Global Commercial Property Update Self-storage, SFR and senior living offer the greatest potential Alternatives with strong secular drivers are well placed to deliver robust demand growth, with those that are less institutionalised – such as self-storage, single-family rental and senior living –... 1st October 2026 · 3 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
Europe Commercial Property Update Productivity gains not yet accompanied by weaker office demand Despite productivity gains that could reduce the need for office space, markets with a high share of information and communication jobs have generally seen stronger office take-up over the past year... 22nd September 2026 · 3 mins read
Europe Commercial Property Update Strong rent growth to push Spain to the top of the resi rankings Spanish residential property looks set to outperform the other larger European markets over the next five years, as still-strong demand on the back of high levels of immigration and tight supply boost... 10th September 2026 · 3 mins read
Europe Commercial Property Update Dublin retail poised for a 15% capital value uplift by end-2028 Weakness in retail spending is likely to hold back the recovery in Dublin prime high street rents in the near term, but conditions appear ripe for a revival. Given the comparatively high level of... 1st September 2026 · 3 mins read
Europe Commercial Property Update Tech-related demand to support prime rents in Berlin and Munich Strong tech-related demand is set to support faster growth in prime rents in Munich and Berlin than the other main German markets while the AI boom persists. However, we expect rent growth to ease... 25th August 2026 · 3 mins read
Europe Commercial Property Update Deterioration in sentiment largely reversed in Q2 RICS survey The Q2 RICS survey suggests surveyors are now less pessimistic about the Iran war’s impact on European commercial property markets. And while credit conditions deteriorated further, other survey... 19th August 2026 · 2 mins read
Europe Commercial Property Update Investment recovery will not be pushed off course by Iran war Lower interest rates and an improving bank lending environment mean we expect euro-zone investment to pick up in H2, allowing the full-year total to rise by somewhat more than the 15% annual rate of... 11th August 2026 · 3 mins read
Global Commercial Property Update AI will boost office demand in tech hubs as long as the bubble lasts We expect AI firms to drive office demand in key tech hubs as they expand and compete for top talent, although this exposure heightens the downside risk for the least diversified tech markets if we... 6th August 2026 · 6 mins read
Global Commercial Property Update Housing wealth underpins demand for active adult communities Demographics are less favourable for active adult communities than care homes. However, high net housing wealth among older households will support demand, especially in markets with more older people... 21st July 2026 · 4 mins read
Europe Commercial Property Update Lisbon office rents to outperform consensus expectations Above-average employment growth and continued demand for high-quality space mean we expect prime office rents in Lisbon will grow at a faster pace than most expect, as well as most other euro-zone... 9th July 2026 · 3 mins read
Global Commercial Property Update Key takeaways from our alternative assets roundtables This week we held a series of roundtable discussions with clients in our London office about the outlook for alternative real estate assets. This note shares our answers to some of the most... 25th June 2026 · 3 mins read
Global Commercial Property Update Data centres to perform well, but risks are growing New MSCI coverage of data centres in the UK and US not surprisingly show the sector strongly outperformed over the past decade. But while returns are still strong in the US, in the UK the sector is... 18th June 2026 · 4 mins read
Europe Commercial Property Update Near-term downgrade to industrial, but long-term outlook solid Weak economic activity in the near term will push euro-zone industrial rental growth to its slowest pace in more than a decade this year. However, we expect rental growth to return to an above-average... 18th June 2026 · 3 mins read
Global Commercial Property Update Despite short-term challenges, leisure set to bounce back With consumers cutting back discretionary spending as real incomes come under pressure, demand for leisure assets will be subdued over the next year or so. But longer term the future for the sector... 29th May 2026 · 3 mins read
Europe Commercial Property Update Consensus agrees prime office rents to be resilient amid Iran war Upgrades to expectations for euro-zone prime office rental growth this year and next have moved the consensus forecast closer to our own and are consistent with our view that prime office rents will... 20th May 2026 · 2 mins read
