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RealTimes PeerViews: executive-to-executive conversations with the investors, developers, architects, lenders and operators shaping commercial real estate, recorded on location from PropTech Connect in London to the IPS Congress in Dubai. Produced by RealTimes. Series 1 is sponsored by Shelton Reed. Every PeerView is also a film on the RealTimes YouTube channel: https://www.youtube.com/@realtimes_media More at RealTimes.co Hosted on Acast. See acast.com/privacy for more information.

  1. 2d ago

    Dirk Bakker, Necron: Hospitality everywhere | EXPO REAL 2026 PeerView

    Dirk Bakker, CEO of hospitality at Necron Group, explains how the developer and investor looks at hotels, logistics and healthcare, and why Europe is the place to be for hospitality. In this EXPO REAL 2026 PeerView he covers a hotel within a health campus, buying right, his move from advisory to developer and what the wider real estate industry can learn from hospitality. More RealTimes interviews and EXPO REAL 2026 coverage: https://realtimes.co Chapters 0:00 Intro: Dirk Bakker and Necron Group 0:24 Necron: a developer that invests in hotels, logistics & healthcare 1:02 Hotels, logistics & tourism: what looks promising 2:05 Working with big hotel brands: lease, management & franchise 2:37 A large hotel within a health campus 4:02 Choosing the right location: you make your money when you buy 6:01 Regional focus: Benelux, Germany & Spain 6:42 From advisory to developer: what changes 8:34 The advisor's network as an advantage 9:50 Hiring senior advisors into the company 11:02 Undersupplied hotel concepts & growing tourism 12:33 What commercial real estate can learn from hospitality 15:35 Logistics tenants & the hospitalization of real estate #EXPOREAL2026 // #PeerView // #Hospitality // #HotelInvestment // #RealEstateDevelopment Hosted on Acast. See acast.com/privacy for more information.

    Dirk Bakker, Necron: Hospitality everywhere | EXPO REAL 2026 PeerView

  2. 2d ago

    Tsuyoshi Kidera, Tokyo Tatemono: Why London | EXPO REAL 2026 PeerView

    Tsuyoshi Kidera of Tokyo Tatemono Investment Advisors, the asset manager within the Tokyo Tatemono Group, explains how the Japanese developer is shifting its overseas business towards the US, Australia and London. In this EXPO REAL 2026 PeerView he covers the asset classes in focus by market, why market size matters, Thailand as a further focus, plans for a European presence and the difference between developing in Japan and in London. More RealTimes interviews and EXPO REAL 2026 coverage: https://realtimes.co Chapters 0:00 Intro: Tsuyoshi Kidera and Tokyo Tatemono 0:40 Tokyo Tatemono: a Japanese developer going overseas 2:30 Asset classes by market: office, residential, logistics 3:39 Where the allocation goes: US, London, Australia, Thailand 4:31 Why large Anglo-Saxon markets 5:21 Investment capacity and the next mid-term plan 6:50 No footprint in Europe yet: development and value-add 8:00 Office conversions in Japan 8:41 Japan versus London: working with local developers #EXPOREAL2026 // #PeerView // #CRE // #London // #RealEstateInvestment Hosted on Acast. See acast.com/privacy for more information.

    Tsuyoshi Kidera, Tokyo Tatemono: Why London | EXPO REAL 2026 PeerView

  3. 5d ago

    Christopher Stief, DCP: Power before hype | EXPO REAL 2026 PeerView

    A RealTimes PeerView: Dr. Christopher Stief, CEO of DCP Data Center Partners, the developer of co-location and hyperscale data centers, in conversation with Alexander Morari, MRICS, CEO of Shelton Reed, at EXPO REAL 2026. He explains why DCP builds in Germany, Austria and Switzerland and stays away from the hype, and covers grid connections that go to the first project that is ready, where data centers sit between infrastructure and real estate, the 2030 capacity target, approval processes, small modular reactors and his forecast for 2027. Watch the film on YouTube: https://www.youtube.com/watch?v=ab6fPRQHkBo Sponsored by Shelton Reed, a pan-European commercial real estate strategic advisory firm working principal to principal across land, development, financing and transaction mandates. SheltonReed.com 00:00 Intro: Christopher Stief and DCP Data Center Partners 00:21 Co-location & hyperscale data centers in Germany, Austria & Switzerland 00:55 Why the region is behind the wave: electricity prices 01:45 Grid connection: first ready, first served 02:32 Between infrastructure and real estate 03:10 Overhyped: demand seen in megawatts deployed 03:54 Doubling capacity by 2030: a very ambitious target 05:09 Approval processes and environmental challenges 06:36 Cyber attacks on data centers 07:25 Autonomous power supply with small modular reactors 09:08 Forecast for 2027: Berlin and other German cities Peer: Dr. Christopher Stief, DCP Data Center Partners Peer (series sponsor): Alexander Morari, MRICS, CEO, Shelton Reed RealTimes PeerViews are executive-to-executive conversations produced by RealTimes (RealTimes.co), a European commercial real estate media platform. The series is sponsored by Shelton Reed (SheltonReed.com). Contact: Studio@RealTimes.co Watch the films on YouTube: https://www.youtube.com/playlist?list=PLT56ZwZbqiD4 Follow RealTimes Studio for the next PeerView. Hosted on Acast. See acast.com/privacy for more information.

    Christopher Stief, DCP: Power before hype | EXPO REAL 2026 PeerView

  4. Oct 22

    Benedikt Huber, COMPETO: Sponsor comes first | EXPO REAL 2026 PeerView

    A RealTimes PeerView: Benedikt Huber, Head of Mezzanine at COMPETO Capital Partners, the real estate debt fund and private equity provider, in conversation with Alexander Morari, MRICS, CEO of Shelton Reed, at EXPO REAL 2026. He explains how COMPETO finances German assets with mezzanine capital alongside senior debt, which asset classes struggle to get financed, his favored cities, NPLs, red flags in a deal, and why the sponsor now matters more than the project. Watch the film on YouTube: https://youtu.be/pOKIdD1fbr8 Sponsored by Shelton Reed, a pan-European commercial real estate strategic advisory firm working principal to principal across land, development, financing and transaction mandates. SheltonReed.com 00:00 Intro: Benedikt Huber and COMPETO Capital Partners 00:17 Elevator pitch: real estate debt and private equity 00:49 Mezzanine as a complement to senior debt 01:21 Why developers are not ready for bank financing 01:42 Struggling asset classes: class B offices and condominiums 02:40 Favored cities: Munich, Stuttgart, Frankfurt and more 03:26 NPLs: why the market grows next year 04:22 Deal flow: mortgage brokers and financing advisors 04:50 Red flags: thin margins and share deals 05:51 Defending the price of a prime office in due diligence 07:17 Reinvesting exit proceeds in smaller tickets 08:10 Why prime offices and not residential or conversions 09:41 How developers should prepare before they call 09:59 Why the sponsor now matters more than the project 10:54 Sponsor track record: the venture capital comparison Peer: Benedikt Huber, COMPETO Capital Partners Peer (series sponsor): Alexander Morari, MRICS, CEO, Shelton Reed RealTimes PeerViews are executive-to-executive conversations produced by RealTimes (RealTimes.co), a European commercial real estate media platform. The series is sponsored by Shelton Reed (SheltonReed.com). Contact: Studio@RealTimes.co Watch the films on YouTube: https://www.youtube.com/playlist?list=PLT56ZwZbqiD4 Follow RealTimes Studio for the next PeerView. Hosted on Acast. See acast.com/privacy for more information.

    Benedikt Huber, COMPETO: Sponsor comes first | EXPO REAL 2026 PeerView

  5. Oct 22

    Dina Lorentz, BVII: Affordable for whom? | EXPO REAL 2026 PeerView

    A RealTimes PeerView: Dina Lorentz, managing director of the Bundesverband Impact Investing e.V. (BVII), in conversation with Alexander Morari, MRICS, CEO of Shelton Reed, at EXPO REAL 2026. She explains what impact investing means for real estate and what the association does for investors in German-speaking Europe, and covers returns and impact, regulation such as SFDR 2.0, why 10 percent below market rent is not automatically affordable housing, and new financing ideas for climate adaptation. Watch the film on YouTube: https://youtu.be/MMiEM13zEZg Sponsored by Shelton Reed, a pan-European commercial real estate strategic advisory firm working principal to principal across land, development, financing and transaction mandates. SheltonReed.com 00:00 Intro: Dina Lorentz and the Bundesverband Impact Investing 00:42 What the Federal Association of Impact Investing does 02:45 Impact investing explained for real estate players 03:58 Does impact investing mean giving up return? 04:51 Regulation: shaping SFDR 2.0 recommendations 06:38 Institutional investors and the impact label 08:46 Does a museum count as impact investing? 09:35 When 10 percent below market is not affordable 10:36 Theory of change across seven CEE countries 12:06 Affordable housing as an ecosystem 13:05 Around 135 members across the DACH region 14:19 What success looks like at the end of 2026 14:55 Financing climate adaptation with residents Peer: Dina Lorentz, Bundesverband Impact Investing e.V. (BVII) Peer (series sponsor): Alexander Morari, MRICS, CEO, Shelton Reed RealTimes PeerViews are executive-to-executive conversations produced by RealTimes (RealTimes.co), a European commercial real estate media platform. The series is sponsored by Shelton Reed (SheltonReed.com). Contact: Studio@RealTimes.co Watch the films on YouTube: https://www.youtube.com/playlist?list=PLT56ZwZbqiD4 Follow RealTimes Studio for the next PeerView. Hosted on Acast. See acast.com/privacy for more information.

    Dina Lorentz, BVII: Affordable for whom? | EXPO REAL 2026 PeerView

  6. Oct 22

    Chaim Katzman, G City: Betting on Warsaw | EXPO REAL 2026 PeerView

    A RealTimes PeerView: Chaim Katzman, founder and CEO of G City, the owner and operator of shopping centers in cities from São Paulo to Warsaw and Tel Aviv, in conversation with Alexander Morari, MRICS, CEO of Shelton Reed, at EXPO REAL 2026. He explains why the group moved from 400 shopping centers to 80, why Warsaw is a core market, how G City looks at retail and residential development, and what it is doing with Citycon and its Nordic assets. Watch the film on YouTube: https://youtu.be/NgUZIJ4qNjE Sponsored by Shelton Reed, a pan-European commercial real estate strategic advisory firm working principal to principal across land, development, financing and transaction mandates. SheltonReed.com 00:00 Intro: Chaim Katzman and G City 00:41 G City: from São Paulo to Warsaw and Tel Aviv 01:16 Retail through the cycles: the mood changes, the need does not 05:17 Supermarkets 2.2 times a week: be on the way home 06:06 From 400 shopping centers to 80 07:12 Residential: Tampa, Ostrobramska and Promenade 08:29 Promenade as a blueprint: more density, fewer cars 10:08 Why Warsaw: East Berlin, not Prague 11:54 Warsaw growth: almost 16 percent same-store NOI 13:17 Deleveraging, core assets and the Citycon take private 15:58 By the end of 2027: growth in Poland and the Nordics Peer: Chaim Katzman, G City Peer (series sponsor): Alexander Morari, MRICS, CEO, Shelton Reed RealTimes PeerViews are executive-to-executive conversations produced by RealTimes (RealTimes.co), a European commercial real estate media platform. The series is sponsored by Shelton Reed (SheltonReed.com). Contact: Studio@RealTimes.co Watch the films on YouTube: https://www.youtube.com/playlist?list=PLT56ZwZbqiD4 Follow RealTimes Studio for the next PeerView. Hosted on Acast. See acast.com/privacy for more information.

    Chaim Katzman, G City: Betting on Warsaw | EXPO REAL 2026 PeerView

  7. Oct 20

    Pascale Hein, blocher partners sustain | EXPO REAL 2026 PeerView

    A RealTimes PeerView: Pascale Hein of blocher partners sustain, the sustainability consultancy and daughter company of the architecture and interior design practice blocher partners, in conversation with Alexander Morari, MRICS, CEO of Shelton Reed, at EXPO REAL 2026. She explains why a green certificate is only the end of a long process, and covers DGNB, QNG and the EU taxonomy, why a certificate kept only as a label loses its value, embodied carbon, urban mining and the case for pre-demolition audits. bp-sustain.de Watch the film on YouTube: https://youtu.be/u1isxMQe2kk Sponsored by Shelton Reed, a pan-European commercial real estate strategic advisory firm working principal to principal across land, development, financing and transaction mandates. SheltonReed.com 00:00 Intro: Pascale Hein and blocher partners sustain 00:55 Why architects built a sustainability consultancy 01:41 A DACH focus, and what international investors should know about German certificates 03:33 QNG explained: minimum quality for funded buildings 04:48 Certificates are kept, but their value can be lost 05:53 Chasing the label and the funding 07:54 From certification to lifecycle assessment 09:36 Circular construction and urban mining 10:52 Pre-demolition audits: should the law require them? 12:14 A demolition permit only with a plan for the materials 12:49 When buildings are too inflexible to adapt Peer: Pascale Hein, blocher partners sustain Peer (series sponsor): Alexander Morari, MRICS, CEO, Shelton Reed RealTimes PeerViews are executive-to-executive conversations produced by RealTimes (RealTimes.co), a European commercial real estate media platform. The series is sponsored by Shelton Reed (SheltonReed.com). Contact: Studio@RealTimes.co Watch the films on YouTube: https://www.youtube.com/playlist?list=PLT56ZwZbqiD4 Follow RealTimes Studio for the next PeerView. Hosted on Acast. See acast.com/privacy for more information.

    Pascale Hein, blocher partners sustain | EXPO REAL 2026 PeerView

  8. Sep 26

    Walid Kushtoban, Marygold Studio: clients who say please, no AI

    A RealTimes PeerView: Walid Kushtoban, General Manager of Marygold Studio, in conversation with Alexander Morari, MRICS, CEO of Shelton Reed, at the IPS Congress 2026 in Dubai. Marygold Studio is a UK-headquartered branding and visualization studio for real estate developers, and Kushtoban opened its Dubai office this year. He describes developers whose first rule is no AI in a render, and puts his own use at 55 to 60 percent, where he says it enhances elements rather than builds a project from scratch. Quality can sit abroad, he argues, but client servicing has to be local, because in this region things change fast. Marygold-Studio.com Watch the film on YouTube: https://youtu.be/iN2ZRVyfdjY Sponsored by Shelton Reed, a pan-European commercial real estate strategic advisory firm working principal to principal across land, development, financing and transaction mandates. SheltonReed.com 00:00 Introduction: Walid Kushtoban, Marygold Studio 00:49 Marygold Studio, and the clients who ask for no AI 02:34 Why the render is still built from scratch 04:00 Commodity or craft? 05:56 Integrity over volume, and the 55 to 60 percent line 07:46 A red ocean, and the relationships behind the pitch 08:50 The digital twin platform, and selling a life 10:22 Why a Dubai office, and why now 11:24 Location, location, location & connections, connections, connections Peer: Walid Kushtoban, General Manager, Marygold Studio Peer (series sponsor): Alexander Morari, MRICS, CEO, Shelton Reed RealTimes PeerViews are executive-to-executive conversations produced by RealTimes (RealTimes.co), a European commercial real estate media platform. Series 1 is sponsored by Shelton Reed (SheltonReed.com). With thanks to AIM Congress and the UAE Ministry of Foreign Trade for kindly providing the space for the RealTimes PeerViews. Contact: Studio@RealTimes.co More RealTimes PeerViews from IPS Congress 2026, Dubai: Amit Puri, BCD Global Marwan Houri, AE7 Jean-Paul Sacy, Wand AI Marco Piva, Studio Marco Piva Daniela Baldo, Studio Marco Piva Watch the films on YouTube: youtube.com/playlist?list=PLT56ZwZbqiD4 Follow RealTimes Studio for the next PeerView. Hosted on Acast. See acast.com/privacy for more information.

    Walid Kushtoban, Marygold Studio: clients who say please, no AI
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About

RealTimes PeerViews: executive-to-executive conversations with the investors, developers, architects, lenders and operators shaping commercial real estate, recorded on location from PropTech Connect in London to the IPS Congress in Dubai. Produced by RealTimes. Series 1 is sponsored by Shelton Reed. Every PeerView is also a film on the RealTimes YouTube channel: https://www.youtube.com/@realtimes_media More at RealTimes.co Hosted on Acast. See acast.com/privacy for more information.

Information

  • Creator
    RealTimes
  • Years Active
    2026
  • Episodes
    15
  • Rating
    Clean
  • Copyright
    © 2026 RealTimes
  • Show Website
    RealTimes Studio