UK Housing Market Update What would a new PM mean for the housing market? None of the three leading candidates to replace Starmer as Prime Minister advocate an increase in total housing supply, not least due to the fiscal constraints. But Rayner and Burnham may be more... 21st May 2026 · 4 mins read
US Housing Market Rapid Response US Housing Starts (Apr. 2026) The small fall in housing starts in April masks a weaker underlying picture, with a surge in volatile multi-family starts offsetting a material weakening in single-family groundbreaking, albeit from a... 21st May 2026 · 1 min read
Europe Commercial Property Update Consensus agrees prime office rents to be resilient amid Iran war Upgrades to expectations for euro-zone prime office rental growth this year and next have moved the consensus forecast closer to our own and are consistent with our view that prime office rents will... 20th May 2026 · 2 mins read
Global Commercial Property Update Care home demand to boom in Asia and North America The long-term demographic drivers of care home demand are well-rehearsed, but there is likely to be a degree of offset from factors that will keep more seniors living at home for longer. Nevertheless... 19th May 2026 · 6 mins read
US Commercial Property Update Q1 RICS survey implies Iran war will increase US cap rates The latest RICS survey showed that the Iran war has dampened both occupier and investor sentiment, with the latter seeing a larger fall. Rental expectations held up though, which implies the fall in... 18th May 2026 · 3 mins read
Europe Commercial Property Update Q1 RICS survey points to a softening market in Europe The Q1 RICS survey painted a downbeat picture of sentiment in European commercial property markets, with France and Germany generally weighing on the overall picture and Spain, Portugal and Poland... 18th May 2026 · 3 mins read
China Rapid Response China Activity & Spending (Apr. 2026) Domestic headwinds look to have intensified last month, especially when it comes to construction activity. But with external demand picking up and the electronics sector in an upswing, we still think... 18th May 2026 · 3 mins read
Australia & New Zealand Economics Update Tax changes not a major threat to housing market Some commentators have been arguing that the tax changes announced in last week’s Budget will end the 30-year super cycle in housing. By contrast, we’re not convinced that the attractiveness of... 18th May 2026 · 4 mins read
US Commercial Property Rapid Response US Commercial Property Lending (Apr. 26) 15th May 2026 · 1 min read
Canada Economics Update Canada Housing Watch (May 2026) There were some encouraging signs of stabilisation in the headline housing market indicators for April, but the further decline in the sales-to-new listing ratio and recent rise in fixed mortgage... 15th May 2026 · 3 mins read
UK Housing Market Update UK RICS Residential Market Survey (Apr. 2026) The recent plunge in buyer sentiment triggered by the rise in mortgage rates since the start of the Iran appeared to stabilise in April. Even so, April’s RICS survey continues to suggest that the... 14th May 2026 · 3 mins read
UK Commercial Property Update Residential assets have a bright future Tight supply means residential assets will see the strongest rental growth of all sectors over the next few years. And, with the costs of maintaining a home rising, house price expectations subdued... 13th May 2026 · 4 mins read
Event Roundtable: The rise of alternative sectors - Navigating property’s secular revolution 23rd June 2026, 9:00AM BST The commercial property landscape is shifting.
UK Housing Market Update Big falls in nominal house prices unlikely, even in adverse scenario Despite its recent resilience, house price growth will probably slow over the coming months as the drag from higher mortgage rates triggered by the Iran war continues to grow. But big outright falls... 13th May 2026 · 5 mins read
UK Commercial Property Valuation Monitor UK Commercial Property Valuation Monitor (Q2 26) Property valuations saw little movement in Q1 with property and alternative asset yields holding steady. Looking ahead, the Iran war has pushed up yields on alternative assets so valuations will... 12th May 2026 · 1 min read
Canada Chart Pack Canada Chart Pack (May 2026) In our baseline scenario, WTI averages $80pb over the second half of the year. This will boost GDP growth slightly and keep headline inflation above 2.5% in the coming months. But the backdrop of weak... 12th May 2026 · 1 min read
