{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Havenstone Stack","title":"Jamestown's Real Estate Alpha Strategy","html":"","width":"100%","height":180,"duration":2408,"description":"The complexity and uncertainty of large-scale European real estate repositioning require a unique investment philosophy that traditional underwriting often fails to capture.\nSuccessful deal makers must define their alpha by embracing vertically integrated operations and cultural nuances across diverse markets. In this episode, António Dias and Philipp Braunfels discuss how to assess risks in placemaking, the challenge of securing capital for major capital expenditure projects, and why hyper-local execution is essential to transforming underutilized assets into vibrant mixed-use destinations.\nOur guest is Philipp Braunfels, Managing Director and Co-Head of Europe at Jamestown. He is responsible for overseeing Jamestown’s European investment platform, having been instrumental in establishing and scaling the firm’s presence across the continent.\nTHINGS WE SPOKE ABOUT\n - Jamestown's vertically integrated placemaking philosophy.\n - Scaling US repositioning strategy in Europe.\n - Cultural differences impact European vertical integration.\n - Underwriting value through 'placemaking special sauce'.\n - The essential financial discipline of deal making,\nGUEST DETAILS\nPhilipp Braunfels is Managing Director and Co-Head of Europe at Jamestown. He is responsible for overseeing the firm’s European investment platform, including acquisitions, asset management, and strategic expansion across the region. He has been instrumental in scaling Jamestown’s European presence, has experience spanning Germany, the United States, and Latin America, and focuses on complex repositioning opportunities and urban mixed-use environments\nWebsite: https://www.jamestownlp.com\nQUOTES\nWhat makes a commercial asset really, truly unique in the way we approach this is the atmosphere of the place and the experience you get when you spend time at that place. - Philipp Braunfels\nReal estate, in the end, is a hyper local business. It's being boots on the ground, and it's a people's business. - Philipp...","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}