Markets

Demand for AI data center capacity in Europe has more than tripled

The demand for data center capacities for artificial intelligence in Europe has increased sharply in recent years, more than tripling compared to the previous year. This development shows the growing interest and investment in AI technologies on the continent.

Exclusive survey on the residential investment market: Over 80% of investors expect prices to remain stable or rise

A survey by SCHICK IMMOBILIEN shows that over 80% of investors expect stable or rising prices in the residential investment market. The willingness to buy is increasing, and investors remain optimistic despite political risks, especially in Berlin.

Rents and purchase prices rise moderately: Spread between new contract and existing rents continues to increase – Catella Research

The Catella Residential Market Overview Q3 2025 shows increasing differences between new contract and existing rents in Europe. With an average increase in rents of 4.5% in the previous year, Dublin is in the lead, while purchase prices for condominiums have risen by 2.7%.

JLL: AI revolution is sweeping the German real estate industry at record speed

A JLL study shows that 92 percent of real estate decision-makers worldwide, and as many as 93 percent in Germany, are already using AI applications or are planning to do so this year. Despite the high ambitions, many companies are struggling to fully achieve AI goals, with cyber and privacy requirements cited as key hurdles.

EU Taxonomy: Preserving ambition, facilitating application in the real estate industry

The Association of German Pfandbrief Banks and the Energy Efficient Mortgages Hub Netherlands are calling for a pragmatic revision of the EU taxonomy for the real estate industry. In a joint White Paper, they propose seven adjustments to facilitate the application of the directives and promote the financing of sustainable construction projects.

Applying growth equity investing to operational real estate

On the back of our recent report looking at investing in real estate operating companies, we assess how growth equity investing can be applied to operational real estate assets.

Retail Index: European retail environment experiences significant upswing

Highest level since 2018, with Poland, Spain and Portugal as the new top trio in the EU-15 index.

DIP analyses moderate upturn in the German office markets

Balance Sheet Q1-Q3 2025 of DIP – Deutsche Immobilien-Partner

Savills: Rents drive up prime office costs again

In the third quarter of 2025, the cost of prime office space increased by 0.8% globally, according to Savills' Prime Office Costs Report. Frankfurt recorded the highest regional increase with an increase of 3.6%.

Demand for real estate loans continues to rise

Real estate loans from vdp member institutions reached a volume of EUR 107.3 billion from January to September 2025, an increase of 18.2% compared to the previous year. Residential real estate loans in particular made a significant contribution to this.

Commercial real estate financing: Average loan volumes are getting smaller

Loan volumes in commercial real estate financing have become smaller in the last ten years. Almost half of those surveyed state that the average loan volume is less than 10 million euros.

JLL survey: People want AI-assisted living environment

People are attracted to AI-powered environments and are also looking for digital downtime. JLL Global Survey Reveals Need for Discrete Technology Integration in Personal and Professional Life

Artificial Intelligence Will Be the Key Growth Driver for Data Center Demand in EMEA

According to the International Data Corporation (IDC), the global AI market will grow to $144.6 billion by 2028, representing a compound annual growth rate of 30.3% between 2024 and 2028.

Aengevelt analyses increasing sales momentum in the Magdeburg office market

Following a significant increase in half-year results compared to the same period last year, Aengevelt Research analyses continued dynamic market activity in the 3rd quarter of 2025 on the Magdeburg office market, with take-up of around 5,400 m².

Savills: European retail investment up 16% year-on-year

According to Savills, the European transaction volume for retail real estate has exceeded 24.6 billion euros since the beginning of the year. This represents an increase of 16% compared to the same period in 2024.

Financial repression – an offer that you can’t refuse when the state needs money?

Whole loans are an important financing component to ensure the feasibility of many projects

The market for alternative real estate financing remains challenging, but the mood is brightening. The financing environment has stabilised slightly compared to the previous year, and the new reality of high interest rates has reached market players.

The future of residential construction in Germany is serial

Cost and time savings, better working conditions for skilled workers and less susceptibility to defects, as well as the increasing variability of architectural options, make building with prefabricated elements attractive for an increasing number of stakeholders.

PTXRE: Selective recovery of the German real estate market expected for 2026 as conditions remain tight

In 2026, the (re)financing gap on the German real estate market will increase, according to PTXRE estimates. Resilient segments of logistics, hotels and retail offer investors broad entry opportunities; Selective opportunities at Büro.

Victor Prime Office office performance index continues moderate growth

The indicator level for the observed top locations in the German real estate strongholds of Berlin, Düsseldorf, Frankfurt, Hamburg and Munich stood at 171.2 points at the end of September 2025. All cities have a positive performance.

Global use of third-party logistics service providers is on the rise – industrial companies are responding to ongoing uncertainty

In the U.S. alone, the segment saw a 12% increase in the second quarter as retailers and manufacturers increasingly turn to 3PLs to better manage supply chain risks.

13th Investment Barometer by Union Investment and HospitalityInside: Subdued expectations, polarising trends

The situation in the German hotel investment market is complex, and the mood is differentiated. While the prospects for their own companies and the industry as a whole are improving slightly compared to the previous year, the revenue development of the hotels is uncertain. The polarization of trends is intensifying.

Savills: European factory outlet centres record increasing investment volume

According to Savills, the investment volume in European factory outlet centers (FOCs) increased to 653 million euros in the first half of 2025. This represents a 3.2% share of the total retail investment market in Europe.

GRR Basic Retail Report 2025: Local supply properties remain Europe’s stable investment anchors

With the fifth edition of its GRR Basic Retail Report, the asset and investment manager GRR GARBE Retail Real Estate GmbH (GRR GARBE Retail) together with JLL presents a comprehensive market analysis of the food retail real estate segment.