UK Commercial Property Data Response Commercial property investment (Nov.) Although investment activity has picked up gradually over 2018, the low value of deals completed in November suggests that commercial property investment will struggle to reach 2017 totals this year... 12th December 2018 · 1 min read
Europe Commercial Property Focus Can London office and retail outperform the rest of Europe? London office and retail property are set to produce only middling performance in the next few years, when compared to Western Europe’s other major markets. We think London’s large development... 12th December 2018 · 1 min read
Europe Commercial Property Focus Will rental growth justify the fall in industrial yields? With all of the hype around the potential impact of online retailing on industrial occupier demand, there has been a big shift in the relative pricing of industrial assets. Although rents in the UK... 7th December 2018 · 1 min read
UK Commercial Property Update How will a no deal Brexit impact UK property? We expect a no deal Brexit to bring a hit to UK commercial property capital values of between 5% and 9%, which will be mild compared with past crashes. Even in our central forecast, assuming a Brexit... 6th December 2018 · 1 min read
Europe Commercial Property Update Office rental growth in Germany to run out of steam With Germany’s labour market close to capacity, limited scope for strong employment growth will hurt office occupier demand. As new completions hit the market at the same time, we see rental growth... 5th December 2018 · 1 min read
UK Commercial Property Update Lower office supply to prop up central London rents The volume of office space completed this year in central London is on track to be the highest in 14 years. But with new space under construction declining, a more restrictive supply pipeline is... 3rd December 2018 · 1 min read
Europe Commercial Property Update Pick-up in Dublin industrial rental growth won’t last Industrial rental growth in Dublin has accelerated this year. But as softer economic growth ahead dampens occupier demand, this increase in rental growth will prove temporary. 30th November 2018 · 1 min read
UK Commercial Property Chart Pack Capital values on track for 2% rise this year In the year to October, all-property capital value growth softened to 4%. On an annualised basis, monthly movements suggest that capital value growth will reach 2% this year. Outside of the retail... 26th November 2018 · 1 min read
UK Commercial Property Update Will the central London shop boom end? After a prolonged period of strength, capital values in central London shops looks likely to slow. However, with the structural drivers of retail demand in London’s favour, we think that longer-term... 22nd November 2018 · 1 min read
Europe Commercial Property Valuation Monitor Three-quarters of office markets overvalued The number of European property markets that appear to be overvalued continues to rise. With prime property yields still edging lower and government bond yields higher in Q3, the majority of markets... 20th November 2018 · 1 min read
UK Commercial Property Outlook Property markets to weather economic challenges Capital value growth is expected to turn negative next year as rental increases remain subdued and property yields inch higher. But solid economic growth, combined with expectations of a gradual... 19th November 2018 · 1 min read
UK Commercial Property Data Response Commercial property investment (Oct.) The value of deals completed in October held up at a similar level to the previous two months. Although investment activity has been improving recently, this appears to reflect a recovery from the... 14th November 2018 · 1 min read
UK Commercial Property Data Response Employment (Sep.) September’s employment figures showed a healthy recovery, though this was not enough to change our view of a relatively subdued outlook for UK occupier demand and rental value growth. 13th November 2018 · 1 min read
Non-Euro Europe Commercial Property Chart Pack Emerging European cycle still has further to go Office occupier demand was again strong this quarter, driving vacancy rates lower and rental values higher in a number of markets. The retail and industrial sectors saw only limited rental growth... 9th November 2018 · 1 min read
Europe Commercial Property Chart Pack Rental growth slows again Investor demand for commercial property assets in the euro-zone continues to see prime yields edge lower, particularly in the office and industrial sectors, albeit falls of 4bps and 7bps respectively... 9th November 2018 · 1 min read
UK Commercial Property Update Can regional office rental growth pick up further? Subdued office rental value growth in Scotland is weighing on the Rest of the UK aggregate. Although a material upturn in Scottish rental value growth seems unlikely, the outlook for other regional... 8th November 2018 · 1 min read
