Where Are Real Estate Returns in Europe Right Now?, with Lisa Strohbücker

Where Are Real Estate Returns in Europe Right Now?, with Lisa Strohbücker

European residential real estate is in a prolonged repricing cycle, and disciplined operators are rethinking where returns actually come from.

In this GRI Institute interview recorded at Deutsche GRI 2026, Diego Tavares, Managing Director Europe, GRI Institute, sits down with Lisa Strohbücker, Head of Investment, Heimstaden, to discuss why institutional players are prioritising portfolio optimisation over new acquisitions, and the very specific conditions under which new build residential still makes sense today.

Lisa shares her view on:
🔹 Why the European investment market remains slow and highly selective despite growing capital availability.
🔹 How operators are managing existing assets to green and improving NOI before pursuing new deals.
🔹 The parameters that make new build residential viable, including location, scale, and rent thresholds.
🔹 Why build-to-rent only works in Germany's top seven cities.
🔹 The regulatory risk looming over Germany's free-market new build segment.
🔹 Growing interest in B and C locations as core markets price out returns.

To watch the full video, access: https://youtu.be/0kqF1Ck5GfM?si=8Jc2pC01ujUVBv2L

Subscribe to the GRI Institute YouTube channel for more conversations with global leaders shaping the future of real estate, infrastructure, and capital markets.
Discover our ecosystem and become a member: http://www.griinstitute.org

#GRIInstitute #RealEstate #EuropeanRealEstate #BuildToRent #GermanRealEstate #ResidentialRealEstate #PortfolioOptimisation #PropertyInvestment #CRE #DeutscheGRI

Видео Where Are Real Estate Returns in Europe Right Now?, with Lisa Strohbücker канала GRI Institute