US Commercial Property Update Tariff upheaval not expected to derail industrial upturn The recent court ruling on tariffs has put industrial demand back in the spotlight. Our view is that not enough has changed yet to make wholesale revisions to our short-term view and that, beyond this... 4th June 2025 · 3 mins read
US Commercial Property Focus What COVID-19 means for real estate out to 2030 and beyond The pandemic is firmly in our collective rear-view mirrors, but five years on, its effects continue to drive real estate performance differentials. We expect it to remain integral to driving winners... 28th May 2025 · 15 mins read
Europe Commercial Property Chart Pack Europe Commercial Property Chart Pack (Q2 2025) Weaker rental growth and only a small fall in prime yields meant capital value growth slowed in Q1 in most of Europe. Looking ahead, while most European commercial property assets are not directly... 22nd May 2025 · 0 mins read
UK Commercial Property Outlook UK Commercial Property Outlook: Property insulated from tariffs but recovery weak UK commercial property is relatively well insulated from the direct impact of US tariffs, and some sectors may even see small benefits. Rental growth has also held up better than expected. But with... 20th May 2025 · 26 mins read
US Commercial Property Update US domestic migration trends to persist, but flows from abroad are at risk The latest data from the Census Bureau show that regional and metro-level migration trends seen in the post-pandemic years persisted up to mid-2024. But the six major markets, along with other large... 8th May 2025 · 4 mins read
US Commercial Property Update Q1 RICS survey shows resilient US CRE sentiment, but downside risks ahead The Q1 RICS US commercial property survey reported steady investment sentiment. That is in line with our belief that the market is headed for an upturn, although the impact of new tariffs and the... 25th April 2025 · 3 mins read
Europe Commercial Property Update Trump tariffs to drag on German industrial leasing Trump’s tariffs have darkened the outlook for industrial demand across Europe, but Germany looks more exposed than most. Even if the paused 20% reciprocal tariff on EU imports is not reinstated, the... 10th April 2025 · 4 mins read
Europe Commercial Property Outlook Europe Commercial Property Outlook: Higher interest rates weaken the recovery Following upward revisions to our forecasts for policy rates and bond yields, we have raised our forecasts for prime property yields in Europe and now expect increases of around 20-25bps by the end of... 27th March 2025 · 28 mins read
US Commercial Property Office Metros Outlook US Office Metros Outlook: Southern metros set for clear outperformance The divergence between the struggling western metros and the better-performing southern metros remains the key story in office markets. That expectation is underpinned by both higher office... 25th March 2025 · 6 mins read
US Commercial Property Update Austin knocks Nashville off top spot for US remote workers Our updated analysis of the most attractive apartment markets for remote workers sees Austin nudge Nashville into second place after two years at the top of the table, with San Antonio climbing to... 3rd March 2025 · 3 mins read
Europe Commercial Property Chart Pack Europe Commercial Property Chart Pack (Q1 2025) Euro-zone prime property yields fell slightly in Q4, led by offices and industrial. However, a slowdown in rental gains as vacancy climbed higher meant that capital value growth slowed slightly... 28th February 2025 · 0 mins read
Europe Commercial Property Update Industrial’s pandemic-era boom over; steady demand ahead Industrial property has been a clear winner over the past five years, with double-digit annual rental growth far outpacing expectations. However, as we predicted early on, supply has been responsive... 25th February 2025 · 5 mins read
US Commercial Property Update Tech sector “remixing” will keep US office job growth weak It may seem odd that tech firms are likely to make further layoffs in 2025, while at the same time being one of the leading sectors for hiring intentions. But this broadly reflects cutbacks in less... 19th February 2025 · 3 mins read
UK Commercial Property Outlook UK Commercial Property Outlook: Weak economy to weigh on property recovery The economic outlook has worsened over the past couple of months, which supports our call that the recovery in commercial property will be modest by past standards. Admittedly, interest rates are set... 19th February 2025 · 26 mins read
US Commercial Property Rapid Response Return-to-office headlines obscuring the truth 17th February 2025 · 2 mins read
US Commercial Property Update COVID five years on: How the pandemic continues to shape real estate markets Five years on from the start of the pandemic and the structural shifts it brought about continue to underpin real estate performance. Over the coming weeks, we will publish a series of pieces that... 5th February 2025 · 3 mins read
