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OPINION

Gifford West/SusanGolden 2024
Alpine Tremont: A 2026 Agenda for US Credit Exposures for European Bank Boards
12 Feb 2026
Gifford West
Composite: Depositphotos.com, REFIRE
The Shrimp, the Pension Fund and the Billion-Euro Cavity
30 Dec 2025
Charles Kingston
Composite by REFIRE
The end of the illusion - Germany faces its long reckoning
11 Dec 2025
Charles Kingston
Nedomacki/Depositphotos.com
Germany still knows how to plan — but has it forgotten how to build?
10 Nov 2025
Charles Kingston
REFIRE
Why NAV discounts tell only half the story in German real estate stocks
6 Nov 2025
Charles Kingston
Composite by REFIRE
Asset rotation can't - and won’t - solve German real estate's structural break
8 Oct 2025
Charles Kingston
Composite: Babii, 8 Red Fish, REFIRE
The €10 band-aid: how Germany created a generation of financial dependents
23 Sep 2025
Charles Kingston
Hilda Weges/Depositphotos.com
Germany’s housing gridlock is blocking even modest fixes
4 Aug 2025
Charles Kingston
pandionhiatus3/Depositphotos.com
What German real estate needs now - more than ever - is governability
6 Jul 2025
Charles Kingston
urfingus/Depositphotos.com
Modular building awaits the green light to help tackle Germany’s housing shortage
6 Jun 2025
Charles Kingston

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