Infrastructure

Deglobalisation 2.0: Infrastructure

While the infrastructure sector is large and diverse, we’ve chosen to focus our last blog of this series on the digital sector where the long-term scale of asset creation is likely to be especially large and the implications of deglobalisation may be particularly relevant.

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.

Energy storage on the rise: Growing demand for land

With the goal of becoming climate-neutral by 2045 using renewable energies, energy storage systems are rapidly gaining in importance. This also increases the demand for corresponding plots of land and offers owners attractive sales opportunities.

Innovative water management: the future of data centres

From water treatment technologies to smart water management, water tech innovations are increasing the efficiency of data centres.

Infrastructure investments: More leeway through new AnlV quota

Until now, infrastructure investments – depending on the structure – had to be offset against other mix ratios, such as the venture capital or real estate quota. The recently introduced 5% infrastructure quota in the German Investment Ordinance (AnlV) creates new investment opportunities for institutional investors.

Sector focus: Continuing our 2025 private credit outlook

In the first part of our 2025 private credit outlook, we offered a broad overview of the prospects for the asset class over the next 12 months. Now, we assess some sectors in a little more depth – namely infrastructure and real estate.

The importance of data centers as an asset class for the construction industry

Data centers have become one of the most important asset classes in the real estate industry. With increasing digitization and the exponential growth of data volumes, demand is rising continuously.

Investing in Green Hydrogen: Market Trends & Price Forecasts

How will the production and customer markets develop, and what influence will this have on the future price of "green hydrogen"?

enfinium and the Carbon Capture Question

Simon Montague and Mike Maudsley explore the highly innovative, highly debated and highly complex opportunity for the energy transition that could be made possible using Carbon Capture and Storage technology.

On the way to becoming a circular city

Heidelberg wants to become a circular city. In the Patrick Henry Village pilot project, urban mining is to be practiced in existing buildings. The starting point was set with the Urban Mining Screener program developed by EPEA and the Madaster building database.

Beware of tax traps

The fact that the customs authorities – the "weapon-carrying troop of the tax administration", so to speak – stood at the door of some companies unannounced in the run-up to Christmas must have caused some red-hot faces.

SUSI Partners sells German wind power portfolio

Data centers are evolving into core assets

Thanks to long-term growth in demand, high interest in German locations, long-term leases, low vacancy risks and high, stable yields, data centers are developing into core assets. However, they must meet certain requirements.

Private Debt in Digital Infrastructure – Q&A with DigitalBridge Credit

Joshua Parrish and Christopher Falzon discussed the clear advantages that personal loans offer in the digital infrastructure sector over traditional SME loans.