Statements

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

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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.

Comment

Yield beats interest: Residential investments pay off again

A market commentary by Jürgen Michael Schick

Analyse

Broad acceptance of fixed office attendance requirements worldwide

JLL study proves the importance of modern workplaces

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.

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.

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.

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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?

Comment

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

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

Comment

Sober and only very cautiously optimistic

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

Comment

Market has come to terms

EXPO REAL 2025 - My conclusion

Comment

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

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

Comment

The bottom has been reached

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

Comment

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

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

Comment

The market is slowly starting to move

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

Comment

“In ’27 there is heaven”

Statement by Co-CEO Florian Martin on EXPO REAL 2025

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.

Francesco Fedele, CEO, BF.direkt AG
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.

Peter Axmann
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.

Alexander Lackner
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.

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 ...

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

Thomas Wirtz, Geschäftsführer INDUSTRIA Immobilien GmbH
Comment

100 days of the Federal Government: Statement by Thomas Wirtz, INDUSTRIA Immobilien GmbH

In the balance sheet from 100 days of the new federal government, we are critical of the extension of the rent brake. Although this instrument has a short-term relief effect on individual tenant households, it inhibits investment in urgently needed new construction and reduces the attractiveness of the residential real estate market for institutional investors.

Arnaud Ahlborn, Geschäftsführer INDUSTRIA Immobilien GmbH
Comment

100 days of the Federal Government: Statement by Arnaud Ahlborn, INDUSTRIA Immobilien GmbH

100 days in office: The new federal government has set the first course for housing policy – some of them in the right direction, others with problematic side effects. Above all, the 'construction turbo' sends an important signal to the industry.

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