Real Estate

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

Real Estate analysiss

Analysis Report

Joint press release by vdp and vdpResearch: Real estate prices to rise at the beginning of 2026

The vdp real estate price index shows an increase of 2.2% in the 1st quarter of 2026 compared to the previous year: residential +2.3%, office +1.9%, retail +1.5%. The effects of the Iran war are still hardly measurable. New trade indices developed with the Bundesbank are incorporated into the methodology.

Analysis

JLL: Victor Prime Office to tread water at the beginning of 2026

The office performance indicator Victor Prime Office increased by only 0.3 percent in the first quarter of 2026 compared to the previous quarter. Since the outbreak of the Middle East conflict, it has shown a sideways movement; the Iran war slowed down activities. The indicator level in prime locations was 174.5 points at the end of March.

Analysis Report

Savills: Energy price shock hits industrial and logistics markets

The Iran war is making oil and diesel more expensive and, according to Savills, is putting a strain on the German industrial and logistics market. Logistics users are acting more cautiously and demanding energy-available space; in the investment market, return expectations are rising and construction cost risks are slowing down revitalization.

Mann mit VR-Headset bedient eine virtuelle Benutzeroberfläche mit Datenvisualisierung im Büro.
Analysis Forecast Survey

New study by IWG on Office 2050 and how the world of work will change by then

A new IWG study ("Work Reimagined: The Office of 2050") predicts that neural implants, AI, and immersive technologies will fundamentally change the workplace by 2050. Long commutes and the classic eight-hour day are set to disappear, while hybrid, distributed work models, smarter office environments, and a greater focus on well-being and flexibility are gaining traction. The methodology is based on a survey in March 2026 and supplementary DACH studies.

Analysis Article

Stagflation as a scenario – why real assets remain relevant

From textbook to reality: Stagflation in focus

Balkendiagramm mit Vergleich der Verkaufszahlen von Eigentumswohnungen 2024 und 2025 in Berliner Bezirken laut DAHLER-Analyse.
Analysis Report

Berlin’s residential real estate market continues to recover – demand for micro-apartments increases

An analysis by the premium broker DAHLER based on data from the Berlin Valuation Committee shows: In 2025, more houses and condominiums were sold in Berlin, and sales also increased. In the premium segment from 13,000 euros/m², the number of sales has doubled. High-quality micro-apartments in particular are experiencing stronger demand, especially in Berlin-Mitte.

Analysis Report

NAI apollo: Logistics space market in the Rhine-Main region starts 2026 with moderate sales result

NAI apollo reports logistics space take-up of 93,300 m² in the Rhine-Main region for the first quarter of 2026 – below Q4 2025 and slightly below Q1 2025, but 21.9% above the five-year average. Existing leases dominate with around 80%, large deals over 10,000 m² and logistics service providers are driving the market, while the new construction segment is falling behind due to a lack of supply; the southern sub-markets. Rising energy prices in the wake of the Iran war are dampening the recovery; the prime rent is €8.60/m².

Symbolbild Service Apartments Quelle: Gemini/KI
Analysis

Savills: Investments in serviced apartments in Europe reach €1.2 billion as institutional investor interest rises

New research from Savills shows that serviced apartments in Europe recorded a transaction volume of €1.2 billion in 2025, accounting for 5% of the total volume of hotel and lodging properties. The sector is benefiting from increasing regulation and growing demand for long-term stays, with consolidation and institutional growth offering particular opportunities.

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