Flexible Capital & Local Depth - Giulio Passanisi, Sixth Street

Описание: Flexible Capital & Local Depth - Giulio Passanisi, Sixth Street

At the GRI Chairmen’s Retreat Europe 2026, Giulio Passanisi (Sixth Street) joins Gustavo Favaron for a strategic conversation on navigating volatility, culture-driven leadership, and where capital is finding attractive returns in Europe today.

With over $125 billion in assets under management and 270 institutional relationships globally, Sixth Street has evolved into a major flexible capital solutions provider. In this interview, Passanisi reflects on building culture at scale, adapting across cycles, and why agility is no longer optional in real estate investing.

Key themes discussed include:

Why culture is the backbone of long-term investment platforms
Navigating real estate cycles from 2005 to today’s uncertain macro environment
The shift from vintage-driven returns to value creation through flexibility
Providing liquidity solutions to high-quality assets facing repricing
Growth in living sectors and industrial across Europe
Backing scalable credit platforms with strong unit economics
Why deep local knowledge is critical in European markets
Why the UK currently presents some of the most attractive return profiles

As markets reprice and liquidity tightens, flexible capital and disciplined underwriting are becoming decisive competitive advantages.

This discussion forms part of GRI’s ongoing mission to connect senior decision-makers in environments of trust, enabling deeper dialogue around capital, risk and long-term value creation.

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00:00 – The need for flexibility and adaptability in real estate cycles
00:33 – Introducing Sixth Street: growth from $3bn to $125bn AUM
01:32 – Culture as the backbone of institutional platforms
02:12 – Entering real estate in 2005 and navigating the global financial crisis
03:52 – Managing volatility and running through the cycle
04:34 – Where value creation is happening today
05:13 – Flexible capital and liquidity solutions for repriced assets
05:46 – Focus on living sectors and industrial
05:58 – Advice for young professionals: adaptability and global exposure
06:44 – Why Europe requires deep local expertise
07:20 – Why the UK currently offers attractive return opportunities

Learn more about the GRI Institute here: https://www.griinstitute.org/

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