Rodrigo Branchini is a senior executive with 20+ years of experience in the Tech industry with expertise with project management, product development and new business. Rodrigo holds a B.S. degree in Electrical Engineering from INATEL, MBA in Project Management from FGV, Specialization in IoT from Unicamp and International Certification in Project Management from The George Washington University.
ABOUT THE CONFERENCE
As Europe’s commercial real estate market enters a new phase of transformation, our conference will explore the forces reshaping the full spectrum of CRE assets—from offices and retail to logistics and light industrial.
We’ll examine the trends driving demand and redefining value across the sector, including evolving workplace strategies, the reimagining of retail, the continued rise of e-commerce, and the push for operational efficiency in industrial assets. The agenda will also address macroeconomic headwinds, rising interest rates, ESG regulations, and the complexities of cross-border investment.
Join us for a comprehensive discussion on the outlook for pan-European commercial real estate—and what lies ahead for investors, developers, occupiers, and asset managers across all CRE asset classes.
Submit your interest to the GRI Commercial RE &
Data Centres Europe 2026
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What you can expect
100+
Participants
10+
Closed door discussion rooms
150+
Private connections scheduled by GRI Institute
10+
Countries represented
Timetable
08:30 - 09:00Welcome and Registration
09:00 - 10:15Opening Talkshow
10:15 - 10:45Networking Break
10:45 - 11:45Breakout Discussions
11:45 - 12:15Networking Break
12:15 - 13:15Breakout Discussions
13:15 - 14:30Lunch
14:30 - 15:30Breakout Discussions
15:30 - 16:00Networking Break
16:00 - 17:00Breakout Discussions
17:00 - 17:30Closing Networking Cocktail
Networking made easy.
Pre-arranged private meetings.
In-depth industry knowledge.
Program
Opening Talkshow | 09:00 - 10:15
CRE Debt 2027
Capital Is Back, But Has the Market Truly Reset?
Is repricing actually finished, or only for prime? Most markets somewhere in between — where is this cycle furthest along, and where is it barely started?
Where are bid-ask spreads genuinely closing, and where are they stubbornly wide?
Are banks truly returning, or is private credit becoming the permanent engine of global CRE finance regardless of what banks do?
Cross-border capital flows — where is capital landing in Europe, and which historically under-lent markets are becoming relative winners precisely because lenders avoided them on the way down?
What do institutional LPs actually want right now — conservative senior yield, or higher-leverage total return — and how is that shaping which platforms raise capital successfully?
What will separate a winning debt platform from a stalled one heading into 2027?
Breakout Discussion | 10:45 - 11:45
Office Investment & Asset Management
From Repricing to Real Conviction?
The pricing floor: Has European prime offices found its bottom, and what is the basis story across London, Paris, Frankfurt, Madrid, Milan, Amsterdam?
Capex reality: How much is realistic to underwrite for refurb, ESG, and re-leasing — and is the 'brown discount' properly priced in?
Flight-to-quality spreads: Prime vs. secondary at 200+ bps: durable or about to compress?
Asset management as alpha: Leasing strategy, amenity investment, ESG capex sequencing: where is real value being created?
Capital entering today: Who is buying: opportunistic, value-add core+, family offices, listed REITs, strategic operators?
Breakout Discussion | 10:45 - 11:45
CRE & Data Centres Convergence
A New Geography & Playbook of Cross-border Financing?
Real estate and infrastructure lending are converging? What does that mean for underwriting?
When it comes to traditional Commercial Real Estate Deals, what are the key assets driving deals?
What do lenders demand from specialist operators to de-risk development and operational debt in these technically complex asset classes?
UK/Europe grid and power capacity is capping out, especially after demand spikes — is lender appetite for data centres shifting as a result?
Cross-border capital movement in both directions — funds entering the EU/UK and funds leaving — and what this means for pricing and availability?
Where are lenders' risk appetites diverging most sharply by jurisdiction, and why are some historically under-lent markets becoming relative winners?
Breakout Discussion | 12:15 - 13:15
Retail Investment
Europe's Quiet Comeback Trade?
Transactional evidence: Which retail formats are clearing the market: grocery-anchored, retail parks, prime high street, factory outlets, regional malls?
Yield positioning: At what entry yields do retail assets compete with other CRE positions on a risk-adjusted basis?
Capital structure: Which buyers are dominating: opportunistic, listed REITs, family offices, sovereign?
Operational levers: Tenant mix, F&B integration, leisure and experiential: real value creation or marketing layer?
Geographic differentiation: Where retail still works (UK, France, Iberia, Italy, CEE) vs. where structural headwinds persist?
Patricia
Pinto
Sierra IG Board Member and Head of IR
Sonae Sierra
Breakout Discussion | 12:15 - 13:15
The New Real Estate Opportunities
How Logistics, Data Centres & Infrastructure Are Converging And Shaping Up Key Deals?
Sector convergence: Are logistics and data centres competing for the same land, capital, power and connectivity?
Power, land & connectivity: How are resource constraints reshaping location, pricing and highest-and-best-use decisions?
The European investment map: Could grid constraints redirect capital towards new regions and secondary markets?
Where is the premium?: Where will investors pay for infrastructure-ready assets, and where do opportunities remain?
Capturing the upside: Will value increasingly lie in development pipelines, land banks, powered sites and strategic partnerships?
Breakout Discussion | 14:30 - 15:30
Repositioning & Value-Add
Which Strategies Are Delivering The Strongest Investment Returns?
Which value-add strategies are generating the strongest risk-adjusted returns today: refurbishment, change of use, operational repositioning, or redevelopment?
How are investors underwriting capex, leasing risk and ESG upgrades, and where is value creation proving more resilient than expected?
Which sectors and markets across Europe offer the greatest repositioning opportunities over the next investment cycle?
How are financing conditions influencing value-add execution, and where are lenders showing the greatest appetite for transitional business plans?
What separates successful repositioning platforms from one-off projects, and how important are operational capabilities in delivering consistent outperformance?
Marta
Esteves Costa
Commercial Director Europe & Emerging Markets
Sonae Sierra
Martin
Jepson
Founding Partner
Ergo Real Estate
Breakout Discussion | 14:30 - 15:30
Pan-European Logistics Investment & Development
Repricing Done, Where Is the Next Leg?
Transaction recovery: Where are big tickets deals clearing: UK, Germany, France, Iberia, CEE, Nordics?
Yield positioning: At what point do prime logistics yields find equilibrium vs. offices and retail comps?
Last-mile vs. big-box: Which format is delivering better risk-adjusted returns into 2026–28?
Development viability: Where new supply still pencils, and where land + construction inflation has killed the case?
Forward-funding structures: How developers and equity partners sharing development risk in today's market?
Ekaterina
Avdonina
Co-Founder & CEO
Mirastar
Reda
Khatim
Founder
Palm Capital
Breakout Discussion | 16:00 - 17:00
The Next Logistics Hubs
Where Will Europe's Next Wave of Outperformance Come From?
Which emerging logistics markets are attracting the strongest institutional conviction beyond Europe's established hubs, and what is driving that shift?
As occupiers rethink supply chains, where are regional hubs outperforming traditional gateway markets in terms of demand, rental growth and resilience?
How are infrastructure investment, labour availability and energy capacity reshaping the competitiveness of secondary logistics locations across Europe?
What role are nearshoring, manufacturing reshoring and e-commerce expansion playing in creating the next generation of logistics clusters?
How should investors balance higher-growth regional opportunities against liquidity, exit risk and operational scale when expanding across Europe?
Frankie
Whitehead
CFO for Tritax Big Box REIT plc, Partner at Tritax Management LLP
Tritax Big Box
Rob
Fairfax
Director, European RE Private Equity
Barings
Breakout Discussion | 16:00 - 17:00
The Next Phase of European Data Centres
Demand, Development & Capital, How To Price Them?
The AI Equation: How are hyperscalers, investors and lenders underwriting European AI and cloud demand through 2030? Is today's growth trajectory sustainable, and what could change the curve?
Power, land & deliverable capacity: Where can Europe actually build? How are grid availability, connection queues, land strategies and brownfield opportunities reshaping the European development map?
New deal structures: BTS, powered shell, turn-key, forward funding and partnerships with utilities — which structures are attracting capital, and how are development risks and returns being allocated?
How are investors and lenders pricing long-dated hyperscaler leases, cap rates, development risk and counterparty concentration? Are today's valuations adequately reflecting uncertainty around future AI?
Are FLAP-D markets still the natural home for institutional capital, or are power and infrastructure constraints pushing towards new regions?
Joao
Cristina
Country Manager
Merlin Properties
Patricia Pinto
Sierra IG Board Member and Head of IRSonae Sierra
Portugal
Patricia Pinto is Board Member of Sierra IG - the regulated management company - and Head of Investor Relations at Sonae Sierra. She also serves on the board of APAF – the Portuguese Financial Analysts Association. She has more than 25 years’ experience in capital markets and corporate finance, having held leadership roles at Siemens (the largest engineering company in Europe) and Sonae (the largest private employer in Portugal). Patricia began her international career in Germany and later became Financial and Commercial Director for the Telecommunications Networks Division at Siemens Portugal. She holds a degree in Economics from the Porto School of Economics.
Commercial Director Europe & Emerging MarketsSonae Sierra
Portugal
Marta Esteves Costa is Commercial Director for Europe & Emerging Markets at Sonae Sierra, a leading European real estate company specialized in retail development, management and investment, which over the last decade has expanded its expertise into other asset classes such as hospitality, residential and offices. With extensive experience in real estate and commercial strategy, Marta leads business development initiatives for Sierra’s service offering across multiple European countries and selected emerging markets. She is also actively involved in fostering relationships with international investors and potential partners, supporting Sonae Sierra’s collaboration and growth strategy. Her cross-border experience contributes to Sonae Sierra’s strong position in the real estate industry, with a diversified portfolio across several geographies.
Martin is the Founding Partner of Ergo Real Estate which was established in 2018. Prior to that he was President & COO of Brookfield Property Partners’ European Office Division and joined the Company in 2011. From 2008 to 2011 he was a Managing Direct at Hammerson plc and also held senior positions with property companies Howard Holdings, Taylor Woodrow Property Co. and Delancey.
Ekaterina is a CEO and Co-Founder of Mirastar. Mirastar is a new specialist pan-European developer, investor and manager of big box logistics assets established by Ekaterina Avdonina, CEO, and Anthony Butler, CIO, in a joint venture with M7 Real Estate. From 2010 to 2018 Ekaterina was with Delin Capital Group focused on real estate investments and raising debt and co-founded DCAM. Previously, Ekaterina was with ING Real Estate in the Netherlands. Prior to ING, Ekaterina was with GVA in Moscow focused on the execution of development projects. Ekaterina graduated with a MSc. in Real Estate from Cass Business School and received a degree in Corporate Finance and Accounting from the Finance Academy under the Russian Government.
Reda Khatim is the Founder of Palm Capital, a UK-based investment firm specializing in strategic capital solutions and portfolio management. With extensive experience in financial markets and investment strategy, Khatim has established Palm Capital as a trusted partner for businesses seeking growth capital and strategic advisory services. His expertise spans across various sectors, focusing on identifying high-potential investment opportunities and delivering value-driven solutions. Under his leadership, Palm Capital has built a reputation for comprehensive financial services and client-focused investment approaches in the competitive UK market.
CFO for Tritax Big Box REIT plc, Partner at Tritax Management LLPTritax Big Box
United Kingdom
Rob Fairfax
Director, European RE Private EquityBarings
United Kingdom
Rob Fairfax serves as Director of European Real Estate Private Equity at Barings Asset Management, a leading global investment management firm. Based in the UK, he specializes in European real estate investment strategies and private equity transactions. Fairfax brings extensive experience in real estate capital markets, focusing on identifying and executing investment opportunities across diverse European property sectors. In his role at Barings, he is responsible for sourcing, evaluating, and managing real estate private equity investments, contributing to the firm's comprehensive alternative investment platform that serves institutional and retail clients worldwide.
João Cristina is the Portugal Director of Merlin Properties since 1 January 2018. From 2006 until that time, he held Investment Management positions at Rockspring PIM and Orion Capital Managers, all based in Madrid. He returned to Portugal, during 2014, to assume the General Manager role in SILCOGE, a leading Portuguese real estate company. He studied Finance at ISCTE and has an MBA from IE -Instituto de Empresa. Joao Specialized in acquisitions and asset management throughout the Iberian Peninsula, where he has more than 12 years’ experience. Over the last year, João has focused on increasing Merlin’s footprint in the Portuguese real estate market (acquisitions) while improving present occupational levels of the portfolio asset management
European Commercial Real Estate Outlook 2025/26
Uncovering hidden potential in the European CRE market
Exclusive GRI Report:
European Real Estate Outlook H2 2025
The most senior industry leaders active across Europe reveal their expectations and sentiments for the future of the market.
Gain access to the report by filling in your details below.
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Previous Editions
Check out the program of previous editions
Wednesday, November 18th 2026
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See complete schedule
09:00am - 10:15am
CRE Debt 2027
Capital Is Back, But Has the Market Truly Reset?
Is repricing actually finished, or only for prime? Most markets somewhere in between — where is this cycle furthest along, and where is it barely started?
Where are bid-ask spreads genuinely closing, and where are they stubbornly wide?
Are banks truly returning, or is private credit becoming the permanent engine of global CRE finance regardless of what banks do?
Cross-border capital flows — where is capital landing in Europe, and which historically under-lent markets are becoming relative winners precisely because lenders avoided them on the way down?
What do institutional LPs actually want right now — conservative senior yield, or higher-leverage total return — and how is that shaping which platforms raise capital successfully?
What will separate a winning debt platform from a stalled one heading into 2027?
10:45am - 11:45am
Office Investment & Asset Management
From Repricing to Real Conviction?
The pricing floor: Has European prime offices found its bottom, and what is the basis story across London, Paris, Frankfurt, Madrid, Milan, Amsterdam?
Capex reality: How much is realistic to underwrite for refurb, ESG, and re-leasing — and is the 'brown discount' properly priced in?
Flight-to-quality spreads: Prime vs. secondary at 200+ bps: durable or about to compress?
Asset management as alpha: Leasing strategy, amenity investment, ESG capex sequencing: where is real value being created?
Capital entering today: Who is buying: opportunistic, value-add core+, family offices, listed REITs, strategic operators?
10:45am - 11:45am
CRE & Data Centres Convergence
A New Geography & Playbook of Cross-border Financing?
Real estate and infrastructure lending are converging? What does that mean for underwriting?
When it comes to traditional Commercial Real Estate Deals, what are the key assets driving deals?
What do lenders demand from specialist operators to de-risk development and operational debt in these technically complex asset classes?
UK/Europe grid and power capacity is capping out, especially after demand spikes — is lender appetite for data centres shifting as a result?
Cross-border capital movement in both directions — funds entering the EU/UK and funds leaving — and what this means for pricing and availability?
Where are lenders' risk appetites diverging most sharply by jurisdiction, and why are some historically under-lent markets becoming relative winners?
12:15pm - 01:15pm
Retail Investment
Europe's Quiet Comeback Trade?
Transactional evidence: Which retail formats are clearing the market: grocery-anchored, retail parks, prime high street, factory outlets, regional malls?
Yield positioning: At what entry yields do retail assets compete with other CRE positions on a risk-adjusted basis?
Capital structure: Which buyers are dominating: opportunistic, listed REITs, family offices, sovereign?
Operational levers: Tenant mix, F&B integration, leisure and experiential: real value creation or marketing layer?
Geographic differentiation: Where retail still works (UK, France, Iberia, Italy, CEE) vs. where structural headwinds persist?
12:15pm - 01:15pm
The New Real Estate Opportunities
How Logistics, Data Centres & Infrastructure Are Converging And Shaping Up Key Deals?
Sector convergence: Are logistics and data centres competing for the same land, capital, power and connectivity?
Power, land & connectivity: How are resource constraints reshaping location, pricing and highest-and-best-use decisions?
The European investment map: Could grid constraints redirect capital towards new regions and secondary markets?
Where is the premium?: Where will investors pay for infrastructure-ready assets, and where do opportunities remain?
Capturing the upside: Will value increasingly lie in development pipelines, land banks, powered sites and strategic partnerships?
02:30pm - 03:30pm
Pan-European Logistics Investment & Development
Repricing Done, Where Is the Next Leg?
Transaction recovery: Where are big tickets deals clearing: UK, Germany, France, Iberia, CEE, Nordics?
Yield positioning: At what point do prime logistics yields find equilibrium vs. offices and retail comps?
Last-mile vs. big-box: Which format is delivering better risk-adjusted returns into 2026–28?
Development viability: Where new supply still pencils, and where land + construction inflation has killed the case?
Forward-funding structures: How developers and equity partners sharing development risk in today's market?
02:30pm - 03:30pm
Repositioning & Value-Add
Which Strategies Are Delivering The Strongest Investment Returns?
Which value-add strategies are generating the strongest risk-adjusted returns today: refurbishment, change of use, operational repositioning, or redevelopment?
How are investors underwriting capex, leasing risk and ESG upgrades, and where is value creation proving more resilient than expected?
Which sectors and markets across Europe offer the greatest repositioning opportunities over the next investment cycle?
How are financing conditions influencing value-add execution, and where are lenders showing the greatest appetite for transitional business plans?
What separates successful repositioning platforms from one-off projects, and how important are operational capabilities in delivering consistent outperformance?
04:00pm - 05:00pm
The Next Phase of European Data Centres
Demand, Development & Capital, How To Price Them?
The AI Equation: How are hyperscalers, investors and lenders underwriting European AI and cloud demand through 2030? Is today's growth trajectory sustainable, and what could change the curve?
Power, land & deliverable capacity: Where can Europe actually build? How are grid availability, connection queues, land strategies and brownfield opportunities reshaping the European development map?
New deal structures: BTS, powered shell, turn-key, forward funding and partnerships with utilities — which structures are attracting capital, and how are development risks and returns being allocated?
How are investors and lenders pricing long-dated hyperscaler leases, cap rates, development risk and counterparty concentration? Are today's valuations adequately reflecting uncertainty around future AI?
Are FLAP-D markets still the natural home for institutional capital, or are power and infrastructure constraints pushing towards new regions?
04:00pm - 05:00pm
The Next Logistics Hubs
Where Will Europe's Next Wave of Outperformance Come From?
Which emerging logistics markets are attracting the strongest institutional conviction beyond Europe's established hubs, and what is driving that shift?
As occupiers rethink supply chains, where are regional hubs outperforming traditional gateway markets in terms of demand, rental growth and resilience?
How are infrastructure investment, labour availability and energy capacity reshaping the competitiveness of secondary logistics locations across Europe?
What role are nearshoring, manufacturing reshoring and e-commerce expansion playing in creating the next generation of logistics clusters?
How should investors balance higher-growth regional opportunities against liquidity, exit risk and operational scale when expanding across Europe?
