The Unlocking Value Bulletin #2
Market Shifts, Emerging Opportunities & Bold Moves in CRE
Welcome to a new issue of the Unlocking Real Estate Value newsletter. Each week I will provide you with exclusive advice and professional insights to help you realise long-term value through real estate development.
The Unlocking Value Bulletin is back after a week off skiing in the Italian Alps!
This week, I've curated a list of thought-provoking and slightly controversial real estate stories that caught my attention.
The last couple of weeks have been very eventful and now more than ever I believe it’s important to keep up to speed with the news as the Global Geopolitical map is shifting.
How will all of this impact the Real Estate Sector in your region?
Let’s dive in.
Latest Deep Dive
Latest Unlocking Value Bulletin
1. PDF to DCF in minutes: Claude 3.7 and ChatGPT Deep Research can turn a PDF marketing teaser into a DCF-based analysis—the future is here.
Claude 3.7 and ChatGPT Deep Research can now turn a PDF marketing teaser into a DCF-based analysis—reshaping the future of financial modelling.
2. Fatherhood is the best (and Hardest) Investment I will ever make.
A personal reflection on the challenges and rewards of balancing fatherhood with professional ambitions.
3. How are my 2025 “predictions” for FoW going?
A mid-year review of my forecasts for the workplace trends of 2025—what’s on track and what’s way off?
4. In 1969, only 16% of American kids were driven to school.
In 1969, only 16% of American children were driven to school. How did we get here, and what does this shift say about urban planning and mobility?
5. “The AI Boom: Are Data Centers the New Environmental Villains of Real Estate?”
As Europe anticipates a record rollout of data center capacity in 2025, driven by AI and cloud computing demands, concerns are mounting about their substantial energy consumption and environmental footprint.
6. “From Offices to Homes: Is Landsec’s Strategic Shift a Sign of Office Space Obsolescence?”
Landsec’s decision to pivot from office investments to a multi-billion-pound rental housing business raises questions about the future viability of traditional office spaces in a post-pandemic world.
7. “Spain’s Real Estate Surge: A Bubble in the Making?”
With Spain leading Europe’s real estate market in 2025, concerns arise about potential overheating and the risks of a property bubble reminiscent of past economic downturns.
8. “Pope Francis’ Call to Action: Should the Church Be Europe’s Largest Landlord?”
Pope Francis urges the Church to utilize its vast property holdings to address Rome’s housing crisis ahead of the 2025 Holy Year, sparking debate on the role of religious institutions in real estate.
9. “The ‘Gold Card’ Visa: Fueling Housing Affordability Crisis in the U.S. and Lessons for Europe”
President Trump’s proposed visa program for wealthy immigrants could exacerbate the U.S. housing affordability crisis, offering cautionary insights for European countries considering similar initiatives.
10. “MIPIM 2025: Celebrating Real Estate Amidst Global Housing Crises—Tone-Deaf or Necessary?”
The annual MIPIM event in Cannes showcases real estate triumphs, but its extravagance faces criticism in light of ongoing housing affordability issues across Europe.
That’s all for today.
See you next week.
— Carlo
Founder and Managing Director Benigni
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This post is sponsored by Benigni a specialist development manager working with international investors to realise long-term value through optimised development strategies. To learn more click this link to our website.
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