Propblog
Opinions, trends and analysis
For us, research means constantly monitoring and reassessing trends in the real estate market. Market reports and rankings convey the facts. Success also comes from the information between the lines and the intuition to turn opinions into the essential content for a decision at the right moment.
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#03 A look behind the crisis scenes
There are currently more and more reports in the German press about an impending crisis on the German property market. But wait a minute: weren't we already back in the recovery phase?
#02 Retail-Renaissance
There is a coherent chain of reasoning why high-street retail in small and medium-sized cities is likely to experience a renaissance and outperform the large metropolises. This would be the reversal of a 25-year trend.
As with the decline of this market segment, structural developments, especially demographics, migration and new work, are the basis of this thesis. A promising investment strategy can therefore be to focus on high-street units in small and medium-sized cities - especially if one does not buy individual buildings in small sections, but successively entire streets. Admittedly, this can be a lengthy and laborious process due to the small-scale ownership structure.
#01 Ladies and Gentlemen, restart your Engines!
Last year, the year-end rally failed to materialize. Instead, the Real Estate Grand Prix was brought to a halt by a massive storm. The storm of geopolitical crisis and interest rate shock made for decidedly adverse conditions, causing some drivers to crash or run off the road, while others rallied behind the safety car or drove into the pit lane altogether. The storm is now largely over. The roads are clear again, although still very wet. Those who are now in the race with a full tank of gas, the right tires and the right strategy can drive home a lot of points for their team.
#00 Mission Statement
Over the past ten years, the world and the way and place we use real estate has changed rapidly and sustainably. This reality must be reflected in real estate investment strategies, and modern research is a fundamental element in being able to classify opportunities and risks. Quantitative approaches and qualitative approaches must be intertwined.Only this symbiosis can provide a holistic view and outlook on the market. It is the basis and promise of the Lübke Kelber PropBlog - State and Future. Welcome.