Infrastructure

Study reveals disciplined infrastructure lenders focus on project finance and mezzanine

A study by Ocorian Nordic Trustee shows: Disciplined infrastructure lenders prefer non-recursive project financing (33%) and mezzanine (32%); Senior debt with equity co-investment leads the way in terms of risk sharing (62%). Geopolitics strengthens local projects; hybrid and preferred equity structures are on the rise.

JLL: Healthcare investments grow significantly at the end of the first half of the year

The investment market for healthcare real estate generated EUR 1.8 billion in H1 2026 (Q2: EUR 690 million; previous year: EUR 460 million). 35 transactions with 145 properties, foreign buyer share 83%. nursing homes dominate (58%); Prime yields approx. 5%, assisted living 50 bps lower.

Healthcare investment market with best half-year results since 2022

BNP Paribas Real Estate reports €1.6 billion in the German healthcare investment market for H1 2026 – the best half-year since 2022. Portfolios accounted for 84%, foreign investors accounted for 87%. Prime yield 5.20%. Outlook: Annual volume of €2.5–3.0 billion realistic.

Green hydrogen – transport and storage can double costs

A Fraunhofer-IEG/CINES analysis shows that transport and storage can significantly increase the cost of green hydrogen by 2035, and in some cases double it in the case of peak-load power plants. Industrial customers pay significantly less infrastructure shares. Results in the webinar on July 6, 2026.

Top 5 reasons to invest in data centers in 2026

Open- vs closed-ended funds – do the returns differ?

As more investors seek exposure to private markets, we examine whether the choice between open- and closed-ended funds matters for performance.

JLL study: By 2030, many data centers will be built in Germany beyond the metropolises

A JLL report shows that Germany's data center market will grow strongly beyond the metropolises by 2030. Frankfurt remains in the lead, Berlin is growing the most; large-scale decentralised projects are being built in Hamm and Lübbenau, among other places. Market volume could rise to $12.84 billion; Energy is becoming a key factor.

Large electricity consumers: the threefold challenge of grid connection, flexibility, and bankability

De Gaulle Fleurance presents the 7th edition of the Energy Transitions Observatory. The report analyses the three challenges faced by large electricity consumers – grid connectivity, flexibility and affordability – and compares regulatory approaches in China, Europe, India, UAE, UK and Senegal.