Investment Intelligence

Every broker gives you comparables.
We give you ground truth.

Logivalue calculates what a logistics building is actually worth inside a tenant's supply chain — combining deep occupier expertise with real estate investment knowledge.

40+

Warehouses delivered

€1.2B+

CAPEX managed

75+

Years combined experience

AI

Supported decision engine

Broker-based advisory is obsolete.

Europe's logistics market reached record activity in 2025, with 28.1 million sqm of take-up — 8% above the pre-pandemic average — according to JLL (Q4 2025). At this scale and maturity, comparables alone can no longer tell you what a building is worth.

Logistics real estate is not one asset class — it's 95.

Our framework maps 95 distinct property types across 14 categories, each evaluated against 65 unique scoring profiles and 42 site variables. A cross-dock and a temperature-controlled fulfilment centre have fundamentally different requirements — any meaningful due diligence must reflect this.

Cookie-cutter assessments don't cut it. Every building needs a customised evaluation based on what it is and who it's for.

Same asset class. Completely different economics. Comparables miss this entirely.

Cross-Dock

Razor-thin margins. Cost-optimised. Every cent on rent counts.

Last-Mile Hub

Premium location value. Drop density drives willingness to pay.

Cold Chain

Specialised infrastructure. High build cost, high tenant lock-in.

City Delivery

Urban proximity premium. Scarce supply, strong demand.

We understand both sides of the table.

That's what makes Investment Intelligence fundamentally different from brokerage or buy-side advisory.

Occupier side

We model what each tenant type would actually pay — and why.

A cross-dock operator runs on razor-thin margins — they'll squeeze every cent on rent. A last-mile hub in the right urban location? That tenant pays a premium because proximity and drop density save them multiples of what they spend on the building. We model these network economics to determine true occupier value.

First-hand experience at Zalando, Amazon, DHL & others
Investor side

We help you navigate an increasingly complex landscape.

Land is scarce, permitting creates constraints, construction costs are high, rental growth has slowed, and leasing markets are tricky. Prologis Research (2025) estimates a €150 billion structural supply gap across Europe's logistics real estate market, with entitlement timelines doubling over the past five years. We identify the right use case for each asset and quantify what it takes to optimise it — so your acquisition decisions are grounded in operational reality.

Investment perspective from inside Prologis and years of external advisory

What Investment Intelligence delivers.

From quick check due diligence to occupier value mapping and building requirements — packaged so the decision is easy. According to CBRE's European Logistics Occupier Survey 2025, 53% of occupiers now prioritise modern warehouse specifications, and labour availability has become the most decisive location factor — both areas where occupier-side analysis drives real valuation differences.

01

Supply chain cost simulation

Evaluate deals by simulating occupiers' total supply chain costs — not just headline rents.

02

Catchment area mapping

Map catchment areas against real operational criteria that occupiers actually use.

03

Use case identification

Identify the highest-value use case for each building and site through deep-dive analysis.

04

Spec alignment

Align building specifications with target occupier profiles to maximise tenant fit.

05

CAPEX quantification

Quantify the capital expenditure required to optimise tenancy and unlock value.

06

Portfolio strategy

Develop future-proof portfolio strategy based on market dynamics and occupier trends.

Zalando logo — Logivalue client Amazon logo — Logivalue client DHL logo — Logivalue client Prologis logo — Logivalue client arvato Bertelsmann logo — Logivalue client Delivery Hero logo — Logivalue client Cushman & Wakefield logo — Logivalue client JLL logo — Logivalue client Union Investment logo — Logivalue client Digitec Galaxus logo — Logivalue client Bergzeit logo — Logivalue client Autodoc logo — Logivalue client Caseking logo — Logivalue client Norsan logo — Logivalue client

Former operators, now investor advisors.

We've been on your side of the table — and the tenant's.

Lisa Graham, real estate investment advisor at Logivalue

Lisa Graham (external)

Real Estate Investment

Deep real estate expertise with extensive experience in property valuation, market analysis, and investment strategy for institutional investors.

Carl-Friedrich zu Knyphausen, logistics operations and warehouse automation expert

Carl-Friedrich zu Knyphausen

Former DHL, arvato, Zalando

Former logistics operations leader with hands-on experience managing & automating warehouse facilities and supply chain networks across Europe.

Raimund Paetzmann, Europe's leading occupier-side logistics real estate strategist

Raimund Paetzmann

Former Amazon, Zalando, DIFA/ Union Investment

Europe's leading occupier-side strategist for logistics real estate. One of the few professionals who masters both operations and real estate from A to Z — from strategy and location to building design, deal optimization, and delivery of 40+ fulfillment centers across Europe.

This founding team combines real estate investment acumen with operational logistics experience — a positioning that is credible and nearly impossible to replicate, differentiating us from traditional brokers, RE consultants, and Big 4 advisors.

We don't guess. We calculate what a building is worth inside a supply chain.

That's not brokerage. That's not buy-side advisory.

That's Investment Intelligence.

Let's talk →

Ready to get a competitive edge?

Book a 20-minute briefing with our team. We'll show you what Investment Intelligence looks like for your portfolio.

Thank you!

We'll be in touch shortly.

Sources