UK Commercial Property Valuation Monitor UK Commercial Property Valuation Monitor (Q3 26) Property valuations improved in Q2 as the 10-year gilt yield edged down and property yields saw little movement. Given our expectation that the 10-year gilt yield will drop to 4.5% by the end of 2026... 6th August 2026 · 1 min read
UK Commercial Property Update RICS survey implies risk of UK commercial property capital value falls is declining The Q2 RICS survey showed little change from the previous quarter, although a rise in capital value expectations suggests the impact of the Iran war on yields is now projected to be smaller. Overall... 30th July 2026 · 3 mins read
US Commercial Property Update Updated fair value analysis drives higher cap rate forecasts The diminished spread between cap rates and the 10-year Treasury yield poses a challenge for real estate pricing. Looking ahead, in a world in which we expect the Treasury yield to stay near its... 8th July 2026 · 3 mins read
UK Commercial Property Outlook Income returns to dominate as yields hold steady The rise in gilt yields following the Iran war has so far not led to any increase in property yields, and we expect investors will largely look through what will be a temporary spike in risk-free... 2nd July 2026 · 22 mins read
UK Commercial Property Update RE:UK Consensus Forecasts (May 26) The May RE:UK consensus forecasts showed that higher risk-free rates due to the Iran war are expected to hit commercial property capital values in 2026, and all-property total returns for the year... 28th May 2026 · 3 mins read
US Commercial Property Update Q1 RICS survey implies Iran war will increase US cap rates The latest RICS survey showed that the Iran war has dampened both occupier and investor sentiment, with the latter seeing a larger fall. Rental expectations held up though, which implies the fall in... 18th May 2026 · 3 mins read
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
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
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
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 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
UK Commercial Property Outlook UK Commercial Property Outlook: Stable yields mean steady returns Property yields saw no movement in 2025 and we expect that stability to continue over the next few years. We think the 10-year gilt yield will see a small fall to around 4.25% by the end of 2026, but... 27th February 2026 · 26 mins 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
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
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
