UK Commercial Property Data Response Commercial property investment (Dec.) A surprising fall in activity among overseas investors left the monthly total for investment deals at £4.3bn, 11% below the average seen in past Decembers. That said, not only does that fall in... 10th January 2018 · 1 min read
Europe Commercial Property Update European property looks increasingly late-cycle Reduced capital raising totals for the second consecutive year and a decrease in the proportion of funds meeting their fund-raising targets hint at pricing concerns amongst investors. 10th January 2018 · 1 min read
UK Commercial Property Data Response Lending to commercial property (Nov.) Driven entirely by standing investments, net lending to commercial property rose by £452m in November. That said, the latest rise barely reversed half of the previous month’s drop and does not alter... 4th January 2018 · 1 min read
Europe Commercial Property Update Our key views for how 2018 will shape up After three consecutive years of mostly yield-driven double-digit capital growth, the outlook for European commercial property in 2018 is less positive – we believe that the prime market has now... 3rd January 2018 · 1 min read
UK Commercial Property Chart Pack Investment activity recovered in November It currently looks likely that both rental and capital value growth will end 2017 broadly in line with our forecasts – which seemed a little optimistic compared to the consensus for most of the year –... 20th December 2017 · 1 min read
Europe Commercial Property Update Oslo office rents to surprise to the upside in 2018 Prime rental value growth in Oslo is likely to enjoy a bumper year in 2018, with rental values set to climb by around 8%. But the consensus has yet to pick up on the momentum that is starting to build... 20th December 2017 · 1 min read
Non-Euro Europe Commercial Property Outlook 2018 to be the last year of yield falls Solid economic growth prospects in most of Europe bode well for occupier demand and prime rents in the next few years. However, better growth is likely to be a double-edged sword for commercial... 15th December 2017 · 1 min read
Europe Commercial Property Outlook Period of strong capital value growth nearing an end Against a backdrop of solid economic growth, the outlook for occupier demand and rental growth is encouraging. But with prime property yields close to finding a floor, and tighter monetary policy on... 15th December 2017 · 1 min read
UK Commercial Property Data Response Commercial property investment (Nov.) Even after some upward revisions to October’s figure, commercial property investment activity rose significantly in November. As has been the case for some time, overseas demand was the main driver of... 14th December 2017 · 1 min read
UK Commercial Property Data Response Employment (Oct.) October’s Labour Force Survey showed that employment fell. Yet, the unemployment rate held firm and wage growth improved. In big picture terms, the data are still consistent with rents rising next... 13th December 2017 · 1 min read
Europe Commercial Property Update Should we be more bullish on French industrial? Solid economic growth, structural changes, as well as tightening availability and limited land for development will support particularly robust rental growth in Paris in the next few years, where we... 8th December 2017 · 1 min read
Europe Commercial Property Focus Do smaller, second cities now offer better value? With some of the tightest office markets, core European cities are set to see the best rates of rental growth over the 2018-21 period. However, with lower current yields and a weaker outlook for... 1st December 2017 · 1 min read
UK Commercial Property Update London construction comes off the boil Consistent with slower pace of rental growth and the rise in vacancy rates seen over the last year, the latest Deloitte’s Crane Survey showed a 9% fall in office construction activity in central... 30th November 2017 · 1 min read
UK Commercial Property Focus Which sectors offer the best return prospects? High rents and valuations mean that the prospects for total returns in London and South East offices look pretty weak. By contrast, high income returns and brighter rental stories should underpin a... 30th November 2017 · 1 min read
Europe Commercial Property Update Structural changes take a toll on German retail sector Prime German retail rents are coming under pressure from softer occupier demand and online competition, despite the strong consumer sector. We now expect rents to stagnate over the next couple of... 29th November 2017 · 1 min read
UK Commercial Property Chart Pack Capital value recovery continues It generally takes some time before changes in macroeconomic conditions are reflected in the property data. Thus, it’s not unusual for the tone of the economic and property data to differ as they did... 27th November 2017 · 1 min read
