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 reports

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.

AnalysisArticleCommentReport

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

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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

ArticleCommentMonthlyReport

Chart of the month: Data centres, beyond the AI noise

Artificial intelligence (AI) may dominate the headlines but the clearest evidence of demand can be found in the infrastructure supporting it.

Developments Energy 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

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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

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Clean power: A market in transition

Clean power infrastructure has moved beyond simply “build more renewables”. The sector is now driven by a more complex interaction where dispersion is rising by country, by technology, and by contract structure. Here, expertise is increasingly rewarded, and specialist underwriting is critical.

Energy Infrastructure Markets

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

AnalysisQuarterlyReport

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.

Infrastructure Markets

AnalysisReport

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.

Energy Infrastructure Markets

AnalysisReport

RICS: Cost pressure in the construction industry increases, outlook for credit conditions deteriorates / Germany leads the markets surveyed across Europe, although index falls, but outlook for residential construction activity rises significantly

The RICS Global Construction Monitor Q1/2026 shows a slight increase in the global CSI to +8, while cost pressure and material prices are increasing. The outlook for credit conditions is tipping significantly. In Europe, the environment is weakening; Germany remains in the lead, and the housing outlook is rising.

Infrastructure Markets Real Estate

Infrastructure

Infrastructure reports

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