Dr Christoph Brandenburg (Brandenburg.Legal) sees the debate on the nationalisation of large housing companies as a restructuring of the property ownership system. He points to parallels with left-wing programmes and Article 15 of the German Basic Law, as well as possible consequences for investment.
A survey by Aengevelt shows that 96 per cent of market players expect demand for rental flats to remain high or to rise – particularly for high-quality properties. One third anticipate a decline in supply, whilst 69 per cent expect rents to rise, with a disproportionately high increase in prime locations.
To prevent the loss of practical judgement in investment management, the experience of senior experts must be passed on to the next generation in a targeted manner, says Dr Georg Allendorf FRICS – expadBridge Advisors GmbH.
An analysis by GFK Solar shows that grid operators take a median of 80 days to review the registration data for new PV installations; the range extends from 1 day to almost 1 year. VREY chief Julius Pahmeier cites IT systems, a lack of standards and insufficient capacity as the causes, and calls for digitised, standardised procedures.
From 2027, the feed-in tariff for new solar installations is set to be abolished. VREY founder Julius Pahmeier emphasises that PV on smaller blocks of flats with high self-consumption remains profitable: revenue shortfalls often amount to €120–400 per year, cash flows are €5,000–6,000 per year, and the payback period is approximately 10 years.
At Expo Real 2026, the halls were well attended despite prior cancellations; rather than interest rate cuts, discussions about further price falls dominated. High interest rates, construction costs and the new-build crisis are causing uncertainty. Munich remains a strong location; the bid to host the Olympics is bolstering its image.
At EXPO REAL 2026, industry representatives paint a realistic picture: financing remains challenging, transactions are stalling, and the focus is shifting to the existing property portfolio. At the same time, many report constructive discussions and opportunities relating to energy, digitalisation and infrastructure.
Mark Aengevelt takes stock of EXPO REAL 2026: The market remains challenging, yet the conditions for transactions are becoming clearer. Three trends are shaping the landscape: focus on quality rather than breadth, secured capital and event-driven deals. It remains a people’s business, complemented by AI.
VREY founder Julius Pahmeier refutes the claim that physical totalisers are superior to virtual ones. VREY has enabled shared building energy supply for around 3,000 households; virtual totalisers save 6,000–8,000 euros and reduce the effort involved.
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.
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