Hospitality trends, Southern Europe cross-border investments, UK multi-let industrial strategies, and happy holidays!
(Ekaterina Pokrovsky | Adobe Stock)

Hospitality trends, Southern Europe cross-border investments, UK multi-let industrial strategies, and happy holidays!


Happy Holidays, we’ll be back soon!

As we arrive at the last edition of our weekly newsletter for 2024, we would like to take this opportunity to wish you all a wonderful holiday season and a happy new year!

After 80 activities, more than 30 exclusive reports, 60+ articles, 70 video interviews, and over 70 editions of this newsletter sent in 2024, it has been a busy 12 months for GRI Club Europe, so we will be taking the next two weeks to recharge and prepare for an even more successful and prosperous year in 2025.?

We will be returning on January 10th with a new edition of GRI Insights Europe - see you in the new year!


Key takeaways from GRI Hospitality Europe 2024

(GRI Club)

Last month, the inaugural edition of GRI Hospitality Europe 2024 took place in Madrid, bringing together industry leaders, investors, and operators to discuss current trends, strategic approaches, and future expectations in the hospitality sector.

?? Topics covered by participants during the discussion panels at the meeting included the growth of the hospitality sector, the rise of branded residences, modern leisure resort requirements, the definition of luxury, and much more.

We’re pleased to share the key takeaways from these high-level conversations on the GRI Hub. Featuring decision-maker perspectives on value-add strategies, refinancing, new hybrid models, and the importance of local partnerships, don’t miss out on the key issues impacting the hospitality sector in 2025.

?? Check out all insights HERE.


Cross-Border Real Estate Investments in Southern Europe

(Bearfotos | Freepik)

With Southern Europe increasingly seen as an attractive destination for real estate investments, the most prominent players active in the region gathered earlier this month for an online GRI Club Meeting to discuss Cross-Border Investments in Southern Europe.

?? The conversation addressed the opportunities across sectors in Spain, Portugal, and Italy, revealing that these increasingly attractive real estate investment destinations offer strong economic positioning and a range of opportunities for diversification and returns.

The lengthy process for obtaining permits in Portugal and Italy hindering scalability was a key challenge raised during the discussion, although Spain was revealed to be increasingly streamlined as a result of the government's alignment with the investment sector.

?? Read the full article on the GRI Hub HERE.


Geopolitical Resilience in Light Industrial Real Estate

(GRI Club)

Mark Bowden , Executive Director at Caisson iO , recently joined us at GRI Light Industrial & Logistics 2024 where he gave an exclusive interview addressing the key trends and asset management strategies in the UK’s Multi-Let Industrial (MLI) market.

?? Mark emphasised how tenant resilience has played a key role in maintaining stability, even during major global disruptions such as the Global Financial Crisis, Brexit, and COVID.

Regarding tenant demands, the sector has experienced a certain transformation, but not in terms of technology and automation, as is the case in the big box sector, explained Mark. Rather, there has been a shift from low-value tenants, such as car body repair shops, to higher-value ones, including trade counters, wholesalers, and B2C businesses.

Mark also revealed a stark transformation in Caisson IO’s tenant base, with their MLI portfolio going from 70% low-value tenants a decade ago to 70% high-value today.

?? Watch the full interview with Mark Bowden HERE.


Other News ??

?? ECB’s Lagarde says ‘darkest days’ of high inflation are behind Eurozone

?? PwC survey: Bid-ask spreads narrowing, M&A to pick up in 2025

?? The art of measuring risk in real estate investment

?? Global Investment Outlook: 2025 Strategies & Insights - Hines?

?? What do Labour, the Budget and Trump spell for commercial property??

??? Germany’s Olaf Scholz loses confidence vote, triggering early election

?? UK 'doesn't have enough builders' for Labour's 1.5m homes?

?? German property investors face steady rates but more uncertainty??

Corporate Radar ??

?? Blackstone buys Central Europe logistics portfolio from TPG, Contera?

?? Tallest building in the City of London gets green light

??? GLP acquires land in France for logistics development?

?? HB Reavis secures £160m green loan from HSBC?

?? Valesco secures €600m refinancing of Brussels tower?

??? Aedas Homes sells 944 affordable rental homes to Avalon for €100M in Spain

?? HBD and Feldberg launch new £1bn I&L platform

??? Savills IM acquires 4 supermarkets in Portugal


If you’ve enjoyed GRI Insights, don’t forget to subscribe!?


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