Statements

Personal comments and statements on current developments from and for the real asset world

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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.

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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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"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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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

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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.

Markets Real Estate Statements

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"The interest rate hike is expected to have a negative impact on the real estate market"

Statement on today's ECB interest rate decision by Ulrich Creydt, tax consultant and managing director, Ypsilon Steuerberatungsgesellschaft.

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