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 currently stand in the real estate cycle has never been more critical. 

In this episode, José Pellicer, Founding Partner at Evonite, provides valuable insights into these shifting dynamics and their implications for investors navigating today’s complex landscape.

A particularly compelling part of our discussion features the renewed importance of risk analysis. To achieve the same returns seen in the early 2000s, investors must now navigate a far more complex risk environment. This reality forces investors to return to fundamental principles, such as understanding occupier tension and analysing catchment areas, to make more informed decisions on where to deploy capital.

Tune-in to get firsthand insights!

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 chose to land this year in both Spain and Portugal for its European continental expansion.

In June, Chancerygate completed its first acquisition in Iberia, which was a 2.7-hectare brownfield site located 20 minutes’ drive northwest of Lisbon within the municipality of Sintra. Spanish negotiations are also underway.

Tune-in to find more about the firm investment strategy!

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Disclaimer:
The opinions expressed in the Editorial Videos of Iberian Property are the sole responsibility of its stakeholders.
----------------

Music: Deep Mind - Jeremy Black

#RealEstate #Investment #IberianProperty  #Portugal
#Spain #Properties #inversión #investimento

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 offices still have as much upcoming potential as logistics, two of the company’s preferred sectors, while also arguing the need and demand to invest in residential solutions.

From core to value-add and opportunistic strategies, AEW has access to different pools of financing allowing it to be both active on the buying and selling side…

Tune-in to get to know the criteria guiding their investment rationale!

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Disclaimer:
The opinions expressed in the Editorial Videos of Iberian Property are the sole responsibility of its stakeholders.
----------------

Music: Deep Mind - Jeremy Black

#RealEstate #Investment #IberianProperty  #Portugal
#Spain #Properties #inversión #investimento

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 specific asset classes and investment transactions decision-process.

Tune-in to get firsthand insights!

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Disclaimer:
The opinions expressed in the Editorial Videos of Iberian Property are the sole responsibility of its stakeholders.
----------------

Music: Deep Mind - Jeremy Black

#RealEstate #Investment #IberianProperty  #Portugal
#Spain #Properties #inversión #investimento

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 French leading private investment firm admits having ambitious plans to be on the buying side over the next year, especially optimistic on the European PBSA sector tailwind.

Tune-in to get firsthand insights!

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Disclaimer:
The opinions expressed in the Editorial Videos of Iberian Property are the sole responsibility of its stakeholders.
----------------

Music: Deep Mind - Jeremy Black

#RealEstate #Investment #IberianProperty  #Portugal
#Spain #Properties #inversión #investimento

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 announced an investment of €200M to develop 1.700 units under the Plan VIVE model…3 years later what do the numbers tell us? Is it financially viable?

Tune-in and get to know the CFO view on this matter, and much more on the Living sector!

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Disclaimer:
The opinions expressed in the Editorial Videos of Iberian Property are the sole responsibility of its stakeholders.
----------------

Music: Deep Mind - Jeremy Black

#RealEstate #Investment #IberianProperty  #Portugal
#Spain #Properties #inversión #investimento

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 noise and showcasing transactions the REIT is keen on doing.

Tune-in to get firsthand insights!

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Disclaimer:
The opinions expressed in the Editorial Videos of Iberian Property are the sole responsibility of its stakeholders.
----------------

Music: Deep Mind - Jeremy Black

#RealEstate #Investment #IberianProperty  #Portugal
#Spain #Properties #inversión #investimento

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 welcomes Bill Judge,Executive Director at RPE Capital Markets, who goes from A to Z in the retail fundamentals to tell us what’s really going on in the sector.

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Disclaimer:
The opinions expressed in the Editorial Videos of Iberian Property are the sole responsibility of its stakeholders.
----------------

Music: Deep Mind - Jeremy Black

#RealEstate #investment #IberianProperty  #Portugal
#Spain #Properties #inversión #investimento

“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 reconversions, granular acquisitions, among other strategies.

Tune-in ato find out the company investment intentions and capital distribution!

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Disclaimer:
The opinions expressed in the Editorial Videos of Iberian Property are the sole responsibility of its stakeholders.
----------------

Music: Deep Mind - Jeremy Black

#RealEstate #investment #IberianProperty  #Portugal#Spain#Properties#inversión#investimento

“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 the AI bootcamp at IE, and Director of AI at Mr. Houston, we understand how the hidden value of artificial intelligence lies in identifying correlations to make better decisions.

But how can the real estate industry, something so “brick-focused”, take advantage of this digital revolution? Tune-in and find out!

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Disclaimer:
The opinions expressed in the Editorial Videos of Iberian Property are the sole responsibility of its stakeholders.
----------------

Music: Deep Mind - Jeremy Black

#RealEstate #investment #IberianProperty  #Portugal#Spain#Properties#inversión#investimento

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 Lawyers Andrés Berral and Andrés Tirado we address the reconversion topic, covering all legal and tax relevant aspects for investors.

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Disclaimer:
The opinions expressed in the Editorial Videos of Iberian Property are the sole responsibility of its stakeholders.
----------------

Music: Deep Mind - Jeremy Black

#RealEstate #investment #IberianProperty  #Portugal#Spain#Properties#inversión#investimento

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.

In this episode Reno Cardiff, International Partner, and Paulo Sarmento, Head of Transactional Services, both from Cushman & Wakefield, help us to understand the fundamentals from the sector in Spain and Portugal, respectively.

Tune-in to get insights on the projects in pipeline, non-negotiables for tenants and owners, forecasts on rents and investment activity, and much more!

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Disclaimer:
The opinions expressed in the Editorial Videos of Iberian Property are the sole responsibility of its stakeholders.
----------------

Music: Deep Mind - Jeremy Black

#RealEstate #investment #IberianProperty  #Portugal#Spain#Properties#inversión#investimento

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, both lawyers at Morais Leitão, tell us about what’s missing to attract more companies to join this regime.

Listen now to find out the "fine tunings" needed in legal and tax matters to convert this Portuguese REIT regime (SIGI) into a more efficient mechanism, alongside with other central vehicles structures available to invest in the country.

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Disclaimer:
The opinions expressed in the Editorial Videos of Iberian Property are the sole responsibility of its stakeholders.
----------------

Music: Deep Mind - Jeremy Black

#RealEstate #investment #IberianProperty  #Portugal#Spain#Properties#inversión#investimento

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 predictability and therefore frown upon anything that destabilises the market, particularly at the legal, legislative and fiscal level. 

But it turns out we may also have reasons to be optimistic regarding investment in the Iberian real estate. Find out why in this episode!

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Disclaimer:
The opinions expressed in the Editorial Videos of Iberian Property are the sole responsibility of its stakeholders.
----------------

Music: Deep Mind - Jeremy Black

#RealEstate #investment #IberianProperty  #Portugal#Spain#Properties#inversión#investimento

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 of the European listed real estate landscape as we speak today.

On this podcast episode, our special guest Dominique Moerenhout, CEO at EPRA – European Public Real Estate Association, shares with us how the SOCIMI regime in Spain was able to fit to attractive internationally accepted structures, and how REITS & SOCIMIS became major players in the Spanish real estate industry.

Tune-in to find valuable insights!

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Disclaimer:
The opinions expressed in the Editorial Videos of Iberian Property are the sole responsibility of its stakeholders.
----------------

Music: Deep Mind - Jeremy Black

#RealEstate #investment #IberianProperty  #Portugal #Spain#Properties#inversión#investimento

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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Disclaimer:
The opinions expressed in the Editorial Videos of Iberian Property are the sole responsibility of its stakeholders.
----------------

Music: Deep Mind - Jeremy Black

#RealEstate #investment #IberianProperty  #Portugal #Spain #Properties#inversión#investimento

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. 

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.

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Disclaimer:
The opinions expressed in the Editorial Videos of Iberian Property are the sole responsibility of its stakeholders.
----------------

Music: Deep Mind - Jeremy Black

#RealEstate #investment #IberianProperty  #Portugal #Spain #Properties #inversión#investimento

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 in terms of investment volume.

SUBSCRIBE TO [iP] AND GET TO KNOW THE NEWS:
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Disclaimer:
The opinions expressed in the Editorial Videos of Iberian Property are the sole responsibility of its stakeholders.
----------------

Music: Deep Mind - Jeremy Black

#RealEstate #investment #IberianProperty  #Portugal #Spain #Properties #inversión #investimento