GRI Living Assets Europe 2026

Europe’s most exclusive dealmaking forum for investing across Living real estate asset classes

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Victor Tranquilini
Victor
Victor Tranquilini
Head of UK, Germany and CEEGRI Institute
+442076648373
+18663991210
ABOUT THE EVENT
 
GRI Living Assets Europe is the flagship gathering for GRI members actively deploying capital across Build-to-Rent, Serviced Residential and Hospitality assets. It brings together investors, developers, operators and lenders with significant AUM and capital at risk in the sector.

Rather than a traditional conference, the event is designed as a price discovery and deal-making environment, where senior decision-makers engage in candid, peer-led conversations about investment strategies, capital allocation and emerging opportunities across European living sectors.

Through a curated format combining small-group discussions, pre-arranged matchmaking and organic networking, participants connect directly with the capital and operating partners needed to move transactions forward.

Within GRI’s signature discussion setting, members collaborate to unlock deal flow across asset classes, structures and geographies, while strengthening relationships with peers shaping the future of Europe’s living markets.

On 24th June, we will host a series of curated activities ahead of the main conference on the 25th. Participants are invited to join exclusive experiences designed to deepen relationships, broaden perspectives, and fully engage with London as a backdrop. Additional details regarding the extra activities are outlined below.

Extra Activities
Site Visits24th June | 09:00 - 15:00
Women Leading Real Estate - London Edition24th June | 09:00 - 12:00
GRI Padel Experience 2026 - London Edition24th June | 18:15 - 21:00
C-Circle Experience - London Summer Edition24th June | 17:00 - 20:30
Discussions
Opening Keynote & Talkshow | 25th June | 09:00 - 10:15

Living Strategies

The Great Core Rotation or an Overweight Risk?

  • Living now surpassing other sectors — Structural shift or temporary cycle?
  • Is Europe still competitive vs other global markets?
  • Demographic Trends — Demand is structural, but the demand mix is shifting: What doest it means for living product strategy?
  • Pan-European vs local strategy — Platform-building or precision JVs?
Breakout Discussion | 25th June |10:45 - 11:45

BTR Deep-Dive

Real Pan-European Opportunity or Local Fragmentation?

  • Regulatory fragmentation - Where is BTR investable and where is it still an “aspirational niche”?
  • Mid-market vs prime: where is the 2026 return sweet spot?
  • Platform viability: Market depth strategy vs pan-European scaling
  • Institutional consolidation: Who is buying portfolios and what discount clears the market?


Breakout Discussion | 25th June | 10:45 - 11:45

Value-add, Repurposing & Retrofits

Value Creation Engine or CapEx Trap?

  • Where does repurposing truly “pencil out”? Which asset types and cities still deliver institutional returns once planning friction, structural limits, and capex inflation are fully priced in?
  • Is the “brown discount” finally real and investable? Are entry points adjusting fast enough to compensate for retrofit complexity, time-to-completion, and execution risk?
  • Regulation: value unlock or value trap? When do taxonomy/EPC-driven upgrades create liquidity and pricing premiums — and when do they destroy returns through mandatory capex?
  • Who can scale this wave — and how? Do conversions become a repeatable strategy with platform capability, or remain a specialist-only play driven by deal-by-deal underwriting and local planning wins?
Breakout Discussion | 25th June | 10:45 - 11:45

Germany Living

From Core Safety to Precision Value Creation?

  • Regulation as alpha or drag? Rent caps, modernization rules and tenant protection - how are investors underwriting political risk in 2026?
  • Where is liquidity really back? Which markets offer genuine repricing upside
  • Development restart vs. retrofit-first: Is Germany’s new supply pipeline investable again, or is value creation now mostly EPC/CapEx-driven?
  • Platform scale vs. specialist verticals: Are investors still building national scale platforms, or moving to focused PBSA/ senior/affordable strategies?
Breakout Discussion | 25th June | 12:15 - 13:15

PBSA Deals

Europe's Star Play, How Much

Growth Remains?

  • Pricing, Yield Outlook & Big-Deals: Are big-deals creating a pricing reference point that smaller assets and secondary cities can’t justify?
  • Capital Allocation & Market Prioritisation: “Core Cities” vs “Core Systems” - Which markets are now “fully priced” and which are still under-owned due to liquidity, regulation, or operational complexity?
  • Operational Performance & Margin Drivers: Where “Alpha” Actually Lives?
  • Platform Consolidation & Exit Liquidity: Who Buys the Next Vintage?
  • Development Pipeline & Delivery Conditions: Can PBSA Still Be Built at Scale?
Breakout Discussion | 25th June | 12:15 - 13:15

Flex & Hybrid Models

Institutional Product or Local Experiment?

  • Where does these new living deals truly work and why?
  • Capital structure evolution: From master leases to ownership and JV models
  • Regulation & political risk: How to avoid?
  • Operational alpha & technology: Where margins are real and where they’re hype?
  • Institutionalisation & Exit: Who buys this product, and what makes it investable? 


Breakout Discussion | 25th June | 12:15 - 13:15

Branded & Luxury Residences

Where Real Value Meets Assets?

  • Brand Premium vs Asset Reality — Does it outperform through cycles?
  • Economics & Fee Structures — Who captures the value?
  • Governance, Control & Capex — Who really runs the asset?
  • Demand Fundamentals — Who is the end buyer in 2026 and ahead?
  • Scalability Beyond Trophy Destinations — Can branded resi institutionalise?
  • Single Assets vs Platform Exposure — How do investors want access?


Breakout Discussion | 25th June | 14:30 - 15:30

Financing

Best Assets and Strategies Across the Living Spectrum

  • Lending Landscape — Who is lending, and where does capital actually clear?
  • Risk Pricing & Underwriting Discipline — What gets penalized in 2026?
  • Transition Risk & Capex Exposure — When does retrofit or repositioning become financeable?
  • The 2026–27 Refinancing Wall — Where stress will concentrate?
Breakout Discussion | 25th June | 14:30 - 15:30

Senior Living & Healthcare

The Next Core-Defensive Conviction?

  • From niche to institutional core — What’s driving the shift? aging demographics, constrained public healthcare capacity, and rising demand for care-enabled housing
  • Core-defensive allocation or overheated niche? — Is yield compression still justified, or starting to outpace operational fundamentals and risk pricing?
  • Evolving care models across Europe — Integrated campuses, senior living-to-care continuums, and OpCo/PropCo structures: which models are proving scalable and investable?
  • Where defensible value and scalability exist — How investors are underwriting operator risk, protecting cashflows, and identifying markets where growth extends beyond mature jurisdictions?
Plenary Discussion | 25th June | 16:00 - 17:00

The Great Recalibration

Capital Appetite for UK Living

  • From repricing to predictability: Has the UK regained underwriting clarity on rents, planning timelines, operating costs, compliance capex, and exit liquidity?
  • Where is the UK genuinely investable again — and where isn’t it? Which Living strategies and cities offer real risk-adjusted upside, and where does the ask–bid gap still block deals?
  • What does “stability” mean in 2026? How are investors pricing regulatory compliance, licensing, building standards, and political risk into returns and hold periods?
  • Where will the next returns come from? Consolidation plays, development pipelines, or selectively buying stress — and which capital and operating models are best positioned to win?

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GRI Living Assets Europe 2026

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Unique Format
 
Exclusively featuring top decision makers in open discussions.
 
Pre Arranged 121 Meetings with attendees.
 
Discussion format where everyone can participate.
 
Partner Hotel Rates

Book your stay at Conrad London St. James,
with Special Rate available for GRI Attendees

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Institute Partner
Institute Partner Europe
Diamond
Local Institute Partner
Diamond
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