UK Commercial Property Update IPF UK Commercial Property Consensus Forecasts (Dec. 25) The December IPF consensus survey forecasted all-property total returns of 7.8% p.a. over 2025-29, more-or-less unchanged from September. Indeed, the total return forecast has been stable for all of... 12th December 2025 · 3 mins read
UK Housing Market Update UK RICS Residential Market Survey (Nov. 2025) Despite three quarters of the survey responses being gathered after the Budget, November’s RICS survey suggests buyer sentiment fell further in November even though actual housing activity and prices... 11th December 2025 · 3 mins read
UK Commercial Property Outlook UK Commercial Property Outlook: Higher gilt yields and taxes to weigh on recovery With the 10-year gilt yield now set to be higher for longer and the Budget likely to raise taxes on households, the outlook for commercial property has become a bit gloomier. We now expect total... 25th November 2025 · 26 mins read
UK Housing Market Chart Pack UK Housing Market Chart Pack (Nov. 2025) While the recent pace of transactions and house price growth is unlikely to be sustained over the coming months, we doubt it will slow by as much as some sentiment indicators suggest. But by crimping... 19th November 2025 · 1 min read
UK Housing Market Update UK RICS Residential Market Survey (Oct. 2025) October’s RICS survey provides further evidence that Budget uncertainty is dampening buyer sentiment and is contributing to the continued decline in the supply of rental properties. Tax rises in the... 13th November 2025 · 3 mins read
US Commercial Property Update Q3 US RICS survey shows growing market confidence Investment sentiment saw a sharp improvement in Q3, buoyed by falling interest rates and growing confidence in the economic outlook, although foreign enquiries remained in the doldrums. There was also... 30th October 2025 · 3 mins read
UK Commercial Property Update RICS survey flags concerns over the UK commercial property recovery The RICS survey showed that occupier demand dropped back in Q3 as concerns over the economic outlook, uncertainty around the Budget and rising interests rates all sapped confidence. That has cut... 30th October 2025 · 3 mins read
UK Housing Market Outlook Possible tax rises a further headwind to housing Due to our view that lingering fiscal concerns will mean gilt yields and therefore mortgage rates will fall by less than we previously thought, we now expect house prices in the year to Q4 to rise by... 27th October 2025 · 17 mins read
UK Commercial Property Chart Pack UK Commercial Property Chart Pack (Oct. 25) Rental growth has continued to surprise on the upside, but signs of a more significant compression of yields in August have not carried through to September. Capital value growth is therefore muted... 21st October 2025 · 1 min read
US Housing Market Outlook Boost from lower mortgage rates to be short-lived While slightly lower borrowing costs have boosted the near-term outlook, the decline has not been large enough to meaningfully improve housing affordability. In addition, we believe that market... 20th October 2025 · 11 mins read
Global Commercial Property Update Retail and residential sectors set to outperform globally In a period of slow economic growth but stabilising inflation and earnings growth, we expect the residential sector to see the strongest rental growth globally, with industrial close behind thanks to... 15th October 2025 · 4 mins read
US Commercial Property Apartment Metros Outlook Strong supply pipelines cloud outlook for D.C. & Miami Multifamily is set to be a top-performing sector over our five-year forecast, but returns will differ significantly across the 17 metros in our coverage. Miami and D.C. are likely to struggle as... 9th October 2025 · 6 mins read
UK Housing Market Update UK RICS Residential Market Survey (Sep. 2025) September’s RICS survey provides further evidence that the prospect of tax rises in the Budget on 26th November has put the housing market on ice, particularly in London. If taxes on property were to... 9th October 2025 · 3 mins read
APAC Commercial Property Update China's office market weakness to persist through 2027 Mainland China’s office market has been in a prolonged downturn since 2018 as structural headwinds, including weak economic growth, cautious corporate hiring, and rampant new supply have kept vacancy... 8th October 2025 · 4 mins read
US Commercial Property Office Metros Outlook Southern US office markets still set to outperform We expect capital values to see another drop in 2026. But led by strong rent growth in Miami, we think southern markets will start to recover before the end of next year. Occupier demand in these... 26th September 2025 · 6 mins read
UK Housing Market Chart Pack UK Housing Market Chart Pack (Sep. 2025) Possible tax rises in the Budget on 26th November risk further restraining housing activity next year. What’s more, our new forecast for 10-year gilt yields to fall from 4.71% now to 4.25% next year... 25th September 2025 · 1 min read
