Markets

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.

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.

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.

“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?

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.

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.

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.

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.

Housing Shortage in Europe further deteriorates

Rental Prices Increase by 2.4% Within Six Months, Overcrowding on the Rise

KGAL Core 5 expands pan-European residential portfolio with acquisition in The Hague

Grünwald near Munich, 20.05.2025 – KGAL has acquired a fully let residential property with around 3,000 square metres in The Hague, the Netherlands, completed in 2024, for its pan-European residential real estate fund KGAL Core 5.

Puzzle of megatrends: Which trends are moving the real estate world?

Commercial vacancy and rising rents: What real estate investors should be aware of now

Deglobalisation 2.0: Infrastructure

While the infrastructure sector is large and diverse, we’ve chosen to focus our last blog of this series on the digital sector where the long-term scale of asset creation is likely to be especially large and the implications of deglobalisation may be particularly relevant.

Cost increase for top offices accelerates in Q1 2025

Rental growth for prime office space* worldwide accelerated in the first quarter of 2025. Rents rose by 0.6% on average compared to the previous quarter, after an increase of 0.3% in the fourth quarter of 2024, Savills said.

Savills: Madrid and Paris currently offer the most attractive office property prices in Europe

From a fair value perspective*, the Madrid market and the Central Business District (CBD) of Paris are currently the most attractively valued European office markets, reports Savills.

“Responsibility for Germany”: What are the implications of the coalition agreement for real estate law and the real estate industry?

IRE|BS Viewpoint No. 142 by Attorney-at-Law, Dr. jur. Leopold Winkler with an in-depth look at the effects of the coalition agreement for real estate law and the real estate industry.

Slight increase in activity in a turbulent environment

Savills Market in Minutes: Investment Market Germany

Deglobalisation 2.0: Real estate

Real estate has shown it can perform even amid higher inflation and rising rates, providing growth is strong. How does a ‘deglobalising’ world change the picture?

The time of waiting is over. Aengevelt expects yields on real estate to rise again.

Further key interest rate cuts promised by the ECB are counteracted by the federal government's borrowing ("debt package"), so that Aengevelt expects an average interest rate of 2.8% for ten-year German government bonds in the course of 2025.

Secondary market: New liquidity for real estate investments

Many institutional investors find themselves in a quandary. On the one hand, they want to reduce their positions in real estate funds, but on the other hand, the direct redemption of fund units is often not the optimal solution. The secondary market of the Private Markets fund exchange in Hamburg provides a remedy.

Retail investment market in Germany: High momentum in the portfolio sector continues; However, sales drivers are still missing

The retail investment market carried the momentum from the year-end business in 2024 into the first quarter of 2025, but without being able to report an extremely high total volume in the interim balance sheet.

Office investment markets: strong start to the year

In the first quarter of 2025, office properties have regained their traditional leadership role, which they had lost in logistics real estate over the past two years.

“Every property needs a story!”

Real estate market commentary by Mark Aengevelt, Managing Partner of Aengevelt Immobilien.

Hotel investment market: Not yet high turnover, but a good number of deals and positive market sentiment for Q2

Even though the upward trend has not yet been sustainably reflected in the investment data, the hotel division has continued the recovery course of its market environment unabated in the first quarter of 2025.