Infrastructure

The importance of the infrastructure asset class is increasing continuously: transportation, energy and communication projects as well as social infrastructure properties are of great social importance and have a sustained need for capital.

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Infrastructure analysiss

AnalysisReport

Renewable Energy Market Report 2026/2027: Grid connections and storage are increasingly determining the economic viability of energy projects

The Renewable Energy Market Report 2026/2027 by Wüest Partner shows that grid connections and storage are increasingly determining the economic viability of energy projects. Grid bottlenecks, the maturity assessment procedure introduced in April 2026 and the growth in battery storage are shaping investment – including in the property sector.

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Clean power infrastructure: Energy security moves to the foreground

In this update, we explore how disruption to global energy flows potentially bolsters a case for taking a less homogeneous approach to related infrastructure.

Energy Infrastructure Markets

Analysis

UK offshore wind build-out to depend on grid connections and market reforms, says GlobalData

GlobalData sieht den Ausbau britischer Offshore-Windkraft von schnelleren Netzanschlüssen, verstärktem Übertragungsnetz und Marktreformen abhängig. Bis 2035 dürfte die Kapazität fast doppelt so groß sein, erneuerbare Energien stellen rund 73% der Flotte.

Energy Infrastructure Markets

AnalysisForecastReport

Canada’s drive for clean energy is hampered by interprovincial grid constraints, says GlobalData

GlobalData believes that Canada’s expansion of clean energy is being held back by limited interprovincial grids. Whilst wind, solar and nuclear capacity is set to grow by 2035, a lack of east-west transmission and a slow permitting process are jeopardising integration and supply.

Energy Infrastructure Markets

Analysis

Sweden’s north-south grid divide risks limiting the value of new clean power capacity, says GlobalData

GlobalData warns that the north-south grid divide in Sweden could limit the value of new clean generation and widen regional differences in electricity prices. Capacity will grow, driven by renewables, by 2035; faster grid expansion by Svenska kraftnät will be crucial.

Energy Infrastructure

Analysis

Data center analysis in Germany: Around 70 percent of the recorded connected load is accounted for by Hesse

An IFA Berlin analysis shows strong concentration in data centers. Hesse provides around 70 percent of the recorded connected load with 1,229.8 MW; Frankfurt leads the cities with 581.6 MW. 67 new projects are planned or under construction, with particularly high output in Brandenburg.

Energy Infrastructure Markets Real Estate

AnalysisWeekly

What can private capital do better?

Germany wants to mobilise up to 3.75 trillion euros of private capital for infrastructure by 2040; international money is available. The added value of private participation lies in risk management, life cycle orientation, speed and capacity – despite higher costs.

Infrastructure Markets

AnalysisReport

Evaluating nursing homes: Which criteria are really decisive when selecting sustainable investments

Due to the ageing society and the increasing need for care, nursing homes are considered a comparatively stable investment. However, long-term investment success does not arise demographically alone: location, operator, contract structure and construction quality are decisive.

Infrastructure Markets Real Estate

AnalysisArticleReport

Digital infrastructure: Rising demand, rising complexity

Risks within the digital infrastructure sector are materialising and evolving. Navigating the environment increasingly requires conviction and specialist expertise.

Infrastructure Markets

AnalysisSurvey

INFLATION AND INTEREST RATES 'BIGGEST CHALLENGE' FOR INFRASTRUCTURE LENDERS

A study by Nordic Trustee (Ocorian) surveyed infrastructure and private credit managers as well as bankers in UK, DE, CH, FR, IT and SE. The result: Inflation and interest rates are the biggest challenge for infrastructure loans; Regulatory/political and market risks dominate, brownfield is preferred.

Infrastructure Markets Private Debt

AnalysisReport

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.

Infrastructure Markets Private Debt

AnalysisQuarterlyReport

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.

Infrastructure Markets

Infrastructure

Infrastructure analysiss

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