UK Housing Market Outlook UK Housing Outlook: House prices to beat expectations in 2026 The stuttering jobs market and the softening outlook for wage growth means we now expect house prices to rise by only 2.0% in the year to Q4 2025 (3.5% previously). But our view that Bank Rate will... 29th July 2025 · 17 mins read
UK Commercial Property Chart Pack UK Commercial Property Chart Pack (Jul. 25) Yields for the main commercial property sectors have been remarkably stable over past 18 months, and we expect that stability will continue. That means capital value growth will average under 3% p.a... 24th July 2025 · 1 min read
UK Commercial Property Update Upward-only rent review ban in England and Wales would nudge commercial property yields up Experience from Ireland suggests that a ban on upward-only rent reviews will weigh on future rental growth and widen property yield spreads to risk-free rates. While the overall impact is unlikely to... 15th July 2025 · 4 mins read
US Housing Market Outlook No clear path to housing recovery Activity in the housing market has been struck in a slump since 2023, with still no end in sight. As Trump’s immigration and trade policies push up inflation this year, the Fed will be forced to keep... 10th July 2025 · 12 mins read
US Commercial Property Office Metros Outlook Miami set to be the big US office market winner Office values have further to fall in all metros this year, but from 2026 we are expecting a recovery, with the southern markets showing the way. Led by Miami, those metros will see strong rent growth... 10th July 2025 · 7 mins read
APAC Commercial Property Chart Pack APAC Commercial Property Chart Pack (Q2 2025) All-property Asia-Pacific capital values fell at a slower rate of 3.4% y/y in Q1, driven by smaller declines in Australia and Hong Kong. But looking ahead, we expect the upturn in both investment... 9th July 2025 · 0 mins read
US Commercial Property Apartment Metros Outlook US Apartment Metros Outlook: Houston apartment market set for lift-off The size and speed of the apartment market recovery will vary widely across the 17 metros we cover over our five-year forecast. Southern markets are generally set to outperform, backed by strong... 8th July 2025 · 7 mins read
UK Housing Market Chart Pack UK Housing Market Chart Pack (Jul. 2025) The big 0.8% m/m fall in Nationwide house prices in June suggests that the housing market is still struggling to recover from both the stamp duty-induced lull and the weak economy. While some leading... 3rd July 2025 · 1 min read
UK Commercial Property Update Obsolescence to hit UK secondary logistics rental growth Despite solid take-up the industrial vacancy rate has risen to a 10-year high, which reflects occupiers shifting into new buildings at the expense of the secondhand market. We expect that dynamic to... 25th June 2025 · 3 mins read
US Commercial Property Outlook US Commercial Property Outlook: More capital value falls to come in all sectors this year We think the short-term outlook for capital values is poor, with valuations looking stretched across all measures. This does not appear to be reflected in other forecasts, meaning our forecasts for... 24th June 2025 · 22 mins read
UK Commercial Property Chart Pack UK Commercial Property Chart Pack (Jun. 25) UK commercial property is on the road to recovery and lending to the sector has been strong in recent months. But with yields set to remain stable, the rise in capital values will be modest over the... 18th June 2025 · 1 min read
US Commercial Property Chart Pack US Commercial Property Chart Pack (Q2 2025) All-property capital values edged up by 0.1% in Q1, marking the first increase since mid-2022. Meanwhile, appraisal-based cap rates were flat after compressing by a slight margin in Q4 2024. We still... 30th May 2025 · 1 min read
UK Housing Market Chart Pack UK Housing Market Chart Pack (May 2025) We suspect most of the recent weakness in housing demand and prices is due to the temporary influence of the rise in stamp duty on 1st April rather than any longer-lasting influence from the softer... 29th May 2025 · 1 min 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
UK Commercial Property Update UK single-family homes an attractive option for investors Single-family homes have outperformed other residential sectors over the past four years as a race for space and stretched homebuyer affordability have supported demand, at the same time as developers... 7th May 2025 · 4 mins read
US Housing Market Outlook US Housing Outlook: Market in need of rate relief that is not coming President Trump’s inflationary trade and immigration policies leave no clear path to the lower borrowing costs that the housing market desperately needs. A tariff-driven resurgence in inflation will... 2nd May 2025 · 15 mins read
