About 404 Capital Media
404 Capital Media is where we publish short market notes, longer outlooks, and operating observations on European real estate.
The aim is simple: share our perspective on where the cycle sits, what is changing in capital markets, and how we think about execution risk in real assets.
Our primary geographic focus is the United Kingdom and Iberia. We write selectively about other European markets where we have trusted operator relationships.
What we publish
- Outlooks: cycle positioning, rates, refinancing and liquidity conditions
- Market notes: sector and submarket observations, pricing mechanics, underwriting considerations
- Execution themes: operational levers, repositioning work, governance and decision making
- Frameworks: tools we use to think clearly, including our cycle-clock view
How to read it
This is written for professional investors, operators, and intermediaries.
We avoid sales language. We avoid certainty where it is not warranted. Where we reference data, we cite public sources.
About 404 Capital
404 Capital ("404") is a real estate investment management platform investing across value-add and opportunistic situations. We deploy both equity and credit, focusing on opportunities where mispricing, complexity, or transition creates the potential for attractive risk-adjusted outcomes.
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Contact
For introductions, commentary, or to compare notes, reach us via the contact details on our main site, or info@404capital.io.