PATRIZIA Podcasts

The digital transition continues to change the world around us. From the rise of AI to the growth of tools and technology optimising processes and performance, and in the world of real assets, the rise in demand for physical infrastructure supporting this trend, digitalisation has already come a long way in a relatively short space of time.

So, what’s next on the horizon from a real assets investment point of view? And how is the digital transition shaping investment strategies, data-driven insights and asset management?

This is the focus of PAT Cast #36, with host Andrew Belt asking the questions answered by a trio of digital experts at PATRIZIA: Head of Fund Management Infrastructure – Europe Phoebe Smith, Head of Investment Strategy & Data Intelligence PD Dr. Marcelo Cajias and Head of Smart Lab Shreya Sheth. Phoebe, Marcelo and Shreya share their views on the next steps on the evolution of the digital transition in real assets and draw upon their own experiences investing, managing and advising in the industry with this lens.

The UK pensions system is being transformed to better realise its potential through investment and smarter mechanisms to deliver for savers.

So, what has happened? Who is driving this change? And how can this deliver for savers, investors, governments and real assets?

Tackling these questions, and others, in the latest 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 - are PATRIZIA's Global Head of Product Simon Redman and Director - UK Product Gus Wiseman.

While geopolitical tensions have dominated headlines in 2026, the “DUEL” megatrends – digital, urban, energy and living transitions – which guide PATRIZIA’s mid-term investment activity have held firm – and in some cases emerge stronger from this macro market volatility.

In the second part of our half-year review PAT Cast, PATRIZIA's Head of Fund Management Real Estate Mahdi Mokrane and Head of Fund Management Infrastructure – Europe Phoebe Smith share their summary of real assets investment in 2026 so far and what lies on the horizon for the remainder of the year with host Andrew Belt.

For more insights from PATRIZIA, visit https://www.patrizia.ag/en/real-insights

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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-insights

For 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-insights

Or 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/