Infrastructure

KGAL Webinar: Green Hydrogen – An Investment with a Future?

Green hydrogen is considered a key technology for the energy transition – but what are the most attractive opportunities for investors at the moment? And what factors are decisive for turning green hydrogen into a promising investment?

Investments in green hydrogen: Technological innovation speed

How predictable is the speed of technological innovation and what significance does this have in particular for the exit of a plant?

From Real Estate to Real Assets: The Role of Renewable Energies in the Energy Transition

Without the consistent expansion of renewable energies, it is impossible to achieve the climate goals for a sustainable future. In this context, traditional real estate offers not only economic, but also environmental and social added value.

Investments in green hydrogen: performance & earnings

How plannable is the profitability of the plants, some of which are initially supported by public subsidies, in terms of performance and current income?

Artificial Intelligence and Real Estate: New Market Opportunities through DeepSeek Revolution

Artificial intelligence (AI) has reached a new phase: The breakthrough of the Chinese startup DeepSeek shows that sophisticated AI models can now be realized with significantly lower costs and computing capacities. This lowers the barriers to entry for new players and increases competition in the AI sector. As a result, AI technologies could gain a foothold in various industries faster than expected and unleash their economic benefits. But what does this mean for the real estate industry? Our report sheds light on the impact on different sectors and shows where investors could benefit most.

Impact vs. EU Green Deal: On the lack of consideration of “investor impact” in the EU Green Deal

The white paper addresses the issue of the lack of alignment of impact frameworks in large parts of the EU Green Deal.

Role of Mezzanine Debt in Real Asset Financing: Introduction, European Market, and Impact of Interest Rates

Mezzanine debt plays a crucial role in real asset financing, being particularly useful in large-scale real estate developments, infrastructure projects, and energy assets, where capital requirements exceed the limits of senior lenders but where owners prefer to limit equity dilution.

Webinar: InfraGrowth: What’s driving Europe’s infrastructure transition?

Senior portfolio managers from L&G and NTR recently sat down for an IPE-led webinar to discuss the key drivers behind Europe’s transformative infrastructure journey.

BESS in Germany 2025 and Beyond: Use Cases, Business Models and Financing Considerations

Digital sovereignty of the EU: Germany must pick up the pace!

The US Stargate initiative shows that digital infrastructure, especially data centers, are essential for modern technologies such as artificial intelligence (AI). But the expansion does not happen overnight – it is an investment in the future.

How data center designers are mastering AI-driven additional energy requirements

The demand for more and more available capacity is growing rapidly – and with it the demand for energy. How data center developers are mastering this challenge and which innovative solutions are shaping the future.

Digital infrastructure: Charting the course in 2025

After proving fairly resilient in 2024, we look at what the remainder of 2025 may have in store for digital infrastructure – including the potential impact of DeepSeek's* R1 model release.