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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.

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"Aengevelt contradicts the dampening of rent dynamics through socialization."

Aengevelt criticizes media reports on the policy brief of the Hans Böckler Foundation. The paper does not explain why socialization should slow down rent dynamics and is not a solution to the housing shortage; it is therefore not suitable as an argument for socialization.

Markets Statements

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Housing market madness in Berlin: Billion-dollar grave socialization: How ideology ruins new construction

Thomas Aigner sharply criticizes the socialization plans of the Berlin Left. Expropriations do not create apartments, cause billions in costs and destroy the investment climate. He calls for a reduction in bureaucracy, land activation and consistent new construction instead of symbolic politics.

Markets Statements

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Statements by Managing Partner U. Höller in the run-up to the Expo Real real estate fair

Ulrich Höller, Managing Partner of the ABG Real Estate Group, gave assessments of the market, financing, office and residential before Expo Real. He expects a slower normalization and opportunities through repositioning; significant recovery from H2 2027.

Markets Real Estate Statements

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Statements on the market development for light industrial real estate

At an online press conference on September 21, 2026, industry experts gave assessments of the light industrial market. They see robust demand with tight supply, selective investments and electricity as a locational advantage. Active asset management and ESG remain central.

Markets Real Estate Statements

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"Mietenmonitor": a "disservice" for Munich's tenants – and what immediately helps the market

Thomas Aigner criticizes the "Rent Monitor" planned by Munich as a disservice to tenants. The tool causes costs, scares off investors, does not create living space and shifts rentals "under the table". He calls for a stop to subsidies and speed up SEM.

Markets Statements

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Power, power, power instead of location, location, location

The AI boom is changing the real estate economy: where grid capacity becomes scarce, secure access to electricity increases in value – and capitalizes on the price of land.

Cases Energy Infrastructure Markets Real Estate

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MARKET COMMENTARY: Iran War Drives Oil Price – Fundamentals Point to Sharp Decline

Oil price climbs to about 103 dollars per barrel in the wake of the Iran war, according to Dieter Wermuth. Historically and fundamentally, the level is clearly inflated; in the medium term, weaker demand and the energy transition speak for falling prices. In the short term, political risks remain high.

Energy Markets

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"The landlords will keep their feet still if possible, modernize little and hope that the five years will pass."

Philip C. Hetzer, Managing Partner of DAHLER Invest, with a statement on the election result in Berlin.

Real Estate Statements

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Berlin's politicians have neither heart nor plan for tourism

In its analysis of the election programmes, the ApartmentAllianz Berlin criticises a lack of hospitality and a clear strategy of Berlin's politics. The Left Party and the Greens rely on control and regulation, the SPD on city tax funds. A quality- and guest-oriented development is demanded.

Markets Regulatory Statements

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"Instead of spending billions on the socialization of existing old housing stocks and thus placing an additional burden on the already strained Berlin budget, politicians should concentrate their efforts on making new housing possible - for tenants and future apartment owners."

Statement by Philip C. Hetzer, Managing Partner, DAHLER Invest, on the upcoming election in Berlin

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"... increasing housing construction and improving housing conditions for Berliners is not the focus of political discussion at the moment."

Statement by Uwe Bottermann, lawyer and partner at Bottermann::Khorrami on the election in Berlin

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