UK Commercial Property Update RICS survey signals only a modest fall in UK commercial property values The Q3 RICS survey suggests UK commercial property values remain under pressure from high interest rates, but it does not point to a sharp downturn. While occupier and investment sentiment weakened... 29th October 2026 · 3 mins read
US Commercial Property Update Iran cost shock to hit office and retail development hardest Construction costs are likely to rise by 5% or more due to the Iran war, far less than the 17% increase brought about by the Ukraine war. Nevertheless, that will impact on an already weak development... 26th October 2026 · 3 mins read
Europe Commercial Property Update Tight supply to sustain industrial rents in main German hubs The unusually low share of take-up in the main German industrial hubs appears to reflect a shortage of available space rather than weak demand. While space under construction is rising, this is not... 22nd October 2026 · 3 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
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
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
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 RE:UK Consensus Forecasts (Sep. 26) The September RE:UK consensus forecasts showed further downgrades to property returns in 2026, as higher gilt yields from the Iran war put upward pressure on property yields. Revisions to other years... 10th September 2026 · 3 mins read
Europe Commercial Property Chart Pack Europe Commercial Property Chart Pack (Q3 2026) Property markets were relatively unaffected by the Iran war in Q2, with investment activity strengthening and property yields rising only modestly. Assuming the Strait of Hormuz is not disrupted for a... 20th August 2026 · 0 mins read
UK Commercial Property Chart Pack UK Commercial Property Chart Pack (Aug. 26) Higher risk-free interest rates and uncertainty from the war in Iran are now beginning to push up property yields and all-property capital value growth has fallen to zero. But we still think the 10... 19th August 2026 · 1 min read
Europe Commercial Property Update Deterioration in sentiment largely reversed in Q2 RICS survey The Q2 RICS survey suggests surveyors are now less pessimistic about the Iran war’s impact on European commercial property markets. And while credit conditions deteriorated further, other survey... 19th August 2026 · 2 mins read
US Commercial Property Update Major gains for Midwest markets in warehouse rankings Our updated analysis of 34 major industrial markets shows an improvement in the rent growth prospects for many Midwest markets, with big year-on-year gains in Cleveland, Detroit, Indianapolis and St... 13th August 2026 · 3 mins read
UK Commercial Property Chart Pack UK Commercial Property Chart Pack (Jul. 26) Higher risk-free interest rates and uncertainty from the war in Iran have led banks to tighten the availability of lending to commercial real estate. But property equities pricing has recovered from... 22nd July 2026 · 1 min read
US Commercial Property Outlook Senior housing and retail lead the pack for 2026-30 returns Real estate returns over the coming years will be dominated by the income component, as an increase in cap rates to fully reflect the higher yield environment offsets support for values from rising... 17th July 2026 · 20 mins read
Global Commercial Property Chart Pack Global Commercial Property Chart Pack (July 2026) Strengthening economic activity in the US is set to support a pick-up in rental growth over the next year or so, but property performance is still likely to undershoot Europe. And while renewed Iran... 14th July 2026 · 0 mins read
