Joachim „Jochen“ Rabe

VC-Markt im DACH-Raum: So sieht die "neue Normalität" aus https://buff.ly/45vkOpn The VC market in the DACH region reflects the changing landscape of the "new normal." Companies are focusing on online presence, e-commerce strategies, cloud technologies, and data analytics for decision-making. Cybersecurity investments have increased, and remote work setups are crucial for business continuity. Adaptability and resilience are shaping the current VC market in the DACH region. #VCtrends #DACHregion.

1

No doubt about it - the property Bullmarket in Germany is back ! While rents rise between 20 and 25% in Berlin, prices for flats are now moving as well again in the right direction . Prices plus 1,2% mom , plus 4% since the beginning of the year . The typical answer of a real estate agent in Berlin in these days is when you ask for renting a flat is - rent ? The days of renting are over , no offers you have to buy a flat . As many times predicted - the years of double digit yields ( tax free after 10 years ) are back - highly likely you will double your investment in Berlin in 5 years - leveraged with just 25-% equity you will highly likely quintuple your investment in 5 years , as the tenant pays the interest for your investment.

1

Last week my co-founder David Zwilling spoke with Immobilien Zeitung about the green transition #realestate and how startups and traditional businesses can master this challenge together. 🏡 ☘ 🤝 Check out his interview to learn more about it and get a look behind the challenge driving our work at STYX! #styx #proptech #realestate

37

We are getting closer to a funding journey for startups in Bavaria, covering everything from idea to scaleup 🥳 Want to learn more about how TUM supports early-stage startups with their first funding? Follow the 🧢

6

1 Kommentar

🇩🇪 𝗛𝗼𝘄 𝘁𝗼 𝗦𝗼𝗹𝘃𝗲 𝗚𝗲𝗿𝗺𝗮𝗻𝘆’𝘀 𝗙𝗲𝗱𝗲𝗿𝗮𝗹 𝗕𝘂𝗱𝗴𝗲𝘁 𝗦𝘁𝗿𝘂𝗴𝗴𝗹𝗲? 💶   At first glance, it is striking that the total sum of Germany’s special funds (€ 969 billion) is 𝗮𝗹𝗺𝗼𝘀𝘁 𝘁𝘄𝗶𝗰𝗲 this year’s federal budget (€ 477 billion). Most of the special fund’s volume is loan-financed: In other words, 𝗱𝗲𝗯𝘁 (€ 780 billion) instead of equity (€ 89 billion).   𝗖𝗗𝗨/𝗖𝗦𝗨 & 𝘁𝗵𝗲 𝗔𝗰𝘁𝘂𝗮𝗹 𝗢𝗿𝗶𝗴𝗶𝗻𝗮𝗹 𝗦𝗶𝗻   Although the traffic light coalition must face the political consequences of the excessive special funds use now, it was the CDU/CSU in the 1950s who committed the actual original sin. 21 of the currently still active 29 special funds (72%) have been passed by a CDU/CSU-led government. More than a third originates from the 𝗔𝗻𝗴𝗲𝗹𝗮 𝗠𝗲𝗿𝗸𝗲𝗹 𝗲𝗿𝗮.   𝗖𝗼𝗻𝘀𝗲𝗾𝘂𝗲𝗻𝗰𝗲𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗙𝗲𝗱𝗲𝗿𝗮𝗹 𝗖𝗼𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗼𝘂𝗿𝘁 𝗥𝘂𝗹𝗶𝗻𝗴   The improper use of not fully utilized funds from the COVID-19 pandemic prompted the CDU/CSU Fraktion to file a constitutional suit: With success. From November 15, 2023, the federal government attempts to close the fiscal gap resulting by the ruling of the Federal Constitutional Court. As of now, there are two options for the use of special funds left. The first option is to get a 𝘁𝘄𝗼-𝘁𝗵𝗶𝗿𝗱𝘀 𝗺𝗮𝗷𝗼𝗿𝗶𝘁𝘆 𝘃𝗼𝘁𝗲 in the Deutscher Bundestag, which has already worked with the 'Sondervermögen Bundeswehr'. The second option is to exclusively use the 𝘆𝗶𝗲𝗹𝗱𝘀 𝗼𝗻 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 from existing or new specials funds. As an example, the 'Sondervermögen Generationenkapital' can be mentioned here.   In a nutshell, the use of special funds has become much more challenging and makes other options more likely. Over the next few weeks, PIVOT Regulatory will continue analyzing several options on a case-by-case basis in terms of 𝗲𝗰𝗼𝗻𝗼𝗺𝗶𝗰 𝘃𝗶𝗮𝗯𝗶𝗹𝗶𝘁𝘆 and 𝗽𝗼𝗹𝗶𝘁𝗶𝗰𝗮𝗹 𝗳𝗲𝗮𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝘆 how Germany can adopt a compliant fiscal budget in 2025. Stay tuned!   #germany #fiscal #federalbudget #publicfinance #ministryoffinance #economics #politics #finance

20

𝗚𝗲𝗿𝗺𝗮𝗻𝘆'𝘀 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗖𝗿𝗶𝘀𝗶𝘀: 𝗛𝗶𝗴𝗵 𝗦𝘁𝗮𝗸𝗲��, 𝗛𝗶𝗴𝗵 𝗥𝗮𝘁𝗲𝘀, 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗙𝗼𝗿𝗲𝗶𝗴𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗘𝘅𝗼𝗱𝘂𝘀 Hey CEOs, Germany's property crisis is deepening. Foreign investments are drying up. High interest rates and economic uncertainty are scaring away investors. Just last year, foreign buyers accounted for 37% of German commercial property transactions. Now? Only 35% in Q1. 𝗪𝗵𝗮𝘁’𝘀 𝗱𝗿𝗶𝘃𝗶𝗻𝗴 𝘁𝗵𝗶𝘀? ➡️ High inflation. ➡️ Recession fears. ➡️ Structural issues. Yes, Germany’s GDP rose by 0.2% in Q1, but don’t be fooled. The economy shrank by 0.3% in Q4 and throughout 2023. Worst performing major economy globally last year. Remember, Germany once had a ‘labor market miracle’. ✅ Low unemployment. ✅ Economic stability. But now? ⚠️ An aging population. ⚠️ Overzealous bureaucracy. ⚠️ Sluggish productivity. ⚠️ Energy crisis fallout. Is part-time work fueling economic woes? Maybe. But critics also point to Germany’s slow tech adoption. The construction sector is also struggling. High costs. Low demand. April’s IFO report shows over 55% of residential construction companies lack orders. Ouch. It’s a tough time for German real estate. We need to adapt and innovate. Nerea Lopez, what's your take on this?

1

Beirat für Startups #34 Ein Beirat kann grundsätzlich für Startups von großem Vorteil sein. Wie immer, ist es eine Entscheidung, in der es auf den Einzelfall ankommt. 🛣 Einige Gründe hierzu behandele ich wöchentlich in meiner Beitragsreihe : Zum letzten Post der Reihe: https://lnkd.in/dfQsdEuf The Benefits of a Biotech Advisory Board 🧪🔬 As a leader in the biotech industry, I'm excited to share the advantages of having a strong advisory board with expertise in biotechnology. 💡 Cutting-Edge Insights 🔍 An advisory board composed of seasoned biotech professionals can provide invaluable, up-to-date insights into the latest industry trends, technological advancements, and regulatory changes. Their deep knowledge and experience can help guide your strategic decision-making and ensure your company stays ahead of the curve. 🧠 Specialized Expertise 🔬 Biotech advisory board members bring a wealth of specialized expertise across various disciplines, such as drug development, clinical trials, regulatory affairs, and commercialization. Their diverse backgrounds can help you navigate the complex and ever-evolving biotech landscape more effectively, ultimately driving your company's success. 🧪 Networking and Connections 🤝 A well-connected biotech advisory board can open doors to new partnerships, collaborations, and funding opportunities. Their extensive industry networks can introduce you to key stakeholders, potential investors, and strategic partners, expanding your reach and unlocking new avenues for growth. 🌐 Credibility and Validation 👍 Having respected biotech experts on your advisory board can significantly boost your company's credibility and validation in the eyes of investors, regulatory bodies, and potential partners. This can be particularly valuable when seeking funding, navigating the regulatory landscape, or engaging with industry leaders. 🏆 Objective Guidance 🧭 An advisory board provides an outside perspective and objective guidance, which can be invaluable in navigating complex business decisions. Their impartial insights can help you identify blind spots, mitigate risks, and make more informed choices that align with your company's long-term goals. 🧠 By leveraging the expertise and experience of a biotech advisory board, you can unlock a competitive edge, drive innovation, and accelerate your company's growth in the dynamic biotech industry. 🚀 #advisoryboard #board #scaleup

22

Never let a good crisis go to waste - Winston #Churchill already knew that. The question is: What is the current state of the real estate market in #Germany? The first half of 2024 is behind us - we look back and, above all, forward: What developments do we expect on the German #realestate market in the second half of the year? What trends are currently shaping the sector? We provide answers in our #CitySurvey. On the #investment market, major deals remain the exception; there is a complete lack of office landmark deals as in the peak of the cycle. The currently active buyer groups are also more in favour of opportunity-driven business. The market is undergoing a transition to a "new normal", with small lot sizes characterising the market. Large deals of more than 100 million per quarter were a typical phenomenon of the low interest rate environment. The change in monetary policy has an important signalling effect for future market developments. Better #predictability of the interest rate path helps to reduce uncertainty in the financing environment. We expect the market to slowly increase transaction volumes by the end of the year. Our updated City Survey provides an overview of all asset classes. Here you will find all the key figures and analyses on the German #leasing and investment market. The page is updated every quarter. Simply bookmark it. Click here for the City Survey: https://lnkd.in/ee6xr6zr Enjoy reading! #BeColliers #research #foresight #capitalmarkets

49

Knowledge for a startup to find a good match with the right investors.

9

Ep.17 Drop #20Angel 🎙 The one & only Philipp Moehring, Co-Founder of Tiny Supercomputer Investment Company, joined me in the hot seat for a rare public appearance 🔥 👉 Introducing Tiny Supercomputer Investment Company FUND III ✍ 👉 Higher valuations = higher expectations 💣 👉 Giving Founders the freedom to be extreme 🤪 👉 Your access gives you your price 💰 Some Founder References on Philipp: dennis müller (Amie): "More than most, pmoe is a cheerleader. The journey is already hard enough, some VC's make it harder by sending unsolicited articles with "seen this?". He's the opposite. always fun to brainstorm ideas with him. Differentiated intros relative to others." David Budde (trawa): “He‘s been a great sparring partner and has a ton of experience. I remember, the night before our Pre-Seed closing, we found a minor but important error in our cap table. Unsure what to do, we called Phil late that evening for guidance. To me, it‘s super important to know that I can reach my investors, if it actually matters, and that they‘ll be able to help! + he’s just a really nice guy.” Milos Rusic (deepset): “Phil is amazing! He was actively involved in assembling each of our funding rounds - even in the first round where he committed before we had settled for a lead investor. He actively helped to construct our favourite setup of lead investors for that initial round. He knows everyone and his support is not limited to great intros - he really helps founders to assess and identify which investor could be a right fit for them. 100% reliable, massive value for every company. What they do is really unique.” This was a special one to do, hope you enjoy 🍿 https://lnkd.in/gTRT_SmJ 20VC, #AngelInvesting, #technology, #podcast, #entrepreneurship, #VC, #Founder, #Investing

62

9 Kommentare

Explore the #GenAI Maturity Model: Shaping Business Evolution! Learn how #generativeAI is redefining business processes and why it's crucial to critically assess a company's maturity level in handling Gen-AI. Our latest Medium article introduces a specially developed maturity model that tracks a company's development stages in implementing Gen-AI. This model helps visualize collective progress and plan targeted actions for further advancements. It covers the spectrum from initial interest to full integration into the strategic core, ensuring companies stay updated technologically and culturally. Dive deeper and find out how to define and achieve maturity goals for your company. Even though LinkedIn penalizes external links in terms of reach, I didn't want to withhold the link from you 😉 check out the full article for free on Medium! https://lnkd.in/eR7Jfi6v

4

EU election: Die Linke wants to make real estate impossible as an investment “Apartments are people’s homes, not investments,” says Die Linke on their website. In its EU election manifesto, Die Linke states that it wants to campaign for the abolition of tax advantages for real estate, a ban on index rental agreements and restrictions on real estate funds. They also want to forcibly expropriate real estate companies that own more than 3,000 apartments. In all seriousness, I ask myself where this is supposed to be democracy? They want to take their property away from those who have worked hard to earn it. They want to prevent middle-class people from achieving financial freedom in their fifties. They want everyone to feel equally bad. What do you think about it? Source 1: https://lnkd.in/e5HTuxCq Source 2: https://lnkd.in/ehSUqmtU #euelection #europe #germany

2

📈 Nvidia vs. German Stock Market: A Wake-Up Call for Germany? 🇩🇪💡 Did you know that Nvidia's market value now surpasses the combined value of all companies on the German stock market? 🤯 This striking contrast raises a critical question: What is Germany doing wrong, and how can we change this? 🤔 Innovation & Investment: Nvidia's success story is fueled by relentless innovation and significant investments in cutting-edge technologies like AI and machine learning. Germany needs to foster a similar culture of innovation and provide support for startups and tech advancements. Digital Transformation: While Germany excels in traditional industries, there's a pressing need to embrace digital transformation across all sectors. Digitalization isn't just a trend; it's a necessity for staying competitive in the global market. Education & Talent: Investing in education and nurturing tech talent is crucial. Germany must enhance its focus on STEM (Science, Technology, Engineering, Mathematics) education and create more opportunities for young professionals in the tech field. Regulatory Environment: Streamlining regulations and creating a business-friendly environment can attract more tech companies and startups to Germany. Reducing bureaucratic hurdles is essential for fostering growth and innovation. #Innovation #DigitalTransformation #FutureOfTech

11

1 Kommentar