PATRIZIA Podcasts

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 Economist

Rebecca Restle, PATRIZIA Data Intelligence

Jérôme Delaunay, PATRIZIA’s Head of Asset Management South-West Europe

Charles-Antoine Depardon, Urban Planning Advisor to the First Deputy Mayor of Paris

Amal Del Monaco, Paris resident

Find 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 Investing
• Kate Crawford, Technical Director of sustainable construction and procurement specialists, KLH Sustainability

Find 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 Solutions

Justin 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 Economist

PD Marcelo Cajias, PATRIZIA Head of Data Intelligence

Martin Odenwald, PATRIZIA Director and Team Head Asset Management Office & Hotel, Mid of Germany

Dr Tobias Dichtl, Senior Director – Co-Head of Market Intelligence & Foresight Germany at Colliers

Isa Kübrich, Frankfurt resident

Find 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-Stadtökonom

PD Marcelo Cajias, PATRIZIA Leiter der Abteilung Data Intelligence

Martin Odenwald, PATRIZIA Direktor und Teamleiter Asset Management Büro & Hotel, Mitte Deutschland

Dr. Tobias Dichtl, Senior Director - Co-Head of Market Intelligence & Foresight Deutschland bei Colliers

Isa Kübrich, Frankfurt am Main

Erfahren Sie mehr unter https://www.patrizia.ag