In the Media

"We have strong conviction towards the logistics sector and there remains an appetite among investor clients for us to deploy capital on their behalf," Peter Holden, our Co-Head of Asset Management Private Real Estate, says in a new keynote interview with PERE. In this interview, Peter and Audrey Symes, Lead Investment Researcher Private Real Estate, discuss demand drivers for logistics, the importance of sustainability in attracting occupiers, and current macro headwinds.

"Energy efficiency may not get the attention that renewable generation does, but it is an indispensable component of climate change mitigation," says Todd Bright, our Co-Head Private Infrastructure Americas, in a Q&A with Infrastructure Investor. In this Q&A, Todd explains the different energy efficiency solutions available, what new opportunities the Internet of Things is creating within energy efficiency, and the great work our portfolio company Budderfly, which provides energy efficiency as a service, is doing.

Following a thematic approach that looks to invest through economic cycles has never been more important for mid-market managers, Ben Russell, Senior Asset Class Manager at Partners Group, writes in a Buyouts guest article. In this piece, Ben provides examples of Partners Group's thematic investing approach in action and explains how second order thinking can help identify sectors and assets with sticky demand, above-average growth rates, and market resilience.

As public markets shrink in the US and globally, there is growing interest amongst retail investors in evaluating and diversifying into private markets, Rob Collins, Head Private Wealth US at Partners Group, told Private Equity International in this keynote interview. Rob goes on to talk about the main barriers to retail investors accessing private markets, the products being developed for this investor group, and the future role blockchain technology can play in democratizing the asset class.

"Last year marked the first time in my career that I saw credible published ev­idence of a premium for green build­ings," says Peter Holden, Co-Head Private Real Estate Asset Management at Partners Group, in this interview with PERE. Peter explains that energy-efficient buildings will continue to attract the right tenants and are therefore more likely to be good assets in 10 or 15 years' time. Elsewhere, Peter talks about the legislative drivers to decarbonize and the importance of sustainability for capturing occupier demand.

Although renewable electricity capacity is forecast to rise more than 60% from 2020 levels by 2026, this alone will not be enough to meet Paris Agreement goals. As a result, there is now growing recognition that carbon management must be part of the solution. In this deep-dive interview with Infrastructure Investor, Matthew Lipton, Senior Lead Investment Research Private Infrastructure, outlines where we see investment opportunities in carbon management, how this "nascent yet mature" sector is developing, and the commercial and technical challenges investors face.