US Commercial Property Update Why we’re not too concerned by Amazon’s slowdown The perception of Amazon as a bellwether for the industrial sector made the announcement that it had over-expanded in the last two years a potentially worrying one. But, the fact that Amazon is only... 8th June 2022 · 4 mins read
US Commercial Property Update Industrial demand returning to West Coast ports Congestion at the ports of Los Angeles and Long Beach forced some container ships to reroute to the less busy ports of the Gulf Coast, supporting industrial occupier demand in those markets. But we... 11th May 2022 · 3 mins read
US Commercial Property Update Are migration trends also driving industrial? Data show a vast divergence in performance across the industrial sector over the last year. While some of the strength is consistent with that in the apartment and office sectors, driven by migration... 23rd November 2021 · 3 mins read
Europe Commercial Property Update Bucharest industrial rental growth to underwhelm The positive near-term economic picture means that Bucharest industrial activity will maintain its momentum in H2, but ease further out as spending patterns normalise. But given the city’s large... 27th September 2021 · 3 mins read
US Commercial Property Update New supply won’t have major impact on industrial rental growth Despite a higher construction pipeline for distribution warehouses, we think that a high share of pre-let space, coupled with strong demand, means vacancy will only be 20bps higher over the next few... 27th August 2021 · 3 mins read
UK Commercial Property Update Can urban logistics fill the void in cities? The acceleration of structural shifts is likely to result in some conversion of retail and to a lesser extent office space to urban logistics use. However, we think these conversions will be... 9th June 2021 · 3 mins read
US Commercial Property Update How far could industrial yields fall? Industrial yields look likely to reach our end-2021 forecasts by mid-year, leading us to re-evaluate the outlook for pricing. Although gains in rents and capital values are driving increased... 26th May 2021 · 3 mins read
US Commercial Property Outlook Faster bond yield rises will limit prospects for capital values The vaccine rollout and stimulus bill are unquestionably positive for the economy but may be a mixed blessing for real estate. Those two factors are probably most positive for the apartment sector... 25th March 2021 · 24 mins read
US Commercial Property Outlook Structural changes will keep office and retail in the doldrums While the news of vaccines provides a fillip to our economic outlook, it does not have a major bearing on our occupier market forecasts. After all, we expect that structural change, rather than... 11th December 2020 · 23 mins read
UK Commercial Property Focus Higher online share to boost logistics demand by 15% Virus-driven behaviour changes that support a faster online transition will boost industrial demand over the coming years. But we don’t believe the view that higher online spending will cause rents to... 19th November 2020 · 20 mins read
US Commercial Property Focus Six key calls for US commercial property We are launching our new subscription service on US commercial real estate by outlining six key calls that we believe will shape the sector’s story in the coming years. The macroeconomic environment... 28th January 2020 · 18 mins read
