Interview

Re-focusing on data centres with Kao Data

In the second instalment of our blog series on data centres, Spencer Lamb, CEO of Kao Data, and Matteo Colombo, Managing Director of Digital Infrastructure at L&G, cover these assets from an investor’s standpoint while taking a long look at the future.

Focusing on data centres with Kao Data

In the first of this two-part blog series, we sit down with Spencer Lamb, CEO of Kao Data, and Matteo Colombo, Managing Director of Digital Infrastructure at L&G. The pair talk partnership and why it's critical to shine a light on data centre assets.

Infrastructure Fund: Charging infrastructure for e-mobility

In an interview with Dr. Andreas Peppel, Tobias Moroni classifies charging infrastructure from an investor's point of view – between structural tailwind and operational complexity.

"The trend reversal is recognizable" – A conversation with Prof. Dr. Verena Rock and Holger Hosang about the office real estate market in 2026

The German office real estate market continues to be in difficult momentum. Why both are nevertheless optimistic about the coming year.

A Dynamic Moment for Infrastructure Investing

Whether you're navigating tariffs, policy shifts, or valuation concerns, the message is clear: infrastructure is not just a safe haven, it's a strategic growth engine.

Infrastructure funds: niche business models as an admixture?

In the infrastructure sector, niche business models promise returns on innovation. Naturally, this is offset by increased risks. Tobias Moroni spoke with Dr. Andreas Peppel, Managing Director at Institutional Investment Consulting Partners, about whether and how such models can be useful.

Net Operating Income: The Central Value Driver in the New Real Estate Cycle

Value adjustments, refinancing pressure and changing user needs are currently encountering an oversupply of space that is no longer up to date. Tobias Moroni spoke to Dr. Oliver Voß, Managing Director at Institutional Investment Consulting Partners, about opportunities, timing and the role of net operating income.

Office real estate: Is an investment still lucrative now?

The office sector is not currently very popular with institutional investors. Whether office properties are a discontinued model – or whether opportunities are emerging for investors from the market shakeout right now.

Energy transition in open-ended real estate funds – classification of the innovations in the Economic Development Act (StoFöG)

Open-ended real estate funds have been encountering legal grey areas in the integration of renewable energies for years. With the new Location Promotion Act (StoFöG), the legislator wants to eliminate these uncertainties.

Real infrastructure’s revival

A change in interest rates is bringing a renewed appetite for core and core-plus strategies, says Arjun Infrastructure Partners’ founder Surinder Toor, and the mid-market is also on LP radars

Electromobility in Germany – Opportunities and Challenges for Infrastructure Investors

Tenant electricity from photovoltaics: possibilities and models from the point of view of the property owner