Markets

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

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Wohnimmobilieninvestments
Article Quarterly Report

German investment market for residential real estate: More intense bidding competition, especially for well-located existing properties

In the 1st half of the current year, the transaction volume with residential real estate* amounted to a good 3.2 billion euros, according to Savills.

Article Quarterly Report

The global uncertainties are also reflected in the investment markets

The recovery trend of the German investment markets observed at the beginning of the year took a little breather in the second quarter. Nevertheless, the previous year's result was exceeded by around 2% overall.

Immobilieninvestmentmärkte
Article Quarterly Report

German real estate investment market: Supply increases, transaction volume not yet

In the 1st half of 2025, commercial and residential real estate* changed hands on the German real estate investment market for around EUR 13.3 billion. Compared to the same period last year, this represents a decrease of 13%.

Immobilieninvestmentmärkte
Article Quarterly Report

Real estate investment market fluctuates between recovery and uncertainty

After a promising start to the year, the momentum on the German real estate investment market slowed down again in the second quarter of 2025.

Bau-Turbo
Comment

The construction turbo could initiate the turnaround for residential construction

Prof. Dr. Mathias Hellriegel in the IREBS position on upcoming changes, the significance for housing construction, upcoming challenges and positive impulses for the industry.

Article

Top-down or bottom-up?

Different approaches can be taken when selecting managers and investment products and constructing multi-manager portfolios. We will now discuss what the practical differences are and why they play a role for us.

Rechenzentrum
Article

Higher Performance Drives Data Center Energy Demand

Electricity availability, sustainability and regulation pose challenges

Article Comment

The relentless rise in global yield curves

Swelling deficits and political uncertainty are steeping the curve.

ELTIFs als verbindendes Element in Europa
Comment Weekly

ELTIF: European Success Stories – Also for Germany?

"The knot has burst," states the introduction to the broad-based study on the ELTIF market by the analysis firm Scope. In fact, ELTIFs have become the trendsetter of recent years.

Studentenwohnung
Article Report

Growing investment opportunities expected in the student housing market in Germany

The demand for high-quality, flexibly usable housing for students in Germany remains high. As a recent publication by Savills shows, there is attractive investment potential in the area of student housing.

Zunehmende Unsicherheit
Article Comment

Uncertainty has come to stay. That’s not all bad

Prof. Dr. Tobias Just on structural changes that reach far into the future and their implications for the real estate industry.

Article Report

French SCPIs are increasingly investing across borders – capital inflows are recovering

According to Savills' latest analysis, French SCPIs* are increasingly investing outside their home market – with other European countries as the main beneficiaries.

Podcast

The VC Ecosystem in Germany

Webinar Fondsbörse Private Markets
Video

Private Markets – LiveTALK: “2025: Reset on the real estate markets – What investors can do in the 2nd half of the year”

In the first Private Markets - LiveTALK webinar, we discuss with experts from the real estate industry what investors can do in the 2nd half of the year, which types of use will become (more) attractive, what role secondaries play and how investors can deal with expiring loans.

Navigating Private Markets
Article Comment Report

Navigating the Private Markets landscape in 2025 (so far)

Like other asset classes, Private Markets have had to navigate a 2025 strewn with macro uncertainty. Here, we look at assets we believe are screening positively in the current environment, while asking what needs to change to bolster other sub-sectors.

Article

Office real estate markets on hold

The German office property market will remain cautious in the first quarter of 2025, but selling pressure is increasing as many standstill agreements expire. Pricing remains challenging, but investors can benefit from discounts, especially for properties with development potential. The secondary market for fund shares offers a discreet way to adjust office allocations.

Immobilieninvestitionen nehmen zu
Quarterly Report

Global investment market to grow by 34 percent in the first quarter of 2025

Global real estate transaction volume reached $185 billion in the first quarter of 2025, up 34 percent year-on-year. EMEA achieved the largest increase in sales among the world regions at 41 percent.

Real Estate: Chancen in Segmenten
Article

Where institutional investors are heading in the 2nd half of the year

A recent survey of institutional investors and asset managers conducted by Real Blue Kapitalverwaltungsgesellschaft in May 2025 shows interest in the residential, logistics and – increasingly – data centre segments.

Global Real Estate
Report

Geopolitical uncertainty and tariffs will not affect the long-term recovery of global office and industrial investment

In its latest Global Capital Markets Reports, Savills has examined the likely short- and long-term impact of recent macroeconomic and geopolitical uncertainties.

Article

“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?

Article Report

Czech Republic, Hungary and Ireland record largest increase in European logistics investment volume

According to the latest Savills study, the investment volume for logistics real estate in Europe reached €38.2 billion in 2024, an increase of 15% compared to the previous year. This result is mainly due to a robust end to the year.

Article

Structural Tailwinds in Real Estate: Why Supermarkets, Student Housing, Healthcare, and Logistics Are the Segments to Watch

The European real estate landscape is undergoing a profound transformation, driven by enduring demographic, consumer, and technological shifts. Four sectors in particular are emerging as the most resilient, scalable, and institutionally appealing.

Article Report

Office take-up in Europe up 4%, while completions are expected to decline by 2026

In the first quarter of 2025, European office space take-up reached 1.9 million m², according to the latest analysis by Savills, which corresponds to an increase of four percent compared to the previous year. Savills expects an increase of 5% year-on-year for the full year 2025.

Soziale Infrastruktur
News

Social Infrastructure: The Topic of the Future for Core Investors

If you want to invest in the German real estate market in the long term and stably, you should consider the social infrastructure sector with schools, daycare centres and administrative buildings.

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