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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Cases comments

Comment Weekly

Plata o plomo? The exit from special real estate funds

The exit for special real estate funds: If real estate markets do not fit the fund calendar, the planned exit strategy quickly turns into a sober weighing up between liquidation, extension – and the consequences.

CasesReal Estate
Comment Weekly

ELTIF and the electric blanket

Why the ELTIF is a distribution channel – and not an investment in itself.

CasesRegulatory
Article Comment Weekly

Designed for today – an interim assessment for Office

AI makes office properties less plannable and CapEx has to be rethought. The current discussion about modern office real estate is often conducted as a CapEx question. This view now falls short.

CasesMarketsReal Estate
Analysis Comment

Aengevelt: Framework conditions lead to a decreasing renovation rate for residential buildings.

The renovation rate for residential buildings is falling steadily, which jeopardizes the climate goals of the federal government. Aengevelt proposes a 'renovation light' to increase the renovation dynamics in the building sector.

CasesMarketsReal EstateRegulatory
Article Comment Weekly

Defense in Real Estate Special Funds – The Situation Report

Rising defense spending is driving demand for industrial and logistics real estate. But not every defense space is a fund product – location, exit and investor acceptance are decisive.

CasesMarketsReal Estate
Infrastrukturinvestments
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.

CasesInfrastructure
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.

CasesReal 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.

CasesRegulatory

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