Becoming the GO TO MANAGER for smart real asset solutions
Asoka Wöhrmann
Looking at PATRIZIA’s successful journey over the past 40 years, we clearly see the trends that propelled our clients’ investment success and the growth of our company: internationalisation, a growing variety of real estate asset classes, and being close to the asset to create added value – to name just a few strengths that have helped us drive our clients’ investment success and grow as a company.
Digital transition – in particular the need for modern data networks, data centres and the use of smart technologies for more efficient buildings.
Urban transition 2.0 – by 2050, 80% of Europe’s population will live in cities. Accordingly, urban centres must be reimagined for work, mobility, energy efficiency and quality of life.
Energy transition – the decarbonisation of energy and industry requires huge investments in grids, charging stations, generation and storage solutions.
Living transition – our industry must respond to demographic shifts and changing lifestyle demands, providing sustainable, affordable, high-quality housing.
Today, we see that we can build on those strengths, but also anticipate a world in transition with emerging key investment themes and new considerations for being a leading global real asset manager.
Based on our 40-year expertise in real estate and 25-year expertise in infrastructure investments, we clearly see that the combined offering of real estate and infrastructure provides the key for addressing the DUEL megatrends that are changing our world.
The DUEL megatrends are starting to determine which real asset investments will provide attractive returns and see growing interest in the markets. Despite the still overall subdued market sentiment, more than half of investors intend to increase their real assets allocations to the energy transition over the next five years, 40% want to grow their exposure to the digital transition, close to 30% to the urban transition, and 26% to the living transition, as the 4th PATRIZIA Investor Survey reveals. For the survey, close to 100 international investors shared their insights with us.
And the share of allocations addressing the megatrends will certainly grow dynamically once the overall market sentiment picks up and the interest rate environment lightens. The investment opportunities in these megatrends are therefore set to grow. We want to be our clients’ partner of choice in taking advantage of these megatrends – or rather the go-to manager for smart real asset solutions.
