UK Commercial Property Valuation Monitor UK Commercial Property Valuation Monitor (Q2 26) Property valuations saw little movement in Q1 with property and alternative asset yields holding steady. Looking ahead, the Iran war has pushed up yields on alternative assets so valuations will... 12th May 2026 · 1 min read
US Commercial Property Update NCREIF Q1 2026: Little divergence in regions and core sectors Income returns are already accounting for almost all the total return in the traditional sectors, but senior housing stood out positively again in Q1, seeing strong capital growth and posting a 3.9%... 27th April 2026 · 3 mins read
Global Property Outlook Iran war’s property impact will be small and short-lived Given the fast-moving nature of events in Iran and the Strait of Hormuz, this global publication brings together our updated residential and commercial property market analysis and forecasts. It... 1st April 2026 · 23 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
US Commercial Property Valuation Monitor US Commercial Property Valuation Monitor Q1 2026 All-property valuation scores worsened slightly in Q4 2025, but remained in the fair value zone, despite property cap rates inching lower once again. Looking ahead, we think appraised cap rates still... 25th February 2026 · 1 min read
Europe Commercial Property Valuation Monitor Europe Commercial Property Valuation Monitor (Q1 2026) Commercial property valuations held steady in Q4, with falling equity dividend yields offsetting rising government bond yields. Looking ahead, falls in western European government bond yields this... 17th February 2026 · 0 mins read
UK Commercial Property Valuation Monitor UK Commercial Property Valuation Monitor (Q1 26) Property valuations saw a further small improvement in Q4 as alternative asset yields edged back. Looking ahead, steady property yields and a further decline in the 10-year gilt yield will help nudge... 11th February 2026 · 1 min read
APAC Commercial Property Valuation Monitor APAC Commercial Property Valuation Monitor (Q1 2026) Asia-Pacific valuation scores worsened in Q4 as bond yields rose across markets while property yields held flat. As we expect risk-free rates to remain high, all-property valuations are likely to stay... 5th February 2026 · 1 min read
US Commercial Property Update NCREIF Q4 2025: Returns of 4.9% highlight modest recovery Total returns of 1.1% q/q in Q4 2025 were more-or-less unchanged from the previous quarter and helped returns for 2025 rise to just under 5%. That highlights the modest recovery in commercial real... 26th January 2026 · 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
US Commercial Property Valuation Monitor US Commercial Property Valuation Monitor (Q4 2025) Property edged into fair value territory in Q3, extending recent improvements, despite real estate yields moving lower. This will help support investment ahead, though we think appraised cap rates... 26th November 2025 · 1 min read
Europe Commercial Property Valuation Monitor Europe Commercial Property Valuation Monitor (Q4 2025) Commercial property valuations held steady in Q3, supported by lower equity dividend yields despite higher government bond yields. Looking ahead, there is limited scope for falls in government bond... 19th November 2025 · 0 mins read
UK Commercial Property Valuation Monitor UK Commercial Property Valuation Monitor (Q4 25) Property valuations saw a minor improvement in Q3, thanks to a fall in dividend yields, but property still looks overvalued. Looking ahead, a fall in the 10-year gilt yield since the end of Q3 should... 12th November 2025 · 1 min read
APAC Commercial Property Valuation Monitor APAC Commercial Property Valuation Monitor (Q4 2025) Asia-Pacific valuation scores were unchanged in Q3, as property and bond yields saw little movement. While most markets are now fairly valued according to our scores, we expect high risk-free rates to... 7th November 2025 · 1 min read
