Briefings, playbooks, data.
Long-form research and working frameworks our desk writes for institutional committees and mid-market sponsors. Three formats, one standard.
- i WHITEPAPER
Germany 2026: The Ready-to-Build Window.
Supply thesis, yield recalibration, and where the next 18 months of equity gets priced.
32 pages Institutional GatedA market-structure thesis on why German tier-1 residential and PBSA is set up for a two-year equity outperformance window, with city-level supply, absorption, and debt-gap data. Written for committee decks.
- Berlin, Munich, Hamburg, Frankfurt — scheme-by-scheme supply pipeline through 2027.
- Basel IV LTC impact modelled against 180 comparable debt packages.
- Residual land values across seven micro-markets, compared to 2019–2024 baseline.
- ii PLAYBOOK
The Developer’s Equity-Structure Checklist.
Twelve questions to answer before you open a data room.
14 pages Working paper GatedThe exact pre-diligence framework we use when a sponsor’s IM lands on our desk. If you answer these twelve questions cleanly, your equity raise moves from 6 months to 6 weeks. Free to download.
- Senior-debt-first sizing: how to anchor your stack before you talk to equity.
- Permit, GMP, and DSCR red flags that kill term sheets in diligence.
- Template information-memorandum structure with section weightings.
- iii DATA BRIEF
European Yield Map, Q4 2025.
Prime and value-add yields across eight asset classes, seven countries, updated quarterly.
8-page brief Quarterly GatedOur working yield map. Prime office, prime resi, PBSA, logistics, data centre, mixed-use, high-street retail, and co-living across DE, UK, FR, ES, IT, LU, and NL. Updated every 90 days.
- Bid–ask spread by asset class, plotted against 10-year swap.
- Value-add uplift over prime — median and 80th percentile.
- Deal-volume direction arrow per geography.
Want the underlying data, not just the PDF?
Institutional allocators and qualified sponsors can access our full data room on request.