New lead indicator points to short-lived capital value growth
Our new CE Capital Value Lead Indicator suggests that all-property capital growth may finally turn positive on an annual basis in H2 2025. But importantly, it also suggests that any growth this year will be marginal and that there is a downside risk to values in early 2026. This is consistent with our view that insufficient valuation downgrades this year are likely to mean that value falls are stored up for the future.
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