IBERIAN PROPERTY | PODCASTS
Iberian Property informs the international community of investors in the most trustworthy possible way. Launched in late 2023, the Iberian Property Insights podcast gives a voice to those investors who actively energise the peninsula. Hosted by Alexandre Lima, Iberian Property Director, a series of no-filters conversations are available to all who want to increase their knowledge of real estate investment fundamentals.
Episodes
19 episodes
EVONITE - "IN INFLATIONARY PERIODS YOU NEED PRICING POWER" | IPI #19
Real estate is increasingly competing with bonds and infrastructure, raising the question: is property still the safer bet? In the context of a new global order marked by economic, political, and monetary turmoil, understanding where we current...
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Episode 19
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29:44
CHANCERYGATE - “IDENTIFYING MULTI-LET INDUSTRIAL OPPORTUNITIES” | IPI #18
Founded in 1995, Chancerygate is the UK’s largest multi-unit industrial developer and asset manager and the only one operating nationwide.In this podcast Jason Sharman, European Director at Chancerygate, shares why the company cho...
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Episode 18
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32:53
AEW - “IT'S TIME TO GET THE MOTORS RUNNING” | IPI #17
AEW, one of the largest real estate investment managers in the world, shares that it is time to get the engines running.With €37bn of assets under management in Europe, the Head of Iberia, Mr. Carsten Czarnetzki, defends how prime offic...
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Episode 17
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21:59
PATRIZIA - “MEGA-TRENDS AS AN INVESTMENT GUIDELINE” | IPI #16
With €57bn of assets under management, PATRIZIA invests in both real estate and infrastructure. In this episode, Susana Cabrera, Head of Asset Management for Iberia, shares the German firm overall strategy, covering aspects from smart cities to...
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Episode 16
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22:42
ARDIAN RE - “WE ARE IN FULL ACQUISITION MODE” | IPI #15
In a no-filters conversation, Edmund Eggins, Managing Director at Ardian Real Estate, shares how location is still king on the acquisition's rationale, as other aspects can be changed and/or upgraded. Facing good pricing opportunities, the Fren...
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Episode 15
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15:33
CULMIA - "AFFORDABLE DOESN'T MEAN HAVING POOR QUALITY HOUSING” | #IPI 14
Public-private collaboration is essential when it comes to creating housing that is accessible to the entire population, and in Madrid, Culmia is playing a key role in developing these affordable houses. Back in 2021 the Spanish Developer annou...
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Episode 14
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15:54
W.P. CAREY - "TIME IN THE MARKET BEATS TIMING THE MARKET” | IPI #13
In a thought-provoking conversation, Christopher Mertlitz, Managing Director & Head of European Investments at W.P. Carey, shares how real estate should be regarded as a long-term investment, deconstructing all of the recent interest rates ...
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Episode 13
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31:00
RPE - "RETAIL: A BUSINESS BEYOND PURE REAL ESTATE" | IPI #12
Availability of supply will dictate a lot of 2025 retail activity, but prospects are very good. As for this year, Retail might concentrate more than half of the total investment volume in Portugal. In this episode, Alexandre Lima w...
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Episode 12
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20:35
TIKEHAU CAPITAL - "GOOD DEALS HAVE NO WHEELS" | IPI #11
“Good managers with deep pockets will be the Winners of the current buying opportunities”.In an enlightening discussion with Emilio Velasco, Head of Real Estate Iberia at Tikehau Capital, we explore the current buying scenario, covering ...
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Episode 11
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18:03
REAR-VIEW MIRROR: AI IS CLOSER THAN IT APPEARS | IPI#10
“Artificial Intelligence will transform our society, and if we can collect good data and build specific models, we can obtain very accurate results in terms of optimization”.In an enlightening discussion with Nicolas Franco, Director of ...
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Episode 10
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32:59
CLIFFORD CHANCE - GIVING A NEW LIFE TO OBSOLETE ASSETS | IPI #9
It is estimated that in Spain there is a current office oversupply of 3%, which must be reconverted. Still, depending on the local councils the change of use may not be a simple thing…With the help of Clifford Chance Senior Lawye...
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Episode 9
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17:43
C&W - INVESTMENT DEMAND RETURNS TO LOGISTICS IN SPAIN & PORTUGAL | IPI#8
When looking at the Iberian real estate sector, Spain and Portugal have different investment paces, which is understandable due to country size differences. Still in some sectors there is an increased gap - being Logistics one of them.I...
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Episode 8
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28:38
MORAIS LEITÃO - WHAT'S MISSING ON THE PORTUGUESE REIT REGIME? | IPI #7
In 2019, the model of REIT was introduced into the Portuguese legal framework with the creation of the so-called SIGIs…still, after these years we have only 3 of these vehicles. On this episode João Torroaes Valente and Marisa Larguinho...
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Episode 7
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24:52
GLOBAL ELECTIONS AND INTEREST RATES SHAKE UP REAL ESTATE IN EUROPE AND IBERIA! | IPI #6
In 2024, our calendars have one more day and half the world's population lives in countries which will undergo elections.The general rule is that political instability is never good news for the market. Investors work on the basis of pre...
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Episode 6
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9:01
EPRA - SPANISH SOCIMIS: A SUCCESS STORY IN THE EUROPEAN LISTED REAL ESTATE SECTOR | IPI#5
The improved REIT regime introduced in Spain in 2013 (called SOCIMI regime) marked a turning point, with a total market cap multiplied by 10 in less than six months. The Spanish market saw significant IPO's that still represent a decent share o...
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Episode 5
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10:57
M&G RE - STRUCTURAL TRENDS: WHAT TO LOOK FOR WHEN INVESTING IN IBERIA | IPI #4
In a thought-provoking conversation with Federico Bros – Head of Investment and Asset Management for Iberia, at M&G Real Estate; we discuss current opportunities to invest in “micro-locations”, specific asset classes, and much more!...
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Episode 4
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21:35
CBRE IM - DATA-DRIVEN AND SUSTAINABLE INVESTMENT: WHAT MAY THE FUTURE LOOK LIKE? | IPI#3
In this podcast episode we have the pleasure of having with us António Simontalero – Country Manager of Iberia at CBRE Investment Management; with whom we discuss what 2024 may reserve for the Iberian real estate sector.
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Episode 3
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21:04
HOTEL INVESTMENTS: RIDING THE WAVE OF REAL ESTATE FOR SUN, SAND, AND PROFITS! | IPI#2
In a shifting real estate landscape, hospitality, once battered by the pandemic and macroeconomic challenges, is now fast emerging as a compelling investment opportunity, presenting attractive entry prices.SUBSCRIBE TO [iP] AND GET TO K...
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Episode 2
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6:04
IS THE LIVING SECTOR STEALING OFFICES INVESTMENT SHARE? | IPI#1
September is always a very interesting month; people return from their summer vacations and investors seem to have recharged their batteries, which usually leads to an increase of activity and allows a little preview on how the year might end i...
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Episode 1
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4:01
