US Commercial Property Update Changing living costs key for remote worker migration Nashville has reclaimed top spot in our ranking of the attractiveness to remote workers of 52 US metros. Its continued dominance owes much to its relatively low cost of living, a factor that has... 16th March 2026 · 4 mins read
US Commercial Property Update Iran conflict a small downside risk to US commercial real estate returns The increase in energy costs brought about by the conflict in Iran could hit commercial real estate returns either through squeezed occupier margins and therefore weaker property demand and rent... 11th March 2026 · 4 mins 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
APAC Commercial Property Chart Pack APAC Commercial Property Chart Pack (Q1 2026) Asia-Pacific all-property capital value declines eased further in Q4 to minus 0.8% y/y, reinforcing signs that the market is bottoming out. Looking ahead, however, elevated risk-free rates and muted... 26th February 2026 · 1 min read
Europe Commercial Property Chart Pack Europe Commercial Property Chart Pack (Q1 2026) Slightly lower prime property yields supported property values across most markets in 2025. However, we expect property yields to hold broadly steady this year and capital value growth to slow. 24th February 2026 · 0 mins read
Global Commercial Property Update Supply cuts won’t spark immediate logistics recovery Global new industrial supply has been contracting rapidly, hitting its lowest level in a decade as developers pull back. However, we expect demand to fall short of supply again this year, delaying a... 18th February 2026 · 3 mins read
APAC Commercial Property Update RICS survey shows APAC sentiment on an uptrend The Q4 RICS Commercial Property Survey showed sentiment for Asia-Pacific stayed on an uptrend, though it hasn’t yet turned positive. Mainland China remained a significant drag on the region, while... 10th February 2026 · 3 mins read
UK Commercial Property Update Alternatives and prime assets lead the way in RICS survey The RICS survey showed overall occupier and investment market sentiment held in the doldrums at the end of 2025, with prospects for the major sectors muted. However, the outlook for prime assets was... 29th January 2026 · 3 mins read
APAC Commercial Property Update Korea logistics will find momentum as supply pressure fades Korea’s logistics looks to be turning a corner, with net absorption comfortably outpacing new supply in 2025 and over the next few years. That will underpin rent growth averaging 2.5% p.a. over the... 21st January 2026 · 3 mins read
US Commercial Property Update At least two more years of divergence between South and West We expect continued divergence in both total non-farm and office-sector job growth across the largest metros over the next two years. Those in the South will continue to significantly outperform the... 20th January 2026 · 3 mins read
APAC Commercial Property Update Rental growth will help Japan defy the squeezed yield spread Rising interest rates in Japan have raised concerns about whether this will slow investment activity and exert downward pressure on capital values. Our view is that while the risk-free rate will... 16th December 2025 · 3 mins read
Europe Commercial Property Outlook Commercial property recovery losing steam The recovery in European commercial property values is slowing and we think this will continue as soft economic growth weighs on rents and elevated interest rates limit yield-driven capital gains... 11th December 2025 · 23 mins read
US Commercial Property Outlook Retail shines in a disappointing recovery Below-trend economic growth and high interest rates will continue to weigh on all-property total returns, which we think will average just 5.5% p.a. over 2026-30. Of the major sectors, we think retail... 4th December 2025 · 21 mins read
APAC Commercial Property Outlook Narrow yield spreads to limit size and speed of the recovery Asia-Pacific property faces a slow, uneven recovery as high risk-free rates and weak growth limit investment demand and therefore, prospects for yield-driven capital gains. Spreads over risk-free... 2nd December 2025 · 18 mins read
Europe Commercial Property Chart Pack Europe Commercial Property Chart Pack (Q4 2025) Softening rental growth and steady yields weighed on capital value growth in many markets in Q3. And this is likely to continue, with our Capital Value Lead Indicator pointing to a further slowdown in... 24th November 2025 · 0 mins read
US Commercial Property Chart Pack US Commercial Property Chart Pack Q4 2025 All-property capital values were flat in Q3 and our CE Capital Value Lead Indicator suggests more of the same in Q4 and into early 2026. Lagging appraisal adjustments and still-high financing costs... 20th November 2025 · 0 mins read
