Podcast
PATRIZIA Podcasts
Hosted by PATRIZIA · EN
What is impacting investing? What is driving the huge demand for new infrastructure projects? Why is sustainable real estate no longer a nice to have? What can we expect from the smart cities of the future? PATRIZIA's podcast channel answers these questions and so much more, with in-depth analysis from thought-leaders from around the world and our team of PATRIZIA experts and external guests. Tune in for fascinating insights into the worlds of real estate and infrastructure. Find out more at https://www.patrizia.ag/en/
11episodes
Episodes
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PAT Cast #32: Is the energy transition unstoppable?
Apr 700:33:51Tap to summarizeThe 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.
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PAT Cast #31: 2026 Outlook Part 2: A market ripe for DUEL megatrend investment
Jan 2900:23:47Tap to summarizeThe 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/
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PAT Cast #30: 2026 Outlook Part 1: Upward momentum in the new cycle
Jan 1300:17:53Tap to summarizeReal 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/
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PAT Perspectives #16: Is the office sector back?
Dec 900:10:31Tap to summarizeCould 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/
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PAT Perspectives #15: How increased defence spending and energy security concerns are reshaping the European logistics sector
Dec 300:13:52Tap to summarizeEurope 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/
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PAT Cast #29: Unlocking the latent potential of real estate developments through AI
Sep 1000:13:29Tap to summarizeAI 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/
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PAT Perspectives #14: Guiding investors on the living sector’s transition
Aug 2700:07:17Tap to summarizeWhile 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.
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#28 Has the ESG bubble burst in real assets investing?
Jul 2900:35:47Tap to summarizeWith 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/
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#27 Real assets mid-year report: Europe is back
Jul 2100:16:15Tap to summarizeHalfway 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/
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PAT Perspectives #13: A ‘massive opportunity’: Analysing Germany’s new infrastructure fund
Jun 900:07:50Tap to summarizeThe 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/
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