Markets

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

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Markets discussions

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.

Discussion

CNG: Corporate Real Estate becomes a strategic partner for companies

At CoreNet Global's EMEA Summit (September 8–10, 2026, Munich), CREM was positioned as an increasingly strategic partner of companies. Resilience, AI and user-centered working environments shape decisions; corporate real estate is moving closer to the core business.

Markets 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.

Markets Real Estate Statements

AnalysisArticleDiscussion

Commercial and Craftsmen's Parks: Stable Demand with Advancing Professionalization

A webinar organised by RUECKERCONSULT by AEW Invest, Berlin Hyp, bulwiengesa and SQUARE PARKS states: Commercial and craft parks remain stable despite the environment. H1/2026, around 284,400 m² were completed; demand and rents are increasing. Investors and banks pay attention to location quality.

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

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.

Markets Real Estate Statements

ArticleDiscussion

AIV: Berlin needs more courage for the city again

The AIV and the Senate Administration discussed Hans Stimmann's legacy on September 3/4 in Berlin at "Stimmann's City – Work and Impact". Conclusion: Berlin needs long-term role models, strong public responsibility and more culture of debate for urban development.

Cases Markets Statements

Discussion

European residential real estate markets offer attractive opportunities – lack of supply remains key driver of returns

A webinar by a.s.r. real assets, CapMan Real Estate, KINGSTONE Residential Investments and Savills IM shows that supply remains scarce in Germany, the Netherlands, Scandinavia and Spain. Rising rents and stable yields are attracting institutional investors.

Markets Real Estate

ArticleCommentDiscussionReport

Clean power: A market in transition

Clean power infrastructure has moved beyond simply “build more renewables”. The sector is now driven by a more complex interaction where dispersion is rising by country, by technology, and by contract structure. Here, expertise is increasingly rewarded, and specialist underwriting is critical.

Energy Infrastructure Markets

AnalysisDiscussion

KINGSTONE RE and ImmobilienResearch Vornholz: Special forms of housing for seniors remain a niche

The webinar by KINGSTONE Real Estate and ImmobilienResearch Vornholz shows that special forms of housing remain a niche for seniors; most continue to live in existing apartments. The need for barrier-free and care-related services is growing; Investors should adjust the portfolio.

Markets Real Estate

AnalysisDiscussion

Real estate financing remains under pressure in the second half of the year

At an online press conference organized by Rueckerconsult, Prof. Dr. Felix Schindler, Head of Research & Strategy at HIH Invest, Stefan Hoenen, Head of Commercial Real Estate at Hamburg Commercial Bank, Fabio Carrozza, CSO of BF.direkt AG, Torsten Hollstein, Managing Director of CR Investment Management, and Alexander Lackner, CEO of neworld, discussed the prospects of the financing market in the second half of 2026.

Markets Real Estate

ArticleDiscussion

Between renovation backlog and investment opportunity: Educational real estate is becoming a strategic asset class

The role that private capital can play in the expansion of schools, daycare centers and other educational institutions was discussed by Robert Feldt, CapMan, Tanja Volksheimer, NEXT Generation Invest, and Jan Trenn, CELLS, at an online press conference organized by RUECKERCONSULT.

Infrastructure Markets Real Estate

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