Hedging through inflationary headwinds to build resilient deal flow
Fast becoming our flagship event for senior real estate investors, fund managers, asset owners, lenders and developers, active in the UK, as well as those with diversified pan European portfolios across countries and sectors. Create dealflow and benchmark pricing, location and risk hedging strategies with your peers. Spend real time with the right people with private investor driven roundtables. No press, no formal agendas, no stages, just qualified decision makers with risk in real estate transactions, sitting down together for closed door discussions.



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Europe GRI 2026 - Winter Edition
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We take a large number of information into consideration but in short, applying leaders must meet 2 basic criteria:
a) Seniority: decision-makers only.
b) Principal: invested real estate or infrastructure companies with capital at risk.
Opening Talkshow
Macro Forces, Capital Flows, and the Deals That Will Define 2026
- Europe’s Macro Equation - Which economic forces will drive or derail real estate in 2026?
- Capital on the Move - How are global flows into Europe shifting between sectors, risk profiles, and geographies?
- The GP Playbook - What strategies will win in a low-growth, high-selectivity environment?
- Mega Deals & Market Signals – What transactions will set the tone for the year?
- Beyond the cycle - What long-term trends will reshape European real estate?
Equity Repricing & Deployment
Where Is Smart Capital Moving?
- How are players reallocating capital across geographies and asset classes in response to current equity repricing trends?
- Which sectors do players view as offering the best long-term value creation potential, and how is this shaping your acquisition or disposal pipeline?
- What’s the key strategy for deploying dry powder while balancing timing risk against first-mover advantage?
- How are players approaching capital partnerships or joint ventures to scale exposure in high-conviction markets?
2026 Capital Formation and Deployment
Timing and Cross-Border Conviction
- Time it right – Is 2026 the sweet spot for jumping back in?
- Go global – Which markets are hot and which are hype?
- Structure smart – Debt, equity or hybrid: what wins now?
- Fund the future – Where is fresh capital coming from, and how are fundraising strategies evolving?
- Add value – Is operational expertise your global edge?
From Land to Launch
Where is the UK Pipeline Still Attracting Capital?
- How are real estate partnerships structuring capital, governance, and risk allocation to deliver UK development projects from land acquisition to launch in the current market?
- Which UK pipeline sectors and locations are attracting the most committed capital from players, and how are return targets being recalibrated?
- What strategies are players using to de-risk delivery while protecting upside potential?
- How are new fundamentals & development requirements from capital partners influencing project selection, execution, and long-term value creation?
Italy’s Real Estate Market - From Crossroads to Comeback?
- Sector Outlook - From hotels and housing to offices, retail, and logistics: diamonds in the rough ready for a renaissance, or white elephants dragging their feet?
- Market Fundamentals - Italy’s real estate a sleeping giant ready to awaken, or an old dog stuck in its ways?
- Regional Disparities - Milan calling the shots while the South lags, or can every region get a piece of the pie?
- Capital Flows - Foreign capital flocking to Italy like bees to honey, or steering clear of stormy weather?
- Future Outlook - Italy poised for a renaissance in real estate, or just kicking the can down the road?
Europe’s Net Zero Real Estate - Stranded Assets or Sustainable Success?
- EU Policy Framework - Green Deal the wind in our sails, or a ball and chain for real estate investors?
- Carbon Regulations - Rising carbon prices to light a fire under retrofits, or leave laggards out in the cold?
- Financing Tools - Green bonds and EU incentives the golden goose, or just a drop in the ocean?
- Investor Pressure - Institutional investors leading the charge, or simply covering their backs?
- Regional Disparities - Is Europe a level playing field, or a tale of two markets?
Flexible Living Models
Where Resilience Meets Scalable Growth?
- Flex Demand Drivers Is demand more driven by housing shortages or changing lifestyles? And how consistent is it across European cities?
- Investment Viability Can co-living and flex-living offer scalable, long-term returns? Or are they still tied to very specific locations?
- Operational Complexity How do short stays and high service levels impact margins? Are we ahead of operational demands already?
- Regulation & Standardization Are local rules limiting growth across markets? What is needed to build a more stable, cross-border framework?
Investments Opportunities in Spain
A strategic piece into Europe's real estate chess match?
- Spain Fundamentals What elements are sustaining Spain’s investment momentum? How are macro conditions and demographics influencing demand across sectors?
- Investment Priorities Which asset classes are shining the most and why? Are investors focusing on core assets or value-add plays too?
- Entry Strategies How are international and domestic players securing prime opportunities? Are partnerships and platform deals becoming the preferred route?
- Competitive Positioning With rising interest from global capital, how can investors differentiate and capture the best deals in a crowded market?
Europe’s Light Industrial & Logistics
Overcrowded, saturated or the next strategic pivot?
- Investment Momentum - Capital to keep flowing or start to pull back?
- Vacancy Levels - Stay tight or loosen further?
- Macro Risks - Will trade headwinds persist or ease?
- Favorable Capital Conditions - Temporary cheap money or tightening up?
- 2026 inflection point - Are we at saturation or a strategic pivot?
Capital Stack Realignment
Managing Risk Across the Layers
- How are players adjusting the balance between equity, mezzanine, and senior debt to align with today’s market risk profile?
- Where do players see the greatest opportunity or vulnerability across the capital stack in their current portfolio or pipeline?
- How are players structuring partnerships or co-investments to bridge funding gaps while preserving control and returns?
- What stress-testing or downside protection measures are players prioritizing to safeguard each layer of the stack in a volatile market?
Co-Invest to Win
JVs, Governance & Value-Add Returns in a Repriced Europe
- Alignment and Governance – What breaks down in JV partnerships (especially under stress), and how can it be prevented from day one?
- Underwriting and Structuring – How are LPs and OPs bridging gaps on repricing, debt, leasing, capex, and timelines?
- Decision Making – Who calls the shots when plans change, performance dips, refinancing tighten, or capital calls hit?
- Partnership Models – LPs: visibility or freedom? How can OPs scale without giving up control—while still executing value-add?
- Liquidity and Exit – What 2024/25 lessons are reshaping liquidity, hold periods, and exit strategies in 2026?
Germany
Bringing capital stability back or tough test ahead?
- Stability or slide Is German capital deployment regaining traction or close to stalling again?
- Residential resilience Are multi‑family and residential holding firm or over‑priced illusions?
- Regulatory risk Can reform, zoning fixes and stimulus crack the approval bottleneck?
- Debt pressure Will liquidity‑strained funds and distressed lenders trigger forced exits or opportunity?
Hospitality Experience vs. Efficiency
How Differentiated Ops Models Preserve Capital
- How are players determining the optimal balance between experience-led enhancements and efficiency-driven operations to preserve asset value?
- Which hospitality segments are players finding deliver the strongest capital resilience under current market conditions?
- How are players quantifying the long-term valuation impact of brand differentiation versus cost optimization?
- What hybrid operational strategies are players adopting to capture both premium rates and stable margins?
Carlo Paguio
Asset Repositioning
What are the key strategies for future rewarding assets?
PBSA
Still a Defensive Play or an Overcrowded Trade?
- Sector Fundamentals Is student mobility and structural undersupply enough to sustain demand? How are macro trends shaping occupancy and rent levels?
- Capital Deployment Strategy Is PBSA still seen as a defensive play, or shifting toward growth and yield? Where is capital flowing—and what’s driving those choices?
- Operations & Experience How are operating models adapting to tenant expectations? What impacts does service quality has on performance and long-term value?
- Cross-border Scalability Can PBSA platforms scale easily across borders? What makes the difference between local success and pan-European growth?
Offices Resetting Expectations
Vote of confidence or not for me?
- Prime vs. Secondary CBD winners or secondary rebound?
- Interest Rates Game changer or short-term boost?
- Development Strategy New builds or retrofit-to-core?
- Tenant Experience Amenities focus or flexibility first?
Capital Markets in Motion
Pricing Risk in an Uncertain Cycle
- How are players adjusting risk premium expectations across sectors given the current stage of the cycle?
- Which market signals would prompt players to shift from defensive positioning to a new phase of capital deployment?
- How are players prioritizing capital allocation between resilient core sectors and opportunistic plays in repriced or distressed assets?
- What role does cross-border capital play in players’ strategies under today’s macroeconomic uncertainty?
Beyond Borders
Fundraising Strategies for a New Era of GCC Capital Deployment
- Capital Crossroads Europe or home turf: where are GCC giants leaning now, and why?
- Mandate Makeover In 2026, what’s on GCC investors’ wishlists beyond returns?
- Fundraising Playbook Which fundraising tactics truly win over GCC family offices and sovereigns?
- Beyond the Cheque How can Gulf GPs and European firms turn capital into lasting alliances?
CEE Allocation Changes
What's the new and next Capital Movement?
- Capital Allocation Trends Investors retreating or reshuffling within Poland, Czechia, and Hungary?
- Asset Class Rotation Logistics leading, or capital flowing to PRS, offices, and emerging alternatives?
- Local vs Global Domestic players filling the gap as foreign capital retreats? Who are the new international entrants?
- Risk & Returns How are yield expectations adjusting in light of political, currency, and market volatility?
- Distress & Opportunity Equity stepping back as debt capital rises?
Hospitality Window of Opportunity
Which bets to make in single assets and portfolio deals?
- How are players deciding between single-asset acquisitions and portfolio deals to maximize value in the current hospitality market?
- Which market and asset characteristics are players prioritizing to identify high-conviction opportunities amid pricing dislocation?
- How are players approaching operational and brand repositioning to unlock upside in acquired assets?
- What timing and market signals are guiding players to act within the current acquisition window before conditions shift?
Debt & Credit in Southern Europe Deals
Do we see the rise of a new debt cycle in the region?
- Lenders Appetite Are traditional and alternative lenders ready to expand exposure in the region? How are macro conditions shaping their risk tolerance?
- Pricing & Financing Terms How are interest rates, spreads, and covenant structures evolving? Are borrowers finding room to negotiate in the current cycle?
- Capital Sources Share How is the competition between bank financing and alternative capital? Which structures are proving most efficient for large-scale deals?
- Lending Strategies Which sectors and geographies are attracting the most financing activity? Are lenders targeting only core markets at the moment?
Real Estate Refinancing and Maturing Loans
Data Centers – powering Europe’s digital backbone or stalled by power and land constraints?
- Data Center Surge or Saturation – Where will Real Estate Capital Meet Digital Demand?
- Europe’s Digital Backbone – Is fundraising the Growth Engine or Bottleneck for Investors?
- Site Selection Pressures – Race for power, fiber, and land: a manageable challenge, or a throttling new development?
- Public-Private Coordination – Can governments, tenants, and developers align quickly enough to meet demand, or will fragmented collaboration stall expansion?
UK Valuations
Mispriced or Missed Opportunity?
- How are players distinguishing between cyclical mispricing and structural impairment when assessing current UK asset values?
- Which sectors or asset types are players finding most attractive based on perceived valuation disconnects?
- How are players bridging the bid-ask gap to unlock transactions in a cautious market?
- What valuation triggers would prompt players to shift from watch-and-wait to active acquisition mode?
Retail
What’s investable, what’s obsolete, and where is reactivation happening?
- Mixed-Use Strategy Double down on integration or keep retail standalone?
- Tenant Mix Focus on experiential/service-led or stick with traditional anchors?
- Prime Yields Compression ahead or plateauing at current levels?
- Debt, Lending, and Financing Loosen up in 2026 or remain selective?
- Investor Appetite Grocery-anchored, outlets, and parks as the safe bet or look beyond the obvious?
- Asset Management Rely on traditional leasing expertise or pivot to data-driven decision-making?
BTR in Europe
What are the Key Pricing Models that Attract Capital?
- Demand Resilience Is demand strong enough to support long-term growth? How are affordability pressures and urban migration patterns shaping occupancy?
- Investment Thesis in BTR Are investors targeting BTR for stable income, capital gains, or both? Which markets are seeing the fiercest competition for assets and land?
- Development Challenges How are rising costs, planning hurdles, and land scarcity influencing delivery pipelines? Are owners adjusting strategies to accelerate growth?
- Cross-Market Expasion Can BTR platforms scale efficiently across countries with different renter cultures? Which markets offer the best potential for replication?
What Capital Wants
The LP Mandate for the Year Ahead
- What’s In, What’s Out Which strategies are LPs backing in 2025, and what’s no longer getting through the investment cycle?
- Global vs. Local How are LPs allocating across geographies and asset classes?
- Liquidity, Leverage & Hold Periods What’s the risk balanced adjusted zone for capital risk?
- Access and Alignment How are LPs navigating through long-term partners with mid term deal opportunities that come up?




































He worked on all types operations: development, yield investment, property trading transactions and supervised more than 500 commercial Real Estate transactions. Jean-Philippe started his career structuring Real Estate investment funds. He then moved to BNP PARIBAS where he held various positions in the Real Estate market. Jean-Philippe graduated from IEP Paris and ASSAS University, Paris.































































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