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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Report

Nursing Home Atlas 2025: Investment pressure, location quality and ESG requirements characterize the nursing home market

Wüest Partner expects an additional demand of up to 145,937 nursing home places by 2040. Nursing homes with good location factors and good operator quality or creditworthiness are once again becoming the focus of investors.

Report

New logistics survey from Brookfield Properties, Savills and Analytiqa shows growing confidence among investors and developers, but caution among users

Investor and developer confidence is increasing, with 41% of users expecting to expand their warehouse space next year, up 12 percentage points from last year.

Article Weekly

Institutions for Occupational Pensions and Alternative Investments: Impact of EIOPA’s Technical Input of 8 September on the Development of this Asset Class

The aim is to overcome the fragmented internal market for occupational pensions and to channel the capital of pension institutions more towards long-term investments such as private equity, infrastructure, private debt and real estate.

Article

Regulatory data – The backbone for special fund providers

News & Insights on Reporting & Data Management of Real Asset Funds

Article Comment Weekly

Solvency II vs. Solvency UK: Two paths, one goal – and how products can best match

Interview

Real infrastructure’s revival

A change in interest rates is bringing a renewed appetite for core and core-plus strategies, says Arjun Infrastructure Partners’ founder Surinder Toor, and the mid-market is also on LP radars

Article Comment

Liquidity – protective shield in the storm – or just a promise of good weather?

With a whole toolbox of liquidity management tools (LMTs), the regulation aims to create more stability for open-ended investment funds in the future. But are they really a protective shield in the crisis – or in the end just a promise of good weather?

Article

Future Outlook & Recommendations for Action

'Farsightedness decides: How institutional portfolios will be successfully positioned in 2030'

Weekly

ELTIF vs. LTAF – Brussels builds motorways with a forest of signs, London lets the Jaguar roll in the roundabout

The sales apparatus in Europe has enthusiastically pounced on the ELTIF 2.0. This makes it all the more interesting to look over the fence: With the LTAF, London is showing that retail investors can organise access to illiquid investments in a completely different way.

Article

The Art of Successful Portfolio Transformation

'From patchwork to strategy: How a sustainable portfolio is created from individual measures'

Weekly

The electronic age for fund units has begun

Electronic fund units have been a topic in the fund industry for some time, although interest in them is only just beginning to awaken. Many isolated pilot projects in the area of so-called crypto fund shares can currently be observed.

Regulatory Base
Comment Weekly

Proposals of the EU Commission for amended implementing provisions of the Solvency II Directive: What is included for ELTIFs and other “Lower Risk” funds as preferential “Long-Term Equity Investments”

Following the EIOPA drafts published on 10 July 2025, the EU Commission has now also submitted its proposals for amended Level II implementing provisions to the Solvency II Directive for consultation on 17 July 2025.

Article

Repositioning by adding future-proof asset classes

'New Stability through Diversity: How Resilient Asset Classes and Locations Future-Proof Portfolios'

Article

Problem properties – challenges and options for action

'From problem child to value driver: Creating new perspectives with clever strategies'

Weekly

Tenant electricity from photovoltaics: Answers to readers’ questions

After the publication of the column "Tenant electricity from photovoltaics: possibilities and models from the point of view of the property owner", the author received a lot of feedback – especially from institutional investors.

Article

The new reality of institutional real estate portfolios

'Turning point in the institutional real estate market'

Call from Brüssel
Comment Weekly

Call from Brussels – Please pick up!

With the "Call for Evidence for an Impact Assessment", the European Commission has called for participation in constructive criticism of the SFDR. Under scrutiny: Articles 8 and 9, the disclosure requirements and the famous principal adverse impacts.

Article

Adjustment of Depot A strategies: Secondary market as a strategic alternative

In times of stricter regulatory frameworks, savings banks and institutional investors have to rethink their Depot A strategies. The secondary market offers a discreet alternative to the classic termination of real estate fund units. At the same time, buyers benefit from attractive prices.

Article

Top-down or bottom-up?

Different approaches can be taken when selecting managers and investment products and constructing multi-manager portfolios. We will now discuss what the practical differences are and why they play a role for us.

Perspektiven in Private Markets: Folge 5 Infrastruktur
Interview Podcast

How do family offices use private investments?

In this episode, Alex Koriath talks to Dr. Christian Wiehenkamp, Chief Investment Officer of Perpetual Investors, about the new reality of asset allocation in the private markets space.

Rechenzentrum
Article

Higher Performance Drives Data Center Energy Demand

Electricity availability, sustainability and regulation pose challenges

ELTIFs als verbindendes Element in Europa
Comment Weekly

ELTIF: European Success Stories – Also for Germany?

"The knot has burst," states the introduction to the broad-based study on the ELTIF market by the analysis firm Scope. In fact, ELTIFs have become the trendsetter of recent years.

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