Driving value for our clients in the new growth cycle

Legendary American football coach Tom Landry once said: “Setting a goal is not the main thing. It is deciding how you will go about achieving it and staying with that plan.”

At PATRIZIA we have a common vision: to become the go-to manager for smart real asset solutions. And we want to achieve EUR 100 billion assets under management (AUM) by 2030. But a growth strategy can never be a goal in itself. Our strategy must reflect our clients’ needs for strong and stable returns and identify the megatrends that we leverage to focus on long-term value creation for them.

We are entering a new growth cycle. But this cycle is different from previous growth cycles. On the one hand, we see inflation and interest rates stabilising. At the same time, geopolitical uncertainties prevail, and global tariff and trade tensions can lead to a new wave of protectionism. We may also face the danger of different monetary policies across the globe. These economic developments are likely to create very different economic dynamics in different regions.

However, in this world in transition, the DUEL megatrends – digitalisation, urbanisation, energy transition and living – provide attractive investment opportunities for value creation. This is what our mid-term strategy is all about. Creating value for our clients with a clear focus on five key growth areas: Living, Value Add, European Infrastructure, RE-Infra and our independent multi-manager platform Advantage Investment Partners (AIP). We have a watertight plan for growth in place. And you will learn more about our new mid-term strategy 2030 in this edition of the estatements magazine.

Most importantly, we have an outstanding team in place with a unique sector specialist expertise to identify future investment opportunities and act with purpose and conviction on behalf of our clients. In this edition, we highlight our growth area programmes, including value-add impact investing and European infrastructure investments in energy-from-waste, as well as our value-add focus in delivering strategic asset mandates and fast-growing sectors like student housing.

Our Head of Investment Division James Muir and our Head of Fund Management RE-Infra Phoebe Smith shed more light on the shared synergies of real estate and infrastructure which provide even more investment opportunities for our clients in the emerging RE-Infra growth area.

In each forthcoming issue of the magazine, we will share new insights on our five growth areas and share the progress we make on executing our mid-term strategy 2030.

As Tom Landry said: you need a clear goal and must stick to the execution plan you have in place. I am incredibly excited about the growth opportunities in this new market cycle. And rest assured, we will remain focused on delivering stable and attractive returns for our investors in this dynamic world in transition.