Oct 19, 202629 min
European real estate investors face persistent market friction from elevated capital costs and compressed yields following Expo Real 2026. Achieving sustainable returns requires moving away from passive yield...
Business
Havenstone Stack
Hosted by Havenstone Capital · Business · EN
About this Podcast:
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.
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Contact path
Verified email
Booking probability
29%
Guest openness
Selective
80/100
Required Score
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Signup to Generate a PitchQuestions about Havenstone Stack
What is Havenstone Stack about?
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.
Who hosts Havenstone Stack?
Havenstone Stack is hosted by Havenstone Capital. The show has published 12 episodes to date.
What has Havenstone Stack covered recently?
Recent episodes include "Expo Real 2026 Insights on European Real Estate" (19 October 2026, 29 minutes), "Jamestown's Real Estate Alpha Strategy" (28 September 2026, 40 minutes), and "Student Housing Alpha" (14 September 2026, 43 minutes).
How often does Havenstone Stack publish?
Havenstone Stack publishes roughly every two weeks, with episodes averaging 32 minutes across 12 episodes.
How hard is it to get booked on Havenstone Stack?
Booking probability for Havenstone Stack is 29%, and the host is rated Selective on guests. Havenstone Stack requires a Pod Score of 80 or higher. Havenstone Stack's contact route on record: verified email.
Who should pitch Havenstone Stack?
The strongest fits for Havenstone Stack are Property Management & Appraisal. Havenstone Stack has a business audience.
About the host
Havenstone Capital hosts Havenstone Stack, a business podcast with 12 episodes published.
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Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #8
Jamestown's Real Estate Alpha Strategy
Sep 28, 202640 minThe complexity and uncertainty of large-scale European real estate repositioning require a unique investment philosophy that traditional underwriting often fails to capture. Successful deal makers must define their...
Episode #12
Student Housing Alpha
Sep 14, 202643 minThe fragmentation of European real estate is creating significant pricing mismatches and complex arbitrage opportunities in the Purpose-Built Student Accommodation (PBSA) sector. The conversation today dives into where...
Episode #9
PBSA Shifts to Broader Living
May 6, 202637 minS0<p>The era of traditional residential investment is expanding, creating a gap for alternate living accommodation that demands intense operational efficiency. For investors seeking value in this niche, understanding the...
Apr 13, 202623 minS0<p>Navigating the significant repricing of the German real estate market requires strategic focus and disciplined execution. </p><p>It is punishing for those who get lost in detail without a clear thesis or who fail to...
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Episode #8
Jamestown's Real Estate Alpha Strategy
Apr 9, 202638 minS0<p>The complexity and uncertainty of large-scale European real estate repositioning require a unique investment philosophy that traditional underwriting often fails to capture.</p><p>Successful deal makers must define...
Episode #7
MIPIM 2026 Mood and Money
Mar 23, 202628 minS0<p>The European real estate market faces constant shockwaves from geopolitical tensions and economic instability, creating a challenging environment for deal-making.</p><p>Navigating this period of persistent...
Feb 16, 202642 minS0<p>The market for European real estate investment is constantly shifting, presenting unique challenges in capital allocation, especially within niche sectors like urban industrial assets.</p><p>This episode explores how...
Feb 2, 202635 minS0<p>European real estate finance is undergoing a monumental structural shift, creating a significant funding gap for mid-market sponsors as traditional banks retreat from their historical dominance. This changing...
Episode #2
EQT Real Estate - Tom Livelli
Jan 19, 202643 minS0<p>The European living sector is undergoing a massive structural shift, moving from a niche allocation to an essential institutional asset class. Volatility is high, but the underlying fundamentals of demographic shifts...
Episode #1
Introducing the Havenstone Stack
Jan 19, 202625 minS0<p>The era of predictable returns in European real estate is officially over. With volatility rising and core capital vanishing, investors and operators face a landscape where business as usual no longer applies...
Episode #1
Trailer
Nov 25, 20252 minS0<p>Most financial podcasts focus on American markets. </p><p>But what about the investment decisions being made across Madrid, Milan, Warsaw, and beyond? </p><p>Europe is not a single market/ It's a complex web of...
Recent guests
Recent guests on Havenstone Stack. Study who booked and why before you pitch.
J
John Jacobs
Global Head of Capital Markets, Adventure Risk Management
P
Philipp Braunfels
Jamestown
C
Christian Jamison
Valor Real Estate Partners
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