Markets

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

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Markets surveys

AnalysisReportSurvey

Study: Asset managers report a sharp rise in risk across investment, operations, regulation and reputation

A global Clearwater study of 250 senior executives at asset management firms reveals a sharp rise in risks: market, credit, liquidity and concentration risks are on the increase. The biggest concern for the next 12 months is technology/cyber risk. Reputational, ESG and competitive risks are also rising.

Markets
Logistics property: Tenants are paying more attention to quality and performance
ReportSurvey

Logistics property: Tenants are paying more attention to quality and performance

Europe’s logistics tenants are increasingly demanding high-quality, high-performance space. According to the European Logistics Survey 2026, demand remains stable, decision-making processes are taking longer and many are optimising their portfolios rather than expanding. Electricity supply is becoming a key selection criterion.

MarketsReal Estate
NewsReportSurvey

Ocorian study reveals that private equity fund managers are focusing on evergreen and hybrid launches

A study by Ocorian shows that private equity fund managers are primarily opting for hybrid and evergreen structures when launching new funds. New distribution channels are driving the change; fee structures are becoming more performance- and tier-based. Inflows are rising, particularly from pension funds.

MarketsPrivate Equity
Survey

CBRE survey: Store expansion and AI use are shaping European retailers' growth plans

65 percent of European retailers plan to expand their store network. At the same time, 52 percent are already using AI solutions, especially for product recommendations and customer service.

MarketsReal Estate
Survey by Apleona, ZIA and Coalition-X: Banks and investors are driving the requirements for building data
AnalysisSurvey

Survey by Apleona, ZIA and Coalition-X: Banks and investors are driving the requirements for building data

A survey of 112 industry representatives by Apleona, ZIA and Coalition-X shows that banks and investors are driving the requirements for building data; around 40% see a strong influence. Manual entry dominates, inconsistent KPIs slow down; traceability and EU standards are coming into focus.

MarketsReal Estate
Study result: Real estate debt in the area of tension between return expectations and security requirements
AnalysisReportSurvey

Study result: Real estate debt in the area of tension between return expectations and security requirements

A joint study by RheinMain University of Applied Sciences and CAERUS shows that real estate debt is a growth market, but currently accounts for only 1.6% of portfolios. Around a third of investors want to expand their commitments, with the risk-return profile being the most important driver.

MarketsPrivate Debt
"Lutz Aengevelt on EXPO REAL 2026: "Mood better than poll results."
NewsSurvey

"Lutz Aengevelt on EXPO REAL 2026: "Mood better than poll results."

A survey by Messe München shows a subdued real estate sentiment in August. Dr. Lutz Aengevelt disagrees: The mood has brightened in the last 6 to 8 weeks; Aengevelt is bringing more than 100 investment properties (approx. €1.5 billion) to EXPO REAL and expects intensive discussions.

MarketsReal EstateStatements
NewsSurvey

CBRE survey: Almost two-thirds of European office users plan to relocate

CBRE's European Office Occupier Sentiment Survey 2026 shows that 65% of European office users are planning to move within three years. Companies are choosing high-quality, flexible space (partly for AI) more specifically, paying surcharges less often; 45% are aiming for net zero by 2030, and supply is becoming scarcer.

MarketsReal Estate
AnalysisSurvey

Major global study reveals fund managers restructure portfolios in response to market volatility

A comprehensive global study by Clearwater Analytics, which surveyed 250 senior executives at fund managers across the U.S., Europe, and the Asia-Pacific region, reveals that traditional, static asset allocation frameworks are rapidly being retired. In their place, fund managers are adopting dynamic rebalancing, private-market exposure, and goal-

Markets
JLL: Law firms pay up to 55 percent higher office rents
AnalysisReportSurvey

JLL: Law firms pay up to 55 percent higher office rents

A JLL analysis shows that law firms are paying office rents in the top 7 markets well above the market level – from +10% (Cologne) to +55% (Munich). They are relocating locations to central locations. Due to a shortage of new buildings, lead times of three to four years are advisable.

MarketsReal Estate
AI in a reality check: Real estate industry uses AI, but data availability, integration and governance slow down scaling
AnalysisReportSurvey

AI in a reality check: Real estate industry uses AI, but data availability, integration and governance slow down scaling

A survey by aedifion and Rueckerconsult shows: 86% of real estate companies use AI, 90% of them generative tools; only 27% use integrated platforms. Time savings are high, but data integration and governance slow down scaling; operational usage is 23%. 90% want to expand their use.

MarketsReal Estate
Real I.S. Investor Survey: Yield requirements are becoming the decisive criterion for real estate investments
NewsSurvey

Real I.S. Investor Survey: Yield requirements are becoming the decisive criterion for real estate investments

According to the Real I.S. Investor Survey 2026, real estate remains attractive to German institutional investors – provided it offers a yield premium over German government bonds. Housing and logistics lead the investment plans; 74% charge a 150–250 basis point premium.

MarketsReal Estate

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