Markets

Research, market opinions and commentaries on the various asset classes, segments and regions.

Markets articles

EXPO REAL 2026 – Views from the property sector
News

EXPO REAL 2026 – Views from the property sector

At EXPO REAL 2026, industry representatives paint a realistic picture: financing remains challenging, transactions are stalling, and the focus is shifting to the existing property portfolio. At the same time, many report constructive discussions and opportunities relating to energy, digitalisation and infrastructure.

NewsReportSurvey

Ocorian study reveals that private equity fund managers are focusing on evergreen and hybrid launches

A study by Ocorian shows that private equity fund managers are primarily opting for hybrid and evergreen structures when launching new funds. New distribution channels are driving the change; fee structures are becoming more performance- and tier-based. Inflows are rising, particularly from pension funds.

AnalysisArticle

Relocation is outpacing housing supply in Europe. Who is funding the shortfall?

Immigration is causing demand for rental accommodation in Europe to outstrip supply. In Ireland, there were only 1,777 rental properties available in February; in Lithuania, the number of foreign workers has risen from under 7,000 to 170,600 since 2020. Where there is a lack of institutional landlords, platforms such as InRento are set to fill the gaps.

German office investment market: Office sales still not a sure-fire success despite greater price transparency
News

German office investment market: Office sales still not a sure-fire success despite greater price transparency

By the end of Q3 2026, turnover on the German office investment market stood at around €3.2 billion – 13 per cent less than in the previous year; 104 deals represent a fall of 9 per cent. Prime yields in the top six cities rose to an average of 4.53 per cent (+16 basis points). Savills notes greater price transparency, yet sales remain challenging.

Re-focusing on data centres with Kao Data
ArticleCommentDiscussionInterview

Re-focusing on data centres with Kao Data

In the second instalment of our blog series on data centres, Spencer Lamb, CEO of Kao Data, and Matteo Colombo, Managing Director of Digital Infrastructure at L&G, cover these assets from an investor’s standpoint while taking a long look at the future.

JLL: Slump in expectations weighs on real estate financing index Difi
News

JLL: Slump in expectations weighs on real estate financing index Difi

The German Real Estate Financing Index (Difi) fell by 6.1 points to -14.0 in Q3 2026. The expectations indicator in particular is collapsing; all asset classes have negative expectations, with residential business remaining just ahead. Despite the low sentiment, new business increased in H1 2026.

News

JLL: Every fifth square metre of office space is sustainably certified

According to JLL, almost one in five square metres of office space in Germany's seven major cities is now sustainably certified. In the first half of 2026, 43 per cent of take-up was accounted for by certified office space.

News

Brazil power reforms to accelerate shift to renewables, says GlobalData

Brazil is driving the expansion of renewable energies with market and regulatory reforms, according to GlobalData. Solar PV is growing the fastest in the short term, offshore wind in the long term; around 93 billion US dollars will flow by 2030, and the 2025 reform will open up the market and create rules for storage systems.

Quality instead of square metres: Why high-quality office space remains scarce in Düsseldorf
Article

Quality instead of square metres: Why high-quality office space remains scarce in Düsseldorf

The SILIZIUM office building in Düsseldorf-Heerdt is being repositioned into a modern corporate location with additional recreational and service areas. According to BNP Paribas Real Estate, demand for high-quality, ESG-compliant offices in good locations remains high.

"Energy Charts" Data Platform Launches Price Simulator
News

"Energy Charts" Data Platform Launches Price Simulator

Fraunhofer ISE is launching a price simulator on Energy-Charts.info that uses real bids from the day-ahead auction and includes additional battery storage systems. The tool shows prices, charge/discharge capacity and fill levels to the nearest quarter of an hour. Available from 2025, updated daily.

"Lutz Aengevelt on EXPO REAL 2026: "Mood better than poll results."
NewsSurvey

"Lutz Aengevelt on EXPO REAL 2026: "Mood better than poll results."

A survey by Messe München shows a subdued real estate sentiment in August. Dr. Lutz Aengevelt disagrees: The mood has brightened in the last 6 to 8 weeks; Aengevelt is bringing more than 100 investment properties (approx. €1.5 billion) to EXPO REAL and expects intensive discussions.

From business plan to management: How investments stay on track
Article

From business plan to management: How investments stay on track

With closing, the business plan meets reality. Assumptions change, deviations arise – and not every one of them has the same economic weight. Good asset management recognizes where a deviation becomes a need for action and how an investment can be kept on track

#Newsletter: Stay up to date!

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

Register now