SICORE at EXPO REAL 2026

Investment specialists discuss current developments in Europe's real estate investment markets and show where the new market cycle is opening up opportunities for investors.

Affordable housing was long regarded as a task for the public sector and for public-benefit housing providers. Yet institutional investors keep discovering the segment: between ESG obligations, cash flow stabilization, impact investing and portfolio diversification, the incentives appear to be there. What does that mean for the quality, the durability and the social precision of affordable housing? Can this part of public service provision become an investable asset, and if so, on what conditions? The panel discusses opportunities, conflicting objectives and prospects.

The office market is recovering. But by no means every office is taking part in that recovery. Rising prime rents and the first signs of renewed activity are set against growing vacancies, changing occupier requirements and a considerable need for modernization.

The decisive question is therefore no longer whether the office has a future, but which buildings, locations and concepts can still hold their own under changed economic, technical and environmental requirements.

The panel puts three questions at its center: Which spaces will be in demand in the future? Where is investment in existing stock worthwhile? And what happens to the buildings for which modernization alone is no longer a viable answer?

In doing so, the panel takes up a question that currently shapes key decisions for occupiers, owners, investors and financiers: rent, modernize, finance, buy or repurpose?

The transaction figures are clear: the logistics investment market is working solidly, but it is not producing records and continues to lag the ten-year average. Slightly higher prime yields of late fit that picture. Still, the question has to be allowed: is that a problem at all? Where does the market stand in 2026 and where is it heading in 2027? And where can attractive opportunities be found, regardless of records and quarterly figures?