{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Havenstone Stack","title":"MIPIM 2026 Mood and Money","html":"","width":"100%","height":180,"duration":1667,"description":"The European real estate market faces constant shockwaves from geopolitical tensions and economic instability, creating a challenging environment for deal-making.\nNavigating this period of persistent uncertainty requires a disciplined, proactive mindset and a clear understanding of where capital is flowing.\nThis episode reflects on the key themes from MIPIM 2026, including the direct impact of the Iran crisis on capital access and costs, the clear 'flight to quality' among investors, and the unexpected strength in private credit.\nWe break down the hottest sectors attracting liquidity, from the broad 'living' strategies like PBSA in Italy and Poland, to the hyper-specialisation in logistics, and the cautious return of development interest in prime offices.\nJoining us are Havenstone Capital partners, António Dias and Bruno Silva. António combines a Private Equity background with deep investment banking expertise, while Bruno brings 17 years of technical experience as a structural engineer and real estate developer. Together, they specialise in bridging funding gaps across the capital stack.\nTHINGS WE SPOKE ABOUT\nMIPIM attendance seems lower this year due to geopolitics.\nIran conflict increases energy costs which ultimately may impact inflation, interests and construction costs.\nInvestors show a disciplined flight to quality.\nLiving strategies are attracting capital.\nLogistics demands micro-location specialisation.\nGUEST DETAILS\nAntonio Dias and Bruno Silva are the partners behind Havenstone Capital, a pan-European investment advisory firm.\nAntonio combines a Private Equity background with deep investment banking expertise, while Bruno brings 17 years of technical experience as a structural engineer and real estate developer. Together, they specialise in bridging funding gaps across the capital stack, covering markets from Portugal to Eastern Europe.\nAntonio: https://www.linkedin.com/in/apd1984/\nBruno: https://www.linkedin.com/in/bruno-a-f-silva/\nQUOTES\nI wouldn't...","thumbnail_url":"https://img.transistorcdn.com/N6tAJ1g7pscYJ_9Pdcsr9VXpGScT73k-QbTWy5LqEpY/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9jYzA4/MTdkOTQ4NTZkMzcz/YTM2YzRkNzM0ZDY0/MzJlZS5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}