Markets

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

Markets forecasts

Hotel investment market: low volume, but the highest number of deals since Q1–3 2022
AnalysisForecast

Hotel investment market: low volume, but the highest number of deals since Q1–3 2022

BNP Paribas Real Estate reports a hotel transaction volume of around €1 billion (–27 per cent) for Q1–3 2026, whilst the number of deals rose by 27 per cent – the highest since Q1–3 2022. Foreign investors accounted for approximately 48 per cent (≈€500 million). A total volume of around €1.5 billion is expected for 2026.

AnalysisForecastQuarterlyReport

Sideways trend in the office lettings market continues – Berlin, Munich and Düsseldorf record strong take-ups

The top eight office markets recorded a take-up of just under 2.0 million m² in Q3 2026 (−1.6 per cent). Berlin (+49 per cent), Munich (+19 per cent) and Düsseldorf (+28 per cent) are driving the momentum; the vacancy rate remains stable at 9.1 million m². Prime rents in Munich rise to €60/m², with an average pre-let rate of 45 per cent.

AnalysisForecastQuarterlyReport

Logistics property investment market continues its growth trajectory in the third quarter of 2026

The German industrial and logistics property investment market continued its growth trajectory in Q3 2026: a transaction volume of €4.71 billion, up 5 per cent on the previous year; 74 per cent of capital was international. The prime yield stands at 4.5 per cent and is expected to rise by the end of the year; €7 billion is within reach.

AnalysisForecastQuarterlyReport

Hamburg office market: quality or cost – occupiers must set clearer priorities

The Hamburg office market remains stable: 281,000 m² of take-up in the first three quarters of 2026. Occupiers are prioritising costs, with the focus shifting to total rents; large-scale projects are coming under pressure. Outlook: 370,000–420,000 m² of office take-up for the full year 2026.

Germany set for major power-sector overhaul with EEG-2027 and capacity market, says GlobalData
AnalysisForecast

Germany set for major power-sector overhaul with EEG-2027 and capacity market, says GlobalData

GlobalData sees Germany facing a major electricity market reform with EEG-2027 and a capacity market. Renewable capacity will increase from around 73% (2025) to almost 88% (2035); Capacity market from the end of 2027. Growing demand and grid expansion are driving investments.

France faces major resilience test as nuclear output rises and renewables scale up, says GlobalData
AnalysisForecast

France faces major resilience test as nuclear output rises and renewables scale up, says GlobalData

GlobalData sees France facing a stress test: Increasing nuclear power production and growing renewables require more storage, flexibility and backup, as well as market-driven incentives. Coal phase-out by 2027, SMRs, grid expansion and storage are considered the keys to security of supply.

Offshore wind push to reshape Türkiye's renewables landscape, says GlobalData
AnalysisForecast

Offshore wind push to reshape Türkiye's renewables landscape, says GlobalData

Türkiye launches its first offshore wind YEKA tender. 5 GW are planned by 2035, but GlobalData expects only around 1.3 GW from 2032. clear rules and incentives should help.

Statements on the Berlin housing market
AnalysisForecast

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.

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

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.

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

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.

"Aengevelt sees rising prices for residential real estate regardless of interest rate developments."
AnalysisCommentForecastQuarterly

"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.

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

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%.

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