Real Estate

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

Real Estate analysiss

Foto von Sindy Süßengut auf Unsplash
Analysis Forecast

Avison Young Outlook H2 2026: The real estate market will be slowed down, but the recovery will not be completely slowed down

Avison Young sees a slowed but sustained recovery of the German real estate markets in the H2 2026 outlook: The Iran conflict and higher interest rates are dampening activity and prices. User markets remain cautious; Financing is sometimes reaching its limits. A complete stalling of the recovery is not expected.

Analysis Report

JLL: Deficit in housing construction is higher than previously assumed

JLL sees new residential construction in 2026 at a historically low level: the actual deficit is around 80,000 apartments per year. Metropolises suffer from shortages, rural areas partly from oversupply; Record construction costs are depressing profitability, and initial signals remain fragile.

Analysis Forecast Report

Affordable housing is once again the focus of institutional investors

CBRE once again sees affordable housing as an attractive investment option for institutional investors. Public subsidy programs and tax incentives improve profitability. The focus is shifting towards long-term cash flow strategies.

Martin Schaffer, Geschäftsführer bei mrp hotels
Analysis Report Survey

Trend survey by mrp hotels: Hotel properties remain a sought-after asset class despite challenging market conditions

The mrp-hotels trend survey of 42 market participants shows that hotel investments are considered an attractive asset class despite high financing costs; over 90% see hotels at least as attractive as others. 45% expect portfolio shares to increase; Spain is considered the most dynamic market. Interest and construction costs remain hurdles.

Analysis Report

Aengevelt: Rent level has no influence on life satisfaction.

Aengevelt analyzes 40 major German cities: There is practically no correlation between rent levels and life satisfaction (corr. -0.08). High rents result primarily from urban attractiveness and opportunities; Examples: Düsseldorf, Wiesbaden, Munich, Stuttgart, Hamburg.

Analysis Report

Hamburg apartment building market: Between revival and reclassification

The Hamburg apartment building market picked up noticeably in 2025: approx. 510 transactions and a volume of around EUR 1.82 billion (+65%), average prices at EUR 3,290/m². Buyers are acting more selectively, rents are rising. In 2026, a more restrained dynamic is emerging.

Logistik Immobilien
Analysis Report

CBRE study: E-commerce is a growth driver for retail and logistics real estate in Europe

CBRE sees European e-commerce back on track for growth; adjusted for inflation, online spending is only about 1% below the record of 2021.E-commerce is driving demand for logistics space, while stores are becoming more part of the fulfillment chain and automation is increasing.

Analysis Report

“Düsseldorf: Increasing cash turnover on the private real estate market.”

Düsseldorf reports increasing cash turnover on the private real estate market. An overview shows the development of asking rents in EUR/m² (new construction and total) per Q4, based on data from empirica and Aengevelt Research.

#Newsletter: Stay up to date!

Sign up for our newsletter and receive regular updates on the latest topics.

Register now