India Economics Weekly Data centre constraints, equities to outperform, July CPI Reports this week that Google’s planned AI data centre in Andhra Pradesh is facing stiff opposition over its environmental impact have highlighted the challenges facing India’s digital ambitions... 7th August 2026 · 3 mins read
UK Commercial Property Valuation Monitor UK Commercial Property Valuation Monitor (Q3 26) Property valuations improved in Q2 as the 10-year gilt yield edged down and property yields saw little movement. Given our expectation that the 10-year gilt yield will drop to 4.5% by the end of 2026... 6th August 2026 · 1 min read
Global Commercial Property Update AI will boost office demand in tech hubs as long as the bubble lasts We expect AI firms to drive office demand in key tech hubs as they expand and compete for top talent, although this exposure heightens the downside risk for the least diversified tech markets if we... 6th August 2026 · 6 mins read
UK Commercial Property Rapid Response S&P Global/CIPS UK Construction PMI (July 26) There was a sharp rebound in the construction PMI in July, with the headline measure bouncing back to 44.7, not far off its average level in the first three months of the year. However, although we... 6th August 2026 · 1 min read
Europe Commercial Property Valuation Monitor Europe Commercial Property Valuation Monitor (Q3 2026) Commercial property valuations improved in Q2 as alternative asset yields fell and property yields edged slightly higher. While rises in government bond yields so far in Q3 will be a drag, we expect... 5th August 2026 · 0 mins read
Australia & New Zealand Chart Pack ANZ Chart Pack (August 2026) Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. Data released over the past month showed that Australia's labour market, housing market, and... 3rd August 2026 · 1 min read
UK Commercial Property Update RICS survey implies risk of UK commercial property capital value falls is declining The Q2 RICS survey showed little change from the previous quarter, although a rise in capital value expectations suggests the impact of the Iran war on yields is now projected to be smaller. Overall... 30th July 2026 · 3 mins read
US Commercial Property Office Metros Outlook NOI growth to be key driver of winning and losing office markets The Southern metros are set to dominate the fastest-growing markets in terms of occupancy and rent growth with Miami, Dallas and Houston the top three markets in our rankings of NOI growth over 2026... 30th July 2026 · 6 mins read
UK Commercial Property Rapid Response Lending to UK commercial property (June 26) Net lending to commercial property totalled just £47mn in June, the lowest outturn since March 2024 and consistent with the slowdown in investment activity in Q2 on the back of uncertainty caused by... 29th July 2026 · 1 min read
US Commercial Property Update NCREIF Q2 2026: Returns rangebound for sixth quarter Q2’s total return of 1.3% was dominated by the income component, with cap rates and capital values broadly steady. Meanwhile, aside from senior housing, where quarterly returns hit 3.9% in Q2, sector... 27th July 2026 · 3 mins read
UK Commercial Property Chart Pack UK Commercial Property Chart Pack (Jul. 26) Higher risk-free interest rates and uncertainty from the war in Iran have led banks to tighten the availability of lending to commercial real estate. But property equities pricing has recovered from... 22nd July 2026 · 1 min read
Global Commercial Property Update Housing wealth underpins demand for active adult communities Demographics are less favourable for active adult communities than care homes. However, high net housing wealth among older households will support demand, especially in markets with more older people... 21st July 2026 · 4 mins read
Global Commercial Property Update UK commercial property investment to catch-up with US as rates fall back A divergence in risk-free interest rates in the UK and US since the end of 2024 has led to a marked difference in the level of commercial property investment between the two countries, in part because... 20th July 2026 · 3 mins read
US Commercial Property Outlook Senior housing and retail lead the pack for 2026-30 returns Real estate returns over the coming years will be dominated by the income component, as an increase in cap rates to fully reflect the higher yield environment offsets support for values from rising... 17th July 2026 · 20 mins read
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) At $9.1bn, net lending by banks to commercial real estate in June slowed slightly from a downwardly-revised May figure, consistent with a solid start to the year for investment. 13th July 2026 · 1 min read
