Statements

Personal comments and statements on current developments from and for the real asset world

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Comment

The new three SFDR product categories mark a real system change

The new three SFDR product categories mark a real system change: instead of Art. 8/9 labels, which are susceptible to interpretation, there are now clear, quantitative criteria for transition, ESG basics and sustainable products – each with 70 percent minimum quotas and defined exclusions. ...

by Wüest Partner

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Comment

“COP30 marks the end of every excuse”

COP30 marks the end of every excuse: sustainability is no longer a moral freestyle, but the new business foundation of our industry. If you don't transform consistently, you will first lose capital and then the market. In a world where China sets the standards, climate literacy determines the future viability of any portfolio.

by Westbridge

Statements

Comment Weekly

23 weeks

In 23 weeks, amazing projects can be realized in the real assets world – if only it didn't take so disproportionately long to raise the necessary funds. Is the fund industry an anachronistic obstructionist?

by Tobias Moroni | Institutional Investment Partners

Cases Statements

Comment Weekly

From real estate quota to functional quota

Anyone who still asks for a real estate quota in the context of institutional real asset investments today may miss the development towards a supply and function quota.

by Tobias Moroni | Institutional Investment Partners

Real Estate Regulatory Statements

Comment

Yield beats interest: Residential investments pay off again

A market commentary by Jürgen Michael Schick

by MICHAEL SCHICK IMMOBILIEN GmbH & Co. KG

Markets Real Estate Statements

Analyse

Broad acceptance of fixed office attendance requirements worldwide

JLL study proves the importance of modern workplaces

by JLL

Markets Real Estate Statements

Comment

As expected, the ECB has left the deposit rate at 2.0 percent, sending a clear signal of monetary policy continuity

As expected, the ECB has left the deposit rate at 2.0 percent, sending a clear signal of monetary policy continuity.

by Hamburg Commercial Bank

Statements Markets

Comment

In the USA, the central bank is lowering key interest rates to stimulate the economy

In the USA, the central bank is lowering key interest rates to stimulate the economy. This fuels discussions about whether the Fed is still acting independently or has already been manipulated by Trump. Meanwhile, the ECB is sticking to its course of interest rate stability – and that's a good thing.

by IRE|BS Immobilienakademie

Statements Markets

Comment

The ECB’s decision to leave key interest rates unchanged is understandable and correct

The ECB's decision to leave key interest rates unchanged is understandable and correct. Although the inflation rate in the eurozone is approaching the two percent target, price pressures remain in the service sector and in parts of the consumer sector.

by BF.direkt AG

Statements Markets

Analyse Article

Is ‘timing the market’ applicable for private markets?

Private markets are built for the long haul, yet recent market shifts are prompting investors to reassess their timing. With rising interest rates affecting valuations and slowing capital flows, is this turbulence a chance to enter at a more favorable point?

by Miriam Uebel | L&G

Private Equity Markets Private Debt Real Estate Statements

Comment

EXPO REAL 2025: Hope from many small answers to big questions

Statement by Prof. Dr. Tobias Just on EXPO REAL 2025

by IRE|BS Immobilienakademie

Statements Markets Real Estate

Comment

Sober and only very cautiously optimistic

Boris Schran, Managing Partner, Peakside Capital Advisors on EXPO REAL 2025

by JUNiCKE Gruppe

Statements Real Estate

Comment

Market has come to terms

EXPO REAL 2025 - My conclusion

by RENE SELLNER | Montano Real Estate

Statements Real Estate

Comment

“The industry is changing – zest for action yes, euphoria no.”

Statement by Tanja Volksheimer, Managing Director, NEXT Generation Invest, on EXPO REAL 2025

by Next Generation Invest AG

Real Estate Statements

Comment

The bottom has been reached

Statements on EXPO REAL 2025 by Dr. Patrick Adenauer and Dr. Christoph Pitschke

by German American Realty

Statements Real Estate

Comment

With new project calculations Hui, with old project calculations Ugh!

Statements on EXPO REAL 2025 by Manfred Kronas and Katharina v. Waldenfels

by ALÌTUS Capital Partners

Real Estate Statements

Comment

The market is slowly starting to move

Statement on EXPO REAL by Boris Schran, Managing Partner, Peakside Capital Advisors:

by Peakside Capital

Statements Markets Real Estate

Comment

Sentiment is brightening – there are now attractive opportunities for long-term investors

Statement on EXPO REAL 2025

by AIF Capital Group

Statements Real Estate

Comment

“In ’27 there is heaven”

Statement by Co-CEO Florian Martin on EXPO REAL 2025

by KGAL

Markets Real Estate Statements

Comment

Mark Aengevelt: “EXPO REAL 2025 – more concrete, more solution-oriented and forward-looking!”

EXPO REAL 2025 has come to an end. The weather in Munich was much worse than the mood in the exhibition halls.

by Aengevelt Immobilien

Statements Markets Real Estate

Comment

The ECB should continue to hold back on lowering key interest rates

The ECB's decision to leave key interest rates unchanged is understandable and correct. Despite the poor economic situation, there is still a risk that inflation will rise again.

by BF.direkt AG

Statements 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

Comment

CSRD creates transparency – energy policy must take greater account of the social dimension

Comment on the ZIA press release by Dr. Michael Heigl, Director Sustainability at Wüest Partner

by Wüest Partner

Statements Energy Real Estate Regulatory

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