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 D...

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...

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 Au...

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 transitio...

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...

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 qu...

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 investor...

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 expla...

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 u...

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 strate...

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 significan...

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 epis...

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 episod...

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 a...

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 ass...

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-brai...

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 s...

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 EU...

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 estat...

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 yo...

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...

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...

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 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 Ro...

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...