Rodschinson Investment

10/06/2026

09/06/2026

Co-living is entering a new capital cycle in Europe. The question many owners, developers, and operators are asking right now:

Who is actually funding the next wave?
We mapped 47 publicly disclosed co-living deals from 2024 to 2026, then grouped the most active allocators by thesis, ticket size and geography.

The market is becoming more segmented.
Institutional REITs are still focused on stabilized core assets.
Operator platforms are scaling through management intensity and M&A.
Conversion specialists are targeting obsolete offices and tired stock.
Greenfield developers are taking longer-horizon risk where demand is deep.

Capital is available; the real challenge is matching the right asset with the right capital partner. A stabilized asset in Belgium does not speak to the same buyer as a conversion opportunity in the UK. A platform-led strategy in Spain does not attract the same capital as a core income product in the Netherlands. This is where most opportunities lose time:

Wrong buyer list.
Wrong ticket size.
Wrong investment thesis.
Wrong timing.

At Rodschinson Investment, we track mandates, active buyers, and capital appetite across European real estate markets to help owners and investors move faster with the right counterparties.

If you are holding a co-living asset, conversion opportunity, or development pipeline in Europe, we can help identify which allocators are most likely to engage.
Send us the word "ALLOCATORS," and we’ll share how we map the capital behind co-living.

05/06/2026

Office-to-co-living looks attractive on paper. Buy a B-class office around €1,800/m². Convert it into co-living. Stabilize the asset around €4,500/m². The spread immediately catches attention. That is usually where the real work starts.

We screened several office-to-co-living opportunities across different markets, and the same pattern kept coming back: many deals fail very early in the analysis. Physical fit. Floor-to-floor height. Zoning. MEP convertibility. Demand depth. Exit yield comparables.

One weak point can slow the project. Two weak points can damage the economics. Three weak points can kill the deal before due diligence even begins.

For investors, the real advantage is speed of conviction. Knowing which opportunities deserve time. Knowing which ones will consume months for very little upside. Knowing when to walk away before the market narrative becomes too expensive.

In distressed real estate, discipline often creates more value than ambition.
Curious to know how many “obvious” conversion opportunities are actually worth underwriting.

03/06/2026

CONGRATS TO THE HOSPITALITY TEAM—RODSCHINSON EUROPE 🎉

Last week, our Rod Hospitality team closed the sale of a hotel-restaurant near Kortrijk. 24 rooms, a restaurant, and solid room to grow, with space for another 12 to 13 rooms and a meeting hall.
A small deal for us. But one we're proud of. Small in size, but the way it came together is what makes it worth sharing.

Two parties, two very different goals. The owner wanted one thing: to retire. Quickly, and at a fair price. The buyer, a seasoned investor, already saw the project ahead: turning the building into quality rental studios.
Getting them to meet in the middle took work. The first offer came in 25% below asking, spread over four years, which simply didn't fit a seller ready to step away. So it took several rounds of negotiation, a lot of patience, and real persuasion on both sides. What unlocked it was the structure:
• A stronger purchase price
• Payment through an option structure
• 10% deposited with the notary at signing
• Deed completed within four months
• One condition only: a clear, unencumbered property
The seller retires with peace of mind. The buyer starts on solid footing. No friction, no surprises. That's the part we care about most: finding the structure that lets both sides win.

Are you active in the hospitality business and thinking about buying or selling? Ask us the right questions. That's what we're here for.
Rodschinson Investment—from valuation to deed.

26/05/2026

Amancio Ortega is reportedly negotiating an €850M office acquisition in Paris.
Not in 2019. Not at the top of the office cycle. Now.

While many investors are still avoiding office assets, the founder of Zara, through his investment vehicle Pontegadea, is reportedly in talks to acquire Capital 8, a major office complex in Paris, and that is the real signal. The office market has split into two completely different markets.

On one side: Secondary assets. Weak locations. High capex needs. Uncertain tenant demand. Difficult refinancing, on the other side: Prime CBD buildings. Institutional tenants. Modernized assets. Scarce locations. Long-term income visibility.

Capital is running away from average offices. This potential transaction shows that large private capital still wants office exposure when the asset is rare, well-located, and institutionally credible.

For owners and investors, the lesson is important: in 2026, the question is no longer, "Should we invest in offices?”
The real question is, which offices are still investable?
Because the market is paying for scarcity, location, tenant quality, and resilience.

At Rodschinson Investment, we believe the next office cycle will reward the most defensible ones.
Curious to know: would you still look at office assets today or only trophy assets in prime locations?