Residential.

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Market notes from our desk —
monthly.

Short, sharp briefings on European real-estate equity flows, Basel IV, and deal structure. No fluff.

i Capital flows and equity structure across Germany, UK, France, Spain, Luxembourg.
ii Regulatory notes — Basel IV, CSRD, SFDR — what actually matters to deal structure.
iii Select case notes from our ready-to-build pipeline.

Ships month-end ~8 min read

ISSUE 18 · APR 2026

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“Why the German residential stack is re-pricing — and which ready-to-build windows close first.”

Partner note Capital structure