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PATRIZIA Podcasts

PATRIZIA Podcasts

PATRIZIA
Uitgebracht: 2025-07-22
© Copyright 2025 PATRIZIA
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54 afleveringen
Audio
Luister in Apple Podcasts
Gratis0%
54 afleveringen
Audio
Luister in Apple Podcasts
Uitgebracht: 2025-07-22
© Copyright 2025 PATRIZIA
Meest recente aflevering
#27 Real assets mid-year report: Europe is back

#27 Real assets mid-year report: Europe is back

Halfway 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
Tijd: 16:15
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Halfway 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 Strategy
Find out more at patrizia.ag/en/
Aflevering-ID: 1000718476273
GUID: 6349ed7d-5824-4ddb-b6e2-6ee2540fd027
Releasedatum: 22-7-2025 00:30:00

Beschrijving

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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