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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.

by Catella

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.

by Colliers

Real Estate Markets

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

by GARBE Industrial

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.

by Real Blue Kapitalverwaltungs-GmbH

Markets Infrastructure 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.

by ICG

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.

by Dr. Jürgen Callies | MEAG

Markets

Foto von Étienne Beauregard-Riverin auf Unsplash

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.

by IRE|BS Immobilienakademie

Markets Private Debt Real Estate

Foto von Rollz International auf Unsplash

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.

by Wüest Partner

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.

by Savills

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.

by Savills

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.

by Hamburg Commercial Bank

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.

by neworld

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 ...

by HIH Invest Real Estate GmbH

Statements Markets

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

by GARBE Industrial

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.

by CBRE

Markets Real Estate

Article Comment News

Capital market perspectives: A party cannot last forever if the supports of the ballroom are removed.

The current US administration is tearing down previously supporting pillars of the economic system and prosperity. Stock markets are currently concentrating more on the positive news. However, the current measures create an environment that increases risks for capital markets in the long term.

by Dr. Jürgen Callies | MEAG

Markets

Report

Inconsistent standards make it difficult to compare the energy efficiency of buildings in Europe

The energy efficiency classes of commercial real estate in Europe are only comparable to a limited extent. Savills points this out in a recent article as part of the Impacts publication series.

by Savills

Markets Real Estate

Report

Global real estate transaction volume remains stable, with “growth and outperformance niches in selected regions and sectors”

According to Savills' latest Takes Stock Global Capital Markets Report, global real estate transaction volume amounted to $380 billion in the first half of 2025. This is largely in line with the level of the first half of 2024.

by Savills

Markets Real Estate

Report

Office use in 2025: ESG-compliant quarters instead of isolated office locations

What will become of the office in a time marked by home office, ESG regulations and economic uncertainty? In an interview with Wüest Partner, Emanuel Coskun, Senior Managing Director at Hines Germany, gives an assessment of the future of the office markets in Germany.

by Wüest Partner

Markets Real Estate

Article

More than a contract: tenant management as a value strategy

Whether residential real estate is really viable as an investment is not only decided when buying or exiting, but during ongoing operations. More precisely: in lease management. It is the point where strategy and reality meet.

by Stefan Fuchs | Domicil Real Estate Group

Real Estate Markets

Article

Institutional investors are returning to the real estate market – but selectively

The readjustment of the portfolio allocation has begun. This is shown by a survey conducted by INDUSTRIA Immobilien in spring 2025.

by FRICS Thomas Wirtz | INDUSTRIA Immobilien GmbH

Real Estate Markets

Quarterly Report

BF. Quarterly Barometer Q3 2025: Significant upturn in sentiment among real estate financiers

The main reason is better refinancing conditions. New business is increasing, but less strongly than in Q2. Banks are financing on a larger scale again. Falling margins as a sign of increasing competition.

by BF.direkt AG

Markets Real Estate

Article

Future Outlook & Recommendations for Action

'Farsightedness decides: How institutional portfolios will be successfully positioned in 2030'

by Marco Kohla | GalCap Europe

Markets Cases Real Estate

Article Comment Report

Generative AI in data centres part 3: How GenAI shapes AI sovereignty and data centre investment

In this final instalment, we consider how capital flows for data centre investment are shaped by AI sovereignty and geopolitics, and how the evolution of GenAI will increase their impact.

by Miriam Uebel | L&G

Energy Infrastructure Markets Private Debt

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