UK Housing Market Chart Pack UK Housing Market Chart Pack (Aug. 2025) The still tight rental market and softening outlook for housing activity – due to weak employment, high mortgage rates and growing speculation around property tax rises in the Autumn Budget – suggests... 29th August 2025 · 1 min read
US Commercial Property Update Poor recovery in home sales to weigh on self-storage rents The slow recovery we expect in home sales over the coming years will be a key factor limiting self-storage demand from returning to pre-pandemic levels. As a result, even though completions will... 28th August 2025 · 5 mins read
UK Housing Market Update Possible UK landlord tax a headwind to supply and tailwind to rents If the Chancellor were to apply National Insurance tax to rental income in the Autumn Budget, it could further restrain the supply of rental properties and push up rents by more than otherwise. 28th August 2025 · 4 mins read
Europe Commercial Property Update Euro-zone prime recovery to date like the GFC, but different Solid rental growth has meant the recovery in euro-zone prime property values to date has matched the post-GFC period despite a more limited contribution from yield falls. A softer rental outlook... 28th August 2025 · 3 mins read
US Housing Market Chart Pack US Housing Market Chart Pack (Aug. 2025) The struggling housing market is unlikely to benefit from the Fed rate cuts we have built into our outlook (four 25bp cuts through mid-2026). These cuts are already been priced in by markets, while... 27th August 2025 · 1 min read
Europe Commercial Property Update Prague industrial oversupply to continue to weigh on rents Increases in new supply mean Prague industrial rents are likely to hold steady over the rest of this year. But improving economic growth, a strong e-commerce market and attractive affordability... 27th August 2025 · 3 mins read
Middle East & North Africa Economics Update Saudi Vision 2030: where do things stand with five years to go? Saudi Arabia’s Vision 2030 reform programme passed the halfway mark last year and we published an in-depth Focus evaluating the progress so far. This Update takes a fresh look at how close the... 27th August 2025 · 5 mins read
Australia & New Zealand Chart Pack ANZ Chart Pack (Aug. 2025) Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. We believe monetary easing has further to run in the Antipodes. The case for policy stimulus is clear... 27th August 2025 · 1 min read
US Housing Market Rapid Response US Case-Shiller/FHFA House Prices (Jun. 2025) Although we expect house prices to regain some momentum in the third quarter, the fourth consecutive monthly decline in June suggests that risks to our forecast of a 1% increase this year are clearly... 26th August 2025 · 2 mins read
US Commercial Property Chart Pack US Commercial Property Chart Pack (Q3 2025) All-property capital values rose modestly by 0.1% in Q2, suggesting a market floor, with cap rates falling by 5 bps. However, we expect values to see limited upside due to the narrow spread to risk... 22nd August 2025 · 1 min read
UK Commercial Property Outlook UK Commercial Property Outlook: Property recovery faces numerous headwinds UK commercial property rental growth continues to surprise on the upside, but the capital value recovery is already running out of steam. Looking ahead, weak economic growth, a narrow spread between... 22nd August 2025 · 26 mins read
US Housing Market Rapid Response US Existing Home Sales (Jul. 2025) Despite a small uptick in July, home sales have held in a narrow 3.9-4.1 million annualised range since mid-2023, a historically weak level that highlights the lack of momentum in the struggling... 21st August 2025 · 2 mins read
US Housing Market Update Is rising FHA loan distress a canary in the coalmine? Rising delinquency rates among typically lower-income FHA borrowers hint at stress in riskier segments of the residential mortgage market. But since most FHA borrowers remain in decent financial shape... 20th August 2025 · 4 mins read
Event UK Property Roundtable – Picking housing and commercial property winners and losers 18th March 2026, 9:00AM GMT Which parts of the housing market will outperform, and which will lag, in 2026? In a weak commercial property recovery, where can investors find outperformance?
Event Commercial Property Outlook - What to watch out for in 2026 5th November 2025, 9:00AM GMT A year ago, our clients were citing geopolitical risk and the second Trump term as their key blind spots going into 2025.
Europe Commercial Property Chart Pack Europe Commercial Property Chart Pack (Q3 2025) Tariff uncertainty weighed on investment and industrial property in particular in Q2. However, we don’t expect much recovery in H2 as long-term interest rates rise and economic growth softens. Indeed... 20th August 2025 · 0 mins read
