US Commercial Property Update

Office sector turnaround clear in Q2 RICS survey

The Q2 RICS survey suggests that while Iran War-related uncertainty isn’t derailing the recovery, it is dampening its pace. But the office sector appears to be emerging from the clouds that have...

19th August 2026 · 3 mins read

UK Commercial Property Chart Pack

UK Commercial Property Chart Pack (Aug. 26)

Higher risk-free interest rates and uncertainty from the war in Iran are now beginning to push up property yields and all-property capital value growth has fallen to zero. But we still think the 10...

19th August 2026 · 1 min read

Europe Commercial Property Update

Deterioration in sentiment largely reversed in Q2 RICS survey

The Q2 RICS survey suggests surveyors are now less pessimistic about the Iran war’s impact on European commercial property markets. And while credit conditions deteriorated further, other survey...

19th August 2026 · 2 mins read

US Commercial Property Rapid Response

US Commercial Property Lending (July 2026)

Net lending by banks to commercial real estate excluding farms slowed in July to $4.1bn, from $8.9bn in June. That’s the lowest total since April 2025. Slower net lending against both multifamily and...

14th August 2026 · 1 min read

US Commercial Property Update

Major gains for Midwest markets in warehouse rankings

Our updated analysis of 34 major industrial markets shows an improvement in the rent growth prospects for many Midwest markets, with big year-on-year gains in Cleveland, Detroit, Indianapolis and St...

13th August 2026 · 3 mins read

UK Commercial Property Update

EPC changes bad news for owners of older, large UK offices

Proposed changes to energy regulations mean the required EPC rating of at least a B will be pushed back only one year, to 2031, but it will now only apply to buildings larger than 1,000 sq. m. However...

13th August 2026 · 4 mins read

US Housing Market Outlook

Housing recovery still some way off

Strengthening economic growth will not provide much of a lift to the housing market, which we expect to remain in its structural malaise as mortgage rates stay above 6% over the forecast period. We...

12th August 2026 · 11 mins read

Europe Commercial Property Update

Investment recovery will not be pushed off course by Iran war

Lower interest rates and an improving bank lending environment mean we expect euro-zone investment to pick up in H2, allowing the full-year total to rise by somewhat more than the 15% annual rate of...

11th August 2026 · 3 mins read

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