Markets

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

Markets forecasts

Statements zum Berliner Wohnmarkt
Analysis Forecast

Statements on the Berlin housing market

Four industry experts discussed the situation of Berlin's residential real estate market on 8 July 2026. They emphasize attractiveness and available capital, but demand planning security, faster approvals and less regulation. New construction is considered a central lever.

Nicole Römer, Head of Retail Germany bei Colliers. Foto: Colliers
Forecast Quarterly Report

Slowed momentum in the retail investment market – opportunities for the second half of the year due to a well-filled sales pipeline

The German retail investment market recorded a transaction volume of EUR 1.9 billion in the first half of 2026 (-25% year-on-year); in the second quarter, it slumped by 41%, and deals halved. The reasons are geopolitical risks and interest rate increases. Colliers sees opportunities for the second half of the year; Forecast: around 5 billion euros.

Analysis Forecast Report

Solar and storage hybrid projects to dominate India’s renewable auctions in 2027–30, says GlobalData

GlobalData expects solar-plus-storage hybrids to dominate renewables auctions in India 2027–2030. Tenders are increasing sharply; SECI awarded 1.2 GW of solar with 3.6 GWh of storage in January 2026. Auction design, network infrastructure and regulation are decisive.

Dr. Wulff Aengevelt, geschäftsführender Gesellschafter Aengevelt Immobilien (Credits: Aengevelt Immobilien)
Analysis Comment Forecast Quarterly

“Aengevelt sees rising prices for residential real estate regardless of interest rate developments.”

According to Aengevelt, the house price index has risen for six quarters in a row; in the 1st quarter of 2026 by 1.4 percent compared to the previous year. The connection to construction interest rates is loosening. The market diverges regionally: highest growth in apartments in sparsely populated districts, in some cases declines elsewhere.

Foto von Paul Becker auf Unsplash
Forecast News

Savills expects around 3.5 million square metres of new construction space on the European office market in 2026

Savills expects around 3.5 million m² of new office space in Europe in 2026 – stable compared to the previous year, but 28% below the 2022 peak. 21% of the 2025 projects have been postponed to 2026; In 2027, the volume is expected to fall to 2.7 million m². Speculative pipeline 1.5%, top vacancies 2–3%.

Analysis Forecast

Italy’s solar momentum risks cost overruns unless grid and permitting improve, says GlobalData

GlobalData warns: Italy's solar boom threatens to become more expensive and slower without faster permits, grid expansion and more flexibility. A new report shows solar PV as the fastest-growing segment; rising electricity demand and hybrid projects are increasing the pressure.

Dr. Wulff Aengevelt, geschäftsführender Gesellschafter von Aengevelt Immobilien. Bildquelle: Aengevelt Immobilien
Analysis Comment Forecast

“Aengevelt: Politics reduces rental housing supply.”

Aengevelt predicts a further decline in the supply of affordable rental apartments, as political regulations make renting unattractive. Up to three million apartments could fall out of rent; Small landlords react with sales, vacancies or conversions.

DZG-Vorstandssprecher Dr. Marcel Klinge erklärt, warum die steuerpolitischen Risiken für die Gastwelt gestiegen sind. Bild: DZG.
Analysis Comment Forecast

Federal budget under pressure: DZG warns of new cost shock

The think tank Future of the Hospitality World warns of noticeably rising tax and social security contributions. Pension reform and a possible withdrawal of the reduced gastro sales tax could drive up costs and jeopardize mini-jobs. DZG pleads for a tax policy alliance.

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