Havenstone Stack Podcast by Havenstone Capital

Episodes 8

Avg. Duration 33m

Activity Active

Since Nov 2025

Latest Episode May 2026

Publishing Details

Schedule

Monthly

Format

Episodic

Consistency

47%

Hosting

feeds.transistor.fm

Contact & Outreach

Sign up to view contact info

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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Recent Episodes

PBSA Shifts to Broader Living

May 06, 2026 36m

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,…

Navigating German Living Sector Volatility - Simon Koenig

Apr 13, 2026 22m

Navigating the significant repricing of the German real estate market requires strategic focus and disciplined execution. It is punishing for those who get lost in detail without a clear thesis or…

Jamestown's Real Estate Alpha Strategy

Apr 09, 2026 37m

The 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…

MIPIM 2026 Mood and Money

Mar 23, 2026 27m

The European real estate market faces constant shockwaves from geopolitical tensions and economic instability, creating a challenging environment for deal-making.Navigating this period of persistent…

Urban Logistics: Long-Term Asset - Christian Jamison

Feb 16, 2026 41m

The market for European real estate investment is constantly shifting, presenting unique challenges in capital allocation, especially within niche sectors like urban industrial assets.This episode…

Solving Mid-Market Finance Gap - Itamar Volkov

Feb 02, 2026 35m

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…

EQT Real Estate - Tom Livelli

Jan 19, 2026 42m

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…

Introducing the Havenstone Stack

Jan 19, 2026 24m

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…

Trailer

Nov 25, 2025 1m Trailer

Most financial podcasts focus on American markets. But what about the investment decisions being made across Madrid, Milan, Warsaw, and beyond? Europe is not a single market/ It's a complex web of…

Frequently Asked Questions

How many episodes does Havenstone Stack have?

Havenstone Stack has published 8 episodes since November 2025, covering topics in Business, Investing.

Is Havenstone Stack still active?

Havenstone Stack is currently active with new episodes monthly. Average episode length is 33m.

How do I contact Havenstone Stack for sponsorship or guest appearances?

Sign up on Grep.FM to access contact details for Havenstone Stack, including email and social media links.

Havenstone Stack