IBERIAN PROPERTY | PODCASTS
Episodes
OCTOPUS CAPITAL - "REAL ESTATE BUILT AS SOCIAL INFRASTRUCTURE" | IPI #21
10 Dec 2025
Contributed by Lukas
Spain has become one of Europe’s most closely watched real estate markets — a place where repricing, demographic shifts, and investor appetite are...
BACK TO BUSINESS: CONFIDENCE IN PORTUGAL’S FUTURE | IPI #20
02 Sep 2025
Contributed by Lukas
As summer winds down, Europe’s real estate sector returns with renewed focus. The first half of 2025 was shaped by uncertainty.For Portugal, this en...
EVONITE - "IN INFLATIONARY PERIODS YOU NEED PRICING POWER" | IPI #19
20 Feb 2025
Contributed by Lukas
Real estate is increasingly competing with bonds and infrastructure, raising the question: is property still the safer bet? In the context of a new gl...
CHANCERYGATE - “IDENTIFYING MULTI-LET INDUSTRIAL OPPORTUNITIES” | IPI #18
08 Jan 2025
Contributed by Lukas
Founded in 1995, Chancerygate is the UK’s largest multi-unit industrial developer and asset manager and the only one operating nationwide.In this po...
AEW - “IT'S TIME TO GET THE MOTORS RUNNING” | IPI #17
11 Dec 2024
Contributed by Lukas
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 m...
PATRIZIA - “MEGA-TRENDS AS AN INVESTMENT GUIDELINE” | IPI #16
01 Dec 2024
Contributed by Lukas
With €57bn of assets under management, PATRIZIA invests in both real estate and infrastructure. In this episode, Susana Cabrera, Head of Asset Manag...
ARDIAN RE - “WE ARE IN FULL ACQUISITION MODE” | IPI #15
23 Nov 2024
Contributed by Lukas
In a no-filters conversation, Edmund Eggins, Managing Director at Ardian Real Estate, shares how location is still king on the acquisition's rati...
CULMIA - "AFFORDABLE DOESN'T MEAN HAVING POOR QUALITY HOUSING” | #IPI 14
04 Nov 2024
Contributed by Lukas
Public-private collaboration is essential when it comes to creating housing that is accessible to the entire population, and in Madrid, Culmia is play...
W.P. CAREY - "TIME IN THE MARKET BEATS TIMING THE MARKET” | IPI #13
15 Oct 2024
Contributed by Lukas
In a thought-provoking conversation, Christopher Mertlitz, Managing Director & Head of European Investments at W.P. Carey, shares how real estate ...
RPE - "RETAIL: A BUSINESS BEYOND PURE REAL ESTATE" | IPI #12
01 Oct 2024
Contributed by Lukas
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 h...
TIKEHAU CAPITAL - "GOOD DEALS HAVE NO WHEELS" | IPI #11
18 Jun 2024
Contributed by Lukas
“Good managers with deep pockets will be the Winners of the current buying opportunities”.In an enlightening discussion with Emilio Velasco, Head ...
REAR-VIEW MIRROR: AI IS CLOSER THAN IT APPEARS | IPI#10
06 May 2024
Contributed by Lukas
“Artificial Intelligence will transform our society, and if we can collect good data and build specific models, we can obtain very accurate results ...
CLIFFORD CHANCE - GIVING A NEW LIFE TO OBSOLETE ASSETS | IPI #9
14 Mar 2024
Contributed by Lukas
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...
C&W - INVESTMENT DEMAND RETURNS TO LOGISTICS IN SPAIN & PORTUGAL | IPI#8
01 Mar 2024
Contributed by Lukas
When looking at the Iberian real estate sector, Spain and Portugal have different investment paces, which is understandable due to country size differ...
MORAIS LEITÃO - WHAT'S MISSING ON THE PORTUGUESE REIT REGIME? | IPI #7
24 Jan 2024
Contributed by Lukas
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 h...
GLOBAL ELECTIONS AND INTEREST RATES SHAKE UP REAL ESTATE IN EUROPE AND IBERIA! | IPI #6
12 Jan 2024
Contributed by Lukas
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...
EPRA - SPANISH SOCIMIS: A SUCCESS STORY IN THE EUROPEAN LISTED REAL ESTATE SECTOR | IPI#5
09 Dec 2023
Contributed by Lukas
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 t...
M&G RE - STRUCTURAL TRENDS: WHAT TO LOOK FOR WHEN INVESTING IN IBERIA | IPI #4
28 Nov 2023
Contributed by Lukas
In a thought-provoking conversation with Federico Bros – Head of Investment and Asset Management for Iberia, at M&G Real Estate; we discuss curr...
CBRE IM - DATA-DRIVEN AND SUSTAINABLE INVESTMENT: WHAT MAY THE FUTURE LOOK LIKE? | IPI#3
17 Nov 2023
Contributed by Lukas
In this podcast episode we have the pleasure of having with us António Simontalero – Country Manager of Iberia at CBRE Investment Management; with ...
HOTEL INVESTMENTS: RIDING THE WAVE OF REAL ESTATE FOR SUN, SAND, AND PROFITS! | IPI#2
30 Oct 2023
Contributed by Lukas
In a shifting real estate landscape, hospitality, once battered by the pandemic and macroeconomic challenges, is now fast emerging as a compelling inv...
IS THE LIVING SECTOR STEALING OFFICES INVESTMENT SHARE? | IPI#1
02 Oct 2023
Contributed by Lukas
September is always a very interesting month; people return from their summer vacations and investors seem to have recharged their batteries, which us...