Analysis on technical due diligence, operational ESG, CAPEX and asset risk. Written from practice, under independent technical criteria. No noise, only judgement.
A fund with EUR 400m under management brings its largest warehouse to market. The buyer's TDD reveals the usual pattern: areas, drawings, certificates and fire protection all out of date.
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Information asymmetry is the defining feature of a S&LB — and the risk most frequently underestimated.
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Electricity grid saturation is today the most underestimated risk in logistics investment in secondary markets.
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Why CAPEX estimates blow up after acquisition, and how a verified methodology protects the return on investment.
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Funds that only report ESG will fall behind. Those executing a real strategy are positioning themselves to raise institutional capital.
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Everything an investment committee should see in a rigorous TDD report — and why most reports in the market fall short.
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