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NEW Germany 2026 market outlook — read the briefing →

M24 Sunshine
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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

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