Real Estate

Real estate is the dominant asset class in the real assets sector, but also the most versatile.

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Real Estate weeklys

CommentWeekly

Power, power, power instead of location, location, location

The AI boom is changing the real estate economy: where grid capacity becomes scarce, secure access to electricity increases in value – and capitalizes on the price of land.

ArticleCommentWeekly

Five asset classes, one data center

The AI boom is devouring immense capital for data centers and infrastructure, for example, which is reflected in very different segments of the portfolio. For institutional investors, the question arises as to whether this allocation allows sufficient conclusions to be drawn about the actual risks.

Cases Energy Infrastructure Private Debt Real Estate

AnalysisCommentWeekly

Is this the turning point in the real estate market?

JLL and CBRE report a higher transaction volume for H1 2026 (JLL: EUR 17.6 billion, +15%; CBRE: €16.2 billion, +13%). Nevertheless, pricing is inconsistent; the market is becoming broader, but remains selective. Rising opportunity costs are driving deals.

Markets Real Estate

CommentWeekly

That's the hammer: When civil courts start reading special funds sentence by sentence

The Higher Regional Court of Cologne (judgment of 25 April 2024) on redemption suspensions for open-ended special real estate funds clarifies: In case of doubt, contractual rather than market logic decides. The question of price is particularly relevant in the case of time-stretched returns. KVGs should specify their investment conditions.

Cases Real Estate Regulatory

CommentWeekly

The Acceleration of Institutional Narratives

Institutional narratives are accelerating, diffusing from liquid to traditionally slow asset classes such as real estate and infrastructure. Topics rotate faster, attention organizes capital and influences perception, allocation and cost of capital.

Cases Markets Real Estate

CommentWeekly

The real buyer is credit

When sellers want to be close to prices, buyers need returns and lenders are looking for volume, liquidity arises – not from the market, but from leverage.

Cases Real Estate

CommentWeekly

The new location factor is electricity

Why Data Centers Are Becoming Perhaps the Most Exciting Infrastructure of the Digital Economy

Cases Infrastructure Real Estate

CommentWeekly

The weather forecast from Cannes – from a distance of 1,000 kilometres

MIPIM can now also be followed remotely – via LinkedIn, photos and weather reports from Cannes. While the industry is discussing the sun and umbrellas, a new real asset class is growing in the background: buildings for algorithms.

Real Estate

CommentWeekly

Plata o plomo? The exit from special real estate funds

The exit for special real estate funds: If real estate markets do not fit the fund calendar, the planned exit strategy quickly turns into a sober weighing up between liquidation, extension – and the consequences.

Cases Real Estate

ArticleWeekly

Size – or structural consequence

It is becoming increasingly apparent that real estate funds are perceived as particularly viable institutionally in two forms in particular: as very large open-ended vehicles or as closed club structures.

Cases Real Estate Regulatory

ArticleCommentWeekly

Designed for today – an interim assessment for Office

AI makes office properties less plannable and CapEx has to be rethought. The current discussion about modern office real estate is often conducted as a CapEx question. This view now falls short.

Cases Markets Real Estate

ArticleCommentWeekly

Defense in Real Estate Special Funds – The Situation Report

Rising defense spending is driving demand for industrial and logistics real estate. But not every defense space is a fund product – location, exit and investor acceptance are decisive.

Cases Markets Real Estate

Real Estate

Real Estate weeklys

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