How New U.S. Tariffs Affect the Commercial Real Estate Market – Opportunities, Risks and Scenarios

The residential investment market is currently the asset class with the highest turnover, well ahead of office, logistics and retail. Although the long-term average was missed by 40% in the first quarter of 2025, the previous year’s quarterly result was more than tripled.

While the infrastructure sector is large and diverse, we’ve chosen to focus our last blog of this series on the digital sector where the long-term scale of asset creation is likely to be especially large and the implications of deglobalisation may be particularly relevant.

Green hydrogen is considered a key technology for the energy transition – but what are the most attractive opportunities for investors at the moment? And what factors are decisive for turning green hydrogen into a promising investment?

In this episode, Alex Koriath and his guest, Nic Schellenberg, discuss the basics and benefits of secondaries in the private capital markets space.

As global megatrends around urbanisation and digitalisation accelerate, real estate markets are being reshaped in ways that present compelling opportunities for alternative lenders.