UK Commercial Property Chart Pack Yields make decisive move up All-property yields saw a large rise in August, as concerns around valuations increased. (See Chart 1.) And, with the energy support package set to boost interest rates and the economy probably... 22nd September 2022 · 8 mins read
US Housing Market Outlook Phoenix knocked off top spot by southern markets We expect a sharp slowdown in apartment rental growth across the board, as job growth slows, affordability constraints bite and an influx of supply pushes up vacancy. But some markets will perform... 16th September 2022 · 15 mins read
UK Commercial Property Update Supermarkets one winner from cost-of-living crisis After reaching close to a record high at the start of 2021, the gap between supermarket and all-retail equivalent yields has since fallen back to its pre-COVID-19 level. That is likely to reflect the... 16th September 2022 · 3 mins read
UK Commercial Property Update Energy price cap worsens the property outlook By boosting real disposable incomes, the energy price cap will give some support to commercial rents, particularly in consumer-facing sectors such as leisure and retail. However, that benefit needs to... 14th September 2022 · 3 mins read
Europe Commercial Property Update Renewed weakness ahead for German retail The rapidly worsening economic backdrop has put the brakes on Germany’s prime retail recovery. After showing strength in the second half of last year, take-up has now slowed in most of the main... 9th September 2022 · 3 mins read
US Commercial Property Chart Pack Recoveries still lagging in the major coastal markets Q2 data showed a mixed picture across the three sectors. For offices, the northern coastal markets continue to lag, with rent growth turning positive but still weaker than most other markets. Houston... 24th August 2022 · 7 mins read
US Commercial Property Chart Pack Property yields set to rise in H2 As the economy slowed in Q2 and interest rates rose, investors appear to have become less willing to compete property yields lower and investment volumes look close to turning. While occupier demand... 22nd August 2022 · 10 mins read
US Commercial Property Focus Ranking the US’s largest warehousing markets We think that major distribution hubs, where rents are high and availability is low, will underperform their neighbouring markets over the next few years. Tenants will increasingly look past the major... 4th August 2022 · 21 mins read
US Commercial Property Outlook Southern metros to outperform Since the release of our previous Apartment Metro Outlook three months ago the interest rate environment has become more negative for real estate, and we now expect yields to rise in many metros this... 12th July 2022 · 11 mins read
US Commercial Property Outlook Office Metro Outlook In light of the deterioration in the economic environment, our office metro forecasts have been downgraded across the board. Those downgrades are driven by a substantial shift in our yield view, which... 1st July 2022 · 14 mins read
US Commercial Property Chart Pack Apartments starting to recover; offices deteriorating The economic recovery looks well-set, which should support occupier markets. However, structural change in the office sector means that occupier demand continues to fall, even while the beleaguered... 13th May 2021 · 13 mins read
Europe Commercial Property Outlook Slower recovery in values given weaker office outlook As widely expected, Q2 brought a range of disappointing data, from plunging investment volumes to further falls in retail rents. And while property values outside of retail have generally held up so... 18th September 2020 · 33 mins read
US Commercial Property Focus Six key calls for US commercial property We are launching our new subscription service on US commercial real estate by outlining six key calls that we believe will shape the sector’s story in the coming years. The macroeconomic environment... 28th January 2020 · 18 mins read