Havenstone Stack
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.
Episodes
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 shift from pure PBSA platforms to vertically integrated living concepts is critical.
This episode dives into how to create value for capital providers through operational intensiveness, strategic capital allocat...
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 who fail to execute on their vision. This episode dives into the current cycle, determining where the pockets of value lie in German living assets, and the critical importance of prioritizing exit liquidity in today's underwritin...
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 uncertainty requires a disciplined, proactive mindset and a clear understanding of where capital is flowing.
This episode reflects on the key themes from MIPIM 2026, including the direct impact of the Iran crisis on capital acce...
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 explores how to build a scalable, specialist platform successfully in the face of economic turmoil by focusing on proprietary data, sub-market knowledge, and maintaining a clear investment conviction. We deep dive into last mile ...
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 landscape presents both a challenge and a lucrative opportunity for agile alternative lenders.
This episode of The Havenstone Stack delves into the forces driving this structural change, how to successfully underwrite ...
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 and a vast housing shortage across Europe present a compelling opportunity.
This episode explores the critical elements for success in this market and how to drive superior investment performance. António Dias...
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.
In this first episode of ‘Havenstone Stack’ we pull back the curtain on the current state of pan-European finance to uncover where the real opportunities lie.
We explore the impact of the massive structural shift from...
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 regulations, cultures, and capital flows.
António Dias has spent his career arranging debt and equity across Europe. Now, he's bringing you inside conversations with the people making billion-dollar decisions across the continen...
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