Markets

Research, market opinions and commentaries on the various asset classes, segments and regions.

Analyse Article Comment Infographic Interview Monthly News Podcast Quarterly Report Video Weekly

Top contribution

Analyse Report

New study by Wüest Partner: CO₂ emissions are empirically proven drivers of real estate values for the first time

How does a building's CO₂ emissions affect its market value? A new study by Wüest Partner provides reliable empirical evidence for the first time.

by Wüest Partner

All posts in this category

Report

Colliers Residential Report: Rising Demand and Shrinking Supply Drive Investment Business

Institutional and private investors are increasingly focusing on existing properties, ESG-compliant properties and portfolios. Transaction activity is expected to remain high in 2025/2026.

Markets Real Estate

Interview Weekly

Office real estate: Is an investment still lucrative now?

The office sector is not currently very popular with institutional investors. Whether office properties are a discontinued model – or whether opportunities are emerging for investors from the market shakeout right now.

Cases Markets Real Estate

Comment Report

New dynamics: AI boom and low prices revive America’s metropolises

Inside USA - Market Commentary

Markets Real Estate

Analyse Report

NAI apollo: High market activity on the Frankfurt office leasing market also in the third quarter

Take-up of 455,600 square metres – record result within the last ten years

Markets Real Estate

Infographic Report

The heat is returning to the big cities: Residential weather map 2025 by BPD and bulwiengesa shows trend reversal

With the so-called living weather map, living trends and their changes are represented using a colour scale similar to a weather map. By the way, the hottest municipality this year is in Bichl in the district of Bad Tölz.

Markets Real Estate

Article

UK Water: A Contrarian View

UK Water is going through a public and investor relations nightmare. Water nowadays has the toughest PR amongst infrastructure sectors as the public tends to get much more emotional about water compared to other utilities.

Cases Infrastructure Markets

Article

German residential property can be a winner from new US tariff policy

Affordable housing is in short supply across Germany, particularly in urban areas, where demand far exceeds supply. This situation has been made worse by a sharp decline in new construction.

Cases Markets Real Estate

Report

Housing market Germany 2025: Trend reversal so far has failed to materialize, prices are rising, opportunities in regional markets

Wüest Partner publishes new study format: Germany-wide analysis and in-depth look at 30 cities

Markets Real Estate

Report

Certified office space stock grows by a fifth in major cities

Existing buildings make a significant contribution to the increase – Frankfurt remains the frontrunner

Markets Real Estate

Report

Catella Research: Europe’s logistics markets find their balance – moderate rent increases with slightly falling yields

Catella has published a new logistics map for Europe. The European Logistics Market Overview Q2 2025 covers 50 markets in 21 countries and provides an up-to-date overview of prime net yields, rent levels and export/import dependency of each country.

Markets Real Estate

Report

New ESG paper from Colliers: Focus on monument protection and sustainability

The paper sheds light on the topic of "architectural monuments" with regard to sustainability requirements. Market participants are rather critical of the sustainability performance of architectural monuments.

Markets Real Estate

News Report

GARBE PYRAMID MAP: European prime yields of logistics properties with stable development

Long-term perspective: Sustainable stability in core markets, slight recovery visible

Markets Real Estate

Article Report

Trend survey on real assets: Majority plans acquisitions in the next six months

The results show that despite ongoing uncertainties, many market participants expect a revival in transaction activity and are at the same time planning concrete adjustments to their portfolios.

Infrastructure Markets Real Estate

Report

Remarkable Resilience: Global Economic and Private Markets Update

Despite high geopolitical and trade policy uncertainty, the global economy and markets have remained remarkably resilient so far this year. What's behind this resilience and will it continue? Nick Brooks, ICG's Chief Economist, assesses the outlook.

Markets

Article Comment

FED: Vibes of the Seventies

Central banks and governments have always had a difficult relationship. The independence of the central bank is not an automatically accepted good, but mostly the effect of bad experiences from phases of high inflation and periods of central banks dependent on periods.

Markets

Comment

Commercial real estate financing in the age of uncertainty – the results of the German Debt Project 2025

This year's report on commercial real estate financing, the German Debt Project, makes it clear that 2025 will not bring a sudden turn for the better, but a gradual revival, albeit unevenly strong according to market segments.

Markets Private Debt Real Estate

Report

Nursing Home Atlas 2025: Investment pressure, location quality and ESG requirements characterize the nursing home market

Wüest Partner expects an additional demand of up to 145,937 nursing home places by 2040. Nursing homes with good location factors and good operator quality or creditworthiness are once again becoming the focus of investors.

Cases Markets Real Estate

Report

Rising defence spending in Europe: 37 million m² of additional demand for logistics and industrial space possible by 2033

According to a recent report by Savills, rising defence spending and new NATO commitments will lead to a significant increase in demand for industrial and logistics real estate across Europe and the UK.

Markets Real Estate

Report

New logistics survey from Brookfield Properties, Savills and Analytiqa shows growing confidence among investors and developers, but caution among users

Investor and developer confidence is increasing, with 41% of users expecting to expand their warehouse space next year, up 12 percentage points from last year.

Cases Markets Real Estate

Comment

If inflation stabilises at current levels and GDP growth slows noticeably due to lower US demand for European goods as a result of the tariff increases, I think a 25 basis point rate cut in December is likely.

As expected, the ECB has left key interest rates unchanged in order to continue to monitor the currently rather stagnating economic development.

Markets Statements

Comment

The general conditions remain challenging for the industry at the current interest rate level

Project developments continue to be under pressure from high financing costs, and many market participants remain cautious. Despite the uncertainties, however, we are confident that 2026 can be a turning point for the market.

Markets Statements

Comment

With its decision, the ECB is keeping all options open

The start has been made: The mood of the German economy has brightened in the first 100 days of the new federal government. However, there is still a lack of implementation of concrete measures to strengthen Germany as a business location ...

Markets Statements

Report

GARBE PYRAMID-MAP: Rental development on the European logistics real estate market remains stable – growth forecast until 2030 subdued

Annual rent increases of an average of 1.9 percent expected. First half of 2025: Moderate rent growth with stable market development overall. Regional differentiation is increasing – top markets remain driving forces

Markets Real Estate

Report

Transaction market for modern living is reviving – new construction is lagging behind

With a volume of 165 million euros, the total volume of the previous year was already exceeded at the end of the first half of the year.

Markets Real Estate

Save post

Markets

Top contribution

All posts in this category

#Newsletter: Stay up to date!