Europe Commercial Property Valuation Monitor Europe Commercial Property Valuation Monitor (Q2 2025) Commercial property valuations worsened in Q1 this year as alternative asset yields rose while prime property yields edged slightly lower. Looking ahead, we think there is limited scope for falls in... 15th May 2025 · 0 mins read
Europe Commercial Property Update CE below consensus on prime office rent outlook There is broad agreement amongst forecasters that prime rental growth will slow over the next couple of years. However, we think the slowdown could be sharper than the consensus expects, especially if... 14th May 2025 · 3 mins read
UK Commercial Property Valuation Monitor UK Commercial Property Valuation Monitor (Q2 25) Property valuations worsened in Q1 for the second quarter in a row as property yields saw little change even as gilt yields rose. 13th May 2025 · 1 min read
US Commercial Property Update Q1 US CRE activity sprouts, but tariffs weigh on recovery Commercial real estate investment climbed on a y/y basis in Q1, but recent surveys revealed that the unpredictability of policy changes and tariffs have dampened investor confidence. We expect this to... 12th May 2025 · 3 mins read
US Commercial Property Update US domestic migration trends to persist, but flows from abroad are at risk The latest data from the Census Bureau show that regional and metro-level migration trends seen in the post-pandemic years persisted up to mid-2024. But the six major markets, along with other large... 8th May 2025 · 4 mins read
UK Commercial Property Update UK single-family homes an attractive option for investors Single-family homes have outperformed other residential sectors over the past four years as a race for space and stretched homebuyer affordability have supported demand, at the same time as developers... 7th May 2025 · 4 mins read
Europe Commercial Property Update Euro-zone investment outlook downgraded given tariff uncertainty The gradual recovery in European investment continued in Q1 but going forward transaction totals are likely to be weak as a result of uncertainty around tariffs and the potential downside to property... 7th May 2025 · 3 mins read
UK Commercial Property Rapid Response S&P Global/ CIPS Construction PMI (Apr. 25) The headline CIPS construction PMI edged up to 46.6 in April, from 46.4 in March. That left the balance below 50 and consistent with a contracting construction sector. 7th May 2025 · 1 min read
US Housing Market Outlook US Housing Outlook: Market in need of rate relief that is not coming President Trump’s inflationary trade and immigration policies leave no clear path to the lower borrowing costs that the housing market desperately needs. A tariff-driven resurgence in inflation will... 2nd May 2025 · 15 mins read
UK Commercial Property Rapid Response Lending to UK commercial property (Mar. 25) 1st May 2025 · 1 min read
US Commercial Property Update Amazon expansion unlikely to bring turnaround for industrial Demand from Amazon has been a key driver of industrial fortunes over recent years, so the announcement of a new $15bn injection in the US was greeted warmly by market watchers. But, while this should... 30th April 2025 · 3 mins read
Europe Commercial Property Update Swedish industrial real estate prospects remain poor Stockholm was one of the worst performing industrial markets in western Europe last year. And despite our relatively upbeat outlook for the Swedish economy, we think the coming years will herald more... 29th April 2025 · 3 mins read
UK Commercial Property Update Could UK commercial property benefit from US tariffs? The UK economy is relatively well insulated from the rise in US tariffs, and property even more so. Indeed, while the overall direct impact is likely to be small, some commercial sectors may even see... 29th April 2025 · 4 mins read
US Commercial Property Update NCREIF Q1 Index shows US commercial property values now rising, but valuation gaps persist The NCREIF Property Index (NPI) recorded a third consecutive quarter of positive total returns in Q1 2025, driven primarily by income. Although capital value growth turned positive, questions remain... 28th April 2025 · 2 mins read
UK Commercial Property Update RICS survey points to a subdued UK commercial property recovery The Q1 RICS survey showed little change from the previous quarter, with surveyors pointing to subdued levels of occupier demand and elevated availability. That points to a slowdown in rental growth... 25th April 2025 · 3 mins read
US Commercial Property Update Q1 RICS survey shows resilient US CRE sentiment, but downside risks ahead The Q1 RICS US commercial property survey reported steady investment sentiment. That is in line with our belief that the market is headed for an upturn, although the impact of new tariffs and the... 25th April 2025 · 3 mins read
