Global Commercial Property Chart Pack Global Commercial Property Chart Pack (July 2026) Strengthening economic activity in the US is set to support a pick-up in rental growth over the next year or so, but property performance is still likely to undershoot Europe. And while renewed Iran... 14th July 2026 · 0 mins read
US Commercial Property Rapid Response Commercial Property Lending (June 2026) 13th July 2026 · 1 min read
Europe Commercial Property Update Lisbon office rents to outperform consensus expectations Above-average employment growth and continued demand for high-quality space mean we expect prime office rents in Lisbon will grow at a faster pace than most expect, as well as most other euro-zone... 9th July 2026 · 3 mins read
UK Commercial Property Update Increased caution from lenders won’t trigger UK commercial capital value falls The sharp decline in the balance of lenders who see commercial property prices as a positive for the availability of credit could be a sign that higher interest rates caused by the Iran war will lead... 8th July 2026 · 3 mins read
US Commercial Property Update Updated fair value analysis drives higher cap rate forecasts The diminished spread between cap rates and the 10-year Treasury yield poses a challenge for real estate pricing. Looking ahead, in a world in which we expect the Treasury yield to stay near its... 8th July 2026 · 3 mins read
UK Commercial Property Rapid Response S&P Global/CIPS UK Construction PMI (June 26) The construction sector appears to have stabilised in June as, after three straight months of falls, the headline CIPS construction PMI rose marginally, from 38.2 to 38.4. While that remains an... 6th July 2026 · 1 min read
Australia & New Zealand Economics Weekly Capacity pressures to persist despite housing weakness This week’s data will likely have reinforced the RBA’s view that tighter financial conditions are weighing on the housing market. But we doubt that housing wealth effects will push consumption much... 3rd July 2026 · 4 mins read
UK Commercial Property Outlook Income returns to dominate as yields hold steady The rise in gilt yields following the Iran war has so far not led to any increase in property yields, and we expect investors will largely look through what will be a temporary spike in risk-free... 2nd July 2026 · 22 mins read
Europe Commercial Property Outlook Prime office outperformance to wane The limited hit to economic activity from the Iran war and our expectation that risk-free rates will fall back mean we forecast only a temporary slowdown in European commercial property value growth... 1st July 2026 · 22 mins read
UK Commercial Property Rapid Response Lending to UK commercial property (May 26) Net lending to commercial property totalled around £1.5bn in May, following a similar outturn in April. This was consistent with the rise in uncertainty and interest rates as a result of the Iran war... 29th June 2026 · 1 min 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
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
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
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
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
