Europe Commercial Property Chart Pack

Europe Commercial Property Chart Pack (Q3 2025)

Tariff uncertainty weighed on investment and industrial property in particular in Q2. However, we don’t expect much recovery in H2 as long-term interest rates rise and economic growth softens. Indeed...

20th August 2025 · 0 mins read

US Commercial Property Valuation Monitor

US Commercial Property Valuation Monitor (Q3 2025)

Valuation scores held steady in Q2 and continue to suggest the sector is a little overvalued. This underpins our view that values still need further falls to support a stronger pickup in investment...

19th August 2025 · 0 mins read

Europe Commercial Property Valuation Monitor

Europe Commercial Property Valuation Monitor (Q3 2025)

Commercial property valuations improved in Q2 this year as alternative asset yields fell even though prime property yields edged slightly lower. Looking ahead, we think government bond yields will...

18th August 2025 · 0 mins read

APAC Commercial Property Valuation Monitor

APAC Commercial Property Valuation Monitor (Q3 2025)

The decline in Q2 government bond yields boosted APAC valuation scores. But with risk-free rates still high, property yields will not see meaningful falls.

18th August 2025 · 1 min read

Europe Commercial Property Update

Spanish industrial rent outlook solid, but little room for yield falls

The solid pace of economic growth in Spain over the next couple of years will continue to support robust rates of industrial rental growth. However, we don’t think that will be enough to justify large...

14th August 2025 · 3 mins read

Global Commercial Property Update

Global CRE needs a reset for real recovery to take hold

With interest rates staying high and closed-end funds already sitting on a large volume of investors’ capital, global real estate fundraising looks set to stay in the doldrums. We think the sector...

13th August 2025 · 5 mins read

UK Commercial Property Update

Strong rent prospects support UK industrial valuations

Decent rental growth expectations and a narrowing risk premium imply that industrial is only marginally overvalued, despite an historically narrow gap between industrial yields and alternative asset...

12th August 2025 · 3 mins read

UK Commercial Property Valuation Monitor

UK Commercial Property Valuation Monitor (Q3 25)

Property valuations were unchanged in Q2, with both property and alternative asset yields steady over the quarter.

7th August 2025 · 1 min read

US Commercial Property Update

A mid-year stock-take on US sector and metro level job growth

We expect office-based jobs growth to remain at a standstill through 2026 as the tech sector cuts back and AI fills some of the gap. At the metro level though, our expectations are broadly unchanged...

6th August 2025 · 4 mins read

UK Commercial Property Rapid Response

S&P Global/ CIPS UK Construction PMI (Jul. 25)

The headline CIPS construction PMI dropped back in July to 44.3, the lowest since May 2020 when COVID lockdowns impacted activity.

6th August 2025 · 1 min read

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