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 UK
• Ed Pugh, PATRIZIA Head of Investment Management Sustainability 
• Aaron Scott, PATRIZIA Head of Sustainable Transformation Infrastructure

Find 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 Strategy

Find 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.

Disclaimer

The 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 Asia

Find 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/

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