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 Despite recent redemption suspensions, net outflows from open-ended real estate funds in Germany have been small as a share of net asset value while cash buffers are higher than some other large... 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
UK Commercial Property Rapid Response Lending to UK commercial property (Feb. 26) Net lending secured against commercial property reached £1.2bn in February, marking an improvement on January’s weak outturn, but still substantially weaker than the months preceding that and 25% down... 30th March 2026 · 1 min read
UK Economics Rapid Response UK Money & Lending (Feb. 2026) The subdued growth rates of the money supply ahead of the Iran war suggest the burst of inflation triggered by higher energy prices is more likely to be short-lived rather than long-lasting. 30th March 2026 · 3 mins read
Australia & New Zealand Chart Pack ANZ Chart Pack (March 2026) Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. Inflation will rise well above target in both Australia and New Zealand as a result of the oil price... 26th March 2026 · 1 min read
Event Drop-In: Global Commercial Property Outlook – Are recoveries under threat? 15th April 2026, 3:00PM BST Our latest Global Property Outlook delivers up-to-date forecasts and in-depth analysis about the commercial property outlook across major regions and sectors.
