• The economic recovery should gain greater traction from the second quarter of 2021 onward, thereby ensuring GDP growth of 3.1% for the full year. Monetary policy remains on an ultra-expansive course.
  • Germany remains a safe haven, which has also held true during the Corona year of 2020 that closed with the second best investment result ever. Abundant liquidity will ensure yields soften further in 2021.
  • Demand for high quality, wholesome and technically enabled space is keeping prime rents on an upward trajectory. Companies are preparing a return to the office with agile workplace strategies.
  • The process of change in the retail business has been accelerated by the Corona pandemic. Along with negative effects, the crisis also offers opportunities that need to be seized.
  • e-commerce and growing demand from the industrial sector that is staging a recovery continues to underpin strong momentum in the logistics market. Repositioning potential for brownfield developments.
  • The hotel market that has been hard hit by closures due to the pandemic is benefiting from its traditionally high share in domestic travellers, which suggests a quick rebound.
  • Regions outside integrated suburban areas of the metropolises are becoming increasingly desirable as locations to live in and are heightening investor interest in properties on the fringe of the metropolises and in large cities below the top tier.
  • The defensive nature of the healthcare and social real estate asset class is eliciting the growing interest of investors, also thanks to progress made with professionalization and greater market transparency.
  • The advance of digitalisation, coupled with the Corona pandemic, is upping need for computing capacity and increasingly putting data centers as an alternative asset class on investors’ radar.
  • The European Union aims to be climate neutral by 2050. The real estate industry is viewed as key to achieve the zero emission target.