US Commercial Property Chart Pack US Commercial Property Chart Pack Q3 2026 All-property capital values continue to hold up. But valuations already looked stretched prior to bond yield rises seen in recent weeks. With confidence in the recovery sagging, the outlook for... 24th September 2026 · 0 mins read
Europe Commercial Property Update Further rises in property yields are on the way A higher path for interest rates means we now expect euro-zone all-property yields to rise by 15-20bps over the next 6-12 months. The risk of increases appears greatest in Paris, where the property-to... 24th September 2026 · 3 mins read
UK Commercial Property Chart Pack UK Commercial Property Chart Pack (Sep. 26) A negative yield impact outweighed rental growth in August, meaning all-property capital values recorded a year-on-year decline for the first time since late 2024. But we still think the 10-year gilt... 22nd September 2026 · 1 min read
UK Commercial Property Update RE:UK Consensus Forecasts (Sep. 26) The September RE:UK consensus forecasts showed further downgrades to property returns in 2026, as higher gilt yields from the Iran war put upward pressure on property yields. Revisions to other years... 10th September 2026 · 3 mins read
US Commercial Property Update Q3 26 PREA consensus for 2027 shows little sector variance There was another cut to the PREA consensus forecast for 2026, led again by residential. But the all-property forecast for 2027 saw no change and there is very little differentiation between five of... 8th September 2026 · 3 mins read
US Commercial Property Apartment Metros Outlook San Jose edges Houston for top spot in our rankings Apartment markets have started to fare slightly better this year as inventory growth has eased, and we expect this trend to continue. We expect absorption to outpace new supply by a wide margin in... 2nd September 2026 · 6 mins read
US Commercial Property Update REITs and appraisals divergence clouds outlook for values A significant divergence in sector weightings means a large performance gap has opened between REITs and the appraisal-based indices over the last two years. We have therefore created a re-weighted... 20th August 2026 · 3 mins read
UK Commercial Property Chart Pack UK Commercial Property Chart Pack (Aug. 26) Higher risk-free interest rates and uncertainty from the war in Iran are now beginning to push up property yields and all-property capital value growth has fallen to zero. But we still think the 10... 19th August 2026 · 1 min read
UK Commercial Property Update RICS survey implies risk of UK commercial property capital value falls is declining The Q2 RICS survey showed little change from the previous quarter, although a rise in capital value expectations suggests the impact of the Iran war on yields is now projected to be smaller. Overall... 30th July 2026 · 3 mins read
US Commercial Property Office Metros Outlook NOI growth to be key driver of winning and losing office markets The Southern metros are set to dominate the fastest-growing markets in terms of occupancy and rent growth with Miami, Dallas and Houston the top three markets in our rankings of NOI growth over 2026... 30th July 2026 · 6 mins read
US Commercial Property Update NCREIF Q2 2026: Returns rangebound for sixth quarter Q2’s total return of 1.3% was dominated by the income component, with cap rates and capital values broadly steady. Meanwhile, aside from senior housing, where quarterly returns hit 3.9% in Q2, sector... 27th July 2026 · 3 mins read
UK Commercial Property Chart Pack UK Commercial Property Chart Pack (Jul. 26) Higher risk-free interest rates and uncertainty from the war in Iran have led banks to tighten the availability of lending to commercial real estate. But property equities pricing has recovered from... 22nd July 2026 · 1 min read
US Commercial Property Outlook Senior housing and retail lead the pack for 2026-30 returns Real estate returns over the coming years will be dominated by the income component, as an increase in cap rates to fully reflect the higher yield environment offsets support for values from rising... 17th July 2026 · 20 mins read
Global Commercial Property Chart Pack Global Commercial Property Chart Pack (July 2026) Strengthening economic activity in the US is set to support a pick-up in rental growth over the next year or so, but property performance is still likely to undershoot Europe. And while renewed Iran... 14th July 2026 · 0 mins read
UK Commercial Property Update Increased caution from lenders won’t trigger UK commercial capital value falls The sharp decline in the balance of lenders who see commercial property prices as a positive for the availability of credit could be a sign that higher interest rates caused by the Iran war will lead... 8th July 2026 · 3 mins read
UK Commercial Property Outlook Income returns to dominate as yields hold steady The rise in gilt yields following the Iran war has so far not led to any increase in property yields, and we expect investors will largely look through what will be a temporary spike in risk-free... 2nd July 2026 · 22 mins read
