PATRIZIA Podcasts

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/

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/