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In-Company Visit — Hines
An in-company visit to Hines, the global real estate investment, development and management firm, at their Milan offices. The visit centered on Hines' recent projects and active investments across the Italian market, with a deep dive into their approach to value-add and core-plus strategies, asset management, and sustainability-driven development. Members toured the offices and participated in a working session with Hines' acquisitions and asset management teams, who walked through case studies on recent acquisitions and development projects, illustrating the underwriting process, market positioning, and post-acquisition business plans.
In-Company Visit — Eastdil Secured
An in-company visit to Eastdil Secured, the premier real estate investment bank, at their Milan offices. The visit was structured around Eastdil Secured's recent advisory mandates and capital markets transactions, with the team presenting case studies on large-scale office and logistics deals closed over the past year. Members gained an in-depth understanding of how Eastdil Secured structures capital stack solutions, advises on dispositions and recapitalizations, and sources capital from institutional investors. The session closed with a Q&A on career paths in real estate investment banking and the skills most valued in the industry.
Round Table with Equita — M&A in Real Estate Transactions
An exclusive round table hosted at Bocconi with Equita, one of Italy's leading independent investment banks, focused on M&A dynamics within real estate transactions. The discussion explored the role of advisory in large-scale property deals, valuation methodologies, deal structuring, and the current trends shaping the Italian and European real estate M&A landscape. Members had the opportunity to engage directly with Equita's professionals, gaining first-hand insights into the mechanics of cross-sector real estate transactions.
JPMORGAN CHASE 270 PARK AVENUE: THE NEW TROPHY OFFICE PARADIGM
This article examines JPMorgan Chase's 270 Park Avenue as a new benchmark for trophy offices, analyzing its design, sustainability, market positioning, valuation and key investment risks in the context of the post-pandemic flight to quality.
PALM JEBEL ALI: VISION OR VIABLE MEGAPROJECT?
An analysis of Palm Jebel Ali's revival, examining its development costs, financing structure, revenue model and international demand while assessing whether Dubai's ambitious waterfront megaproject can achieve sustainable long-term value creation.
IS REAL ESTATE AN INFLATION HEDGE?
An examination of real estate as an inflation hedge, exploring how rents, cap rates and interest rates interact across property sectors and why inflation protection depends on market conditions, lease structures and investment horizon.
STUDENT HOUSING IN MILAN: PROFILE AND VALUATION OF APARTO RIPAMONTI
An analysis of Milan's student housing market and Aparto Ripamonti, assessing its competitive positioning, operating model and investment fundamentals, together with a 10-year DCF valuation and the potential impact of new student housing supply in Porta Romana.
DATA CENTRES AS THE NEW CORE REAL ESTATE ASSET: MAPPING EUROPE'S MARKET, VALUATION, AND LOCATION DYNAMICS (2020–2025)
An analysis of Europe's rapidly expanding data centre market, examining investment and valuation trends, hyperscale and colocation models, location fundamentals, ESG requirements and how AI-driven demand, power constraints and connectivity are reshaping digital infrastructure as a core real estate asset.
EQUITY RESEARCH REPORT: MAPLETREE LOGISTICS TRUST
An equity research analysis of Mapletree Logistics Trust, covering its Asia-Pacific logistics portfolio, industry outlook, competitive positioning, growth strategy, capital structure, financial performance and valuation, with a focus on key drivers shaping future shareholder returns.