Statements

Personal comments and statements on current developments from and for the real asset world

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Statements analysiss

AnalysisQuarterlyReport

Market report: Real estate market under refinancing pressure

The Baker Tilly Market Report Q3/2026 shows that the German real estate market is moving sideways despite brighter economic sentiment. Rising interest rates are increasing refinancing pressure, investors are acting selectively; healthcare properties are attracting capital.

AnalysisComment

Energy policy: Rich course brings higher electricity prices to industry and consumers

The IWR criticizes the energy policy course of Federal Minister of Economics Reiche: Capacity market, EEG amendment and grid connection package shift control power to grid operators and drive up prices. From 2031, a capacity market levy will be added.

Energy Markets Statements

AnalysisComment

CO₂ price: The real cost question begins in 2028

A market commentary by Wüest Partner: The cabinet decision of 12 August 2026 leaves the national CO₂ price 2027 at 55–65 €/t. From 2028, ETS 2 will take effect with market-based, potentially higher prices – particularly risky for inefficient buildings. Investors should plan for higher scenarios.

Markets Real Estate Regulatory Statements

AnalysisComment

"Aengevelt: Construction turbo still with teething problems."

Aengevelt evaluates initial experiences with the "construction turbo", which has been in force since 30.10.2025: Many municipalities are hesitant due to complexity, legal risks, tight deadlines and a lack of capacity. Progress: Paderborn approved for the first time; Frankfurt used instruments in 40% of 22 projects (approx. 900 units).

Markets Regulatory Statements

AnalysisComment

Statements from the real estate industry on today's ECB interest rate decision

Representatives of Ypsilon, IREBS, BF.direkt and CR Investment Management comment on the unchanged ECB key interest rate decision. They point to inflation risks from rising oil prices and, depending on the project, recommend long-term fixed interest rates; Stability supports the real estate market.

Markets Statements

AnalysisComment

The European Central Bank is leaving the deposit rate at 2.25% as expected

As expected, the ECB is leaving the deposit rate at 2.25%. Falling inflation (euro area 2.8%, Germany 2.3%) provides room for manoeuvre, but geopolitical risks and energy prices are creating uncertainty. For the real estate industry, the interest rate pause means continuity; further steps remain data-dependent.

Markets Statements

AnalysisForecast

Statements on the Berlin housing market

Four industry experts discussed the situation of Berlin's residential real estate market on 8 July 2026. They emphasize attractiveness and available capital, but demand planning security, faster approvals and less regulation. New construction is considered a central lever.

Markets Real Estate Statements

AnalysisForecast

Statement on the Real Estate Arena 2026 / Frederic Engelmann, CFO of HT Group

Frederic Engelmann (HT Group) reports a slight improvement in the mood at the Real Estate Arena in Hanover: more willingness to cooperate and harmonized calculation bases. The focus: faster permits, less bureaucracy, simpler housing regulations; new projects from H2 and 2027.

Markets Statements

AnalysisComment

"Aengevelt: Every new apartment relieves the housing market."

On the basis of several studies, Aengevelt confirms that every new-build apartment – even in the high-price segment – relieves strained housing markets via relocation chains. Depending on the type, up to 269 existing apartments become available for every 100 new buildings; low-income households will benefit in particular.

Markets Real Estate Statements

AnalysisComment

"Aengevelt sees restructuring in real estate project development."

An analysis by Aengevelt on building permits in 2025 shows a shift towards housing and infrastructure, while office, logistics and hotel and hospitality sectors are declining. Overall, costs are rising significantly, housing numbers are recovering, but remain below demand.

Markets Statements

AnalysisDiscussion

East German B and C locations are moving into the focus of investors

Real estate markets in East German B and C cities such as Magdeburg, Erfurt and Chemnitz are stabilising with solid fundamentals and attractive yields. Despite structural challenges and demographic change, the market offers opportunities for selective investment strategies.

Markets Real Estate Statements

AnalysisComment

Saving the heat transition: Analysis paper warns of fossil lock-in in planned building modernisation law

An alliance of municipal companies, utilities and an umbrella association under the initiative of the LBD consulting company warns of the consequences of the Building Modernization Act (GMG) in its currently planned design.

Energy Real Estate Regulatory Statements

Statements

Statements analysiss

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