Markets

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Analyse News Report

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.

Analyse Report

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.

Analyse Report

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.

Article

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.

Analyse Comment Report

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.

Analyse Quarterly Report

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.

Analyse Report

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.

Andreas Löcher, Leiter Investment Management Operational bei Union Investment 
Analyse Umfrage

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.

Analyse Report

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.

Analyse Report

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.

Comment

Yield beats interest: Residential investments pay off again

A market commentary by Jürgen Michael Schick

Analyse

Study by Wüest Partner: Cologne area in transition – rents rise sharply, region moves more into focus

Wüest Partner examines 23 cities and municipalities in the Cologne area. Asking rents will increase by an average of 18 percent between the third quarter of 2022 and the third quarter of 2025.

Analyse Report

Expert Committee Berlin: Residential and commercial building market continues to grow – capital returns

The Berlin market for residential and commercial buildings (WGH) continues to grow. According to the latest data from the Valuation Committee, the number of transactions in the first three quarters of 2025 rose by around 32 percent compared to the same period last year to 572 sales.

Analyse

Broad acceptance of fixed office attendance requirements worldwide

JLL study proves the importance of modern workplaces

Quarterly Analyse

Savills: Large transactions return to the European office market

An analysis by Savills based on preliminary RCA data shows that the average transaction size for office properties in Europe rose to €30 million in Q3 2025, the highest level in three years.

Quarterly Report

Logistics companies are once again increasingly attracted to German conurbations

The German market for warehouse and logistics space is extremely stable after three quarters in 2025. A total of around 4.35 million m² was taken up in the first nine months of the year – of which 1.2 million m² or 28 per cent were owner-occupiers.

Comment

As expected, the ECB has left the deposit rate at 2.0 percent, sending a clear signal of monetary policy continuity

As expected, the ECB has left the deposit rate at 2.0 percent, sending a clear signal of monetary policy continuity.

Comment

In the USA, the central bank is lowering key interest rates to stimulate the economy

In the USA, the central bank is lowering key interest rates to stimulate the economy. This fuels discussions about whether the Fed is still acting independently or has already been manipulated by Trump. Meanwhile, the ECB is sticking to its course of interest rate stability – and that's a good thing.

Comment

The ECB’s decision to leave key interest rates unchanged is understandable and correct

The ECB's decision to leave key interest rates unchanged is understandable and correct. Although the inflation rate in the eurozone is approaching the two percent target, price pressures remain in the service sector and in parts of the consumer sector.

Report Analyse Quarterly

Aengevelt analyses dynamic office market in Frankfurt

According to analyses by Aengevelt Research, the Frankfurt office market achieved office space take-up (including owner-occupiers) of around 460,000 m² in the first three quarters of 2025. Compared to the same period last year (Q1–Q3 2024: 262,300 m²), this represents an increase of around 75%.

Analyse Video

European residential real estate markets between black swans and grey rhinos

Analyse Report

Aengevelt analyses subdued office market in Düsseldorf

According to analyses by Aengevelt Research, the office market in the Düsseldorf region achieved office space take-up of around 164,000 m² in the first three quarters of 2025. Compared to the same period last year, this represents a decrease of approx. 6 %. Compared to the decade average, it is about 40% less.

Quarterly Report

Commercial real estate financing: Loan-to-values fall by almost ten percentage points in ten years

Loan-to-values (LTVs) in commercial real estate financing have fallen by around ten percentage points over the past ten years. This was the result of a special evaluation by the BF. Quarterly Barometer. The loan-to-value ratio sets the loan amount in relation to the market value.

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