@Steffen Schaack, Denis Melcher, and I have had numerous meetings in Cannes. What struck me most was how pragmatic the discussions about the current market situation were.
The overall mood struck me as particularly constructive. Investors are raising capital, interest rates are providing a bit more planning certainty, and the price expectations of buyers and sellers are beginning to converge again. At the same time, the focus remains clearly on stable Cashflows and resilient business models.
What’s particularly interesting here aren’t the largest asset classes by market volume, but rather the fast-growing subsegments of the Commercial Real Estate market—including hotels and business parks.
In an on-site interview, I discussed precisely these topics: the current market sentiment, the role of international investors in Germany, and which segments are becoming particularly relevant in this environment.
