RealTimes Studio

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: [email protected]

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.

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: [email protected]

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.

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: [email protected]

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.

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: [email protected]

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.

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: [email protected]

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.

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: [email protected]

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.

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

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: [email protected]

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.

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

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: [email protected]

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.

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

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).

Contact: [email protected]

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.

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

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).

Contact: [email protected]

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.