Cross-border decisions where the market reading shaped the outcome.

These case studies reflect the kind of work Fuentes Investments is built for: cross-border decisions where sector strength alone is not enough, and where the quality of the market reading materially shapes the outcome.

Real Estate Investment in Spain

A logistics-led investment needed assessing against a still-recovering market. With European real estate investment having reached €206 billion in 2024 — up 23% — capital was active but selective. The review focused on asset quality, local demand and capital-market conditions, asking which European assets still justified new capital.

Investment screeningAsset quality reviewCorridor & demandCapital allocation

€0B

European real estate investment in Q1 2026, up 3% year on year — recovery in progress rather than complete.

A single logistics asset can look very different once viewed through rental resilience and the current investment cycle.

Advisory in Ontario & Alberta

A regional expansion mandate across two provinces with very different dynamics. Ontario recorded the country's largest provincial manufacturing increase that month, while Alberta posted the largest decline — a contrast that showed why a single national view would have been too blunt for the decision at hand.

Provincial evaluationEntry assessmentSector reviewTiming & route-to-market

$0B

Ontario manufacturing sales, February 2026 — the largest provincial increase in the country that month.

Ontario and Alberta can require different answers even inside the same national market.

Shipping Advisory in the Horn of Africa

A shipping-focused mandate on a corridor linked to the Bab al-Mandab Strait and the wider Red Sea route. Berbera Port showed why access matters: capacity more than tripled from 150,000 to 500,000 TEU, while average vessel turnaround fell from 64 hours in 2018 to around 25 in 2024 — concrete trade effects that reshape an operating case.

Route assessmentPort-linked reviewCorridor performanceAccess conditions

0k TEU

Berbera Port capacity — more than tripled, as turnaround fell from 64 to ~25 hours.

Infrastructure performance can materially alter how a shipping opportunity should be valued.

Renewable Projects in Central & Eastern Europe

A review of renewable opportunities across Poland, Romania and Austria. With EY's attractiveness index highlighting the region — yet commentary stressing delivery over headline targets — the task was to test which projects held up once regional demand, grid setting and execution risk were taken into account.

Early-stage reviewInvestment assessmentMarket prioritisationExecution analysis

0 markets

Poland, Austria and Romania — strong ambition, but delivery conditions decide the economics.

The opportunity is real, but the strongest projects are the ones that can actually be delivered.