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2 – CAPITAL MARKETSRETAIL EVOLUTION

ACCELERATION

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RETAIL EVOLUTION ACCELERATION

CUSTOMERS : RADICAL SHIFTS CONFIRMED

Mobile-

COMMERCE

UNLOCKING THE VALUE OF SILVER

GENERATION

RISE OF ETHICAL

CUSTOMER150 brands !

ACCESS OVER

OWNERSHIP

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- FEWER BUT BIGGER STORES

- FOCUS ON HIGH FOOTFALL LOCATIONS

- IMPACT ON RETAILER COSTS

RETAIL EVOLUTION ACCELERATION

TRANSITION TO OMNI-CHANNEL IS NOW THE NORM

0

100

200

300

400

500

600

INDITEX STORE NETWORKsource: Inditex annual report 2018

2014 2015 2016 2017 2018

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RETAIL EVOLUTION ACCELERATION

PURE PLAYERS TRANSITION TO OMNI-CHANNEL

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ANSWER TO THE RETAIL EVOLUTION ACCELERATION

LANDLORDS : FOCUS ON ORGANIC GROWTH AND OPERATIONS

FEWER NEW

DEVELOPMENTS

MORE RE-DEVELOPMENTS

REPURPOSING

FROM WE TO ME

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REPURPOSING IS A GLOBAL THEME

SUCCESSFACTORS

1. CUSTOMER

UNDERSTANDING

2. URBAN OPERATOR

EXPERTISE

3. LOCATION QUALITY

TWO NORDIC EXAMPLES

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THE NETHERLANDS – A SMALL COUNTRY WITH BIG NUMBERSA community of highly skilled and international workforce that are the backbone of

economic growth

6th MOST

COMPETITIVE IMD World Competitiveness

ranking 2019

&

World Economic Forum’s Global

Competitiveness Report 2018

4th BEST BUSINESS

CLIMATE Forbes

Best Countries for Business

2018

2nd ENGLISH

PROFICIENCYEF English Proficiency Index 2018

4th GDP PER

CAPITA*IMF 2018

*Countries with population >10

million

6th HAPPIEST

COUNTRYUN World Happiness Report

2018

3rd BEST

INFRASTRUCTUREWorld Economic Forum’s Global

Competitiveness Report 2018

4th INTERNET SPEEDMobile download speed by

Opensignal May 201915

th

INNOVATIVE

COUNTRYBloomberg Innovation

Index 2019

8th GLOBAL

HEADQUARTERSMost Fortune Global 500

headquarters 2018

2nd in McKinsey Headquarter

Density (company revenues to

GDP)

9th REAL ESTATE

LIQUIDITYRCA Capital Liquidity 2018 Q4

6th REAL ESTATE

TRANSPARANCYJLL Global Real Estate

Transparency Index 2018

69th POPULATIONUnited Nations 2019

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THE NETHERLANDS – THE RANDSTAD AREAA gateway to Europe with the G4 cities as engines

AMSTERDAMFinancial sector – Creative industry –

HQ’s

ROTTERDAMMaritime & Offshore – CleanTech -

Logistics – Design

UTRECHTICT – Healthcare & Life sciences –

Business services

THE HAGUEPeace & Justice - Government -

Telecom – Energy & Renewables

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WHAT MAKES A RESILIENT CITY?Amsterdam scored as 5th city in Europe and 13th worldwide

Commercial Real

Estate

Infrastructure

TourismInnovati

on

Economy/

Demographics

Sustainability

C. I. T. I. E. S.

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ALL LOCATIONS IN THE NETHERLANDS THAT MEET:

- MOBILITY: TRANSPORT HUB > 25,000 TRAVELERS PER DAY

- LIVE & PLAY: WALKSCORE >90

- WORK: OFFICE PRIME RENT > EUR 200 PER SQM

Colour indicates growth of daily travelers

NETHERLANDS LIVE-WORK-PLAY MOBILITY HUBS

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MAIN HIGH STREET VIBRANT SQUARE

METRO STATION

TRANSFORMED TO

HOTEL

OFFICE INTO

RESIDENTIAL

FOOD & BEVERAGE

CULTURE

CORE RETAIL AREAS TRANSFORM INTO MIXED URBAN

PLAYGROUNDSThe core retail area becomes more compact, but the ‘urban’ environment is getting bigger

RETAIL INTO OFFICES

OFFICES INTO RETAIL

CONFIDENTIAL AND PROPRIETARY

INVESTOR OUTING

REDEVELOPMENT AMSTERDAMSE POORT / CBRE

DUTCH RETAIL FUND

11 SPETEMBER 2019

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(RETAIL) EVOLUTION ACCELERATION - ANTICIPATE AS A LT TRUE URBAN OPERATOR

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