US Commercial Property Update Dallas tops our updated rankings of 34 industrial markets The dynamism of the industrial sector means that market-level outperformance is often only achievable for short periods, because either relative value deteriorates or new supply quickly completes... 4th September 2024 · 4 mins read
US Commercial Property Update Immigration will support largest multifamily markets While the headline-hitting surge in immigration last year was mainly driven by a spike in unauthorized movement, legal immigration has picked up from its pandemic lows, which is good news for many... 3rd September 2024 · 4 mins read
US Commercial Property Update Diverse occupier base to support Southern office demand After an already-tough H1 for information sector jobs, we expect the second half of the year to see further cuts, which will be bad news for tech-heavy metros in the West. But a more diverse occupier... 8th August 2024 · 4 mins read
US Housing Market Update Strong supply weighing on house prices in the Sun Belt Significant homebuilding in the Sun Belt region over the past three years has restored housing inventory to pre-pandemic levels, which is why house prices there have stalled. In contrast, markets in... 30th July 2024 · 4 mins read
US Commercial Property Update Flight to more affordable South set to continue Many households have left western metros in favor of those in the South over the past two years. With remote working looking like a permanent fixture of office-based jobs and affordability... 16th July 2024 · 4 mins read
US Commercial Property Update Industrial supply risks look most pointed in Phoenix The legacy of the post-pandemic industrial construction boom is now being felt in rising supply across most metros. With the demand outlook stabilising, we think the evolution of supply will shape... 9th July 2024 · 4 mins read
US Commercial Property Apartment Metros Outlook Houston and Chicago top the apartment rankings Across the 17 metros we cover, most will see higher vacancy over the next year or so due to a surge in completions. Atlanta and Houston will be the key exceptions. There new construction has plummeted... 2nd July 2024 · 6 mins read
US Commercial Property Office Metros Outlook Southern metros set to outperform The office sector faces another two years of value falls, led down by Seattle and San Francisco, where cumulative declines will be around 25%-30%. But our latest forecasts highlight the brighter spots... 20th June 2024 · 7 mins read
US Commercial Property Update Downtowns will recover, but not any time soon The gap between downtown and suburban office vacancy rates has widened alarmingly since 2020. This reflects pandemic-driven changes to working patterns, exacerbated by the cyclical slowdown. In our... 18th June 2024 · 3 mins read
US Commercial Property Chart Pack US Commercial Property Chart Pack (Q2 24) Weak investment activity and continuing cap rate rises in Q1 fit with our view for another tough year for real estate. All-property values are now down by 17% from their mid-2022 peaks. But we still... 22nd May 2024 · 1 min read
US Commercial Property Update San Francisco the poster child for the donut effect With downtowns generally suffering most from the growth in remote work, the hardest-hit cities such as San Francisco are now seeing this impact other revenue streams too, not least tourism. While... 2nd May 2024 · 4 mins read
US Commercial Property Office Metros Outlook Value falls of 25% still to come in worst-hit markets Our latest office metro forecasts highlight a continued divergence between southern metros and the western and major markets. That difference in performance will be driven by a smaller hit to demand... 8th April 2024 · 7 mins read
US Commercial Property Apartment Metros Outlook Houston climbs to the top of the apartment rankings We expect a surge in completions and a slowdown in employment growth to push vacancy higher in most of our 17 metros over the next year or so. Atlanta and Houston are two key exceptions to this rule... 4th April 2024 · 7 mins read
Event US Real Estate Drop-In: Will southern metros continue to lead? 1713279600 The pandemic-induced “great migration” fuelled rapid growth for apartment rents and house prices in southern metros.
US Housing Market Update Southern house price outperformance to last The national average house price has risen by nearly 50% since the start of the pandemic, but that masks a lot of regional variation. The rise in house prices in southern metros has been even larger... 18th March 2024 · 4 mins read
US Commercial Property Update Nashville, Jacksonville and Austin top for remote workers Our updated remote worker preference scores again highlight Nashville as the most attractive metro for remote workers, while San Jose is the least attractive. The winners continue to be predominantly... 13th March 2024 · 5 mins read
