UK Housing Market Rapid Response UK Nationwide House Prices (Oct. 2026) The stagnation in the Nationwide measure of house prices in October (Capital Economics forecast +0.1%, consensus -0.1%) is probably a brief hiatus in the recent decline in prices rather than a sign of... 30th October 2026 · 2 mins read
UK Housing Market Chart Pack UK Housing Market Chart Pack (Oct. 2026) Despite a modest boost to housing demand from the Your First Home scheme, high mortgage rates will limit house price gains to just 1.5% in the year to Q4 2027. By making it difficult for renters to... 29th October 2026 · 1 min read
UK Housing Market Update Budget offers little respite for housing and landlords While the Budget on 28 th October was small for housing, the surprise was the further tax hike on private landlords’ rental income from April 2027. By either directly raising rents as landlords pass... 29th October 2026 · 3 mins read
US Housing Market Update Apartment rental growth on track for a steady recovery Early indications point to a tightening in the apartment market now that the post-pandemic supply boom has run its course. We expect asking rent growth to recover steadily, reaching 3% p.a. in 2027-28... 27th October 2026 · 2 mins read
US Housing Market Rapid Response US Housing Starts (Sep. 2026) The sharp decline in both single- and multifamily housing starts in September reflects homebuilders’ reluctance to start new projects amid the latest surge in mortgage rates, which will continue to... 20th October 2026 · 2 mins read
US Commercial Property Outlook Retail and office face biggest downgrades to 2027 outlook Despite the recent run-up in Treasury yields, we aren’t expecting a major impact on commercial real estate cap rates as we anticipate this will be merely a short-term spike in bond yields. But... 14th October 2026 · 20 mins read
UK Housing Market Outlook Recovery delayed by higher mortgage rates The upward revisions to our Bank Rate and gilt yield forecasts due to the ongoing energy price shock suggest higher mortgage rates will remain a drag on housing for longer. Our forecast is for house... 13th October 2026 · 10 mins read
Global Commercial Property Chart Pack Global Commercial Property Chart Pack (October 2026) Higher interest rates are set to drag on global property values in the coming year, especially in lower-yielding euro-zone and APAC. US property values are likely to be most resilient this year but we... 8th October 2026 · 0 mins read
UK Commercial Property Outlook Small rise in yields to weigh on returns Higher gilt yields mean we now expect all-property equivalent yields to rise from 6.6% at end-2025 to 6.9% by end-2030, with half of that rise occurring in 2026. As a result, we now expect all... 6th October 2026 · 23 mins read
US Housing Market Chart Pack US Housing Market Chart Pack (Oct. 2026) With 30-year fixed mortgage rates now at a near three-year high of 7.3%, the near-term outlook for home sales and prices remains weak. However, we expect things to improve from next year as energy... 1st October 2026 · 1 min read
UK Housing Market Rapid Response UK Nationwide House Prices (Sep. 2026) The surprise 0.2% m/m fall in house prices in September (CE & consensus forecast 0.0% m/m) increases the risk that a further rebound in mortgage rates and/or uncertainty over possible tax hikes in the... 1st October 2026 · 3 mins read
Europe Commercial Property Outlook Higher yields to weigh on property values in the near term Higher interest rates brought about by the ongoing energy shock are likely to push up prime property yields and hit capital values in the coming quarters, though rental growth should remain resilient... 29th September 2026 · 24 mins read
US Housing Market Update Higher rates and tariffs to continue to limit homebuilding The renewed rise in mortgage rates reinforces our view that housing starts will fall further in the coming years, keeping downward pressure on residential investment. This does not imply an impending... 23rd September 2026 · 3 mins read
UK Commercial Property Chart Pack UK Commercial Property Chart Pack (Sep. 26) A negative yield impact outweighed rental growth in August, meaning all-property capital values recorded a year-on-year decline for the first time since late 2024. But we still think the 10-year gilt... 22nd September 2026 · 1 min read
UK Commercial Property Update Fall in foreign students to weigh on UK PBSA rents Student accommodation yields have seen a relatively large 50bps increase over the past year. That looks to reflect a sharp drop in rental growth expectations, which in turn looks due to a renewed drop... 11th September 2026 · 4 mins read
Europe Commercial Property Update Strong rent growth to push Spain to the top of the resi rankings Spanish residential property looks set to outperform the other larger European markets over the next five years, as still-strong demand on the back of high levels of immigration and tight supply boost... 10th September 2026 · 3 mins read
