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Rental recovery gathers momentum

September was another good month for commercial property, with the first year-on-year rental growth recorded since the onset of COVID-19. But as clouds gather over the economic upturn, we suspect that the real estate recovery will also struggle to maintain its current pace. After a rebound in total returns this year, we expect a moderation over the rest of the forecast, as yields stabilise and rental growth is hamstrung by ongoing structural change in retail and offices.

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