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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Quelle: OSMAB
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.

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.

City Skyline Enhanced by the Radiance of the Setting Sun in the Background
Analysis

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.

Symbolbild (Quelle: MS Copilot)
Discussion

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.

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.

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.

Quadoro präsentiert Klimastrategie (Bildquelle: Quadoro Investment GmbH)
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.

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.

Analysis

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.

Bild: 2IP/KI
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.

Bild: 2IP/KI
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.

Bildquelle: REAX Advisory
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.

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

Bild: 2IP/KI
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.

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.

Analysis 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?

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.

Arztpraxis, Healthcare
Article Discussion

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.

Bild: 2IP/KI
Analysis 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.

Source: L&G.
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
Analysis 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.

Foto von Willie Shaw auf Unsplash
Analysis 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.

Symbolbild, Foto von WrS.tm.pl auf Unsplash
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.

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