UK Commercial Property Chart Pack UK Commercial Property Chart Pack (Apr. 26) The Iran conflict has increased uncertainty and pushed up long-term interest rates, both of which will weigh on investment activity over the next few months. But property yields saw no rise in March... 22nd April 2026 · 1 min read
UK Commercial Property Update UK banks keen to lend despite Iran war uncertainty Despite the uncertainty from the Iran war, banks are still willing to lend to commercial property. A sizeable share plan on loosening credit conditions further in Q2, supported by a positive view on... 14th 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
UK Commercial Property Rapid Response Lending to UK commercial property (Feb. 26) Net lending secured against commercial property reached £1.2bn in February, marking an improvement on January’s weak outturn, but still substantially weaker than the months preceding that and 25% down... 30th March 2026 · 1 min read
UK Commercial Property Chart Pack UK Commercial Property Chart Pack (Mar. 26) The Iran conflict has increased uncertainty and pushed up interest rates, both of which will weigh on investment activity over the next few months. But, assuming the impact of the conflict is short... 19th March 2026 · 1 min read
US Commercial Property Rapid Response US Commercial Property Lending (Feb. 26) Net lending by banks to commercial real estate recovered to $7.4bn in February, up from $4.1bn in January. But that’s still down from the average of $13.1bn seen in the final two months of 2025... 13th March 2026 · 1 min read
US Commercial Property Chart Pack US Commercial Property Chart Pack Q1 2026 All-property capital values have stabilized in recent quarters and although our CE Capital Value Lead Indicator suggests an acceleration in H1, we think sentiment will soften in the coming months and... 5th March 2026 · 1 min read
UK Commercial Property Rapid Response Lending to UK commercial property (Jan. 26) Net lending secured against commercial property slowed markedly in January, reaching just £0.87bn, its lowest monthly outturn since March 2025. While that drove a fall in the three-month rolling total... 2nd March 2026 · 1 min read
US Commercial Property Rapid Response US Commercial Property Lending (Jan.26) Net lending by banks to commercial real estate softened at the start of 2026 to $4.5bn in January, the lowest since September 2025. But the total of $33bn over the past three months represents a... 13th February 2026 · 1 min read
UK Commercial Property Update A strong Q4 doesn’t mean UK commercial property investment is set to boom Commercial property investment hit a record high in Q4, but we doubt that signals the start of a strong recovery. Admittedly, a fall in financing costs will give transactions something of a boost in... 6th February 2026 · 4 mins read
UK Housing Market Update Higher LTI ratios to boost UK mortgage lending By allowing mortgage lenders to lend more for any given level of borrowers’ income, the relaxation of the cap on high loan-to-income lending last year suggests gross mortgage lending will rise faster... 4th February 2026 · 3 mins read
Europe Commercial Property Update Lending conditions improving, but refinancing challenges to persist Survey data point to an improving commercial real estate lending environment in H1 this year. This will support investment activity, though our updated estimates suggest refinancing challenges will... 4th February 2026 · 2 mins read
UK Commercial Property Rapid Response Lending to UK commercial property (Dec. 25) Net lending secured against commercial property was strong again in December, reaching £2.47bn, taking the three-month rolling total to £6.69bn, its highest since May 2020. That was wholly driven by... 30th January 2026 · 1 min read
UK Commercial Property Chart Pack UK Commercial Property Chart Pack (Jan. 26) Stable yields over 2025 led to a gradual slowdown in capital value growth to 1.4% y/y by the end of the year. And with yields set to see little movement over the next few years, we expect total... 23rd January 2026 · 1 min read
UK Commercial Property Update Banks still keen to lend to UK commercial real estate A divergence between banks’ expectations for house and commercial real estate prices may explain why they are still keen to ramp up lending to commercial real estate even as the availability of credit... 20th January 2026 · 3 mins read
UK Commercial Property Rapid Response S&P Global/CIPS UK Construction PMI (Dec. 25) The slight rise in the headline CIPS construction PMI in December 2025 to 40.1, from 39.4 in November, left the index firmly in contractionary territory. The rise was driven entirely by an improvement... 7th January 2026 · 1 min read
