Maximilian Radert

"I therefore assume that the September step will initially mark the end of the current tightening"

Maximilian Radert, Head of Product Development & Research, KINGSTONE Investment Management, with a statement on the ECB's interest rate hike.

Interest Rate Cycles and Real Estate Markets – Evidence from Historical Time Series

How do geopolitical tensions, inflation and monetary policy affect capital markets and real estate investment? This question was addressed in the May issue of Macro Matters – Investment Insights entitled "Interest Rate Cycles and Real Estate Markets – Evidence from Historical Time Series".

Stagflation as a scenario – why real assets remain relevant

From textbook to reality: Stagflation in focus

"The ECB left key interest rates unchanged at its March meeting – as we expected."

The ECB is pausing the key interest rate, but geopolitical tensions and higher energy prices are clearly shifting the risk in the direction of possible increases. Inflation expectations are now decisive – if they rise, the ECB is likely to have to act.

Canada Calling – Rethinking Real Estate Allocations in North America ("Macro Matters" – Expo Real Special 2025)

The geopolitical compass Local supply as a fixed star in the European real estate portfolio

Our puzzle tableau of megatrends shows that geopolitical change marks the "north" of a strategic compass that real estate investors must increasingly use as a guide.

European residential real estate markets between black swans and grey rhinos

Review Webinar Series "Macro Matters – The KINGSTONE Real Estate View" (June 2025)

Construction industry as a problem child of the German economy – times without a turnaround?

Our junior analyst Amelie Feye has analysed the current situation in the German construction industry. The focus is on economic development, structural stress factors and political measures to stabilise residential construction.

KINGSTONE Real Estate buys office property in Munich-Neuhausen

The total area of around 3,000 square metres is mainly used by well-known office tenants. In addition, there are two restaurants in the building. The seller is a private investor.

“Buy in May”? – Psychological pitfalls and real opportunities on the housing market

Every spring, it haunts the financial world again: the stock market wisdom “Sell in May and go away – and come back on St. Leger's Day”. But can this capital market logic be transferred to the real estate market?

Puzzle of megatrends: Which trends are moving the real estate world?