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Re:sustain: Poor real estate energy performance affects European pension funds

Mon, 20 Apr 2026 09:10:12 +0200

New research by re:sustain highlights the challenges for European pension fund managers due to investment in buildings with poor energy efficiency. Re:sustain surveyed 80 European pension fund managers that invest in commercial real estate in the UK, Germany, France, Netherlands, Spain and Italy.

Re:sustain: European real estate market faces enery efficiency problem

Wed, 01 Apr 2026 09:13:50 +0200

New research by re:sustain highlights the magnitude of the problem faced by European real estate institutional investors. Re:sustain surveyed 200 European real estate institutional asset managers in the UK, Germany, France, Netherlands, Spain and Italy.

Empira Group: The 'Green Value Gap' in German residential real estate

Wed, 01 Apr 2026 09:08:48 +0200

Empira Group has published a new research study on the economic implications of the energy transition in the German residential real estate market. Titled 'The Green Value Gap,' the study analyses under which conditions so-called Transition-to-Green (T2G) strategies create value – and where risks for investors arise.

AEW (Natixis IM): Europese huizenmarkt blijft naar verwachting veerkrachtig

Fri, 27 Mar 2026 16:17:07 +0100

De vooruitzichten voor de Europese huizenmarkt zijn positief, ondanks verhoogde geopolitieke risico’s. Redelijk stabiele hypotheekrentes en een herstel in kredietverlening hebben het afgelopen jaar bijgedragen aan het aantrekken van de huizenprijzen.

IVBN: Mid-range rentals, the social key to our housing sector

Fri, 13 Mar 2026 10:52:15 +0100

_{This column was originally written in Dutch. This is an English translation.}

Mid-range rentals are not a luxury, but a necessity. This segment represents affordable housing, forms a crucial link for mobility, and above all provides housing for people with middle incomes. This is especially true for key workers, the vital professional groups that keep our society running.

By Judith Norbart, Director, IVBN

Re:sustain: Poor energy performance hits European commercial real estate values

Wed, 04 Mar 2026 11:45:57 +0100

New research reveals 76% of European institutional investors with stranded commercial real estate assets – buildings experiencing reduced capital value, leasing or future liquidity due to poor energy performance – have seen their value decline by between 20% and 40% over the past three years.

Natixis IM: Europese retailparken en winkelcentra zijn terug

Tue, 24 Feb 2026 14:43:12 +0100

In zijn nieuwste onderzoeksrapport analyseert AEW, onderdeel van Natixis Investment Managers, de vooruitzichten voor de Europese retailvastgoedmarkt.

PGIM: 2026 wordt topjaar nieuwe vastgoedcyclus

Fri, 06 Feb 2026 15:32:56 +0100

2026 belooft een van de beste 'vintages' te worden van de nieuwe vastgoedcyclus, nu de prijzen in de meeste markten geheel of bijna zijn uitgebodemd, aldus Greg Kane van PGIM, 's werelds op twee na grootste vastgoedbelegger.

Vastgoedinvesteerders: Ambities coalitie boterzacht door beperkte middelen

Tue, 03 Feb 2026 10:48:07 +0100

De vijf strategische woonpartners: Aedes, IVBN, NEPROM, Platform Professioneel Vastgoed en Vastgoed Belang – maken zich grote zorgen over de manier waarop het investeringsklimaat van de woningmarkt wordt behandeld in het nieuwe coalitieakkoord. Zonder middelen blijven de mooie woorden een lege huls.

IVBN: Maak ruimte voor structurele investeringen in de woningbouw

Fri, 30 Jan 2026 16:34:19 +0100

Wim Wensing, voorzitter IVBN:

Payden & Rygel: US real estate - 30-year fixed mortgage rate versus home sales

Mon, 19 Jan 2026 11:17:48 +0100

Last week, the national average 30-year fixed mortgage rate fell to its lowest level since September 2022

IVBN: Calm in politics, dynamism in the country

Thu, 15 Jan 2026 10:01:15 +0100

_{This column was originally written in Dutch. This is an English translation.}

Speed and stability are key words in the formation of the cabinet. This offers opportunities: the calm of a stable cabinet provides scope to look beyond numbers and work on solutions that will structurally improve the housing market.

By Judith Norbart, Director, IVBN

Harry Geels: Trump, too, wants to solve the housing crisis with market interventions

Wed, 14 Jan 2026 08:41:33 +0100

_{This column was originally written in Dutch. This is an English translation.}

By Harry Geels

Last week, President Donald Trump announced two striking interventions that make it clear that he is not a free-market thinker, but a mercantilist administrator who intervenes on a large scale. This time, he wants to stimulate the housing market with his interventions, with counterproductive results, incidentally.

Frans Verhaar: Real estate is back in the black — or is it?

Wed, 07 Jan 2026 08:23:53 +0100

_{This column was originally written in Dutch. This is an English translation.}

By Frans Verhaar, Managing Director, Head of Continental Europe at bfinance

It seems that the real estate market is back in the black. After years of turbulence, in which illiquidity, valuation pressure, and revaluations dominated the headlines, the figures are suddenly looking more positive again. But before we pop the champagne, a fundamental question arises: what does this “recovery” actually mean? And for whom?

IVBN: Brussel zet deur open voor meer betaalbare huurwoningen

Wed, 17 Dec 2025 10:05:49 +0100

Gisteren besloot Brussel om staatssteun voor middenhuur mogelijk te maken voor alle marktpartijen.

Maarten van der Spek: Why smart property investors rarely engage in development

Tue, 16 Dec 2025 12:07:41 +0100

_{This column was originally written in Dutch. This is an English translation.}

By Maarten van der Spek, Spek Advisory & Adjunct Professor Real Estate TIAS Business School

Does property development really deliver higher returns, or do we overestimate its potential? New research shows that property development generates only a limited incremental return, while being far riskier than simply investing in property.

Brancheorganisaties: Zonder beter investeringsklimaat blijft er een woningtekort

Thu, 11 Dec 2025 09:26:33 +0100

In reactie op de agenda die de informateur en de fracties van D66 en CDA aan de Tweede Kamer hebben aangeboden en opvolgend op de eerder geluide noodklok, presenteren vijf strategische woonpartners (Aedes, IVBN, NEPROM, Professioneel Platform Vastgoed en Vastgoed Belang) een concreet maatregelenpakket om het investeringsklimaat op de woningmarkt snel te verbeteren.

L&G: Platforminvesteringen bieden spreiding en hogere rendementskansen

Fri, 05 Dec 2025 15:11:20 +0100

Platforminvesteringen zijn een sterke troef binnen bredere institutionele vastgoedportefeuilles. Dat constateren Robin Martin, Global Head of Investment Strategy and Research, en Bill Page, hoofd vastgoedonderzoek binnen het Private Markets-team van de vermogensbeheertak van L&G.

PGIM: Vastgoed-outlook 2026: Hogere rendementen en meer transacties

Thu, 04 Dec 2025 12:39:09 +0100

De totale rendementen in Europa lijken in 2026 verder te verbeteren, terwijl het transactievolume bijna zal verdubbelen. Dat voorspelt Greg Kane, Head of European Investment Research van PGIM’s vastgoedtak, die een 'breed palet aan investeringskansen' ziet.

Position of real estate debt in the portfolio (Roundtable 'Real Estate Debt' – part 3)

Fri, 28 Nov 2025 10:41:29 +0100

^{This report was originally written in Dutch. This is an English translation.}

In part 3 of this roundtable discussion, the experts discuss where real estate debt belongs in a diversified portfolio, how it relates to infrastructure debt and private credit, what ESG responsibilities lenders have, and where the greatest opportunities lie. The increasing role of AI is also discussed.

By Hans Amesz

Real estate debt: different levels of diversification (Roundtable 'Real Estate Debt' – part 2)

Fri, 28 Nov 2025 10:41:29 +0100

^{This report was originally written in Dutch. This is an English translation.}

In part 2 of this roundtable discussion, the experts discuss how regulation is changing the behaviour of banks, why private lenders are gaining ground, and how diversification, deal structures and mezzanine financing can radically reshape the capital structure of real estate loans. The rise of back leverage is also discussed.

By Hans Amesz

Invesco: Entering real estate debt pays off for insurers

Wed, 26 Nov 2025 06:01:18 +0100

Banks are scaling back their role in real estate financing, and insurers are well placed to fill that gap. Private real estate debt can offer stable income streams and align closely with long-term liabilities.

By Andrew Gordon, Head of European Real Estate Debt, Invesco

Real estate debt: a growing market in motion (Roundtable 'Real Estate Debt – part 1)

Fri, 28 Nov 2025 10:41:24 +0100

^{This report was originally written in Dutch. This is an English translation.}

Real estate debt is gaining ground as banks retreat and private lenders step in. In part 1 of this roundtable discussion, six experts discuss market size, transparency issues and the reasons why institutional investors are finding this asset class increasingly attractive.

By Hans Amesz

AEW: Prime yields in vastgoed dalen komende vijf jaar met nog eens 30 basispunten

Wed, 19 Nov 2025 14:57:15 +0100

Europees vastgoed zit in de lift. De liquiditeit in de markt is terug en de aanvangsrendementen (prime yield) dalen. Dat blijkt uit de European Annual Outlook 2026 van AEW, de vastgoedbeleggingstak van vermogensbeheerder Natixis IM.

Judith Norbart: Our living environment requires more than just plus points

Wed, 19 Nov 2025 10:01:22 +0100

^{This column was originally written in Dutch. This is an English translation.}

A 1.3% increase in purchasing power sounds positive, but it is meaningless if shops disappear, housing remains scarce and sustainable offices are not built. The 2026 Budget Memorandum offers some incentives, but structural choices are lacking, even though these sectors are essential for future-proof living environments.

By Judith Norbart, Director, IVBN