Europe Commercial Property Focus How big a threat is debt distress in Europe? Falling interest rates will not prevent a rise in refinancing distress in Europe in the coming years – debt funding gaps will be large and forced selling will increase. However, financing pressures... 7th February 2024 · 20 mins read
US Commercial Property Update RICS Commercial Market Survey (Q4) The Q4 RICS survey suggested that occupier and investment sentiment remained pessimistic in Q4. We expect sentiment will be subdued in at least the first half of 2024, with credit conditions staying... 25th January 2024 · 3 mins read
Europe Commercial Property Update Residential yields have further to rise The long boom in residential investment has been severely dented by soaring interest rates. Solid fundamentals mean investor interest will remain strong, but it is unlikely residential yields have... 24th January 2024 · 3 mins read
US Commercial Property Update Where are prospects best for data centers? Since early 2020 there has been a clear divergence in performance between data centers and the traditional commercial real estate sectors. Looking forward, we expect the hyperscale sub-sector will... 20th November 2023 · 3 mins read
US Commercial Property Update RICS Commercial Market Survey (Q3) The Q3 RICS survey indicated occupier and investment sentiment fell further in Q3, with the latter reflected in weak investment volumes throughout the summer months. But tight credit conditions and a... 26th October 2023 · 5 mins read
US Commercial Property Update RICS Commercial Market Survey (Q2) The latest RICS survey signalled a slight improvement in occupier and investment sentiment in Q2, but confidence remained low by historic standards. Tight credit conditions and a poor economic... 27th July 2023 · 5 mins read
Nordic & Swiss Economics Weekly Sweden’s property issues flare up again The fragility of Sweden’s property sector hit the headlines again this week as commercial real estate firm SBB suffered a downgrade of its credit rating to “junk” status and cancelled its dividend... 12th May 2023 · 6 mins read
US Commercial Property Update Life science hubs set for a period of outperformance The pandemic has accelerated growth in scientific research and development, prompting a boost to demand in key R&D clusters. While we don’t expect the current rates of growth to be sustained, we think... 8th July 2021 · 3 mins read
US Commercial Property Update Student accommodation not set to see a rapid rebound The student accommodation sector faces high levels of uncertainty for the fall 2021 academic year. In our view, demand for student housing will rebound from last year, but fall short of its pre... 25th June 2021 · 3 mins read
Europe Commercial Property Are data centres a viable alternative? Thanks to changing consumption patterns and structural and cyclical knocks to the traditional property sectors, both occupier and investor demand for data centres set new records last year. But, while... 19th March 2021 · 3 mins read
