Statements

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

Statements analysiss

Analysis Comment

Energy policy: Rich course brings higher electricity prices to industry and consumers

The IWR criticizes the energy policy course of Federal Minister of Economics Reiche: Capacity market, EEG amendment and grid connection package shift control power to grid operators and drive up prices. From 2031, a capacity market levy will be added.

Analysis Comment

CO₂ price: The real cost question begins in 2028

A market commentary by Wüest Partner: The cabinet decision of 12 August 2026 leaves the national CO₂ price 2027 at 55–65 €/t. From 2028, ETS 2 will take effect with market-based, potentially higher prices – particularly risky for inefficient buildings. Investors should plan for higher scenarios.

Analysis Comment

“Aengevelt: Construction turbo still with teething problems.”

Aengevelt evaluates initial experiences with the "construction turbo", which has been in force since 30.10.2025: Many municipalities are hesitant due to complexity, legal risks, tight deadlines and a lack of capacity. Progress: Paderborn approved for the first time; Frankfurt used instruments in 40% of 22 projects (approx. 900 units).

Ulrich Creydt, Geschäftsführer der Ypsilon Group, im Büro stehend
Analysis Comment

Statements from the real estate industry on today’s ECB interest rate decision

Representatives of Ypsilon, IREBS, BF.direkt and CR Investment Management comment on the unchanged ECB key interest rate decision. They point to inflation risks from rising oil prices and, depending on the project, recommend long-term fixed interest rates; Stability supports the real estate market.

Annika Steiner, Partnerin und Geschäftsführerin von Wüest Partner, Portraitfoto
Analysis Comment

The European Central Bank is leaving the deposit rate at 2.25% as expected

As expected, the ECB is leaving the deposit rate at 2.25%. Falling inflation (euro area 2.8%, Germany 2.3%) provides room for manoeuvre, but geopolitical risks and energy prices are creating uncertainty. For the real estate industry, the interest rate pause means continuity; further steps remain data-dependent.

Statements zum Berliner Wohnmarkt
Analysis Forecast

Statements on the Berlin housing market

Four industry experts discussed the situation of Berlin's residential real estate market on 8 July 2026. They emphasize attractiveness and available capital, but demand planning security, faster approvals and less regulation. New construction is considered a central lever.

Frederic Engelmann, neuer CFO der HT Group. Bildrechte: HT Group.
Analysis Forecast

Statement on the Real Estate Arena 2026 / Frederic Engelmann, CFO of HT Group

Frederic Engelmann (HT Group) reports a slight improvement in the mood at the Real Estate Arena in Hanover: more willingness to cooperate and harmonized calculation bases. The focus: faster permits, less bureaucracy, simpler housing regulations; new projects from H2 and 2027.

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.

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