Cases

Answers from theory and practice to the key questions of real asset investment. Investment cases and best-in-class approaches for investors, asset managers and other market players.

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Infrastrukturinvestments
Comment Weekly

Decision Logic Infrastructure: Speed, Depth and Filter

Infrastructure remains in place – but in 2026, speed, depth and filters will once again become significantly more important in the investment decisions of institutional investors.
by Tobias Moroni | Institutional Investment Partners
CasesInfrastructure

All posts in this category

Analyse

RATISBONA Handelsimmobilien takes stock of 2025: Timber construction establishes itself in the food retail sector despite challenging market environment

RATISBONA Handelsimmobilien has built a total of 17 new food markets in timber construction in 2025, despite rising construction costs and challenging market conditions. The projects show the ecological and economic advantages of timber construction.

by RATISBONA Handelsimmobilien
CasesMarketsReal Estate
Article Comment Weekly

Core is not equal to freedom of investment – Lifecycle matters

Core stands for stability and predictability in real estate investment. But if existing properties require high reinvestments, the question arises as to whether core classifications fully reflect the real estate life cycle – and what consequences this has for exit strategies of open-ended funds.

by Tobias Moroni | Institutional Investment Partners
CasesReal Estate
Article Comment Weekly

Netherlands reforms its pension funds – and creates billions of dollars in real asset opportunities

The Dutch law on the future of old-age provision changes the allocation logic of entire pension systems. This will lead to a fundamental change in Europe's largest funded pension system.

by Tobias Moroni | Institutional Investment Partners
CasesRegulatory
News

Location, property selection or managerial competence: decisive factors for the outperformance of real estate funds

A study by REAX Advisory and the RheinMain University of Applied Sciences shows that the performance of real estate funds is influenced by market positioning as well as by selection and management competence. The analysis emphasizes the importance of targeted selection decisions and good manager performance for the return of real estate funds.

by REAX Advisory
CasesMarketsReal Estate
Article News

Groundbreaking financing structure: CEE Group secures up to EUR 1.6 billion for Germany’s largest repowering fund RF9

For the first time, syndicated financing at portfolio level without additional equity – Innovative financing model enables capacity expansion by 140 percent and sets new standards for institutional renewables investments

by CEE Group
CasesDealsEnergy
Comment Weekly

Looking back on 2025: The market is not nervous – it is in the process of restructuring!

Behind the mood in the institutional fund business, described as market uncertainty, there is actually something else: the tidying up of temporary solutions.

by Tobias Moroni | Institutional Investment Partners
CasesEnergyInfrastructureMarketsReal Estate
Chiara Aengevelt, Geschäftsführerin Aengevelt Immobilien (Quelle: Aengevelt Immobilien)
Comment

“Berlin, Friedrichstrasse: Declared dead and reborn!”

Chiara Aengevelt describes the revival of Berlin's Friedrichstrasse, which is attracting more passers-by again after the end of the car-free phase.

by Aengevelt Immobilien
CasesReal EstateStatements
Analyse Article Comment Infographic

One Minute Infrastructure

What a modern infrastructure has to do is so abstract that it is difficult to grasp. So here's a thought experiment: What does one minute reveal about infrastructure investments?

by Robert Guzialowski | HANSAINVEST Hanseatische Investment-GmbH
CasesEnergyInfrastructureMarketsStatements
Podcast

From grocery to data center: Which real estate portfolios are investors interested in?

Matthias H. Schräder, Director Corporate Finance & Portfolio Transactions, on a journey of discovery through the diverse world of real estate portfolios.

by BNP Paribas Real Estate
CasesReal Estate
Arztpraxis, Healthcare
Article Diskussion

Ambulantization drives the market – Healthcare real estate is gaining in importance

The German healthcare market is undergoing profound changes as the demand for outpatient healthcare real estate increases. Experts discuss the future of the healthcare market and the opportunities for investors.

by HIH Invest Real Estate GmbH
CasesMarketsReal Estate
Analyse Comment Weekly

Four reasons why infrastructure AIFs will continue to be the stability component of institutional portfolios in 2026

For institutional investors, the weights within real assets are shifting. Real estate remains a central portfolio element, with infrastructure increasingly supplementing it with a stability component.

by Tobias Moroni | Institutional Investment Partners
CasesInfrastructureReal EstateRegulatory
Article Comment Report

How can platform investing be deployed to meet wider portfolio objectives?

In our first blog on operational real estate, we looked at how growth equity investing can be applied to this asset class. In our second instalment we’ll compare this style of investing to a value-add/opportunistic real estate strategy.

by Miriam Uebel | L&G
CasesInfrastructureReal Estate
Wohnimmobilie in Holzbauweise, Künzelsau - INDUSTRIA Immobilien | Fotograf: Roger Rachel
Article

Investment opportunity: Serial and modular residential properties – scalability and cost advantages are no longer theory

Serial and modular construction is increasingly seen as a key to effectively countering the shortage of affordable housing – especially in metropolitan areas and large cities.

by FRICS Thomas Wirtz | INDUSTRIA Immobilien GmbH
CasesReal Estate
Electric car charging with power cable connector at station
Analyse Article

The rise of electric cars and charging infrastructure – A current assessment

The battery-electric drive is likely to be the leading and key technology in the passenger car segment in the coming years. This is accompanied by the "ramp-up" of a high-performance charging infrastructure.

by Dr. Andreas Peppel | Institutional Investment Consulting Partners GmbH
CasesInfrastructureMarkets
Analyse Article Quarterly Report

New benchmarks in the hotel real estate market: Serviced apartments on the rise – investment market gains momentum

The hotel real estate market is showing signs of selective growth, with serviced apartments and brand-based investments at the forefront. mrp hotels quarterly with Berlin Hyp/LBBW, Swiss Life Asset Managers and Limehome.

by mrp hotels
CasesMarketsReal Estate
Article

Asset and property management in concrete terms: How to get a grip on problem properties

Problem properties pose particular challenges. Experts discussed solutions and emphasized the importance of a comprehensive analysis and a clear strategy.

by HIH Invest Real Estate GmbH
CasesReal Estate
News

Cureus system care property receives DGNB basic certificate – sustainability confirmed

The basic certification is a process lasting several months that was completed together with experienced specialist planners from the Cureus and DGNB partner network. Cureus worked together with iproplan® Planungsgesellschaft mbH from Chemnitz for this purpose.

by Cureus GmbH | Cureus GmbH
CasesDevelopmentsReal Estate
Analyse Report

aedifion White Paper: Digital Transformation as a Strategic Success Factor for the Sustainable Value Retention of the Building Stock

aedifion's white paper shows how digital technologies are contributing to more sustainable, efficient and resilient real estate portfolios in the face of rising energy prices and stricter ESG requirements.

by aedifion
CasesEnergyReal Estate
Comment Weekly

Solvency II and BESS investments: No infrastructure quota, but an infrastructure template – if you understand it, you can use it

While the German AnlV diverts capital flows, Solvency II tries to accompany them in a risk-appropriate manner. Reduced capital requirements are intended to open up capital in particular for infrastructure – keyword: qualified infrastructure.

by Tobias Moroni | Institutional Investment Partners
CasesEnergyInfrastructureRegulatory
Analyse Report

Artificial Intelligence Will Be the Key Growth Driver for Data Center Demand in EMEA

According to the International Data Corporation (IDC), the global AI market will grow to $144.6 billion by 2028, representing a compound annual growth rate of 30.3% between 2024 and 2028.

by Savills
CasesInfrastructureMarketsReal Estate
Article

Data Centers: Powering the Digital Future

Cloud computing and the rise of artificial intelligence (AI) are driving the demand for data centers to a new level. What was considered a niche segment a decade ago is now one of the most dynamic asset classes in the real estate sector.

by Daniel Maric | Principal Asset Management
CasesDealsInfrastructureReal Estate
Article

The future of residential construction in Germany is serial

Cost and time savings, better working conditions for skilled workers and less susceptibility to defects, as well as the increasing variability of architectural options, make building with prefabricated elements attractive for an increasing number of stakeholders.

by Periskop
MarketsCasesReal Estate
Comment Weekly

23 weeks

In 23 weeks, amazing projects can be realized in the real assets world – if only it didn't take so disproportionately long to raise the necessary funds. Is the fund industry an anachronistic obstructionist?

by Tobias Moroni | Institutional Investment Partners
CasesStatements
Analyse Comment

Article 8 funds do not result in a loss of returns – no significant performance differences compared to funds without a specific ESG orientation

SDFR category does not lead to clearly distinguishable return profiles. Current performance analysis contributes to the debate on the economic effects of sustainable fund concepts.

by REAX Advisory
Real EstateCasesRegulatory

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