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España GRI 2023

A senior, closed-doors Real Estate meeting to help ignite deal flow in Spain

165 people are attending
Credit: Juan Francisco Gomez / Shutterstock

ABOUT ESPAÑA GRI

España GRI is an exclusive and senior Spanish & European Real Estate gathering that takes place in Madrid annually with the aim to help increase deal flow within the players in the industry.

 
Format
Industry leaders will engage in a series of informal roundtables where everyone can participate, and navigate the current challenges.
Audience
Private Equity Investors, Fund Managers, LP’s Developers, Asset Owners, Operators and Lenders invested in the Spanish market.
 
Transational discussions about the market
 
In-depth industry knowledge
 
Networking made easy

Agenda

24th April | 14:30 - 15:30
Carlos Montes-Galdon
Lead Economist, Forecasting and Policy Modelling Division
European Central Bank
Carlos Montes-Galdon
Carlos Montes-Galdon
Lead Economist, Forecasting and Policy Modelling DivisionEuropean Central Bank
Germany
Carlos Montes-Galdón is a Lead Economist in the Directorate General of Economics at the European Central Bank. He holds a Ph.D. in Economics from Columbia University. His fields of interest include Macroeconomics and Monetary Economics, Mathematical and Quantitative methods, Macroeconometrics and Bayesian Statistics.
http://www.ecb.europa.eu/
Frankfurt am Main | Germany

Macroeconomic Volatility

Is the shadow of uncertainty still hunting us or are we on the verge of an inflection point?

Carlos Montes-Galdón is a Lead Economist in the Directorate General of Economics at the European Central Bank. He holds a Ph.D. in Economics from Columbia University. His fields of interest include Macroeconomics and Monetary Economics, Mathematical and Quantitative methods, Macroeconometrics and Bayesian Statistics.


  • ECB Forecast - European Economic Scenario Trends and Perspectives;
  • Hefty Inflation - Interest Rates, GDP, and Monetary Policies;
  • Lending Expectations for 2023-2024;
  • Risks - Where are the current risks by the ECB in the economic outlook? 
  • Ukraine War - How has the war changed the Monetary Policies since its beginning? 



24th April | 16:15 - 17:15

Value-add & Opportunistic

Growing investor risk appetite or ’Wait and See’ tension holding it back?

Co-chairs
Eduardo Boveda DamboreneaVictoria Asset Management Moderator
Gonzalo GallegoCerberus
Patricia PintoSonae Sierra
Débora Santamaría SerranoCastellana Properties
Oriol EspinetMorgan Stanley
Jaime Enrique HugasConren Tramway
Alon DemolBravo Investment House
António Pereira DiasBondstone
Matthias AksoyRBC - Real Estate Capital Partners
Alvaro GarciaBTG Pactual

Residential

Up goes demand, deals, and prices, where can we predict pushback?

Co-chairs
José Antonio de Pedro CuadradoDistrito Natural Moderator
Manuel EnrichAHORA ASSET MANAGEMENT
David MartinezAEDAS HOMES
Jeff OscodarHaystack Ventures
Sergio GalvezAQ Acentor
Álvaro García de CastroOkuant
Leticia FusiCastlelake
A. Iratxe RodríguezInvestleading
Bruno SauerGreen Building Council España (GBCe)
Javier Mallo de VargasAzora
Federico GaitoTaurus Iberica Asset Management

Light Industrial & Logistics

Exhausted entry strategies, or rents still justifying money pour?

Co-chairs
Joan VidiellaSpinnia Moderator
Victor GregoriRoebuck
Juan José Vera VillamayorValfondo
Félix Llorente SanzWilcox
Arantxa PradoPanattoni Europe - Madrid
Diego Carretero MoleroDHL Supply Chain Spain
Rebecca SchulzZalando SE
Pedro Sas LlusáAragón Plataforma Logística
https://cms.law/en/int/publication/our-real-estate-capability-at-your-service
Warsaw | Poland
With the largest commercial real estate team in Europe and one of the biggest worldwide, CMS is well positioned to help investors, funders, developers, landlords and occupiers navigate all aspects of the real estate market and maximise their assets. Whatever the size and scope of your project or deal, with almost 800 real estate lawyers in 46 countries we have the resources to meet your needs quickly and efficiently, offering expert advice. We have been active in real estate in our markets for decades, so we understand the culture, the economic context, the local legal context and the history.

Value-add & Opportunistic

Growing investor risk appetite or ’Wait and See’ tension holding it back?


  • Which real estate sector is starting to see more structure?
  • Development Deals - Are the numbers working? 
  • Finding Value in New Locations - Where are the hotspots? 
  • Structural Shifts and Repricing in Traditional Assets - Where are the future yields to be hunted?
  • NPL’s - Will distressed deals come onto the market?


Moderator
Eduardo Boveda Damborenea
Managing Director
Victoria Asset Management
Gonzalo Gallego
Managing Director
Cerberus
Patricia Pinto
Director, Investor Relations
Sonae Sierra
Débora Santamaría Serrano
CFO
Castellana Properties
Oriol Espinet
Executive Director
Morgan Stanley
Jaime Enrique Hugas
Co-founder and Co-CEO
Conren Tramway
Alon Demol
CEO & Co Founder
Bravo Investment House
António Pereira Dias
Partner & Chief Investment Officer
Bondstone
Matthias Aksoy
Director - European Origination
RBC - Real Estate Capital Partners
Alvaro Garcia
Senior Director, Capital Markets
BTG Pactual
Eduardo Boveda Damborenea
Eduardo Boveda Damborenea
Managing DirectorVictoria Asset Management
Spain
Gonzalo Gallego
Gonzalo Gallego
Managing DirectorCerberus
Spain
Mr. Gallego joined Cerberus in 2018 as Head of Real Estate Advisory in Spain. Based in Madrid, Mr. Gallego is responsible for executing and overseeing real estate acquisitions and transactions activities in Spain. Prior to joining Cerberus, Mr. Gallego was most recently a Partner at Deloitte LLP in its Financial Advisory business, where he provided advice to different funds on the execution of portfolio purchases amounting to over €39 billion and was responsible for the servicing and developers industries. In 2005, he founded Quadratia, a specialized consulting division for financial entities in the residential real estate sector, and he was the Managing Partner until 2015.
Patricia Pinto
Patricia Pinto
Director, Investor RelationsSonae Sierra
Portugal
Patricia has been Investor Relations Director over the last 15 years as well as President of the Portuguese Investor Relations association. She joined Sonae Sierra Investment management team in 2022 after being Head of IR in 2 companies of the Sonae group, a conglomerate, and the largest private employer in Portugal. Previously, she worked as business CFO at Siemens in Portugal, having started her international career at Siemens in Germany, where she managed telecommunication network clients in various European countries. Patricia has a degree in Economics from the Porto School of Economics.
Débora Santamaría Serrano
Débora Santamaría Serrano
CFOCastellana Properties
Spain
Debora is CFO and executive board member of Castellana Properties Socimi since 2018. Previously, she was financial director in Axiare Socimi after several years in PwC and KPMG in the areas of auditing and consulting.
Oriol Espinet
Oriol Espinet
Executive DirectorMorgan Stanley
Spain
Education: Civil engineer from UPC (Universidat Politécnica de Cataluña), Master of Science in Management from HEC Grande Ecole (Paris) and Master of International Management from CEMS MIM. I have worked in Morgan Stanley Real Estate Investing (MSREI) for over 15 years with special focus on CEE, Nordics in the past but I am now focused on Spain and I head the MSREI Spanish business.
Jaime Enrique Hugas
Jaime Enrique Hugas
Co-founder and Co-CEOConren Tramway
Spain
Jaime is the co-CEO and co-founder -with his brother Paco- of Spanish developer and investment & asset manager Conren Tramway. His background is in international private equity and investment banking at JP Morgan and Morgan Stanley in London. He has extensive experience in strategy, fund raising, investment & asset management and, capital markets. Within real estate, his experience covers investing in commercial and residential developments, value add and core plus properties, including opco-propco structures in healthcare and in secured loans. He currently serves on the Board of APCE (developers´association) and has served on the boards of private, public sector and not for profit organisations.
Alon Demol
Alon Demol
CEO & Co FounderBravo Investment House
United Kingdom
António Pereira Dias
António Pereira Dias
Partner & Chief Investment OfficerBondstone
Portugal
Matthias Aksoy
Matthias Aksoy
Director - European OriginationRBC - Real Estate Capital Partners
United Kingdom
Matthias Aksoy is responsible for the origination of mezzanine and mortgage loans across Europe and the UK. Matthias also maintains relationships with key clients across Europe and plays an active role in the management of RECP’s loans and portfolio. Prior to joining RBC, Matthias worked in the London office of Wells Fargo’s Commercial Real Estate business where he was responsible for the origination, underwriting and management of commercial real estate loans to value-add and opportunistic sponsors as well as for the work-out of special situation credits. Matthias holds a master’s degree in business administration (Diplom) from University of Applied Sciences Biberach, Germany.
Alvaro Garcia
Alvaro Garcia
Senior Director, Capital MarketsBTG Pactual
Spain
https://www.globaltalent.com.br/
Brazil
Com mais de 20 anos de experiência, somos uma consultoria especializada em potencializar os resultados das empresas dos mercados imobiliário e de infraestrutura. Atuamos com soluções 360º nas áreas de gestão de pessoas e de estruturação de processos organizacionais.

Residential

Up goes demand, deals, and prices, where can we predict pushback?

  • Residential Real Estate - How will existing properties have to change or will the focus be on new buildings?
  • Chronic Undersupply - Residential real estate as the safe haven in Spain?
  • Financing - When will the market warm up once again? 
  • Governmental Strategies - What is their role in pricing and affordability?
  • ESG - How does ESG affect the Investment life cycle costs? 


Moderator
José Antonio de Pedro Cuadrado
Partner
Distrito Natural
Manuel Enrich
Chief Investor Relations Officer
AHORA ASSET MANAGEMENT
David Martinez
CEO
AEDAS HOMES
Jeff Oscodar
CEO
Haystack Ventures
Sergio Galvez
Chief Executive Officer & Board Member
AQ Acentor
Álvaro García de Castro
CEO
Okuant
Leticia Fusi
Managing Director
Castlelake
A. Iratxe Rodríguez
CEO
Investleading
Bruno Sauer
CEO
Green Building Council España (GBCe)
Javier Mallo de Vargas
Head of Investor Relations/Corporate Development Director
Azora
Federico Gaito
Partner
Taurus Iberica Asset Management
José Antonio de Pedro Cuadrado
José Antonio de Pedro Cuadrado
PartnerDistrito Natural
Spain
Chief Development Officer at Distrito Natural | Partner at Fluxus Ventures With extensive experience in the real estate sector, I specialize in advising investment funds on asset transformation and delivering innovative solutions to real estate portfolios. I have successfully managed multiple co-working and co-living projects, introducing cutting-edge strategies for portfolio enhancement. Currently, my focus is on driving the decarbonization of the industry through timber-structure residential developments, accelerating sustainable practices for a greener future. Education: - MSc in Industrial Engineering, Major in Structural Engineering, Universidad Politécnica de Madrid - Bachelor of Architecture, École Nationale Supérieure d'Architecture Paris Malaquais
Manuel Enrich
Manuel Enrich
Chief Investor Relations OfficerAHORA ASSET MANAGEMENT
Spain
Manuel graduated in Business Administration from Denver University (Colorado, USA) and holds an MBA from the University of Notre Dame. He has worked almost his whole career in Investor Relations. He joins Sareb from the consultancy King Worldwide Investor Relations, where he worked for the past four years. He was also the Founder and Managing Partner of Logical IR Solutions, Director of Strategy and External Relations at Parquesol Inmobiliaria, CEO of Eurocofin Investor Relations, Director of Equities at AB Asesores Bursatiles, Director of Investor Relations at Bankinter, and CEO of Link Securities, among other roles. He founded the Spanish Association of Investor Relations, being an Honorary Member and serving on it's Board.
David Martinez
David Martinez
CEOAEDAS HOMES
Spain
David Martínez has over 20 years’ professional experience in the real estate sector. He has been responsible for projects such as Cuatro Torres, Valdebebas and Operación Chamartín. 2013 - 2016 MD Distrito Castellana Norte (BBVA) 2010 - 2013 CEO of Valenor 2005 - 2013 CEO Valdebebas 2002 - 2005 Managing Director of Cuatro Torres Business Area (Urban Development Entity) David Martínez holds a Civil and Structural Engineering degree from the Polytechnic University of Madrid and an Executive MBA from IESE business school. Furthermore, he is a lecturer on the IE Master’s Programme in Real Estate Development and a member of the Spanish Council of the Urban Land Institute (ULI).
Jeff Oscodar
Jeff Oscodar
CEOHaystack Ventures
USA
Jeff has spent over 25 years creating successful new ventures in multiple industries. He has been a founder, executive, investor, advisor, and attorney advising real estate clients, served as a public company CEO, a private company founder (InfoGear sold to Cisco for $301M) and led numerous tech-sector acquisitions and financings totaling approximately $500M. In 2015, Jeff launched Haystack to focus on distressed residential real estate in Spain. (Ask him about jumping from tech in California to real state in Spain). Haystack has now purchased 16 portfolios of distressed residential properties with a combined market value of 50 million euros. Jeff received his BA cum laude from UC Berkeley, his JD degree from NYU and his MBA from USC.
Sergio Galvez
Sergio Galvez
Chief Executive Officer & Board MemberAQ Acentor
Spain
Has been CEO and member of the board of directors of AQ Acentor since 2022 when he assumed leadership of the company. Prior, he served for six years as Managing Director of Strategy, Investment and Alternative Developments at AEDAS Homes. Previously, he was responsible for real estate investment for private equity firms in Spain, led the national and international expansion of Hansa Urbana and was a member of the strategic real estate and financial consulting team at Arthur Andersen (Deloitte).
Álvaro García de Castro
Álvaro García de Castro
CEOOkuant
Spain
Álvaro García de Castro is a founding partner and CEO of Okuant. Okuant specialises in the management of opportunistic residential portfolios for investors, by identifying, re-structuring and commercialising real estate assets and in the process achieve above average yields for investors. Recently Alvaro’s focus is on strengthening Okuant’s relationship with ​​investors (current and potential). He is also responsible for the Compliance program within the company. Álvaro has dedicated most of his career to the Real Estate market, in the areas of commercial and mortgage. He was also one of the main providers in the restructuring process for the General Electric Money Bank’s debt portfolio.
Leticia Fusi
Leticia Fusi
Managing DirectorCastlelake
United Kingdom
Ms. Fusi joined Castlelake in 2014 and is part of the Real Assets team, focused on European real estate investments. Prior to joining Castlelake, Ms. Fusi was a manager on Restructuring &Corporate Finance with KPMG in Madrid, where she worked on real estate corporate transactions and investments, as well as on re-financing and insolvency processes within the real estate sector. Prior to KPMG, Ms. Fusi worked as appraiser and consultant on land and real estate developments for diverse clients, including Altamira and Banco Santander, performing appraisals, due diligence, viability studies and asset management projects. Ms. Fusi received her B.Sc. and M.Arch. from the Universidad Politecnica de Madrid in architecture and urban planning.
A. Iratxe Rodríguez
A. Iratxe Rodríguez
CEOInvestleading
Spain
She is currently Director of Investleading, a management and consulting company specialised in real estate investment and housing market, whose objective is to be a catalyst for change in the real estate sector, driving sustainability and well-being, and aligning investment and ESG. Founder of tuproyectovive.com; a sustainable housing developer that has built the first residential passivhaus building with continuous envelope in the Valencian Community. Member of the board of directors of Umbrella Solar Investment, listed on BME Growth, a leading group in photovoltaic energy, where she contributes her knowledge of strategy, investment and sustainability. Treasurer, member of the Board of GBCe (Green Building Council Spain).
Bruno Sauer
Bruno Sauer
CEOGreen Building Council España (GBCe)
Spain
Javier Mallo de Vargas
Javier Mallo de Vargas
Head of Investor Relations/Corporate Development DirectorAzora
Spain
Javier Joined Azora in 2022. Previously, in his more than 20 years of experience in the Asset Management Industry Javier was Investor Relations Director at Arcano, Country Head for Legg Mason in Spain, Sales Director at Fidelity International and has played different roles at Grupo Santander. Javier holds a business and economics degree by Universidad Complutense of Madrid (CEU San Pablo)
Federico Gaito
Federico Gaito
PartnerTaurus Iberica Asset Management
Spain

Light Industrial & Logistics

Exhausted entry strategies, or rents still justifying money pour?

  • Lenders and Owners - What are the impacts on rents due to the e-commerce slowdown? 
  • Locations - Are the suburban areas the newest hotspots for Logistics hubs? 
  • Financing - Wait and See affecting logistics financing. Or still worth the risk? 
  • Tenant Requirements - Sustainability as the new tangible-price factor? 
  • Tech - Smart Decisions, Automation, and AI to drive performance? 


Moderator
Joan Vidiella
Managing Partner
Spinnia
Victor Gregori
Managing Director Iberia
Roebuck
Juan José Vera Villamayor
Vice President
Valfondo
Félix Llorente Sanz
CEO
Wilcox
Arantxa Prado
Senior Director Capital Markets
Panattoni Europe - Madrid
Diego Carretero Molero
Real Estate Solutions Development Manager Iberia
DHL Supply Chain Spain
Rebecca Schulz
Senior Expert Logistics Real Estate
Zalando SE
Pedro Sas Llusá
Director Gerente
Aragón Plataforma Logística
Joan Vidiella
Joan Vidiella
Managing PartnerSpinnia
Spain
Joan is the Managing Partner of Spinnia, a leading real estate investment manager mainly focussed in Spain, Portugal and México, sourcing, executing and managing opportunities for a broad base of international institutional investors in the industrial/logistics and hospitality sectors, eventually coinvesting in the opportunities. Through his 30-year career of real estate investment and development experience in Europe, the Americas and the Middle East, Joan has been active across various asset classes including industrial, office, mixed use, and residential, totalling a track record of almost €4 Bn of investments. Joan holds a BA (UB, Barcelona), and an MBA-MIM (ESADE, Barcelona).
Victor Gregori
Victor Gregori
Managing Director IberiaRoebuck
United Kingdom
Juan José Vera Villamayor
Juan José Vera Villamayor
Vice PresidentValfondo
Spain
Félix Llorente Sanz
Félix Llorente Sanz
CEOWilcox
Spain
8000 residential units developed; Logistics: 300000 m2 developed, 2.250.000m2 GLA under development; 50000m2 retail high street under management; 28000m2 GLA healthcare/housing for seniors; 120 student housing units recently open. TRAINING: • IESE - Senior Business Management Program • Bachelor of Business Administration and Management. • Technician in Business Administration and Management • Master in Financial Management • High Executive program RE Management and Valuations • High Executive degree grade: Private equity and structured finance • Executive Administration Program. PROFESSIONAL PROFILE: • General Director of Wilcox Group • Vice President of AEDHE • Member of the Board of Directors of CEIM • Member of ULI and ICSC.
Arantxa Prado
Arantxa Prado
Senior Director Capital MarketsPanattoni Europe - Madrid
Spain
Diego Carretero Molero
Diego Carretero Molero
Real Estate Solutions Development Manager IberiaDHL Supply Chain Spain
Spain
Rebecca Schulz
Rebecca Schulz
Senior Expert Logistics Real EstateZalando SE
Germany
Pedro Sas Llusá
Pedro Sas Llusá
Director GerenteAragón Plataforma Logística
Spain
24th April | 17:45 - 18:45

Alternative Lending

Moving forward to special situations or risks to be avoided?

Co-chairs
José Antonio de Pedro CuadradoDistrito Natural Moderator
Jaime CanoAlantra
Enrique ZoueinTyrus Capital
Gregoire MilletStarz Real Estate
Alberto López BalbasAexx Capital
Miguel LainezCale Street Partners
Kaho HaGRC IM
Ulrich KastnerLenwood Capital
https://cms.law/en/int/publication/our-real-estate-capability-at-your-service
Warsaw | Poland
With the largest commercial real estate team in Europe and one of the biggest worldwide, CMS is well positioned to help investors, funders, developers, landlords and occupiers navigate all aspects of the real estate market and maximise their assets. Whatever the size and scope of your project or deal, with almost 800 real estate lawyers in 46 countries we have the resources to meet your needs quickly and efficiently, offering expert advice. We have been active in real estate in our markets for decades, so we understand the culture, the economic context, the local legal context and the history.

Alternative Lending

Moving forward to special situations or risks to be avoided?

  • Demand Changes Reasons behind conservative bank behavior & where can alternative lenders fill gaps in the market?
  • Short-Term Lending Will alternative lenders occupy a larger market share with mezzanine loans?
  • Competition Will refinancing play a bigger role and how will senior loans behave in this?
  • Sustainability – Are you compliant with the EU’s SFDR regulation? 


Moderator
José Antonio de Pedro Cuadrado
Partner
Distrito Natural
Jaime Cano
Partner Private Debt
Alantra
Enrique Zouein
Co-Head Real Estate
Tyrus Capital
Gregoire Millet
Director, Real Estate Investments
Starz Real Estate
Alberto López Balbas
CEO AEXX CAPITAL / FOUNDER URBANIA
Aexx Capital
Miguel Lainez
Managing Director
Cale Street Partners
Kaho Ha
CEO
GRC IM
Ulrich Kastner
Managing Partner
Lenwood Capital
José Antonio de Pedro Cuadrado
José Antonio de Pedro Cuadrado
PartnerDistrito Natural
Spain
Chief Development Officer at Distrito Natural | Partner at Fluxus Ventures With extensive experience in the real estate sector, I specialize in advising investment funds on asset transformation and delivering innovative solutions to real estate portfolios. I have successfully managed multiple co-working and co-living projects, introducing cutting-edge strategies for portfolio enhancement. Currently, my focus is on driving the decarbonization of the industry through timber-structure residential developments, accelerating sustainable practices for a greener future. Education: - MSc in Industrial Engineering, Major in Structural Engineering, Universidad Politécnica de Madrid - Bachelor of Architecture, École Nationale Supérieure d'Architecture Paris Malaquais
Jaime Cano
Jaime Cano
Partner Private DebtAlantra
Spain
Alantra Private Debt manages directly and indirectly c.€1.2bn in AuM focused on the European mid-market with different debt strategies including RE debt, corporate direct lending and special opportunities. Alantra Debt Funds are among the most active in its segment, having closed more than 40 transactions over the last five years in Europe. In RE debt, Alantra Private Debt provides senior (single-digit all-in cost) and/or subordinated financing of all the asset classes (logistic, office, retail, hotel, coliving, other alternative, etc.) including development financing. Jaime Cano is partner in Alantra Private Debt since 2017. Prior to joining Alantra, Jaime was the Head of Real Estate Structured Finance for Iberia in Société Générale CIB.
Enrique Zouein
Enrique Zouein
Co-Head Real EstateTyrus Capital
United Kingdom
Enrique joined Tyrus Capital from Tyndaris. Prior to joining Tyndaris, Enrique worked for Kildare Partners and H.I.G. Capital as part of their distressed principal investments team, having started his career at Houlihan Lokey in their special situations group in Europe. He has extensive knowledge in structuring and executing real estate and corporate transactions across asset classes, jurisdictions and investment products including preferred equity, mezzanine and senior debt, NPLs, secondary loans and direct equity. Enrique holds a BSc in Business Administration from ICADE University in Madrid.
Gregoire Millet
Gregoire Millet
Director, Real Estate InvestmentsStarz Real Estate
United Kingdom
Gregoire is a Director at Starz Real Estate, where he is involved in all aspects of origination, underwriting and execution of real estate credit opportunities across Europe. Prior to joining Starz Gregoire worked for Deutsche Bank’s Credit Solutions Group, focused on illiquid and esoteric credit trades backed by real assets and Bank of America Merrill Lynch RESF team where he focused on underwriting, structuring and execution of senior loans, mezzanine debt, loan-on-loan financings and CMBS, across all real estate classes in Europe. Gregoire started his career as an Analyst at Westmont Hospitality Group involved in all corporate finance aspects. Fluent in French and English, Gregoire holds an MBA from ESSEC Business School.
Alberto López Balbas
Alberto López Balbas
CEO AEXX CAPITAL / FOUNDER URBANIAAexx Capital
Spain
CEO AEXX CAPITAL, a Madrid/London based privately held investment firm specialised in direct lending, asset backed distressed debt and other unique special situations, primarily in western Europe. Alberto is the Co-founder of URBANIA INTERNATIONAL, a real estate private equity firm with over €1 billion under management. Mr. Lopez has been involved in over €2 billion of opportunistic, value add and debt real estate investing in Europe. Mr. Lopez received an International MBA from EM Lyon & EOI and has a Bachelor’s degree of Economics.
Miguel Lainez
Miguel Lainez
Managing DirectorCale Street Partners
United Kingdom
Miguel Lainez is a Principal at Cale Street Partners, a real estate investment and finance firm focused on Western Europe and North America. Since its inception in 2014 Cale Street has raised €3.6 bn from a single sovereign wealth investor and has provided innovative structured debt and/or equity capital solutions to investors, operators and developers in 8 countries across nearly every major real estate asset class. Before joining Cale Street, Miguel was a member of Goldman Sachs EMEA Real Estate and Leisure M&A team.
Kaho Ha
Kaho Ha
CEOGRC IM
Spain
Real Estate investor with broad international experience and local expertise in Spain & Portugal, with specific focus in capital structuring (equity, credit and special situations) across asset classes. Invested >€1 billion equity in RE transactions, and since 2019, focusing in mid-market RE credit, having invest >€200m in Spain RE credit in the past 3-4 years, with a +20% IRR track-record.
Ulrich Kastner
Ulrich Kastner
Managing PartnerLenwood Capital
Germany
25th April | 09:30 - 09:45
David Alonso Fadrique
Head of Research Spain
BNP Paribas Real Estate
David Alonso Fadrique
David Alonso Fadrique
Head of Research SpainBNP Paribas Real Estate
Spain
With an experience of over 14 years in the Real Estate industry, David is currently the Head of Research Spain for BNP Paribas Real Estate. Focusing on the analysis of the evolution of the different segments of the sector.
https://www.realestate.bnpparibas.es
Madrid | Spain

Investment Data Provocateur

High volumes in Spain even with buyer caution in the European Scenario?

With an experience of over 14 years in the Real Estate industry, David is currently the Head of Research Spain for BNP Paribas Real Estate. Focusing on the analysis of the evolution of the different segments of the sector.


  • Market Outlook - What is the current real estate picture in Spain? 
  • Forecast - What to expect in the upcoming months? 
  • How well is Spain positioned in the European Scenario? 


25th April | 09:45 - 10:45

Cross-border Capital

How to keep the shine during Europe's slowdown?

Co-chairs
Gustavo FavaronGRI Club Moderator
Kevin CahillAres Management
David Alonso FadriqueBNP Paribas Real Estate
Philipp BraunfelsJamestown
https://cms.law/en/int/publication/our-real-estate-capability-at-your-service
Warsaw | Poland
With the largest commercial real estate team in Europe and one of the biggest worldwide, CMS is well positioned to help investors, funders, developers, landlords and occupiers navigate all aspects of the real estate market and maximise their assets. Whatever the size and scope of your project or deal, with almost 800 real estate lawyers in 46 countries we have the resources to meet your needs quickly and efficiently, offering expert advice. We have been active in real estate in our markets for decades, so we understand the culture, the economic context, the local legal context and the history.

Cross-border Capital

How to keep the shine during Europe's slowdown?

  • The Cycle - Allocating capital in Spain on the current inflationary scenario? 
  • Institutional Appetite - How does Spain position itself as an investment destination in Europe? 
  • Deal Flow - Where is the capital coming from and to which products?


Moderator
Gustavo Favaron
Gustavo Favaron
CEO & Managing Partner
GRI Club
Kevin Cahill
Partner, Head of European Investments
Ares Management
David Alonso Fadrique
Head of Research Spain
BNP Paribas Real Estate
Philipp Braunfels
Managing Director
Jamestown
Gustavo Favaron
Gustavo Favaron
Gustavo Favaron
CEO & Managing Partner
GRI Club
+44 2071215074
Kevin Cahill
Kevin Cahill
Partner, Head of European InvestmentsAres Management
United Kingdom
Mr. Cahill is a Partner and Head of European Investments in Ares Real Estate, where he focuses on European real estate equity. He also serves as a member of the Ares Real Estate Global Investment Committee. Prior to joining Ares in 2013, he was a Director at AREA Property Partners. Previously, Mr. Cahill was an Associate at Citigroup Capital Markets. Mr. Cahill holds a B.A. from the University of Western Ontario (Canada) in Business.
David Alonso Fadrique
David Alonso Fadrique
Head of Research SpainBNP Paribas Real Estate
Spain
With an experience of over 14 years in the Real Estate industry, David is currently the Head of Research Spain for BNP Paribas Real Estate. Focusing on the analysis of the evolution of the different segments of the sector.
Philipp Braunfels
Philipp Braunfels
Managing DirectorJamestown
Germany
25th April | 11:15 - 12:15

Hospitality

Greater liquidity and buying pressure, focus on core assets or value-add strategy? 

Co-chairs
Cristina García-PeriAzora Moderator
Jesús Abellán GómezArum Group
Manuel ClimentMarriott International
Carlos MiroHilton Worldwide
David IrisoAll Iron Group
Miguel Casas AlbandorSTONEWEG
Dimitri ChandoginNUMA Group
Alana KarmeinskyStepStone Group
Cristian SuárezCastlelake
Alejandro SansCanary Invest Asset Management
Ricardo FernandezLimehome

Senior Living & Health Care

Strong demand fundamentals matching the weight of money entering?  

Co-chairs
Jeffrey Sújar BlancoUrbania International Moderator
Gregg GilbertPineBridge Benson Elliot
Javier Mallo de VargasAzora
José Ignacio Tramuns PladellorensBanco Sabadell
Vitor Freitas DuarteSonae Sierra

Shopping & Retail

Hybrid retail rallying investors or still a long road to find confidence?

Co-chairs
Alfonso BrunetCastellana Properties Moderator
Dilip KhullarEstabona Management
Duarte FerreiraGreenVolt
Fernando FerreiraDILS
Pelayo Moreno GonzalezKennedy Wilson
Lola BañónCarrefour Property Spain
https://cms.law/en/int/publication/our-real-estate-capability-at-your-service
Warsaw | Poland
With the largest commercial real estate team in Europe and one of the biggest worldwide, CMS is well positioned to help investors, funders, developers, landlords and occupiers navigate all aspects of the real estate market and maximise their assets. Whatever the size and scope of your project or deal, with almost 800 real estate lawyers in 46 countries we have the resources to meet your needs quickly and efficiently, offering expert advice. We have been active in real estate in our markets for decades, so we understand the culture, the economic context, the local legal context and the history.

Hospitality

Greater liquidity and buying pressure, focus on core assets or value-add strategy? 

  • Investment Appetite - Which assets & locations are attracting investors?
  • Liquidity - Highest liquidity levels, can we forecast a pushback? 
  • Sustainable Strategies - What are the strategies for current assets, ongoing deals and pipeline opportunities?
  • Hotel Transaction Strategies - Develop, rebrand, wait or buy?
  • Repurposing Assets - How are hospitality assets approaching the residential segment? 


Moderator
Cristina García-Peri
Senior Partner Head of Strategy and Business Development
Azora
Jesús Abellán Gómez
CEO
Arum Group
Manuel Climent
Director of Development - Spain & Portugal
Marriott International
Carlos Miro
Managing Director Development Spain & Portugal
Hilton Worldwide
David Iriso
Co-General Manager & CIO
All Iron Group
Miguel Casas Albandor
Managing Director Hospitality
STONEWEG
Dimitri Chandogin
Co-founder/ President
NUMA Group
Alana Karmeinsky
Vice President
StepStone Group
Cristian Suárez
Director
Castlelake
Alejandro Sans
Managing Director
Canary Invest Asset Management
Ricardo Fernandez
Managing Director
Limehome
Cristina García-Peri
Cristina García-Peri
Senior Partner Head of Strategy and Business DevelopmentAzora
Spain
Cristina García-Peri is Senior Partner and Head of Strategy and Corporate Development for the Azora Group. Prior to joining Azora in 2011, she worked for 16 years in the investment- banking sector at both Merrill Lynch (2 years) and JP Morgan (14 years), where she held various positions across M&A and Equity Capital Markets, and for 10 year, she was Managing Director responsible for Corporate Equity Derivatives for EMEA as well as Equity Capital Markets for Spain and Portugal. Cristina holds a bachelor degree in Economics from ICADE (Spain) and an MBA from Harvard Business School (USA). Cristina is Board Member at Bankinter, a Spanish IBEX 35 banking institution, where she Chairs the Nominations and Sustainability Committee.
Jesús Abellán Gómez
Jesús Abellán Gómez
CEOArum Group
Spain
Jesús Abellán holds a degree and MBA from ESADE (Barcelona). He also completed the FMP at Stanford University. He began his career on the treasury desk of Banc de Sabadell. Subsequently he spent five years as CFO of Cilsa, a subsidiary of Port de Barcelona, before becoming Head of Corporate Finance at Medgroup, a RE investment and management company backed by Soros REI. He spent 12 years at Medgroup in different roles, ultimately becoming CEO. In 2009 he founded Impulse, specialized in managing real estate assets in different European countries. In 2017 he was appointed CEO of ArumGroup, company specialised in Development of Resorts and Luxury Real Estate. In 2021 founded Lorum, company that has developed a real estate management software.
Manuel Climent
Manuel Climent
Director of Development - Spain & PortugalMarriott International
Spain
Marriott International has appointed Manuel Climent Rosillo as Director of Development for Spain and Portugal to develop the different brands of the company. Mr. Climent most recently served as Global Development Director at Palladium Hotel Group, where he was responsible for leading PHG´s development efforts for all brands across EMEA, USA and the Caribbean region. Previously Head of Transactions at JLL Spain & Portugal where he executed transactions in exceeds of €1.1Bn, worked as well as Expansion Manager at Hotusa Hotels Group across the CEE region. Mr. Climent began his professional career as financial product consultant and hedge fund analyst, after studying Business Administration in Madrid and Dublin.
Carlos Miro
Carlos Miro
Managing Director Development Spain & PortugalHilton Worldwide
United Kingdom
David Iriso
David Iriso
Co-General Manager & CIOAll Iron Group
Spain
Miguel Casas Albandor
Miguel Casas Albandor
Managing Director HospitalitySTONEWEG
Spain
Dimitri Chandogin
Dimitri Chandogin
Co-founder/ PresidentNUMA Group
Germany
Dimitri Chandogin is a co-founder of Numa Group, the leading European digital hotel operator and technology developer. The company provides disruptive design hotels and serviced apartments for modern travelers. A trusted partner for investors, owners, and developers, NUMA uses proprietary technology-based operating solutions that largely automate operations and increase cost efficiencies and revenues. NUMA successfully operates over 3,500 units in European A-cities, including Berlin, Munich, Rome, Milan, Madrid, Barcelona, Lisbon, Oslo, and Vienna. numastays.com
Alana Karmeinsky
Alana Karmeinsky
Vice PresidentStepStone Group
United Kingdom
Cristian Suárez
Cristian Suárez
DirectorCastlelake
United Kingdom
Alejandro Sans
Alejandro Sans
Managing DirectorCanary Invest Asset Management
Spain
Dual Spanish/US Citizenship 25 years of international experience in London, US, and Spain in Real Estate Investment advisory in Luxury Touristic Markets. US, Caribbean and Spain (Canary Islands). Alex has been director of the US Developing Agency of the Canary Islands for and then moved to direct TINSA in Florida the US and Latam. Specialties: Hotel Valuations, Acquisitions and Development Feasibility Analysis for Residential development. Owns Canary Invest Asset managements managing all Petter Olsen companies in the Canaries and has worked projects like Villacortes, Abama, and Las Madrigueras in Canary Islands. Master in Real Estate by FIU, Cornel Alumni, Instituto de Empresa Hotel Investing and MS of technology management by UT Texas.
Ricardo Fernandez
Ricardo Fernandez
Managing DirectorLimehome
Germany
https://www.globaltalent.com.br/
Brazil
Com mais de 20 anos de experiência, somos uma consultoria especializada em potencializar os resultados das empresas dos mercados imobiliário e de infraestrutura. Atuamos com soluções 360º nas áreas de gestão de pessoas e de estruturação de processos organizacionais.

Senior Living & Health Care

Strong demand fundamentals matching the weight of money entering?  

  • An Aging Population - Can the market keep up with new projects?
  • Inflation & Rising Utility Costs - Will affordability become the most important factor for tenants?
  • Missing Products - New developments and repurposing of urban assets as a solution? 
  • Senior Residences, Assisted Living & Co - Which products work in which regions?


Moderator
Jeffrey Sújar Blanco
Managing Partner, Alternative Investments
Urbania International
Gregg Gilbert
Managing Director & Head of Iberia
PineBridge Benson Elliot
Javier Mallo de Vargas
Head of Investor Relations/Corporate Development Director
Azora
José Ignacio Tramuns Pladellorens
Head of CRE & Hotel Finance EMEA
Banco Sabadell
Vitor Freitas Duarte
New Investment Vehicles, Director
Sonae Sierra
Jeffrey Sújar Blanco
Jeffrey Sújar Blanco
Managing Partner, Alternative InvestmentsUrbania International
Spain
Jeffrey holds a Degree in Civil and Structural Engineering and more than 20 years’ experience in Management and Business Development in the Real Estate area. In 2018 he joined Urbania International as CEO of Syllâbus, Urbania subsidary, leading the company’s operations as well as strategy, investment advisory and structuring. Syllâbus is a Property Development Company specialised in the delivery of prime Student Accommodation. Nowadays, he is also Proffesor at IE School of Architecture and Design. Prior to Syllâbus, Jeffrey held a position as Vice-President and Managing Director at Hill International and he was Development Director of Shopping Centre Specialist at Sonae Sierra.
Gregg Gilbert
Gregg Gilbert
Managing Director & Head of IberiaPineBridge Benson Elliot
United Kingdom
Javier Mallo de Vargas
Javier Mallo de Vargas
Head of Investor Relations/Corporate Development DirectorAzora
Spain
Javier Joined Azora in 2022. Previously, in his more than 20 years of experience in the Asset Management Industry Javier was Investor Relations Director at Arcano, Country Head for Legg Mason in Spain, Sales Director at Fidelity International and has played different roles at Grupo Santander. Javier holds a business and economics degree by Universidad Complutense of Madrid (CEU San Pablo)
José Ignacio Tramuns Pladellorens
José Ignacio Tramuns Pladellorens
Head of CRE & Hotel Finance EMEABanco Sabadell
Spain
José-Ignacio Tramuns is the Head of CRE Finance EMEA at Banco Sabadell. He joined Banco Sabadell in 2006 as a member of the Structured Real Estate Finance team, and afterwards was the CIO-Real Estate in BanSanbadell Inversión, with more than €1 billion under management. Prior to joining Banco Sabadell, he gained experience in Real Estate and Private Banking in firms such as Aguirre Newman and Morgan Stanley. He graduated in Economics with an MBA from ESADE Business School.
Vitor Freitas Duarte
Vitor Freitas Duarte
New Investment Vehicles, DirectorSonae Sierra
Spain
Vitor Freitas Duarte joined Sonae in 1997 and held various positions ranging from Investor Relations at Sonae SGPS to Project Manager at Sonae UK. In 2004 he joined Sonae Sierra as a Finance Manager and, three years later, he assumed responsibilities as Senior Manager for New Projects and Acquisitions in Europe. In 2010, he was also appointed Corporate Controller with responsibilities for information systems and European back offices. In 2017 Vitor moved to the Madrid office with responsibilities for the investment and management of ORES Socimi and developing new investment vehicles. Academic achievements: Degree in Management, Oporto University; MBA, ESADE Business School/NYU Stern.

Shopping & Retail

Hybrid retail rallying investors or still a long road to find confidence?


  • Investors Sentiment - Proved sector’s recovers, why are investors still unconfident?
  • Values and Pricing - Have we seen rock bottom yet? 
  • Buy, Sell, or Diversify? - How to gain value out of retail assets?
  • ‘Unified Retail’ – Seamless on-off shopping experience? 
  • Innovating Retail - What are the new trends? Where to make a difference as Landlord?
  • ESG - Social aspects are beyond the facility of online shopping and technology? 


Moderator
Alfonso Brunet
CEO
Castellana Properties
Dilip Khullar
Managing Director
Estabona Management
Duarte Ferreira
Global Decentralized Energy Director
GreenVolt
Fernando Ferreira
Partner
DILS
Pelayo Moreno Gonzalez
Asset Management Director
Kennedy Wilson
Lola Bañón
Country Managing Director
Carrefour Property Spain
Alfonso Brunet
Alfonso Brunet
CEOCastellana Properties
Spain
Real Estate expert with more than 20 years of experience in the industry, from retail and offices to industrial & logistics. Alfonso Brunet holds a Bachelor in Business Administration with Concentration in Finance from Boston University. He has dedicated his last 14 years in the retail Real Estate industry heading different projects, at CB Richard Ellis (CBRE) he assumed the position of responsible for logistics and industrial assets and in Pradera, a Private Equity Retail Fund he held the position of Country Head. Alfonso is since 2017, CEO of Castellana Properties REIT.
Dilip Khullar
Dilip Khullar
Managing DirectorEstabona Management
Spain
Dilip is Estabona Management’s Managing Director and has worked in Spain in the shopping centre sector for 25 years. Before establishing Estabona, Dilip held management positions in the American developer Hines where he was responsible for the development of Diagonal Mar shopping center in Barcelona and was previously Managing Director of the Canadian investment and development company TrizecHahn in Spain. Dilip currently maintains an investment company with Cadena, a U.K. based investment management company. Dilip holds undergraduate and post graduate degrees in Economics as well as an Advanced Certificate in Management and Technology Innovation from the MIT Sloan School of Business.
Duarte Ferreira
Duarte Ferreira
Global Decentralized Energy DirectorGreenVolt
Portugal
Duarte Ferreira leads the Global Decentralized Energy Generation Business Unit @ Greenvolt – Renewable Energy, Inc by incorporating a series of European Companies where he sits as Board Member. The Decentralized Energy Generation Business Unit (Solar + Electric Mobility + Energy Storage) is the top transformational project within Greenvolt in line with the REPower EU strategy and that touches all business verticals to turn our buildings in net-zero real estate assets. Duarte has an extensive national and international experience in challenging corporate leadership roles in B2B and B2C sectors as electric mobility, renewable energy, environment or FMCG.
Fernando Ferreira
Fernando Ferreira
PartnerDILS
Portugal
Pelayo Moreno Gonzalez
Pelayo Moreno Gonzalez
Asset Management DirectorKennedy Wilson
Spain
Lola Bañón
Lola Bañón
Country Managing DirectorCarrefour Property Spain
Spain
25th April | 12:45 - 13:45

Student Housing & Co-living

Real money coming in or right products just out of reach?

Co-chairs
Enrique OlieteNode Moderator
José Antonio de Pedro CuadradoDistrito Natural
Jeffrey Sújar BlancoUrbania International
Ignacio Pareja SierraMomentum Reim
Fernando RodriguezVita Group
Pedro BarcelóPatron Capital
Olaf RigolaCA Ventures

Offices Vs. Workspaces

Still investor’s bedrock or will the market shift confidence to new assets?

Co-chairs
Howard PierceUrban Input Moderator
Edmund EgginsArdian
Ignacio Sagüés GuibertStarwood Capital Group
Carlos Díaz GridillaMapfre Inmuebles
Alejandro NeyraSienna Real Estate
Pedro Hernández CabezasConren Tramway
Gustavo Martinez ZamoraBeka Finance
Marco Möller MerineroSonae Sierra

Last Mile Logistics

Supply shortage keeping up with the e-commerce rise or asset prices too high?

Co-chairs
Rima Yousfan MorenoAuxadi Moderator
Charles PeaseGXO Logistics - UK
Pilar ValenciaLogicor Spain
Amos ChiaCrossbay
Duarte FerreiraGreenVolt
Jason SharmanChancerygate
https://cms.law/en/int/publication/our-real-estate-capability-at-your-service
Warsaw | Poland
With the largest commercial real estate team in Europe and one of the biggest worldwide, CMS is well positioned to help investors, funders, developers, landlords and occupiers navigate all aspects of the real estate market and maximise their assets. Whatever the size and scope of your project or deal, with almost 800 real estate lawyers in 46 countries we have the resources to meet your needs quickly and efficiently, offering expert advice. We have been active in real estate in our markets for decades, so we understand the culture, the economic context, the local legal context and the history.

Student Housing & Co-living

Real money coming in or right products just out of reach?

  • Leasing Models - Can greater flexibility innovate the product offering?
  • Escalating Utility & Construction Costs - Finding yields despite exploding costs?
  • Demand & Supply Imbalance - Is now the time to scale up?
  • Urban Location Opportunities - Neighbourhood assisted living to diversify portfolios & bridge the supply gap?
  • ESG - Which tendencies are growing up in the segments? 


Moderator
Enrique Oliete
Head of Investments & Asset Management Director, Iberia
Node
José Antonio de Pedro Cuadrado
Partner
Distrito Natural
Jeffrey Sújar Blanco
Managing Partner, Alternative Investments
Urbania International
Ignacio Pareja Sierra
CEO
Momentum Reim
Fernando Rodriguez
Expansion Director, Iberia
Vita Group
Pedro Barceló
Senior Partner
Patron Capital
Olaf Rigola
Senior RE Development Manager
CA Ventures
Enrique Oliete
Enrique Oliete
Head of Investments & Asset Management Director, IberiaNode
Spain
José Antonio de Pedro Cuadrado
José Antonio de Pedro Cuadrado
PartnerDistrito Natural
Spain
Chief Development Officer at Distrito Natural | Partner at Fluxus Ventures With extensive experience in the real estate sector, I specialize in advising investment funds on asset transformation and delivering innovative solutions to real estate portfolios. I have successfully managed multiple co-working and co-living projects, introducing cutting-edge strategies for portfolio enhancement. Currently, my focus is on driving the decarbonization of the industry through timber-structure residential developments, accelerating sustainable practices for a greener future. Education: - MSc in Industrial Engineering, Major in Structural Engineering, Universidad Politécnica de Madrid - Bachelor of Architecture, École Nationale Supérieure d'Architecture Paris Malaquais
Jeffrey Sújar Blanco
Jeffrey Sújar Blanco
Managing Partner, Alternative InvestmentsUrbania International
Spain
Jeffrey holds a Degree in Civil and Structural Engineering and more than 20 years’ experience in Management and Business Development in the Real Estate area. In 2018 he joined Urbania International as CEO of Syllâbus, Urbania subsidary, leading the company’s operations as well as strategy, investment advisory and structuring. Syllâbus is a Property Development Company specialised in the delivery of prime Student Accommodation. Nowadays, he is also Proffesor at IE School of Architecture and Design. Prior to Syllâbus, Jeffrey held a position as Vice-President and Managing Director at Hill International and he was Development Director of Shopping Centre Specialist at Sonae Sierra.
Ignacio Pareja Sierra
Ignacio Pareja Sierra
CEOMomentum Reim
Spain
Ignacio is a founding partner of Momentum REIM and responsible for business development since 2008. He studied Law at ICADE and Business Administration at UNED and has a Master in SME Management from EOI and a Master in Real Estate Management from ICADE. From 2004 to 2012 he has been a Postgraduate Professor at ICADE. In 2000 he began his professional career in the RE consultancy division of Arthur Andersen, and after years of experience in the sector he held the position of CEO in Grupo Gesfesa and Deputy Managing Director in Grupo Vemusa, RE companies focused on residential and tertiary development business. MOMENTUM was born in 2008 with the conviction that the change of cycle would generate good opportunities for the RE business.
Fernando Rodriguez
Fernando Rodriguez
Expansion Director, IberiaVita Group
Spain
Pedro Barceló
Pedro Barceló
Senior PartnerPatron Capital
Spain
Mr. Barcelo manages Patron’s office in Barcelona and has responsibility for the origination, due diligence, execution, structuring, financing and asset management of investments in Spain, where he has undertaken investments above 500m over different real estate asset classes over the past 13 years. Mr. Barcelo formally joined Patron in 2004, after working as loan originator at Hypo Real Estate Bank International, where he spent three years focusing on project & corporate loan origination, initially in London and subsequently in Madrid. Previously, Mr. Barcelo worked for a year at Enron in the investment department in London and also worked for two years at Hines in the development of the Diagonal Mar mixed used project in Barcelona.
Olaf Rigola
Olaf Rigola
Senior RE Development ManagerCA Ventures
Spain
Olaf leads the RE development across Spain and is based in Barcelona. He has extensive experience in evaluation and acquisition of real estate opportunities, as well as in project and construction management on both Residential and Student housing. Olaf earned a Engineering degree from the UPC and an MBA from laSalle University.
https://www.globaltalent.com.br/
Brazil
Com mais de 20 anos de experiência, somos uma consultoria especializada em potencializar os resultados das empresas dos mercados imobiliário e de infraestrutura. Atuamos com soluções 360º nas áreas de gestão de pessoas e de estruturação de processos organizacionais.

Offices Vs. Workspaces

Still investor’s bedrock or will the market shift confidence to new assets?

  • Redefining Core - Which assets are truly sustainable?
  • Are we seeing real growth or a recalibration of Grade A?
  • Innovation - Services, flex, hybrid working, "hotelization", are landlords ready for a change in demand?
  • Grade B and C Locations - What is to be done to hold on to value?
  • ESG - Tangible factor to defining future prices? 


Moderator
Howard Pierce
Managing Partner
Urban Input
Edmund Eggins
Managing Director
Ardian
Ignacio Sagüés Guibert
Country Head - Iberia
Starwood Capital Group
Carlos Díaz Gridilla
Director de inversiones inmobiliarias e infraestructuras
Mapfre Inmuebles
Alejandro Neyra
Head of Acquisitions
Sienna Real Estate
Pedro Hernández Cabezas
Investment Director
Conren Tramway
Gustavo Martinez Zamora
Partner, Director
Beka Finance
Marco Möller Merinero
Investment Management Director
Sonae Sierra
Howard Pierce
Howard Pierce
Managing PartnerUrban Input
Spain
Howard has been working in the real estate sector since 1993 first in the London market and since 1998 in Spain. His UK experience was in the valuation, investment and agency areas of business. He is a founding partner of Urban Input (2004) and has been involved on both the investor relations and transaction sides of the business. Howard has a BSc (Hons) in Land Management from Reading University and is on the RICS Continental European Educational Standards Board.
Edmund Eggins
Edmund Eggins
Managing DirectorArdian
Spain
Edmund Eggins joined Ardian Real Estate in 2019 with ten years of real estate experience. Prior to joining Ardian, Edmund was a Director at Inmobiliaria Colonial. Prior to that, he was a Director at Axiare Patrimonio. He started his career working at Savills where he spent five years in the Capital Markets team.
Ignacio Sagüés Guibert
Ignacio Sagüés Guibert
Country Head - IberiaStarwood Capital Group
Spain
Ignacio Sagüés Guibert is responsible for Starwood Capital Group's Iberia office and has been since February 2020. Ignacio has 18 years of real estate experience. Previously, Mr. Sagüés was in charge of the sales and lettings at Axa Real Estate Investment Managers, with a total of $3 billion of assets under management. During his six years at Axa, Mr. Sagüés was in charge of both the commercial asset strategy team and the sales processes across Iberia. Prior to his time at Axa, Ignacio spent eight years at Cushman & Wakefield occupying different senior positions and completing relevant transactions across Iberia.
Carlos Díaz Gridilla
Carlos Díaz Gridilla
Director de inversiones inmobiliarias e infraestructurasMapfre Inmuebles
Spain
Alejandro Neyra
Alejandro Neyra
Head of AcquisitionsSienna Real Estate
Spain
Pedro Hernández Cabezas
Pedro Hernández Cabezas
Investment DirectorConren Tramway
Spain
Gustavo Martinez Zamora
Gustavo Martinez Zamora
Partner, DirectorBeka Finance
Spain
Gustavo joined DeA Capital Iberia in 2023 as a Director supporting the investment strategy. Prior to joining DeA Capital, Gustavo was heading investment activities at Patrizia Iberia. He has more than 16 years of experience in real estate investments, advisory and asset management working for the main real estate advisory firms, investment managers and German Funds. Gustavo graduated in Law from the University Complutense of Madrid, Master in Stock Exchange and Financial Markets (IEB) and MSc in Real Estate from the College of Estate Management (Reading University). Gustavo is member of the Royal Institution of Chartered Surveyors (RICS).
Marco Möller Merinero
Marco Möller Merinero
Investment Management DirectorSonae Sierra
Spain

Last Mile Logistics

Supply shortage keeping up with the e-commerce rise or asset prices too high?

  • Urban Appetite - How are the cities shaping the locations for Last Mile? 
  • Expectation vs Reality - Real money being invested to keep up with current demand? 
  • Online Channel - Have we reached the peak? 


Moderator
Rima Yousfan Moreno
SVP Real Estate Funds
Auxadi
Charles Pease
Head of Real Estate Europe
GXO Logistics - UK
Pilar Valencia
Country Manager- Spain
Logicor Spain
Amos Chia
Managing Director, Head of Acquisitions
Crossbay
Duarte Ferreira
Global Decentralized Energy Director
GreenVolt
Jason Sharman
European Director
Chancerygate
Rima Yousfan Moreno
Rima Yousfan Moreno
SVP Real Estate FundsAuxadi
Spain
Rima joined Auxadi in 2009, and is Senior VP, Head of Funds and a member of the Board of Directors. Before joining Auxadi, Rima worked at Discovery Communications’ UK regional office, managing the European Internal Audit Team, and was soon promoted to Director of Consolidation and Reporting in the firm’s London office. Prior to this, she worked in Public Practice in a Big Four firm. Rima holds an Economics degree from UB (2001), achieved certification as an account auditor from ICAC (2006) and an Executive MBA from CEF in 2008. She undertook postgraduate studies in Tax at IE Business School in 2010, followed by Harvard Business School’s LPSF (2010) and PLD in 2019/20.
Charles Pease
Charles Pease
Head of Real Estate EuropeGXO Logistics - UK
France
Charles is a chartered surveyor who has been working in the industrial, logistics and technology sectors of commercial real estate for the last 28 years across Europe, Middle East and Africa. He has worked for several international companies including Deluxe Entertainment, SEGRO, General Electric and Walt Disney and for the last 18 months has been with XPO Logistics where he heads up Real Estate for Europe. Leading a team of ten people he manages over 4.5 million square metres of logistics and transport space in 15 countries.
Pilar Valencia
Pilar Valencia
Country Manager- SpainLogicor Spain
Spain
Amos Chia
Amos Chia
Managing Director, Head of AcquisitionsCrossbay
United Kingdom
Duarte Ferreira
Duarte Ferreira
Global Decentralized Energy DirectorGreenVolt
Portugal
Duarte Ferreira leads the Global Decentralized Energy Generation Business Unit @ Greenvolt – Renewable Energy, Inc by incorporating a series of European Companies where he sits as Board Member. The Decentralized Energy Generation Business Unit (Solar + Electric Mobility + Energy Storage) is the top transformational project within Greenvolt in line with the REPower EU strategy and that touches all business verticals to turn our buildings in net-zero real estate assets. Duarte has an extensive national and international experience in challenging corporate leadership roles in B2B and B2C sectors as electric mobility, renewable energy, environment or FMCG.
Jason Sharman
Jason Sharman
European DirectorChancerygate
United Kingdom
25th April | 15:00 - 16:00

BTR

Core vs Opportunistic profiles, where’s the sweet spot?

Co-chairs
Juan AcostaRockfield Moderator
Alvaro UrbonAres Management - Spain
Esteve AlmirallNode
José Manuel LoriteDeA Capital Real Estate Iberia
Daniel MazinDazia Capital
Carlos ZucchiARGIS
Eduardo GuardiolaCatella Asset Management Iberia
Mario ChisholmUrban Input
Carmine TobielloNUMA Group
Amroy LalLaSalle Investment Management

Bank Financing

Conservative approaches with inflation or finding a new financial lifeline with current prices?

Co-chairs
José Ignacio Tramuns PladellorensBanco Sabadell Moderator
Alicia Alvarezpbb Deutsche Pfandbriefbank
Nicole JürgensenMünchener Hypothekenbank
Juan Castaño BeldaNatixis
Manuel Gil CaballeroHelaba
Susana CondeBanco Sabadell

American Investors in Madrid

The new Miami? 

Co-chairs
Diego FernándezActivum SG UK Advisors Limited Moderator
Philipp BraunfelsJamestown
Sebastian RicaurteBanco Pichincha
José CravoNeinor Homes
Pablo GonzalezBTG Pactual - Spain
Maria Angelica ZegersBTG Pactual
Jeff OscodarHaystack Ventures
https://cms.law/en/int/publication/our-real-estate-capability-at-your-service
Warsaw | Poland
With the largest commercial real estate team in Europe and one of the biggest worldwide, CMS is well positioned to help investors, funders, developers, landlords and occupiers navigate all aspects of the real estate market and maximise their assets. Whatever the size and scope of your project or deal, with almost 800 real estate lawyers in 46 countries we have the resources to meet your needs quickly and efficiently, offering expert advice. We have been active in real estate in our markets for decades, so we understand the culture, the economic context, the local legal context and the history.

BTR

Core vs Opportunistic profiles, where’s the sweet spot?

  • How will BTR assets have to adapt to structural, cyclical & demand changes?
  • Liquidity – What to expect in terms of asset liquidity and future buyers? Which products? 
  • Financing – Current obstacles for alternative and traditional lenders? 
  • Development Framework – Challenges for developments at the local and regional levels?


Moderator
Juan Acosta
Managing Director/ Head of Spain
Rockfield
Alvaro Urbon
Vice President
Ares Management - Spain
Esteve Almirall
Co-Founder, Managing Director
Node
José Manuel Lorite
Managing Director- Residential & Development
DeA Capital Real Estate Iberia
Daniel Mazin
CEO
Dazia Capital
Carlos Zucchi
Partner and Chief Executive Officer
ARGIS
Eduardo Guardiola
CEO & Partner
Catella Asset Management Iberia
Mario Chisholm
Partner
Urban Input
Carmine Tobiello
Director of Iberia
NUMA Group
Amroy Lal
Vice President
LaSalle Investment Management
Juan Acosta
Juan Acosta
Managing Director/ Head of SpainRockfield
Spain
Prior to joining Greystar, Mr. Acosta worked within CBRE’s Global Investment Partners (“CBRE GIP") as well at ING Real Estate, where he was responsible for sourcing, acquisitions and portfolio management across Continental Europe. Since joining CBRE GIP in 2011, Juan has been responsible for the acquisition and management of over €2.5bn of assets including €1.5bn of residential and student housing opportunities throughout Continental Europe. Juan started his career in 2003 at PwC Argentina in the advisory practice before joining ING Group in 2007. Juan received his MSc in International Finance at Amsterdam University.
Alvaro Urbon
Alvaro Urbon
Vice PresidentAres Management - Spain
United Kingdom
Mr. Urbon is a Vice President in the Ares Real Estate Group, where he focuses on European real estate equity. Prior to joining Ares in 2021, Mr. Urbon was an Investment Executive at Avalon Properties, where he focused on the execution of real estate transactions in Spain. Previously, Mr. Urbon was an Associate at Inmobiliaria Espacio. In addition, he was an Analyst on the Investment Banking team at Morgan Stanley. Mr. Urbon holds an M.A. in Economics as well as an M.A. in Law from Universidad de Navarra.
Esteve Almirall
Esteve Almirall
Co-Founder, Managing DirectorNode
Spain
Esteve leads all Node Iberian efforts, which are organized across three departments: development, operations and capital markets. He has extensive experience in coliving, multifamily and vacation rentals and previously worked at Starcity, Airbnb and VTS. Esteve has a degree in Finance from New York University.
José Manuel Lorite
José Manuel Lorite
Managing Director- Residential & DevelopmentDeA Capital Real Estate Iberia
Spain
Real Estate professional, with more than 20 years of experience across the full Real Estate value chain, including the acquisition and sales process, project design and planning, works execution and cost management, currently leading all the developments projects at DeA Capital Real Estate Iberia, and having managed the 3 most important units at Acciona Inmobiliaria in terms of AuM, revenues and profit. Development and asset management experience throughout the different Real Estate cycles and asset classes (land, residential, industrial, logistics and student housing). Long track-record in partnering with International Real Estate Funds in Asset Management, managing several assets on their behalf from acquisition to sale, analysis of sev
Daniel Mazin
Daniel Mazin
CEODazia Capital
Spain
30 years of experience, Daniel co-founded Dazia Capital Real Estate in 2013 and as CEO he is responsible for managing the company’s operations as well as strategy, new business generation, investment advisory and structuring. Prior to Dazia, from 1985 to 2000, Daniel held a position in energy Investment and Trading at Glencore AG and from 2000 to 2014 Daniel led the Real Estate and Renewable Energy Area in his family office. Daniel holds B.Sc. Economics from London School of Economics.
Carlos Zucchi
Carlos Zucchi
Partner and Chief Executive OfficerARGIS
Spain
Eduardo Guardiola
Eduardo Guardiola
CEO & PartnerCatella Asset Management Iberia
Spain
Mario Chisholm
Mario Chisholm
PartnerUrban Input
Spain
Mario invested in Urban Input Asset Management in 2014 having previously worked with them as a local operating partner and asset manager when he was investing in Spain. Since starting his career, Mario invested in over €3bn of real estate transactions via equity or debt across Europe and across multiple asset classes, having worked at Goldman Sachs, Citigroup, Och-Ziff and Benson Elliot. Mario holds a MSc in Economics and Econometrics from the University of Manchester and speaks 5 languages. Mario sits on the board of listed retail REIT Tander Inversiones and UNIQ Residential as well as a number of PropTech ventures. Until the sale to AXA, Mario sat on the board of NYSE-listed REIT, Northstar Realty Europe.
Carmine Tobiello
Carmine Tobiello
Director of IberiaNUMA Group
Spain
I worked for 3 and half years at Arcano Investment Banking for the Real Estate department and participated in the Solvia selling transaction, I then worked at Stoneweg on the Acquisition team for a year for the hospitality and BTR vehicles and finally I joined Numa as the lead for their Iberian spv
Amroy Lal
Amroy Lal
Vice PresidentLaSalle Investment Management
United Kingdom
Amroy is Vice President in the Value-Add Investments team at LaSalle, focusing on sourcing and executing value-add real estate transactions throughout Continental Europe and the UK across all sectors. He is a Chartered Surveyor and holds a First-Class degree in BSc Investment and Finance in Property from the University of Reading.
https://www.globaltalent.com.br/
Brazil
Com mais de 20 anos de experiência, somos uma consultoria especializada em potencializar os resultados das empresas dos mercados imobiliário e de infraestrutura. Atuamos com soluções 360º nas áreas de gestão de pessoas e de estruturação de processos organizacionais.

Bank Financing

Conservative approaches with inflation or finding a new financial lifeline with current prices?


  • Demand Changes - What are the mid-term expectations for financing? 
  • Complementary Finance - Are alternative lenders walking aside bankers? 
  • New Development Financing - Which assets and products still getting banks' attention? 


Moderator
José Ignacio Tramuns Pladellorens
Head of CRE & Hotel Finance EMEA
Banco Sabadell
Alicia Alvarez
Head of Real Estate Finance Spain
pbb Deutsche Pfandbriefbank
Nicole Jürgensen
Head of International Clients
Münchener Hypothekenbank
Juan Castaño Belda
Head of RE & Hospitality
Natixis
Manuel Gil Caballero
Head of Real Estate Finance Spain
Helaba
Susana Conde
Director Commercial Real Estate Finance, Structured Finance
Banco Sabadell
José Ignacio Tramuns Pladellorens
José Ignacio Tramuns Pladellorens
Head of CRE & Hotel Finance EMEABanco Sabadell
Spain
José-Ignacio Tramuns is the Head of CRE Finance EMEA at Banco Sabadell. He joined Banco Sabadell in 2006 as a member of the Structured Real Estate Finance team, and afterwards was the CIO-Real Estate in BanSanbadell Inversión, with more than €1 billion under management. Prior to joining Banco Sabadell, he gained experience in Real Estate and Private Banking in firms such as Aguirre Newman and Morgan Stanley. He graduated in Economics with an MBA from ESADE Business School.
Alicia Alvarez
Alicia Alvarez
Head of Real Estate Finance Spainpbb Deutsche Pfandbriefbank
Spain
Senior finance expert with demonstrated successes in real estate lending, development finance, debt restructuring, portfolio management and controlling. Wide experience in the analysis of real estate and construction sectors on international level.
Nicole Jürgensen
Nicole Jürgensen
Head of International ClientsMünchener Hypothekenbank
Germany
Nicole Jürgensen joined commercial real estate lender Rheinhyp in late 1998 and started her career in the International Property Lending Department, covering Spain. Thereafter, she was involved in setting up offices in Athens, Greece and Istanbul, Turkey to eventually take over, in late 2006, the Latin American business development at Eurohypo. After 5 years in Spain, between 2009 and 2014, where she was in charge of managing Hypothekenbank Frankfurt’s Branch in Madrid, she joined Commerzbank in 02/2015 to head the Frankfurt office of the Centre of Competence - Corporate Clients Real Estate.
Juan Castaño Belda
Juan Castaño Belda
Head of RE & HospitalityNatixis
Spain
Licenciado en Administración y Dirección de Empresas, bachelor en International Business por la Universidad de Northumbria, en Investigación y Técnicas de Mercado y cuenta con un MBA en ICADE y PDD de IESE. Desarrollará funciones ejecutivas con nuevos clientes y será el responsable de negociar las operaciones de financiación del banco, por encima de 50 millones €. Hasta ahora era director ejecutivo de Real Estate & Hospitality de Natixis para España y Portugal. Con 18 años de experiencia, desde su incorporación a en 2007 ha participado en proyectos de financiación de operaciones por valor de más de 5.000 millones €. Con anterioridad trabajó como analista en las áreas de riesgos y financiación de proyectos de BBVA e ICO en Madrid.
Manuel Gil Caballero
Manuel Gil Caballero
Head of Real Estate Finance SpainHelaba
Spain
Susana Conde
Susana Conde
Director Commercial Real Estate Finance, Structured FinanceBanco Sabadell
Spain

American Investors in Madrid

The new Miami? 

  • Spanish Attractiveness - How Spain is positioned ahead of other EU countries? 
  • Investment Flow - Where is the money coming from and to which assets?
  • Secondary Cities - Barcelona and Valencia on the roadmap of American investors? 
  • Local Partnerships - Open and easy for new business opportunities? 
  • Legal framework and Taxes - How to mitigate challenges on investment deals? 


Moderator
Diego Fernández
Vice President
Activum SG UK Advisors Limited
Philipp Braunfels
Managing Director
Jamestown
Sebastian Ricaurte
Director
Banco Pichincha
José Cravo
Chief Investor Relations Officer
Neinor Homes
Pablo Gonzalez
Executive Director
BTG Pactual - Spain
Maria Angelica Zegers
Executive Director
BTG Pactual
Jeff Oscodar
CEO
Haystack Ventures
Diego Fernández
Diego Fernández
Vice PresidentActivum SG UK Advisors Limited
Spain
Diego is a Vice President at ASG Iberia. Prior to joining ActivumSG group in 2015, he completed an MBA at Instituto de Empresa Business School, during which time he did an internship at Alpha Moonlight, a boutique real estate company in Madrid. Before studying for his MBA, Diego worked as an Investment Banking Associate in debt capital markets and risk & portfolio management in BBVA Bancomer Mexico. There he structured and executed investment grade and high yield debt, including new issues of both public and private debt, evaluated financial risks and managed a portfolio of more than €500 million for local and global clients. Earlier in his career, Diego worked at Banco Inbursa as a Credit & Risk Senior Analyst.
Philipp Braunfels
Philipp Braunfels
Managing DirectorJamestown
Germany
Sebastian Ricaurte
Sebastian Ricaurte
DirectorBanco Pichincha
Spain
José Cravo
José Cravo
Chief Investor Relations OfficerNeinor Homes
Spain
José is the Chief Investor Relations Officer, after joining the company in September 2020. With an extensive experience in the investment banking field, before joining Neinor Homes he led the real estate analysis team within Banco Santander, as well as previously he worked at Haitong Bank, for the group companies in this same sector for both Spain and Portugal. José has a degree in Economics from the Portuguese University Nova SBE and completed his training with a Master's degree in Finance from the Portuguese Catholic University.
Pablo Gonzalez
Pablo Gonzalez
Executive DirectorBTG Pactual - Spain
Colombia
Worked for Bolsa y Valores. More than 10 years in BTG Pactual as Executive Director in Colombia, now in Spain.
Maria Angelica Zegers
Maria Angelica Zegers
Executive DirectorBTG Pactual
Spain
Jeff Oscodar
Jeff Oscodar
CEOHaystack Ventures
USA
Jeff has spent over 25 years creating successful new ventures in multiple industries. He has been a founder, executive, investor, advisor, and attorney advising real estate clients, served as a public company CEO, a private company founder (InfoGear sold to Cisco for $301M) and led numerous tech-sector acquisitions and financings totaling approximately $500M. In 2015, Jeff launched Haystack to focus on distressed residential real estate in Spain. (Ask him about jumping from tech in California to real state in Spain). Haystack has now purchased 16 portfolios of distressed residential properties with a combined market value of 50 million euros. Jeff received his BA cum laude from UC Berkeley, his JD degree from NYU and his MBA from USC.
25th April | 16:30 - 17:30

Investment Strategies Winners

Skyhigh asset prices, compressed yields, where to dig for opportunities? 

Co-chairs
Javier Beltrán de MiguelCG Capital Europe Moderator
Juan Alonso BartolomeTech-Stone
Cristina Pérez LizKennedy Wilson
Joaquín CastellvíSTONEWEG
Pilar ValenciaLogicor Spain
Omar KhanCastellana Properties
Pedro CoelhoSquare Asset Management
Martin BeckerCrossroads
Javier Mallo de VargasAzora
Natalie BreenNB - Independant Advisor
Ariadna NijssenSTONEWEG
https://cms.law/en/int/publication/our-real-estate-capability-at-your-service
Warsaw | Poland
With the largest commercial real estate team in Europe and one of the biggest worldwide, CMS is well positioned to help investors, funders, developers, landlords and occupiers navigate all aspects of the real estate market and maximise their assets. Whatever the size and scope of your project or deal, with almost 800 real estate lawyers in 46 countries we have the resources to meet your needs quickly and efficiently, offering expert advice. We have been active in real estate in our markets for decades, so we understand the culture, the economic context, the local legal context and the history.

Investment Strategies Winners

Skyhigh asset prices, compressed yields, where to dig for opportunities? 

  • Overcoming Distressed Scenarios - What are the resilient investment strategies?
  • How will real estate have to adapt to structural, cyclical & demand changes? 
  • Where local investors are finding opportunities? 
  • Asset Valuations - Will we see further inconsistencies between buyers & sellers on prices?
  • Technology - How is it driving investment and development? 
  • ESG - Are we changing the mindset to create real win-win scenarios? 
Moderator
Javier Beltrán de Miguel
CEO
CG Capital Europe
Juan Alonso Bartolome
CEO
Tech-Stone
Cristina Pérez Liz
Managing Director
Kennedy Wilson
Joaquín Castellví
Co Founder & Head of European Acquisitions
STONEWEG
Pilar Valencia
Country Manager- Spain
Logicor Spain
Omar Khan
Chief Investment Officer
Castellana Properties
Pedro Coelho
Chairman
Square Asset Management
Martin Becker
MD
Crossroads
Javier Mallo de Vargas
Head of Investor Relations/Corporate Development Director
Azora
Natalie Breen
Global Real Assets Business Development
NB - Independant Advisor
Ariadna Nijssen
Head of Acquisitions Southern Europe
STONEWEG
Javier Beltrán de Miguel
Javier Beltrán de Miguel
CEOCG Capital Europe
Spain
Juan Alonso Bartolome
Juan Alonso Bartolome
CEOTech-Stone
Spain
Cristina Pérez Liz
Cristina Pérez Liz
Managing DirectorKennedy Wilson
Spain
Ms Perez Liz, based in Madrid, is the Managing Director of Kennedy Wilson Spain and has almost 20 years of investment banking, real estate and capital markets experience throughout Spain and the rest of Europe. Prior to joining Kennedy Wilson, she was a Managing Director of Banco Santander’s restructuring unit for medium size corporates, and had previously played different roles at PwC, and Goldman Sachs and JP Morgan in London . Over her career, Ms Perez has intervened in the completion of more than 25bn in European real-estate related transactions, including equity, direct lending, mezzanine, securitisation, and restructuring work.
Joaquín Castellví
Joaquín Castellví
Co Founder & Head of European AcquisitionsSTONEWEG
Switzerland
Joaquin Castellvi is a former transaction manager with major consultancy firms, investment banks and developers. He was directly involved in transactions totalising over $ 2.0 billion. Mr Castellvi holds a master’s degree from university of Barcelona and an MBA from Ramon Lull University.
Pilar Valencia
Pilar Valencia
Country Manager- SpainLogicor Spain
Spain
Omar Khan
Omar Khan
Chief Investment OfficerCastellana Properties
Spain
Omar has 11 years of real estate experience in the areas of deal making, due diligence, valuations and asset management. Omar has been a part of the Castellana Team for 1 year coming from Vukile investment team where he worked for the last three years. Prior to that he spent time at Investec Bank and the Public Investment Corporation (PIC). He holds an MSc. Real estate finance and investment from the University of Reading and is a professional associated valuer.
Pedro Coelho
Pedro Coelho
ChairmanSquare Asset Management
Portugal
55 years, married 2 sons From 2002 - 2017 Square Asset Management - Partner; 1,5 Billion under management in all sectors for retail and institutional clients : Managing the highest Portuguese performance balanced portfolio over the last 8 years in a row according to MSCI/IPD; from 1990 - 2000 ESAF Espírito Santo Activos Financeiros SGPS - Real Estate Managing Director Investments: Portugal, Brazil, Russia.
Martin Becker
Martin Becker
MDCrossroads
Spain
Martin joined Crossroads from RBC Capital Markets, where he was a Director in the RBC Real Estate Capital Partners team in London. He joined RBC in 2013 to help set up their financial sponsor focused real estate lending business in Europe. During his time at RBC, Martin was the deal leader on €1.5bn of completed real estate and NPL acquisition financings in Germany, the Netherlands, the UK, Ireland, Luxembourg and Spain. Prior to RBC, Martin was a Principal at GreenOak Real Estate, a real estate focused investing, lending and advisory firm with $5.4bn of assets under management globally.
Javier Mallo de Vargas
Javier Mallo de Vargas
Head of Investor Relations/Corporate Development DirectorAzora
Spain
Javier Joined Azora in 2022. Previously, in his more than 20 years of experience in the Asset Management Industry Javier was Investor Relations Director at Arcano, Country Head for Legg Mason in Spain, Sales Director at Fidelity International and has played different roles at Grupo Santander. Javier holds a business and economics degree by Universidad Complutense of Madrid (CEU San Pablo)
Natalie Breen
Natalie Breen
Global Real Assets Business DevelopmentNB - Independant Advisor
United Kingdom
As the Global Head of Strategic Growth and Business Development, Natalie is responsible for driving organic growth across Sanne’s product offering and delivering cross border opportunities through the group’s network of international offices. Natalie brings more than 25 years of commercial experience having worked in Australia, Singapore, and the UK. She joins Sanne in London from PwC where she held the role of Global and UK Real Estate Legal Leader. Natalie’s extensive experience of working with international clients on cross-border transactions adds significant capability to the firm’s team of product specialists.
Ariadna Nijssen
Ariadna Nijssen
Head of Acquisitions Southern EuropeSTONEWEG
Spain
Currently leads the investment efforts in Southern Europe for Stoneweg. Former real estate investment professional at H.I.G. Capital and Crescendo Real Estate Partners in London. Previously worked in the Investment Banking division at Deutsche Bank in London. Education: ESADE Business & Law School (Degree in Business and MSc in Finance), Barcelona and University of International Business and Economics in Beijing.

Timetable

Monday, April 24th 2023
Close See complete schedule
02:30pm - 03:30pm

Macroeconomic Volatility

Is the shadow of uncertainty still hunting us or are we on the verge of an inflection point?

Carlos Montes-Galdón is a Lead Economist in the Directorate General of Economics at the European Central Bank. He holds a Ph.D. in Economics from Columbia University. His fields of interest include Macroeconomics and Monetary Economics, Mathematical and Quantitative methods, Macroeconometrics and Bayesian Statistics.


  • ECB Forecast - European Economic Scenario Trends and Perspectives;
  • Hefty Inflation - Interest Rates, GDP, and Monetary Policies;
  • Lending Expectations for 2023-2024;
  • Risks - Where are the current risks by the ECB in the economic outlook? 
  • Ukraine War - How has the war changed the Monetary Policies since its beginning? 



04:15pm - 05:15pm

Residential

Up goes demand, deals, and prices, where can we predict pushback?

  • Residential Real Estate - How will existing properties have to change or will the focus be on new buildings?
  • Chronic Undersupply - Residential real estate as the safe haven in Spain?
  • Financing - When will the market warm up once again? 
  • Governmental Strategies - What is their role in pricing and affordability?
  • ESG - How does ESG affect the Investment life cycle costs? 


04:15pm - 05:15pm

Light Industrial & Logistics

Exhausted entry strategies, or rents still justifying money pour?

  • Lenders and Owners - What are the impacts on rents due to the e-commerce slowdown? 
  • Locations - Are the suburban areas the newest hotspots for Logistics hubs? 
  • Financing - Wait and See affecting logistics financing. Or still worth the risk? 
  • Tenant Requirements - Sustainability as the new tangible-price factor? 
  • Tech - Smart Decisions, Automation, and AI to drive performance? 


04:15pm - 05:15pm

Value-add & Opportunistic

Growing investor risk appetite or ’Wait and See’ tension holding it back?


  • Which real estate sector is starting to see more structure?
  • Development Deals - Are the numbers working? 
  • Finding Value in New Locations - Where are the hotspots? 
  • Structural Shifts and Repricing in Traditional Assets - Where are the future yields to be hunted?
  • NPL’s - Will distressed deals come onto the market?


05:45pm - 06:45pm

Alternative Lending

Moving forward to special situations or risks to be avoided?

  • Demand Changes Reasons behind conservative bank behavior & where can alternative lenders fill gaps in the market?
  • Short-Term Lending Will alternative lenders occupy a larger market share with mezzanine loans?
  • Competition Will refinancing play a bigger role and how will senior loans behave in this?
  • Sustainability – Are you compliant with the EU’s SFDR regulation? 


Tuesday, April 25th 2023
Close See complete schedule
09:30am - 09:45am

Investment Data Provocateur

High volumes in Spain even with buyer caution in the European Scenario?

With an experience of over 14 years in the Real Estate industry, David is currently the Head of Research Spain for BNP Paribas Real Estate. Focusing on the analysis of the evolution of the different segments of the sector.


  • Market Outlook - What is the current real estate picture in Spain? 
  • Forecast - What to expect in the upcoming months? 
  • How well is Spain positioned in the European Scenario? 


09:45am - 10:45am

Cross-border Capital

How to keep the shine during Europe's slowdown?

  • The Cycle - Allocating capital in Spain on the current inflationary scenario? 
  • Institutional Appetite - How does Spain position itself as an investment destination in Europe? 
  • Deal Flow - Where is the capital coming from and to which products?


11:15am - 12:15pm

Senior Living & Health Care

Strong demand fundamentals matching the weight of money entering?  

  • An Aging Population - Can the market keep up with new projects?
  • Inflation & Rising Utility Costs - Will affordability become the most important factor for tenants?
  • Missing Products - New developments and repurposing of urban assets as a solution? 
  • Senior Residences, Assisted Living & Co - Which products work in which regions?


11:15am - 12:15pm

Shopping & Retail

Hybrid retail rallying investors or still a long road to find confidence?


  • Investors Sentiment - Proved sector’s recovers, why are investors still unconfident?
  • Values and Pricing - Have we seen rock bottom yet? 
  • Buy, Sell, or Diversify? - How to gain value out of retail assets?
  • ‘Unified Retail’ – Seamless on-off shopping experience? 
  • Innovating Retail - What are the new trends? Where to make a difference as Landlord?
  • ESG - Social aspects are beyond the facility of online shopping and technology? 


11:15am - 12:15pm

Hospitality

Greater liquidity and buying pressure, focus on core assets or value-add strategy? 

  • Investment Appetite - Which assets & locations are attracting investors?
  • Liquidity - Highest liquidity levels, can we forecast a pushback? 
  • Sustainable Strategies - What are the strategies for current assets, ongoing deals and pipeline opportunities?
  • Hotel Transaction Strategies - Develop, rebrand, wait or buy?
  • Repurposing Assets - How are hospitality assets approaching the residential segment? 


12:45pm - 01:45pm

Last Mile Logistics

Supply shortage keeping up with the e-commerce rise or asset prices too high?

  • Urban Appetite - How are the cities shaping the locations for Last Mile? 
  • Expectation vs Reality - Real money being invested to keep up with current demand? 
  • Online Channel - Have we reached the peak? 


12:45pm - 01:45pm

Offices Vs. Workspaces

Still investor’s bedrock or will the market shift confidence to new assets?

  • Redefining Core - Which assets are truly sustainable?
  • Are we seeing real growth or a recalibration of Grade A?
  • Innovation - Services, flex, hybrid working, "hotelization", are landlords ready for a change in demand?
  • Grade B and C Locations - What is to be done to hold on to value?
  • ESG - Tangible factor to defining future prices? 


12:45pm - 01:45pm

Student Housing & Co-living

Real money coming in or right products just out of reach?

  • Leasing Models - Can greater flexibility innovate the product offering?
  • Escalating Utility & Construction Costs - Finding yields despite exploding costs?
  • Demand & Supply Imbalance - Is now the time to scale up?
  • Urban Location Opportunities - Neighbourhood assisted living to diversify portfolios & bridge the supply gap?
  • ESG - Which tendencies are growing up in the segments? 


03:00pm - 04:00pm

BTR

Core vs Opportunistic profiles, where’s the sweet spot?

  • How will BTR assets have to adapt to structural, cyclical & demand changes?
  • Liquidity – What to expect in terms of asset liquidity and future buyers? Which products? 
  • Financing – Current obstacles for alternative and traditional lenders? 
  • Development Framework – Challenges for developments at the local and regional levels?


03:00pm - 04:00pm

American Investors in Madrid

The new Miami? 

  • Spanish Attractiveness - How Spain is positioned ahead of other EU countries? 
  • Investment Flow - Where is the money coming from and to which assets?
  • Secondary Cities - Barcelona and Valencia on the roadmap of American investors? 
  • Local Partnerships - Open and easy for new business opportunities? 
  • Legal framework and Taxes - How to mitigate challenges on investment deals? 


03:00pm - 04:00pm

Bank Financing

Conservative approaches with inflation or finding a new financial lifeline with current prices?


  • Demand Changes - What are the mid-term expectations for financing? 
  • Complementary Finance - Are alternative lenders walking aside bankers? 
  • New Development Financing - Which assets and products still getting banks' attention? 


04:30pm - 05:30pm

Investment Strategies Winners

Skyhigh asset prices, compressed yields, where to dig for opportunities? 

  • Overcoming Distressed Scenarios - What are the resilient investment strategies?
  • How will real estate have to adapt to structural, cyclical & demand changes? 
  • Where local investors are finding opportunities? 
  • Asset Valuations - Will we see further inconsistencies between buyers & sellers on prices?
  • Technology - How is it driving investment and development? 
  • ESG - Are we changing the mindset to create real win-win scenarios? 
 

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Media Partner
Industry Partners
https://cms.law/en/int/publication/our-real-estate-capability-at-your-service
Warsaw | Poland
With the largest commercial real estate team in Europe and one of the biggest worldwide, CMS is well positioned to help investors, funders, developers, landlords and occupiers navigate all aspects of the real estate market and maximise their assets. Whatever the size and scope of your project or deal, with almost 800 real estate lawyers in 46 countries we have the resources to meet your needs quickly and efficiently, offering expert advice. We have been active in real estate in our markets for decades, so we understand the culture, the economic context, the local legal context and the history.
https://www.globaltalent.com.br/
Brazil
Com mais de 20 anos de experiência, somos uma consultoria especializada em potencializar os resultados das empresas dos mercados imobiliário e de infraestrutura. Atuamos com soluções 360º nas áreas de gestão de pessoas e de estruturação de processos organizacionais.

Attendees

Alejandro Aguirre de Carcer
Alejandro Aguirre de Carcer
CEOBrainsre
Spain
Alon Demol
Alon Demol
CEO & Co FounderBravo Investment House
United Kingdom
Alvaro Garcia
Alvaro Garcia
Senior Director, Capital MarketsBTG Pactual
Spain
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