Europe Commercial Property Chart Pack

Europe Commercial Property Chart Pack (Q4 2025)

Softening rental growth and steady yields weighed on capital value growth in many markets in Q3. And this is likely to continue, with our Capital Value Lead Indicator pointing to a further slowdown in...

24th November 2025 · 0 mins read

US Commercial Property Chart Pack

US Commercial Property Chart Pack Q4 2025

All-property capital values were flat in Q3 and our CE Capital Value Lead Indicator suggests more of the same in Q4 and into early 2026. Lagging appraisal adjustments and still-high financing costs...

20th November 2025 · 0 mins read

Europe Commercial Property Valuation Monitor

Europe Commercial Property Valuation Monitor (Q4 2025)

Commercial property valuations held steady in Q3, supported by lower equity dividend yields despite higher government bond yields. Looking ahead, there is limited scope for falls in government bond...

19th November 2025 · 0 mins read

UK Commercial Property Update

Key client questions from our commercial property in 2026 roundtables

Recently we held a series of roundtable discussions with clients in our London office about the outlook for commercial real estate in 2026 and beyond. This note shares our answers to some of the most...

18th November 2025 · 6 mins read

APAC Commercial Property Chart Pack

APAC Commercial Property Chart Pack (Q4 2025)

Asia-Pacific all-property capital value declines slowed further with Q3 down just 1.1% y/y. Yet we expect the recovery to be modest, constrained by high risk-free rates and limited rental growth...

18th November 2025 · 1 min read

US Commercial Property Rapid Response

US Commercial Property Lending (Oct.)

17th November 2025 · 1 min read

US Commercial Property Update

Senior housing returns to exceed 10% p.a. over 2026-30

Solid demand and a lack of new supply mean we expect senior housing vacancy rates to reach record lows in 2027 and stay at low levels in the following years, helping rent gains averages 4.5% p.a. over...

13th November 2025 · 3 mins read

Event

Drop-In: US Commercial Real Estate Outlook for 2026 and beyond

16th December 2025, 3:00PM GMT

In the face of tariffs, mixed economic data and ongoing geopolitical uncertainty, the CRE market has shown a slow but steady recovery path this year.

Europe Commercial Property Update

RICS surveyors’ expectations for EZ property recovery downgraded

The RICS survey showed a softening in demand, investment enquiries and the outlook for capital values in the euro-zone in Q3, consistent with our view that the commercial property recovery will weaken...

13th November 2025 · 3 mins read

UK Commercial Property Valuation Monitor

UK Commercial Property Valuation Monitor (Q4 25)

Property valuations saw a minor improvement in Q3, thanks to a fall in dividend yields, but property still looks overvalued. Looking ahead, a fall in the 10-year gilt yield since the end of Q3 should...

12th November 2025 · 1 min read

Europe Commercial Property Update

Prime office rents set to outperform consensus expectations

The consensus view of European prime office rental growth was generally revised up for this year and next. Even so, we remain more upbeat than the consensus given our view that low levels of new...

12th November 2025 · 3 mins read

APAC Commercial Property Valuation Monitor

APAC Commercial Property Valuation Monitor (Q4 2025)

Asia-Pacific valuation scores were unchanged in Q3, as property and bond yields saw little movement. While most markets are now fairly valued according to our scores, we expect high risk-free rates to...

7th November 2025 · 1 min read

Europe Commercial Property Update

Demographic projections point to resi underperformance in French and German cities

Population growth is expected to slow over the next five years, but projections show wide differences across European cities. French and German markets are set to see the weakest demographic growth...

6th November 2025 · 3 mins read

UK Commercial Property Rapid Response

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

6th November 2025 · 1 min read

Europe Commercial Property Update

Corporate bonds more supportive of French property valuations

Rises in French government bond yields point to material increases in property yields in the next year or so. However, corporate bond yields, as an alternative benchmark, suggest less need for...

5th November 2025 · 3 mins read