APAC Commercial Property Update APAC sentiment trails other regions in Q2 RICS survey The latest RICS survey showed that overall sentiment in Asia-Pacific is weaker than in other regions, but that there is significant variance within the region. Japan and Australia stood out as clear... 1st August 2025 · 3 mins read
Europe Commercial Property Update Q2 RICS survey shows muted euro-zone CRE recovery The latest RICS survey indicated that the recovery in occupier and investor demand in the euro-zone was muted in Q2. While the reduction in tariff uncertainty should support demand further ahead, the... 31st July 2025 · 2 mins read
US Commercial Property Update Q2 US RICS survey shows investment demand dented by uncertainty While occupier market trends were mixed, the Q2 RICS survey showed a distinct downturn in investment market sentiment, with investment enquiries – and particularly those from abroad – well down from... 31st July 2025 · 3 mins read
UK Commercial Property Update RICS survey shows a stagnant UK commercial real estate market The RICS survey showed that occupier demand was still weak in Q2, with firms reluctant to expand in the face of higher costs and an uncertain economic outlook. In line with that, rental and capital... 31st July 2025 · 3 mins read
APAC Commercial Property Update HK offices won’t reclaim 2018 peaks over the next decade Hong Kong’s office market has long demonstrated resilience in weathering economic storms, but the current downturn is unlike any cycle since at least the 1990s. Facing simultaneous structural and... 31st July 2025 · 4 mins read
UK Commercial Property Rapid Response Lending to commercial property (Jun. 25) 29th July 2025 · 1 min read
Europe Commercial Property Update Tariff uncertainty drags on Q2 CRE investment The recovery in euro-zone investment paused in Q2 against a backdrop of trade policy and economic uncertainty. While the trade deal means some of that uncertainty has reduced, we expect that the... 29th July 2025 · 3 mins read
US Commercial Property Update NCREIF Q2 2025: Another disappointingly muted release At 1.2% q/q, second quarter returns were roughly in line with expectations. But the data support our view that appraisals don’t fully reflect the drop in values needed for assets to transact. While a... 28th July 2025 · 3 mins read
Global Commercial Property Update Global CRE to outperform other assets Although a forecast global real estate return of sub-6% p.a. over the next decade appears disappointing, compared to other assets it stacks up well. We expect sub-4% total returns for both global... 24th July 2025 · 4 mins read
UK Commercial Property Chart Pack UK Commercial Property Chart Pack (Jul. 25) Yields for the main commercial property sectors have been remarkably stable over past 18 months, and we expect that stability will continue. That means capital value growth will average under 3% p.a... 24th July 2025 · 1 min read
Europe Commercial Property Update Improving CRE lending outlook unlikely to boost investment Recent surveys of real estate lenders point to a continued improvement in the European commercial real estate lending environment. However, with refinancing still dominating lending activity, this is... 23rd July 2025 · 3 mins read
US Commercial Property Update US offices divergence poses both a risk and an opportunity We expect the divergence in performance between the best performing offices and the rest to persist through our forecast. This will see further capital value falls in average and poorer quality space... 22nd July 2025 · 5 mins read
Europe Commercial Property Update Netherlands prime office rent performance to slow Low vacancy and limited new completions this year will see Rotterdam rent growth continue to outperform Amsterdam over 2025, before supply picks up substantially in 2026. That will bring rent growth... 18th July 2025 · 3 mins read
UK Commercial Property Update Will lender confidence drive UK commercial property capital values up? The current narrow spread between property yields and financing costs, combined with bullish lender capital value expectations, might be seen as an indication that a credit cycle is brewing and... 18th July 2025 · 4 mins read
Australia & New Zealand Economics Weekly ANZ Weekly: Labour market not an obstacle to RBA rate cuts The strong uptick in Australia's unemployment rate in June may be overstating the actual degree of slack in the labour market. After all, the underutilisation rate remains historically low and... 18th July 2025 · 5 mins read
US Commercial Property Update US consumer sector divergence echoed in winning retailer types The retail sector was suffering before the rise in tariffs as consumers were hit by higher costs and interest rates. But digging deeper exposes a divergent picture between higher and lower-earning... 15th July 2025 · 3 mins read
