Statements

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

Analyse Article Comment Infographic Weekly

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Analyse Comment

JLL: Solid financing and cash flow are the recipe for success in 2026

JLL CEO Konstantin Kortmann's analysis of 2025 and his outlook for 2026

by JLL

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Comment

“This stability creates planning security and reduces short-term interest rate risks, not least for real estate financing.”

Statement on the ECB's interest rate decision by Stefan Hoenen, Head of Commercial Real Estate, Hamburg Commercial Bank (HCOB)

by Hamburg Commercial Bank

Statements

Comment

“With a view to 2026, the focus on the real estate markets should therefore be on cash-flow-stable investments in sectors and sub-markets with long-term support … “

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

by HIH Invest Real Estate GmbH

Statements

Comment

“The market in the eurozone can live with the interest rate level and it is the right signal to stabilize the financial system. “

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

by IRE|BS Immobilienakademie

Statements

Comment

“We only believe to a limited extent that the real estate crisis has been overcome.”

Statement by Francesco Fedele, CEO of BF.direkt AG, on the ECB interest rate decision

by BF.direkt AG

Statements

Magdalena Kolak, Senior Analystin (Bild: Aengevelt Immobilien)

Comment

Magdalena Kolak, Aengevelt Research: “Housing shortage for students.”

The housing situation for students in Düsseldorf is tense. Aengevelt Research has analysed that demand significantly exceeds supply, and high rents make it difficult for students to find affordable housing in the city.

by Aengevelt Immobilien

Markets Real Estate Statements

Chiara Aengevelt, Geschäftsführerin Aengevelt Immobilien (Quelle: Aengevelt Immobilien)

Comment

“Berlin, Friedrichstrasse: Declared dead and reborn!”

Chiara Aengevelt describes the revival of Berlin's Friedrichstrasse, which is attracting more passers-by again after the end of the car-free phase.

by Aengevelt Immobilien

Cases Real Estate Statements

Analyse Article Comment Infographic

One Minute Infrastructure

What a modern infrastructure has to do is so abstract that it is difficult to grasp. So here's a thought experiment: What does one minute reveal about infrastructure investments?

by Robert Guzialowski | HANSAINVEST Hanseatische Investment-GmbH

Cases Energy Infrastructure Markets Statements

Comment

“Refugee accommodation must also be suitable for the capital market.”

In view of the increase in global conflicts and corresponding migration movements, refugee accommodation has developed into a new type of property within this sub-asset class. An opinion piece by Daniel Milkus, Aengevelt Immobilien.

by Aengevelt Immobilien

Infrastructure Real Estate Statements

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

Regulatory Statements

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