Insight: The European Debt Market’s Blind Spot — Restructuring Capability Becoming Increasingly Essential

Over the last decade, Europe’s real estate lending landscape has evolved quickly. Mainstream banks, private credit funds and challenger banks have all grown their lending franchises, often with strong underwriting discipline and well-managed risk frameworks. But the current cycle is bringing a new challenge that very few lenders — across the entire spectrum — have… Continue reading Insight: The European Debt Market’s Blind Spot — Restructuring Capability Becoming Increasingly Essential

Insight: Europe Is Becoming One Real Estate Market — And Hiring Is Changing With It

For years, investors talked about “European real estate” as if it were a collection of disconnected national markets. Understandably, as real estate at a granular level always has been, local. Today, that separation is fading fast. Capital, strategies and talent now move across the continent in a way that makes Europe feel closer to one… Continue reading Insight: Europe Is Becoming One Real Estate Market — And Hiring Is Changing With It

Carried Interest Guide for Real Estate Investment Professionals (Europe)

Carried interest – “carry” – is the piece of economics that turns a good real-estate investment job into genuine long-term wealth creation. In London and across Europe, carry is now a core part of compensation for investment professionals at private equity real estate funds, value-add/opportunistic managers and, increasingly, private credit platforms. But it is often… Continue reading Carried Interest Guide for Real Estate Investment Professionals (Europe)

Caravel Market Commentary: Hiring Trends in the European Real Estate Market (2025/26)

Clients often ask us the same question: “How’s the market? Who’s hiring? Who’s not?” It’s a fair question — but a deceptively broad one. Despite feeling “small” from the perspective of each participant, the European real estate market is vast. Research by McKinsey & Co shows that buildings and land make up roughly two-thirds of… Continue reading Caravel Market Commentary: Hiring Trends in the European Real Estate Market (2025/26)