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Havenstone Stack

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by Havenstone Capital

8 episodes

Updated Daily

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Podcast Overview

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.

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Publishing Since

11/25/2025

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Recent Episodes

May 6, 2026

PBSA Shifts to Broader Living

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 allocation across European cities, and managing the trade-offs between development and acquisition in today’s environment. Gawain Smart also shares invaluable lessons on underwriting complex deals and the enduring importance of trust in deal-making.We welcome Gawain Smart, CEO of International Campus Group, one of Europe's leading vertically integrated living platforms. Gawain combines a deep background in law, investment, and real estate, bringing a strong institutional perspective on scaling platforms and navigating diverse market cycles.THINGS WE SPOKE ABOUTAlternate living operational intensiveness. Capital allocation in secondary university cities. Market segmentation and amenity driven branding. Dichotomy of building versus buying assets. Trust is critical to complex deal success.GUEST DETAILSGawain Smart is the CEO of International Campus Group, one of Europe’s leading vertically integrated living platforms, focused on purpose-built student accommodation and broader residential concepts. Under his leadership, the group has expanded its presence across key European markets, operating through flagship brands such as THE FIZZ and HAVENS. With a background spanning law, investment, and real estate, Gawain brings a strong institutional perspective to platform scaling, capital allocation, and the evolution of living as an asset class.Contact Gawain: https://ic-campus.comQUOTESIf you build in the right location in that market, it's very attractive. - Gawain SmartI think that over time, you'll see more segmentation in the market, or sort of like how the hotel companies have done it. - Gawain SmartBuilding these things properly, with the right spec, the right price, is very critical, because if you don't, you know you're just creating headaches for yourself down the road. - Gawain SmartMORE INFORMATIONHavenstone Capital is a Real Estate Investment and Asset Management firm with a pan-European focus. Leveraging on the team’s extensive experience on both the Equity and Debt markets, Havenstone Capital is dedicated to managing investments across the entire investment cycle in the real estate market by managing and funding real estate projects in various asset classes.Visit our website; havenstonecapital.comThis podcast was produced by dustpod.ioKEYWORDS #AlternateLiving #PBSAInvestment #CapitalAllocation #DealComplexity #OperationalEfficiency

April 13, 2026

Navigating German Living Sector Volatility - Simon Koenig

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 underwriting environment. We explore how German capital is behaving and the crucial lessons learned from building an integrated real estate platform through market volatility.We are joined by Simon Koenig, Founder and CEO of Lakeward, an independent Swiss real estate investment and asset management platform. With more than two decades of experience, Simon leads the firm with a value-add approach focused on housing and alternative living across German metropolitan markets.THINGS WE SPOKE ABOUTGerman real estate cycle: early recovery Core buyers as the exit base case Affordable housing drives strongest demand Seller pricing is today's competitor Exit liquidity is a first-class riskGUEST DETAILSSimon Koenig is the Founder and CEO of Lakeward, an independent Swiss real estate investment and asset management platform. He possesses more than two decades of experience across real estate investment, development, and capital structuring. Simon led Lakeward through a full market cycle, focusing on a conviction-driven, value-add approach to residential and living strategies in German metropolitan markets.Simon’s Contact Details:Company Website: https://lakeward.ch/ Linkedin: linkedin.com/in/simon-koenig-bb290435iQUOTESFocus on the big picture, and once that direction is clear, then use deep detail to navigate the execution. - Simon KoenigThe real filter for us is more where do we have the best exit liquidity? - Simon KoenigI think the exit market will mostly be a core asset, and if you miss that, you drive a more risky part. - Simon KoenigKEYWORDS: #GermanRealEstate #LivingAssets #RealEstateCycles #ExitLiquidity #ValueAddInvestingMORE INFORMATIONHavenstone Capital is a Real Estate Investment and Asset Management firm with a pan-European focus. Leveraging on the team’s extensive experience on both the Equity and Debt markets, Havenstone Capital is dedicated to managing investments across the entire investment cycle in the real estate market by managing and funding real estate projects in various asset classes.Visit our website; havenstonecapital.comThis podcast was produced by dustpod.io

March 23, 2026

MIPIM 2026 Mood and Money

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 access and costs, the clear 'flight to quality' among investors, and the unexpected strength in private credit. We 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.Joining 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.THINGS WE SPOKE ABOUTMIPIM attendance seems lower this year due to geopolitics. Iran conflict increases energy costs which ultimately may impact inflation, interests and construction costs. Investors show a disciplined flight to quality. Living strategies are attracting capital. Logistics demands micro-location specialisation.GUEST DETAILSAntonio Dias and Bruno Silva are the partners behind Havenstone Capital, a pan-European investment advisory firm. Antonio 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.Antonio: <a href="https://www.linkedin.com/in/apd1984/">https://www.linkedin.com/in/apd1984/</a>Bruno: <a href="https://www.linkedin.com/in/bruno-a-f-silva/">https://www.linkedin.com/in/bruno-a-f-silva/</a>QUOTESI wouldn't say worried is the right word. I think cautious is more of an accurate word. - Bruno SilvaThere's a lot of capital continuously to flowing into Real Estate private credit, more so now than before. - António DiasIf the deal exists, it is to be made and needs to be made fast. - Bruno SilvaThe market is becoming used to operate under this type of uncertainty, and it feels like everybody really is tired of waiting. - António DiasKEYWORDS #EuropeanRealEstate #MIPIM2026 #PrivateCredit #LivingStrategies #GeopoliticalRiskMORE INFORMATIONHavenstone Capital is a Real Estate Investment Advisory firm with a pan-European focus. Leveraging on the team’s extensive experience on both the Equity and Debt markets, Havenstone Capital is dedicated to managing investments across the entire investment cycle in the real estate market by managing and funding real estate projects in various asset classes.Visit our website; <a href="http://havenstonecapital.com/">havenstonecapital.com</a>This podcast was produced by <a href="http://dustpod.io/">dustpod.io</a>

8 total episodes available

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Frequently asked questions

Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.

What is 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.
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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