UK Commercial Property Data Response IPF Consensus Forecasts (Q1 14) Respondents to the latest IPF Consensus survey more or less doubled their projections for capital value growth this year, reflecting a view that yields will fall more quickly than previously thought... 28th February 2014 · 1 min read
Europe Commercial Property Update Is a downturn looming for Turkish retail property? Reflecting the recent hike in official interest rates, credit growth and consumer spending in Turkey are vulnerable to a slowdown. In turn, and given that rents are high while yields are low, there is... 27th February 2014 · 1 min read
Europe Commercial Property Update Are Stockholm retail rents poised to take-off again? Retail rental values in Stockholm ended 2013 strongly, rising by 2%q/q in Q4. This pushed the annual rate of rental growth above 2% for the first time since mid-2012. We expect rental growth to... 26th February 2014 · 1 min read
UK Commercial Property Chart Pack Investment market pauses for breath after busy year-end Investment market activity made a slightly subdued start to 2014, but at least part of this looks likely to have been due to some deals having been “pulled forward” into December. Either way, we think... 24th February 2014 · 1 min read
UK Commercial Property Focus How far and fast might non-prime capital values rise? As we had been anticipating, non-prime property has started to outperform prime. Our forecast is that average non-prime capital values rise by 10% this year and about 6% in 2015. That will be stronger... 20th February 2014 · 1 min read
UK Commercial Property Update Has the retail occupier market turned for the better? Anecdotal evidence suggests that, in general, the worst has passed for retail occupier markets. This is yet to become absolutely apparent in the IPD data, but at least more segments are now recording... 19th February 2014 · 1 min read
Europe Commercial Property Update Is Portugal the next Ireland? Some of the conditions that preceded Ireland’s strong investment market recovery a couple of years ago are now evident in Portugal. GDP is expanding at a decent rate, while the deficit reduction... 18th February 2014 · 1 min read
Non-Euro Europe Commercial Property Chart Pack Property yields continue to edge lower Investment demand for commercial property in 2013 as a whole was relatively strong in the UK and Emerging Europe. But it weakened in Scandinavia, despite signs of improving economic fundamentals and... 13th February 2014 · 1 min read
UK Commercial Property Outlook The recovery will continue to accelerate The commercial property market is in something of a “sweet spot” at present, with improved investor confidence and low interest rates supportive of yield falls, and the growing economy likely to kick... 11th February 2014 · 1 min read
Europe Commercial Property Chart Pack First signs of occupier market stabilisation? Further rises in euro-zone economic activity and sentiment over the past few months have helped to maintain a robust level of investment demand for commercial property in the region. And in contrast... 7th February 2014 · 1 min read
Europe Commercial Property Update Central Europe – where are the prospects for industrial rents brightest? The recent surge in industrial confidence in Hungary increases the upside risks around our forecasts for industrial rental value growth. But after taking account of existing spare capacity, the... 5th February 2014 · 1 min read
UK Commercial Property Update Industrial rents on course for a strong rise this year Recent data suggest that occupier demand for industrial property is recovering at least as strongly and widely as for the other sectors. Although there are signs that developers are already planning a... 5th February 2014 · 1 min read
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
