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commercial property

Prepare for the slowest commercial real estate recovery on record

How structural forces are shaping our forecasts for the rebound in US and European valuations in 2024-26

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After the wrenching hit to valuations in commercial property markets across the US, Europe and UK, are you prepared for the slowest recovery on record?

Striking new analysis from Capital Economics Chief Property Economist Andrew Burrell highlights the structural forces which are remaking the industry and will require non-traditional drivers of investment demand to lead the upturn in the coming three years. In this in-depth report, you’ll learn:

  • How our 2024-2026 forecasts for the US, UK and Europe compare unfavourably to previous recoveries;

  • How the medium-term outlook for interest rates and the structural decline in office demand will shape the recovery;

  • The new sectoral drivers of recovery – but also why this slow recovery could extend beyond 2026.

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