Australia & New Zealand Chart Pack ANZ Chart Pack (Feb. 2026) Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. The continued acceleration in Australia’s underlying inflation at the start of the year vindicates the... 25th February 2026 · 1 min read
Europe Commercial Property Chart Pack Europe Commercial Property Chart Pack (Q1 2026) Slightly lower prime property yields supported property values across most markets in 2025. However, we expect property yields to hold broadly steady this year and capital value growth to slow. 24th February 2026 · 0 mins read
Global Commercial Property Update Supply cuts won’t spark immediate logistics recovery Global new industrial supply has been contracting rapidly, hitting its lowest level in a decade as developers pull back. However, we expect demand to fall short of supply again this year, delaying a... 18th February 2026 · 3 mins read
US Commercial Property Rapid Response NYC won't be alone in facing difficult budget decisions New York City Mayor Zohran Mamdani's proposal for a 9.5% property tax hike to help address a shortfall in the city's budget is likely to be reflected in many other major US cities over the coming... 18th February 2026 · 2 mins read
US Commercial Property Update Foreign capital flows to the US set to stay at low levels The US’ relatively strong economic growth outlook and large data center market are likely to support a pick-up in foreign demand for US assets after the cross-border share of purchases fell to at... 17th February 2026 · 4 mins read
Europe Commercial Property Valuation Monitor Europe Commercial Property Valuation Monitor (Q1 2026) Commercial property valuations held steady in Q4, with falling equity dividend yields offsetting rising government bond yields. Looking ahead, falls in western European government bond yields this... 17th February 2026 · 0 mins read
US Commercial Property Rapid Response US Commercial Property Lending (Jan.26) Net lending by banks to commercial real estate softened at the start of 2026 to $4.5bn in January, the lowest since September 2025. But the total of $33bn over the past three months represents a... 13th February 2026 · 1 min read
Europe Commercial Property Update Softer data point to weaker retail revival in the euro-zone The data for euro-zone retail rents have been notably weaker since mid-2025. Given this and the fragile economic backdrop, we think that any retail recovery over the next year or more will now be... 12th February 2026 · 3 mins read
UK Commercial Property Valuation Monitor UK Commercial Property Valuation Monitor (Q1 26) Property valuations saw a further small improvement in Q4 as alternative asset yields edged back. Looking ahead, steady property yields and a further decline in the 10-year gilt yield will help nudge... 11th February 2026 · 1 min read
US Housing Market Update Buy versus rent dynamics favour apartment markets in the Midwest and New York State The large cost gap between buying and renting today underpins our upbeat national apartment demand forecast. Applying the same logic at the city level, demand in Midwestern and New York State metros... 10th February 2026 · 5 mins read
Europe Commercial Property Update Q4 RICS survey highlights weakness in German and French markets The Q4 RICS survey pointed to a largely stable euro-zone commercial property market at the end of last year. However, there were marked differences between prime and secondary assets as well as within... 10th February 2026 · 2 mins read
APAC Commercial Property Update RICS survey shows APAC sentiment on an uptrend The Q4 RICS Commercial Property Survey showed sentiment for Asia-Pacific stayed on an uptrend, though it hasn’t yet turned positive. Mainland China remained a significant drag on the region, while... 10th February 2026 · 3 mins read
US Commercial Property Update Q4 RICS survey shows US real estate market well into recovery phase The latest RICS survey showed that US commercial real estate is now well into the recovery phase, with improvements across the occupier and investment indicators. Rental expectations are therefore... 9th February 2026 · 3 mins read
UK Commercial Property Update A strong Q4 doesn’t mean UK commercial property investment is set to boom Commercial property investment hit a record high in Q4, but we doubt that signals the start of a strong recovery. Admittedly, a fall in financing costs will give transactions something of a boost in... 6th February 2026 · 4 mins read
UK Commercial Property Rapid Response S&P Global/CIPS UK Construction PMI (Jan. 26) The headline CIPS construction PMI leapt to 46.4 in January, a level broadly in line with September 2025 after three particularly weak months at the end of 2025. Nevertheless, that kept the index in... 5th February 2026 · 1 min read
APAC Commercial Property Valuation Monitor APAC Commercial Property Valuation Monitor (Q1 2026) Asia-Pacific valuation scores worsened in Q4 as bond yields rose across markets while property yields held flat. As we expect risk-free rates to remain high, all-property valuations are likely to stay... 5th February 2026 · 1 min read
