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.
…
continue reading
1
AEW - “IT'S TIME TO GET THE MOTORS RUNNING” | IPI #17
21:59
21:59
Später Spielen
Später Spielen
Listen
Gefällt mir
Geliked
21:59
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…
…
continue reading
1
PATRIZIA - “MEGA-TRENDS AS AN INVESTMENT GUIDELINE” | IPI #16
22:42
22:42
Später Spielen
Später Spielen
Listen
Gefällt mir
Geliked
22:42
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! S…
…
continue reading
1
ARDIAN RE - “WE ARE IN FULL ACQUISITION MODE” | IPI #15
15:33
15:33
Später Spielen
Später Spielen
Listen
Gefällt mir
Geliked
15:33
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 ye…
…
continue reading
1
CULMIA - "AFFORDABLE DOESN'T MEAN HAVING POOR QUALITY HOUSING” | #IPI 14
15:54
15:54
Später Spielen
Später Spielen
Listen
Gefällt mir
Geliked
15:54
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 num…
…
continue reading
1
W.P. CAREY - "TIME IN THE MARKET BEATS TIMING THE MARKET” | IPI #13
31:00
31:00
Später Spielen
Später Spielen
Listen
Gefällt mir
Geliked
31:00
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! SUBSCRIBE TO […
…
continue reading
1
RPE - "RETAIL: A BUSINESS BEYOND PURE REAL ESTATE" | IPI #12
20:35
20:35
Später Spielen
Später Spielen
Listen
Gefällt mir
Geliked
20:35
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 u…
…
continue reading
1
TIKEHAU CAPITAL - "GOOD DEALS HAVE NO WHEELS" | IPI #11
18:03
18:03
Später Spielen
Später Spielen
Listen
Gefällt mir
Geliked
18:03
“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 intent…
…
continue reading
1
REAR-VIEW MIRROR: AI IS CLOSER THAN IT APPEARS | IPI#10
32:59
32:59
Später Spielen
Später Spielen
Listen
Gefällt mir
Geliked
32:59
“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 intel…
…
continue reading
1
CLIFFORD CHANCE - GIVING A NEW LIFE TO OBSOLETE ASSETS | IPI #9
17:43
17:43
Später Spielen
Später Spielen
Listen
Gefällt mir
Geliked
17:43
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 in…
…
continue reading
1
C&W - INVESTMENT DEMAND RETURNS TO LOGISTICS IN SPAIN & PORTUGAL | IPI#8
28:38
28:38
Später Spielen
Später Spielen
Listen
Gefällt mir
Geliked
28:38
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…
…
continue reading
1
MORAIS LEITÃO - WHAT'S MISSING ON THE PORTUGUESE REIT REGIME? | IPI #7
24:52
24:52
Später Spielen
Später Spielen
Listen
Gefällt mir
Geliked
24:52
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. Liste…
…
continue reading
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, legislati…
…
continue reading
1
EPRA - SPANISH SOCIMIS: A SUCCESS STORY IN THE EUROPEAN LISTED REAL ESTATE SECTOR | IPI#5
10:57
10:57
Später Spielen
Später Spielen
Listen
Gefällt mir
Geliked
10:57
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 …
…
continue reading
1
M&G RE - STRUCTURAL TRENDS: WHAT TO LOOK FOR WHEN INVESTING IN IBERIA | IPI #4
21:35
21:35
Später Spielen
Später Spielen
Listen
Gefällt mir
Geliked
21:35
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! SUBSCRIBE TO [iP] AND GET TO KNOW THE NEWS: + https://iberian.property/ ---------------- Disclaimer: The opinions exp…
…
continue reading
1
CBRE IM - DATA-DRIVEN AND SUSTAINABLE INVESTMENT: WHAT MAY THE FUTURE LOOK LIKE? | IPI#3
21:04
21:04
Später Spielen
Später Spielen
Listen
Gefällt mir
Geliked
21:04
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.Von Iberian Property
…
continue reading
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 KNOW THE NEWS: + https://iberian.property/ ---------------- Disclaimer: The opinions expressed in the Editorial Vi…
…
continue reading
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: + https://iberian.property/ ----…
…
continue reading