UK Commercial Property Update Slower rate cuts increase recession risks The recent dreadful news on inflation and the Bank of England’s hawkish Inflation Report suggest that interest rates will not fall as quickly this year as we had previously hoped – we have raised our... 15th May 2008 · 1 min read
UK Commercial Property Update Bank of England Financial Stability Report, May 2008 Despite some of this morning’s headlines, the main thrust of today’s Financial Stability Report (FSR) was that downside risks to the financial system, property markets and to the broader economy... 1st May 2008 · 1 min read
UK Commercial Property Update RICS survey highlights vulnerability of retail rental values to falls In a Commercial Property Data Response on Monday, we reported on the aggregate balances from the RICS Commercial Market Survey for 2008Q1, which were worryingly downbeat. Now, having had more time to... 23rd April 2008 · 1 min read
UK Commercial Property Update Why have real office rental values fallen over time? Although there have clearly been major cycles, real all-office rental values are currently 48% lower than their level in 1975. (See Chart 1.) But against the general backdrop of an increasingly... 22nd February 2008 · 1 min read
UK Commercial Property Update Real estate equities down 40%: will property prices follow suit? In our view, there is no reason to believe that just because real estate equity prices have fallen by 40% since the start of 2007 IPD capital values will eventually fall by a similar amount. In fact... 17th January 2008 · 1 min read
UK Commercial Property Update IPF Consensus Forecasts (November 2007) 13th November 2007 · 1 min read
UK Commercial Property Update Commercial property correction to be over next year? 2nd November 2007 · 1 min read
UK Commercial Property Update Bank of England Financial Stability Report, October 2007 25th October 2007 · 1 min read
UK Commercial Property Update Bond market fluctuations do not change outlook for property. 7th August 2007 · 1 min read
UK Commercial Property Update Commercial property soft landing no longer a central forecast 23rd May 2007 · 1 min read
UK Commercial Property Update Bank of England Financial Stability Report, April 2007 26th April 2007 · 1 min read
UK Commercial Property Update Market volatility heightens property risks 28th February 2007 · 1 min read
UK Commercial Property Update Has the commercial property market reached a turning point? 29th January 2007 · 1 min read
UK Commercial Property Update Is there really a link between rents and the construction PMI? 8th January 2007 · 1 min read
