6: Location 1: Barendrecht
ADDED VALUE LOCATION 1 OF LOGISTICS DAY 1 FOR FRUIT AND VEGETABLES SECTOR 1 Barendrecht, Dierensteinweg/Spoorwegemplacement 6
Slide 7: Barendrecht, Dierensteinweg/Spoorwegemplacement
LOCATION 1 DAY 1 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 1 Barendrecht, Dierensteinweg/Spoorwegemplacement 7
Slide 8: Location 1: History
LOCATION 1 1 History DAY 1 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, th
Slide 9: Presentation by The Greenery CFO
LOCATION 1 1 DAY 1 Presentation by Philip Limvers CFO – The Greenery Added value of logistics for Fruit and Vegetables Sector 9
Slide 10: Location 2: Ridderkerk
ADDED VALUE LOCATION 2 OF LOGISTICS DAY 1 FOR FRUIT AND VEGETABLES SECTOR 2 Ridderkerk, Handelsweg 20/25 10
Slide 11: Ridderkerk, Handelsweg 20/25
LOCATION 2 DAY 1 Site area 48,300 m² Lettable area 43,200 m² Construction year 2005 Extension 2009 Lease term 20 years Tenant Bakker Barendrecht 2 Ridderkerk, Handelsweg 20/25 11
Slide 12: Location 2: History
ROADBOOK 2 History DAY 1 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’ fru
Slide 13: Presentation by Bakker Barendrecht
LOCATION 2 2 DAY 1 Presentation by Jan Willem Peppink Logistiek Directeur – Bakker Barendrecht Added value of logistics for Fruit and Vegetables Sector 13
Slide 14: Location 3: Alblasserdam/Papendrecht
ADDED VALUE LOCATION 3 OF LOGISTICS DAY 1 FOR FRUIT AND VEGETABLES SECTOR 3 Alblasserdam/Papendrecht, Nieuwland Parc 14
Slide 15: Alblasserdam/Papendrecht, Nieuwland Parc
LOCATION 3 DAY 1 Site area 31,700 m² Lettable area 18,700 m² Construction year 2015 Lease term 15 years Tenant Staay Food Group 3 Alblasserdam/Papendrecht, Nieuwland Parc 15
Slide 16: Location 3: History
LOCATION 3 3 History DAY 1 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. Th
Slide 17: Presentation by Staay Food Group
LOCATION 3 3 DAY 1 Presentation by Rien Panneman General Manager – Staay Food Group Added value of logistics for Fruit and Vegetables Sector 17
Slide 18: Digital@WDP
DIGITAL@WDP DAY 1 Presentation by Patrick Van den Broeck Group Marketing Manager – WDP 18
Slide 19: Digital@WDP October 2016
DIGITAL@WDP DAY 1 Digital@WDP 11 oct 2016 #IRDay2016 @patjevdb 19
Slide 20: How far would you go for your customer?
DIGITAL@WDP DAY 1 HOW FAR WOULD YOU GO FOR YOUR CUSTOMER? 20
Slide 21: Video: KLM Lost & Found
DIGITAL@WDP DAY 1 Video: KLM Lost & Found 21
Slide 22: Our omnichannel strategy
Our omnichannel DIGITAL@WDP strategy Creating equal added DAY 1 value customer experience online & offline 22
Slide 23: The network marketing department
DIGITAL@WDP The network marketing dept. Agile DAY 1 Evolution Flexible Partners Excellence Innovation Disruption 23
Slide 24: Gartner hype cycle
DIGITAL@WDP Gartner hype cycle DAY 1 24
Slide 25: What we already do
DIGITAL@WDP DAY 1 WHAT WE ALREADY DO 25
Slide 26: Events
Events 26 DAY 1 DIGITAL@WDP
Slide 27: Site comm
SITE COMM 27 DAY 1 DIGITAL@WDP
Slide 28: Social media
Social media 28 DAY 1 DIGITAL@WDP
Slide 29: Social media
Social media 29 DAY 1 DIGITAL@WDP
Slide 30: Content marketing
DIGITAL@WDP DAY 1 Content marketing 30
Slide 31: www.wdp.eu
www.wdp.eu 31 DAY 1 DIGITAL@WDP
Slide 32: Marketing technology tools
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Slide 33: Digital office
DIGITAL@WDP Digital office DAY 1 33
Slide 34: Virtual Reality
DIGITAL@WDP Virtual Reality DAY 1 34
Slide 35: #WhatsNext: Video Microsoft HoloLens
DIGITAL@WDP #WhatsNext DAY 1 Video: Microsoft HoloLens Video: Microsoft HoloLens 35
Slide 36: Own Development: Bleiswijk
LOCATION 4 OWN DEVELOPMENT DAY 1 4 Bleiswijk, Spectrumlaan 7/9 36
Slide 37: Bleiswijk, Spectrumlaan 7/9
LOCATION 4 DAY 1 Site area 83,000 m² Lettable area 11,300 m² + 40,000 m² development potential Construction year 2014 Lease term 10 years Tenant MRC Transmark 4 Bleiswijk, Spectrumlaan 7/9 37
Slide 38: Location 4: History
LOCATION 4 4 History DAY 1 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 pa
Slide 39: Tyre Logistics: Barneveld
LOCATION 5 TYRE LOGISTICS DAY 1 5 Barneveld, Nijverheidsweg 50/52 39
Slide 40: Barneveld, Nijverheidsweg 50/52
LOCATION 5 DAY 1 Site area 50,300 m² Lettable area 28,700 m² Construction year 1981 Redevelopment 2013 Lease term 16 years Tenant Pon 5 Barneveld, Nijverheidsweg 50/52 40
Slide 41: Location 5: History
LOCATION 5 5 History DAY 1 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 Ha
Slide 42: Presentation and site visit: Pon
LOCATION 5 5 Presentation DAY 1 by Wouter Sanders Director Real Estate – Pon Holdings Site visit by Hans Verhoeven Head of Department Location Barneveld – Pon Facilities Tyre Logistics 42
Slide 43: Active in the Entire Benelux
ACTIVE IN BENELUX THE ENTIRE BENE LUX DAY 1 Presentation by Kristof De Witte General Manager BELUX & FR – WDP 43
Slide 44: Benelux: New Country Luxembourg, Eurohub
BENELUX NEW COUNTRY Grand Duchy of LUXEMBOURG DAY 1 EUROHUB CENTRE EUROHUB SUD EUROHUB CENTRE BELGIUM Luxembourg ACQUISITION PLOT City 22m EUROS (*) 9 HA GERMANY BELGIUM FRANCE GERMANY 25,000 M² DEVELOPMENT EXISTING FOR EUROHUB LEASED BUILDING FUTURE TENANTS SUD FRANCE ADDITIONAL STARTING DEVELOPMEN
Slide 45: Day 2: E-fulfillment, Return Logistics
ROADBOOK DAY 2 5 1 6 7 4 2 DAY 2 3 E-FULFILLMENT RETURN LOGISTICS 45
Slide 46: Region Zwolle: Value Added Logistics
REGION ROADBOOK GERMANY ZWOLLE BALTIC STATES VALUE ADDED LOGISTICS DAY 2 NORTH OF THE LOGISTICS AND INDUSTRIAL NETHERLANDS HOTSPOT ZWOLLE CROSSROAD A28|A32|N50 TOWARDS PORT OF ROTTERDAM SCANIA AMSTERDAM INLAND CONTAINER TERMINAL 46
Slide 47: Partnership with HMO: Hasselt
LOCATION 1 PARTNERSHIP WITH HMO DAY 2 1 Hasselt, Hanzeweg 31 47
Slide 48: Hasselt, Hanzeweg 31
LOCATION 1 DAY 2 Site area 31,800 m² Lettable area 11,400 m² Construction year 2015 Lease term 10 years Tenant Westerman Logistics Extra 1 Hasselt, Hanzeweg 31 48
Slide 49: Location 1: History
LOCATION 1 1 History DAY 2 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
Slide 50: Presentation by HMO
LOCATION 1 1 DAY 2 Presentation by Han Wiendels Director – HMO ‘Herstructureringsmaatschappij Overijssel’ (HMO) contributes to the revitalization of ageing industry parks in Overijssel in the form of knowledge, advice and funds to these locations. Partnership with HMO 50
Slide 51: Partnership with HMO: Hasselt
LOCATION 2 PARTNERSHIP WITH HMO DAY 2 2 Hasselt, Hanzeweg 21 51
Slide 52: Hasselt, Hanzeweg 21
LOCATION 2 DAY 2 Site area 43,000 m² Lettable area 20,500 m² Construction year 2015 Lease term 10 years Tenant Scania Extra 2 Hasselt, Hanzeweg 21 52
Slide 53: Location 2: History
LOCATION 2 2 History DAY 2 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 tr
Slide 54: Value-added Waste Logistics
LOCATION 3 VALUE-ADDED WASTE DAY 2 LOGISTICS 3 Zwolle, Lippestraat 15 54
Slide 55: Zwolle, Lippestraat 15
LOCATION 3 DAY 2 Site area 35,800 m² Lettable area 20,100 m² Construction year 2008 Lease term 4 years Tenant Kuehne + Nagel Extra 3 Zwolle, Lippestraat 15 55
Slide 56: Location 3: History
LOCATION 3 3 History DAY 2 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. Value-added Waste Log
Slide 57: Presentation by Kuehne + Nagel
LOCATION 3 3 DAY 2 Presentation by Frank Kersten Director Contract Logistics – Kuehne + Nagel Value-added Waste Logistics 57
Slide 58: Industrial and Production: Zwolle
LOCATION 4 INDUSTRIAL DAY 2 AND PRODUCTION 4 Zwolle, Mindestraat 7 58
Slide 59: Zwolle, Mindenstraat 7
LOCATION 4 DAY 2 Site area 42,300 m² Lettable area 22,700 m² Construction year 2012 Lease term 10 years Tenant Altrex Extra 4 Zwolle, Mindenstraat 7 59
Slide 60: Location 4: History
LOCATION 4 4 History DAY 2 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. Industrial and Production 60
Slide 61: E-fulfillment: Zwolle, Paderbornstraat
LOCATION 5 DAY 2 E-FULFILLMENT 5 Zwolle, Paderbornstraat 21 61
Slide 62: Zwolle, Paderbornstraat 21
LOCATION 5 DAY 2 Site area 66,200 m² Lettable area 48,000 m² Construction year 2015 Lease term 15 years Tenant wehkamp Extra Excellent 5 Zwolle, Paderbornstraat 21 62
Slide 63: Location 5: History
LOCATION 5 5 History DAY 2 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 prod
Slide 64: Site visit: wehkamp
LOCATION 5 5 DAY 2 Site visit by Sander Bolmer Manager Logistics and Warehousing – wehkamp E-fulfillment 64
Slide 65: Industrial and Production: Harderwijk
INDUSTRIAL LOCATION 6 AND PRODUCTION DAY 2 6 Harderwijk, Archimedesstraat 9 65
Slide 66: Harderwijk, Archimedesstraat 9
LOCATION 6 DAY 2 Site area 33,100 66,200 m² m² Lettable area 20,500 48,000 m² m² Construction year 2015 2015 Lease term 10 15 years years Tenant Alcoa wehkamp Extra 6 Harderwijk, Archimedesstraat 9 66
Slide 67: Location 6: History
LOCATION 6 6 History DAY 2 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
Slide 68: Site visit: Alcoa
LOCATION 6 6 DAY 2 Site visit by Lars van den Berg QC, QA and Project manager – Alcoa Industrial and Production 68
Slide 69: Solar Panel Programme
PANELS LUXEMBOURG SOLAR PANEL SOLAR PROGRAMME DUTCH PROPERTY PORTFOLIO DAY 1 Presentation by Mickaël Van den Hauwe CFO – WDP 69
Slide 70: Solar panel programme for Dutch property portfolio
SOLAR PANELS TOTAL CAPACITY DAY 1 NOW 15 MWp Zwolle Amsterdam TOWARDS Utrecht 30 MWp Rotterdam Tiel Nijmegen Tilburg Veghel Breda Venlo Genk Solar panel programme for Dutch property portfolio Maastricht 70
Slide 71: Airfreight Logistics
LOCATION 7 DAY 2 AIRFREIGHT LOGISTICS 7 Schiphol Logistic Park, Incheonweg 7 71
Slide 72: Schiphol Logistic Park, Incheonweg 7
LOCATION 7 DAY 2 Site area 15,500 m² Lettable area 12,600 m² Construction year 2012 Lease term 10 years Tenant Rapid Logistics Extra 7 Schiphol Logistic Park, Incheonweg 7 72
Slide 73: Location 7: History
LOCATION 7 7 History DAY 2 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
Slide 74: TAPA High-Value Logistics
LOCATION 8 HIGH-VALUE LOGISTICS DAY 2 TAPA CERTIFIED 8 Schiphol Logistic Park, Pudongweg 3 74
Slide 75: Schiphol Logistic Park, Pudongweg 3
LOCATION 8 DAY 2 Site area 30,000 m² Lettable area 16,900 m² Construction year 2015 Lease term 5 years Tenant Kuehne + Nagel Extra 8 Schiphol Logistic Park, Pudongweg 3 75
Slide 76: Location 8: History
LOCATION 8 8 History DAY 2 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 amo
Slide 77: Specialized Flower Air Logistics
LOCATION 9 SPECIALIZED FLOWER AIR DAY 2 LOGISTICS 9 Schiphol, Folkstoneweg 65 77
Slide 78: Schiphol, Folkstoneweg 65
LOCATION 9 DAY 2 Site area 13,500 m² (in concession) Lettable area 9,200 m² Construction year 2001 Lease term 10 years Tenant Kuehne + Nagel Extra Second line airside 9 Schiphol, Folkstoneweg 65 78
Slide 79: Location 9: History
LOCATION 9 9 History DAY 2 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 logi
Slide 80: Final Note: WDP Sheds Light to Logistics
FINAL NOTE WDP SHEDS LIGHT TO LOGISTICS 80
Slide 81: Thank You
THANK YOU www.wdp.eu 81
Slide 82: Notes
NOTES 82
Slide 83: Notes
NOTES 83
Slide 84: Disclaimer
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 infor
Slide 85: WDP Warehouses with Brains
a wbDpP WAREHOUSES WITH BRAINS