RealTimes Studio

Mátyás Varga, Capila: Data first, then AI | EXPO REAL 2026 PeerView

Thu, 12 Nov 2026 15:26:40 GMT

Mátyás Varga of Capila explains how his team brings AI to real estate funds and developers by building a deterministic data layer first and letting the AI explain it. In this EXPO REAL 2026 PeerView he covers why a small pilot, even a free one, is the way in, why he calls BI tools outdated and says "SaaS is dead", where the sector is hardest to enter, and why IT security was the biggest blocker for the last three months. In conversation with Alexander Morari, MRICS, CEO of Shelton Reed.

More RealTimes PeerViews and EXPO REAL 2026 coverage: https://realtimes.co

Chapters

00:00 Intro: Mátyás Varga and Capila

01:16 Why AI is hard to sell into real estate

02:36 Deterministic data and the AI layer

05:16 Customers, dashboards and chat tools

07:15 Which sectors are open to AI

08:07 Track record: from developer to co-working CFO

10:07 IT security as the biggest blocker

11:17 Wrap-up

PeerView is a RealTimes conversation series recorded at EXPO REAL 2026 in Munich, sponsored by Shelton Reed.

Peer: Mátyás Varga, Capila

Peer (series sponsor): Alexander Morari, MRICS, CEO, Shelton Reed

#EXPOREAL2026 // #PeerView // #AIinRealEstate // #PropTech // #DataStrategy

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Andris Kovaļčuks, SG Capital: Poland first | EXPO REAL 2026 PeerView

Thu, 12 Nov 2026 10:14:38 GMT

Andris Kovaļčuks of SG Capital Partners explains why a Latvian alternative fund manager runs a forestry fund next to commercial real estate. In this EXPO REAL 2026 PeerView he covers how forest land is priced and why he sees a consolidation play, how timber growth and inflation build the return, what managing a forest involves, and why the firm now looks at development financing in Poland and the wider Central and Eastern Europe. In conversation with Alexander Morari, MRICS, CEO of Shelton Reed.

More RealTimes PeerViews and EXPO REAL 2026 coverage: https://realtimes.co

Chapters

00:00 Intro: Andris Kovaļčuks and SG Capital

01:04 Why a forestry fund

03:48 Consolidation, growth and expected returns

06:39 Running a forest: hunters and farmers

09:16 Value investing and structured finance

10:50 Poland and Central & Eastern Europe

12:16 Thank you

PeerView is a RealTimes conversation series recorded at EXPO REAL 2026 in Munich, sponsored by Shelton Reed.

Peer: Andris Kovaļčuks, SG Capital Partners

Peer (series sponsor): Alexander Morari, MRICS, CEO, Shelton Reed

#EXPOREAL2026 // #PeerView // #Forestry // #AlternativeInvestments // #Latvia

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Rochus Ebert, SEB: There when others aren't | EXPO REAL 2026 PeerView

Thu, 12 Nov 2026 10:14:14 GMT

Dr. Rochus Ebert, Head of Real Estate Coverage Germany at SEB, explains how the last Nordic bank active in Germany grew a niche real estate loan book to 1.1 billion in ten years. In this EXPO REAL 2026 PeerView he covers why family offices are both clients and competitors for bankable projects, why he says a conservative, low-LTV book is "not nervous at all" ahead of the German refinancing wall, how SEB treats distressed opportunities case by case, why prolonging loans is a relationship tool, and what a sponsor can say that makes a lender walk away. In conversation with Alexander Morari, MRICS, CEO of Shelton Reed.

More RealTimes PeerViews and EXPO REAL 2026 coverage: https://realtimes.co

Chapters

00:00 Intro: Dr. Rochus Ebert and SEB in Germany

01:58 Niche player: a 1.1 billion loan book

04:12 Family offices & the financing stack

06:07 Germany's refinancing wall

09:18 Distressed opportunities, case by case

11:53 Would he borrow from SEB? Extend & pretend

13:29 A deal that did not extend

15:07 Sponsor faux pas: what makes a lender walk away

16:59 Missing clients, and thank you

PeerView is a RealTimes conversation series recorded at EXPO REAL 2026 in Munich, sponsored by Shelton Reed.

Peer: Dr. Rochus Ebert, SEB

Peer (series sponsor): Alexander Morari, MRICS, CEO, Shelton Reed

#EXPOREAL2026 // #PeerView // #RealEstateFinance // #GermanRealEstate // #BankLending

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Kristi Hakkaja, Moderan: Traceable numbers | EXPO REAL 2026 PeerView

Wed, 11 Nov 2026 11:07:28 GMT

Kristi Hakkaja of Moderan Solutions explains how a lease and property management software platform helps landlords stay organized, keep their property value and save time. In this EXPO REAL 2026 PeerView she covers ideal clients from family offices to property managers, utility cost rules in Germany versus Central & Eastern Europe, why financial calculations must be rules-based and traceable, and why landlords need to measure consumption data more often.

More RealTimes PeerViews and EXPO REAL 2026 coverage: https://realtimes.co

Chapters

0:00 Intro: Kristi Hakkaja and Moderan Solutions

0:46 Process data and the landlord's monthly revenue

2:54 Ideal clients: owners, family offices & property managers

5:09 Thinking globally from a small market like Estonia

5:59 Utility cost rules: Germany versus Central & Eastern Europe

8:27 Why financial calculations must be rules-based & traceable

9:35 Unstable energy prices & knowing your cost structure

10:43 Measuring consumption data monthly, weekly, even daily

#EXPOREAL2026 // #PeerView // #LeaseManagement // #PropTech // #PropertyManagement

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Vilayat William, AVIXXI: Pilot, then scale | EXPO REAL 2026 PeerView

Wed, 11 Nov 2026 10:16:35 GMT

Vilayat William, co-founder of AVIXXI, explains how a resort site can be tested with relocatable units before a permanent building is committed. In this PeerView, recorded at EXPO REAL 2026, he talks about a six-month pilot on Lago Maggiore with four units and two concepts, why experiences matter more than the building, and how removable assets limit the downside. In conversation with Alexander Morari, MRICS, CEO of Shelton Reed.

Chapters

00:00 What AVIXXI does

01:11 Assets and the Lago Maggiore pilot

03:05 Relocatable wood-and-glass units

04:26 Customer journey: how the pilot was found and booked

05:25 Experience beats building: what lifts the rate

07:23 Governance and a limited downside

08:41 Activating a site before the permit arrives

09:58 The ecosystem lesson

10:47 Objections and the community response

12:40 What comes next: relocation and pipeline

14:20 End to end: role and local partners

15:23 Capital: from private to institutional investors

16:09 Closing

PeerView is a RealTimes conversation series recorded at EXPO REAL 2026 in Munich, sponsored by Shelton Reed.

Peer: Vilayat William, AVIXXI AG

Peer (series sponsor): Alexander Morari, MRICS, CEO, Shelton Reed

#PeerView #EXPOREAL #RealEstate #Hospitality #RealTimes

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Christoph Schäfer, Feldhoff: Talk in advance | EXPO REAL 2026 PeerView

Tue, 10 Nov 2026 12:57:41 GMT

Christoph Schäfer, Partner and Managing Director of Feldhoff & Cie., explains how the advisory group for the German real estate market handles communications in insolvencies, restructurings and M&A. In this EXPO REAL 2026 PeerView he covers the four companies of the group, why stakeholders and neighbours should be engaged early on a skyscraper project, and his move from journalism into real estate communications.

More RealTimes PeerViews and EXPO REAL 2026 coverage: https://realtimes.co

Chapters

0:00 Intro: Christoph Schäfer and Feldhoff & Cie.

0:19 Feldhoff & Cie.: an advisory group with four companies

1:04 Managing several crises at once: insolvencies and restructurings

3:06 Clients: the who is who of German real estate

3:44 The group: communications, live events, executive search, political advice

4:58 A private equity shareholder and the growth thesis

5:49 A skyscraper in Munich: which stakeholders to think of

7:51 Petitions and neighbours: engage early

10:01 NIMBY protests: are they ever weaponized?

11:10 From journalist to real estate communications

14:10 Winning and keeping clients

16:39 Onboarding a new client: the communications concept

18:02 A post-mortem: what communications cannot heal

19:46 M&A communications: getting the story right

#EXPOREAL2026 // #PeerView // #CrisisCommunications // #GermanRealEstate // #StakeholderEngagement

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Eelis Rytkönen, Foundry: Zombie assets | EXPO REAL 2026 PeerView

Mon, 09 Nov 2026 08:28:53 GMT

Eelis Rytkönen of Foundry Partners, a Helsinki development company focused on refurbishing and converting existing buildings, explains how it looks at empty offices and old social and healthcare facilities. In this EXPO REAL 2026 PeerView he covers office-to-housing and elderly care conversions, paper mills turned into data centers, and why reusing existing buildings is the long-term vision.

More RealTimes PeerViews and EXPO REAL 2026 coverage: https://realtimes.co

Chapters

0:00 Intro: Eelis Rytkönen and Foundry Partners

0:24 Foundry Partners: refurbishment & conversion of existing buildings

1:17 Focus areas: empty offices & old healthcare facilities

2:22 Successes of a two-year-old company

3:33 How a small team landed a large refurbishment project

4:42 Outsourcing and the chicken-and-egg problem

5:30 Conversions: office to housing & elderly care

6:11 Paper mills converted to data centers

8:53 Vision: the most attractive Nordic developer

10:37 Bringing zombie assets back to life

11:26 Circular economy is the last stage

#EXPOREAL2026 // #PeerView // #Refurbishment // #Helsinki // #CircularEconomy

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Fredrik Blom & John Helgesson, K2A | EXPO REAL 2026 PeerView

Mon, 09 Nov 2026 08:28:33 GMT

Fredrik Blom, co-founder of K2A Real Estate, and John Helgesson, who works on capital raising and the capital markets at K2A, explain why the Swedish developer builds modular timber housing. In this EXPO REAL 2026 PeerView they cover student housing in university cities, financing and international capital, selling part of the portfolio to fund the pipeline, and the plans for 2027.

More RealTimes PeerViews and EXPO REAL 2026 coverage: https://realtimes.co

Chapters

0:00 Intro: Fredrik Blom, John Helgesson and K2A

0:34 Who they are: a founder and the capital markets

1:18 Why timber: sustainability from the start

2:23 Student housing in university cities

3:05 Modular timber compared with traditional building

3:47 Speed, management and refining the product

4:40 Financing: certificates, GRESB and international capital

5:58 The debt spread and building for long-standing assets

6:42 Partial exits to fund the pipeline

7:29 Long-term capital partners wanted

8:49 Attracting capital: core investment is coming back

10:00 The biggest mistake: phone-based door locks

11:21 2027: a large student housing project in Lund

#EXPOREAL2026 // #PeerView // #TimberConstruction // #StudentHousing // #SwedishRealEstate

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Marco Kohla, GalCap: Locations over leases | EXPO REAL 2026 PeerView

Mon, 09 Nov 2026 08:28:13 GMT

Marco Kohla of GalCap Europe explains why the investor stays focused on Central & Eastern Europe, how it buys smaller office buildings in prime Warsaw locations and why sticky tenants matter more than lease length. In this EXPO REAL 2026 PeerView he also covers embassies as tenants, a Budapest office deal closed during COVID, and why he is cautious on logistics while looking at Resi4Rent and food-anchored retail parks.

More RealTimes PeerViews and EXPO REAL 2026 coverage: https://realtimes.co

Chapters

0:00 Intro: Marco Kohla and GalCap

0:54 Why GalCap focuses on Central & Eastern Europe

1:50 Risk profile and the premium of younger markets

2:38 Entering Warsaw through smaller office buildings

2:57 Prime inner-city locations that cannot be replicated

3:53 Sticky tenants and long-term stable cash flow

5:00 Embassies as tenants: more demanding, but loyal

6:12 Buying an office building in Budapest during COVID

8:14 The deal not to repeat: buying purely on a lease

10:11 Why not a new skyscraper in Warsaw

11:24 Is the market making a wrong bet?

13:13 Resi4Rent & food-anchored retail parks

#EXPOREAL2026 // #PeerView // #CEE // #Warsaw // #RealEstateInvestment

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Marc Harris, Vistra: Bad data stalls deals | EXPO REAL 2026 PeerView

Mon, 09 Nov 2026 08:27:53 GMT

Marc Harris, Head of Real Assets, EMEA at Vistra, explains how Vistra Fund Solutions serves real asset funds across Europe and why messy property data is the main pain point for fund administrators. In this EXPO REAL 2026 PeerView he covers digital tools and automation in fund services, data standardization from property managers up to industry bodies, where US fund managers are setting up in Europe, and what onboarding a new client involves.

More RealTimes PeerViews and EXPO REAL 2026 coverage: https://realtimes.co

Chapters

0:00 Intro: Marc Harris and Vistra

0:24 Vistra Fund Solutions: real assets across EMEA

1:19 Digital tools and automation in fund services

2:51 Data quality: the pain point for fund services

4:54 Where bad data starts: many property managers, many formats

5:41 An industry alliance for real estate data standards

7:15 A service provider, not an investor

8:02 Where the clients come from: Luxembourg, the UK and the US

9:07 Why US fund managers are setting up in Europe

10:35 One seamless operating model across Europe

11:40 Onboarding a new client: KYC, AML and due diligence

13:51 Welcome to the PeerView community

#EXPOREAL2026 // #PeerView // #CRE // #FundServices // #RealEstateData

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Max Barclay, Newsec: Regulated Rents | EXPO REAL 2026 PeerView

Mon, 09 Nov 2026 08:27:33 GMT

Max Barclay, CEO of Newsec, the service provider for real estate in the Nordics and Baltics, explains how rent regulation works across the Nordic countries and why it is often misunderstood by international investors. In this EXPO REAL 2026 PeerView he also covers faster permits and zoning, politics and long-lived buildings, and his leadership style as sole CEO.

More RealTimes PeerViews and EXPO REAL 2026 coverage: https://realtimes.co

Chapters

0:00 Intro: Max Barclay and Newsec

0:23 Newsec: services across the Nordics and Baltics

1:01 Rent regulation differs from country to country

2:22 A foreseeable and stable rent system

4:01 A policy wish: faster permits and zoning

5:05 Four-year politics and buildings that last

6:21 Why politics needs inertia in construction

8:12 From two CEOs to one: pros and cons

10:55 Leadership style: listening and deciding

12:05 Humor and presence in the office

12:50 The misperception: regulated rents as a red flag

14:19 Domestic and international investors in the Nordics

#EXPOREAL2026 // #PeerView // #NordicRealEstate // #RentRegulation // #RealEstateLeadership

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Helmut Mau, MDI: Up and to the right | EXPO REAL 2026 PeerView

Mon, 09 Nov 2026 08:27:13 GMT

Helmut Mau, Founder and Head of Advisory Board of MDI, describes how the company buys hotels and office buildings in Germany and why he still sees good deals in the market. In this EXPO REAL 2026 PeerView he talks about the mood at the fair, deals in smaller East German cities and why optimism is the only way forward.

More RealTimes PeerViews and EXPO REAL 2026 coverage: https://realtimes.co

Chapters

0:00 Intro: Helmut Mau and MDI

0:38 The mood at EXPO REAL 2026: less action than in past years

1:42 Four deals under negotiation: why it is still a good market to buy

2:44 Relation, relation, relation: deals where nobody wants to go

3:42 Refurbish, operate, then hand over to brands and operators

5:10 The challenges: a supply and demand gap

5:51 Where to go beyond Germany: still an office fan, mid-sized buildings

7:23 Optimism in a long crisis

9:05 Up and to the right

#EXPOREAL2026 // #PeerView // #HotelInvestment // #GermanRealEstate // #OfficeMarket

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

Fri, 30 Oct 2026 08:59:16 GMT

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 PeerViews 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

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

Fri, 30 Oct 2026 08:56:31 GMT

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 PeerViews 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

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

Mon, 26 Oct 2026 13:29:06 GMT

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.

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

Thu, 22 Oct 2026 11:43:50 GMT

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

Contact: Studio@RealTimes.co

Watch the films on YouTube: https://www.youtube.com/playlist?list=PLT56ZwZbqiD4

Follow RealTimes Studio for the next PeerView.

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

Thu, 22 Oct 2026 09:59:47 GMT

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

Contact: Studio@RealTimes.co

Watch the films on YouTube: https://www.youtube.com/playlist?list=PLT56ZwZbqiD4

Follow RealTimes Studio for the next PeerView.

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

Thu, 22 Oct 2026 09:59:26 GMT

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

Contact: Studio@RealTimes.co

Watch the films on YouTube: https://www.youtube.com/playlist?list=PLT56ZwZbqiD4

Follow RealTimes Studio for the next PeerView.

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Pascale Hein, blocher partners sustain | EXPO REAL 2026 PeerView

Tue, 20 Oct 2026 10:48:10 GMT

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

Contact: Studio@RealTimes.co

Watch the films on YouTube: https://www.youtube.com/playlist?list=PLT56ZwZbqiD4

Follow RealTimes Studio for the next PeerView.

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

Sat, 26 Sep 2026 06:58:00 GMT

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.

Daniela Baldo, Studio Marco Piva: designing homes with neuroscientists

Sat, 26 Sep 2026 06:57:33 GMT

A RealTimes PeerView: Daniela Baldo, Founding Partner and Chief Operating Officer of Studio Marco Piva, in conversation with Alexander Morari, MRICS, CEO of Shelton Reed, at the IPS Congress 2026 in Dubai. Her Milan practice runs an in-house research centre spanning master planning, architecture, interiors and product design. Baldo sets out Forever Young, a residential longevity concept developed with neuroscientists, longevity doctors, lighting and MEP consultants, psychologists and sociologists, not architects alone, and argues wellness amenities were never enough, because the spa gives the guest a transformational experience and then returns them to the same normal life. StudioMarcoPiva.com

Watch the film on YouTube: https://youtu.be/4xJl3qVv1ls

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: Daniela Baldo, Studio Marco Piva

01:12 Self-introduction, and five continents of work

02:18 A flexible concept, not a fixed building

03:47 Beyond architects: longevity doctors and Forever Young

05:29 Award-winning spas, and why they were not enough

06:58 Luxury now: conscious, not status

08:08 Art-led, not brand-led

08:38 Who decides on design in the Gulf

11:03 The villa bigger than a hotel

12:47 From marketing tool to something real

13:18 The Dubai Longevity Authority

Peer: Daniela Baldo, Founding Partner and Chief Operating Officer, Studio Marco Piva

Peer (series sponsor): Alexander Morari, MRICS, CEO, Shelton Reed

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

Walid Kushtoban, Marygold Studio

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.

Marco Piva, Studio Marco Piva: Dubai is islands, not yet one city

Sat, 26 Sep 2026 06:57:06 GMT

A RealTimes PeerView: Marco Piva, Co-Founder of Studio Marco Piva, in conversation with Alexander Morari, MRICS, CEO of Shelton Reed, at the IPS Congress 2026 in Dubai. His Milan practice calls itself an academy of sciences rather than an architectural firm, and in his words it brings together more than 17 nationalities. Dubai, he argues, is not yet one city but a set of areas that still read like islands. Italy, he says, is the worst place in the world to develop. StudioMarcoPiva.com

Watch the film on YouTube: https://youtu.be/7SrMqgaDs5c

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: Marco Piva, Studio Marco Piva

00:30 Self-introduction: design at every scale, and 17 nationalities in one Milan office

02:14 Dubai as islands still becoming one city

04:38 Dubai-ology, and the sandbox for architects

08:51 Italy, Rome, and the Venice hotel nobody could touch

12:51 Fifteen-minute cities and unknown neighbours

16:02 China and the ghost cities

17:39 Beauty by design: mixed use over zoning

20:06 Embodied energy and the Iceland recycling project

Peer: Marco Piva, Co-Founder, Studio Marco Piva

Peer (series sponsor): Alexander Morari, MRICS, CEO, Shelton Reed

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

Daniela Baldo, Studio Marco Piva

Walid Kushtoban, Marygold Studio

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.

Tom Walker, Schroders: listed real estate's strength sits in America

Thu, 24 Sep 2026 12:13:54 GMT

A RealTimes PeerView: Tom Walker, Co-Head of Global Listed Real Estate at Schroders, in conversation with Alexander Morari, MRICS, CEO of Shelton Reed, at PropTech Connect Europe 2026 in London. Walker invests in publicly listed real estate securities rather than operating buildings, which gives him a read on where capital is actually rewarded. He is blunt about it: the strength in public real estate markets is in the US, Asia comes second, and Europe is lagging. He names data centers, senior housing and retail as the three sectors generating the strongest earnings this year, argues prime assets are not overvalued because they can still grow rents faster than the cost of debt is rising, and explains why he wants data centers in cities rather than in the middle of nowhere. schroders.com

Watch the film on YouTube: https://youtu.be/ZLMKFcL7rm0

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: Tom Walker, Schroders

00:30 Where the strength is: US ahead, Europe lagging

01:06 Data centers, senior housing and retail

01:58 Flight to quality, and whether prime is overvalued

03:12 Growing earnings faster than the cost of debt

03:49 Do cheap Asian models threaten data center demand?

05:26 Why data centers belong in cities

07:00 What the PropTech floor changes, and for whom

08:09 Noise versus NOI, and the consolidation ahead

Peer: Tom Walker, Co-Head of Global Listed Real Estate, Schroders

Peer (series sponsor): Alexander Morari, MRICS, CEO, Shelton Reed

Contact: Studio@RealTimes.co

More RealTimes PeerViews from PropTech Connect Europe 2026, London:

Thomas Kaechele, M&G Real Estate

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.

Thomas Kaechele, M&G Real Estate: beds and sheds still win

Wed, 23 Sep 2026 13:53:21 GMT

A RealTimes PeerView: Thomas Kaechele, Head of Germany and CEE at M&G Real Estate, in conversation with Alexander Morari, MRICS, CEO of Shelton Reed, at PropTech Connect Europe 2026 in London. Fourteen years into the role, Kaechele explains why beds and sheds still leads M&G's regional allocation, and why he stays prudent on data centers as a real estate asset class. M&G Real Estate is the real estate investment arm of M&G Investments, managing real estate debt and equity investments across the UK, Europe and Asia Pacific. MandG.com/realestate

Watch the film on YouTube: https://youtu.be/NMt3ACkjwso

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: Thomas Kaechele, M&G Real Estate

00:44 Panel takeaways: AI and technology in real estate investment

02:16 Real estate turns operational, not just bricks and mortar

04:55 Portfolio allocation: beds and sheds lead M&G's strategy

07:33 The data center debate: a land bank game, not a real estate one

11:40 Career path: from engineering to fund management

13:01 Year end outlook and staying prudent through surprise

14:06 Sign off: looking ahead to Expo Real

Peer: Thomas Kaechele, Head of Germany and CEE, M&G Real Estate

Peer (series sponsor): Alexander Morari, MRICS, CEO, Shelton Reed

Contact: Studio@RealTimes.co

More RealTimes PeerViews from PropTech Connect Europe 2026, London:

Tom Walker, Schroders

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.

Jean-Paul Sacy, Wand AI: making AI agents as accountable as humans

Wed, 23 Sep 2026 13:52:44 GMT

A RealTimes PeerView: Jean-Paul Sacy, Global Head of Partnerships at Wand AI, in conversation with Alexander Morari, MRICS, CEO of Shelton Reed, at the IPS Congress 2026 in Dubai. Sacy explains why Wand AI is moving organizations from using AI as a tool to deploying agents that are as accountable and traceable as a human workforce, and why he expects nations, not only enterprises, to eventually need to register and control AI agents the same way.

Watch the film on YouTube: https://youtu.be/NwuVcHkOMI8

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

Jean-Paul Sacy is Global Head of Partnerships at Wand AI, which builds infrastructure for organizations to run hybrid human-and-AI-agent workforces. Wand.ai

00:00 Introduction: Jean-Paul Sacy, Wand AI

00:30 Wand AI's operating system for deploying agents

01:29 From AI as a tool to accountable, traceable agents

04:16 Fortune 500s, nations, and taxing AI agents

06:25 Trust, company boards, and the two extremes of AI adoption

10:15 The OS stack: compute, LLM, agents, workforce

12:44 Why the battle has moved past the LLM

15:19 Hyperscalers, sovereign clouds, and private clouds

16:11 Sign off

Peer: Jean-Paul Sacy, Global Head of Partnerships, Wand AI

Peer (series sponsor): Alexander Morari, MRICS, CEO, Shelton Reed

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

Marco Piva, Studio Marco Piva

Daniela Baldo, Studio Marco Piva

Walid Kushtoban, Marygold Studio

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.

Marwan Houri, AE7: your client's success is their client's success

Wed, 23 Sep 2026 13:52:06 GMT

A RealTimes PeerView: Marwan Houri, Vice President, Business Development & Strategy at AE7, in conversation with Alexander Morari, MRICS, CEO of Shelton Reed, at the IPS Congress 2026 in Dubai. AE7 is a multi-disciplinary architecture, planning and engineering design firm with offices in North America, the Middle East and Europe. Houri explains why AE7's projects, from Mohammed Bin Rashid City to the Azizi Tower, which he describes as the world's second-tallest tower at 725 metres and 131 floors, keep the same clients returning, and why he treats the end user, not only the developer, as the firm's ultimate client. AE7.com

Watch the film on YouTube: https://youtu.be/dRcNo1IAQsk

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: Marwan Houri, AE7

00:30 From architecture to AE7: Mohammed Bin Rashid City, Dubai Canal, Azizi Tower

02:15 Reputation: designing projects that actually get built

04:01 Understanding each client's real priorities

05:41 Client key success indicators, not just KPIs

06:39 Thinking like your client's own team

07:24 Business empathy: the end user is the ultimate client

08:38 Sign off: success is your client's client's success

Peer: Marwan Houri, Vice President, Business Development & Strategy, AE7

Peer (series sponsor): Alexander Morari, MRICS, CEO, Shelton Reed

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

Jean-Paul Sacy, Wand AI

Marco Piva, Studio Marco Piva

Daniela Baldo, Studio Marco Piva

Walid Kushtoban, Marygold Studio

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.

Amit Puri, BCD Global: Dubai's market sits under 2 million dirhams

Wed, 23 Sep 2026 13:51:29 GMT

A RealTimes PeerView: Amit Puri, CEO of BCD Global, in conversation with Alexander Morari, MRICS, CEO of Shelton Reed, at the IPS Congress 2026 in Dubai. BCD, short for Bhandari Construction and Development, was founded in India in 1952 and spent seven decades as a contractor, delivering roughly 160 million square feet across seven markets, before it began developing on its own account. Puri explains why the company builds for end users in the sub two million dirham band, where he says 62 percent of last year's Dubai sales landed, and why it grows without external debt. Carpe Diem, the principle he carries as a tattoo, is engraved into his modus operandi, and it shows in how BCD Global moves. TheBCDGlobal.com

Watch the film on YouTube: https://youtu.be/aemYohkteng

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: Amit Puri, BCD Global

00:36 From 1952 Indian contractor to Dubai developer

02:21 The sub two million dirham end user segment

03:22 Why Dubai: published land prices and transparency

04:55 Growing without external debt

07:31 Contractor turned developer, and what the legacy changes

10:30 What London can learn from Dubai

14:17 Cities that treat real estate as a vitamin

19:11 Architect or spreadsheet: where a decision starts

22:05 Sign off

Peer: Amit Puri, CEO, BCD Global

Peer (series sponsor): Alexander Morari, MRICS, CEO, Shelton Reed

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:

Marwan Houri, AE7

Jean-Paul Sacy, Wand AI

Marco Piva, Studio Marco Piva

Daniela Baldo, Studio Marco Piva

Walid Kushtoban, Marygold Studio

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.