Cases

Answers from theory and practice to the key questions of real asset investment. Investment cases and best-in-class approaches for investors, asset managers and other market players.

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Comment Weekly

Decision Logic Infrastructure: Speed, Depth and Filter

Infrastructure remains in place – but in 2026, speed, depth and filters will once again become significantly more important in the investment decisions of institutional investors.

Article Comment Weekly

Core is not equal to freedom of investment – Lifecycle matters

Core stands for stability and predictability in real estate investment. But if existing properties require high reinvestments, the question arises as to whether core classifications fully reflect the real estate life cycle – and what consequences this has for exit strategies of open-ended funds.

Cases Real Estate

Article Comment Weekly

Netherlands reforms its pension funds – and creates billions of dollars in real asset opportunities

The Dutch law on the future of old-age provision changes the allocation logic of entire pension systems. This will lead to a fundamental change in Europe's largest funded pension system.

Cases Regulatory

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Looking back on 2025: The market is not nervous – it is in the process of restructuring!

Behind the mood in the institutional fund business, described as market uncertainty, there is actually something else: the tidying up of temporary solutions.

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Chiara Aengevelt, Geschäftsführerin Aengevelt Immobilien (Quelle: Aengevelt Immobilien)

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“Berlin, Friedrichstrasse: Declared dead and reborn!”

Chiara Aengevelt describes the revival of Berlin's Friedrichstrasse, which is attracting more passers-by again after the end of the car-free phase.

Cases Real Estate Statements

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One Minute Infrastructure

What a modern infrastructure has to do is so abstract that it is difficult to grasp. So here's a thought experiment: What does one minute reveal about infrastructure investments?

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Four reasons why infrastructure AIFs will continue to be the stability component of institutional portfolios in 2026

For institutional investors, the weights within real assets are shifting. Real estate remains a central portfolio element, with infrastructure increasingly supplementing it with a stability component.

Cases Infrastructure Real Estate Regulatory

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How can platform investing be deployed to meet wider portfolio objectives?

In our first blog on operational real estate, we looked at how growth equity investing can be applied to this asset class. In our second instalment we’ll compare this style of investing to a value-add/opportunistic real estate strategy.

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