Sustainable Investing

AI’s appetite for electricity is forcing investors and developers to rethink how data centers grow, with renewable energy moving from the sidelines to the heart of operations, writes Elisabeth Jeffries.

PBSA continues to see resilient demand throughout the region, say Juan Manuel Acosta and Matteo Minardi.

Sustained demand and strong returns have cemented PBSA as one of the most attractive real estate asset classes.

The investor, which has links to a large shopping mall owner, also sees opportunity in sustainable real estate, said principal Julian Marwitz.

Much of the institutional investment community is wary of defense tenancies, but in Europe they are not automatically incompatible with ESG frameworks, writes Tobias Kassner, head of research at GARBE Industrial.

Investment director Drew Ritchie welcomes the debut Reserved Investor Fund structure to help further the UK financial institution’s plan to allocate £110m in the sector by 2030.

The pension fund will invest €500m with manager Bouwinvest in sustainably built affordable housing.

The few managers that have developed strategies focused on real estate decarbonization are benefiting from significant market tailwinds.

With the Iran war exposing the volatility of energy pricing and the fragility of global supply, real estate managers consider how renewable energy can help mitigate the risks.

PensionDanmark and SamPension are both backing the Northern Europe-focused vehicle as first-time investors with the Copenhagen-based manager.