UK Commercial Property Update

UK banks keen to lend despite Iran war uncertainty

Despite the uncertainty from the Iran war, banks are still willing to lend to commercial property. A sizeable share plan on loosening credit conditions further in Q2, supported by a positive view on...

14th April 2026 · 3 mins read

US Housing Market Rapid Response

US Existing Home Sales (Mar. 2026)

Existing home sales fell back below the historically weak 4m annualised level in March and prospects for April do not look much better, as timely indicators point to weakening housing demand following...

13th April 2026 · 2 mins read

Global Commercial Property Chart Pack

Global Commercial Property Chartpack (Q1 2026)

The rise in economic uncertainty and market interest rates because of the Iran war will weigh on property market activity in the first half of the year. However, under our baseline scenario (in which...

13th April 2026 · 0 mins read

Global Commercial Property Update

How will AI job cuts influence office demand?

Tech occupations are the most exposed to the impact of AI, but that doesn’t necessarily mean that sector will see the most job losses. That said, a decline in the share of pre-lets to the sector in...

10th April 2026 · 3 mins read

Global Commercial Property Update

Retail and hospitality sectors to bear the brunt of Iran War

The effects of the Iran war will feed through to property occupiers through two main channels: higher energy costs and lower household disposable income growth. The impact on sectors will vary based...

9th April 2026 · 4 mins read

UK Housing Market Update

UK RICS Residential Market Survey (Mar. 2026)

After a steady start to the year for the housing market, March’s RICS housing market survey suggests that the rise in mortgage rates since the start of the Iran war is continuing to take an...

9th April 2026 · 3 mins read

UK Housing Market Chart Pack

UK Housing Market Scenarios Chart Pack (Apr. 2026)

This UK Housing Market Scenarios Chart Pack builds on the analysis and scenario forecasts published in the Global Property Outlook (see here) to provide more detail on how the Iran War could influence...

8th April 2026 · 1 min read

US Housing Market Rapid Response

US Mortgage Applications (Mar. 2026)

As the timeliest housing activity data we get, the drop in home purchase mortgage applications throughout March is the first clear evidence of homebuyers pulling back in response to higher borrowing...

8th April 2026 · 2 mins read

UK Commercial Property Rapid Response

S&P Global/CIPS UK Construction PMI (Mar. 26)

The headline CIPS construction PMI saw a surprising tick higher in March. But with the input price index climbing precipitously and new orders and future business expectations dropping back, it’s...

8th April 2026 · 2 mins read

UK Housing Market Rapid Response

UK Halifax House Prices (Mar. 2026)

The fall in the Halifax measure of house prices in March chimes with the renewed drop in buyer sentiment in February’s RICS housing market survey. As the Halifax index is based on mortgage approvals...

8th April 2026 · 3 mins read

Europe Commercial Property Update

Cash buffers reduce risks from German open-ended real estate funds

In light of the wind up of UBS Euroinvest we are re-sending this publication on the risks to property markets from open-ended funds. Despite recent redemption suspensions, net outflows from open-ended...

7th April 2026 · 3 mins read

Global Property Outlook

Iran war’s property impact will be small and short-lived

Given the fast-moving nature of events in Iran and the Strait of Hormuz, this global publication brings together our updated residential and commercial property market analysis and forecasts. It...

1st April 2026 · 23 mins read

Australia & New Zealand Economics Update

Australian housing market poised for a downturn

Australian house prices have lost some momentum in recent months. With the Reserve Bank of Australia set to hike rates to 4.60% in the coming months, we think house prices will fall outright before...

1st April 2026 · 4 mins read

US Housing Market Rapid Response

US Case-Shiller/FHFA House Prices (Jan. 2026)

House prices already losing momentum prior to Iran war The softer 0.2% m/m rise in house prices in January supports our view that the housing market was already losing momentum before the recent jump...

31st March 2026 · 2 mins read

UK Housing Market Rapid Response

UK Nationwide House Prices (Mar. 2026)

The big rise in the Nationwide measure of house prices in March suggests that, so far at least, house prices are proving resilient to the leap in mortgage rates since the start of the Iran war. But we...

31st March 2026 · 3 mins read