PAT Cast #31: 2026 Outlook Part 2: A market ripe for DUEL megatrend investment
Thu Jan 29 2026
The tide has turned for real assets investments. After a 2025 in which the industry stabilised as we entered a new cycle, many parts of the market are set to accelerate in 2026. But what real estate and infrastructure investment strategies will provide the most value this year?
More opportunities are opening up, especially along the DUEL megatrends of digitalisation, urbanisation, energy transition and modern living which forms PATRIZIA’s long-term investment compass.
In PAT Cast #31 - the second part of PATRIZIA’s 2026 Outlook - host Andrew Belt is joined by Co-Heads of Fund Management - Mahdi Mokrane for real estate and Graham Matthews for infrastructure.
Together they discuss investments from 2025 which demonstrate the strength of the DUEL megatrends, where value creation opportunities are going to lie in 2026 and how the convergence of real estate and infrastructure - known as RE-Infra at PATRIZIA - will continue to evolve over the next 12 months.
The episode is the second of a two-part outlook, with the second part focused on capital deployment over the next 12 months, following the first which focused on the outlook based on the general wider investment lens.
For more, visit https://www.patrizia.ag/en/real-insights
Or follow us on LinkedIn: https://www.linkedin.com/company/patrizia-se/
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The tide has turned for real assets investments. After a 2025 in which the industry stabilised as we entered a new cycle, many parts of the market are set to accelerate in 2026. But what real estate and infrastructure investment strategies will provide the most value this year? More opportunities are opening up, especially along the DUEL megatrends of digitalisation, urbanisation, energy transition and modern living which forms PATRIZIA’s long-term investment compass. In PAT Cast #31 - the second part of PATRIZIA’s 2026 Outlook - host Andrew Belt is joined by Co-Heads of Fund Management - Mahdi Mokrane for real estate and Graham Matthews for infrastructure. Together they discuss investments from 2025 which demonstrate the strength of the DUEL megatrends, where value creation opportunities are going to lie in 2026 and how the convergence of real estate and infrastructure - known as RE-Infra at PATRIZIA - will continue to evolve over the next 12 months. The episode is the second of a two-part outlook, with the second part focused on capital deployment over the next 12 months, following the first which focused on the outlook based on the general wider investment lens. For more, visit https://www.patrizia.ag/en/real-insights Or follow us on LinkedIn: https://www.linkedin.com/company/patrizia-se/