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Power gap: Energy self-sufficiency is real estate’s new dividing line
- December 1, 2025: Vol. 19, Number 11

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Power gap: Energy self-sufficiency is real estate’s new dividing line

by Cecil von Croy

Europe’s energy systems are under strain. The Iberian blackout earlier this year was a reminder that grid stability is becoming a scarce asset. For institutional investors, energy resilience has entered the same category as location, regulation and liquidity: a key determinant of asset value. Energy self-sufficiency at building or district scale is fast becoming the line that separates future-proof portfolios from those heading toward stranded-asset risk.

Rooftops are where this shift begins. Across European cities, millions of commercial and residential roofs can host solar generation, on-site storage and digital metering that transform assets into controllable energy nodes. In Germany alone, more than 1.9 million buildings could generate around 43 terawatt-hours annually, yet less than 1 percent of that potential is currently realised. The resulting gap is not just ecological; it represents a yield opportunity waiting to be captured.

Decentralised energy as

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