UK Commercial Property Data Response CIPS/Markit Construction PMI (Jan 14.) The CIPS/Markit construction PMI suggests that, in January, commercial property developers expanded their workloads at the fastest pace in more than six years. Clearly, developers are confident about... 4th February 2014 · 1 min read
Europe Commercial Property Update How good is the outlook for Copenhagen property? Evidence of a budding economic recovery and a comparatively high level of property yields have boosted investor interest in Copenhagen. There are reasons not to get carried away. But the upside risks... 30th January 2014 · 1 min read
UK Commercial Property Data Response RICS Commercial Property Market Survey (Q4 13) Today’s RICS survey showed that the occupier market recovery now encompasses all sectors and regions, pointing to healthy gains in rents this year. 28th January 2014 · 1 min read
Europe Commercial Property Update Time to reassess the outlook for peripheral property yields? Strong investment market activity in the fourth quarter, particularly in Spain and other peripheral markets, suggests that our 2014 forecast for unchanged yields in most euro-zone property markets may... 28th January 2014 · 1 min read
UK Commercial Property Chart Pack The occupier market recovery is broadening All-property rental values rose by 0.25%m/m in December, the fourth rise in a row and the largest since November 2007. Offices and industrial property are faring best, but there are also signs that a... 23rd January 2014 · 1 min read
Europe Commercial Property Update Where next for Russian property yields? The strength of the Russian investment market may suggest that our forecast for unchanged office and retail yields this year and next is too cautious. But the subdued economic outlook, the falls in... 22nd January 2014 · 1 min read
UK Commercial Property Update Survey may overstate the outlook for London office rents The tone of the latest CBI/PwC Financial Services survey was very positive and bodes well for the Central London office market in 2014. Although strong supply growth will tend to be a restraint on... 20th January 2014 · 1 min read
Europe Commercial Property Update Real estate equities point to period of weakness in euro-zone values The recent weakness in euro-zone real estate equity prices suggests that capital value growth in the physical property market will slow to zero over the coming quarters. Improved confidence within the... 20th January 2014 · 1 min read
UK Commercial Property Update Return of institutions to the investment market is a good sign Commercial property transactions activity was strong in 2013 but, rather than the headline deals total, we think that the return of UK-based institutions to the investment market was more noteworthy... 16th January 2014 · 1 min read
Europe Commercial Property Update Are investors starting to shun Paris? Perhaps unsurprisingly given the weak state of the French economy, the Ile-de-France office occupier downturn stepped up a notch in 2013. More notable, though, was the fall in the investment volume... 15th January 2014 · 1 min read
Europe Commercial Property Update Warsaw office rental downturn ending, but recovery still some way off It now looks likely that Warsaw office rents fell by between 3% and 5% last year, in line with our forecasts. We think that office rents should now stabilise, as occupier demand turns increasingly... 14th January 2014 · 1 min read
Europe Commercial Property Update Subdued sentiment to hold back European property values The surge in UK economic sentiment appears to be breathing new life into occupier markets outside London and is a key reason why we expect commercial property values in the UK as a whole to do well in... 9th January 2014 · 1 min read
Europe Commercial Property Update Next move in Spanish office vacancy rates likely to be downwards Signs that Spain's labour market has now turned a corner, both nationally and in its two largest cities, are clearly good news for office occupier markets. Falls in unemployment over the past year... 7th January 2014 · 1 min read
Europe Commercial Property Update Another good year in store for European logistics investment volumes Together with the fact that European logistics property yields look high in relation to the other main commercial property sectors, we think that the message from Eurostat's 2013 household ICT usage... 2nd January 2014 · 1 min read
UK Commercial Property Chart Pack Institutions' return to the investment market continues For the third month in a row, November saw all-property rental values tick up by 0.1%m/m. Clearly these are modest gains. But rental growth should accelerate next year as a more broad-based occupier... 23rd December 2013 · 1 min read
UK Commercial Property Data Response Institutional Investment in Property (Q3 13) As we suggested was likely to be the case, net sales of commercial property by investing institutions in the second quarter proved to be just a temporary blip. Institutions made strong net purchases... 20th December 2013 · 1 min read
