Statements

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

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Statements analysiss

Symbolbild Quelle: Gemini/KI
Analysis Comment

Periscope Logistics publishes white paper on Defence Properties

Periskop Logistics has published a new white paper on Defence Properties in the logistics real estate market. In it, Dr. Kilian Mahler and Prof. Dr. Thomas Beyerle analyze the development of this new investment segment.

InfrastructureStatements
Quelle: Unsplash
Analysis Comment

ZIA Spring Report 2026: Stabilization yes – return to peak phase no

The German real estate investment market will show initial signs of stabilisation in 2025 – albeit at a significantly reduced level.

MarketsReal EstateStatements
Dr. Wulff Aengevelt, geschäftsführender Gesellschafter Aengevelt Immobilien (Credits: Aengevelt Immobilien)
Analysis Comment

“Aengevelt expects a significant increase in construction activities.”

Aengevelt Immobilien forecasts a significant increase in construction activity in Germany, especially in residential construction. This is based on rising order intake and positive economic conditions for 2026 and 2027.

MarketsReal EstateStatements
Dr. Wulff Aengevelt, geschäftsführender Gesellschafter Aengevelt Immobilien (Credits: Aengevelt Immobilien)
Analysis Comment

Aengevelt: Real wage increases open up opportunities for the real estate industry.

Aengevelt Immobilien sees positive effects for the real estate industry in the recent real wage increases, especially in the residential, retail and logistics sectors.

MarketsReal EstateStatements
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

MarketsReal EstateStatements
Analysis Article Comment Infographic

One Minute Infrastructure

What a modern infrastructure has to do is so abstract that it is difficult to grasp. So here's a thought experiment: What does one minute reveal about infrastructure investments?

CasesEnergyInfrastructureMarketsStatements
Foto von Mark Cattell
Analysis

Broad acceptance of fixed office attendance requirements worldwide

JLL study proves the importance of modern workplaces

MarketsReal EstateStatements
Cover Image server Corridor
Analysis Article

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?

Private EquityMarketsPrivate DebtReal EstateStatements

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