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Analysis Comment

Energy policy: Rich course brings higher electricity prices to industry and consumers

The IWR criticizes the energy policy course of Federal Minister of Economics Reiche: Capacity market, EEG amendment and grid connection package shift control power to grid operators and drive up prices. From 2031, a capacity market levy will be added.
by Internationales Wirtschaftsforum Regenerative Energien (IWR)
EnergyMarketsStatements

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Balkendiagramm zur prozentualen Verteilung von Verkaufsdruck in verschiedenen Immobiliensegmenten laut JLL. Bildquelle: JLL
Analysis

JLL study: Voluntary sales dominate German real estate investment market

A JLL analysis of the German real estate investment market 2024 to mid-2026 shows that over 70% of sales are voluntary; 17% under financial pressure, 10% from insolvencies. Logistics leads voluntarily with 87%, open-ended mutual funds sell more often under pressure; More pushes expected in 2026.

by JLL
Markets
Analysis Quarterly Report

APAC deal activity down 11% YoY in first seven months of 2026, reveals GlobalData

In the APAC region, the number of deals (M&A, PE, VC) fell by around 11% from January to July 2026, according to GlobalData. M&A -22%, Private Equity -25%, Venture Capital +3%. China +6%, India +1%, Japan -38%; Australia, South Korea and Singapore with double-digit declines.

by GlobalData
MarketsPrivate Equity
Ist ein Preis transparenter, wenn man ihn verbietet – oder wenn man ihn sieht?
Report Weekly

Is a price more transparent if you ban it – or if you see it?

The Federal Court of Justice prohibits administrators from charging commissions for the rental of apartments that they manage themselves (Az. I ZR 224/25). The aim is more market transparency; However, costs do not disappear and could be priced differently. This could favor scaling and disadvantage smaller HOAs.

by Tobias Moroni | Institutional Investment Partners
MarketsRegulatory
Analysis

JLL: AI boom is changing the European data center landscape

JLL sees a structural change in the European data center market as a result of the AI boom. New hyperscaler projects are located on average 175 km from hubs (2022-2025: 46 km) as electricity capacities cause bottlenecks. Frankfurt remains the largest market with 970 MW, while Berlin is growing strongly.

by JLL
MarketsReal EstateReal Estate
News

Pfandbrief banks grant new real estate loans worth EUR 80.4 billion in the first half of the year

In the 1st half of 2026, the Pfandbrief banks organised in the vdp granted real estate loans worth EUR 80.4 billion, an increase of 8.5% compared with H1 2025. Residential real estate loans reached EUR 50.1 billion, commercial loans EUR 30.3 billion; only slight growth is expected for H2.

by Verband deutscher Pfandbriefbanken (vdp)
Markets
Analysis Report Survey

Lenders want to significantly expand real estate financing in Germany

A CBRE survey shows that 71 percent of lenders active in Germany are planning to grant more loans in 2026. Residential real estate remains in the lead, office rises to third place; Conditions improve slightly. 82 percent finance alternative segments, sustainability remains a key requirement.

by CBRE
MarketsPrivate Debt
Dr. Wulff Aengevelt, geschäftsführender Gesellschafter Aengevelt Immobilien (Credits: Aengevelt Immobilien)
Analysis Report

“Aengevelt calculates low nationwide relief of the housing market.”

Aengevelt reports a slight nationwide relief of 281,000 units (0.6%) for 2025: The stock increased by 196,000 apartments, the number of private households fell by 85,000. Despite regional relief, rents continue to rise, especially in A-cities; more new construction demanded.

by Aengevelt Immobilien
MarketsReal Estate
Strom (l.) und Gas (r.): Terminpreise für die Lieferjahre 2027 bis 2029, jeweils zum 31.07.2026 und vier Wochen zuvor. Quelle: NeoBid Marktbericht 07/2026, EEX-Settlementpreise, Stand 31.07.2026. Hinweis: THE = Trading Hub Europe, deutsches Marktgebiet und Referenzpunkt für Erdgaspreise. Quelle: NeoBid GmbH
Analysis

Electricity for the winter quarter costs 60 percent more than for the summer – energy procurement for 2028 and 2029 comes into focus

Electricity and gas prices for 2027 rose significantly in July — most sharply in the upcoming winter quarters. The later delivery years, on the other hand, are valued significantly lower. For real estate portfolios, early, bundled procurement can therefore make sense.

by NeoBid
EnergyMarkets
Analysis Report Survey

RICS: Sentiment improves slightly despite turbulent geopolitical environment as headwinds ease / Germany: Credit conditions deteriorate sharply, majority sees the market in a downturn or at the bottom of the cycle

The RICS Global Commercial Property Monitor Q2/2026 shows a slight improvement in sentiment (CPSI -1). America remains strong, MEA weakens, Europe recovers only slightly and suffers from a tighter credit environment. In Germany, the CPSI falls to -23; Credit conditions collapse to -70%.

by RICS
MarketsReal Estate
Analysis

RICS: Sentiment in the construction industry rises in most regions worldwide and outlook for credit conditions also recovers somewhat

The RICS Global Construction Monitor Q2/2026 reports firmer construction activity worldwide: The Construction Sentiment Index rises to +13, in Europe to +17.

by RICS
Markets
Analysis Quarterly Report

Munich office market: Technology companies drive sales growth

Newmark reports around 349,000 m² of take-up in the Munich office market H1 2026 (+33%). Drivers are technology, semiconductor, defense and life sciences companies; Prime rent 60 €/m², partly 74 €/m²; vacancy rate 8.8%; Outlook for 2026: approx. 600,000 m².

by Newmark Group, Inc.
MarketsReal Estate
Analysis Comment

CO₂ price: The real cost question begins in 2028

A market commentary by Wüest Partner: The cabinet decision of 12 August 2026 leaves the national CO₂ price 2027 at 55–65 €/t. From 2028, ETS 2 will take effect with market-based, potentially higher prices – particularly risky for inefficient buildings. Investors should plan for higher scenarios.

by Wüest Partner 
MarketsReal EstateRegulatoryStatements
News Survey

AI improving job security and productivity for asset managers, Clearwater Analytics research reveals

Survey by Clearwater Analytics shows: 61% of asset management executives expect AI to increase job security, 28% less, 1% completely replacement. AI increases efficiency by 3-4 hours per week. Companies train, transfer and redesign roles.

by Clearwater Analytics
CasesMarkets
Comment

IVD: Housing construction continues low water

In June 2026, 21,600 dwellings were approved (+13.8% year-on-year), and 126,300 (+15.1%) in the first half of the year. Despite growth, the IVD warns of persistent low water in residential construction and calls for faster relief, early new construction subsidies and less regulation.

by Immobilienverband Deutschland IVD Bundesverband e. V.
MarketsReal EstateReal EstateStatements
PR Chart - France Power Market Outlook, Update 2026
Analysis Forecast

France faces major resilience test as nuclear output rises and renewables scale up, says GlobalData

GlobalData sees France facing a stress test: Increasing nuclear power production and growing renewables require more storage, flexibility and backup, as well as market-driven incentives. Coal phase-out by 2027, SMRs, grid expansion and storage are considered the keys to security of supply.

by GlobalData
EnergyMarkets
Report Weekly

Who still needs a product law?

Luxembourg plans to allow SCS/SCSp-AIFs umbrella structures with legally separate compartments even without a fund product law with draft law 8814 (30 July 2026). The aim is unbundling: regulation via the approved EU AIFM, product design as required – for example for concentrated assets.

by Tobias Moroni | Institutional Investment Partners
MarketsRegulatory
Portugal Power Market Outlook, Update 2026
Analysis Report

Portugal’s gas-fired plants to remain essential despite renewables surge, says GlobalData

GlobalData expects gas-fired power plants in Portugal to remain indispensable for grid stability for the time being, despite strong growth in renewables. Permits, grid connection and a lack of storage are slowing down. New connections and storage should help; by 2035, more than 70% green electricity is realistic.

by GlobalData
EnergyMarkets
Pascal Kleine, Geschäftsführer von Pecuria (Copyright: Pecuria)
Analysis Report

Evaluating nursing homes: Which criteria are really decisive when selecting sustainable investments

Due to the ageing society and the increasing need for care, nursing homes are considered a comparatively stable investment. However, long-term investment success does not arise demographically alone: location, operator, contract structure and construction quality are decisive.

by Pascal Kleine
Pecuria GmbH
InfrastructureMarketsReal Estate
Analysis Quarterly Report

JLL: Office index Victor Prime Office loses points

JLL reports a 3% decline in the Victor Prime Office Index to 169.2 points for Q2 2026. Increased prime yields in all five Class A cities are depressing performance, while rental markets remain stable. Munich shows the most stable development, Berlin the sharpest decline.

by JLL
MarketsReal Estate
Analysis

White Paper of the ApartmentAllianz Berlin – Stricter Berlin City Tax Burdens Weakening Tourism Industry

ApartmentAllianz Berlin warns of the consequences of the increased city tax: 7.5 percent since 2025 and extended to six months, it drove revenues to 150.35 million euros. At the same time, guest numbers remain below pre-crisis levels and hotel insolvencies are rising significantly.

by Apartment Allianz Berlin
MarketsReal Estate
Analysis Report

GARBE PYRAMID MAP – Asian demand for space is growing and shaping European logistics real estate markets

The GARBE PYRAMID MAP shows stable European logistics real estate markets at mid-2026 with predominantly constant prime rents. Asian companies are driving demand for space. Slightly rising yields; best opportunities currently in Spain and selected UK secondary markets.

by GARBE Industrial
MarketsReal Estate
AL and ML emerge as cornerstones of predictive maintenance in power industry, says GlobalData
Analysis Report

AL and ML emerge as cornerstones of predictive maintenance in power industry, says GlobalData

GlobalData reports that AI and ML are becoming central pillars of predictive maintenance in the energy industry. The new report shows examples from utilities and highlights energy tracking, digital twins with AR and CO2 pricing as drivers.

by GlobalData
EnergyMarkets
Asset Managers Are Concerned About the Risks That AI Introduces, Clearwater Analytics Research Reveals
Analysis Report

Global study reveals asset managers are concerned about the risks that AI introduces

A Clearwater Analytics study shows that asset managers are increasingly using AI, but are highly concerned about risks. Data governance (67%), operational risks (64%), lack of skills (62%) and cultural hurdles (52%) are cited. Regulation, costs and bias are also a cause for concern.

by Clearwater Analytics
Markets

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