All Germany articles
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White papersThe break-up specialist the market needed
For a decade, portfolio transactions were considered the most efficient way to liquidate large German residential portfolios. Over that period, Max Seil proved the opposite – building the only German advisory platform capable of executing this alternative on an institutional scale, at institutional speed and with institutional governance standards.
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White papers2026 Europe - Student Housing, Sector Update
On the Continent, we have continued to observe strong performance of student housing assets. However, the latest academic year marked a material slowdown in operational performance for assets in the UK. Pricing in the sector has reflected changing fundamentals, as yields on the continent have remained stable or shown early signs of compression on a small number of markets, including Spain, Italy and Denmark.
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White papersNew real estate cycle: Why opportunities are opening up again for institutional investors
Interview with Wolfgang Kessler and Michael Kammerzell from Union Investment Institutional Property GmbH
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White papersDiscipline will determine success in today’s market
Real Asset Insight CEO Questionnaire with Annette Kröger
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Asset Manager NewsEdmond de Rothschild REIM launches German residential strategy with acquisition of Berlin portfolio
Edmond de Rothschild Real Estate Investment Management has completed the acquisition of a seed portfolio of residential assets in Berlin, marking the first investment under its new German Residential Alpha strategy. The transaction reinforces EdR REIM’s conviction around investing in supply constrained residential markets across Europe.
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White papersGermany: from crisis comes opportunity
The German economy has entered a phase of structural stagnation. Growth remained weak in 2025, following two consecutive years of recession. The export sector and industry as a whole are in crisis. The shift in fiscal policy at the beginning of the year, coupled with the relaxation of the debt brake rule, is expected to boost growth in 2026, but to what extent?
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White papersCross Asset Investment Strategy - December 2025
Topic of the month - Germany: from crisis comes opportunity
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People NewsRedevco Closes Second Loan Investment Providing a €67m Facility to Support 2 German Logistics Developments
London, 20 October 2025 – Redevco, one of Europe’s largest privately owned real estate managers, has completed its second loan investment, underscoring the growing momentum for its real estate debt business just six months after closing its debut deal. The €67 million loan will fund the acquisition and development of two Class A Mid-Box Logistics projects in Frankfurt and Karlsruhe, with a combined area of 63,000 sqm, by the Invesco Real Estate and Propel Industrial joint venture.
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People NewsGenerali Investments appoints Matthias Paetzel as new Head of Sales for Germany and Austria
Generali Investments announces the appointment of Matthias Paetzel as Head of Sales for Germany and Austria, effective July 1st, 2025. In this role, Paetzel will be responsible for the German and Austrian markets, with a strong focus on strengthening relationships with institutional and wholesale clients.
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White papersGermany cuts the debt brakes with defence spending set to soar
The market reaction to European military defence plans has been enormous, with more volatility expected in bond yields, curves, cross-market spreads and currencies.
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People NewsTom Herrschaft to Become New Head of Real Estate Management at GARBE Industrial Real Estate
GARBE Industrial Real Estate GmbH (“GARBE”), one of the leading developers, providers and managers of logistics and light industrial assets in Germany and elsewhere in Europe, is strengthening its executive team by appointing Tom Herrschaft as the new Head of Real Estate Management.
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Asset Manager NewsInvesco Real Estate acquires 412-bed central Berlin hotel for bespoke EUR1bn AUM institutional client from CA Immo
Invesco Real Estate, the USD85 billion global real estate investment business of Invesco Ltd. (NYSE: IVZ), has acquired the InterCity Hotel in central Berlin, a 412-room upper midscale hotel, on behalf of a German separate account client, administered by the Luxemburg fund services platform of Universal Investment Group. The hotel was sold by CA Immo.
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Asset Manager NewsInvesco Real Estate & Propel ONE to develop logistics facility near Frankfurt am Main
Invesco Real Estate, the global real estate investment business of Invesco Ltd. (NYSE: IVZ), has further increased its commitment to the European logistics sector with the acquisition of a plot in Langenselbold, close to Frankfurt am Main in Germany for the speculative development of a small-size logistics warehouse.
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White papersGerman Infrastructure: Catalyst for European High Yield?
We believe the new German government’s infrastructure plans have the potential to materially benefit the European high yield market.
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White papersGermany’s fiscal shift: A boost to Europe, but U.S. edge remains
Germany’s bold fiscal expansion has sparked optimism around Europe’s growth prospects and challenged the narrative of U.S. market dominance. Yet, structural constraints across the broader EU and renewed U.S. innovation leadership suggest America’s edge remains intact. While European momentum is building, U.S. exceptionalism continues to stand on stronger, more resilient ground.
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White papersEpochal Shift Sparks a Spike in German Bund Yields
In early March, exceptional market movements were observed as German 10-year Bund yields marked the largest weekly increase since the 1990s. This rare event coincided with Germany’s significant fiscal shift, including proposals for infrastructure fund and reforms to the debt brake. These measures, alongside geopolitical uncertainties and Europe’s response to the manufacturing crisis, have reshaped economic prospects. For investors, the rise in yields and widening credit spreads present compelling opportunities to extend duration and capitalize on attractive market conditions.
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People NewsMichael Marcinek to Become Next Head of Business Development at GARBE Industrial Real Estate
GARBE Industrial Real Estate GmbH (“GARBE Industrial”), one of the leading providers and managers of logistics, light industrial and technology assets in Germany and Europe, just reinforced its executive team by appointing Michael Marcinek as the new Head of Business Development.
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White papersGermany’s historic step to raise spending
“A realisation in Europe on the need to spend more on defence and infrastructure has created a positive sentiment, leading to the recent upside in the markets.”
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White papersGerman fiscal expansion – Whatever it takes!
On 4 March, Friedrich Merz, Germany’s chancellor-in-waiting, proposed a constitutional amendment that would pave the way for an extensive programme to boost defence spending and overhaul German infrastructure. By employing, in English, the phrase “whatever-it-takes”, Merz made sure there was no doubt about the scale of his intentions.
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White papersGermany’s Game-Changing Election
The country’s politics are getting a boost of uncharacteristic urgency from coming Chancellor Friedrich Merz, with even the constitutional “debt brake” up for grabs.
