Strategies.
Our Approach
We adopt a rigorous, bottom-up approach to investment selection. Each opportunity is evaluated not only on its financial metrics, but also on market fundamentals, structural trends, and long-term potential.
By anticipating how markets evolve, we aim to secure first-mover advantages and create resilient, sustainable portfolios for our investors.
Investment
Strategies
Living
We invest in residential assets and land with development potential, focusing on multifamily, build-to-sell (BTS), build-to-rent (BTR), and flexible living solutions. Our Living assets are located in high-growth markets such as Spain, Italy, and the USA, combining stable income generation with long-term capital appreciation.
Distressed
Gibbon has extensive experience managing distressed real estate opportunities, including REOs (Real Estate Owned), NPLs (Non-Performing Loans), and work-in-progress (WIP) developments.
Our team has successfully navigated complex situations such as squatted assets, incomplete projects, and non-performing exposures, unlocking value where others see risk. By combining legal, technical, and financial expertise, we are able to restructure, reposition, and monetize distressed assets — generating opportunistic returns for our investors while mitigating downside risk.
Hospitality
Our hospitality strategy targets value-add acquisitions and repositioning of hotels in Southern Europe. We focus on large single assets and portfolios with potential for operational improvement, capex repositioning, and branding upgrades. Our proven track record includes collaborations with global brands such as Hard Rock, IHG, and Hyatt, as well as innovative partnerships with local operators.
Industrial & Logistics
We invest in logistics hubs and industrial assets across Europe, Switzerland, and the UK. Tenanted by blue-chip, globally recognized companies, these assets deliver resilient income streams and long-term value-add potential. Strategic connectivity and rising demand for logistics underpin this portfolio.
Origination
Over the years, we have cultivated a broad and trusted network of market participants — including banks, lenders, developers, operators, and institutional partners — across Spain, Portugal, Italy, and wider Europe. This network, combined with our proven reputation, gives us access to opportunities before they reach the open market.
Our ability to source transactions early allows us to enter into bilateral negotiations, structure deals with greater flexibility, and secure attractive terms for our investors. By leveraging our local presence, deep market knowledge, and longstanding relationships, we consistently identify unique investments that others cannot access, driving superior returns and creating sustainable value.
From noise to clarity, shaping deals and ringing our value.
Every market creates noise. We cut through it with experience, judgment, and selectivity — pursuing only the opportunities that truly create value.
At Gibbon, origination is not about volume, but precision — transforming countless possibilities into a handful of high-conviction investments.
Top of Funnel – Market Opportunities
– 100% of opportunities screened
– Wide network access: banks, developers, lenders, operators, partners
– Mix of on-market and off-market deals
Initial Screening
– Quick assessment of fundamentals
– Market trend alignment
– Regulatory / legal feasibility
– % eliminated here: ~70–80%
Detailed Due Diligence
– Financial modelling & stress-testing
– Technical and legal analysis
– ESG and compliance review
– % eliminated here: ~15–20%
Investment Committee
– Cross-functional evaluation
– Risk/return calibration
– Alignment with investor mandates
– Only a select few opportunities advance
Execution
– Negotiation (often bilateral)
– Deal structuring & financing
– Active asset management plan
Outcome – Investments
– <5% of initial deal flow
– High-conviction investments with strong fundamentals
– Designed for long-term value creation and opportunistic returns