Real Estate

Real estate is the dominant asset class in the real assets sector, but also the most versatile.

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Analysis Quarterly Report

JLL: The German investment market confirms its moderate upward trend

The real estate investment market in Germany is continuing its moderate upward trend: at the end of the first half of 2026, around EUR 17.6 billion was turnover, around 15 percent more than in the previous year. Individual deals increased, portfolios remained weak; Foreign investors accounted for 44 percent, and prime office yields rose.

MarketsReal Estate
Analysis Quarterly Report

Smaller tickets form the new core foundation in the residential investment market

In the German residential investment market, smaller, more easily financed deals are driving growth. In H1 2026, the volume was EUR 4.2 billion (-3%), individual transactions dominated (64%), top 7 cities 56%. Yields +25-30 bp, financing remains a bottleneck.

MarketsReal Estate
Analysis Quarterly Report

NAI apollo: German transaction market for residential portfolios shows slight upturn in mid-2026

NAI apollo reports a slight revival in the German transaction market for residential portfolios in mid-2026. Q2 reached 2.44 billion euros and the half-year 4.47 billion euros, excluding mega deals. Public buyers lead, forward deals declined after a strong start to the year.

MarketsReal Estate
Analysis Quarterly Report

Hamburg office market: Portfolio development comes into focus

By mid-2026, Hamburg's office market will have taken up 221,000 m² of space, with the prime rent rising to EUR 35.20/m². Quality remains decisive, portfolio development and conversions are increasing; 400,000–450,000 m² are expected for the year as a whole.

MarketsReal Estate
Analysis Comment

Conversion requirement instead of conversion ban is good! Thomas Aigner on the new “Gewerbe zu Wohnen” funding programme

Thomas Aigner welcomes the federal program "Gewerbe zu Wohnen" (300 million euros, up to 30,000 euros per unit, 300,000 euros per investor) as an important signal, but not a game changer. Munich is planning relaxed requirements and subsidies with rent control – harbours yield dilemma. Demanded: less bureaucracy.

MarketsReal Estate
Analysis Report

“Aengevelt: Massive decline in incoming orders in building construction.”

Aengevelt reports sharp declines in new orders in building construction for April: commercial/industrial −29.5%, public building construction −32.3%. Since new orders are considered a leading indicator, declining completions are expected in 1.5 to 2 years.

MarketsReal Estate
Analysis Report

Baker Tilly Real Estate Market Report: Ambivalent signs – but the mood remains reserved

Baker Tilly presents its real estate market report Q2/2026: Ambivalent macro signals, a restrictive credit environment and subdued sentiment characterise the market. The failed sale of the Opera Tower underlines financing bottlenecks; selective opportunities for investors with strong equity.

MarketsReal Estate
Analysis Quarterly Report

JLL: Companies put more properties on the market again in 2025

JLL reports higher corporate real estate sales for 2025: In Germany, the volume rose to EUR 2.6 billion (+13%). EMEA-wide, sales amounted to EUR 19.4 billion (+25%, 553 deals). Industry/logistics increased, offices lost; Sale-and-leaseback remained a driving force.

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