Real Estate

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

Analysis Article Comment Discussion Forecast Infographic Interview Monthly News Podcast Quarterly Report Survey Video Weekly Whitepaper

Real Estate analysiss

Symbolbild Quelle: Gemini (KI)
Analysis Report

Savills: Services and technology sectors drive demand for office space in Europe

A Savills study shows: In the 1st half of 2026, 24% of office lettings were in professional and business services (2025: 26%), and the technology sector rose to 22%. EU vacancy rate stable at 9.4%, CBD 4.9%, Prime approx. 2%. Prime rents +3.7% y/y; Munich, Frankfurt, Warsaw in the lead.

MarketsReal Estate
Analysis Report

Self-storage in Germany continues to grow – occupancy rates and rents are rising

CBRE and the Association of German Self Storage Companies publish the 2026 industry report: In Germany, there are 1,394 locations with 2.92 million m², occupancy rates rise to 76.3%, rents to €302/m²/year. Awareness remains low, investors demand 4.75% prime yield.

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

“Aengevelt: Experiencing nature in office buildings increases productivity.”

Aengevelt refers to the biophilia effect: natural elements in offices increase productivity and stress resistance. A meta-analysis by the Max Planck Institute confirms this, with options ranging from façade and roof greening to interior and water elements.

CasesReal Estate
Analysis

Heat pump analysis surprises: More buildings suitable than previously assumed

An Aroundhome analysis based on FfE data shows that in the 20 largest cities, an average of 58.9 percent of buildings are technically suitable for at least one heat pump technology. Dresden leads, Düsseldorf and Frankfurt am Main are behind; One- and two-family houses are best suited.

EnergyMarketsReal Estate
Analysis

JLL: AI boom is changing the European data center landscape

JLL sees a structural change in the European data center market as a result of the AI boom. New hyperscaler projects are located on average 175 km from hubs (2022-2025: 46 km) as electricity capacities cause bottlenecks. Frankfurt remains the largest market with 970 MW, while Berlin is growing strongly.

MarketsReal EstateReal Estate
Dr. Wulff Aengevelt, geschäftsführender Gesellschafter Aengevelt Immobilien (Credits: Aengevelt Immobilien)
Analysis Report

“Aengevelt calculates low nationwide relief of the housing market.”

Aengevelt reports a slight nationwide relief of 281,000 units (0.6%) for 2025: The stock increased by 196,000 apartments, the number of private households fell by 85,000. Despite regional relief, rents continue to rise, especially in A-cities; more new construction demanded.

MarketsReal Estate
Analysis Report Survey

RICS: Sentiment improves slightly despite turbulent geopolitical environment as headwinds ease / Germany: Credit conditions deteriorate sharply, majority sees the market in a downturn or at the bottom of the cycle

The RICS Global Commercial Property Monitor Q2/2026 shows a slight improvement in sentiment (CPSI -1). America remains strong, MEA weakens, Europe recovers only slightly and suffers from a tighter credit environment. In Germany, the CPSI falls to -23; Credit conditions collapse to -70%.

MarketsReal Estate
Analysis Quarterly Report

Munich office market: Technology companies drive sales growth

Newmark reports around 349,000 m² of take-up in the Munich office market H1 2026 (+33%). Drivers are technology, semiconductor, defense and life sciences companies; Prime rent 60 €/m², partly 74 €/m²; vacancy rate 8.8%; Outlook for 2026: approx. 600,000 m².

MarketsReal Estate

#Newsletter: Stay up to date!

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

Register now