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.
The eurozone has been experiencing rising interest rates since 2022; the ECB raised the key interest rate by 25 basis points on 10 September. a.s.r. real assets CEO Dick Gort sees the €13 billion portfolio in a robust position. Revaluations in H1 2026 were positive, especially for residential.
The AIV and the Senate Administration discussed Hans Stimmann's legacy on September 3/4 in Berlin at "Stimmann's City – Work and Impact". Conclusion: Berlin needs long-term role models, strong public responsibility and more culture of debate for urban development.
In this point of view, Viktor Weber illustrates that AI – especially the large language models – is inherently non-deterministic, i.e. error-prone, but that this must not mean that we can ignore the enormous potential of the new offerings.
A broad alliance of business and civil society presents a joint position paper on the continuation of Berlin's administrative reform. It calls on the Senate and the House of Representatives to consistently continue the reforms until and after the election – with stronger districts, faster procedures and digitalisation.
Aengevelt warns that the "bio-staircase" of the new Building Modernization Act will make heating costs much more expensive. Biomethane is scarce and more expensive than natural gas; the IW expects +80% by 2040 and +119% by 2045, with landlords having to bear part of the additional costs.
The German government has adopted the 2027 amendment to the Renewable Energy Sources Act (EEG) and the grid connection package in the cabinet. Alterric criticizes higher costs, uncertainty and investment risks and calls for improvements in the Bundestag. The company assesses facilitations for co-location positively.
Rau Geosysteme Süd calls for noise protection for the energy transition, especially for large BESS plants. Inverters and aggregates cause significant emissions; the demand for noise protection is booming. Modular solutions can also be retrofitted.
With the reform package Tenancy Law II, the federal government is planning stricter rules for furnished housing, indexed rents and short-term rentals. In a webinar, industry experts warn of investment barriers; the cap on indexed rents weakens inflation protection.
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