{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Havenstone Stack","title":"Europe’s Cash Flow Led Recovery","html":"","width":"100%","height":180,"duration":2829,"description":"For decades, real estate investors benefited from constantly falling interest rates and predictable cycles, a world that has structurally ended. Today’s environment is marked by de-globalisation, constant volatility, and high-pressure economics, requiring a radical shift in how capital is invested.\nThis episode dives into designing resilient portfolios, navigating Europe’s cash-flow-led recovery, and understanding the vital role of capital formation. We explore the strategic adjacencies of real estate, like digital infrastructure and affordable housing, and the permanent rise of real estate private debt.\nWe are joined by Simon Martin, Senior Partner, Chief Investment Strategist and Head of Research at Tristan Capital Partners. Simon is one of the most widely followed voices on European real estate strategy, connecting the big macro picture with practical capital allocation.\nTHINGS WE SPOKE ABOUT\nCycles less important due to volatility\nDe-globalisation drives strategic regional autonomy\nCash flow resilience leads U-shaped recovery\nReal estate debt offers better collateral\nFocus on the exit first, not buying\nGUEST DETAILS\nSimon Martin is a Senior Partner, Chief Investment Strategist and Head of Research at Tristan Capital Partners. He is known for connecting macro trends with practical investment strategy, advising on how to allocate capital in high-volatility environments, and having deep expertise in European real estate debt.\nContact Simon: \nLinkedin: linkedin.com/in/simon-martin-48a43620\nWebsite: tristancap.com \nQUOTES\nWe have to figure out a strategy that allows us to make money through other means, than just through the kind of favourable tailwind of reducing interest rates... - Simon Martin\nWhat does the future look like? I think it looks more like a world where we have to think about regional economic specialisation... - Simon Martin\nIf you can't accurately describe what you will be selling and who you will be selling it to, then you don't really have an...","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}