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

US Commercial Property Rapid Response

US Commercial Property Lending (August)

Net lending by banks to commercial real estate excluding farms recovered to $8.3bn in August, from $4.6bn in July. That’s in line with the average over the past year of $8.4bn. Within the total, net...

11th September 2026 · 1 min read

UK Commercial Property Rapid Response

Lending to UK commercial property (July 26)

After June posted the weakest rate of net lending since March 2024, July saw a return to the pace of net lending witnessed in the first five months of the year, reaching £1.53bn. The second half the...

1st September 2026 · 2 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

US Commercial Property Rapid Response

US Commercial Property Lending (July 2026)

Net lending by banks to commercial real estate excluding farms slowed in July to $4.1bn, from $8.9bn in June. That’s the lowest total since April 2025. Slower net lending against both multifamily and...

14th August 2026 · 1 min read

UK Commercial Property Rapid Response

Lending to UK commercial property (June 26)

Net lending to commercial property totalled just £47mn in June, the lowest outturn since March 2024 and consistent with the slowdown in investment activity in Q2 on the back of uncertainty caused by...

29th July 2026 · 1 min 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 Rapid Response

US Commercial Property Lending (June 2026)

At $9.1bn, net lending by banks to commercial real estate in June slowed slightly from a downwardly-revised May figure, consistent with a solid start to the year for investment.

13th July 2026 · 1 min read

UK Commercial Property Update

Increased caution from lenders won’t trigger UK commercial capital value falls

The sharp decline in the balance of lenders who see commercial property prices as a positive for the availability of credit could be a sign that higher interest rates caused by the Iran war will lead...

8th July 2026 · 3 mins read

UK Commercial Property Rapid Response

Lending to UK commercial property (May 26)

Net lending to commercial property totalled around £1.5bn in May, following a similar outturn in April. This was consistent with the rise in uncertainty and interest rates as a result of the Iran war...

29th June 2026 · 1 min read

US Commercial Property Rapid Response

US Commercial Property Lending (May)

Net lending by banks to commercial real estate in May reached its highest level since December 2025, at $15.4bn. Both multifamily and other commercial sectors saw their highest monthly net lending...

15th June 2026 · 2 mins read

UK Commercial Property Rapid Response

Lending to UK commercial property (Apr. 26)

Net lending to commercial property totalled around £1.5bn in April, weaker than the strong March reading of £2.5bn. The softer April reading likely reflected a slowdown in the investment transactions...

2nd June 2026 · 1 min read

US Commercial Property Rapid Response

US Commercial Property Lending (Apr. 26)

15th May 2026 · 1 min read

US Commercial Property Update

Non-bank CRE lending growing, but not a systemic risk

As large banks have pulled back in recent years, non-bank lenders have accounted for an increasing share of CRE debt originations. While insurers’ lending has been conservative, debt funds and other...

8th May 2026 · 5 mins read

UK Commercial Property Rapid Response

Lending to UK commercial property (Mar. 26)

Net lending to commercial property rose sharply in March, reaching £2.5bn. Given that was the first full month following the start of the Iran war, on first glance the strength of the data come as a...

1st May 2026 · 2 mins read