Markets

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

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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.

Comment

"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

Comment

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

Comment

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

CommentDiscussion

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

Comment

"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

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

AnalysisComment

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

Comment

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

ArticleComment

Market commentary by a.s.r. real assets: Real estate portfolio is well positioned for rising interest rates

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.

Dynamics Markets Real Estate Statements

CommentNews

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

ArticleCommentDiscussionInterview

Focusing on data centres with Kao Data

In the first of this two-part blog series, we sit down with Spencer Lamb, CEO of Kao Data, and Matteo Colombo, Managing Director of Digital Infrastructure at L&G. The pair talk partnership and why it's critical to shine a light on data centre assets.

Infrastructure Markets Real Estate

Markets

Markets comments

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