Statements

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

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Konstantin Kortmann, CEO von JLL Germany (Porträt von Konstantin Kortmann)

Analysis 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

All posts in this category

Mit Lärmschutzwänden der Rau Geosysteme Süd GmbH an BESS-Anlagen lässt sich die Energiewende voranbringen. Foto: Rau Geosysteme Süd

Article Comment

The energy transition needs noise protection – especially for large BESS plants

Rau Geosysteme Süd calls for noise protection for the energy transition, especially for large BESS plants. Inverters and aggregates cause significant emissions; the demand for noise protection is booming. Modular solutions can also be retrofitted.

by Rau Geosysteme Süd GmbH

Energy Infrastructure Statements

Article Discussion

Planned tightening of rent regulation by government

With the reform package Tenancy Law II, the federal government is planning stricter rules for furnished housing, indexed rents and short-term rentals. In a webinar, industry experts warn of investment barriers; the cap on indexed rents weakens inflation protection.

by Bottermann::Khorrami

Real Estate Regulatory Statements

Article Comment

“Trust instead of general suspicion”: IVD calls for ownership offensive and change of course in housing policy

IVD President Dirk Wohltorf has opened the German Real Estate Day 2026 in Erfurt and called for a change of course in housing policy. He advocates a property offensive with real estate transfer tax exemption and equity-replacing loans for first-time buyers. Tenancy law must remain fair.

by Immobilienverband Deutschland IVD Bundesverband e. V.

Markets Real Estate Regulatory Statements

Symbolbild serieller Geschosswohnungsbau Quelle: Gemini(KI)

News

System Construction: Challenges & Opportunities

On 12 June 2026, Christian Möhrke (Cureus), Lukas Schermann (ELK KAMPA PROJECTS), Johannes Kreißig (DGNB) and Michael Neitzel made statements on system construction in an online press conference. The focus is on standardization, predictability, sustainability and faster approvals.

by Cureus GmbH

Cases Real Estate Statements Statements

Michael Eisenmann, Geschäftsführer Real Blue Kapitalverwaltungs-GmbH Copyright: Real Blue

News

“For institutional real estate investors, this means that financing costs remain at an elevated level and investment decisions must continue to be made very selectively.”

Michael Eisenmann, Managing Director of Real Blue Kapitalverwaltungs-GmbH, with a statement on the ECB's key interest rate decision.

by Real Blue Kapitalverwaltungs-GmbH

Markets Statements

News

“The upward trend in prices is gaining in breadth and is unlikely to have a temporary effect.”

Statement by Prof. Dr. Felix Schindler, Head of Research & Strategy, HIH Invest on the European Central Bank's key interest rate hike.

by HIH Invest Real Estate GmbH

Markets Statements

News

“The increase in the key interest rate exacerbates the already great reluctance to invest in the real estate industry.”

Statement on the current ECB decision.

by Patrick Brinker | Hauck Aufhäuser Lampe Real Estate Investment

Markets Statements

Ulrich Creydt, Steuerberater und Geschäftsführer der Ypsilon Group (Bildquelle: Ypsilon)

News

“The higher interest rate and geopolitical uncertainties could contribute to a further deterioration in sentiment in the real estate industry.”

Ulrich Creydt, tax consultant and managing director, Ypsilon Group, comments on the ECB's current decision.

by Ypsilon Group

Markets Statements

News

“The higher interest rate level (…) does not necessarily mean worse business for the real estate industry, but different business models.”

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

by BF.direkt AG

Markets Statements

Steffen Sebstian (Urheber: Christian Buck)

News

“There are many indications that long-term interest rates will rise rather than fall in the future.”

Prof. Dr. Steffen Sebastian, Chair of Real Estate Financing, IREBS Institute for Real Estate Economics, University of Regensburg on the ECB's key interest rate hike.

by IRE|BS Immobilienakademie

Markets Statements

Annika Steiner MRICS, Partner und Managing Director bei Wüest Partner
Bildrechte: Wüest Partner

Comment

In my view, the ECB’s interest rate hike is above all a signal

According to Annika Steiner, the ECB's latest interest rate hike is above all a signal, not a return to the aggressive policy of 2022/2023. New construction and highly leveraged investments are suffering, while the user market remains largely stable.

by Wüest Partner

Markets Statements

Comment

Housing in Berlin: Why the market is not easing and what needs to happen now

AIV Berlin-Brandenburg warns of continued tension on the Berlin housing market. It is not a lack of housing, but distribution and structural problems that are decisive. Binding district targets, higher densities and the use of state-owned land are demanded.

by Architekten- und Ingenieurverein zu Berlin-Brandenburg e.V. (AIV)

Markets Real Estate Statements

Article Comment

Measuring is important, but by no means everything – or: a mini-MBA in three steps

In the current standpoint, Prof. Dr. Tobias Just uses Goodhart's Law, the Cobra Effect and three examples – AI in science, the "S" of real estate ESG and young people shaking their mobile phones – to show where key figures reach their limits.

by IRE|BS Immobilienakademie

Cases Real Estate Statements

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

Analysis Comment

“Aengevelt: Every new apartment relieves the housing market.”

On the basis of several studies, Aengevelt confirms that every new-build apartment – even in the high-price segment – relieves strained housing markets via relocation chains. Depending on the type, up to 269 existing apartments become available for every 100 new buildings; low-income households will benefit in particular.

by Aengevelt Immobilien

Markets Real Estate Statements

Mark Aengevelt, geschäftsführender Gesellschafter Aengevelt Immobilien. Bildquelle: Aengevelt Immobilien

Comment Forecast

“Aengevelt sees the Office asset class facing massive restructuring.”

Aengevelt sees the office asset class facing massive restructuring. Working from home, demographics and AI are dampening demand for space; Ifo sees a reduction of 12% by 2030, and a study sees reductions of up to 27%. The "Flight to Quality" strengthens new construction and flexible concepts.

by Aengevelt Immobilien

Markets Real Estate Statements

Comment

Building completions collapse dramatically: IVD calls for real residential construction turbo

In 2025, only 206,600 apartments were completed in Germany – 18% fewer than in 2024 and the lowest figure since 2012. The IVD warns of a further worsening of the housing shortage and calls for deregulation, waiver of real estate transfer tax, guarantees and interest subsidies.

by Immobilienverband Deutschland IVD Bundesverband e. V.

Regulatory Statements

Analysis Comment

“Aengevelt sees restructuring in real estate project development.”

An analysis by Aengevelt on building permits in 2025 shows a shift towards housing and infrastructure, while office, logistics and hotel and hospitality sectors are declining. Overall, costs are rising significantly, housing numbers are recovering, but remain below demand.

by Aengevelt Immobilien

Markets Statements

Comment

“Aengevelt: Federal housing association does not solve any problems.”

Aengevelt criticizes the planned Federal Company for Affordable Housing as ineffective and without added value. Existing players such as BImA and KfW were sufficient; structural obstacles are the problem. Luczak and the EBZ Business School also express skepticism.

by Aengevelt Immobilien

Markets Real Estate Statements

Comment

The economic environment has become difficult enough for property developers due to the global crises, the development of the interest rate landscape and real estate prices.

The economic environment has become difficult enough for property developers due to the global crises, the development of the interest rate landscape and real estate prices. Now there is also the shortage of skilled workers, which has been predicted for years.

by Aengevelt Immobilien

Statements

Comment

Always the same agenda – and yet this time it could be different

Anyone who reads the agenda of INVESTMENTexpo 2026 understands the program. If you listen carefully, you have the chance to understand the market.

by Tobias Moroni | Institutional Investment Partners

Markets Statements

Comment

Why residential real estate remains attractive in uncertain times

In an environment of geopolitical uncertainty, higher energy prices, inflation and rising government debt, residential real estate is gaining in importance as a real, high-yielding and comparatively stable investment. While German government bonds are losing their self-evident status as a "safe haven", long-term trends such as rental potential and recovery costs are supporting the asset class; private investors are also acting with a longer perspective. Property quality, energy efficiency, micro-location and diversification remain decisive – short-term crises do little to change the long-term positive picture.

by MICHAEL SCHICK IMMOBILIEN GmbH & Co. KG

Markets Real Estate Statements

Comment