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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Article

Subsidized housing construction offers attractive investment opportunities

Housing projects with state subsidies can offer investors attractive framework conditions. In view of the considerable excess demand on the major German housing markets, this segment is likely to offer potential for many years to come.

by FRICS Thomas Wirtz | INDUSTRIA Immobilien GmbH

Article

Real estate markets in focus: How interest rate hikes affect the price-value ratio

Real estate investments were considered a stable supplier of cash flow and a central component of institutional portfolios, supported by an expansionary monetary policy and a stable economy. With the turnaround in interest rates, the environment has changed fundamentally.

by Maximilian Radert | KINGSTONE Investment Management GmbH

Real Estate Cases Markets

Article

The Secondary Market for Special AIFs: A Legal Perspective on New Trading Opportunities

Secondary markets offer an attractive option to restructure investments into special funds without cancelling the fund.

by Tim Andrélan | Osborne Clarke

Regulatory Cases Private Equity Real Estate

Article Report

Logistics real estate: Despite economic uncertainty, investors continue to focus on the asset class

The completion figures for logistics properties are rising again, and at least in established locations, occupier and investment demand is also stable. The tenth joint study "Logistics and Real Estate" with BREMER, GARBE and Savills analyses the market and shows current developments.

by Sven Carstensen | bulwiengesa

Markets Cases Real Estate

Article Report

Energy-efficient renovation of residential properties: Sustainable and profitable?

Energy-efficient renovations of residential properties are becoming increasingly important in view of rising energy costs, strict regulations and decarbonisation pressure. But the question remains for investors: Is it worth the effort?

by Maximilian Radert | KINGSTONE Investment Management GmbH

Real Estate Cases Markets

LifeScience-Immobilien als attraktive Real Assets

Article Report

Life science real estate: “new” asset class for specialists

The demand for specialized buildings that can combine laboratory research, production and office work is growing steadily. The new spotlight of the CORPORATE REAL ESTATE INITIATIVE sheds light on the complex segment of life science real estate.

by Sven Carstensen | bulwiengesa

Markets Cases Real Estate

Article

The tide is turning for European office investments as debt capital boosts returns again

According to Savills, the tide is turning in the European office investment market as investors prepare for the start of 2025.

by Savills

Real Estate Cases Markets

Podcast

Perspectives in Private Markets: ILS Strategies

In this episode, Alex Koriath and his guest, Michael Knecht, shed light on the world of insurance-linked securities (ILS) and its importance for institutional investors.

by Alex Koriath | Cambridge Associates

Cases Markets Private Equity

Perspektiven in Private Markets: Secondaries

Podcast

Perspectives in Private Markets: Secondaries

In this episode, Alex Koriath and his guest, Nic Schellenberg, discuss the basics and benefits of secondaries in the private capital markets space.

by Alex Koriath | Cambridge Associates

Cases Markets Private Equity

Das SPURWERK in Bremen aus der Luft aufgenommen.

Article

Peper & Söhne relies on a complete solution for energy monitoring at SPURWERK Bremen

In Bremen, Peper & Söhne is building the DGNB Gold pre-certified commercial quarter SPURWERK. The project developer from Bremen not only places ecologically sustainable demands on the quarter, but also wants to meet the needs of the new tenants for digital, innovative and user-friendly solutions in the best possible way.

by Christoph Peper | Peper & Söhne

Real Estate Cases Energy

Perspektiven in Private Markets: PE Buy Out Markt

Podcast

Perspectives in Private Markets: PE Buyout Market

Alex Koriath and his guest, Christoph Wedegaertner, dive into the world of PE buy-outs and shed light on current developments and perspectives.

by Alex Koriath | Cambridge Associates

Cases Markets Private Equity

Article

Attractive Returns for Investors through Subsidised Housing

Affordable housing is in short supply across Germany, particularly in urban areas, where demand far exceeds supply. This situation has been made worse by a sharp decline in new construction.

by Adalbert G. Pokorski | Greenwater Capital GmbH

Cases Real Estate

Perspektiven in Private Markets: Private Credit

Podcast

Perspectives in Private Markets: Private Credit

In this episode, we look at the fascinating field of private credit investing. Alex Koriath's guest in the studio is Olga Braun-Cangl, Senior Investment Director and Private Credit Expert at Cambridge Associates.

by Alex Koriath | Cambridge Associates

Cases Private Debt

Perspektiven in Private Markets: Folge 5 Infrastruktur

Podcast

Perspectives in Private Markets: Infrastructure

In this podcast, Alex Koriath and Annabelle Wegner of Cambridge Associates explore infrastructure investing and what it means for investors.

by Alex Koriath | Cambridge Associates

Cases Infrastructure Private Equity

Podcast

Perspectives in Private Markets: Why PI at all?

In this episode, Alex Koriath, Head of Cambridge Associates' Munich office, and Managing Director Annabelle Wegner explore the importance of private investment (PI).

by Alex Koriath | Cambridge Associates

Private Equity Cases Infrastructure Private Debt