Markets

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Article Comment

A sector approach: UK real estate in 2025

With January's bond yield-led volatility calming down, we take stock of real estate as an asset class, looking at which sub-sectors might be of interest to investors in the year ahead.

Article

High interest rates and low defaults? A 2025 private credit outlook

In the first episode of the 2025 Outlook, LGIM's experts explain why private credit is well positioned for 2025, supported by still-high interest rates, positive GDP growth in the U.S., and an improving M&A environment.

Podcast

German real estate market 2024: Retrospective and outlook for 2025

The year 2024 is history. The real estate market has largely continued the expected recovery. Last year, for example, the residential investment market clearly won the asset class comparison. The take-up of office space in Germany's office strongholds has also risen from quarter to quarter.

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Video

Webcast online: The top trends in the real estate market in 2025

From data centers to hotels: – take a look at the most exciting developments and forecasts for the global real estate market. Our "2025 Inside Real Estate Outlook" offers exclusive insights, expert analysis and forward-looking strategies that you should not miss.

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Report

Aengevelt Residential Investment Index AWI continues to rise

Aengevelt Research has been publishing the AWI index since 2008 as a qualified scientific guide to the residential investment market. After the worst result in the 2022/2023 winter survey with 47.9 points, its value rose again afterwards.

Bumpy Road Ahead
Comment

Bumpy recovery expected in real estate investment markets in 2025

Although the latest transaction data suggest a recovery in the German real estate investment market, the situation remains volatile: the risk premium of real estate compared to long-term government bonds has fallen significantly since the beginning of December.

From data centers to hotels: The top trends in the real estate market in 2025

The expected recovery of the real estate market is likely to vary depending on the sector. Commercial real estate in particular is showing signs of stabilisation and could become the starting point for a new growth cycle.

Quarterly Report

Healthcare investment volume slightly above previous year, but still well below long-term average

The healthcare investment market recorded a transaction volume of just under €1.2 billion in 2024. The previous year's result was thus exceeded by 6%, but the year-end result is 51% below the long-term average.

Interview Podcast

DATA CENTER: STATUS QUO AND PERSPECTIVES

The demand for data centers is increasing – they have now developed into an attractive and high-performance asset class. Advancing digitalization in all areas of life and business is causing the need for data centers to continue to increase.

Interview Podcast

REPOSITIONING: WHICH REAL ESTATE REUSE MAKES SENSE?

In today's podcast episode, we want to deal with one of the trending topics of recent years: repositioning. Together with Andreas Völker and Christian Hotz, we clarify why this topic is currently so relevant and which subsequent use actually makes sense.

Podcast

ESG & PROPERTY MANAGEMENT: THE NEW (GREEN) ROLE OF THE PMS

Sandra Ambrosi, Senior Project Manager ESG, and Robert Schmidt, Director of Technical Property and Project Management, talk about concrete ESG measures that can be implemented in property management.

Podcast

Concrete ESG measures: First steps on the way to sustainable real estate

In today's podcast episode, we look at concrete ESG measures. We have invited Managing Director Jan Schildmeier and Head of Sustainability Hermann Hörster.

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Quarterly

Retail investment market in Germany: After year-end rally in portfolios, most significant increase in turnover in an asset class comparison

Even though the results of the years before 2023 have not yet been achieved, the retail investment market was able to take advantage of the continuously improved market sentiment over the past 12 months and achieve a good overall balance in 2024.

Gewerbeimmobilie
News Quarterly Report

German investment market for commercial real estate

The German commercial real estate investment market recorded a turnover of around EUR 24.4 billion in 2024, an increase of 9% compared to the previous year.

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Quarterly Report

Upward trend discernible: hotel investment revenue up 5% year-on-year

For 2024, an investment volume of around €1.4 billion was registered for the German hotel investment market. Although the long-term average was missed, an increasing market momentum was nevertheless observed over the course of the year.

News Quarterly Report

Residential real estate market Germany

The transaction volume on the investment market for residential real estate amounted to approx. EUR 8.8 billion in 2024. This corresponds to an increase of 14% compared to the same period last year.

Quarterly Report

Industrial and logistics real estate market ends the year with momentum despite difficult conditions

The German investment market for industrial real estate recorded a turnover of around 6.9 billion euros in 2024, which represents an increase of one fifth compared to the previous year.

Quarterly Report

Trough reached: Office investment markets at a turning point

Office properties were by far the most affected by the difficult economic environment and higher interest rates. In addition, there was a certain uncertainty regarding the future development of the home office quota. But the trend is going back to the office.

Quarterly Report

Logistics confirms top position in asset class ranking

Investments in logistics real estate were able to successfully defend their top position in 2024, which they achieved for the first time in the previous year. The nationwide transaction volume amounts to €6.87 billion, which corresponds to 27% of total investment turnover.

Quarterly Report

Top 6 office markets: Users between cost pressure and high requirements

In 2024, take-up in the top 6 office letting markets was 5% higher than in the previous year, but 24% below the 10-year average

Wohngebäude
Quarterly Report

Residential investment asset class with the highest turnover in 2024

The German residential investment market continued its market recovery in the fourth quarter. The investment volume increased significantly in 2024 compared to the previous year, with the result that €9.3 billion was invested in larger residential portfolios (30 residential units or more).

Immobilientransaktion
Quarterly Report

Upturn continues: Investment turnover increases noticeably

BNP Paribas Real Estate publishes investment figures for 2024: Investment turnover in Germany increased significantly in 2024. The total result amounts to around €35.2 billion, which corresponds to growth of almost 27% year-on-year.

Podcast

BNPPRE MEETS MEAG – (AGAIN) GOOD TIMES FOR REAL ESTATE INVESTORS?

Is Germany still the safe haven for investors? Which asset classes promise good performance? And what role does ESG play? We answer these questions in an interview with Katrin Hupfauer, Head of Real Estate Transactions at MEAG.

Comment

New opportunities and a 2-class society on the office market!

The office segment has lost favor with investors. Weak economy, geopolitical crises and changed working environments are the main reasons. Nevertheless, a distinction should be made as to which offices meet the requirements of users and investors in the long term

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