Markets

Retail Index: European retail environment experiences significant upswing

Highest level since 2018, with Poland, Spain and Portugal as the new top trio in the EU-15 index.

Demand for real estate loans continues to rise

Real estate loans from vdp member institutions reached a volume of EUR 107.3 billion from January to September 2025, an increase of 18.2% compared to the previous year. Residential real estate loans in particular made a significant contribution to this.

Commercial real estate financing: Average loan volumes are getting smaller

Loan volumes in commercial real estate financing have become smaller in the last ten years. Almost half of those surveyed state that the average loan volume is less than 10 million euros.

Artificial Intelligence Will Be the Key Growth Driver for Data Center Demand in EMEA

According to the International Data Corporation (IDC), the global AI market will grow to $144.6 billion by 2028, representing a compound annual growth rate of 30.3% between 2024 and 2028.

Aengevelt analyses increasing sales momentum in the Magdeburg office market

Following a significant increase in half-year results compared to the same period last year, Aengevelt Research analyses continued dynamic market activity in the 3rd quarter of 2025 on the Magdeburg office market, with take-up of around 5,400 m².

Savills: European retail investment up 16% year-on-year

According to Savills, the European transaction volume for retail real estate has exceeded 24.6 billion euros since the beginning of the year. This represents an increase of 16% compared to the same period in 2024.

Whole loans are an important financing component to ensure the feasibility of many projects

The market for alternative real estate financing remains challenging, but the mood is brightening. The financing environment has stabilised slightly compared to the previous year, and the new reality of high interest rates has reached market players.

PTXRE: Selective recovery of the German real estate market expected for 2026 as conditions remain tight

In 2026, the (re)financing gap on the German real estate market will increase, according to PTXRE estimates. Resilient segments of logistics, hotels and retail offer investors broad entry opportunities; Selective opportunities at Büro.

Victor Prime Office office performance index continues moderate growth

The indicator level for the observed top locations in the German real estate strongholds of Berlin, Düsseldorf, Frankfurt, Hamburg and Munich stood at 171.2 points at the end of September 2025. All cities have a positive performance.

Global use of third-party logistics service providers is on the rise – industrial companies are responding to ongoing uncertainty

In the U.S. alone, the segment saw a 12% increase in the second quarter as retailers and manufacturers increasingly turn to 3PLs to better manage supply chain risks.

13th Investment Barometer by Union Investment and HospitalityInside: Subdued expectations, polarising trends

The situation in the German hotel investment market is complex, and the mood is differentiated. While the prospects for their own companies and the industry as a whole are improving slightly compared to the previous year, the revenue development of the hotels is uncertain. The polarization of trends is intensifying.

Savills: European factory outlet centres record increasing investment volume

According to Savills, the investment volume in European factory outlet centers (FOCs) increased to 653 million euros in the first half of 2025. This represents a 3.2% share of the total retail investment market in Europe.

GRR Basic Retail Report 2025: Local supply properties remain Europe’s stable investment anchors

With the fifth edition of its GRR Basic Retail Report, the asset and investment manager GRR GARBE Retail Real Estate GmbH (GRR GARBE Retail) together with JLL presents a comprehensive market analysis of the food retail real estate segment.

Study by Wüest Partner: Cologne area in transition – rents rise sharply, region moves more into focus

Wüest Partner examines 23 cities and municipalities in the Cologne area. Asking rents will increase by an average of 18 percent between the third quarter of 2022 and the third quarter of 2025.

Expert Committee Berlin: Residential and commercial building market continues to grow – capital returns

The Berlin market for residential and commercial buildings (WGH) continues to grow. According to the latest data from the Valuation Committee, the number of transactions in the first three quarters of 2025 rose by around 32 percent compared to the same period last year to 572 sales.

Broad acceptance of fixed office attendance requirements worldwide

JLL study proves the importance of modern workplaces

Savills: Large transactions return to the European office market

An analysis by Savills based on preliminary RCA data shows that the average transaction size for office properties in Europe rose to €30 million in Q3 2025, the highest level in three years.

Aengevelt analyses dynamic office market in Frankfurt

According to analyses by Aengevelt Research, the Frankfurt office market achieved office space take-up (including owner-occupiers) of around 460,000 m² in the first three quarters of 2025. Compared to the same period last year (Q1–Q3 2024: 262,300 m²), this represents an increase of around 75%.

European residential real estate markets between black swans and grey rhinos

Aengevelt analyses subdued office market in Düsseldorf

According to analyses by Aengevelt Research, the office market in the Düsseldorf region achieved office space take-up of around 164,000 m² in the first three quarters of 2025. Compared to the same period last year, this represents a decrease of approx. 6 %. Compared to the decade average, it is about 40% less.

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?

German city centres show remarkable stabilisation

This is shown by the recently published Highstreet Report 2025, which bulwiengesa has compiled for the sixth time in a row on behalf of Columbia Threadneedle and analyzes the development of A-locations in 100 German cities.

Transaction size for industrial and logistics real estate increases significantly

Investment market delivers its best performance of the year so far in the third quarter

Focus on regional cities: Colliers launches research series “Growth Cities Germany”

Publication series shows investment prospects in the regional growth markets. Regional cities offer an attractive risk-return profile.