Energy

Renewable energies have been an economically and even more socially important asset class not only since the energy transition.

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Expert assessment: 80 days for the grid operator’s assessment – what’s holding up PV projects

An analysis by GFK Solar shows that grid operators take a median of 80 days to review the registration data for new PV installations; the range extends from 1 day to almost 1 year. VREY chief Julius Pahmeier cites IT systems, a lack of standards and insufficient capacity as the causes, and calls for digitised, standardised procedures.

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Chart of the month: Data centres, beyond the AI noise

Artificial intelligence (AI) may dominate the headlines but the clearest evidence of demand can be found in the infrastructure supporting it.

Developments Energy Infrastructure Markets

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Expert assessment: The cost-effectiveness of photovoltaic systems on blocks of flats

From 2027, the feed-in tariff for new solar installations is set to be abolished. VREY founder Julius Pahmeier emphasises that PV on smaller blocks of flats with high self-consumption remains profitable: revenue shortfalls often amount to €120–400 per year, cash flows are €5,000–6,000 per year, and the payback period is approximately 10 years.

Energy Real Estate Statements

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Solar power in blocks of flats: Is a physical totaliser a better solution? Why this argument falls short

VREY founder Julius Pahmeier refutes the claim that physical totalisers are superior to virtual ones. VREY has enabled shared building energy supply for around 3,000 households; virtual totalisers save 6,000–8,000 euros and reduce the effort involved.

Energy Real Estate Statements

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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.

Energy Infrastructure Markets

CommentWeekly

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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Rohrer Immobilien at Expo Real: Energy self-sufficiency becomes a game changer for real estate

Rohrer Immobilien will focus on energy self-sufficiency as a game changer at Expo Real. On 6 October 2026, Prof. Timo Leukefeld will be a guest at DAVE booth B1.524. New energy and rental concepts, simplified building technology and criteria for investment decisions will be discussed.

Energy Markets Real Estate

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Five asset classes, one data center

The AI boom is devouring immense capital for data centers and infrastructure, for example, which is reflected in very different segments of the portfolio. For institutional investors, the question arises as to whether this allocation allows sufficient conclusions to be drawn about the actual risks.

Cases Energy Infrastructure Private Debt Real Estate

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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

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New all-time solar high in Germany: 12 billion kWh of solar power in one month for the first time – IWR explains misunderstandings about EEG subsidies

In July 2026, photovoltaics in Germany fed 12 billion kWh into the public grid for the first time. At lunchtime, the average solar output was over 40,000 MW. The IWR explains misunderstandings about EEG subsidies and emphasizes the role of differential costs.

Energy Markets Regulatory

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Aengevelt warns of rising heating costs due to the new Building Modernisation Act

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.

Energy Real Estate Regulatory Statements

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