GRI Living Assets Europe 2026
Europe’s most exclusive dealmaking forum for investing across Living real estate asset classes
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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.
Living Investment Strategies
The Great Core Rotation?
- 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 investment strategy?
- Pan-European vs local strategy — Platform-building or precision JVs?
- Where will the next wave of returns come from across European Living markets? Consolidation platforms, development pipelines, operational alpha, or selectively acquiring opportunities — and which capital structures and operating models are best positioned to outperform?
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?
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?
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?
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?
Flex & Hybrid Models
Institutional Product or Local Experiment?
- Where do 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? Operational alpha & technology: Where margins are real and where they’re hype? How to combine hospitality expertise?
- Institutionalisation & Exit: Who buys this product, and what makes it investable?
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?
Financing
What are the 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?
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?
Investment Recalibration
Institutional Capital Appetite Across UK & European Living Markets
- From repricing to visibility: Has Europe regained underwriting clarity or do major regional disparities still define the market?
- Where is Living genuinely on upside across Europe — and where does uncertainty still outweigh conviction?
- Which strategies and cities are delivering real risk-adjusted upside, and where does the ask–bid gap continue to stall transactions?
- Which subsectors are attracting the deepest institutional conviction?
- What wins in today’s market: scalable regional platforms, local operating expertise, or partnership models?




















































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GRI Living Assets Europe 2026
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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.



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