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Analysis Article Report

The convergence of digital and clean power infrastructure

Digital and clean power infrastructure are both expanding rapidly, driven by artificial intelligence (AI) adoption, cloud computing, and electrification. Our recent research paper explains why we believe these trends can create structural growth opportunities for investors and ...

by Miriam Uebel | L&G

Article

Hydropower. The hidden reserve of the energy transition.

A Classification Between Climate Data, Market Mechanics and Operational Reality

by Andreas Grassl | RENAIO

Cases Energy Infrastructure Markets

Analysis News Report

DIP analyzes moderate increase in take-up in the German office market.

Office space take-up in 2025 increased by 3% compared to the previous year, reaching 3.26 million m², although it is 21% below the average of the last ten years. An increase in prime rents and supply reserves is forecast.

by Aengevelt Immobilien

Markets Real Estate

Prof. Dr. Steffen Sebastian (Copyright: IREBS)

Comment

“For the real estate and credit markets, the interest rate pause does not mean relief, but stability”

Statement by Prof. Dr. Steffen Sebastian, Chair of Real Estate Finance, IREBS Institute for Real Estate Economics, University of Regensburg on the interest rate decision of the European Central Bank.

by IRE|BS Immobilienakademie

Markets Private Debt Real Estate Statements

Prof. Dr. Felix Schindler, Head of Research & Strategy, HIH Invest Real Estate (Quelle: HIH Invest)

Comment

“The ECB is (…) with their course is currently in a comfortable position to be able to react accordingly if necessary.”

Statement by Prof. Dr. Felix Schindler, Head of Research & Strategy, HIH Invest, on the ECB's current interest rate decision.

by HIH Invest Real Estate GmbH

Markets Statements

Grafik zur EZB-Zinsentscheidung (Quelle: Urheber: Christian Buck)

Comment

“As long as no new inflation risks arise, we believe the ECB will continue to focus on continuity and a longer period of stable interest rates.”

The European Central Bank has decided to leave key interest rates unchanged, which was expected by players in the capital and real estate markets. Various experts commented on this, including Francesco Fedele of BF.direkt, who emphasized the importance of monetary stability.

by CAERUS Debt Investments AG

Markets Private Debt Real Estate Statements

Comment News

“The real estate market works, but selectively. While residential and logistics properties remain comparatively stable, other asset classes continue to be under pressure to adapt.”

Francesco Fedele, CEO of BF.direkt AG, on the current interest rate decision of the European Central Bank.

by BF.direkt AG

Markets Private Debt Real Estate Statements

Dr. Wulff Aengevelt, geschäftsführender Gesellschafter Aengevelt Immobilien (Credits: Aengevelt Immobilien)

Analysis Comment

“Aengevelt sees stationary retail on the upswing.”

Real sales in brick-and-mortar retail in Germany increased by 1.1% in 2025, above GDP growth of 0.2%. Aengevelt expects a revival in the retail real estate market segment as a result of this development.

by Aengevelt Immobilien

Markets Real Estate

Comment Weekly

Will institutional real estate investors come back – or just their cash?

The market for special real estate funds has been moving again in recent weeks. Subscriptions, increases and share acquisitions are increasing.

by Tobias Moroni | Institutional Investment Partners

Markets Real Estate

Analysis Quarterly Report

NAI apollo: Logistikflächenmarkt Rhein-Main schließt 2025 über Vorjahresniveau

The logistics space market in the Rhine-Main region will exceed the previous year's results in 2025. With a total annual take-up of 496,000 square metres, the take-up of space in the previous year was exceeded by almost 14 per cent. However, market analysts, such as Sven Tilse of NAI apollo, see a below-average result in a long-term comparison.

by NAI apollo

Markets Real Estate

Analysis Infographic Report

REALOGIS Research: Rental prices for logistics space continued to rise in 2025

In 2025, rental prices for logistics space in Germany continued to develop positively. REALOGIS reports rising prices for both new and existing space with stable demand in top 8 markets.

by REALOGIS

Markets Real Estate

Analysis Report

Premium real estate in Hamburg: DAHLER analyzes transaction activity in 2025

In 2025, the price of a condominium in Hamburg reached a new high of 36,971 euros per square metre, while the highest total sales price was 13.5 million euros. DAHLER examined the markets and found an increasing demand in the premium segment.

by DAHLER

Markets Real Estate

Analysis Report

Bremen as a logistics location holds its own in a challenging market environment

The logistics and industrial space market in Bremen recorded take-up of 260,000 m² in 2025, which corresponds to an increase of 16% compared to the previous year. Retail logistics companies dominate the market, while rental prices remain stable and vacancies are declining.

by Robert C. Spies KG

Markets Real Estate

Symbolbild Foto von Possessed Photography auf Unsplash

Analysis Report

Hotel real estate market remains liquid – investors act more selectively

The European hotel real estate market will show structural maturity in 2026, characterized by stable interest rates and a selective willingness to invest. Key influencing factors are operator structures and financing models.

by mrp hotels

Markets Private Debt Real Estate

Article Comment

“Aengevelt sees a need for tax action in the case of maintenance costs close to the acquisition.”

Aengevelt Immobilien criticizes the tax regulation for acquisition-related maintenance expenses, which slow down comprehensive modernization measures. The 15% limit is seen as a hindrance, especially with regard to energy-efficient renovations.

by Aengevelt Immobilien

Markets Real Estate Regulatory

Manuel Backfisch, Head of Capital Markets B&C Cities Germany bei Colliers

News

Colliers: Capital selectively returns to office and commercial buildings outside the top 7

Colliers reports that in 2025, office and commercial buildings outside the top 7 were traded for 1.9 billion euros. Manuel Backfisch, Head of Capital Markets B&C Cities Germany at Colliers, explains that investors invest selectively outside the top 7, where location and cash flow are convincing.

by Colliers

Markets Real Estate

Discussion

Construction turbo meets the reality of the authorities: Acceleration alone is not enough

The construction turbo is intended to accelerate housing construction in Germany, but voluntary use by municipalities remains an obstacle. High construction and financing costs stand in the way of economic implementation.

by Becken

Markets Real Estate Regulatory

Quarterly Report

JLL: In the logistics leasing market, the strongholds will ensure growth in 2025

In 2025, the German market for warehouse and logistics space achieved take-up of 5.78 million m², an increase of six percent compared to the previous year. Demand was mainly driven by new players from Asia and regional differences.

by JLL

Markets Real Estate

Heidelberg Foto von Lisa Fecker auf Unsplash

Quarterly Report

JLL: In the Rhine-Neckar metropolitan region, there is a lack of major office deals

In 2025, the Rhine-Neckar metropolitan region recorded a significant decline in the office letting market, with take-up almost halved compared to the previous year. Ludwigshafen, Mannheim and Heidelberg were particularly affected, where there was a shortage of large leases and high-quality space.

by JLL

Markets Real Estate

Discussion

Webinar Schick Immobilien: Statements on the annual outlook for the residential investment market 2026

A webinar by SCHICK Immobilien with participants such as Jürgen Michael Schick, Jan Grade and Stefan Hillbrand highlighted important developments and forecasts for the German residential investment market in 2026. Topics included price developments, investment attractiveness and financial conditions.

by MICHAEL SCHICK IMMOBILIEN GmbH & Co. KG

Markets Real Estate Statements

Quelle: GARBE Industrial GmbH & Co. KG in Kooperation mit Oxford Economics

Analysis Quarterly Report

GARBE PYRAMID MAP: Europe’s logistics real estate markets expect subdued momentum and selective growth until 2030

An analysis by GARBE and Oxford Economics predicts subdued market dynamics in European logistics real estate markets until 2030, accompanied by selective growth and stable yields. The focus is on qualitative site management and the impetus of supply chain adjustments.

by GARBE Industrial

Markets Real Estate

News

Transformation of public real estate: Colliers and its consortium renewed for 3 years by the State Purchasing Centre (UGAP)

The consortium formed by Colliers, the leader, BearingPoint, LWA (Latournerie Wolfrom Avocats) and Allez & Associés, now enriched by the arrival of the Kardham Group, has been renewed on the market of the UGAP (Union of Public Purchasing Groups, a State purchasing centre) "Real Estate Consulting".

by Colliers

Cooperations Markets Real Estate

Foto von Siegfried Poepperl auf Unsplash

Quarterly Report

Balance sheet 2025 – Outlook 2026: Aengevelt analyses the subdued office market in Leipzig.

Aengevelt publishes a current analysis of the Leipzig office market. In 2025, there will be a decline in office space take-up, while the supply reserve will continue to rise. The prime rent remains stable.

by Aengevelt Immobilien

Markets Real Estate

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