NEW Germany 2026 market outlook — read the briefing →

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Germany.

All briefings on Germany real estate.

Germany deep dive

Germany 2026: Navigating the Structural Supply Deficit

The German residential deficit is no longer cyclical — it is structural. We read 2026 as a capital-selection year, with prime rents in the Big 7 pricing 5% higher and a refinancing gap opening €8.5 billion of room for equity providers.

19 Jan 2026 Read

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Market notes from our desk —
monthly.

Short, sharp briefings on European real-estate equity flows, Basel IV, and deal structure. No fluff.

i Capital flows and equity structure across Germany, UK, France, Spain, Luxembourg.
ii Regulatory notes — Basel IV, CSRD, SFDR — what actually matters to deal structure.
iii Select case notes from our ready-to-build pipeline.

Ships month-end ~8 min read

ISSUE 18 · APR 2026

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“Why the German residential stack is re-pricing — and which ready-to-build windows close first.”

Partner note Capital structure