China Chart Pack China Chart Pack (June 2026) China’s economy is growing at a slower rate than the official figures show, but growth has held steady at around 3% for the past year. Exports continue to surge on the back of strong global demand for... 26th June 2026 · 1 min read
Australia & New Zealand Economics Weekly RBA still set to hike, housing tax changes pass Australia’s latest activity and labour market data continue to point to softer momentum, but the CPI figures suggest that underlying inflation pressures have not yet been tamed. Accordingly, we still... 26th June 2026 · 4 mins read
Global Commercial Property Update Key takeaways from our alternative assets roundtables This week we held a series of roundtable discussions with clients in our London office about the outlook for alternative real estate assets. This note shares our answers to some of the most... 25th June 2026 · 3 mins read
Australia & New Zealand Economic Outlook Central banks to hike as inflation concerns dominate The RBA has already shifted policy back to restrictive territory and we expect it to tighten settings a bit further, as it seeks to ensure that activity slows sufficiently to bring inflation under... 25th June 2026 · 20 mins read
Global Commercial Property Update Data centres to perform well, but risks are growing New MSCI coverage of data centres in the UK and US not surprisingly show the sector strongly outperformed over the past decade. But while returns are still strong in the US, in the UK the sector is... 18th June 2026 · 4 mins read
Europe Commercial Property Update Near-term downgrade to industrial, but long-term outlook solid Weak economic activity in the near term will push euro-zone industrial rental growth to its slowest pace in more than a decade this year. However, we expect rental growth to return to an above-average... 18th June 2026 · 3 mins read
Canada Economics Update Housing Watch (Jun. 2026) The housing market showed firmer signs of improvement in May and, with oil prices dropping back sharply in the past week, there is now a lower chance that the Bank of Canada will be forced to spoil... 16th June 2026 · 4 mins read
US Housing Market Rapid Response US Housing Starts (May 2026) Looking past the volatility in multifamily starts, the latest batch of data suggest the housing market is just about weathering the latest rise in mortgage rates. 16th June 2026 · 1 min read
US Commercial Property Rapid Response US Commercial Property Lending (May) Net lending by banks to commercial real estate in May reached its highest level since December 2025, at $15.4bn. Both multifamily and other commercial sectors saw their highest monthly net lending... 15th June 2026 · 2 mins read
Australia & New Zealand Economics Weekly A cooling housing market but the RBA’s job isn’t done Australian consumers remain deeply pessimistic, particularly about the housing market, with house price expectations falling to a three-year low and auction clearance rates continuing to weaken. Even... 12th June 2026 · 5 mins read
UK Commercial Property Update High costs mean low development and falling UK land prices The Iran war looks set to boost commercial construction costs by at least 8%, on top of the 24% rise seen since 2021. With commercial capital value growth also coming under pressure as interest rates... 11th June 2026 · 4 mins read
UK Housing Market Update UK RICS Residential Market Survey (May 2026) While May’s RICS housing market survey shows that the worst of the falls in buyer sentiment may be in the past, a number of leading indicators continue to suggest that the risks to our forecast for... 11th June 2026 · 3 mins read
US Housing Market Chart Pack US Housing Market Chart Pack (June 2026) The rise in mortgage rates since the start of the Iran War will worsen already-stretched housing affordability. This will weigh on housing activity over the next couple of quarters and presents a... 10th June 2026 · 1 min read
US Commercial Property Update Q2 26 PREA consensus forecasts cut, especially for residential There was another reduction in the PREA consensus total return forecast for both 2026 and 2027 this quarter, led by the residential sector. However, this still left the consensus more optimistic than... 9th June 2026 · 3 mins read
US Housing Market Rapid Response US Existing Home Sales (May 2026) The rise in existing home sales in May was a bit stronger than we expected but, given the further increase in mortgage rates in recent weeks, we remain concerned about the downside risks to our... 9th June 2026 · 2 mins read
Europe Commercial Property Focus European student housing outperformance has further to run The two-decade period of student accommodation outperformance in Europe is set to continue, supported by higher income returns, favourable structural demand drivers and still-tight supply. Within... 9th June 2026 · 11 mins read
