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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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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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?

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.

Article Comment

Hardly known, increasingly in demand: bearer bonds for real estate investments

Bearer bonds have so far played a subordinate role as a component of real estate financing. Yet they offer interesting advantages, especially for institutional investors.

News

HIH Projektentwicklung repositions office building in Cologne city centre

Construction of approx. 6,600 sqm of high-quality office space with a view of the cathedral. CO₂ reduction by preserving the existing building and minimizing energy consumption. Planned completion in Q4/2028.

Article

Investments in large-scale battery storage systems (BESS): New rules for prioritizing grid connections?

Battery Energy Storage System systems are attracting keen investment interest from institutional investors. This article is specifically dedicated to the current "flood" of grid connection requests for battery storage systems from transmission and distribution system operators in Germany.

Video

Aengevelt Expert Panel: Start using AI immediately

Artificial intelligence is a tool that not only promises high productivity gains, but can also help to develop better business models. The panel highlighted numerous facets of the topic.

Podcast

Acquisition of Infinity Aviation

In this NEWSFLASH episode of Keeping it Real Assets, Julie Furber shares insights into Infinity Aviation’s business model, the exciting growth potential of Tier 2 and Tier 3 airports, and how we plan to create value with this platform opportunity.

News

Revitalization project “KALA” in Darmstadt: REM CAPITAL advises ALÌTUS on funding

The main building, which covers around 10,000 m², will be comprehensively modernised and renovated in terms of energy efficiency in the coming years. The LIST Group from Bielefeld acts as general contractor and sustainability consultant.

Lars Meisinger. CEO Periskop Partners (Quelle: Periskop Partners)
Analyse Report

Rethinking Construction: White Paper Analyzes Market Potential of Modular Construction Methods

The white paper "Modular Construction at a Glance: Market, Opportunities & Success Factors" by Periskop Partners and ModuLeben illustrates why modular construction can be an important part of the solution – and where the success factors lie for investors and developers.

Interview Weekly

Infrastructure funds: niche business models as an admixture?

In the infrastructure sector, niche business models promise returns on innovation. Naturally, this is offset by increased risks. Tobias Moroni spoke with Dr. Andreas Peppel, Managing Director at Institutional Investment Consulting Partners, about whether and how such models can be useful.

Article Comment

Profit participation certificates: Attractive alternative

In view of rising interest rates and volatile markets, institutional investors are increasingly looking for alternative forms of investment. Profit participation certificates offer numerous advantages – especially for real estate and infrastructure projects.

Analyse Report

Outpatient senior living is gaining in importance – large rent spread according to the Nursing Home Atlas 2025

The market is growing, but remains selective: stable demand meets limited supply. The decisive factors for rent levels and yield potential are location, furnishings and service concept.

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