Where Are the Real Estate Opportunities in Europe?

The video discusses the impact of ECB bond purchases, focusing on their limited effect on certain businesses. It highlights the growth potential of the private credit market due to bank retrenchment and increased regulation. The discussion shifts to opportunities in the Spanish real estate market, driven by distressed asset sales and financial recovery. The video also examines shifts in the European real estate market, with a focus on non-core assets in Spain, Italy, and Greece. Finally, it explores credit cycle dynamics, noting the differences between Europe and the US as they navigate different stages of the credit cycle.

What challenges and opportunities exist in the distressed asset market in Europe?

What are the current trends in the European credit cycle compared to the US?