Global Commercial Property Chart Pack Global Commercial Property Chartpack (Q3 2024) All-property values have stabilised in the UK but we expect further falls elsewhere, especially in the US. Combined with a weaker office outlook, the US is set to underperform over the next couple of... 2nd October 2024 · 0 mins read
US Commercial Property Office Metros Outlook Houston rockets to the top of the office rankings Offices are still in for a tough few years, with markets like San Francisco, LA and Seattle likely to come out of the downturn with values down 55% or more from their 2019 peaks. However, there are... 20th September 2024 · 7 mins read
UK Commercial Property Chart Pack UK Commercial Property Chart Pack (Sep. 24) Yields have now peaked in most sectors and capital values are close to bottoming out. However, with not much prospect for yield compression the recovery will be weak by past standards. Thanks to... 19th September 2024 · 1 min read
UK Housing Market Chart Pack UK Housing Market Chart Pack (Sep. 2024) We doubt the small fall in Nationwide house prices in August was the start of a renewed downturn. Surveys suggest the recent declines in mortgage rates have led to an increase in housing demand, while... 17th September 2024 · 1 min read
Europe Commercial Property Update Milan office rent growth to undershoot the euro-zone Milan office take-up has held up well in recent quarters, but this has not translated into stronger prime rental growth. With the outlook for jobs growth pointing to a slowdown in take-up while... 11th September 2024 · 3 mins read
UK Commercial Property Update Why we are more optimistic on rental growth Our rental growth forecasts for the industrial and retail sectors are notably above the consensus, particularly over the next couple of years. That primarily reflects our relatively optimistic... 10th September 2024 · 3 mins read
UK Commercial Property Update IPF Consensus Forecasts (Sep 24.) The latest IPF Consensus Survey showed forecasters are finally coming around to our long-held view that retail will preform relatively well over the next five years. Total returns for all the retail... 6th September 2024 · 3 mins read
Europe Commercial Property Update Is industrial demand back on track? The most recent European industrial take-up figures were slightly more encouraging. We expect activity will continue to slowly improve over the next couple of years, supported by the consumer recovery... 5th September 2024 · 3 mins read
Europe Commercial Property Update Worst of online drag is over, especially in the south Recent estimates add to the evidence that online retail shares are growing more slowly across Europe. There has also been little sign of convergence in online shares, supporting our long-held view... 3rd September 2024 · 3 mins read
Europe Commercial Property Update Prime office rent gains to beat consensus expectations Prime office rents look set to rise by more than we had previously expected over the next few years given still low CBD vacancy, preferences for prime space and cuts to the supply pipeline in 2025-26... 29th August 2024 · 3 mins read
UK Commercial Property Outlook Look to beds, sheds and retail for best returns Commercial property yields and capital values have stabilised in recent months, which has encouraged investors to dip their toes back into the sector. But the recovery is set to be a weak one... 22nd August 2024 · 26 mins read
UK Housing Market Chart Pack UK Housing Market Chart Pack (Aug. 2024) Our UK Housing Chart Pack has been updated with the latest data and our analysis of recent developments. The recent drop in mortgage rates has caused house prices to rise a bit faster than expected... 15th August 2024 · 1 min read
Europe Commercial Property Update Data improving, but German retail prospects still weak Despite better occupier data in H1, the weak consumer backdrop and still elevated vacancy mean we expect German retail rents to only hold steady this year. Thereafter, we expect rental gains to lag... 15th August 2024 · 3 mins read
US Commercial Property Chart Pack US Commercial Property Chart Pack (Q3 24) While investment has tentatively turned a corner, subdued activity and further rises in cap rates mean 2024 will still be a tough year. All-property values are down by 18% from their mid-2022 peaks... 14th August 2024 · 1 min read
Europe Commercial Property Update CBD shift clearest in the largest office markets At the end of the pandemic, there was a view that remote working would drive a wedge between CBD and other submarket rents. The evidence of this remains uneven. But in some cities, notably Paris and... 31st July 2024 · 3 mins read
UK Commercial Property Chart Pack UK Commercial Property Chart Pack (Jul. 24) Yields look to have topped out in most sectors and alongside solid rental growth that means capital values are close to bottoming out. However, with no yield compression in sight the recovery will be... 17th July 2024 · 1 min read
