The Baker Tilly Market Report Q3/2026 shows that the German real estate market is moving sideways despite brighter economic sentiment. Rising interest rates are increasing refinancing pressure, investors are acting selectively; healthcare properties are attracting capital.
A survey by Messe München shows a subdued real estate sentiment in August. Dr. Lutz Aengevelt disagrees: The mood has brightened in the last 6 to 8 weeks; Aengevelt is bringing more than 100 investment properties (approx. €1.5 billion) to EXPO REAL and expects intensive discussions.
Aengevelt criticizes media reports on the policy brief of the Hans Böckler Foundation. The paper does not explain why socialization should slow down rent dynamics and is not a solution to the housing shortage; it is therefore not suitable as an argument for socialization.
Thomas Aigner sharply criticizes the socialization plans of the Berlin Left. Expropriations do not create apartments, cause billions in costs and destroy the investment climate. He calls for a reduction in bureaucracy, land activation and consistent new construction instead of symbolic politics.
Ulrich Höller, Managing Partner of the ABG Real Estate Group, gave assessments of the market, financing, office and residential before Expo Real. He expects a slower normalization and opportunities through repositioning; significant recovery from H2 2027.
At an online press conference on September 21, 2026, industry experts gave assessments of the light industrial market. They see robust demand with tight supply, selective investments and electricity as a locational advantage. Active asset management and ESG remain central.
Thomas Aigner criticizes the "Rent Monitor" planned by Munich as a disservice to tenants. The tool causes costs, scares off investors, does not create living space and shifts rentals "under the table". He calls for a stop to subsidies and speed up SEM.
In its analysis of the election programmes, the ApartmentAllianz Berlin criticises a lack of hospitality and a clear strategy of Berlin's politics. The Left Party and the Greens rely on control and regulation, the SPD on city tax funds. A quality- and guest-oriented development is demanded.
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