PATRIZIA Podcasts

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Jul 2026

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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/

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July 14, 202621 min

PAT Cast #35: 2026 mid-year report Part 2: “DUEL” megatrend investment resilience in action

While geopolitical tensions have dominated headlines in 2026, the “DUEL” megatrends – digital, urban, energy and living transitions – which guide PATRIZIA’s mid-term investment activity have held firm – and in some cases emerge stronger from this macro market volatility. In the second part of our half-year review PAT Cast, PATRIZIA's Head of Fund Management Real Estate Mahdi Mokrane and Head of Fund Management Infrastructure – Europe Phoebe Smith share their summary of real assets investment in 2026 so far and what lies on the horizon for the remainder of the year with host Andrew Belt. For more insights from PATRIZIA, visit https://www.patrizia.ag/en/real-insights For the latest updates from PATRIZIA, follow us on LinkedIn: https://www.linkedin.com/company/patrizia-se/

July 8, 202636 min

PAT Cast #34: 2026 mid-year report Part 1: Acceleration of the investment boom in a higher inflationary environment

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 Director - Infrastructure Tom Maher take stock of the real assets investment environment, sharing their key takeaways and forecasting what the rest of the year has in store, with host Andrew Belt. For more insights from PATRIZIA, visit https://www.patrizia.ag/en/real-insights For the latest updates from PATRIZIA, follow us on LinkedIn: https://de.linkedin.com/company/patrizia-se

June 24, 202626 min

PAT Cast #33: Investing in the housing solutions of the future

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 options in future? In PAT Cast #33, host Andrew Belt is joined by PATRIZIA's Head of Investment Management Living Antonio Marin-Bataller, Head of Investment Strategy Radu Mircea and Head of Value Add Private Equity Mads Rude who share their views on this question, focusing on the sector segments, strategies and markets which are ripe for investment.

April 7, 202633 min

PAT Cast #32: Is the energy transition unstoppable?

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 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.

January 29, 202623 min

PAT Cast #31: 2026 Outlook Part 2: A market ripe for DUEL megatrend investment

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/

January 13, 202617 min

PAT Cast #30: 2026 Outlook Part 1: Upward momentum in the new cycle

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/

December 9, 202510 min

PAT Perspectives #16: Is the office sector back?

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/

December 3, 202513 min

PAT Perspectives #15: How increased defence spending and energy security concerns are reshaping the European logistics sector

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/

September 10, 202513 min

PAT Cast #29: Unlocking the latent potential of real estate developments through AI

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/

August 27, 20257 min

PAT Perspectives #14: Guiding investors on the living sector’s transition

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 .