Infrastructure

Social or critical infrastructure is establishing itself as an investment target – real estate or real assets?

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.

Generative AI in data centres part 1: A primer

In this first of a three-part series, we look at how GenAI is fuelling a surge in data centre investment, enabling the development of facilities that can house and cool high-power AI chips.

Quadoro & EB-SIM invest in two solar parks – Successful start for Article 9 fund Quadoro Renewable Energy Europe

With the solar parks in Treuenbrietzen (Brandenburg) and Bruchweiler (Rhineland-Palatinate), the fund portfolio is being built up in a targeted manner and an important contribution is being made to the energy transition. Both projects were developed by ABO Energy GmbH & Co. KGaA.

Data center market grows somewhat slower despite large pipeline

Although the demand for technologies such as 5G, cloud services and, above all, artificial intelligence (AI) is enormous, limiting factors are causing slightly weaker growth.

Electromobility in Germany – Opportunities and Challenges for Infrastructure Investors

KGAL sells 130 megawatt wind farm in Sweden to renewable energy specialist Aneo

Tenant electricity from photovoltaics: possibilities and models from the point of view of the property owner

Higher Performance Drives Data Center Energy Demand

Electricity availability, sustainability and regulation pose challenges

Infranity provides Blue Elephant Energy with a €200m financing to support its renewable energy growth plans

Blue Elephant Energy GmbH and Infranity announce that they have reached a funding agreement that will support the development and construction of 1 GW renewable energy capacity across Europe.

Navigating the Private Markets landscape in 2025 (so far)

Like other asset classes, Private Markets have had to navigate a 2025 strewn with macro uncertainty. Here, we look at assets we believe are screening positively in the current environment, while asking what needs to change to bolster other sub-sectors.

Acquisition of B+T podcast

Igneo extends its exposure to the waste sector with the acquisition of the 170 year old B+T Group

Where institutional investors are heading in the 2nd half of the year

A recent survey of institutional investors and asset managers conducted by Real Blue Kapitalverwaltungsgesellschaft in May 2025 shows interest in the residential, logistics and – increasingly – data centre segments.

Social Infrastructure: The Topic of the Future for Core Investors

If you want to invest in the German real estate market in the long term and stably, you should consider the social infrastructure sector with schools, daycare centres and administrative buildings.

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?

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