Havenstone Stack

By Havenstone Capital

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Category: Investing

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Episodes: 8

Description

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 isn’t one market — it’s a bundle of different jurisdictions and capital dynamics. Each country carries its own risk profile, structural constraints, and liquidity cycle. We examine how institutional players navigate this fragmentation: where private debt is gaining ground, why some asset classes are under pressure while others return to favour, and how the capital stack is being rewritten in real time. No fluff. Just experienced deal-makers discussing what's working, what's failing, and what's next.

Episode Date
PBSA Shifts to Broader Living
May 06, 2026
Navigating German Living Sector Volatility - Simon Koenig
Apr 13, 2026
MIPIM 2026 Mood and Money
Mar 23, 2026
Urban Logistics: Long-Term Asset - Christian Jamison
Feb 16, 2026
Solving Mid-Market Finance Gap - Itamar Volkov
Feb 02, 2026
EQT Real Estate - Tom Livelli
Jan 19, 2026
Introducing the Havenstone Stack
Jan 19, 2026
Trailer
Nov 25, 2025