Market PerspectiveQ1 2026
Residential Resilience in a Higher-Rate World
Why DACH residential continues to outperform as a defensive asset class — and where the real alpha is hiding.
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Research notes, market commentary, and frameworks from the Muster Capital team.
Why DACH residential continues to outperform as a defensive asset class — and where the real alpha is hiding.
Energy-efficient refurbishment is no longer a cost center. We unpack how ESG standards are driving NOI growth.
Quality of life, demographics, and infrastructure — the variables that matter more than the property itself.
How disciplined repositioning turned a legacy stock portfolio into an institutional-grade residential asset.
Short-term trading rarely pays in housing. A note on time horizons, holding periods, and compounding.
Structural undersupply, demographic tailwinds, and the long road ahead — a framework for the next decade.
We're always open to a conversation with investors, operators, and peers who share our long-term view.
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