Real Estate

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

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

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

MarketsReal EstateStatements
Statements on the market development for light industrial real estate
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.

MarketsReal EstateStatements
Power, power, power instead of location, location, location
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.

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

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

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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.

EnergyMarketsReal Estate
Focusing on data centres with Kao Data
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.

InfrastructureMarketsReal Estate
Statements on the current situation on the nursing home market
CommentDiscussion

Statements on the current situation on the nursing home market

On 9 September 2026, JLL, Pecuria and ORIZN gave assessments of the nursing home market in an online press conference. Despite high costs and financing hurdles, new institutional construction is faltering; around 100 billion euros will be needed by 2040. Digitalisation/AI are considered central levers.

MarketsReal EstateStatements
Five asset classes, one data center
ArticleCommentWeekly

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.

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