HeyJaredHavenstone Stack
Most finance podcasts cover US markets. We give you Europe.Hosts António Dias and Bruno Silva bring you direct access to the senior investors, lenders, and developers making billion-euro decisions in real estate across Europe—from Madrid to Warsaw, Milan to the Nordics.Europe…
- Indexed episodes, last 90 days
- 1
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- Aug 31, 2026
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- Aug 31, 2026
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Europe’s Cash Flow Led Recovery (opens the original)
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For decades, real estate investors benefited from constantly falling interest rates and predictable cycles, a world that has structurally ended. Today’s environment is marked by de-globalisation, constant volatility, and high-pressure economics, requiring a radical shift in how capital is invested. This episode dives into designing resilient portfolios, navigating Europe’s cash-flow-led recovery, and understanding the vital role of capital formation. We explore the strategic adjacencies of real
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