Real Estate

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

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Real Estate analysiss

AnalysisWhitepaper

Repositioning begins long before the refurbishment

Successful repositioning does not begin with the refurbishment of a property, but with a fresh understanding of its potential. Only when the market, users, the building and economic prospects are considered together can a robust vision for future development be established.

AnalysisWhitepaper

HELIX alpha publishes a white paper on the classification of life sciences real estate as an institutional investment

HELIX alpha has published a white paper that categorises life sciences property for institutional investors. It compares shell/core models with operated laboratory platforms and emphasises location and building quality in relation to the risk-return profile. Available in German and English.

Markets Real Estate

AnalysisReport

Wüest Partner study: The number of inadequately insured buildings in high-risk areas could rise by 70 per cent by 2080

A study by Wüest Partner and CLIMADA shows that, in a high-emissions scenario, the number of vulnerable buildings in Germany without natural hazard insurance could rise by 70 per cent to around 2.5 million by 2080. The North Sea coast and the foothills of the Bavarian Alps are particularly affected.

Markets Real Estate

AnalysisReport

Savills: A lot of activity in the European office property market

According to Savills, the proportion of cross-border investment in European office property rose to 39 per cent in 2026 (2025: 36 per cent), driven in part by French SCPIs. Prime yields rose by an average of 13 basis points to 5.1 per cent in Q3; Stockholm saw a fall of 15 basis points.

Markets Real Estate

AnalysisReportWhitepaper

mrp hotels Expert Paper 2026 – Guidance for the hotel property market of tomorrow

mrp hotels has published the fourth edition of its ‘Booking the Future’ Expert Paper 2026. Eighteen articles by 14 external experts examine the market, financing, operator strategies and digitalisation. The focus is on profitability, sustainable cash flows and resilient hotel concepts.

Markets Real Estate

AnalysisReport

Renewable Energy Market Report 2026/2027: Grid connections and storage are increasingly determining the economic viability of energy projects

The Renewable Energy Market Report 2026/2027 by Wüest Partner shows that grid connections and storage are increasingly determining the economic viability of energy projects. Grid bottlenecks, the maturity assessment procedure introduced in April 2026 and the growth in battery storage are shaping investment – including in the property sector.

Energy Infrastructure Real Estate

AnalysisWhitepaper

Why asset management needs to be rethought

The transition into the Second Cycle is changing not only the property itself, but also the requirements for its management. Many management structures were designed for properties operating in a largely stable market environment. The focus was on optimisation, not transformation.

Cases Real Estate

AnalysisComment

From pyramid to diamond – where will tomorrow’s investment managers come from? Young talent, experience and leadership in the age of AI – a governance issue

To prevent the loss of practical judgement in investment management, the experience of senior experts must be passed on to the next generation in a targeted manner, says Dr Georg Allendorf FRICS – expadBridge Advisors GmbH.

Real Estate Regulatory Statements

$Brandenburg.Legal: Only a fraction of vacant offices can be converted into housing in a cost-effective manner$

AnalysisComment

Brandenburg.Legal: Only a fraction of vacant offices can be converted into housing in a cost-effective manner

Brandenburg.Legal warns against unrealistic expectations regarding the conversion of offices into housing: only around 30 per cent of vacant offices are technically and in terms of planning law suitable for such conversion, and only a fraction of these can be converted economically. In Munich, Colliers forecasts 1,200 flats in the short term rather than 10,000; calls are being made for faster planning procedures.

Real Estate Regulatory

Analysis

“The Aengevelt Residential Investment Index (AWI) is on the decline.”

The Aengevelt Residential Investment Index (AWI) fell by 7.5 points to 58.5 in the summer 2026 survey, thereby returning to market equilibrium. Scores were 53.7 for basic locations, 60.5 for average locations and 65.3 for good locations. Dr Wulff Aengevelt notes weak new-build activity and calls for stronger incentives.

Markets Real Estate

AnalysisQuarterlyReport

Cologne investment market: Good number of deals, turnover in line with the five-year average

The Cologne investment market recorded turnover of around €661 million across some 30 transactions in Q1–Q3 2026, which is close to the five-year average. Offices dominated, accounting for just under 71 per cent. Prime yields rose to 4.10 per cent (retail) and up to 4.70 per cent (offices/logistics).

Markets Real Estate

AnalysisQuarterlyReport

The Ruhr logistics market sets new records for volume and number of deals

The Ruhr logistics market reached record levels in Q1–Q3 2026, with 484,000 m² of space taken up and a high number of deals. Major deals involving Cencora, Goodcang, Apex and Logicall SCS, amongst others, are driving the momentum; logistics service providers account for around 71 per cent. Rents are rising slightly, whilst supply remains tight.

Markets Real Estate

Real Estate

Real Estate analysiss

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