PATRIZIA Podcasts

The Iran war. The rise of AI. And a world seeking answers to the housing crisis, energy security and defence spending. The first half of 2026 has been eventful, but how has the world of real assets fared? And what’s the view looking like for the rest of the year?In PAT Cast #34 (the first of two half-year review PAT Cast episodes), PATRIZIA's Head of Investment Strategy Radu Mircea and Managing Director - Infrastructure Tom Maher take stock of the real assets investment environment, sharing their key takeaways and forecasting what the rest of the year has in store, with host Andrew Belt.For more insights from PATRIZIA, visit https://www.patrizia.ag/en/real-insightsFor the latest updates from PATRIZIA, follow us on LinkedIn: https://de.linkedin.com/company/patrizia-se

The scale of the housing need in Europe is vast, while the living sector remains typically the most attractive real estate investment proposition. Opportunities therefore abound, but the market dictates that selective capital deployment is the right approach in the current cycle. So, where exactly are the right living sector investment opportunities which will shape the composition of our housing options in future?In PAT Cast #33, host Andrew Belt is joined by PATRIZIA's Head of Investment Management Living Antonio Marin-Bataller, Head of Investment Strategy Radu Mircea and Head of Value Add Private Equity Mads Rude who share their views on this question, focusing on the sector segments, strategies and markets which are ripe for investment.

The energy mix pendulum is increasingly swinging towards renewables and away from fossil fuels. But, with climate scepticism back in vogue in the US and ongoing geopolitical volatility, is the upward trend towards a more sustainable global energy mix in peril?In PAT Cast #32, host Andrew Belt is joined by PATRIZIA’s Head of Fund Management Infrastructure Graham Matthews, Head of Infrastructure Australia and Asia Saji Anantakrishnan and Head of Investment Management Sustainability Edward Pugh to discuss this question.The group discuss the sustainability of the energy transition’s upward momentum, the investment picture in Europe and Asia, the role of real estate and its convergence with infrastructure in providing holistic renewable real asset solutions and their respective confidence in the energy transition – one of the four DUEL megatrends (alongside digitalisation, urbanisation and living transition) guiding PATRIZIA’s investment activity.

The tide has turned for real assets investments. After a 2025 in which the industry stabilised as we entered a new cycle, many parts of the market are set to accelerate in 2026. But what real estate and infrastructure investment strategies will provide the most value this year?More opportunities are opening up, especially along the DUEL megatrends of digitalisation, urbanisation, energy transition and modern living which forms PATRIZIA’s long-term investment compass.In PAT Cast #31 - the second part of PATRIZIA’s 2026 Outlook - host Andrew Belt is joined by Co-Heads of Fund Management - Mahdi Mokrane for real estate and Graham Matthews for infrastructure.Together they discuss investments from 2025 which demonstrate the strength of the DUEL megatrends, where value creation opportunities are going to lie in 2026 and how the convergence of real estate and infrastructure - known as RE-Infra at PATRIZIA - will continue to evolve over the next 12 months.The episode is the second of a two-part outlook, with the second part focused on capital deployment over the next 12 months, following the first which focused on the outlook based on the general wider investment lens.For more, visit https://www.patrizia.ag/en/real-insightsOr follow us on LinkedIn: https://www.linkedin.com/company/patrizia-se/

Real assets investment turned the corner in 2025 as inflation and interest rates stabilised despite ongoing geopolitical and trade tensions.As we look ahead to 2026, which of these forces are likely to remain at play and what could look different over the next 12 months?In this first part of PATRIZIA’s 2026 Outlook PAT Cast, host Andrew Belt is joined by PATRIZIA Head of Investment Strategy Radu Mircea and Tom Maher - PATRIZIA Managing Director - Infrastructure - to explore what lies ahead for real assets investing this year.Together, they discuss the sectors, strategies and markets they believe are best positioned for investment in the year ahead, with Tom sharing his views on the ascent of infrastructure investing and Radu considering the increasingly unpredictable geopolitical backdrop and its impact on the industry.The episode is the first of a two-part outlook, with the second part focused on strategy deployment over the next 12 months.For more, visit https://www.patrizia.ag/en/real-insights or follow us on LinkedIn: https://www.linkedin.com/company/patrizia-se/

Could the office sector be making a comeback? Since the COVID-19 pandemic reshaped workplace habits, it's no secret that the office investment sector has faced challenges. Yet recent trends point to a recovery, with transaction activity up year-on-year and renewed investor interest in select office opportunities.In this episode of PAT Perspectives - the podcast where we ask our guests five key questions on one topic or trend shaping the real assets sector - we’re joined by Christie Wright - PATRIZIA Co-Head of Investment Management. With host Andrew Belt asking the questions, Christie explores whether the office sector is truly back, where the best office investment opportunities lie and how the sector fits into real estate investment portfolios. Christie also shares insights into PATRIZIA’s office strategy and comments on the opportunities the company is eyeing in the sector moving forwards, with offices a key component of the urban transition - one of the four DUEL megatrends (digitalisation, urbanisation, energy transition and modern living) guiding the company’s long-term investment strategy. Find out more at https://www.patrizia.ag/en/

Europe is entering a new era of defence readiness and energy resilience. With NATO members committing to ramp up defence spending from 2% to as much as 5% of GDP, supply chain fractures caused by international conflicts and growing moves towards deglobalisation, the way goods move across the continent and warehouses are used is changing. But what does this mean in practice for real assets investors - and for PATRIZIA’s own logistics strategy?In this episode of PAT Perspectives - the podcast where we ask our guests five key questions on one topic or trend shaping the real assets sector - we’re joined by Emile Poort, PATRIZIA Co-Head of Investment Management and Head of Investment Management Logistics. With host Andrew Belt asking the questions, Emile explores where the impact of defence spending might be felt most keenly in the logistics sector, what implications there might be for ESG aspirations and how this will impact PATRIZIA’s own logistics strategy, particularly in relation to the company’s investment focus on the DUEL megatrends of digitalisation, urbanisation, energy transition and modern living.Find out more at https://www.patrizia.ag/en/

AI is one of the hot topics in real estate today, but how can it be used to help judge the value of future developments? What quality checks should be put in place? And how can AI boost investment management processes?Your host is Andrew Belt and answering these questions and more is PATRIZIA Head of Investment Strategy & Data Intelligence, PD Dr Marcelo Cajias. In PAT Cast #29, Marcelo explains the advantages of using AI in investment management, details PATRIZIA’s own usage of the technology and gives an example of how AI alerted the company to the otherwise-hidden potential of a development it has managed in Berlin.Find out more at https://www.patrizia.ag/en/

While the attractiveness of the living sector in real estate investing remains ever-present, the rules of the game are changing. A ‘one-size-fits-all’ approach no longer works, and the subsector focuses are changing, as is the ESG consideration, not to mention the bespoke approaches needed at a national level to match the many nuances required in different countries.Dr Marcus Cieleback seeks to unpack this investment environment in his latest research report entitled The PATRIZIA Playbook of Residential Investing: Navigating the ever more diversifying residential sector.In the latest episode of PAT Perspectives - the podcast where we ask our guests five key questions on one topic or trend shaping the real assets sector – we speak to Marcus, asking him about the inspiration behind the research, the main takeaways from the report and where the greatest opportunities within the living sector are for investors right now.Join host Andrew Belt to learn more. And you can read the report here.

With US President Donald Trump back in office and an outspoken critic of environmental, social and governance (ESG) principles, the start of his second term has triggered a renewed wave of anti-ESG sentiment across sectors and industries. But what does this mean for real assets investors? Is this political shift changing how capital is deployed? Or is ESG still firmly embedded in investment strategy?In PAT Cast #28, we examine whether the anti-ESG backlash is gaining traction in the world of real assets, or whether it’s simply business as usual, with commentary on the role of sustainability in the real assets ecosystem and discussions focused on government policy and targets in different jurisdictions.Your host, Andrew Belt, is joined by:Sam Carson, Head of Sustainability, Valuations and Advisory Services, CBRE UKEd Pugh, PATRIZIA Head of Investment Management Sustainability Aaron Scott, PATRIZIA Head of Sustainable Transformation InfrastructureFind out more at patrizia.ag/en/

Halfway through 2025 and the European real assets sector is returning to a position of strength for investment, despite the ongoing geopolitical headwinds.Six months on from our 2025 Outlook episode where we saw promise for the sector at the start of a new economic cycle, there continues to be reasons for optimism. Core sectors in Europe are well balanced, with lower interest rates and significant fiscal stimulus packages on offer.In this mid-year report, we hear how the digital, urban, energy and living transition megatrends - what PATRIZIA refers to as the DUEL megatrends - are shaping the future of real assets. We discuss the impact of economic uncertainty, brought on by US tariffs and ongoing trade wars. We discover where the opportunities might be from a sectoral and market perspective. And we explore why investment fundamentals, such as income growth, have become more positive for Europe.Your host, Andrew Belt, is joined by:Radu Mircea, PATRIZIA Head of Investment StrategyFind out more at patrizia.ag/en/

The news in March that Germany would create a EUR 500 billion fund for investment into infrastructure and defence was warmly received by investors. The package offers stimulus to boost the country’s infrastructure and, wider than that, its economy.With further finetuning to come before policy becomes action, what do we know by now? And where may the opportunities lie in future?In the latest episode of PAT Perspectives - the podcast where we ask our guests five key questions on one topic or trend shaping the real assets sector – we hear from Graham Matthews, PATRIZIA Head of Fund Management Infrastructure. Graham reflects on the fund’s importance for Germany, where the capital is best spent, the role of private investment into the mix and PATRIZIA’s current and future infrastructure activity in the country.Join host Andrew Belt to learn more.Find out more at https://www.patrizia.ag/en/

London, Paris and Berlin have been named the best cities for Purpose-Built Student Accommodation investment, according to PATRIZIA’s very first Student City Index. Launched last week, the report ranks more than 180 university cities across 21 European countries, offering a city-specific lens to help institutional investors identify the most compelling PBSA markets. In the latest episode of PAT Perspectives - the podcast where we ask our guests five key questions on one topic or trend shaping the real assets sector - we hear from Dr Marcus Cieleback, PATRIZIA’s Chief Urban Economist who coordinated the report. Marcus explains what the Index is, why PATRIZIA undertook this important research and highlights some of the report’s key takeaways. Join host Andrew Belt to learn more. And you can read the full report here.Find out more at https://www.patrizia.ag/en/

Last month, PATRIZIA announced the launch of its first European Long-Term Investment Fund – known as an ELTIF. The strategy – named PATRIZIA Infrastructure Invest – is aimed at retail and professional investors in infrastructure.But what exactly is an ELTIF? In the latest episode of PAT Perspectives - the podcast where we ask our guests five key questions on one topic or trend shaping the real assets sector - we ask Sebastian Baer, PATRIZIA Head of Wealth Solutions International, to answer this question, as well as talk us through the retail investment landscape and competition in the ELTIF market. Then, we turn to Justin Webb, PATRIZIA Head of Investment Solutions, to share more on PATRIZIA’s offering and the attractiveness of infrastructure as an asset class.Join host Andrew Belt to learn more.DisclaimerThe publication of this podcast is a service provided by PATRIZIA SE to Universal-Investment-Gesellschaft mbH. The information contained herein is directed only at professional clients and is for general information purposes only. This material is not to be construed as a recommendation, or an offer to buy or sell, or the solicitation of an offer to buy or sell any financial product. No part of this document or the information herein may be distributed, copied or reproduced in any manner, in whole or in part, without our prior written consent. Some of the statements in this release may be forward-looking statements or statements of future expectations based on currently available information. Such statements are naturally subject to risks and uncertainties. Factors such as the development of general economic conditions, future market conditions, unusual catastrophic loss events, changes in the capital markets and other circumstances may cause the actual events or results to be materially different from those anticipated by such statements. Past performance is not a reliable indicator of future result. Future performance forecasts are not a reliable indicator of future performance. To the extent permitted by law, PATRIZIA and its officers, employees, agents, associates, and advisers accept no liability whatsoever to any third party in relation to any matter arising from this document. Whilst prepared in good faith, the information contained in this document does not purport to be comprehensive and has generally not been verified (in particular if third party information has been used). The document has not been filed or approved by any local financial authority. PATRIZIA SE and its affiliates provide no warranty or guarantee in relation to the information provided herein and accept no liability for any loss or damage of any kind whatsoever relating to this material. The information herein is subject to change without notice. All information is qualified entirely by the relevant sales documents relating to any financial product or services.For further information, visit https://www.patrizia.ag/en/product-marketing-country-disclaimers/   

As part of PATRIZIA’s diversified platform, the company sources and takes on single asset mandates. Known within the firm as ‘strategic asset mandates’, this workstream looks after EUR 2 billion worth of assets. But what exactly are strategic asset mandates?In the latest episode of PAT Perspectives - the podcast where we ask our guests five key questions on one topic or trend shaping the real assets sector - we ask Bertie Norman, PATRIZIA’s Head of Strategic Asset Mandates, how strategic asset mandates differ from traditional investment management, how PATRIZIA is set up to deliver such projects, how the mandates feed into the company’s value-add growth area and what to expect next.Find out more at https://www.patrizia.ag/en/

According to the Institute for Energy Economics and Financial Analysis, there is the potential for USD 395 billion of investment into solar photovoltaic power projects in Asia-Pacific (APAC) through to 2050.The region is blessed with sunshine, while already challenged by the consequences of a rise in temperature attributed to carbon emissions, making renewable energy solutions seemingly a no-brainer. But is the picture as straightforward as that? And where does private investment fit in?In PAT Cast #26, we explore the evolving renewables landscape in APAC and which parts of the region offer the greatest opportunities for scaling up solar power. And we focus on the Philippines and PATRIZIA’s recent investment in Buskowitz Energy Inc. - a leading rooftop solar energy provider in the country - which fits into PATRIZIA’s ‘RE-Infra’ strategic growth area.Your host, Andrew Belt, is joined by:* James Buskowitz, CEO of Buskowitz Energy Inc.* Saji Anantakrishnan, PATRIZIA Head of Infrastructure - Australia and AsiaFind out more at https://www.patrizia.ag/en/

Ever since PATRIZIA’s formation in 1984, the company has had a focus on the European living sector. This evergreen focus is reflected in the company’s new strategy, which is targeting growth to EUR 100 billion AUM by 2030, with the living sector one of the five growth areas central to this ambition. One of the most eye-catching sub-sectors in this growth area is student housing, or purpose-built student accommodation (PBSA). But what makes PBSA such a compelling investment proposition in Europe?PAT Perspectives is the podcast where we ask our guests five key questions on one topic or trend shaping the real assets sector and in this episode, we meet Antonio Marin-Bataller - PATRIZIA’s Head of Investment Management Living. Antonio shares his views on where the student housing market in Europe is strongest, how the sector fits into the real estate risk spectrum and PATRIZIA’s active role in unearthing excellent student housing investment opportunities on behalf of its clients.Find out more at https://www.patrizia.ag/en/6d3ac12ca8b92980aed55937458c1a18385e2523

With rising populations and increasing demand for housing, affordability has become a critical challenge across Europe. Millions struggle to find homes within their budget, and the situation isn’t improving. A new report from global real estate services firm JLL estimates that 23 million new homes are needed in key European markets to ease the crisis - an ambitious goal that would require EUR 5.3 trillion euros in investment. In this episode of the PAT Cast, we explore what affordable housing really means, the role of private capital in helping to address the crisis, and how investment managers, including PATRIZIA, are already facilitating an improved and growing flow of capital into the sector on behalf of clients.Your host is Andrew Belt and he is joined by: Emma Rosser, Director for Living Research - EMEA at JLLMarleen Bekkers, PATRIZIA Sustainable Communities Fund Manager Find out more at https://www.patrizia.ag/en/ This podcast has been issued by PATRIZIA Investment Management S.à r.l. (“PATRIZIA”), which is the manager (AIFM) of PATRIZIA Sustainable Communities I SCSP-RAIF (the “Fund”). This podcast is a service provided by PATRIZIA SE to PATRIZIA Investment Management S.à r.l. The information contained herein is directed only at professional clients and is for general information purposes only. The Fund is closed to new investors, this is not a marketing communication nor financial advice. This material is not to be construed as a recommendation, or an offer to buy or sell, or the solicitation of an offer to buy or sell any financial product. No part of this podcast or the information herein may be distributed, copied or reproduced in any manner, in whole or in part, without our prior written consent.Some of the statements in this podcast may be forward-looking statements or statements of future expectations based on currently available information. Such statements are naturally subject to risks and uncertainties. Factors such as the development of general economic conditions, future market conditions, unusual catastrophic loss events, changes in the capital markets and other circumstances may cause the actual events or results to be materially different from those anticipated by such statements. PAST PERFORMANCE IS NOT A RELIABLE INDICATOR OF FUTURE RESULTS. FUTURE PERFORMANCE FORECASTS ARE NOT A RELIABLE INDICATOR OF FUTURE PERFORMANCE. To the extent permitted by law, PATRIZIA and its officers, employees, agents, associates, and advisers accept no liability whatsoever to any third party in relation to any matter arising from this document. Whilst prepared in good faith, the information contained in this podcast does not purport to be comprehensive and has generally not been verified (in particular if third party information has been used). This podcast has not been filed or approved by any local financial authority.PATRIZIA SE and its affiliates provide no warranty or guarantee in relation to the information provided herein and accept no liability for any loss or damage of any kind whatsoever relating to this material. The information herein is subject to change without notice. All information is qualified entirely by the relevant sales documents relating to any financial product or services.

As we enter a new economic cycle, the first PAT Cast of 2025 explores the outlook for global real assets. With early signs of stabilisation in the real estate market and an evolving infrastructure landscape, we outline where the most compelling opportunities lie for investors in the year ahead.In the first part of the PAT Cast, we take a look at the opportunities and challenges for the real estate industry in 2025, including the enduring strength of the residential and industrial sectors, the rising appeal of alternative asset classes such as data centres and co-living, and the impact geopolitical factors may have on the industry.In the second part of the episode, we assess the continued attractiveness of infrastructure as an investment asset class, with a focus on the decarbonisation and digitalisation megatrends, and identify the sectors and markets which we see bearing fruit, as well as opportunities where greater caution is advisable.Your host, Andrew Belt, is joined by:Mahdi Mokrane, PATRIZIA’s Head of Fund Management Real Estate and Head of Global Investment Strategy, Research, and Investment SolutionsTom Maher, Managing Director - Infrastructure at PATRIZIA

PATRIZIA’s flagship living sector development is the Havelufer Quarter in Berlin, comprising more than 1,500 units which house around 4,000 residents. The development caters for a variety of tenant needs, with options for families, senior residents and single residents, and is firmly focused on building a community through the inclusion of amenities such as co-working spaces, a kindergarten and yoga rooms.So, where does the Havelufer fit into the wider picture of Germany’s living sector?In the latest episode of PAT Perspectives - the podcast where we ask our guests five key questions on one topic or trend shaping the real assets sector - we ask Torsten Bergner, PATRIZIA Director - Head of Asset Management Living DACH, about current trends in the sector, how this is shaping the supply of housing stock, what the future for the sector may look like and the role the Havelufer can play in providing a different approach to community building.Find out more at https://www.patrizia.ag/en/

The European living real estate sector has undergone significant shifts over the past 12-18 months, with a changing macroeconomic picture impacting both the rental market and home ownership. But how resilient is the sector today? What lessons can history offer about its future? And which segments of the sector hold the most potential for investors?In this episode of PAT Perspectives - the podcast where we ask our guests just 5 simple questions on a critical topic or trend shaping the world of real assets - Dr. Marcus Cieleback, Chief Urban Economist at PATRIZIA, unpacks the key findings from PATRIZIA’s European Residential Markets 2024/2025 report. Join host Andrew Belt to learn more about the key takeaways from this annual research report and its many insights. Find out more at https://www.patrizia.ag/en/

There’s more to Brussels than waffles and chocolate - it’s a multicultural, well-connected city which ranks as one of the best places to invest in Europe. This is City in Focus - a podcast series from PATRIZIA where, every quarter, we highlight the cities that stand out or rank highly in PATRIZIA’s European Living Cities Index.In this episode, we learn how Brussels has adapted to meet the needs of its 1.2 million residents, consider the attractiveness of the city’s residential or office sectors for investors, learn more about two PATRIZIA assets in the city - The Louise and Viridis - and the set-up of our Belgian office in the capital, discover how its urban environment has changed over the years, and hear why one resident, who’s spent her whole life in Brussels, has no plans to leave. Your host is Andrew Belt and he’s joined by:Dr Marcus Cieleback, PATRIZIA Chief Urban EconomistRebecca Restle, PATRIZIA Associate - Data IntelligenceSuzy Denys, PATRIZIA Country Manager BeLux and Director - TransactionsAntoine de Borman, CEO - perspective.brusselsErlinde Eeman, Brussels residentFind out more at https://www.patrizia.ag/en/

Around 80% of the buildings that will be standing in 2050 have already been built. So how can we make these existing structures more sustainable, energy-efficient and suitable for modern-day tenants? That's where the concept of ‘brown to green’ comes in. Transforming outdated, inefficient buildings into environmentally friendly, energy-efficient structures that meet the demands of today and the future.In this PAT Cast episode, we explore why companies should be pursuing brown-to-green strategies, the steps involved in decarbonising existing buildings, and how brown to green stacks up when it comes to return on investment. Your host is Andrew Belt and on the panel we have:Paul White, Founding Director of architectural practice, Buckley Gray Yeoman (BGY)Daniel Williams, PATRIZIA Head of Real Estate Development UK & IrelandFind out more at https://www.patrizia.ag/en/ 

The workplace is evolving at a rapid pace, with hybrid and flexible working now the new normal. As a result, the role and design of office spaces are undergoing a dramatic transformation. So, what does this mean for investors?PAT Perspectives is the podcast where we ask our guests five simple questions on one topic or trend impacting the real assets sector.In this episode, we hear from Saskia Roosen - Head of Asset Management BeLux at PATRIZIA - on what the future of office space looks like.Andrew Belt asks Saskia about the ESG credentials becoming essential in the modern office, how these changes present new opportunities for value-add investments, and how PATRIZIA is navigating these trends.They also highlight two of PATRIZIA’s assets that are leading the way in this transition - the new international hub on Endell Street in London and The Louise in Brussels.Find out more at https://www.patrizia.ag/en/

Artificial intelligence (AI) is changing the way businesses operate. From automating routine tasks and processes to increased productivity, AI can free human workers to focus on creativity and problem-solving.Research by Amazon Web Services suggests more than one in three European firms adopted AI in 2023 - bringing the continent closer to the 2030 Digital Decade vision presented by the European Commission in 2021. But where does the real estate industry sit in this landscape? And how can businesses within real estate ensure that they don’t fall behind competitors in the sector?In this episode, we explore how AI could help boost the real estate industry and why companies need to seriously consider adopting AI into their workforce sooner rather than later. We also hear how the Data Intelligence team at PATRIZIA has been using AI to support the company, as well as some of the challenges that come with these new technologies, and learn more about a genAI company supporting real estate firms.Your host is Andrew Belt and on the panel we have:Dr Marcelo Cajias, PATRIZIA Head of Data IntelligenceDr Nino Paulus, CPO & Founder, AlphaPrompt Find out more at https://www.patrizia.ag/en/ 

So far, 2024 has been the year of transition. European countries and the UK are slowly recovering from unprecedented shocks in the previous years – a global pandemic, economic crisis, foreign wars linked to supply issues, a record number of elections. As we have reached the midpoint of 2024, it’s time to take a closer look at the current economic and financial situation, and try to understand what lies ahead. In this episode, we examine what impact these shocks have had on the Euro zone and UK economies, and what the political responses have led to. We look at the state of key segments of the real estate market, from residential sectors to offices, and what markets remain great investments for the rest of the year and beyond. And hear how we can future proof allocations and portfolios.Your host is Ed Whittaker and his guest is:Radu Mircea, Director of Investment Strategy and Research at PATRIZIA Find out more at https://www.patrizia.ag/en/ 

Unique architecture, red buses and a vast underground rail network - London is one of the most recognisable cities in the world, drawing in people from all around the world. And it also consistently ranks as one of the most attractive cities for investors in Europe.This is City in Focus - a podcast series from PATRIZIA where, every quarter, we highlight the cities that stand out in PATRIZIA’s European Living Cities Index, which determines the most attractive and liquid cities for investors seeking a diversified European residential portfolio.In this episode, we learn why London is ranked number 1 on the Index and look to PATRIZIA’s Amenities Magnet to find out which parts of the capital are particularly attractive for investors. We learn about PATRIZIA’s own investment experience in the city, discover how the urban landscape of London has shifted over the years,and we hear from a London resident who shares what she loves about living in the city.Your host is Andrew Belt and here’s the running order of guests on the episode:Dr Marcus Cieleback, PATRIZIA Chief Urban EconomistRebecca Restle, PATRIZIA Associate - Data IntelligencePhil Irons, PATRIZIA Managing Director, Transactions & Fund Management UK & IrelandKath Scanlon, Distinguished Policy Fellow at the London School of Economics and Political ScienceOlivia Dobson, London resident and PATRIZIA Analyst - Client ServicesFind out more at https://www.patrizia.ag/en/ and https://citypulse.patrizia.ag/ 

Cross-laminated timber (CLT) is increasingly being used as an alternative to concrete and steel in construction. Boasting a number of sustainability benefits, CLT presents a hugely attractive opportunity for any investor with their eyes on net-zero.In this episode of PAT Perspectives - the podcast where we ask our guests just 5 simple questions on a critical topic or trend shaping the world of real assets - Andrew Belt interviews Guido Maarsman - a Senior Associate in PATRIZIA’s Asset Management team.In 2022, PATRIZIA made its first investment into a CLT project - the Hof van Duurzaamheid in the Netherlands. Guido led on this project from PATRIZIA’s side.Andrew Belt asks Guido what CLT is, what’s attractive about investing into CLT buildings, what drew PATRIZIA to the Hof van Duurzaamheid investment, and what role CLT will have in the future of our built environment.Find out more at https://www.patrizia.ag/en/

Creating energy from waste is a major way of reducing methane emissions, generating cleaner energy and diverting waste from landfills. And as an essential service, resilient to economic cycles, it presents a stable and attractive option for real assets investors.Welcome to PAT Perspectives - the podcast where we ask our guests just 5 simple questions on a critical topic or trend shaping the world of real assets.In this episode, we hear from Wessel Schevernels - an Operating Partner at PATRIZIA Infrastructure - on the modern technology that’s making energy-from-waste plants one of the cleanest ways to generate energy. Host Andrew Belt asks Wessel what’s driving the many growth opportunities of the sector in Europe, how this all feeds into PATRIZIA’s circular economy platform, and what the future holds.Find out more at https://www.patrizia.ag/en/

Smart street lighting has the potential to save cities up to 80% on their electricity bills. It’s a fundamental, but often overlooked, feature of smart cities. And the growth potential of the sector is huge, making it an attractive investment for a real assets portfolio.PAT Perspectives is the podcast where we ask our guests just five simple questions on one topic or trend impacting the real assets sector. In this episode we hear from Jose Martinez, a Director at PATRIZIA Infrastructure, on how this seemingly simple solution is instrumental in creating connected, more efficient cities, improving the lives of citizens.Host Ed Whittaker asks Jose why institutional investors should be deploying capital into this asset class, how Europe’s regulatory environment is supporting the growth of the sector, and how smart street lighting fits within the theme of smart city investing.Find out more at https://www.patrizia.ag/en/

Paris is one of the most iconic cities in the world, famous for its historical buildings and landmarks like the Eiffel Tower and the Louvre. It also ranks highly as one of the most attractive cities for investors in Europe.This is City in Focus - a podcast series from PATRIZIA where, every quarter, we highlight the cities that stand out in PATRIZIA’s European Living Cities Index, which determines the most attractive and liquid cities for investors seeking a diversified European residential portfolio.As well as insights from the Index and PATRIZIA’s Amenities Magnet, in this episode, we learn how Paris is undergoing an eco-friendly makeover, as the city adapts to a warming climate. We discover the wide-range of investment opportunities present in the city and the wider Paris region. And we find out what Paris is like from a resident’s perspective.Your host is Andrew Belt and here’s the running order of guests on the episode:Dr Marcus Cieleback, PATRIZIA Chief Urban EconomistRebecca Restle, PATRIZIA Data IntelligenceJérôme Delaunay, PATRIZIA’s Head of Asset Management South-West EuropeCharles-Antoine Depardon, Urban Planning Advisor to the First Deputy Mayor of ParisAmal Del Monaco, Paris residentFind out more at https://www.patrizia.ag/en/ and https://citypulse.patrizia.ag/

Today’s economic environment is challenging, but as the debt funding gap widens across the real assets sector, new opportunities are emerging for investors.PAT Perspectives is the podcast where we ask our guests just five simple questions on one topic or trend impacting the real assets sector. In this episode we hear from Alex Waller, Head of Infrastructure Debt at PATRIZIA, on the growing attractiveness of private credit investments as part of a broader infrastructure portfolio.Recorded ahead of the Infrastructure Investor Global Summit in Berlin, Ed Whittaker asks Alex why infrastructure debt is an important part of an LP’s portfolio, which infrastructure debt products are particularly attractive to investors in this new economic environment, and how these products are performing against other fixed income investments.  Find out more at https://www.patrizia.ag/en/

With fundraising in real estate hitting a decade low in 2023, what are the forces shaping the investment decisions of the world’s major sources of capital?PAT Perspectives is the podcast where we ask our guests just five simple questions on one topic or trend impacting the real assets sector. In this debut episode, we hear the perspectives of Konrad Finkenzeller, PATRIZIA’s Head of Global Client Solutions, on the factors influencing global capital markets.Recorded live on the opening day of the MIPIM real estate conference in the south of France, Ed Whittaker sat down with Konrad to get his views on what institutional investors are thinking, feeling and doing in this new economic environment.Find out more at https://www.patrizia.ag/en/

With tenants increasingly desiring sustainable buildings, governments adopting legally binding net-zero carbon targets, and rising concerns around embodied carbon, decarbonising our building stock is essential - and the risks of not taking action are immense.In this episode, we explore how decarbonisation programmes can protect or enhance the future value of an asset, how adopting a sustainable approach can help avoid stranding risks or erosions in value known as ‘brown discounts’, and why, ultimately, this is the right thing to do. We discuss the best ways of decarbonising an asset, including the benefits of retrofitting versus demolition. And we hear real world examples of both successful decarbonisation projects, and those that have failed to keep pace. Your host is Andrew Belt and on the panel we have:Mathieu Elshout, PATRIZIA Head of Sustainability and Impact InvestingKate Crawford, Technical Director of sustainable construction and procurement specialists, KLH SustainabilityFind out more at https://www.patrizia.ag/en/

As we enter a new economic cycle that is resetting markets across the world, the first PAT Cast of 2024 examines the outlook for global real assets and where PATRIZIA expects the most attractive investment opportunities to be this year. In this conversation, we explore both the challenges and opportunities for investors in global markets this year and examine how low investment volumes and declining values in 2023 will make 2024 a buyer's market. We also discuss the major debt and decarbonisation funding gaps and how investors can leverage these opportunities to drive value in the medium term. And our guests offer a dose of optimism, particularly when it comes to investing in sectors underpinned by the long-term megatrends of decarbonisation, urbanisation, digitalisation and demographic changes. Your host is Ed Whittaker and on the panel we have:Mahdi Mokrane, PATRIZIA’s Head of Global Investment Strategy, Research and Investment SolutionsJustin Webb, Head of investment solutions at PATRIZIA Infrastructure.Find out more at https://www.patrizia.ag/en/ 

Frankfurt is not only the financial centre of Germany, but also the centre of the European banking sector. Known as Mainhatten due to the skyscrapers that dominate the city’s skyline and its location on the River Main, Frankfurt is attractive for both investors and residents alike, praised for its connectivity and innovation.This is City in Focus - a podcast series from PATRIZIA where, every quarter, we highlight the cities that stand out or rank highly in PATRIZIA’s European Living Cities Index.In this episode, we share insights about Frankfurt from PATRIZIA’s European Living Cities Index and Amenities Magnet, we find out what it’s like to invest in the city, we examine its history and urban development, and we discover what makes it such a great place to live from a resident’s perspective.Your host is Andrew Belt and here’s the running order of guests on the episode:Dr Marcus Cieleback, PATRIZIA Chief Urban EconomistPD Marcelo Cajias, PATRIZIA Head of Data IntelligenceMartin Odenwald, PATRIZIA Director and Team Head Asset Management Office & Hotel, Mid of GermanyDr Tobias Dichtl, Senior Director – Co-Head of Market Intelligence & Foresight Germany at ColliersIsa Kübrich, Frankfurt residentFind out more at https://www.patrizia.ag/en/

Frankfurt ist nicht nur das Finanzzentrum Deutschlands, sondern auch das Zentrum des europäischen Bankensektors. Aufgrund der Wolkenkratzer, die die Skyline der Stadt dominieren, und der Lage am Main ist Frankfurt für Investoren und Einwohner gleichermaßen attraktiv und wird für seine Konnektivität und Innovation gelobt.Dies ist City in Focus - eine Podcast-Serie von PATRIZIA, in der wir vierteljährlich die Städte vorstellen, die im European Living Cities Index von PATRIZIA besonders hervorstechen oder einen Spitzenplatz einnehmen.In dieser Folge geben wir Einblicke in Frankfurt aus dem European Living Cities Index und dem Amenities Magnet von PATRIZIA, wir erfahren, wie es ist, in der Stadt zu investieren, wir beleuchten die Geschichte und die Stadtentwicklung und wir entdecken, was Frankfurt aus Sicht der Bewohner zu einem so tollen Ort zum Leben macht.Ihr Gastgeber ist Simone Wipplinger und hier ist die Reihenfolge der Gäste in dieser Folge:Dr. Marcus Cieleback, PATRIZIA Chef-StadtökonomPD Marcelo Cajias, PATRIZIA Leiter der Abteilung Data IntelligenceMartin Odenwald, PATRIZIA Direktor und Teamleiter Asset Management Büro & Hotel, Mitte DeutschlandDr. Tobias Dichtl, Senior Director - Co-Head of Market Intelligence & Foresight Deutschland bei ColliersIsa Kübrich, Frankfurt am MainErfahren Sie mehr unter https://www.patrizia.ag

Taking stock of a challenging 2023, this special episode examines the many conversations we’ve had on the PAT Cast over the past year. Throughout this year, we have explored the macro environment shaping a turbulent investment landscape for real assets at regular intervals and also pinpointed key investment opportunities underpinned by the long-term megatrends of decarbonisation, digitalisation, urbanisation and demographic changes.This episode provides teasers from each of the seven episodes of the PAT Cast released this year. If you’d like to listen back to any of them, just follow the links:#11: Outlook for 2023 - Looking through the uncertainty#12: The 15 Minute City: Enriching lives through urban planning#13: Bridging the digital divide:why mid-market is driving the most value in a digital world#14: 2023 Outlook Part II - How are real assets adapting to the permacrisis?#15: Bioenergy: A bridge to a green energy future#16: EXPO REAL Special: Insights from the European Residential Markets Report#17: Solar investment in real estate: Solarfication of logistics assets to add value to unused rooftopsYour host is Andrew Belt.Find out more at https://www.patrizia.ag/en/

Two articles from the second edition of PATRIZIA’s estatements magazine in 2023, read aloud.It isn’t easy going green (01:08) and Supporting smart early education infrastructure in the Nordics (12:32).Your host is Andrew Belt. Articles read by Ollie Guillou.estatements is a twice-yearly magazine which shines a light on key topics within global real assets.

Solar is leading the charge in the transition away from fossil fuels and towards greater use of renewable and cleaner energy sources. And one way it can be adopted at scale in real estate is by installing solar panels on unused roof space, which generates clean energy without the need for new infrastructure.In episode 18 of the PAT Cast - the first of a two-parter on solar investment - we hear how PATRIZIA is utilising solarfication on its logistics assets to create renewable energy, with reference to its large Maasvlakte development on the port of Rotterdam, where solar panels have been added across much of the asset’s 210,000 square metres of available roof space. We learn how solarfication is a win-win for both landlords and tenants alike. And we explore why the use of solar panels is continuing to grow in popularity and how solar developers like Sunrock are exploring how this energy can be used to better serve end users.Your host is Andrew Belt and on the panel we have:Tim Schotte, Senior Asset Manager at PATRIZIAMerel Osinga, Director Business Development at Sunrock.Find out more at https://www.patrizia.ag/en/ 

Copenhagen - the city where everyone cycles - is one of the happiest and most liveable cities in the world. It’s so attractive that up to 9,000 new homes have to be built every year to keep up with demand.This is City in Focus - a podcast series from PATRIZIA where, every quarter, we highlight the cities that stand out or rank highly in PATRIZIA’s European Living Cities Index.In this episode, we learn how Copenhagen’s young, affluent population, great education system and world-class connectivity make it such a compelling city for investors. We hear from PATRIZIA experts about the company’s presence in Copenhagen, and what it’s like to invest in properties in the city. And we discover how it has been shaped into what it is today - a city full of beautiful districts and urban neighbourhoods, bursting with life and rich with culture.Your host is Andrew Belt and here’s the running order of guests on the episode:Dr Marcus Cieleback, PATRIZIA Chief Urban EconomistPD Marcelo Cajias, PATRIZIA Head of Data IntelligenceAnders Klingbeil, PATRIZIA Head of Country and Head of Asset Management for DenmarkMichael Fynbo, PATRIZIA Associate Director - TransactionsAnne Skovbro, By & Havn CEOEmma Risom Nielsen, PATRIZIA Associate and Copenhagen residentFind out more at https://www.patrizia.ag/en/

PATRIZIA’s Investment Strategy & Research team has today released its European Residential Markets Report 2023/24, which shares invaluable insights with investors.Leading on the creation of the report is Dr Marcus Cieleback, PATRIZIA’s Chief Urban Economist and, in this bonus episode of the PAT Cast, he tells us about its key findings - one of the major takeaways being that, despite a decline in residential investment transactions, Europe still remains the top global destination for diversifying portfolios through cross-border investment.This episode was recorded at EXPO REAL in Munich - the biggest trade fair for real estate and investment in Europe.Your host is Andrew Belt.Find out more at https://www.patrizia.ag/en/

As we race to decarbonise the planet, finding alternative energy sources is critical. Green hydrogen might be the fuel of the future, but bioenergy is the fuel of today - and the case to invest has never been stronger.In this episode, we highlight the extraordinary work being done by Italian bioenergy producer, Biomet, and ask: what is bioenergy? How will it help us decarbonise? And what opportunities does it present to infrastructure investors? We explore the reality of producing and using bioenergy in Europe, which industries are best suited to its adoption, and learn of the remarkable journey which led Antonio Barani to conceptualise and found Biomet, which is now under majority ownership by PATRIZIA Infrastructure.Your host is Andrew Belt and on the panel we have: Antonio Barani, CEO and Founder of BiometOliver Hailzl, PATRIZIA Director of InfrastructureFind out more at https://www.patrizia.ag/en/

2023 has been another year defined by global challenges. But as we head past the halfway point in the calendar, just how is the real assets sector adapting to the global permacrisis? In this special mid-year review, we discuss how the current economic environment compares to the GFC, what the market needs to bounce back, as well as which sectors will offer the brightest spots for investors.  Your host is Andrew Belt and on the panel we have: Radu Mircea, Director, Investment Strategy & Research, PATRIZIA

Milan is not only a fashion powerhouse, it’s also a city that’s growing rapidly, with its booming economy outpacing the rest of Italy. This is City in Focus - a new podcast series from PATRIZIA where, every quarter, we highlight the cities that stand out or rank highly in PATRIZIA’s European Living Cities Index.In this episode, we explore how both Milan’s strengths and challenges make it an attractive investment opportunity, we highlight some of PATRIZIA’s own investments in the city, we find out how Milan transformed into the economic powerhouse it is today, and one resident explains why she chooses to call Milan her home.Your host is Andrew Belt and here’s the running order of guests on the episode:Dr Marcus Cieleback, PATRIZIA’s Chief Urban EconomistPD Marcelo Cajias, PATRIZIA Head of Data IntelligenceAndrea Airò, PATRIZIA Associate Director - TransactionsFabrizio Trani, PATRIZIA Head of Asset Management ItalyGiancarlo Tancredi, Councillor for Urban Regeneration for The Municipality of MilanAmbra Lo Nardo, PATRIZIA Senior Associate - Asset Management and Milan residentFind out more at https://www.patrizia.ag/en/

With the world becoming increasingly connected and reliant on technology, the drive to digitise is an essential part of levelling up our communities.In a crowded market witnessing rapid innovation, which companies are delivering the most value, and where should investors allocate capital? In this episode we highlight the work of Connexin, a portfolio company of PATRIZIA and mid-market player whose mission is to “connect the real world to the digital world to improve lives”. We find out why smaller, more nimble companies are crucial when it comes to reacting to a fast-evolving market. And we learn about the opportunities for smart solutions opened up by digital infrastructure.Your host is Ed Whittaker and on the panel we have:Phoebe Smith, Senior Director at PATRIZIA InfrastructureFurqan Alamgir, CEO of ConnexinFind out more at https://www.patrizia.ag/en/

Two real estate related articles from the first edition of PATRIZIA’s estatements magazine in 2023, read aloud.Why 2023 is the year of value-add (01:16) and The dual funding gap: debt costs and decarbonisation could see accelerated property sales (11:31).Your host is Ed Whittaker. Articles read by Ollie Guillou.estatements is a twice-yearly magazine which shines a light on key topics within global real assets.

Two infrastructure related articles from the first edition of PATRIZIA’s estatements magazine in 2023, read aloud.Answering the need for internet speed (01:14) and Accelerating APAC’s sustainable future (09:48).Your host is Andrew Belt. Articles read by Ollie Guillou. With quotes read by Ed Whittaker and Phillippa Guillou.estatements is a twice-yearly magazine which shines a light on key topics within global real assets.

Berlin ist berühmt für seine reiche Geschichte, Kultur und Musikszene sowie Vielfalt im Allgemeinen. So ist es kaum verwunderlich, dass Deutschlands Hauptstadt auch für Investoren äußerst attraktiv ist.Unsere brandneue Podcast-Reihe City in Focus beleuchtet einmal im Quartal eine der Städte, die unser PATRIZIA European Living Cities Index Ranking anführen. Berlin landete dort auf dem Platz 3.Sie sind gewohnt, unsere Podcasts auf Englisch zu hören? Wir auch. Aber da die Protagonisten dieser Folge alle in Deutschland leben und arbeiten, wollten wir die einmalige Chance nutzen und ausnahmsweise auch einen Podcast in Deutsch realisieren.In der aktuellen Folge finden wir heraus, warum Berlin Investoren magisch anzieht, wie diese Investments in der Praxis aussehen und eine waschechte Berlinerin erzählt uns, warum die Stadt der perfekte Ort zum Leben ist.Ihre Gastgeberin ist Annette Rausch und das ist die Reihenfolge unserer Gäste:·        Dr Marcus Cieleback, Chief Urban Economist, PATRIZIA·        PD Marcelo Cajias, Head of Data Intelligence, PATRIZIA·        Ulf Christiansen, Managing Director, Transactions DACH, PATRIZIA·        Professor Dr Florian Koch, University of Technology and Economics, Berlin·        Nele Hermann, Associate Transactions, PATRIZIAMehr Informationen finden Sie unter www.patrizia.ag und unter www.citypulse.patrizia.ag

As a city known for its diversity, rich history and culture, and world famous music scene, it’s no surprise Germany’s capital Berlin is an incredibly attractive location for investors.This is City in Focus - a brand new podcast series where we’ll be highlighting the cities that rank highly in PATRIZIA’s European Living Cities Index on a quarterly basis. Ranked 3rd in the Index is Berlin.In this episode, we find out why Berlin is a magnet for investment, we learn what it’s like in practice to invest in the city and a resident shares why she feels Berlin is the perfect place to live.Your host is Andrew Belt and here’s the running order of guests on the episode:Dr Marcus Cieleback, Chief Urban Economist, PATRIZIAPD Marcelo Cajias, Head of Data Intelligence, PATRIZIAUlf Christiansen, Managing Director, DACH Transactions team, PATRIZIAProfessor Dr Florian Koch, University of Technology and Economics, BerlinNele Hermann, Associate - Transactions, PATRIZIAFind out more at https://www.patrizia.ag/en/