Sectors

Our primary focus is on infrastructure assets, particularly in the energy, transportation, and telecommunication sectors. Through our extensive network within industry and government, we remain at the cutting edge of innovative technologies and emerging business models. This enables us to assess new developments quickly and confidentially, carefully considering both the opportunities and challenges.

Energy

Significant changes driven by the energy transition:

The simultaneous phase-out of coal and nuclear power in Germany is significantly increasing the importance of alternative energy sources.
Extensive subsidy programs are accelerating the expansion of renewable energies.
Hydrogen continues to gain importance as an innovative energy source and an important medium for energy storage.
The growing demand for energy storage is a critical consequence of the volatility of renewable energy production.

Telecommunication

Advancing technological progress:

Massively growing data volumes, driven by the digitalization of our everyday lives and the technological innovation such as AI applications, require an increasingly powerful telecommunication infrastructure.
This results in significant investments in the expansion of high-performance fiber-optic networks as well as 5G networks, and thus also telecommunication towers.
In addition, massive investments are being made in the number and power of data centers to process and store the exponentially increasing amount of data.

Transport

Ongoing changes in transport behavior:

The increasing adoption of electric vehicles requires the development of an extensive charging infrastructure, especially in urban areas where private charging options are limited or along main travel routes.
Digital business models for traffic control and parking management are gaining traction.
Travel habits are changing because of the pandemic, especially in the business context.