Canada Economics Update Canada Housing Watch (Apr. 2026) The housing market continued to struggle in March and the recent rebound in fixed mortgage rates, driven by the spike in oil prices, suggests that house prices will fall further in the coming months. 16th April 2026 · 4 mins read
Global Commercial Property Chart Pack Global Commercial Property Chartpack (Q1 2026) The rise in economic uncertainty and market interest rates because of the Iran war will weigh on property market activity in the first half of the year. However, under our baseline scenario (in which... 13th April 2026 · 0 mins read
UK Commercial Property Rapid Response S&P Global/CIPS UK Construction PMI (Mar. 26) The headline CIPS construction PMI saw a surprising tick higher in March. But with the input price index climbing precipitously and new orders and future business expectations dropping back, it’s... 8th April 2026 · 2 mins read
UK Housing Market Rapid Response UK Halifax House Prices (Mar. 2026) The fall in the Halifax measure of house prices in March chimes with the renewed drop in buyer sentiment in February’s RICS housing market survey. As the Halifax index is based on mortgage approvals... 8th April 2026 · 3 mins read
Global Property Outlook Iran war’s property impact will be small and short-lived This global publication brings together our updated residential and commercial property market analysis and forecasts in light of the Iran war. It introduces new forecasts for US and UK housing as... 1st April 2026 · 22 mins read
Europe Commercial Property Update Affordability of renting vs buying a tailwind for rental demand The comparative affordability of renting versus owner-occupation is one factor that we expect to support rental demand across most European markets in the coming years, especially in the German... 19th March 2026 · 2 mins read
Canada Economics Update Canada Housing Watch (Mar. 2026) There is no relief in sight for the troubled housing market, with the spike in global oil prices likely to push up mortgage rates in the coming weeks. That has led us to downgrade our forecast for... 17th March 2026 · 4 mins read
US Commercial Property Update Changing living costs key for remote worker migration Nashville has reclaimed top spot in our ranking of the attractiveness to remote workers of 52 US metros. Its continued dominance owes much to its relatively low cost of living, a factor that has... 16th March 2026 · 4 mins read
UK Housing Market Rapid Response UK Halifax House Prices (Feb. 2026) The 0.3% m/m rise in the Halifax measure of house prices in February provides further evidence that the recent improvement in the housing market has continued. We think housing will pick-up further... 6th March 2026 · 3 mins read
UK Commercial Property Rapid Response S&P Global/CIPS UK Construction PMI (Feb. 26) The headline CIPS construction PMI fell to 44.5 in February, reversing some of the gain made in January and leaving the index firmly in contractionary territory. 5th March 2026 · 1 min read
UK Commercial Property Outlook UK Commercial Property Outlook: Stable yields mean steady returns Property yields saw no movement in 2025 and we expect that stability to continue over the next few years. We think the 10-year gilt yield will see a small fall to around 4.25% by the end of 2026, but... 27th February 2026 · 26 mins read
UK Housing Market Chart Pack UK Housing Market Chart Pack (Feb. 2026) The green shoots of a recovery in the housing market at the start of 2026 support other evidence that suggests the economy has strengthened. We think further falls in mortgage rates and looser lending... 25th February 2026 · 1 min read
US Commercial Property Rapid Response NYC won't be alone in facing difficult budget decisions New York City Mayor Zohran Mamdani's proposal for a 9.5% property tax hike to help address a shortfall in the city's budget is likely to be reflected in many other major US cities over the coming... 18th February 2026 · 2 mins read
Event UK Property Roundtable – Picking housing and commercial property winners and losers 18th March 2026, 9:00AM GMT Which parts of the housing market will outperform, and which will lag, in 2026? In a weak commercial property recovery, where can investors find outperformance?
US Housing Market Update Buy versus rent dynamics favour apartment markets in the Midwest and New York State The large cost gap between buying and renting today underpins our upbeat national apartment demand forecast. Applying the same logic at the city level, demand in Midwestern and New York State metros... 10th February 2026 · 5 mins read
UK Housing Market Rapid Response UK Halifax House Prices (Jan. 2026) The 0.7% m/m rebound in the Halifax measure of house prices in January suggests the housing market started 2026 on a stronger footing than the 0.3% m/m rise on the Nationwide index implied. We think... 6th February 2026 · 3 mins read
