UK Commercial Property Rapid Response Lending to commercial property (Dec. 24) 30th January 2025 · 1 min read
UK Commercial Property Update UK industrial investment to remain subdued The latest investment figures suggest an upturn in industrial activity after a long slump. But given both stretched valuations and continued economic uncertainty, it may be too early to rule out a... 29th January 2025 · 3 mins read
US Commercial Property Update NCREIF Q4 Index - Gap between US CRE appraisals and sales prices to close in 2025 The Q4 data suggest that appraisals are lagging the market correction, with transaction-based cap rates still significantly above those reported in the indices. Our expectation that this gap closes in... 27th January 2025 · 3 mins read
US Commercial Property Update Trump and US CRE: Four key client questions The first week of the new Trump administration hasn’t thrown up any huge surprises in terms of policy announcements. But there remains considerable uncertainty about the impact of those policies and... 24th January 2025 · 4 mins read
Europe Commercial Property Update Global real estate can shake off latest bond yield rises Renewed rises in market interest rates across the UK, US and euro-zone have prompted questions about the implications for real estate. For now, we think the upside risk to property yields is small. We... 23rd January 2025 · 8 mins read
UK Commercial Property Chart Pack UK Commercial Property Chart Pack (Jan. 25) The rise in gilt yields since the start of the year will weigh on transactions and put upward pressure on property yields over the next couple of months. But we still think risk-free interest rates... 22nd January 2025 · 1 min read
Europe Commercial Property Update Downsizing not the only concern for German office demand The underperformance of the German office-based jobs sector since 2019 has been stark and the weak outlook for the economy suggests a material reversal is unlikely in the next five years. This will... 22nd January 2025 · 3 mins read
US Housing Market Rapid Response Housing Starts (Dec. 2024) The large rebound in housing starts and continued resilience of building permits in December provides some support to our forecast that starts will remain solid in the first half of the year. However... 17th January 2025 · 2 mins read
UK Commercial Property Update Are clouds forming over the UK property investment outlook? With commercial property capital values stabilising and credit conditions easing, the stage was set for a decent recovery in investment this year. However, the recent rise in gilt yields has cast a... 17th January 2025 · 3 mins read
Europe Commercial Property Update French industrial rent prospects slip down the rankings Slowing economic growth and rising availability will hold back French industrial rental growth this year, with affordability concerns likely to be an additional drag in Paris. This will leave the... 15th January 2025 · 3 mins read
UK Commercial Property Update Drop in foreign students a small risk for PBSA rents At first glance the 24% y/y drop in sponsored study visas in Q3 2024 spells bad news for PBSA rents. But the cause of that drop - new rules banning international students from bringing dependents -... 14th January 2025 · 3 mins read
Europe Commercial Property Update Madrid offices will continue to outperform Madrid has seen some of the region’s strongest prime office rental growth in the recent past. While the factors supporting this surge may weaken slightly over time, we think that rent and returns... 14th January 2025 · 3 mins read
Event Drop-In: UK Commercial Property in 2025 – Do higher gilt yields augur ill? 1737644400 UK commercial property finally turned a corner in 2024 after a few painful years.
US Commercial Property Update Fires in LA highlight rising climate-related risk to CRE While commercial real estate insurance premiums remain elevated, their growth dropped back substantially last year. But as the West and Gulf coasts still face the greatest threat from climate risks... 13th January 2025 · 3 mins read
Event Drop-In: US Commercial Real Estate in 2025 – How much pain, how much gain? 1737558000 After the market bottomed last year, where will the opportunities and risks lie in US commercial real estate in 2025?
Global Commercial Property Chart Pack Global Commercial Property Chartpack (Q4 2024) 2024 likely marked the bottom in all-property values in Europe, but we expect further falls in the US in 2025. That said, US performance should improve further ahead, outpacing the euro-zone over the... 9th January 2025 · 1 min read
