Melanie Ploch

🚨 Breaking News: ECB to tighten the screws on German banks 🚨 The ECB is set to demand higher provisions for potential defaults in the CRE sector from several German banks to tackle increased risks. 🏦🏢 Focus: Banks with large commercial real estate portfolios, like Deutsche Pfandbriefbank and some Landesbanken, are under scrutiny. 📊🏗️ Impact: Higher provisions will affect profitability this year. Eleven major German banks already set aside over €2.5 billion for CRE loans in 2023. 💰📉 Concerns: ECB worries some banks haven't reserved enough to cover falling property values and criticizes their risk management. ⚠️🏚️ Resistance: Some banks argue against the ECB's approach and have managed to negotiate lower required provisions. 🤝🗣️ ➡ Challenging times ahead for German Banks with large CRE exposure especially office 🏙️ sector, substantially hit by structural changes (#WorkFromHome). #Banking #Finance #ECB #CommercialRealEstate #RiskManagement https://lnkd.in/gK5uCKVg

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Today on-site Frankfurt/Eschborn 🚩 with our strategic #WPM Integrated FM customer. What did we learn 8 weeks after go-live? Yannic Bülow and Olav Willemsen thx for the invite! Our key learnings: Communication is key. Focus 2gether on basics first. Perform. Set impulses as strategic IFM partners in both directions. Soenke Bradtmoeller great discussions, highly appreciated. Work 2gether on real WPM showcases: think out of the box and connect smart people & solutions. Prepare for future challenges in this market. “Liebe zum Detail!” Own and drive joined #transformation in the partnership & connect on talents. Ralph Zwilling great operational excellence solutions.

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Q&A Part 2 - Berlin Real Estate Congress✨🏢 Investors are curious about Berlin's evolving housing market and Skjerven Group GmbH is ready to address their key questions. 🏙️ 🌟 How are recent political changes inflicting property investments in Berlin? 🌟 What new regulations should investors be aware of? 🌟 How do these changes impact rental yields and property values? Understanding Berlin’s housing market is crucial in these times of transformation. Let’s explore these questions together and discover how you can navigate this dynamic landscape successfully. 🌆 Join us for expert insights and stay tuned with Skjerven Group. Einar Skjerven #BerlinRealEstate #InvestmentInsights #SkjervenGroup #HousingMarket #BerlinrealestateCongress #berlinerimmobilienkongress

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Strong performance through turbulent times Shopping centers have proven to be a resilient and attractive investment: tenant sales and NOI grow across the portfolio, occupancy rate and occupancy cost ratio are at pre-corona level and better. On an ECE panel discussion about investment opportunities in retail real estate, Volker Kraft discussed the opportunities in the current market environment together with Klaus Severin Schöttmer, Managing Director Special Property Finance, Aareal Bank AG and Henrike Waldburg, FRICS, Member of the Board Union Investment Real Estate GmbH. "In recent years, we've seen a strong return of customers to brick-and-mortar retail, leading to significant sales and rental growth in our portfolio," explained Volker Kraft. “There are exciting years ahead for shopping centers, that are currently valued at historically low levels and the market provides for a growing pipeline of attractive assets for sale. We are exploring market opportunities with anchor investors and new candidates. We have some highly interesting vintage years ahead of us”. We are looking forward to the ECE Real Estate Partners Investors Day in Berlin at the end of June, to which we invite all investors in our private funds to an annual meeting. Stay tuned! #ecerep #investorsday #investment #markets #future

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📰 #NEWS: #Brookfield and #GARBE to Recapitalize Standing Assets #Logistics Portfolio in #Germany and #Austria Brookfield, through its real estate solutions strategy, has acquired a majority interest in a portfolio of seven industrial logistics assets owned by GARBE Industrial Real Estate. In addition, they will form a joint venture with GARBE to invest over €100 million of equity in value-add pipeline opportunities in select European markets. Terms of the transaction were not disclosed. The 150,000 sqm standing asset portfolio consists of high-quality, newbuild distribution warehouses, with six assets located in Germany and one in Austria. GARBE will continue to own a relevant interest in this portfolio. The development joint venture will be seeded by two sites in Germany, which are currently owned by GARBE who will continue to manage both the standing and development assets. 🗨️ Christopher Garbe (private account), Managing Partner, GARBE Industrial Real Estate, said: "We are delighted to partner up with Brookfield. This prestigious joint venture will strengthen our equity base for additional growth especially of our pan-European development activities. It will also help us to benefit from future progress in the market.” 👉 Read more: https://ow.ly/rTUT50Strm5

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Our new Head of DACH Johannes Gruss interviewing with React News about, among others things, the enhanced ability of JLL's nascent investment banking team to provide corporate-level real estate advisory services to clients. Combining asset and submarket knowledge of our Capital Markets teams with traditional IB structuring knowledge and investor relationships generates a broad and deep suite of product expertise unrivaled by both traditional banks and RE brokers on a standalone basis. ___________________________________________________________________________________ Why should companies with capital market ambitions turn to a real estate consultancy such as JLL instead of a renowned investment bank? JLL offers a special quality of advice because JLL has access to hundreds of sector experts as well as global portfolio and asset data through its brokerage and investment business. We can tell our clients and investors instantaneously what the strengths of their portfolio are, where the pitfalls lie and at what values comparable properties are going off the table. We have a much more detailed property expertise as an investment bank, especially when it comes to more unconventional investment segments. Finally, we also have an excellent global access to private capital thanks to our close dialogue with investors like insurers, pension funds or private equity managers.

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What is on the mind of real estate leaders in Europe right now? PATRIZIA CEO Asset Management and Development European Real Estate, Amal del Monaco, got a good idea of the current mood in the sector from her attendance at last week's Urban Land Institute Europe Conference 2024, and has shared several takeaways in an article on our Real Insights hub: https://lnkd.in/erWFXw3s #PATRIZIA #RealEstate #Investment #Networking #Geopolitics #ESG #RealInsights

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Architecture Matters 2024 Focus Session Deep Dive: Capital Markets - Stranded assets and fair distribution of transformation costs with Clarissa Alfrink, UNStudio and Jens Boehnlein MRICS, Commerz Real AG How do we calculate the future value of property? What characteristics do projects need to secure financing in the future? Do we need to develop new financing methods for housing alongside existing ones? Stranded assets: To what standards do we refurbish or rebuild? Who bears what costs, and how do we share them fairly? Do the funding programmes match the investment objectives? What and where are investments currently being made, and where are the growth markets? #architecturematters2024 #architecturematters #conference #architecture #realestate #focussession #capitalmarkets #assets #distribution #finance #ClarissaAlfrink #UNStudio #JensBöhnlein #CommerzReal Nadin Heinich, plan A – consultancy and business networks

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5th Real Estate Investment Day in Frankfurt! This year’s Real Estate Investment Day took place in Frankfurt am Main as investment and fund managers joined industry consultants and fund initiators from the property sector to talk about current developments worldwide. Healthcare Real Estate was high on the agenda and our Managing Director Berthold Becker participated in the prominent panel debate. The hybrid session was well received with 200 c-level executives in the room. 🎙️Together with Ron van Bloois, Co-Founder / Chair Senior Housing & Healthcare Association, Associate Professor at Amsterdam School of Real Estate (ASRE), and CEO of MI, they discussed the potential of the German and Pan-European healthcare property sector. Two important derivations from the discussion: - The Healthcare Real Estate sector provides great fundamentals and opportunities ahead and hence, it highly deserves a positive impetus again in order to restore confidence on the capital market. - To understand Healthcare Real Estate it is immanently important to understand in details of the underlying business of the tenants and operators. Hence, Healthcare Real Estate requires specialized expertise and know-how. #TSC #event #realestate #investment #frankfurt

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The German Living market is hot topic of discussion and a hugely dynamic market at present. This is a useful report to understand the market in more detail. We are certainly starting to see momentum in the market and several interesting opportunities. Julia Martin Mason Gillard-Ellis, CFA Alex Buller #multifamily #jllcapitalmarkets

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We are once again rethinking the #construction and #realestate industry together with you: on September 19, 2024, we are co-hosting the exclusive “Rethink Real Estate 2024” event in Munich together with our partners real PACE and BitStone Capital.   The edition 3.0 has a special focus on #efficiency. Together with our guests we will: - take a look at the current operational relevance of disruptive #technologies such as #AI and #robotics - evaluate the opportunities that these solutions offer in terms of the challenges facing our industry, such as the #shortage of skilled workers in the skilled trades or the #energy and #heatingtransition in the real estate industry. We look forward to exciting, inspiring ideas from a wide range of areas on the topics mentioned, but above all to discussing them with you.   ❗️ As in the past, "Rethink Real Estate" is not an event open to the public; participation can be requested by registering on our website: https://lnkd.in/dbPAS5Qt Please note, the event will be mostly in German language. #RethinkRealEstate #RealyzeVentures #VC

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“How do timber (hybrid) buildings fit into ESG compliant investments?” It was a pleasure to discuss this question yesterday at Future Real Estate - Timber Construction together with Dr. Christine Lemaitre, Bernhard Egert, Karen Weber and Klaus Hoffmann. My key insights and take-aways: 🔝Understanding the carbon sink potential of timber buildings enables the step change from net-zero carbon to climate-positive buildings. 🔜Whole life carbon assessments are prerequisite, but the calculation methods need revision to reflect that timber constructions are not (by default) burned nor composted at the end of the 50year life cycle. 💤 The EU Taxonomy does not credit timber construction in terms of embodied carbon, circularity and furthermore continues to lack WLC targets 🚀The timber- and timber construction industries are on their way to team up and increase supply-chain capabilities, more efforts ahead, secured by growing demand from developers, investors, financing and (corporate) tenants. Heuer Dialog GmbH Bundesverband Deutscher Fertigbau e.V.

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Finanzwelt - Berlin’s housing market shows promising signs of improvement day by day, a trend noticed by both real estate agents and investment managers operating in the city. According to Einar Skjerven, Managing Director of Skjerven Group, who have been active in Berlin for 18 years and have overseen property transactions worth two billion euros since 2008, the market dynamics are driven by steadily increasing rental prices and declining purchase prices. To read the full article go to https://lnkd.in/d4xtbewr #skjervengroup #skjervengrouprealestate #finanzwelt #berlinerwohnungsmarkt

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🏙️ Einar Skjerven discusses: Berlin as a renters’ city and its regulations. Are we seeing a chance for change? What do you think? Berlin has long been known as a city of renters, with unique regulations shaping its housing market. Join the conversation and share your thoughts below! 👇 #BerlinHousing #RentersCity #UrbanRegulation #EinarSkjerven #HousingMarket #BerlinLife #CityLiving #Regulations #HousingCrisis #UrbanChange

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We are thrilled to share this Career Seminar hosted by Equitable one of our esteemed partners, dedicated to helping you take the next step in your professional journey. This event is a wonderful opportunity to connect with industry professionals, gain valuable insights into the financial services industry, and expand your network. Make your mark today by registering for this event. #equitable #financialservices #realestate #careerchange #SIE #careersuccess #molloymeansbusiness #molloybusiness Theresa Baldasare

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It’s a wrap: Over 400 participants gathered to collectively shape the future of #manufacturing - at our New Manufacturing World powered by Drees & Sommer!   Over the past two days, we delved into exciting #insights, engaged in #networking, participated in profound #discussions, and found #inspiration. Our primary aim was to foster #industry #connectivity and ignite #inspiration. This led to the exchange of visions and developments, the establishment of foundational #partnerships, and the cultivation of a shared #mindset: "Let's dare to dream and bring visions to life."   The event highlighted the profound transformation underway in our century, underscoring the urgency of investing in our future to sustain #resilience and #competitiveness in the long term. Above all, the discussions emphasized the significance of leveraging synergies and forging partnerships.   I am immensely proud of our team at Drees & Sommer for organizing such a transformative event. The #enthusiasm and #expertise demonstrated by all participants reaffirm our #commitment to driving innovation and #shapingthefuture of #production.   A heartfelt thank you to everyone who contributed to making the New Manufacturing World a resounding success.   One thing is clear: This calls for a sequel 😉 #NMW #NMW2024 #NewManufacturingWorld #automotive #industry #sustainable #secure #digital #futureproofed #flexible ©Foto: Maximilian Schwarz

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