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Insights · Real Estate Policy

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  1. Berlin’s housing policy, including proposed property socialization and strict rent controls, is suppressing new construction. This is exacerbating the housing shortage and driving up new lease prices.

    Impact: The policy is creating a structural imbalance in the Berlin housing market, with new rents significantly higher than existing rents. This could lead to further investor withdrawal and reduced supply.

    — from AI Regulation, Bond Yields, and Dangote IPO · Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT· Sep 15, 2026