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Commercial Property Lending (Dec.)

Commercial real estate debt ended 2021 with its largest monthly increase since the onset of the pandemic. Against a backdrop of strong investment activity, we expect commercial property lending to have a strong start to 2022.
Sam Hall Assistant Property Economist
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US Commercial Property Data Response

Commercial Property Lending (Apr.)

Lending growth accelerated in April, seeing the strongest monthly gain in over 12 years. And with transactions having seen a fast start to the year, we think there is more to come in the next few months. Property Drop-In (19th May): What will rising interest rates mean for commercial property returns in the US, UK and Europe? Join our 20-minute briefing on the outlook for returns on Thursday. Register now.

16 May 2022

US Commercial Property Update

Southern apartment rent growth unlikely to last forever

Over our five-year forecast, we expect in-migration to the South will see apartment rents there outgrow the national average. But further ahead, the greater ability of supply to respond in the South means that, even if that migration persists, we do not think that rents in those markets will necessarily outperform. Property Drop-In (19th May): What will rising interest rates mean for commercial property returns in the US, UK and Europe? Join our 20-minute briefing on the outlook for returns on Thursday. Register now.

12 May 2022

US Commercial Property Update

Industrial demand returning to West Coast ports

Congestion at the ports of Los Angeles and Long Beach forced some container ships to reroute to the less busy ports of the Gulf Coast, supporting industrial occupier demand in those markets. But we expect that to be only a temporary switch, a view backed up by recent data. And the return of container ships to the West Coast will drive a resurgence in demand for its industrial markets. Property Drop-In (19th May): What will rising interest rates mean for commercial property returns in the US, UK and Europe? Join our 20-minute briefing on the outlook for returns on Thursday. Register now.

11 May 2022

More from Sam Hall

US Commercial Property Update

Lessons from 2021

2021 proved a challenging year to forecast commercial property markets. Indeed, we underestimated the speed and size of the bounce back in performance, albeit by less than the consensus. But there are lessons to be learned from last year’s experience, so before we look forward to 2022 it is helpful to reflect on where we were right and wrong in 2021 and why.

5 January 2022

US Housing Market Data Response

Existing Home Sales (Nov.)

Existing home sales continued to climb higher in November, leaving sales just short of their peak last year. But we expect a tight inventory and stretched affordability as mortgage rates rise to weigh on sales over the next six months, causing them to fall back to around 5.80m by mid-2022.

22 December 2021

US Housing Market Data Response

Housing Starts (Nov.)

Single-family housing starts rebounded in November, following a weak four months. While strong new home demand, limited inventory and surging house prices will incentivise builders to increase construction, the recent surge in lumber prices will add to the supply-side challenges weighing on starts.

16 December 2021
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