Real Estate

Real estate is the dominant asset class in the real assets sector, but also the most versatile.

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AnalysisComment

From pyramid to diamond – where will tomorrow’s investment managers come from? Young talent, experience and leadership in the age of AI – a governance issue

To prevent the loss of practical judgement in investment management, the experience of senior experts must be passed on to the next generation in a targeted manner, says Dr Georg Allendorf FRICS – expadBridge Advisors GmbH.

$Brandenburg.Legal: Only a fraction of vacant offices can be converted into housing in a cost-effective manner$

AnalysisComment

Brandenburg.Legal: Only a fraction of vacant offices can be converted into housing in a cost-effective manner

Brandenburg.Legal warns against unrealistic expectations regarding the conversion of offices into housing: only around 30 per cent of vacant offices are technically and in terms of planning law suitable for such conversion, and only a fraction of these can be converted economically. In Munich, Colliers forecasts 1,200 flats in the short term rather than 10,000; calls are being made for faster planning procedures.

Real Estate Regulatory

CommentNews

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.

Energy Real Estate Statements

AnalysisComment

Müller Radack Schultz: Commission refund claims by property owners threaten property management companies

On 21 May 2026, the Federal Court of Justice ruled that property managers may not charge landlords a commission when letting their own properties. Prof. Martin Häublein criticises this as wrong and warns of a wave of claims for reimbursement. He believes it is now up to the legislature to act.

Real Estate Regulatory

AnalysisComment

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

Comment

The market is beginning to accept the new reality

My overriding impression of EXPO REAL 2026.

Real Estate Statements

Comment

Statement by Mark Aengevelt: “EXPO REAL 2026: The perfect platform for initiating deals in the new normal.”

Mark Aengevelt takes stock of EXPO REAL 2026: The market remains challenging, yet the conditions for transactions are becoming clearer. Three trends are shaping the landscape: focus on quality rather than breadth, secured capital and event-driven deals. It remains a people’s business, complemented by AI.

Real Estate Statements

CommentSurvey

European property investors want less disruption to operations and greater certainty regarding returns in order to speed up action on energy efficiency

Re:sustain surveyed 200 European property asset managers. The key drivers are fewer operational disruptions (79 per cent) and faster certainty of return on investment (65 per cent), followed by clearer rules (55 per cent) and better verification (40 per cent). 62 per cent report that only 20–40 per cent of their assets have an up-to-date BMS.

Real Estate

Comment

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

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

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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