In the Media

The mid-market offers ample opportunities to generate alpha, Dmitriy Antropov and Marc Meier from our infrastructure secondaries business explain in this Infrastructure Investor keynote. In a wide-ranging interview, Dmitriy and Marc explain why the mid-market is attractive in the current environment, how this segment provides opportunities to create value, and how to achieve scale.

“You can play infrastructure secondaries as an alpha strategy; you can play it as a beta strategy. For us, we always have run this and will run this going forward as an alpha strategy,” Marc Meier, Managing Director, told Secondaries Investor following the news that our infrastructure secondaries strategy generated around USD 1.5 billion in distributions for clients during the first half of 2025. Marc was joined by Dmitriy Antropov, our Head of Infrastructure Partnership Investments, to discuss the strategy, our recent investments, and outlook for the market.

"We see Japan, South Korea, and Europe as key growth markets, with multiple tailwinds set to drive future demand for hospitality real estate," Stephen McCall, Managing Director, Real Estate Europe, says in a new IREI feature on unlocking opportunities in the hospitality sector. In this feature, Stephen and co-author Souad Cherfouh, Lead Investment Research, talk about the key regional trends shaping the sector, how we identify opportunities in Europe, and our strategic partnership with Trinity Investments.

In a guest contribution for Swiss newspaper Neue Zürcher Zeitung, Head of Infrastructure Esther Peiner talks about the benefits of investing in infrastructure and some of the themes we are watching in the space. With the asset class now also available in an evergreen structure, individual investors can now also access this investment opportunity.

In this new keynote interview with PERE, Eric Shepsman and Henrik Orrbeck, our co-heads of real estate for the Americas and Europe respectively, take an in-depth look at the residential housing markets on each side of the Atlantic. Eric and Henrik discuss common growth drivers, how we identify attractive markets for investment, and which subsectors, such as student housing or senior living, are performing the strongest.

Nicholas Kuys and Ismail Afara from our Infrastructure team in APAC and Europe respectively spoke with Infrastructure Investor about the rapid growth of the data center market in these regions. In this wide-ranging interview, Nicholas and Ismail discuss the drivers for the rising data demand and how investment opportunities outside of the mature US data center market are becoming ever more attractive.