February 13, 2025
Germany’s residential real estate market shows resilience despite geopolitical and economic challenges. Strong tenant demand, driven by urban migration and a preference for renting, combined with limited housing supply due to construction and financing constraints, creates strong rental growth exceeding European averages Investors should capitalize on these strong fundamentals and explore opportunities in this resilient market.
Learn more in our latest publication.
The Outlook for Listed Real Estate
With moderating central bank rates and stable long-term yields, we see a bright future for listed real estate. With potential for positive earnings revisions similar to one of the strongest periods in recent history, we anticipate solid returns and outperformance for the listed real estate sector in 2025.
The Infrastructure of AI: Power Needs
In our recent webcast, experts from AES Clean Energy and CBRE IM discussed the rising power demands of data centers due to AI. They emphasized the need for renewable energy, potential nuclear options and innovative solutions to meet future needs. We also covered data center power requirements, investment opportunities and the importance of reliable partnerships.
The U.S. depends on Canadian crude oil for its distinct refinery needs, with Canada providing 60% of U.S. imports in 2024. Recent tariffs have increased prices, raising concerns about potential fuel shortages and higher costs. It is crucial to maintain stable trade relations.
