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.

Analyse Article Comment Diskussion Infographic Interview Monthly News Podcast Quarterly Report Umfrage Video Weekly

Top contribution
Article Weekly

Size – or structural consequence

It is becoming increasingly apparent that real estate funds are perceived as particularly viable institutionally in two forms in particular: as very large open-ended vehicles or as closed club structures.
by Tobias Moroni | Institutional Investment Partners
CasesReal EstateRegulatory

All posts in this category

Analyse Umfrage

Drooms Real Estate Trends Report 2026: More than 363 days for a transaction – stagnation as a trend reversal?

Drooms' Real Estate Trends Report 2026 shows that the average transaction duration in Europe remained stable at 363 days in 2025, while regional differences were noted. Despite this stagnation, experts consider the stable and in some cases declining times to be a potential trend reversal.

by Drooms GmbH
CasesMarketsReal Estate
Article Comment Weekly

Designed for today – an interim assessment for Office

AI makes office properties less plannable and CapEx has to be rethought. The current discussion about modern office real estate is often conducted as a CapEx question. This view now falls short.

by Tobias Moroni | Institutional Investment Partners
CasesMarketsReal Estate
Analyse Comment

Aengevelt: Framework conditions lead to a decreasing renovation rate for residential buildings.

The renovation rate for residential buildings is falling steadily, which jeopardizes the climate goals of the federal government. Aengevelt proposes a 'renovation light' to increase the renovation dynamics in the building sector.

by Aengevelt Immobilien
CasesMarketsReal EstateRegulatory
Article Comment Weekly

Defense in Real Estate Special Funds – The Situation Report

Rising defense spending is driving demand for industrial and logistics real estate. But not every defense space is a fund product – location, exit and investor acceptance are decisive.

by Tobias Moroni | Institutional Investment Partners
CasesMarketsReal Estate
Article

Current trends in residential investments

The asset class has proven to be very stable over the past three difficult years. In order to successfully lead their portfolio into the future, investors should focus on energy and cost efficiency – and take advantage of the opportunities offered by subsidized housing.

by FRICS Thomas Wirtz | INDUSTRIA Immobilien GmbH
CasesMarketsReal Estate
Article

Hydropower. The hidden reserve of the energy transition.

A Classification Between Climate Data, Market Mechanics and Operational Reality

by Andreas Grassl | RENAIO
CasesEnergyInfrastructureMarkets
Article

Role models turned upside down: OSMAB unveils artwork in Cologne-Kalk

A new urban art artwork by artist Falk Lehmann, alias AKUT, has recently adorned the façade of a parking lot of an office property of the OSMAB Group in Cologne-Kalk. The mural is intended to contribute to contemporary site development.

by OSMAB Holding AG
CasesReal Estate
Sideletters zu Fondsverträgen
Article Weekly

Side letters as a place of institutional risk responsibility

Fund contracts are becoming more and more complex. At the same time, central questions of risk and responsibility are shifting: side letters have become the place where institutional investors try to anchor responsibility where it can no longer be clearly regulated in the contract.

by Tobias Moroni | Institutional Investment Partners
CasesEnergyInfrastructurePrivate EquityReal EstateRegulatory
City Skyline Enhanced by the Radiance of the Setting Sun in the Background
Analyse

JLL: High insurance premiums for climate risks threaten real estate values

A new study by JLL and Munich RE shows that insurance premiums for office buildings have risen sharply since 2018. This development poses an increasing risk for property owners, who must now take measures to protect their assets.

by JLL
CasesMarketsReal Estate
Diskussion

Infrastructure Investments – Regulatory Hurdles, Real Opportunities

Christoph Kraiker, CEO of Hauck & Aufhäuser Fund Services, Dr. Dirk Krupper, Managing Director of Helaba Invest, as well as Martin Hüwel and Dr. Thomas Gohrke, partners of Luther Rechtsanwaltsgesellschaft, discuss how regulatory requirements on the investor side, fund structures and government framework conditions can be better interlinked.

by Hauck & Aufhäuser Fund Services Group
CasesInfrastructureMarkets
Ladeparks, Ladeinfrastruktur
Interview Weekly

Infrastructure Fund: Charging infrastructure for e-mobility

In an interview with Dr. Andreas Peppel, Tobias Moroni classifies charging infrastructure from an investor's point of view – between structural tailwind and operational complexity.

by Tobias Moroni | Institutional Investment Partners
CasesInfrastructure
Article

From Alternative to Essential – The Change in Private Markets

Private markets have changed noticeably in recent years. This is due to structural trends such as demographic change, digitalisation and decarbonisation.

by Daniel Maric | Principal Asset Management
CasesEnergyInfrastructure
Article

Quadoro strengthens climate strategy in real estate funds through holistic CO₂ approach

Quadoro Investment GmbH has revised the fund documents of its real estate funds to take into account both operational and grey CO₂ emissions. A new climate indicator will be introduced to pursue a holistic climate strategy.

by Quadoro Investment GmbH 
CasesReal Estate
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
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

#Newsletter: Stay up to date!

Sign up for our newsletter and receive regular updates on the latest topics.

Register now