Markets

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

Markets forecasts

Forecast

Spring 2026 forecasts: Selectivity replaces the overall market

bulwiengesa presented the spring 2026 forecasts for the German real estate markets in the forecast webinar. Conclusion: Selectivity instead of overall market; Housing remains strong, offices are changing, logistics are robust, retail polarizes. Macro uncertainty and interest rates are weighing on them.

Forecast

APAC to dominate global HVDC converter station market through 2031, forecasts GlobalData

GlobalData forecasts strong growth of the HVDC converter station market through 2031, led by APAC. China leads; India and Germany remain strong, while the USA, UK and South Korea are also pushing forward. Political requirements, renewables and grid expansion are the drivers.

Chiara Aengevelt, geschäftsführende Gesellschafterin Aengevelt Immobilien. Bildquelle: Aengevelt Immobilien
Analysis Forecast

Aengevelt sees growth market for Defence Properties

Aengevelt sees Defence Properties as a fast-growing segment. With higher defense spending and more Bundeswehr personnel, the need for office, commercial and logistics space is increasing; in some cases up to 30% higher land prices. Opportunities for investors, but strict safety and ESG requirements.

Comment Forecast

Family offices are increasingly focusing on housing stock / Nationwide trend is gaining momentum

DAVE and Arcadis are observing that family offices in Germany are increasingly acquiring existing apartments and are primarily in demand for residential portfolios with 100 to 800 units. Drivers include high construction costs, regulatory uncertainties and a difficult financing environment; the focus is on value-preserving, generational strategies. The trend is stimulating the market for larger residential portfolios and is likely to become even more important in view of the new construction situation.

Analysis Forecast Survey

New study by IWG on Office 2050 and how the world of work will change by then

A new IWG study ("Work Reimagined: The Office of 2050") predicts that neural implants, AI, and immersive technologies will fundamentally change the workplace by 2050. Long commutes and the classic eight-hour day are set to disappear, while hybrid, distributed work models, smarter office environments, and a greater focus on well-being and flexibility are gaining traction. The methodology is based on a survey in March 2026 and supplementary DACH studies.

Forecast

Philippines renewable capacity to reach 30GW by 2035, forecasts GlobalData

GlobalData predicts that the Philippines' cumulative renewable capacity will increase to around 30 GW by 2035 – from about 7.1 GW in 2025. The main drivers are solar PV (approx. 18.7 GW) and wind (approx. 7.4 GW), supported by auctions such as the Green Energy Auction Program and investment-friendly reforms. Despite the expansion, coal and natural gas remain dominant for the base load; in addition, nuclear power (approx. 0.3 GW by 2035) is planned for the first time.

Forecast

Egypt solar PV capacity to reach 34.3GW by 2035, forecasts GlobalData

GlobalData predicts that Egypt's photovoltaic capacity will increase from around 2.9 GW (2025) to about 34.3 GW by 2035; the cumulative renewable generation capacity could reach around 49.7 GW by then. Growth will be driven by a strong funding and investment framework with PPAs, incentives, accelerated approvals (including Golden License) and increasingly integrated battery storage systems. At the same time, wind power is growing to around 15.1 GW, while gas remains stable at 45–50 GW and nuclear energy via El Dabaa is growing to around 4.4 GW.

Analysis Forecast

Argentina’s renewables expansion to remain moderate through 2035 despite strong resource potential, says GlobalData

GlobalData expects the expansion of renewable energies in Argentina to progress only moderately by 2035, despite excellent wind and solar resources. Solar PV is expected to grow from around 2.5 GW (2025) to about 7.9 GW (2035) and wind from around 4.5 GW to around 7.6 GW; bottlenecks in grid capacity, financing and politics are slowing the pace. Gas remains central to the electricity mix thanks to Vaca Muerta, while coal-fired power is declining significantly.

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