Infrastructure

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.

Smart Cities – What makes them special. And what they mean for the future.

Cities create wealth, promote development, fulfill desires, harness human progress, and increasingly use new technologies to address multiple challenges.

Data centers as an investment product

The data center market is booming – between 2010 and 2022, the capacities of data centers in Germany grew by over 90 percent in terms of IT contract performance. The driver of the current growth is the increased use of cloud services by companies and private households.

Evos & European Bulk Liquid Storage

Simon Montague and Jan Doude van Troostwijk explore examples of technical applications, automation and cultural change, and the role these together play in driving innovation and creating long-term sustainable value across the business.

Acquisition of Autovia Douro Litoral

In this NEWSFLASH episode Maria Luisa Castro provides an overview of the concession, the factors to consider in acquiring a toll-road and the macro factors impacting the operations of such a concession.

Still unclear return/risk profile? Investing in green hydrogen from an investor’s perspective

According to the latest survey by the German Alternative Investments Association (BAI), around 57% of the 110 institutional investors surveyed are planning to expand their current exposure to infrastructure equity.

AnlV amendment to 5% infrastructure quota frees up real estate quota

On 11 October 2024, the Federal Government submitted the draft bill for a 2nd Act to Strengthen Company Pensions to the Bundesrat. This contains exciting amendments to the Investment Ordinance (AnlV), which is particularly relevant for pension funds.

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.

Why smart mixed-use districts are the future of our cities

While the technological future cannot be predicted with certainty, we can be prepared for inevitable change through forward-looking infrastructure planning that emphasizes flexibility and resilience.

Talents – The second of the three “T’s” of prosperous cities

Whereas in the past cities focused on attracting large manufacturing companies or establishing themselves as trading locations, today they are competing for the new human resource of the talented-creative class.