US Housing Market Chart Pack US Housing Market Chart Pack (Feb. 25) We think the window for further Fed interest rate cuts has closed, so mortgage rates should remain near their current 7% level this year, before a little more relief arrives in 2026. There will still... 18th February 2025 · 1 min read
US Commercial Property Rapid Response Return-to-office headlines obscuring the truth 17th February 2025 · 2 mins read
UK Commercial Property Valuation Monitor UK Commercial Property Valuation Monitor (Q1 25) Property valuations worsened in Q4 as alternative asset yields rose and property yields essentially held steady. 13th February 2025 · 1 min read
UK Commercial Property Update Retail is back, but online will remain a drag into the 2030s Five years ago, the retail sector was staring at the abyss, as lockdowns and virus-related restrictions worsened what was already a crisis in demand. The turnaround since has been dramatic. But while... 12th February 2025 · 5 mins read
Europe Commercial Property Update Euro-zone CRE investment outlook still gloomy After a strong Q4, a shaky start to 2025 has highlighted the fragility of the recovery in euro-zone commercial real estate investment. We still expect transaction volumes to rise over the remainder of... 11th February 2025 · 5 mins read
US Commercial Property Update US office inventory to shrink further by 2030 While 2024 was the first year in which inventory removals outpaced completions, we expect strong conversions activity to make it the first of many. Indeed, thanks to further declines in office... 10th February 2025 · 3 mins read
UK Commercial Property Update Will new London office supply run dry from 2027? The Central London office pipeline looks set to go from feast to famine over the next few years, with a sharp drop in planned completions from 2027. But we doubt new office supply will run dry... 10th February 2025 · 4 mins read
Event Real Estate Drop-In: Asia-Pacific commercial real estate – Risks to this recovery 1751527800 Asia-Pacific is heading for its weakest commercial real estate recovery on record.
Event Real Estate Drop-In: How the pandemic continues to shape UK and European real estate markets 1747742400 Five years on and the pandemic is continuing to impact real estate, influencing how we work, where we live and how we spend.
Event Real Estate Drop-In: How the pandemic continues to shape US real estate markets 1747753200 Five years on and the pandemic is continuing to impact real estate, influencing how we work, where we live and how we spend.
Europe Commercial Property Update Risk of CRE debt distress greater in the EZ than the UK A stabilisation in capital values and decline in interest rates have sparked optimism that we may be past the worst of the real estate debt refinancing challenge. That indeed looks to be the case in... 6th February 2025 · 7 mins read
UK Commercial Property Rapid Response S&P Global/ CIPS UK Construction PMI (Jan. 25) The headline CIPS construction PMI dropped to 48.1 in January, from 53.3 in December, indicating the first contraction in activity since February 2024. 6th February 2025 · 1 min read
US Commercial Property Update COVID five years on: How the pandemic continues to shape real estate markets Five years on from the start of the pandemic and the structural shifts it brought about continue to underpin real estate performance. Over the coming weeks, we will publish a series of pieces that... 5th February 2025 · 3 mins read
UK Commercial Property Update RICS survey supports our call of a modest UK commercial property recovery Concerns about the impact of the Budget, coupled with higher interest rates, led to a moderation in commercial property demand according to the Q4 RICS commercial survey. Capital value expectations... 30th January 2025 · 3 mins read
US Commercial Property Update Q4 RICS survey confirms US CRE recovery is on its way The Q4 RICS commercial property survey saw investment sentiment turn positive for the first time since 2022 and a shift in perceptions of cycle phase, with the majority now believing we have reached... 30th January 2025 · 3 mins read
Europe Commercial Property Update European CRE sentiment too weak to set recovery alight in 2025 The latest RICS survey showed further improvement in occupier and investor demand in Europe. However, with the uptick in sentiment only small, the market looks to be struggling to gain momentum... 30th January 2025 · 6 mins read
