CORESTATE PropBlog
is a communication platform from CORESTATE research and other teams. Our goal is to reflect on market trends and stories by deeply considering both the longer-term and structural trends as well as the cyclical developments. Doing so, we will not only try and entertain the reader but to deliver timely and opinion driven independent views of the market today and what’s lying ahead. The state of the future.
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PropBlog
#8 Why the invasion of Ukraine can lead to severe consequences for European property
The morning I learned about the appalling invasion of Ukraine was the beginning of the second day of our annual management strategy get together. Devastated, though not surprised, I realised the grave impact that the conflict has – on the geopolitical landscape, destroying 30+ years of efforts to sustain peace [...]
A matter of choice: How to get the super-mobile society into your office
Doing some end-of-the-year housekeeping on my computer, I stumbled across a 14-month old ‘almost finished’ blog post. It discusses the challenges that offices are facing, making suggestions to landlords and investors of how to protect against any such headwinds. As the content is still extremely relevant [...]
Private real estate debt – weathering storms and uncertainty
In continental Europe, private real estate debt is still an emerging market and remains far behind the UK, and particularly Asia and the US when it comes to the market share in real estate financing. This keeps changing though – and the experience made over the [...]
#5 Euro Champion 2021: The residential market
While the Euro 2020 is grabbing Europeans’ attention, investors remain enthusiastic concerning real estate. Demand for property remains high, particularly in the lower risk spectrum. Within the real estate universe, a strong contender for the investment cup emerged: the residential sector. 2021 might be the first [...]
#4 One chart to rule them all: Europe’s 21st century office cycles in hindsight
Putting 20 years and two-and-a-half property cycles across Europe into one chart? There are two good reasons to execute this analysis: We have just closed out the 20th year of the 21st century: time to reflect We are in the middle of a market easing phase, [...]
#3 Will Student Housing pass the COVID-19 test?
As discussed in a recent blog post, there are still many unknowns related to the COVID-19 pandemic and its impact on the global economy and society. This also extends to higher education and - linked to it - to purpose-built student accommodation (PBSA). Beyond the crisis [...]
#2 London Offices to be hit by a triple decker
Among Europe’s major office markets, the current environment seems particularly challenging for London, given its exposure to co-working and finance, as well as VC funding dependent start-ups. On top of this, still Brexit looms on the horizon. Landlords should be anticipating falling rents and investors should diversify [...]
#1 – COVID 19 – What we know and what we don’t know
The COVID-19 pandemic is the most impactful social, cultural and economic event in more than fifty years. Forecasts in this environment are highly difficult and complex. Because of the many unknowns, the chain of causality becomes less predictable the further one goes down the stream. To [...]
#0 Mission Statement
Real estate investment research needs to be fully placed in today’s challenging environment. This piece will lay out, why quantitative and qualitative research need to go hand-in-hand. It will be the basis for CORESTATE’s PropBlog – The state of the future. Three months ago, I would [...]
Research
Private Debt und Immobilienfinanzierungen – eine gewinnende Anlageklasse in unsicheren Zeiten – 2021
CORESTATE Capitals detaillierte Grundlagen-Studie rund um die Assetklasse Stadtquartiere – 2021
The Living Circle – A Case for Micro Living Real Estate Investments in Europe – 2020
COVID-19 and
the Market – 2020
Trends & Opportunities in
spanish Real Estate – 2020
Walking the
talk on ESG – 2020
Special Edition –
2019
Opportunitäten in einem
angespannten Marktumfeld – 2019
Goldenes Jahresende
für die Realwirtschaft – 2018
