What 'higher-for-longer' means for US commercial real estate
New analysis shows where Treasury yields will settle and what that means for all-property cap rates
US commercial real estate yields will continue to see upward pressure. That’s the key message from our new report showing what our revised Treasury yield forecasts mean for the industry. Our yield forecasts follow extensive analysis of equilibrium real interest rates to 2030 and in this report, we highlight what investors need to know about the implications for US CRE, including:
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How much re-pricing is needed to get real estate back to fair value;
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How the office sector faces even larger capital value falls ahead;
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New estimates of where and when all-property cap rates will peak.
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